List of Companies by Subhash

  • Axtel Industries : Process engg equipment for food pharma & chem
  • Cupid Ltd - condom maker
  • AlphaGeo - some invested, not more
  • JHS Svendgaard - Check more, good growth.
  • Control Print - Sells printers then paint
  • Vimta Labs - High price, low ROCE
  • Himadri Speciality Chemicals - Lowering debt. Unique produce
  • Emmbi Industries - Good growth
  • Bodal Chemicals - Manufacturer H-Acid, cycle upturn
  • Associated Alcohols - Great profit growth, low debt, cheap
  • Focus lighting - Low debt, high growth, high ROCE, ROE
  • RKEC Projects - Low debt, high growth, high ROCE, ROE
  • Automotive Axles : Sales & Profit Growth, No Debt, cheap
  • Banka Bioloo : Makes bio toilet. Cheap and growing
  • NOCIL : Less sales growth, rest up & up
  • Fairchem Speciality : New company with massive sales growth
  • S P Apparels : Saw something in Valuepickr hence wanna buy but forgot what. High growth, exports.
  • National Peroxide : Generic chemicals. Increasing sales profits. Good ratios. Down and out cause clubbed with other chemicals.
  • I G Petrochem : Low debt. New plant in 2020.
  • Bharat Rasayan : Cheap with Massive growth https://www.valueresearchonline.com/story/h2_storyview.asp?str=47055
  • Softtech Engineers : Good growth though new to market
  • Kiri Industries : Dyes. Low ROCE, but Numbers look good
  • Beekay steel industries : nice growth, low debt
  • Savita oil technologies :
  • DIVIS, Granules, IPCA, Laurus Labs : Pure API players, will do great
  • Dynemic products & Vidhi speciality chemicals : Food additives
  • TAAL Enterprices : Aircraft charter, great ROCE, no debt
  • PSP Projects
  • DFM Foods : Fast food makers(chips)
  • Gulf Oil : Great profit growth, awesome ROCE
  • Arman Financial, MAS Financial :Gamble away
  • Deepak Nitrite
  • Caplin Point: promoter integrity, good growth
  • Prime customer services: Warehousing and veggies, risky bet
  • Sika Interplant system : Defence contractor in aviation space. Airplace repair. Low ROCE ROE but great profit growth
  • Sharda Motor Inds: Cheap PE, high profit growth, no debt, high interest loans from promoters.
  • Cyient - Engineering design ITeS
  • Ganesh Benzoplast : Cheap, all ratios going great
  • Bharat Parenterals: Good growth cheap smallcap
  • Permanent Magnets: Massive profit growth
  • Shri Bajrang Alliance: Steel but cheap as shit.
  • Huhtamaki ppl : good parents good growth
  • Sheshashayee Papers : Great growth , cheap
  • Avantel : Hi TEch, in Defence. Has moat.
  • T&I Global : Cheap as shit tea processing machine manufacturer
  • Everest Organics : Good growth, comparatively cheaper, some debt

Just Archiving here his selection so that it does not get lost in discussions.