Chief Executive Officer, Emmer Capital Partners Limited

Manishi Raychaudhuri

Chief Executive Officer

Emmer Capital Partners Limited

Emmer Capital Partners is an Asia Pacific focused financial advisory firm engaging in strategic financial asset allocation advice, bespoke thematic research and advising early-stage companies and connecting them to investors. Emmer Capital provides macro-economic and multi-asset investment strategy inputs to institutions, family offices, private wealth managers, private equity, and corporate boards directly and through independent research platforms. Emmer Capital also advises a wide range of startup companies on fund raising and business strategy. Emmer Capital's active engagement with the print and electronic media reaches a broad spectrum of investors across the globe.

Equity Bottom-Up

Housing and Urban Development Corporation Limited / Equity Bottom-Up

Housing and Urban Development Corporation Limited

<ul>
<li>The headline Indian mid cap indices are still expensive, despite a sharp decline since late September. However, when adjusted for growth, many fundamentally attractive mid-caps are cheap.</li>
<li>We screen mid-caps with PEG&lt;1.3x, consensus Buy recommendations and increasing consensus EPS estimates over the past six months. We choose well-covered stocks so that the consensus estimates are meaningful.</li>
<li>Our basket of 20 contains six financial stocks, five materials, four industrials and three consumer discretionaries. Many pertain to the themes of renewable energy, data centers, healthcare, tourism and infrastructure.</li>
</ul>


The headline Indian mid cap indices are still expensive, despite a sharp decline since late September. However, when adjusted for growth, many fundamentally attractive mid-caps are cheap.
We screen mid-caps with PEG&lt;1.3x, consensus Buy recommendations and increasing consensus EPS estimates over the past six months. We choose well-covered stocks so that the consensus estimates are meaningful.
Our basket of 20 contains six financial stocks, five materials, four industrials and three consumer discretionaries. Many pertain to the themes of renewable energy, data centers, healthcare, tourism and infrastructure.


Asian Equities: Twenty Attractive and Cheap Indian Mid-Caps

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>India's data center market currently holds an approximately 3% share globally, despite generating 20% of the world's data which signifies the scope of opportunity.</li>
<li>ICRA projects India's data center operational capacity to more than 2x with an estimated investment of Rs. 50k-55k Crs fueled by the increasing demand for colocation services.</li>
<li>Management of key players like <a href="https://www.smartkarma.com/entities/tata-communications-ltd" target="_blank" data-smartkarma-citation="entities:20892:1" rel="noopener">Tata Communications (TCOM IN)</a> and <a href="https://www.smartkarma.com/entities/anant-raj-ltd" target="_blank" data-smartkarma-citation="entities:15878:1" rel="noopener">Anant Raj Ltd (ARCP IN)</a> highlight the immense growth potential of the Indian data center market.</li>
</ul>


India's data center market currently holds an approximately 3% share globally, despite generating 20% of the world's data which signifies the scope of opportunity.
ICRA projects India's data center operational capacity to more than 2x with an estimated investment of Rs. 50k-55k Crs fueled by the increasing demand for colocation services.
Management of key players like Tata Communications (TCOM IN) and Anant Raj Ltd (ARCP IN) highlight the immense growth potential of the Indian data center market.


Data Center: How Indian Companies Are Capitalizing on the Digital Boom?

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sify-technologies-ltd" target="_blank" data-smartkarma-citation="entities:37436:1" rel="noopener">Sify Technologies (SIFY US)</a> is planning a Rs. 3,000 crore IPO for its data centre subsidiary, Sify Infinite Spaces, aiming to unlock significant hidden value and realign its market valuation.</li>
<li>The IPO underscores rapid growth in India's data centre market, driven by Digital India and 5G, offering a strategic edge with lower capital costs versus global peers.</li>
<li>Investors can capitalize on a notable valuation arbitrage, as Sify’s data centre arm is vastly undervalued compared to the parent’s market cap, promising long-term upside.</li>
</ul>



Sify Technologies (SIFY US) is planning a Rs. 3,000 crore IPO for its data centre subsidiary, Sify Infinite Spaces, aiming to unlock significant hidden value and realign its market valuation.
The IPO underscores rapid growth in India's data centre market, driven by Digital India and 5G, offering a strategic edge with lower capital costs versus global peers.
Investors can capitalize on a notable valuation arbitrage, as Sify’s data centre arm is vastly undervalued compared to the parent’s market cap, promising long-term upside.


Sify Technologies: Unlocking Value with Data Centre IPO

India

Anant Raj Limited is a real estate development company. The Company develops malls, residential, and commercial properties.

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Anant Raj Ltd (ARCP IN)

Asian Equities: Twenty Attractive and Cheap Indian Mid-Caps

Indian midcap indices are pricey despite recent drop, but many fundamentally strong midcaps offer value when growth is factored in. Our screen on...

Manishi Raychaudhuri

Data Center: How Indian Companies Are Capitalizing on the Digital Boom?

India's data center market has huge growth potential, with ICRA projecting a 2x increase in operational capacity and significant investments...

Nimish Maheshwari

Sify Technologies: Unlocking Value with Data Centre IPO

Sify Technologies plans Rs. 3,000 crore IPO for data centre subsidiary, aiming to unlock hidden value and capitalize on India's growing data...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Asian Equities: Twenty Attractive and Cheap Indian Mid-Caps

​Indian midcap indices are pricey despite recent drop, but many fundamentally strong midcaps offer value when growth is factored in. Our screen on...

Manishi Raychaudhuri

Data Center: How Indian Companies Are Capitalizing on the Digital Boom?

​India's data center market has huge growth potential, with ICRA projecting a 2x increase in operational capacity and significant investments...

Nimish Maheshwari

Sify Technologies: Unlocking Value with Data Centre IPO

​Sify Technologies plans Rs. 3,000 crore IPO for data centre subsidiary, aiming to unlock hidden value and capitalize on India's growing data...

Sudarshan Bhandari

Indian midcap indices are pricey despite recent drop, but many fundamentally strong midcaps offer value when growth is factored in. Our screen on...

India's data center market has huge growth potential, with ICRA projecting a 2x increase in operational capacity and significant investments...

Sify Technologies plans Rs. 3,000 crore IPO for data centre subsidiary, aiming to unlock hidden value and capitalize on India's growing data...