i) Poddar Pigments: Market Cap: Rs 270 Crores buy market price @ 315 Poddar pigments manufactures colours and additive masterbatches. It is the first company in India that manufactures masterbatches for Nylon, Polypropylene and polyester multi filament. Positives: - 5 Year growth rate is healthy for sales and PAT figures - Company has decent ROE - Very low debt levels Negatives: - Short term growth is in single digits - Margins are falling - Company enjoys little/NO pricing power