India Shelter, with its small base, focus on self-employed individuals in TierII/III cities and rapid footprint expansion is well-placed for sustaining high growth of 33 per cent in affordable housing finance, said Kotak.
EPACK Durable, a contract manufacturer for room air conditioners, plans to raise Rs 400 crore through a fresh issue of shares for capacity expansion and debt reduction, and Rs 240 crore through an offer of sale by promoters and private equity investors.
The list is dominated by capex plays as the impact of the upcycle is being noticed in both earnings as well as share prices. Topping the chart are two rail stocks - Titagarh Rail Systems and Jupiter Wagons - which have been reporting at least a 100% YoY jump in their profits. In the September quarter, Titagarh reported a 107% rise in PAT and 54% sales growth while Jupiter saw its profit rising 233% against 111% growth in sales.