A. Commodities
- Reliance Industries – Perennially evergreen company
- Reliance Petroleum – Largest refinery with very high Nelson complexity index that will lead to highest gross refining margins, GRMs
- NRE Coke – integration from coking coal to coke
- Tata Steel – formerly Tisco; lowest cost producer of steel plus large value addition through Corus acquisition
- Hindalco – 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 – largest reserves of iron ore in private sector
B. Telecom
- RCom – marketing aggressiveness plus financial engineering plus political acumen
C. Auto
- Tata Motors – from world's cheapest car to luxury Jaguar to SUV Landrover to trucks -- will be in global top five in 5 years
D. Finance
- ICICI Bank – proactive, aggressive fund raising and lending taking full advantage of slow decision making at PSU banks
- Reliance Capital – straddling all areas of non-banking financial services
- Sbi: Going to became Public sector largest bank
E. Infrastructure
- L&T – another evergreen company, value unlocking through listing of subsidiaries, very strong core business
- Patel Engineering – strong position in high margin high technology construction sector, real estate development
- Punj lloyd: A Very large corpus of order in pipeline &likely to become next L&T
F. Pharma
- Glenmark – innovator, out-licensor of drugs in fast growing therapeutic areas like lifestyle diseases
- Cipla – innovator copier, low cost supplier of essential medicines people can't do without
G. Realty
- DLF – proxy for the Indian real estate sector
- Unitech – number 2 and tries harder than number 1
- Sobha Developers – fully integrated real estate contractor who graduated to property developer status
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