Make in India & import substitution play.
#ShreeKarni fabcom received first major order from Safari industries for 20,000 Omega 19fb black bag 🎒
This mark major move up value chain
From fabric to finished bags 🧳
They already fabric supply to
VIP
Safari
Samsonite
Tommy Hilfiger
Hidesign
Swiss military etc.
With dyeing unit coming March They will also eligible supply to global luxury luggage brands .
Imagine opportunity size in coming years
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Packaging Film Companies
(Comparison)
Strong growth trends, profitability spikes and value opportunities!
- Garware Hi Tech
- Jindal Poly Film
- Nahar Poly
- Cosmo First
- Polyplex
HUDCO Management Says Very hopeful that PMAY 2.0 will be big for HUDCO
Net NPA is 0.31%, want to bring it below 0.3% in FY25 - CNBCTV18
SAMHI HOTEL
Growth projects would lead to inventory expansion of 700+ guest rooms and one F&B outlet along with significant repositioning of portfolio - Investor Presentation
Bangalore and Hyderabad to add -55% growth to our Upscale portfolio--2x higher revenue per room than portfolio avg.
Strengthen our share in key office markets of Bangalore and Hyderabad which continue to perform strong
Increasing share of variable leased assets to boost returns and provide capital efficient growth
Combination of operating asset, brownfield and future expansion allows short capex to revenue cycle
Growth to be funded from internal accruals and help in improving leverage ratio
Medical Device Industry
80% Imports Dependency
Motilal Oswal positive on capital market players
Preferred Picks in AMCs:
HDFC AMC: Buy, Target at ₹5200/sh
Nippon AMC: Buy, Target at ₹900/sh
1. Welspun Living Ltd
2. Vardhman Textiles Ltd
3. KPR Mills Ltd
4. Garware Technical Mills Ltd
5. Trident Ltd
6. Arvind Ltd
7. Nitin Spinners Ltd
8. Jindal Worldwide Ltd
9. Alok Industries Ltd
10. Vedant Fashions Ltd
11. Orbit Exports Ltd
12. Bombay Dyeing Ltd
13. Sangam India Ltd
14. Page Industries Ltd
15. Century Enka Ltd
Blowout Earnings This Quarter🟢
Criteria
✅REV Growth > 20-75 %
✅PAT Growth > 40-100 % 🔥
✅Operating Leverage in play
HSBC On IT Sector
- Upgrade Infosys to buy from hold, target raised to ₹2,125 from ₹1,795/sh
- Upgrade Mphasis to buy from hold, target to ₹3,600 from ₹2,900/sh
- Upgrade Wipro to hold from reduce, target to raised ₹263 from ₹119/sh
- Downgrade Tech Mahindra to reduce from hold, target cut to ₹1,510 from ₹1,600/sh
- Downgrade TCS to hold from buy, target unchanged at ₹4,540/sh
- Downgrade Coforge to hold from buy, target unchanged at ₹8,200/sh
- Upgrade LTIMindtree to buy from hold, target raised to ₹6,960 from ₹6,000/sh
Sheela foam: 2.5x opportunity
On the inflection point.
Margin expansion of 500 bps by next 3 years.
Shift from unorganized to organised segment.
Focus is on Indian market & Indian market share has been 70 pc from 65 pc.
Integration of Kurlon has almost completed ; Integration is in final stage .
Margins to improve with synergies coming in.
Furlenco has turnaround.
Investment in branding led to higher advertising & marketing cost in H1.
Demand has been consistent due to strong wedding season.
15 pc growth is quite possible in H2 on Consol basis.
Synergy benefits of 100 crores to be taken this year. Some benefits has been seen in H1.
Confident of 15 pc Cagr growth for next 3 years from Fy26 onwards.
Benefits of Premiumisation to be seen going forward.
New segment of Tarang has picked up well as per channel. Can be INR 300 crore brand .
Recovery in. Spain & Australia to be seen in Fy26.
Presence in Australia is of 17 years & matured market.
In Australia company is large player while Spain has capacity constraint however good growth of 14-15 pc is expected for the market.
E commerce cannot be big as this is largely touch n feel product. Ecom impact has largely on price competition & drag down ASP.
RM prices has been stable & steady.
We believe margin expansion of 500 bps & EPS of INR 53 is quite possible with 40x multiple. We believe stock is atleast 2.5x from here in next 2 years.
Railway is big opportunity with company has been among few players who has been supplying to Vande bharat sleeper.
Credit Abhishek Jain
Highly optimistic about the potential of Trump's second term, U.S. business outlook is secure for the next 6-8 quarters
Confident of 15% CAGR growth in next few years
Vipul Mathur, Welspun Corp to CNBC-TV18
FY30 revenue target in excess of ₹1 lk cr, profit target in excess of ₹10,000 cr. Capex will be in excess of ₹25,000 cr each year FY26 onwards
Not looking at an IPO of solar module facilities at the moment
Praveer Sinha, Tata Power To CNBC-TV18
Here is a summary of the recent soicfinance video on top 10 checklists for Management Analysis for Fraud.
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Today we discuss about One Company in detail
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Getco alone plans 96,000cr investment by 2030
Plans to add 1000 new substations
850 will be 66kv
150 will be 220kv 400kv 765kv
Gujarat & Rajasthan will lead the transmission infra demand
Copled with Renewable infra planned
Regional transmission players may benefit
With huge capital expenditure planned for FY25-FY32, the Transmission & Distribution(T&D) sector is witnessing significant growth in both substation capacity and transmission networks.
National Electricity Plan (Volume II) is likely to be credit positive for EPC companies in the transmission & distribution (T&D).
9 lakh crore investment expected by 2032. Government is looking for PLI scheme for different power transmission components in the value chain.
EPC players in T&D segment are set to experience tailwinds never like before.
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MOFSL Covers P N Gadgil TP 950💹
FY24-27E🔥
REV/EBITDA/PAT: 23% / 31% / 36% CAGR
FY24-27E, 30% store expansion CAGR🔥
- 36 ~ 80 by FY27
FY19-24 REV/Store CAGR
- PNG : 20%/4%
- Titan : 20%/19%
- Kaylan : 14%/13%
- Senco : 16%/10%
- Thangamayil : 22%/13%
Second-largest organized jewelry player in Maharashtra in terms of the number of stores, with ~8% market share in Maharashtra
Aims to become the leading jewelry retailer in Maharashtra within a few years (Tanishq leads in store count at present)
Footfall reported 27% CAGR over FY21-24
Over the last 3 years, the studded ratio has improved by 250bps to 7%, aims to take this ratio into double digits in the coming year (15+%)
Studded jewelry yields higher profit margins as it includes gemstones or diamonds
For Titan & Kalyan, studded share is at 28-29%
Levers for Operating Leverage
- As studded mix improves, margins will expand
- To reduce debt from IPO proceeds. As gold metal loans increase, finance costs will reduce
GML carries a low-interest rate at 3-4%
FY24 Return Ratio: best among peers
- RoE: 34%
- RoIC: 24%
Inventory turnover for PNG is over 5-6x (2-3x higher than the industry)
Risks
- Higher competition
- Gold price volatility
Very comprehensive report by MOFSL
#PNGJL #PNGadgil
PATANJALI FOODS CEO Says High Palm Oil Prices Have An Impact On The Soaps And Biscuits Segment
Expect To See Some Impact Of The Increase In Palm Oil Cost
Contribution Of Palm Oil Is 20% In Biscuits And 20%+ For Soaps - CNBCTV18
Expect ₹3,100-3,200 cr in FY26 revenue from Patanjali's HPC business
Q3 festive season was muted, H2 will be better than H1
FY26 revenue growth seen b/w 7-8% and earnings growth of 8-10%. Expect to see some impact of the increase in palm oil cost
Textiles Sector Has Huge Growth Opportunity in India ✨
15 Companies Which are Actively Focusing on the Textiles Sector
LOGISTICS
Currently Logistics cost is around 14-16%,
Goverment aim is to reduce to single digit in 3 year time.
It would significantly enhance India's Economic competitiveness.
AEROFLEX IND ; Management Says Despite Only 10% Growth In HIFY25, We Will Hit FY25 Guidance
Confident That We Can Hit Our Guidance, Though Europe Is Seeing Some Slowdown
Peak Utilisation Levels & Revenue Will Be Hit By FY26
Introduction Of New Robotic Assembly To Contribute Significantly To Rev Growth From FY26 - CNBCTV18
CEAT says
Speaks on Acquisition of Camso’s Brand
👉 Acquired company margins at 15%-20%, so better than core business
👉 Revenue potential at $250mn
👉 Debt will constitue 70% of funding
🔼💥 ENVIROTECH FATTTAAAAAAAA
119 TO 148 🔥🚀💥
AADHAR HOUSING : Aims Rs 25000-26000 Cr AUM By End Of FY25 Says CEO - PTI
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CDSL , ANGEL ONE , BSE , 5 PAISA , IIFL SEC : 31.7 Lkh New Demat Accounts Added In Nov Month , Up 1.7 % MOM , Lowest Monthly Additions In Last 7 Months
Total Demat Account Now Stands At 18.21 Cr
Nuclear Energy Stocks in India 🏭
1.NTPC – builds Nuclear Power Plants
2.BHEL - builds Nuclear Power Plants
3.Hindustan Construction Company (HCC) - builds Nuclear Power Plants
4.MTAR Tech - makes components for Nuclear Reactors
5.Power Mech Projects – makes components for Nuclear Reactors
6.Walchandnagar Industries - makes components for Nuclear Reactors
7. Kirloskar brother: Global leader in manufacturing pumps for nuclear power plants
