Stock Recommendations For Your Portfolio

Cadila Healthcare | BSE CODE: 532321 | Volume: 3164 | CMP: Rs 664.00

Cadila Healthcare has been one of the favourite counters in the pharmaceuticals space. But after reporting a poor set of number in Q1FY14, the stock has seen a decrease of 10 per cent in its prices. But the tide seems to be turning in its favour once again, and the company looks all set to reclaim its lost glory. It is likely to witness a healthier set of number in H2FY14 based on five ANDA approvals. This includes one re-launch and three fresh launches. The molecules that have received approval are Lansoprazole DR Capsules (market size USD 430 million), Divalproex ER (market size USD 300-400 million), Sirolimus, Zolmitriptan ODT (orally disintegrating tablets) and Zolmitriptan (2.5 mg and 5 mg tablet). Apart from this, it is also heard that the results for the second quarter of the present fiscal will be better on a yearly as well as sequential basis. Investors can look at this stock to earn some profits in the medium term.

Motherson Sumi Systems | BSE CODE: 517334 | Volume:42253 | CMP: Rs 254 .00

Motherson Sumi Systems has significantly scaled up its business through acquisitions and JVs to create a global company with marquee clients, while focusing on ROCE and maintaining dividend payout of over 30 per cent. New order wins worth Euro 4 billion in FY13 at Samvardhana Motherson Peguform (SMP) and Samvardhana Motherson Reflectec (SMR) provides sales visibility for the company. The expansion in margins acts as an insulator, and the margins expansion in the SMR/SMP segment over the past three quarters also indicates the company’s efforts in this direction going forward. SMR has a market share of 22 per cent in the passenger cars and commercial vehicles segments of the global rear view mirror market. It has 45 per cent/55 per cent market share in Europe/India. While the market share is relatively lower in US, China and Japan (47 per cent of global car production) and South America, this is likely to increase significantly going forward as capacities are in place along with orders. One can look at investing in this counter to make some gains in the medium term.