👉Emkay Global Financial Services Ltd:
Co. is in the business of providing capital market services.
🔹M Cap: ₹643 Cr
🔹CMP: ₹259
🔹P/E: 14.0
🔹ROCE: 17.1%
🔹Sales Growth 5 Years: 32%
👉PNC Infratech Ltd:
Co. executes projects like highways, bridges, power lines, runways, and industrial development.
🔹M Cap: ₹11,993 Cr
🔹CMP: ₹468
🔹P/E: 9.26
🔹ROCE: 15.8%
🔹Sales Growth 5 Years: 22%
Demergers can be beautiful if you do the following things well:
1. Demerged entity should have wonderful business economics. Eg:- Wealth Manager demerged with 20%+ ROE.
2. Multiples should be cheap vs Peers or cheap enough for you to not carE about valuations. Ideally, the PEG has to be below 1 or discount with peers has be wide. Eg:- Nuvama discount vs 360 one in the past or AARTI Pharmas discount to Aarti drugs post listing.
3. Near term numbers should be good. You should have a sense of business and how the sector is doing. Given institutions are forced sellers many times in the demerged entity. Only thing that will support the valuations or lead to re rating is good numbers. A demerger in a sector doing bad, can give immense pain in the near term. Eg:- Piramal pharma demerger when the sector turned for the worse.
Finally, demergers are nothing but buying good businesses for cheap as forced institutional selling gives an opportunity to the flexible retail investors.
Sahasra Electronics 565 to 790 💥🔥🚀
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35 Companies with consistently increasing quarterly EPS growth over the past five quarters, from June 2023 to June 2024.
↑ Zomato
↑ Shakti Pumps
↑ Igarashi Motors
↑ Inox Wind
↑ GE T&D
↑ Frontier Springs
↑ Pondy Oxide
↑ Granules India
↑ Epigral
↑ Subros
↑ HPL Electric
↑ Just Dial
↑ Garware Hi-Tech Films
↑ Skipper
↑ Aarti Industries
↑ ITD Cementation
↑ Apollo Hospitals
↑ Nuvama Wealth Management
↑ Vardhman Textiles
↑ Anant Raj
↑ Motila OFS
↑ Patel Airtemp
↑ Venus Pipes
↑ KPIT Technologies
↑ CAMS
↑ Sun Pharma
↑ Five-Star Busses Finance
↑ Triveni Turbine
↑ Torrent Pharma
↑ Caplin Point
↑ CCL Products
↑ Bajaj Finance
↑ ICICI Bank
↑ First Source Solution
↑ Cholamandalam Financial Holdings
Join for more such details 👇
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Gopal Snacks Q2FY25 Concall KTAs
CMP: INR 445| MCap: INR 5,530 Cr| TTM EPS: INR 7.8
Arihant Capital
Outlook: Though the management has guided for an aggressive top line and margin target, we are maintaining our apprehensions on its attainability. The upcoming H2 will lead to a pick-up in volumes and a resurgence of pushed-back festive demand. Input prices have started to pick up from their previous low, and we remain cautiously optimistic.
The company expects correction in the namkeen category with Q4 bringing a new crop of channa and potato, easing up RM prices.
Developments in Namkeen: Namkeen's growth has been much lower compared to categories like pellets and extruded snacks. This segment is currently being developed through a higher share of LUPs via MT and e-commerce. This segment is targeted to attain 2-digit growth.
Market Outlook: Since India’s snack consumption is 30-40% that of developed nations, the long-term headroom to grow seems promising.
Palm oil prices have increased despite ample availability due to the September import duty hike from 5% to 25%. The duty is supposed to be revised in February.
Guidance: FY27- Topline INR 2,000-2,200cr, with 14-14.5% EBITDA margin. FY25- Topline growth of 14%
Exports will refocus in Q1FY26.
Distributor addition: They added 80 distributors last year and 160 this year. However, these begin at a monthly revenue of 1 Lakh per month, which takes 3-6 months to scale up to 5 Lakhs (breakeven). It takes 2-3 years for them to scale up to 15 Lakhs, which is the company-level distributor revenue. Hence, though distributor addition has been strong, major revenue contribution comes from existing established markets like Gujarat.
Gopal Snacks says
FY25 Guidance
😋 Revenue +13%-15%
😋 Margins at 11%-12%
Wafer sales 👉 Will scale to Rs.200cr this year & Rs.350cr in FY27. Wafer commands better gross margins 🤩
AI & Data Centre Infra Value Chain
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Motilal Oswal is bullish on IPCA Lab with a Buy rating and target price of Rs 1,950.
The brokerage believes that company is well poised to deliver strong earnings growth over FY24-FY27e
ONE PAGER ON SKIPPER
Credit SOIC
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐬𝐭𝐨𝐜𝐤𝐬 𝐰𝐢𝐭𝐡 ZERO 𝐝𝐞𝐛𝐭 …
𝐋𝐨𝐧𝐠 𝐭𝐞𝐫𝐦 𝐆𝐨𝐨𝐝 𝐂𝐀𝐆𝐑 𝐩𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥
1-JIO financial
2-Quick Heal tech
3-MOIL
4-GIC
5-DE NORA
6-CMS INFO SYSTEM
7-GM Brew
8-Likhita infra
9-Mazgoan dock
10-BEL
11-DATA Patterns
Private Capex - RE Power - Tata Power Plans 1 GW Wind Power yearly - 50% of India's current additions just by 1 company
1 GW Annual additions = 50%+ of current wind installations by one single company
Huge potential for Wind Power & Cranes
#Sanghvimovers
#Tarachand
#Crown
ANTONY WASTE Management Says Don't See A Big Increase In Costs But See A Positive Change In Margin
Have Worked With Navi Mumbai Municipal Corp For Many Ys & This Order Is A Repeat Tender
Have Bid For Orders Worth ₹5,000 Cr & May Be Able To Win ₹2,000-2,500 Cr
In FY26 Margin Will Improve By 125-150 Bps
Source: CNBC-TV18
👉Electrosteel Castings Ltd:
Co. manufactures DI pipes, fittings, CI pipes, and supplies pig iron.
🔹M Cap: ₹12,052 Cr
🔹CMP: ₹195
🔹P/E: 13.6
🔹ROCE: 16.2%
🔹Sales Growth 5 Years: 33%
Abakkus' Winning Formula "15:15:15"
🔸 PE < 15
🔸 ROCE > 15%
🔸 5-Year Sales Growth > 15%
Sunil Singhania: Renowned Investor & Founder of Abakkus Asset Management Sunil B Singhania 👇👇
Angel One address some of the most important questions wrt impact due to SEBI's F&O curbs 👇
Industry F&O Volumes: To Drop 20-22%
Hit to discount broker revenues: 13-14%
Will BSE Gain Market Share? : Won't result in any big shift from NSE to BSE. He says there is certain stickiness on platforms..
2nd Quarter of FY25 result started and if you want all company Q2FY25 then don't forget to join this channel to get free Quarterly result as well as stock market news free of cost 👇
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Mining & Construction Equipment Industry Set for 70-80% Growth
List of 4 Companies likely to Benefit from this Growth
1) Tega Industries Ltd
2) Steelcast Ltd
3) TIL LTD
4) BEML LTD
HyundaiMotor India IPO opens today, mgm says
🚘 Royalty at 3.5%, unlikely to increase
❌ Haven’t lost any market share in SUVs
💪 Strong start to the month of October
🤩 Premiumization & exports will margins
👏 Focussing on localisation
Paras Defence says
💰 QIP money will be deployed for working capital needs
👍 Confident of out-beating revenue growth guidance of 20-30% for next couple of years
PRADIP KUMAR DAS IREDA Says Growth will sustain in next quarters as well
Will continue to fund only green energy projects
Bidding in solar project in the range of Rs 2.5 to 3 per kWh is sustainable
Solar Energy sector has good growth potential
Trying to have a different business setup for financing small green projects through subsidiary
Already started doing retail loans since last 7 to 8 months
By end of this year or Jan/Feb will come with the fund raising
Will bring net NPA to Zero in next two years -CNBCTV18
Top Futuristic Multibagger Themes 🔥
📺 Manufacturing
🤖 AI
🌉 Data Centre
🌊 Water
♻️ Recycling
☀️ Green Energy
🚘 EV
🗼Transmission
🏗️ Infrastructure
🪖 Defence
🚂 Railway
✈️ Tourism
🏥 Healthcare
🛵 E Commerce
MRO for Aviation is going to be biggest theme of next decade in India 🇮🇳.
-Air India investing 1400cr in 35 Acre MRO faculty in bangalore
-Dassault creating MRI in Noida for 50 mirage-2000 jets & 36 Rafele.
-Tata blockhead Martin setting MRO base for C-130
-Boeing setting MRO for Navy P-81 fleet
-Indigo opened 2nd MRO facility in bangalore in 2022
-Airbus tie up with HAL to establish new MRO facility.
-Airindia Nagpur MRO seek defence business
Both Civil, Defence MRO business is going to grow exponentially.
Some companies in the MRO theme
1. TechEra Engineering ~250 Crs Mcap
2. Ramco Systems ~1452 Crs Mcap
3. Axiscades ~2238 Crs Mcap
4. DCX Systems ~3637 Crs Mcap
🔼🔼🔼CEINSYS LTD 536 to 831 fire mood 💥
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Skipper Mngmt Says TAM Is At 3-4 Lk Cr i.e. 50% Of 9.2 Lk Cr Announced In NEP
Topline To Grow At 25% CAGR Over Next 3 Years; Aim To Reach ₹10,000 Cr In Next Few Years
Aim To Reach ₹10,000 Cr Topline In FY29
-CNBCTV18
Reforms - EV - Tougher Localisation Norms - Make in India
Stricter Localization Norms: The government has introduced tougher localization requirements for electric vehicle (EV) manufacturers to qualify for subsidies under the PM E-DRIVE scheme.
Inspection of Suppliers: New regulations allow testing agencies to inspect the premises of EV component suppliers providing parts to beneficiaries.
- Component suppliers will face increased scrutiny.
- A strict mandate for manufacturers to assemble or manufacture components in India.
- Beneficiaries must list all suppliers of subsidized components.
Effective from April 1, 2025, the new rules equate assembly with manufacturing, requiring suppliers to adhere to localization norms.
SPECIALITY ALLOYS
Sales up 12%, realisations up 4% YoY.
Sales down 15%, realisations up 7% MoM.
Sales up 13%, realisations up 3% QoQ.
CARBON STEEL
Sales up 49%, realisations down 13% YoY.
Sales down 3%, realisations down 1% MoM.
Sales up 7%, realisations down 9% QoQ.
