A lot of money could be made on Srikalahasthi Pipes: Madhusudan Sarda

In a chat with Madhusudan Sarda, Managing Partner, Vallum Capital Advisors Private Ltd, shares his top pick among the smallcap space

ET Now: Please share with us some stock ideas, considering your forte is midcaps. Which are the counters that you are extremely bullish on?

Madhusudan Sarda: See we are bullish on the Indian infrastructure theme in a broader way. Within that space, we think there are a lot of stock-specific ideas where there has not been too much of tracking by the investor community at large. We focus on very small and midcap ideas, and one off that I would like to share with you.

We like a company which is into making of Ductile iron (DI) pipes . It has been doing significantly well for last couple of years. It has great potential to grow in the rapid urbanisation situation that India is in.

Here, I am talking about Lanco Industries, which has now been renamed to Srikalahasthi Pipes. This is an idea where we think a lot of money is to be made.