Interarch Building Products Ltd.
A key player in Pre-Engineered Building (PEB) sector.
- Expertise in turnkey PEB solutions, combining design, engineering, and execution.
- Positioned to benefit from India’s industrial growth and urbanization trends.
Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only.
Читать полностью…
✍️Logistics and Warehousing Companies:
🔶Allcargo Logistics Ltd:
Co. specializing in multimodal logistics, Allcargo can leverage improved connectivity and capacity at Kandla Port.
🔹M Cap: ₹4,637 Cr
🔹CMP: ₹47.2
🔹P/E: 134
🔹3 Years Sales Growth: 7.90%
Shipbuilders and Repair Companies:
🔶Cochin Shipyard Ltd:
Co. excels in building, repairing, and upgrading advanced ships, having exported 45 vessels globally and serving a diverse range of clients.
🔹M Cap: ₹ 39,248 Cr
🔹CMP: ₹1,492
🔹P/E: 44.2
🔹3 Years Sales Growth: 8.95%
Oil & Gas and Petrochemical Companies:
🔶Indian Oil Corporation Ltd:
Co. is expanding its LPG import terminal at Kandla, which will directly boost its operations.
🔹M Cap: ₹1,90,043 Cr
🔹CMP: ₹135
🔹P/E: 11.1
🔹3 Years Sales Growth: 28.7%
Shipping and Logistics Companies:
🔶Container Corporation Of India Ltd:
Enhanced container handling capacity at Kandla Port will positively impact companies like CONCOR, which manages container logistics.
🔹M Cap: ₹46,069 Cr
🔹CMP: ₹757
🔹P/E: 35.5
🔹3 Years Sales Growth: 10.4%
IRB Infrastructure Developers Ltd:
Co. as a key player in infrastructure, IRB could gain from road and connectivity projects linked to the port.
🔹M Cap: ₹ 34,621 Cr
🔹CMP: ₹57.3
🔹P/E: 56.2
🔹3 Years Sales Growth: 11.8%
🚢Big Push for "Make in India, Make for the World" Initiative: ₹57,000 Cr Investment in Kandla Port
🚢List of 11 Companies that are likely to benefit from the development and expansion of Kandla Port in Gujarat
Credit cost will soon peak out for #NBFCs
If Bajaj Fin’s credit cost for #FY25 comes near #guidance, stock will re-rate
-Ajit Kumar, Nomura
Happy Forgings says
On the 650cr Capex
👉 Revenue potential around 600-800cr
👉 Margins & return ratios will be better
Overall Busines
👉 Capex of Rs.1000cr, to be mostly funded via internal accruals
👉 Increased contribution from industrials/exports
ICICI DIRECT ON KEC INT
The orders bolster growth targets for the next 2–3 years. YTD order inflows now total ~₹19,525 crore, with an L1 position of ~₹2,405 crore.
The management aims for ₹25,000 crore in order intake for FY25.
An insightful video by soicfinance and ishmohit1 on 'Top 10 Mega Themes to rule 2025'
Key insights on Themes including Key Players, Challenges, and Valuations.
Here are my notes breaking down the video
Tailwinds sectors and their companies
(Only Personal View)
1. Transmission- Viviana, TRANSRAIL, Power grid
2. Data Centre - Techno electric, E2E
3. Jewellery- PNG Gadgil, Goldiam
4. Retail - Smart bazar, Vishal mart, Uni eSol
5. Hotels - Samhi
6. Medtech - Indegene
7. Space - Jyoti CNC
8. MRO - Adani, indigo, unimech
9. Water management- EIEL, Effwa
10. EMS - PGEL, Amtron
Wockhardt says
On Miqnaf 👉 Revenue potential for co is ₹500-700 cr in next 2-3 yrs
WCK 5222 👉 My mid next year expect a product approval globally
Guidance for next year 👉 Revenues will grow in high double digits with margins in double digits
One Pager On Elecon Engineering
Disclosure: Not a buy/sell recommendation by any means. Only for educational purpose.
🔶Transport Corporation of India Ltd:
Co. is engaged in the Business of Freight Transport,Supply Chain Solutions and Transport through Seaways.
🔹M Cap: ₹8,539 Cr
🔹CMP: ₹1,091
🔹P/E: 22.4
🔹3 Years Sales Growth: 12.8%
🔶Mazagon Dock Shipbuilders Ltd:
With a focus on shipbuilding and repairs, Mazagon Dock may also benefit from expanded maritime infrastructure.
🔹M Cap: ₹86,987 Cr
🔹CMP: ₹2,156
🔹P/E: 33.8
🔹3 Years Sales Growth: 32.7%
🔶 Gujarat State Petronet Ltd:
Co. may benefit from increased energy-related trade and infrastructure developments in Gujarat.
🔹M Cap: ₹19,835 Cr
🔹CMP: ₹352
🔹P/E: 13.2
🔹3 Years Sales Growth: 14.4%
🔶 Gateway Distriparks Ltd:
Co. as a logistics service provider, Gateway Distriparks could benefit from improved trade flows through the port.
🔹M Cap: ₹4,030 Cr
🔹CMP: ₹80.6
🔹P/E: 17.6
🔹3 Years Sales Growth: 8.69%
Larsen & Toubro Ltd:
Co. is involved in large-scale infrastructure projects, L&T could secure contracts for the construction of port facilities and allied infrastructure.
🔹M Cap: ₹ 4,94,708 Cr
🔹CMP: ₹3,596
🔹P/E: 36.8
🔹3 Years Sales Growth: 17.6%
Port Operators and Infrastructure Developers:
Adani Ports & Special Economic Zone Ltd:
Co. is already active in Gujarat, APSEZ could benefit from increased port traffic and complementary projects in the region.
🔹M Cap: ₹2,48,819 Cr
🔹CMP: ₹1,153
🔹P/E: 24.3
🔹3 Years Sales Growth: 28.6%
📣Quaterly Earning ( Q3FY25) Season start 🗓
🎤So dont miss any Quaterly Result ✏️update
Join Today 👇
@Companyupdate
🟢 Power T&D - Multi Decadal theme with 1.7 Trillion USD Capex in 26 years
Solar capacity- 3.5x in 6 years
Wind capacity - 3.3x in 6 years
CAGR of 15% 🔥
Growth Drivers
🟩 6x AI energy consumption 👌
🟩 EV adoption ⏫️
🟩 Green H2 requires 125 GW power
🟩 Data center 🚀
FY24 - 50E Capex in USD Bn with share in total capex
🟩 Solar - 690 (41%)
🟩 Transmission- 524 (31%)
Transmission lines to increase by 20% while substation capacity by 50%
Companies to benefit
🟩 Transformers- Indotech, TRIL, Silchar etc
🟩 Towers - Skipper, Advait etc
🟩 Cables - Dynamic Cables, KEI Industries, Delton, Polycab etc
🟩 Smart Meters - Salzer, Genus, HPL Electric
🟩 EPC - KPI Green, Waaree, Adani Green, Oriana Power, Suzlon, KP energy, KPGEL etc.
Staying invested in this theme will create fortunes 🔥🔥
Source - Niveshay
@stockinfo33
Comparative insights into two tech players: Newgen Software & Zaggle
- Newgen excels in mission-critical software for enterprises.
- Zaggle innovates in fintech with spend management solutions.
AARTI DRUGS Management Says API Prices Have Been Declining In The Last Few Qtrs - CNBCTV18
API Prices Have Remained Flat QoQ In Dec Qtr, There Is A -Ve Price Variance YoY
Based On The Current API Price, Co Is Looking To Achieve ₹4,000 Cr Rev By FY27
Foresee 12-13% EBITDA Margin In FY25
68 companies out of 150 in Nifty Midcap 150 are at 50+ PE..
Hoarding by Funds look like this. Nifty midcap 150 is the universe, any growth in this index is getting value to the moon.
17 Companies are 100+ PE and 36 companies are at 70+ PE ratio here.
It's even more expensive than small cap or microcap. You wont see the industry participants discussing this..majorly DIIs and FIIs are invested here
Credit : SOIC
ATTENTION TO ALL-REGARDING ITC HOTELS DEMERGER
Jan 6: Record Date to determine ITC Ltd shareholders eligible for ITC Hotels shares following demerger.
ITC shareholders to get 1 share of ITC Hotels for every 10 held of ITC.
Price Determination of ITC Hotels (Until Listing):
source: Nuvama Alternative Research:
Based on the difference between ITC’s closing price on January 3, 2025, and the opening price of ITC on January 6, 2025 (discovered during the Special Pre-Open Session, SPOS).
Impact on Domestic Passive Indices (NSE/BSE):
source: Nuvama Alternative Research:
ITC Hotels will be maintained at a constant price based on the difference from January 3, 2025 and the open price of ITC discovered during the special pre-open session.
It will be excluded from indices 3 business days after its listing date (if there are no circuit breakers).
If the stock hits circuit limits, the exclusion will be postponed by two trading days each time
Brokerages Take:
Nomura: ITC Hotels to list at 200-300, market cap of 42,500-60,000 cr
Centrum Broking: TP of 583 on ITC, would adjust 17/share post demerger
Nuvama: Initial market price for ITC Hotels to range between 150-17522-25 post demerger
ITC’s price to be adjusted by
SBI Securities: Implied fair value of ITC Hotels between 113-170470-473
Adjusted price of ITC post demerger:
🆒IPO GROUP
Where only IPO related information you will get all SME and MAINBOARD IPO Details you will get Don't miss to Join
@IPOINFO3
DISCLOSURE:
I AM NOT HOLDING THIS STOCK AND THIS IS NOT BUY SELL RECOMMENDATION ONLY FOR LEARNING AND UNDERSTANDING BUSINESS PURPOSE KINDLY NOTE IT 🙏🏻
