Commodities:
~ Reliance Industries [Get Quote] (Perennially evergreen company)
~ Reliance Petroleum [Get Quote] (Largest refinery with very high Nelson complexity index that will lead to highest gross refining margins, GRMs)
~ Gujarat NRE Coke [Get Quote] (integration from coking coal to coke)
~ Tata Steel [Get Quote] (formerly Tisco; lowest cost producer of steel plus large value addition through Corus acquisition)
~ Hindalco [Get Quote] (lowest cost producer of aluminium plus large value addition through Novelis Fusion Technology)
~ Sterlite Industries (commodity powerhouse at a time when globally commodities are in a super cycle)
~ Sesa Goa [Get Quote] (largest reserves of iron ore in private sector)
Telecom ~ RCom (marketing aggressiveness plus financial engineering plus political acumen) Auto ~ Tata Motors [Get Quote] (from world's cheapest car to luxury Jaguar to SUV Landrover to trucks -- will be in global top five in 5 years) Finance ~ ICICI Bank [Get Quote] (proactive, aggressive fund raising and lending taking full advantage of slow decision making at PSU banks) ~ Reliance Capital [Get Quote] (straddling all areas of non-banking financial services) Infrastructure ~ L&T (another evergreen company -- value unlocking through listing of subsidiaries, very strong core business) ~ Patel Engineering [Get Quote] (strong position in high margin high technology construction sector, real estate development) Pharma ~ Glenmark [Get Quote] (innovator, outlicensor of drugs in fast growing therapeutic areas like lifestyle diseases) ~ Cipla (innovator copier -- low cost supplier of essential medicines people can't do without) Realty ~ DLF (proxy for the Indian real estate sector) ~ Unitech (number 2 and tries harder than number 1) ~ Sobha Developers [Get Quote] (fully integrated real estate contractor who graduated to property developer status)
