Arihant Capital Markets Limited · NSE:ARIHANTCAP
Arihant Capital Markets — Diwali Pick Slide
18 slides from Arihant Capital Markets's investor presentation, November 2021
Slide 1: Arihant's Diwali Mithai Portfolio
Dollar Industries Vishnu Chemicals RPSG Ventures ICICI Bank State Bank Of India ArihantCapit al Wealth Arihant’s Diwali Mithai Portfolio STOCK PICKS FOR SAM #YehDiwaliArinantStockWali Gokaldas Exports Se PAT 2078 Hero MotorCorp Ss Zee Entert. Enterprise Tata Motors Sun TV Network Ambuja Cement Infos
Slide 2: Happy Samvat 2078
HAPPY SAMVAT 2078 We hope you and your family are safe and in good health. Samvat 2077 was a wonderful year for the investors. During Samvat 2077, the Indian stock markets made record highs this October and, surprisingly enough, were unmoved even by the second wave of the pandemic in the April-May p
Slide 3: Diwali Mithai Box
DIWALI MITHAI BOX Sr. No Company CMP (INR) TP (INR) Potential Upside (%) 1 Dollar Industries Ltd. 462 569 23% 2 Vishnu Chemicals Ltd. 810 1,513 87% 3 RPSG Ventures 770 2,842 269% 4 ICICI Bank Ltd. 804 942 17% 5 State Bank Of India Ltd. 516 624 21% 6 Gokaldas Exports Ltd. 226 357 58% 7 Hero Motorcorp
Slide 4: Dollar Industries Ltd.
Dollar Industries Ltd. CMP ₹ 462 | Target ₹ 569 (25x FY23E EPS) Dollar Industries Limited (DIL) has become one of the leading brands in the hosiery sector with an enviable 15% market share and a significant percentage in textile exports of the total production in the Indian hosiery market. Having fu
Slide 5: Vishnu Chemicals Ltd.
Vishnu Chemicals Ltd. CMP ₹ 810| Target ₹ 1,513 (14x FY24E EPS) Vishnu Chemicals Limited is in the business of manufacturing, marketing and export of chromium and barium chemicals and their derivatives. The Company's principal product/services include Basic Chromium Sulphate, Sodium Dichromate and B
Slide 6: RPSG Ventures
RPSG Ventures CMP ₹770 | Target ₹2,842 (4x FY24E EPS) The company's strong and diversified verticals provides sustainable revenue growth visibility. RPSG into FMCG (Healthy snacks) , IT (BPO player), Pharmacy (Ayurveda), real estate (Quest mall) and recently acquired sports business. Too Yumm one of
Slide 7: ICICI Bank Ltd
ICICI Bank Ltd CMP ₹804| Target ₹942 (2.7x FY24E ABV) Over the last few years, ICICI Bank has transformed itself into a retail focused bank. Retail portfolio of the bank has increased from 52% in FY17 to 68% as on Sep’21. The Bank’s consolidated total assets stood at INR 12.76 tn as on Sep’21. Bank
Slide 8: State Bank of India
State Bank of India CMP ₹516| Target ₹624 (1.4x FY24E P/BV) SBI is India’s largest bank in terms of loan book and branches. SBI commands a domestic market share of over 22% in loans and it has an extensive pan-India network of 22,224 branches and 63,906 ATMs. As on June’21, SBI’s loan and deposit bo
Slide 9: Gokaldas Exports Ltd.
Gokaldas Exports Ltd. CMP: ₹226 | Target Price: ₹357 (17x FY23E EPS) Gokaldas Exports Ltd. (GEL), incorporated in 1995, is the largest exporter of garments in India. The company manufactures blazers and pants (formal and casuals), shorts, shirts, blouses, denim wear, swim wear, active and sports wea
Slide 10: Hero MotorCorp Ltd.
Hero MotorCorp Hero MotoCorp Limited, formerly Hero Honda, CMP Ltd. is an₹2,681| FY23E IndianTarget EPS) ₹3,156 (16x multinational motorcycle and scooter manufacturer headquartered in New Delhi, India. The company is the largest two-wheeler manufacturer in the world, and also in India, where it has
Slide 11: Ambuja Cements Ltd.
Ambuja Cements Ltd. CMP ₹410 | Target ₹449 Ambuja Cements Limited, formerly known as Gujarat Ambuja Cement Limited, is a major Indian cement producing company. The group markets cement and clinker for domestic and export markets. The greenfield integrated plant at Marwar Mundwa: The Company has co
Slide 12: Sun TV Network Ltd.
Sun TV Network Ltd. CMP INR 590 | Target INR 675 (15x FY23E EPS) Sun TV Network (Sun TV) is a leading regional broadcaster in India, which owns and operates a bouquet of 32 TV channels prominently across southern market (Tamil, Telugu, Kannada , Malayalam) and Bengali language and also an OTT app Su
Slide 13: Infosys Ltd
Infosys Ltd CMP ₹1,700| Target ₹1,932 (27.3x FY24E EPS) Infosys is a leading provider of consulting, technology, outsourcing and next-generation digital services, with clients in more than 50 countries. The company creates and execute strategies for their digital transformation. We believe that In
Slide 14: Tata Motors DVR
Tata Motors DVR CMP INR 252 | Target INR 304 (~9x FY23E EPS) Tata Motors Ltd is India`s largest automobile company. The product range of the company includes Passenger Cars: Indica Vista, Indica V2, indica V2 Turbo, Indica V2 Xeta, Indica V2 Dicor. Indigo XL, Indigo, Indigo Marina Indigo CS. Nano. F
Slide 15: Zee Entertainment Enterprises Ltd.
Zee Entertainment Enterprises Ltd.CMP ₹311 | Target ₹398 (24x FY23E EPS) Zee Entertainment Enterprises Ltd, a subsidiary of Essel Group, is an Indian mass media company with interests in television, print, films, mobile content and internet and allied businesses. Proposed Merger with SPNI: Zee pro
Slide 16: Last year Diwali pick performance
Last year Diwali pick performance Sr No. Company Reco Price Target Price CMP Returns 1 State Bank Of India Ltd. 219 295 501 129% 2 IDFC First Bank Ltd. 33 41 50 50% 3 HDFC Life Insurance Company Ltd. 623 703 683 10% 4 JK Lakshmi Cement 290 330 610 110% 5 HCL Technologies Ltd. 855 1006 1152 35% 6 Dab
Slide 17: Arihant's Diwali Mithai Portfolio
Arihant’s Diwali Mithai Portfolio STOCK PICKS FOR SAMPAT 2078 #YehDiwaliArihantStockWali ArihantCapital Generati ing Wealth
Slide 18: #YehDiwaliArihantStockWali
#YehDiwaliArihantStockWali ArihantCapital Arihant’s ae Diwali Mithai Portfolio STOCK PICKS FOR SAMPAT 2078 Equities & Derivatives | Commodities | Currency | Bonds | IPO | Mutual Fund Advisory | PCG | Depository | Online Trading | Mobile Trading | Merchant Banking | Insurance Registered Office: 6, La