D-Link India looks like a steady, cash-generating networking hardware business that may be overlooked, backed by a supportive parent company and a growing Indian market for electronics and connectivity. The catch is that the stock already reflects high expectations on the balance sheet, so the upside depends on continued strong growth and careful use of cash.Read more

Electrosteel castings is the leading Ductile pipes manufacturer with 40% market share and multiple competitive advantages including international accredations, with rising incomes and infra projects, electro should be able maintain healthy order books and above market margins, the company has focused on reducing debt in the last year or so and i believe it should be able to either a) payout to their shareholders i.e dividends ( Unlikely), or b) develop a capacity/portfolio expansion strategy which should further fortify Electro as a leader in the industry. Their focus on increasing exports should allow electro to tap into new markets and expand over the next few years.Read more