<b>Mudar Patherya:</b> Five gems in the making

The author is talking about stocks of Emami Infrastructure, Shilp Gravures, Haldyn Glass

This column is my answer to all those people who draw me conspiratorially to a corner at cocktail parties with the classically whispered “Kaai leva jevu? (What to buy)”

Emami Infrastructure: There is nothing in the numbers to suggest a simmering volcano. But, remember the principal behind this company, Rs 394 crore in customer advances on its books likely to become revenues in FY17, an impending net worth-enhancing Zandu Realty merger (with a disproportionately lower increase in equity capital), asset-light pan-Indian project launches — and a market cap of only Rs 165 crore at a time when the illustrious parent