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<b>Mudar Patherya:</b> Five gems in the making

The author is talking about stocks of Emami Infrastructure, Shilp Gravures, Haldyn Glass

Market, Nifty, Sensex
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<b> Photo: Shutterstock </b>

Mudar Patherya
This column is my answer to all those people who draw me conspiratorially to a corner at cocktail parties with the classically whispered “Kaai leva jevu? (What to buy)”

Emami Infrastructure: There is nothing in the numbers to suggest a simmering volcano. But, remember the principal behind this company, Rs 394 crore in customer advances on its books likely to become revenues in FY17, an impending net worth-enhancing Zandu Realty merger (with a disproportionately lower increase in equity capital), asset-light pan-Indian project launches — and a market cap of only Rs 165 crore at a time when the illustrious parent