Shivalik Rasayan

Agriculture sector is likely to outperform in coming two quarters with the expectation of good monsoon. It is important for investors to use such opportunity to make it favorable to shape the portfolio.

Today we are looking into one such company which is likely to be beneficiary of good monsoon. Company is continuously showing improving performance on the back of raw material price decreasing and growth in margin. Other positive factors are company is having high promoter holding with very low debt.

One more thing to notice is the company also holds controlling stake in medicamen biotech ltd which is also improving its fundamentals.

We believe company can perform consistently well in coming quarters. Hence, we advise investors to look into the stock.

Deccan cement

Deccan Cement becomes two bagger in last 10 months. We congratulate the investors.

Shree Rama Multitech - Om metals infra - Revathi Equipment Ltd.

- Packaging company
- Nirma Management
- Continuous performance improvement
- Debt reduction
- Raw material price helping to improve bottomline

- diversified business
- consistent performance
- real estate project revenue and profit visible from FY-17/18
- 70% + promoter holding
- Invested in govt recent initiatives.

 - Homework

Disc. Invested in all above stocks.