5 best mid cap stocks to invest in 2015

1. #5 Best Mid-Cap stocks to invest in 2015

2. Stock 1-Glenmark Pharma Glenmark Pharmaceuticals Ltd is a research-driven, global, integrated pharmaceutical company which is a leading niche player in the discovery of new molecules both NCEs (new chemical entity) and NBEs (new biological entity) with significant exposure in the generic business and API business. About The growth, going ahead is likely to be broad based with India and the US, the largest geographies growing at a decent pace and emerging segments such as RoW markets and Latin America showing greater traction. Taking into account the product pipeline the prospects are certainly to improve in FY16E and FY17E if indeed the momentum improves. Investment Argument The US FDA had issued a warning letter in 2009 to Glenmark Pharma to stop manufacturing Morphine Sulfate tablets and solutions and had again issued a warning letter in 2010 for marketing of unapproved new drugs which were in violation of the FDA act. Risk CMP Sales OPM EPS PE BVPS PBV EV EV/Sales ROE FY Financials 2014-13 1017 6005 18 19 53 106 10 29247 5 18.2 2015-14 1017 6595 16 23 43 106 10 29368 4 22.1

3. Stock 2-Aurobindo Pharma Aurobindo Pharma Ltd derives 82% of its revenues out of international operations. APL has emerged as one of the top ANDA filers with 395 ANDAs filed in the US market. Going ahead, with US$70bn going off- patent in the US over the next three years, we believe APL is well placed to tap this opportunity and is one of the largest generic suppliers About The recent acquisitions of the Western European formulation businesses of Actavis and US's Natrol, has lead APL to become a $ 2billion+ sales company. Aurobindo Pharma has received USFDA approval for Cefixime. The product has an estimated market size of US$123mn and has a lot of competition. Investment Argument Half of the ANDA filings are awaiting approval, which may take some time to get cleared. This may delay the revenue recognizing opportunities of the company Risk CMP Sales OPM EPS PE BVPS PBV EV EV/Sales ROE FY 2014-13 716 8100 26 20 36 64 11 42899 5 31.3 Financials 2015-14 716 12043 21 27 26 88 8 43300 4 30.6

4. Stock 3-Divi's Lab Divi's Labs is one of the leading players in the CRAMS segment and has one of the strongest Custom Chemical Synthesis (CCS) pipeline with presence in the entire lifecycle of a pharmaceutical product. Also it earns ~93% of its revenues are based on exports, of which 75% is earned from US and Europe About In the current market scenario, Rupee has depreciated considerably. This would greatly benefit Divi's Lab since ~93% of their revenue comes from export of which 75% comes from US and Europe. Custom Synthesis business has been a high margin business and it has seen some good traction due to improving economic scenario globally Investment Argument Although Custom Synthesis business is high margin but it is susceptible to fluctuation in demand due to slowing down of economy and de-stocking by the distributors. Risk CMP Sales OPM EPS PE BVPS PBV EV EV/Sales ROE FY Financials 2014-13 2074 2532 40 58 36 223 9 28274 11 26.1 2015-14 2074 3103 38 64 32 263 8 28353 9 24.4

5. Check Right Portfolio , as per your Risk profile FREE Start Now Continue reading…

6. Stock 4-Cummins India Cummins India Limited is leading manufacturer of diesel and natural gas engines in India. It has four business units - Industrial Engine, Power Generation, Distribution, and Automotive. Cummins in India, a power leader, is a group of complementary business units that provide varied services About The company has reported strong growth numbers which was mainly due to strong export traction. Management has indicated that steps taken by the government to revive the economy have started bearing results which were reflected in early signs of recovery seen in segments linked to infrastructure and defense spend Investment Argument The company is cautiously optimistic about their profitable growth prospects in the short-term. High raw material cost has impacted the company's operating margin which was mainly due to import of certain products which were CPCB-2 compliant. Risk CMP Sales OPM EPS PE BVPS PBV EV EV/Sales ROE FY Financials 2014 03 1116 3977 18 21 53 93 12 31568 8 22.9 2015 03 1116 4321 17 28 39 104 11 31766 7 27.2

7. Stock 5-United Phosphorus United Phosphorus Ltd (UPL) is one of the biggest producers and exporters of organic and inorganic mercury compounds in India and leads the domestic pesticide and fumigant segment- agrochemical industry. It is present across major markets including the US, EU, Latin America and India About Global agrichem industry valued at US$53bn (CY2014) has one-third of its market share dominated by off-patent products. This provides a high- growth opportunity for largely integrated generic players like UPL which plans to take advantage of this and increase its market share in the overall generic. Also it enjoys an edge over competition Investment Argument Agrichem along with being a commodity product is dependent on agriculture which is further monsoon dependent. The current agriculture uncertainty of less rainfall may directly impact the company’s growth Risk CMP Sales OPM EPS PE BVPS PBV EV EV/Sales ROE FY Financials 2014 03 520 10771 18 23 22 122 4 23310 2 19.0 2015 03 520 11911 20 27 19 137 4 23460 2 19.6

8. We Offer Advisory Fees Rs. 365 Per Annum Customized advise only for you Regular Review and Rebalancing Customized , unbiased Wealth Management @Rs. 1 per day Unlimited Long Term Investment Advise Start Now Tax efficient portfolio design No Minimum investment Substantial Savings in Commission (Optional)

9. Right Process 1 2 3 4 5 Financial Goals Knowing- Risk Profiling Knowing- Right Portfolio Buy/ Sell Regular Monitoring Investment Products right as per risk profile With least Brokerage & Commission Of Portfolio and Markets All Financial Goals of the life Risk Capacity- How much Risk you can afford to take The amount required to meet them Inflation adjusted Portfolio efficient which is tax With Nil hidden costs Rebalance when required Investments Risk Attitude- How much Risk you want to take Know Best 5 shares for your Risk Profile Start Now

10. What You get@ Rs 1 Wealth Creation Advice Monthly Savings Advice Tax Saving Investments In case you want to invest Lump Sum In case you want to invest On Monthly basis In case you want to Make Tax Saving Investments Portfolio Restructuring Advice Online Transaction Goal Planning If you want to Restructure your portfolio In case you want to Plan your Financial Goals In case you want to Buy and Sell any product

11. Why AdviseSure Our Simple and easy Personal Finance Tools & self-help process, ensures that you take Better control of your entire Finance in 7 Minutes , to your satisfaction. Simple & Easy Paperless Process Invest and Manage Online , on a Single Click. No need to Fill boring Physical forms and storing statements. Manage Your Finance with easy and simple back office.. Multiproduct We advice on almost all Financial Products except banking accounts. You can transact in all products through us. Our technology will ensure superior Experience We don't Push Products to our Customers Like Agents or Brokers, for commissions or brokerages. You can continue buying and selling with your current Broker or Agent. However you can also transact through us at substantial low Cost. Cost Effective Online Access You can manage your account from anywhere through multiple support points

12. Disclaimer "This message may contain confidential, proprietary or legally privileged information. It should not be used by anyone who is not the original intended recipient. If you have erroneously received this message, please delete it immediately and notify the sender. The recipient acknowledges that AdviseSure.com or its subsidiaries and associated companies, (collectively "AdviseSure "), are unable to exercise control or ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmissions and further acknowledges that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authorityof AdviseSure. “Any document which is prepared by the research team of AdviseSure.com or its subsidiaries is circulated for purely information purpose only to the authorized recipient and should not be replicated or quoted or circulated to any person/corporate or legal entities in any form. This document/documents/reports/opinion should not be interpreted as an Investment /taxation/ legal advice. While the information contained in the report has been procured in good faith, from sources considered to be reliable, all statement/statements/opinion/opinions/view/views in the report shouldnot be consideredto be completeor accurate. Therefore,it shouldonly be relied uponat the recipientsof this mail’s own risk. AdviseSure Investment Advisors is India’s first only Advise platform where we help individual, managing his personal finance. AdviseSure Investment Advisors is part of AdviseSure Ventures Private limited. AdviseSure Investment Advisors is a SEBI registered Investment Advisor and its associate/group company empanelled with AMFI as a distributor .You can execute transactions with your banker, broker or agent/ financial intermediary . We also offer transaction services through various associations, at a substantially lesser cost to our clients as compared to other financial intermediaries, so that you start your financial plan with AdviseSure Investment Advisors is a safe and secure platform. Our recommendations rely on historical data. Historical/ past performance is not a guarantee of future returns. The information and views presented here are prepared by AdviseSure Investment Advisors. The information contained herein is based on our analysis and upon sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and we are not responsible for any loss incurred based upon it. This document is solely for the personal information of the recipient. The investments discussed or recommended here may not be suitable for all investors. Investors must make their own investment decisions based on their specific investment objectives and financial position and using such independent advice, as they believe necessary. While acting upon any information or analysis mentioned here, investors may please note that neither AdviseSure Investment Advisors nor any person connected with any associated companies of AdviseSure Investment Advisors , accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in this document (including the merits and risks involved),and shouldconsulttheir own advisors to determine the merits and risks of suchan investment. AdviseSure Investment Advisors CORPORATE OFFICE : Level 8, Vibgyor Towers, G Block, C62,Bandra Kurla Complex, Mumbai 400 098, India ------------- Website : www.advisesure.com Email: care@advisesure.com