Here are top seven stocks from the
midcap space:
Aditya Birla Fashion & Retail: BUY
Aditya
Birla F&R offers a strong combination of India’s top-four apparel brands
(Madura division) and one of the largest value-fashion retail networks
(Pantaloons). The steps taken to turn Madura around should lead to sustainable
same-store sales growth (SSG).
Crompton
Consumer: BUY
Crompton
Consumer has set itself a target to be the fastest-growing company in the
sector with an aim to create ‘disproportionate’ stakeholders returns. Crompton
has margin tailwinds with an opportunity to grow not only in its existing
categories but also considerably expand its addressable opportunity.
Century Plyboards: BUY
Century
Plyboards is transitioning from a market leader in plywood to a complete
interior-infrastructure-solutions provider by leveraging its brand strength and
distribution network.
Its
diversified raw material sourcing capability is its key competitive advantage.
It has scaled up its laminates business operations and is further expanding its
capacity about 50% to 7.2m sheets by FY18CL.
It
has made a strong entry into the MDF market with an installation capacity of
198,000 cubic metres, around 35-40% of the total MDF capacity. The recent cut
in GST rates also
impacted its margins.
Jubilant FoodWorks: BUY
Jubilant
FoodWorks, a play on the recovery in consumer sentiment and its growth focus
and profitability should drive strong earnings growth.
Apollo Hospitals Ltd: BUY
Apollo
Hospitals is seeing a turnaround in its existing and new hospitals.
Oberoi Realty and Godrej
Properties: BUY
Both companies
are major beneficiaries of the shift to organised developers after the
implementation of RERA.
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