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.

Transport Corporation of India & Bharat Rasayan

Transport Corporation of India provides unique opportunity where demerger will potentially unlock value. Expecting demerger to complete in next 6-8 months. Hence, investor with enough patience can enter into the stock.

(Disc. Invested)

Bharat Rasayan - http://news.agropages.com/News/NewsDetail---17003.htm talks about experience and pedigree of promoters. Since monsoon will likely to benefit agri stocks, Bharat Rasayan can be fruitful investment for medium to longer term. Hence, we advise our investors to enter in this stock.

(Disc. Invested)

ISGEC - Repeat

ISGEC was initially recommended last year in July, from there on company has shown significant top line and bottom line growth in every quarter. The best part of the company is timely execution of orders and excellent promoters pedigree. Besides having strong experience in manufacturing heavy engineering products, company also collaborate with market leaders through joint venture.

The additional reason for investors should be positive about the company is because this quarter we have seen many sugar manufacturing companies has posted stellar quarterly results. Since, ISGEC also have sugar manufacturing subsidiary, we believe, sugar segment will help in bottom line to grow significantly.

We believe this is one of those unique opportunities where investors do not want to play only on highly commodity based business, yet they want to participate in rally on upward commodity cycle.
We advise investors to accumulate the stock between 4500-4850.

(Disc. Invested, recently added more).