neeraj dewan

“There are some Adani companies which have good value, something like Ambuja Cement. Consolidation is happening plus they are putting in more capex there. That is one stock I am positive on…

"Several infrastructure stocks where order books are almost 3x last year's sales, and there are some of them which are even 3.5, 3.7 times their last year’s sale so there were good order…

“Going ahead, my take on would be that Jio should pick up and retail should also pick up but I am still a little apprehensive about how the O2C business margins and the profitability is…

“The margins right now have gone up to 17% which is even better than the pre-Covid levels and their top line also should be now close to the pre-Covid levels,” says Neeraj Dewan, Director,…