💎 Transformers stocks
1. Tril
Market Cap 13,087 Cr
2. Voltamp transformers
Market Cap 14,001 Cr
3. Indotech transformers
Market Cap 2,533 Cr
4. Pitti engineering ltd
Market Cap 4,610 Cr
5. Bharat Bijlee
Market Cap 5,672 Cr
SECTOR: SMART METERS ELECTRICALS
COMPANY: SALZER ELECTRONICS
BOARD : MAINBOARD
COMPANY ENGAGED IN BUSINESS OF SWITCH GEARS ,SMART METERS, CABLES
MARKET CAP 2075 CR
STOCK CMP: 1174
PE 44X
PROMOTER HOLDING 37.5%
Conference call Study
Guidance from management for FY25
1. Revenue growth 18-23%,
2. Ebidta margin 10-10.5%
3. Smart meter Factory fully ready with necessary testing and certifications
4. Additional Revenue from Smart meter
5. 1000 cr revenue only from smart meter from smart meter in FY26
6. Expecting 40L Smart meter in FY26
7. EBITDA Margin in Smart meter
8. For Smart meter company in Talks with 7 customers including's Adani, GMR, NCC
9. Capex for FY25 50 Cr including Smart meter
✔️As per REVENUE GUIDANCE & EBITDA GUIDANCE potential move for FY25 AND FY26 Could be 30% to 100%
⚠️Disclaimer: Above stock study is not buy sell stock suggestion just sharing for information purpose only
👉Dolat Algotech Ltd:
Co. is a NSE trading and clearing member, engaged in securities broking and trading.
🔹M Cap: ₹ 2,585 Cr
🔹CMP: ₹147
🔹P/E: 12.0
🔹ROCE: 27.7%
🔹Sales Growth 5 Years: 25%
👉Satia Industries Ltd:
Co. is in the business of Writing and Printing Paper, Agriculture, and Cogeneration of Power.
🔹M Cap: ₹1,120 Cr
🔹CMP: ₹112
🔹P/E: 6.29
🔹ROCE: 23.4%
🔹Sales Growth 5 Years: 19%
👉JK Paper Ltd:
Co. is a leader in office papers, coated papers, and packaging boards, is highly respected in the industry.
🔹M Cap: ₹8,525 Cr
🔹CMP: ₹503
🔹P/E: 8.96
🔹ROCE: 20.3%
🔹Sales Growth 5 Years: 21%
👉Mahanagar Gas Ltd:
Co. distributes natural gas across Mumbai, nearby areas, and Raigad in Maharashtra.
🔹M Cap: ₹17,499 Cr
🔹CMP: ₹1,772
🔹P/E: 14.6
🔹ROCE: 36.6%
🔹Sales Growth 5 Years: 19%
👉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
👉West Coast Paper Mills Ltd:
Co. produces paper for printing, writing, and packaging from its Dandeli mill in Karnataka.
🔹M Cap: ₹4,067 Cr
🔹CMP: ₹616
🔹P/E: 7.26
🔹ROCE: 29.3%
🔹Sales Growth 5 Years: 19%
👉Ashoka Buildcon Ltd:
Co. operates in construction and infrastructure on EPC and BOT models and sells ready-mix concrete.
🔹M Cap: ₹7,151 Cr
🔹CMP: ₹255
🔹P/E: 13.2
🔹ROCE: 27.1%
🔹Sales Growth 5 Years: 61%
👉Agarwal Industrial Corporation Ltd:
Co. deals in petrochemicals, bitumen logistics, LPG, and wind energy.
🔹M Cap: ₹1,684 Cr
🔹CMP: ₹1,126
🔹P/E: 14.0
🔹ROCE: 20.4%
🔹Sales Growth 5 Years: 52%
👉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
