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Dipan Mehta sees long-term opportunity in PG Electroplast, Kitex and power plays
positive
CNBC TV18 - Markets 40d ago

Dipan Mehta sees long-term opportunity in PG Electroplast, Kitex and power plays

Dipan Mehta, Director of Elixir Equities, says India’s air-conditioner outsourcing story remains a strong long-term opportunity, with companies like PG Electroplast and Amber benefiting from rising demand and scale advantages. He is also positive on power transmission players linked to renewable energy growth, sees export opportunities emerging from rupee depreciation, and expects textiles and select pharma names to deliver strong growth despite near-term market volatility.

AMBERDPELENERGYGKENERGYGVPILIREDAKITEXKPELLTGILTBEESOMPOWERPGELSERVOTECHSWSOLARCapital GoodsConstruction
Amber Enterprises Shares in Focus After Q4; Valuations Look Fair, Says Nirmal Bang — Check Revised Target Price
positive
NDTV Profit 53d ago

Amber Enterprises Shares in Focus After Q4; Valuations Look Fair, Says Nirmal Bang — Check Revised Target Price

Following the recent 15% correction, Amber appears fairly valued, contingent on timely execution of Electronics margin expansion without material slippages.

AMBERBANGFOCUSLGEINDIAConsumer DurablesTextiles