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.
📌Discover the Top Picks of High growth, Low PE companies in the SME / Microcap / Smallcap segment
Sectors covered based on FY25 (E) valuations in Set 8:
🔸Water Infra
🔸Electronics manufacturing
🔸Drones manufacturing/Service
Credit Pratik bagadia
#ALEPXSOLAR - Alpex Solar has provided guidance to achieve ₹2,000 Cr in revenue with an EBITDA margin of 19%, translating to an estimated EBITDA of approximately ₹380 Cr. Based on this projection, the company is currently trading at a forward EV/EBITDA multiple of 6x
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Uflex announces capex in aseptic packaging in Egypt
Says
Will be funding the new capex via 1/3rd equity and 2/3rd debt
Aseptic packaging facility will be commercialized by Q3FY26
Topline would 150mn dollars from 12billion packs in aseptic packaging
JTEKT India to Build New Factory in Gujarat 🏭
🔹JTEKT India has approved the construction of a new factory in Jalisana, Ahmedabad
🔹Investment: ₹250 crores for the plant building
🔹Purpose: Expand production capacity for steering/driveline products
🔹Construction to begin in Winter 2024-25, with new infrastructure expected by FY 2027-28.
#JTEKT #NewFactory #ManufacturingExpansion #Gujarat
UFLEX MANAGEMENT Says Announced Capex Plan Will Be Commissioned By Q3FY26
Capex Will Be Funded By 2/3rd Debt & Remaining Equity
Looking At Newer Markets In Egypt & European For Aseptic Packaging - CNBC-TV18
ICICI Bank is well positioned, expect ICICI Bank to have a loan growth of 16-16.5% in FY25
Banks like AU SFB, Equitas will benefit on NIM in FY26
Nitin Aggarwal of MOFSL to CNBC-TV18 post banks' Q2 updates
GARWARE HITECH FILMS
We study around 1885 currently trading around 3800 which is more than 100% gain
This is from my side about SAHASRA ELECTRONICS SOLUTION LTD
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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
SHYAM METALICS Q2 BIZ UPDATE
STAINLESS STEEL
There has been an increase of 90% in sales volumes, whereas the realisations have increased by 18% on a YoY basis.
There has been an increase of 16% in sales volumes, whereas the realisations have decreased by 15% on a MoM basis.
There has been an increase of 11% in sales volumes, whereas the realisations have increased by 2% on a QoQ basis.
ALUMINIUM FOIL
There has been an increase of 79% in sales volumes whereas realisations have increased by 10% on a Yoy basis.
There has been an increase of 27% in sales volumes, whereas the realisations have increased by 1% on a MoM basis.
There has been an increase of 12% in sales volumes, whereas the realisations have increased by 6% on a QoQ basis.
Will share detail study on this
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#PGEL
PG ELECTROPLAST (EMS PLAYER)
🎯Future Guidance:
The company is expecting Rs. 4250 Cr revenue in FY25, which includes Rs. 600 Cr revenue from JV with Goodworth Electronics.
The company is anticipating 25% to 30% CAGR Growth for next 4-5 years.
CAPEX GUIDENCE FY25 350CR.
Ashok Leyland Begins Delivery of 180 Electric Trucks to Billion Electric Mobility ⚡️
🚛Ashok Leyland has started delivering AVTR 55T Electric and BOSS Electric trucks to #BillionE Mobility
🚛The delivery includes 180 electric vehicles as part of a significant partnership
🚛Broad consideration: ~₹150 Crores
🚛The AVTR 55T Electric Tractor is the first 4x2 tractor by an Indian OEM, designed for superior performance and eco-friendly transportation
🚛BillionE's order aligns with their focus on a cleaner, greener future.
#AshokLey #AshokLeyland #ElectricVehicles #SustainableMobility #GreenTransport
Shivalic Power Control
Co. records revenue of INR 535 Millions in H1 FY25(growth of 72% YoY)".
Management says Further in the coming H2 the company is looking forward to achieve growth backed by strong execution, capabilities and order book visibility.
There are many stock doing well, few stock near to cost or below cost too, But over long term Almost all can do well
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Will update further if any new update we see about this company
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https://youtu.be/ya2wVAXCpkM?si=h-re2mpERp7b982w
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Marquee Investors Like Mr. Ashish Kacholia(Bengal Finance), Mr. Madhu Kela, Mr. Sunil Singhania, Funds Like HDFC Bank, Negen Undiscovered Value Fund, India Equity Fund, Next Orbit Growth Fund can be seen in Anchor Investors list.
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