✍️Gensol Engineering Ltd:
Co. is building green hydrogen infrastructure and an electrolyzer plant, and secured India’s first Green Hydrogen Valley project in Pune in September 2024.
🔸M Cap: ₹3,075 Cr
🔸CMP: ₹812
🔸P/E: 52.8
🔸3 Years Sales Growth: 147%
✍️Thermax Ltd:
Co. plans to set up an electrolyzer facility under the green hydrogen PLI scheme.
🔸M Cap: ₹61,429 Cr
🔸CMP: ₹5,155
🔸P/E: 103
🔸3 Years Sales Growth: 24.8%
✍️Oriana Power Ltd:
Co. announces a Gigafactory for electrolyzers and BOP modules to produce green hydrogen and e-fuels at a gigawatt scale.
🔸M Cap: ₹3,959 Cr
🔸CMP: ₹2,064
🔸P/E: 73.0
🔸3 Years Sales Growth: 125%
📌Discover the Top picks of High growth low PE companies in the Smallcap / Microcap / SME segment
Companies covered based on FY25 (E) valuations in Set 10:
🔹Tejas Networks
🔹Chavda Infra
🔹AVP infra
🔹Shivalic Power
Hindustan Zinc says
Prices👉 Zinc around 3000$ while Silver around 31-32$
🎯 Volumes will pick up in H2FY25 & we are confident of achieving guidance
🤔Believes GOI OFS is likely to happen
#PriyaAH_Vedanta #AnilAgarwal_Ved #Vedanta_Group
Flavors & Fragrances Industry
Listed Players🔽
src ~ PPFAS
Capex - Proposed - Green H2 Investments at USD 182 Bn
Huge Upcoming Capex Story
Karur Vysya Bank gives us guidance
🎯 Loan +14%-15% in FY25, NIMs will be at 4% in Q3FY25
🎯 Slippage ratio will be at 1%, credit cost at 0.75%
🎯 Expect credit-deposit ratio at 83%-85%
Machine Tools - Machine tool industry is crucial for manufacturing - Potential growth of 10x in 6 years
The machine tool industry is crucial for manufacturing because it enables the production of other machines, parts, and equipment used in a wide range of sectors like auto, aerospace, electronics, railways, etc.
India’s machine tool industry must grow by 12 times to meet the future targets, with expected revenue increasing from $2.5 billion to $25-30 billion by 2030.
The auto components industry aims to double exports from $50 billion to $100 billion in the same period.
For India to meet these goals, production must rise 12 times. The industry is expected to grow at a compound annual growth rate (CAGR) of 13-15%.
#Techera
Crane Manufacturers and Suppliers
Shared by deepak via x
#𝗥𝗮𝘆𝗺𝗼𝗻𝗱 𝗟𝗶𝗳𝗲𝘀𝘁𝘆𝗹𝗲 𝗟𝘁𝗱
• 100+ years of textile mastery 🧵
• EV/EBITDA undervalued at 13.1x 📊
• Expanding in ethnic & sleepwear 🚀
𝗧𝗵𝗶𝘀 𝗶𝘀 𝘃𝗮𝗹𝘂𝗲 𝗿𝗲-𝗿𝗮𝘁𝗶𝗻𝗴 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆!🤑
Shared by investor lens
💎Power transformers
1. CG Power & Industrial Solutions Ltd
Market Cap 1,27,529 Cr.
2. Hitachi energy
Market cap 67984 cr
3. GET&D
Market Cap 49,678 Cr.
💎Energy metres stocks
1. Genus power infrastructure ltd
Market Cap 12,150 Cr.
2. Advance metering technologies ltd
Market Cap 65.7 Cr.
3. Akanksha Power & Infrastructure
Market Cap 292 Cr.
4. ABB India
Market Cap 1,84,174 Cr.
5. Honeywell automation
Market Cap 44,023 Cr.
💎Switchgears stocks
1. RMC Switchgears ltd
Market Cap 842 Cr.
2. S&S Power Switchgear ltd
Market Cap 542 Cr.
3. Shivalic power control
Market Cap 591 Cr.
4. HPL Electric & power
Market Cap 3,391 Cr.
5. Voltamp transformers ltd
Market Cap 14,014 Cr.
✍️Onward Technologies Ltd:
Co. focuses on Mechanical Engineering Design and IT services, including off-highway product and electrolyzer development.
🔸M Cap: ₹837 Cr
🔸CMP: ₹370
🔸P/E: 34.7
🔸3 Years Sales Growth: 25.3%
✍️Advait Infratech Ltd:
Co. manufactures and assembles fuel cells and electrolyzers.
🔸M Cap: ₹1,873 Cr
🔸CMP: ₹1,734
🔸P/E: 72.6
🔸3 Years Sales Growth: 47.0%
India's Hydrogen Electrolyzer Market to reach $78B by 2050, with 16% CAGR
12 Hydrogen Proxy Companies that may benefit from this 👇
Indiamart says
🤞 Optimistic on better paid subscriber addition in H2 vs H1
👍 Expects double digit collection growth in H2FY25
🤩 Standalone Margins will be maintained at 33%
🎯 Expect BUSY infotech will grow by 20-25%
Netweb Technologies India says
FY25 Guidance
🎯 35-40% revenue growth with stable margins
❌ Promoter unlikely to sell more stake
🤔 Don’t see AI revenue crossing 20% vs current 15%
#StockMarket #Nifty
क्या सस्ता क्या महंगा ?
Chemicals PE: Sector PE 45x
1) Deepak Fert: 24x
2) Galaxy Surfactants: 34x
3) Rossari Bio: 35x
4) Balaji Amine: 36x
5) Aarti Ind: 39x
6) PI Ind: 40x
7) Fine Organics: 44x
8) Tata Chem: 45x
9) Deepak Nitrite: 48x
10) SRF: 56x
11) Vinati Org: 59x
12) Sudarshan Chem: 60x
13) Laxmi Organics: 66x
14) Clean Science: 68x
15) Atul: 69x
16) Navin Fluoro: 77x
17) Alkyl Amine: 77x
18) Anupam Rasayan: 85x
19) Neogen Chem: 144x
20) Gujarat Fluoro: 151x
21) Chemplast Sanmar: NA
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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 👇
/channel/+eGyBIduPgNY4OWE1
Should able to #achieve ₹20,000 cr #revenue target by end of #FY25
#Margin will #increase in coming quarters. Expect optic fiber order finalisation soon, EBITDA margin should be between 12-14%
Hospital industry has been witnessing exponential growth & is projected to continued growing going forward. The hospital market, valued at ~ USD 108.5 billion in 2024, is expected to reach USD 193.6 billion by 2032, growing at a CAGR of 8%
Shared by Advait Arora via X
South Indian bank says
Prefer to keep CD ratio closer to 79-80%
We could look to get more aggressive on deposits
Stated goal is to grow deports by 8-10% and Assets by 10-12%
💎Conductors stocks
1. CG Power & Industrial Solutions Ltd
Market Cap 1,27,529 Cr.
2. Apar Industries limited
Market Cap 42,681 Cr.
💎Cables LV & HV stocks
1. KEI Industries ltd
Market Cap 38,667 Cr
2. Motherson sumi wiring india ltd
Market Cap 28,733 Cr.
3. Finolex cables
Market Cap 20,522 Cr.
4. RR KABEL
Market Cap 19,853 Cr.
💎Transmission towers stocks
1. Hitachi energy ltd
Market Cap 67,984 Cr.
2. Jyoti structures ltd
Market Cap 2,876 Cr.
3. Kalpataru projects international
Market Cap 21,038 Cr.
4. KEC International
Market Cap 27,018 Cr.
5. ABB India ltd
Market Cap 1,83,987 Cr.
