Sushil Finance

📢 Initiating Coverage – MASTEK LTD.



Mastek's Oracle practice spans 2,000+ certified consultants and 1,300+ implementations across 40 countries, with independent recognition from Gartner, Everest Group, ISG, and Forrester, a combination few mid-sized Indian IT peers can match.



We expect Mastek Ltd. to deliver 27% growth in Revenues to Rs.4691.8 crore in FY29E from Rs.3698.8 crore in FY26. This growth is majorly driven by the AI led growth with their revenue model transition, its specialization in Oracle Cloud and Salesforce certifications. Furthermore, the company’s presence and relationship with the UK Public Sector has high entry barriers. We estimate the EBITDA and PAT margins to be 16.4% and 11.6% respectively by FY29E. Our estimated EPS is Rs.144.2, Rs. 158.2 and Rs 176.1 for FY27E, FY28E and FY29E respectively. We assign a P/E multiple of 13x to arrive at the target price of Rs. 2290, which is an upside of ~37% from its last closing price at Rs. 1674. We initiate coverage on Mastek Ltd. with a BUY rating, over an investment horizon of 24-30 months.




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5 days ago | [YT] | 1

Sushil Finance

📢 Q4 FY26 Results Update – Kajaria Ceramics Ltd.



Kajaria Ceramics Ltd. recently announced its performance for the quarter ended March 31, 2026. Following are the key highlights.

With the cost optimization measures by the company and improvement in consumer demand, we expect the bottomline to grow faster clip, at 22% CAGR in FY25-28, with FY28E EPS to be Rs. 39.8. We arrive at a Target Price of Rs. 1,650, showcasing an upside potential of 55% from current levels with an investment horizon of 18-24 months, with a BUY rating on the stock.



📩 Comment "KAJARIA" to get the full report

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1 week ago | [YT] | 0

Sushil Finance

📈 India’s tech sector gets a new trading opportunity on the exchange floor.

Introducing BSE Focused IT Index Options - designed to offer exposure to India’s leading technology companies through a single index-based derivative product. 💻⚡

🗓 Launching from 11th May 2026
📅 Monthly Expiry: Last Thursday of every month




#BSE #StockMarket #Derivatives #IndexOptions #ITSector #TechStocks #Trading #IndianMarkets #MarketUpdate #OptionsTrading

1 week ago | [YT] | 0

Sushil Finance

All You Need to Know About the Bagmane Prime Office REIT

🏢 Business Overview
Bagmane Prime Office REIT is a real estate investment trust focused on owning and managing premium Grade A+ office parks in Bengaluru.
Backed by the Bagmane Group (with ~30 years of experience), the REIT has built a strong portfolio of high-quality commercial assets.


📊 Portfolio Strength
* Total Leasable Area: ~19.6 million sq. ft.
* 6 premium business parks across Bengaluru
* Located in top micro-markets:
– Outer Ring Road (ORR)
– Secondary Business District (SBD City)

📈 Occupancy: 98.8% (very strong)
🗓️ WALE: 7.4 years (long-term lease visibility)

🌍 Tenant Profile
The REIT has a high-quality tenant base, including:
🌐 Google
🌐 Amazon
🌐 Nvidia
🌐 Volvo

* ~98.7% rentals from foreign-headquartered MNCs & GCCs
👉 Indicates strong stability and premium positioning

⚡ Additional Assets & Value Drivers
* Solar power capacity: 164.4 MW ☀️
* 2 under-construction hotels (607 keys) 🏨

📈 Growth Drivers
* Built-to-Suit (BTS) developments
* Contractual rental escalations
* Mark-to-market upside (~17.6% higher than current rents)

⭐ Investment Highlights
1️⃣ Strong relationships with global MNC & GCC tenants
2️⃣ Premium, hard-to-replicate office assets
3️⃣ Strategic presence in Bengaluru’s top commercial hubs
4️⃣ Integrated infrastructure with sustainable energy assets
5️⃣ Long lease tenure ensuring stable cash flows
6️⃣ Strong growth visibility through rental upside

1 week ago | [YT] | 0

Sushil Finance

📢 Initiating Coverage – Greaves Cotton Limited.



We expect Greaves Cotton Limited to deliver healthy revenue growth over FY2025–FY2028E, driven by scale-up in the electric mobility segment, steady performance in the core engineering business, and execution under the GREAVES.NEXT framework. The EV business is expected to contribute a higher share of incremental revenues, supported by distribution expansion and improving adoption in last-mile mobility, while the legacy business continues to provide stability and cash flows. We estimate EBITDA and PAT margins to gradually improve over the medium term, led by operating leverage in the EV segment, cost optimization, and a stable contribution from the core business. Our EPS estimates stand at Rs.5.1, Rs.5.7, and Rs.5.7 for FY2026E, FY2027E, and FY2028E, respectively. Assigning a P/E multiple of 36x on FY2028E EPS, we arrive at a target price of Rs.204, implying an upside of ~23% from the CMP of Rs.166, we initiate coverage on Greaves Cotton Limited with a BUY
rating, with an investment horizon of 24–30 months.




📩 Comment "GREAVES" to get the full report

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1 week ago | [YT] | 1

Sushil Finance

All You Need to Know About the ONEMI TECHNOLOGY SOLUTIONS LIMITED IPO

💻 Business Overview
OnEMI Technology Solutions Limited, operating under the flagship brand Kissht, is a technology-enabled digital lending platform focused on providing fast, accessible, and personalized credit solutions.
Established in 2016, the company primarily targets young, digitally active individuals from India’s emerging middle class—segments often underserved by traditional banking due to limited credit history.

💰 Product & Business Model
* Core offering: Unsecured Personal Loans
* Recently expanded into:
– Loans Against Property (LAP) (secured lending)

These cater to both:
✔️ Personal consumption
✔️ Business expansion needs

📊 Scale & Reach
* AUM: ₹ 59,557.53 million (as of Dec 31, 2025)
* Registered Users: 63.73 million

📲 Strong customer acquisition via:
* Digital marketing
* E-commerce integrations
* Unique Credit QR O2O model
* Network of 52,000+ merchant partners

🤖 Technology Edge
The company operates on a cloud-native, AI & ML-driven platform that manages:
* Customer acquisition
* Digital onboarding
* Real-time underwriting
* Automated collections

This enables high scalability and faster credit delivery.

🏦 Funding & Structure
* On-book lending via RBI-regulated subsidiary
👉 Si Creva Capital Services Pvt. Ltd.

* Off-book lending through 47 institutional partners

Ensures a diversified and scalable liability model

📈 Growth & Strategy
* AUM CAGR: 79.53% (FY23–FY25)
* Future focus:
– Expansion into insurance & savings products
– Building a full-stack financial services platform

⭐ Highlights
1️⃣ Large customer base through diversified acquisition strategy
2️⃣ Strong risk management driving asset quality
3️⃣ Access to diversified funding sources
4️⃣ Scalable AI-driven technology platform
5️⃣ Experienced founders backed by marquee investors

2 weeks ago | [YT] | 0

Sushil Finance

📢 Q4 FY26 Results Update – Elecon Engineering Co Ltd



Elecon Engineering Ltd. recently announced its performance for the quarter ended March 31, 2026.



We expect the company’s bottomline to grow at a CAGR of ~15% to Rs. 450 cr in FY26-28E. We view Elecon as a structurally strong play on India’s industrial capex and exports theme, with excellent financial health and execution capabilities. The investment thesis rests on:

(1) sustained growth driven by infrastructure-led demand,
(2) margin stability at high levels due to operational excellence,
(3) potential upside from export penetration by tie up with OEMs.

We expect the PAT and EPS to be at Rs. 450 Cr and Rs. 20.1 respectively. We have assigned a P/E multiple of 34X to arrive at a price target of Rs. 681 which provides an upside of ~32% within 18 to 24 months from the current market price.



📩 Comment "ELECON" to get the full report

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3 weeks ago | [YT] | 0

Sushil Finance

📢 Initiating Coverage – Aptech Ltd

Aptech’s outlook remains positive, supported by its scalable asset light model, expansion into government examination services, and favorable industry tailwinds driven by increasing push for vocational training. We estimate revenue to grow to 614 crores in FY28 from Rs. 480 crores in FY25 with a stable EBITDA and PAT margins of 9.6 and 7% respectively. We expect EPS to grow from Rs. 3.29 in FY25 to Rs. 7.67 in FY28. We assign a P/E multiple of 20 to arrive at a target price of Rs. 153, which is an upside of ~44% from its last closing price of Rs. 106. We initiate coverage on Aptech Ltd. With a BUY rating, over an investment horizon of 24-30 months.

📩 Comment "APTECH" to get the full report

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3 weeks ago | [YT] | 0

Sushil Finance

📢 Initiating Coverage – Ingersoll Rand (India) Ltd



Healthy growth in the manufacturing sector driven by the benign government initiatives like Make in India and PLI schemes, can lead to demand for compressed air systems. On the company front, expansion in Sanand and introduction of new products to drive long term incremental growth. Apart from this, the net debt-free company has been reporting strong return ratios, healthy cash generation & has been paying dividends consistently for years. Going forward, we expect the company to deliver an EPS of Rs.115 in FY28; assigning a target multiple of 44x, we arrive at a target price of Rs.5,079 showcasing an upside potential of 24% from current levels with an investment horizon of 18-24 months.



📩 Comment "Ingersoll" to get the full report



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1 month ago | [YT] | 1

Sushil Finance

📢 Instating Coverage – Marine Electricals (India) Ltd.



We expect Marine Electricals (India) Ltd. to deliver 68% growth in Revenues to Rs.1291.5 crore in FY28E from Rs.767.1 crore in FY25. This growth is majorly driven by the industrial tailwinds backed by Government policies and favorable Macroeconomic outlook, diversification into key segments such as the VTS. Furthermore, the company’s presence in the Shipping Industry (including Indian Navy) has high entry barriers. We estimate the EBITDA and PAT margins to be 11.3% and 7.2% respectively by FY28E. Our estimated EPS is Rs. 4.1, Rs. 5.2 and Rs 6.7 for FY26E, FY27E and FY28E respectively. We assign a P/E multiple of 40x to arrive at the target price of Rs. 269, which is an upside of ~33% from its last closing price at Rs. 202. We initiate coverage on Marine Electricals (India) Ltd. with a BUY rating, over an investment horizon of 24-30 months



📩 Comment "MARINE" to get the full report



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1 month ago | [YT] | 0