KAYNES Tech Says Stick To Revenue Growth Guidance Of ₹3,000 Cr & 15%+ EBITDA Margin For FY25 - CNBCTV18
Orderbook Stands Strong, Better Than Last Year
Have Fairly Good Visibility In FY28 Driven By OSAT Biz
Its An Aggressively Demanding Market With A Lot Of Execution Challenges
AURIONPRO Solutions Management Says Have a negligible presence in Europe before Fenixys acquisition
We expect European revenue contribution to reach double digits within 2 years
Fenixys is a profitable company and the acquisition will be EPS accretive
Fenixys is expected to achieve Aurionpro's margin level of 20%+ in 18 months
WABAG Ranked 3rd among "World's top 50 Private Water Operators"
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ORDER BOOK MORE THAN MARKET CAP
RKEC PROJECTS
Market Cap : Rs 227 Cr.
TTM Sales : Rs 419 cr
Order Book : Rs 1170 cr
Order Book more than 4 times of Market Cap and approx 3 times of Sales.
Current Price : 94.5
Stock P/E : 8.98
Book Value : 74.1
ROCE : 16.0 %
ROE : 12.6 %
Debt to equity : 0.94
Promoter holding : 66.1 %
OPM : 13.7 %
Sales growth : 51.0 %
Med Sales Gwth 10Yrs
17.4 %
No Buy/Sell recommendation.
Credit : CMA Gurvinder Malhotra
Don't see any revenue or volume growth in FY25, impact of Karnataka duty + rise in iron ore prices would lead to Rs 3,000/tonne price hikeCopied from stockaajorkal telegram channel
Finding it very difficult to increase prices due to China dumping, would want the scope of dumping investigation to be expanded beyond flat rolled products
RK Goyal, MD , Kalyani Steels to CNBC-TV18
POKARNA
Mgmnt targets
- Improvement in US market next year
- Quartz biz will do >30% in FY25 revenue growth
- US accounts for over 90% of Co's revenue
- Capex in Quartz Biz typically yields 1-1.5X turns
POKARNA Says Quartz Biz Will Do More Than 30% In FY25 Revenue Growth
Granite Biz Will Remain Muted
Will See An Improvement In The US Market Over Next One Year
US Accounts For Over 90% Of Co's Revenue - CNBCTV18
POKARNA ON SALE OF APPAREL BIZ , Co. Says actively Looking For Partner
It will take some more time to Get That Business Off
Disclosure: I personally kot hold this company
Disclaimer :
This is not buy sell recommendation, Shared only for study purpose 🙏
BALANCE SHEET
DEBT FREE COMPANY
RPP infra enters Sri lankan realty market
🔹Current order book: ~3400cr
🔹Market cap: ~850cr
🔹TTM PE: 13.3x
Order Book
As of FY23, the company has an order book of Rs 3200 Cr spread across 3 segments:
Infrastructure (48.8%),
Water Management (43.92%)
Buildings (7.28%)
Company has received multiple new orders during Apr 23 to Feb 24 of more than 1200 Cr.
Business overview
Company is in EPC business with diversified presence in highways, roads & bridges, civil construction (water management), irrigation, mass & affordable housing, and power projects. It has successfully executed 200+ civil construction projects till date across various segments in the southern states, such as Karnataka, Tamil Nadu, Telangana and Andhra Pradesh.
RPP INFRA PROJECTS
CMP: 227
DATE: 19th DEC 2024
Short term trading , positional trading
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KAYNES Tech Says Tariffs matter in the short term at best; very little long-term effects; most of the tariff barriers will eventually come down - ETNOW
See an opportunity to build manufacturing units in the US
Semicon business to generate Rs. 5000-6000 cr additional revenue by FY30
Semicon is a capital intensive business - capex of Rs. 3400 cr planned; to see significant commercial potential by 4QFY26 and revenue generation by FY27
Overall will continue similar growth rate in FY26
IGL , MGL , GUJARAT GAS ; Sources says Industry approaches govt for immediate relief to CGD sector
Proposal Seeks Excise Duty Cut From 14% Το 7%
BIG POSITIVE FOR GAS COMPANY
Sharing a list of 25 Stocks -
❇️High Operating Margins
❇️PE < Industry PE
❇️Low Debt
This is not buy sell list , study and then decide
HUGE ORDER BOOK
KALPATARU PROJECTS INTERNATIONAL
CMP : 1276
Market Cap : 21790 cr
Order Book : 60631 cr
Stock P/E : 42.3
ROCE : 16.0 %
ROE : 10.4 %
Price to Sales : 1.07
Debt to equity : 0.94
OPM : 8.31 %
Sales growth : 15.5 %
Promoter holding : 33.5 %
Public holding : 8.23 %
New and Improved Weekly Research Ideas #2
Look into the following stocks very few people are talking about but are very interesting-
All of this again, leveraging The Wrap by
itsTarH
Railways - Safety - Kavach - Updated Status
Progress with Kavach System:
- 5133 km of Optical Fiber Cable laid.
- 540 Telecom Towers and 523 Kavach installations at stations.
- 707 locomotives and 3434 km of track equipped with Kavach.
Future Plans:
- Equip 10,000 locomotives; 69 sheds ready.
- Bids for Kavach on 15,000 km of track.
Other Details:
- 3 OEMs approved for Kavach supply & others still in evaluation mode
- Over 9000 railway personnel trained on Kavach.
Execution may take longer, factor in accordingly 👍
Hblpower
Tejasnet
UFLEX MANAGEMENT Says Expect Margins To Hit 14% By FY26
Lower India Revenues To Be Offset By Stronger Export Market
New Investments, Improvement In Flexible Packaging Film Segment To Help Margins
Urban Markets Were Sluggish In H1 FY25
Copied from stockaajorkal telegram channel
Co's Has A Healthy Mix Of Indian & Export Business
Believe Co Is Well Placed On Volume Growth - NDTV PROFIT
Syrma Sgs Management Says Exports Are At 25% Of Biz, Targetting 30-33% In Exports- CNBCTV18
Target 5,200-5,500 Cr Revenue In FY26 With 27% Export Contribution & 7% Margin
Stand By Guidance Of 310-320 Cr EBITDA
Change In Product Mix May Cause Some Shift In Revenues
Company looks attractive as company have good order book and available at cheaper value
Med to long term looks good
Solar Power Project in Sri Lanka
Sri Lanka Ports Authority transferred the Land area of 20 hectares to R.P.P Infra Project (Lanka), a subsidiary of the company to set up 10 MW Solar Power Projects in Sri Lanka.
Revenue Split
Water Management: 76% in FY23 vs 22% in FY22
Infrastructure: 18% in FY23 vs 65% in FY22.
Buildings: 6% in FY23 vs 14% in FY22
RPP Infra Projects Limited, incorporated in 1995, is engaged in construction across multiple infrastructure verticals like roads, buildings, industrial structures, power, irrigation and waste management.
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Tomorrow Will share you one stock detail study
Stay tuned😊🙏🏻
SALZER ELECTRONICS 408 to 1508
We need to study hard and focus on ourself 😊🙏🏻
RAYMOND CHAIRMAN Says FMCG Business Sale Was A Win-Win Situation For Both Parties
RAYMOND CHAIRMAN Says Real Estate Business Will Be Demerged By Q3 Next Year
Took 100% Of My Proceeds On Sale Of The FMCG Business, Put It Bank in The Current Business
Do See The Real Estate Business Catching Up To The Lifestyle Business
The Markets Rewarded The Demerger Of FMCG Business
