Fundamental Analysis (Long term)

28 Oct 2024 03:02

About the company:

Jaybee Laminations: Established in 1988 and has 35+ years of industry experience.

Make CRGO and CRNGO silicon steel core used in transformers, inverters, reactors & rectifiers.

Around 97% of the revenue is generated from transformer segment.

Fundamental Analysis (Long term)

28 Oct 2024 03:01

JAY BEE LAMINATIONAL LTD - SME STOCK
CMP: 303
LOT SIZE : 1000

PROXY OF TRANSFORMER

Fundamental Analysis (Long term)

26 Oct 2024 10:21

https://youtu.be/Wytnmubk8OE

Fundamental Analysis (Long term)

26 Oct 2024 05:21

Remarks : Company is doing good and one can keep observe company closely i see 30 to 41 range is good one as promotor also buy in ranges also govt supporting for this industries and company is debt free, Expecting it can do well in long term

Fundamental Analysis (Long term)

26 Oct 2024 05:18

Company is debt free

Fundamental Analysis (Long term)

26 Oct 2024 05:16

https://www.business-standard.com/industry/news/india-aims-to-double-edible-oil-output-to-cut-down-reliance-on-imports-124100301371_1.html

Fundamental Analysis (Long term)

26 Oct 2024 05:12

Revenue Breakup - FY23:

Sale of Vanaspati & Refined Oil ~98%,
By products ~2%

Fundamental Analysis (Long term)

26 Oct 2024 05:12

Clientele:
Raja Biscuits, Sohna, Ready Roti, Mrs. Bector's Cremica, Godrej, Britannia, Bikano, Anmol, United Biscuits, Sungold, etc.

Fundamental Analysis (Long term)

26 Oct 2024 05:10

BUSINESS OVERVIEW

ASL manufactures Vanaspati and cooking oil with applications in Speciality Fats like biscuits, puffs, pastries, etc. It also offers its products as food ingredients to food manufacturers and food service industry

Fundamental Analysis (Long term)

26 Oct 2024 05:08

Boasting a robust production capacity of 600 MTPD and an annual turnover exceeding 162.62 million USD, ASL takes pride in its strong portfolio of brands and its esteemed market reputation.

Fundamental Analysis (Long term)

26 Oct 2024 05:08

ASL has successfully served over 2108 customers across 8 states, with an impressive 83.5% rate of repeat orders.

Fundamental Analysis (Long term)

26 Oct 2024 05:07

Drive into the world of flavor and excellence with Ajanta Soya Limited (ASL), a trailblazer in the realms of Edible Oil, Vanaspati Ghee, and Bakery Fat.

With a legacy spanning over three decades, ASL has been delighting taste buds and spreading happiness since its inception on January 13, 1992, under the Companies Act, 1956.

Fundamental Analysis (Long term)

26 Oct 2024 04:29

Good morning we wil study one company

Fundamental Analysis (Long term)

25 Oct 2024 08:43

Coromandel International says

🎯 EBITDA/tn of Rs.4500-Rs.5000/tn
🎯 Value added products at 40% vs 35% (yoy)

Fundamental Analysis (Long term)

25 Oct 2024 04:06

EARNINGS

Good-Dixon Tech, Nippon Life, Cyient, Coromandel

Mixed-ITC, Castrol, Oracle

Inline-GCPL, United Breweries, DCB Bank, PNB Housing Finance, GMR Airports

Weak-IndusInd Bank, NTPC, JSW Energy, Petronet LNG, MGL, Glenmark, Finolex Industries

Fundamental Analysis (Long term)

28 Oct 2024 03:02

Company made important component of transformer and 20 to 30% of cost of transformer made by Jay bee lamination

Fundamental Analysis (Long term)

27 Oct 2024 10:01

https://youtu.be/sy4jsb7rZcw

Fundamental Analysis (Long term)

26 Oct 2024 05:41

Remarks : Company is doing good and one can keep observe company closely i see 30 to 41 range is good one as promotor also buy in ranges also govt supporting for this industries and company is debt free, Expecting it can do well in long term

Fundamental Analysis (Long term)

26 Oct 2024 05:21

PROMOTOR IS CONTINOUSLY BUYING

Fundamental Analysis (Long term)

26 Oct 2024 05:18

GOVT READY TO SUPPORT THIS INDUSTRIES , WE HEAVILY DEPENDEDNT ON EDIBLE OIL FROM OUTSIDE

Fundamental Analysis (Long term)

26 Oct 2024 05:16

https://www.thehindubusinessline.com/economy/agri-business/india-hikes-customs-duty-on-edible-oils-aims-to-boost-local-oilseed-production/article68640113.ece

Fundamental Analysis (Long term)

26 Oct 2024 05:12

Production Capacity:

Company's manufacturing facility is located at Bhiwadi (Rajasthan) with a total installed capacity of 1.65 Lac MTPH. In FY23, company produced 97,022.552 MT of Vanaspati/Refined Oil

Fundamental Analysis (Long term)

26 Oct 2024 05:10

PRODUCTS & BRANDS

Company offers edible vegetable oils & fats, including soyabean oil, palm oil, sunflower oil, rice bran oil, mustard oil, groundnut oil, cottonseed oil, vanaspati, specialty fats, etc. under the brand names Anchal, Dhruv, Nutri-1992, ASL Pure, Parv, Fine Fingers & ASL

Fundamental Analysis (Long term)

26 Oct 2024 05:08

So many brand by ASL

Fundamental Analysis (Long term)

26 Oct 2024 05:08

ASL has carved a niche for itself as a low-cost manufacturer offering premium-quality products and innovative solutions

Fundamental Analysis (Long term)

26 Oct 2024 05:07

Specializing in the manufacturing of Vanaspati and a diverse range of cooking oils, including shortening products tailored for Specialty Fats such as biscuits, puffs, and pastries, ASL has emerged as an industry leader.

Since its listing on the BSE in 1992, ASL has proudly introduced over 300 SKUs to the market, delivering an impressive 22.3 Lac tonnes of Edible Oil.

Fundamental Analysis (Long term)

26 Oct 2024 05:06

AJANTA SOYA LTD
CMP: 42.4
MARKET CAP : 342 CR

Fundamental Analysis (Long term)

25 Oct 2024 08:43

RR Kabel gives us guidance

🎯 FY25 Volume growth revised to 15% vs 20% earlier

🎯 EBIT margin for W&C at 8-8.5%

👍 FMEG segment will be margin positive by Q1FY26

Fundamental Analysis (Long term)

25 Oct 2024 08:42

DixonTech expects FY25 revenue to be much higher than the guidance, expects rev to be close to ₹40,000 cr against the guided range of ₹30,000-32,000 cr.

The co also sees margin rising to the levels around 4.5% in next 18 months from current level of 3.7%

Fundamental Analysis (Long term)

24 Oct 2024 08:28

AU SMALL FINANCE

H1 slippages are seasonal

Expect ROA of 1.6% in FY25 & 1.7% in FY26

Won't compromise on Asset Quality for Growth

90% of the book is secured

Not growing microfinance business, as there are challenges there