Kaynes Technology says
🤝 Do not believe Tata's entry in the EMS Space is a threat but its a healthy sign
🤩 Current environment is the "Lull before a storm"
👏 PLI Schemes are a very good start by GOI, payments should come on time
3. India vs. China in Textile Exports
- China (2023–24): $293B
- India (2023–24): $35B
India’s textile exports are just 12% of China’s. A shift in demand could create massive growth opportunities for Indian players.
4. Key reasons why this could work:
i. Cost Advantage: Indian textiles offer great value.
ii. Government Support: Schemes like PLI & National Technical Textiles Mission are boosting capacity.
iii. Global Partnerships: India can strengthen trade ties with the U.S.
If Chinese textiles face higher tariffs, U.S. buyers will need alternatives. Indian exporters, with competitive pricing and quality, are well-positioned to step in.
This could lead to higher demand, especially for companies like Kitex Garments.
5. But challenges exist:
- India lacks China’s scale and infrastructure.
- Workforce skill and technology gaps need addressing.
- If the U.S. prioritizes inflation control, tariffs may be delayed or avoided.
6. The Big Picture
Trump’s proposed tariffs could be a game changer for Indian textiles. Companies like Kitex have the potential to thrive, but strategic investments in infrastructure and partnerships will be key to capitalizing on this opportunity.
1. As we can see from Kitex's export growth:
- Exports Value (INR mn):
Q3FY24: 1,523 | Q2FY25: 1,859 | Q3FY25: 2,678
◦YoY Growth: 75.8% | QoQ Growth: 44.0%
- Exports Volume:
Q3FY24: 1,023 | Q2FY25: 1,369 | Q3FY25: 18,233
◦YoY Growth: 1681.8% | QoQ Growth: 1231.6%
2. Trump has hinted at raising tariffs on imports, particularly targeting Chinese goods.
This aligns with his past stance to reduce U.S. dependence on China. But what does this mean for the textile sector?
Textile Sector
Trump’s proposed tariffs on Chinese imports could create a huge opportunity for India’s textile sector.
Companies like Kitex Garments are well-positioned to benefit if the U.S. shifts demand.
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
If the U.S. raises tariffs on Chinese textiles, Indian companies like Kitex could see significant growth as U.S. buyers look for alternative suppliers.
Here's how this could impact the industry
Borosil Renewables
Details the 50% expansion in 🇮🇳 operations
👉 Gets commissioned in 18-21 months
💸 Capex is approx 675cr
🤩 Additional revenues of 500-600cr base don current prices
🤔 Scope for another 500 tn expansion in future
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
