Geographical Revenue Bifurcation FY24
Exports - 84%
Domestic - 16%
Manufacturing Facilities
Their manufacturing facility is located at Taloja, Navi Mumbai.
Capacities
1) SS Flexible Hoses with & without Braiding- 24.5 mn mtrs. as of FY24. Out of this 13.5 mn mtrs were added in FY24. Additional 16.5 mn mtrs will be added by Q3FY25.
2) Composite Hoses - As of FY24, 3 Operational lines for manufacturing product sizes of 14 inches. Plan to add 3 more lines for sizes up to 20 inches by Q2 FY25.
3) Assembly & Fittings - As of FY24, running 29 welding stations (8 added in FY24).
4) Metal Bellows - 3,00,000 pieces.
Product Portfolio
Braided hoses, unbraided hoses, solar hoses, gas hoses, vacuum hoses, braiding, interlock hoses, hose assemblies, lancing hose assemblies, jacketed hose assemblies, exhaust connectors, exhaust gas recirculation (EGR) tubes, expansion bellows, compensators, and related end fittings. The company has 2388+ SKUs
Incorporated in 1993, Aeroflex Industries Limited, manufactures and supplies environment-friendly metallic flexible flow solution products
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Today discuss one strong business
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PG electroplast:
1. Raises Revenue guidance at Rs 4250 cr from Rs 3650.
2. Raises Profit Guidance at Rs 250 cr from Rs 216
MAPMYINDIA says On Track for Revenue run-rate of 1000 Cr by FY28
Will see improvement in H2
Have made our first foray in international markets
AUROBINDO CONCALL
• US Injectables Impacted by supply challenges
• Aiming for 21-22% EBITDA margin for FY25
• Expect Oct-Mar financials to be vs Apr-Sept
• Kakinada Penicillin-G Unit breakeven expected In Jan-March
• US pricing expected to be neutral In Oct-Mar
• Product launches, volume gains to drive US growth
NARAYANA HRUDAYALAYA Management Says To Receive Govt Nod For IP Business In Cayman Soon
Expect to get Govt approval for IP business in Cayman Islands over next few weeks
Will See Full Impact Of Capex In Cayman in Q3
Cayman Islands impact will be over in 4 to 6 quarters; capex totally done
NARAYANA HRUDAYALAYA Management Says To Receive Govt Nod For IP Business In Cayman Soon
Expect to get Govt approval for IP business in Cayman Islands over next few weeks
Will See Full Impact Of Capex In Cayman in Q3
Cayman Islands impact will be over in 4 to 6 quarters; capex totally done
EARNINGS
STRONG- AFFLE, DIVIS LABS, SHIPPING CORPORATION, WHIRLPOOL, FORTIS
INLINE/MIXED-AUROBINDO PHARMA, LIC, OLA ELECTRIC
WEAK-ASIAN PAINTS, TATA MOTORS, UUTKRASH SMALL FINANCE BANK, AARTI INDUSTRIES , ADVANCED ENZYME, ORIENT CEMENT
Earnings Post Market (8th, 9th, 10th Nov)
1) Auro Pharma (In Line With Expectations)
2) Divis Lab (Above Est)
3) Tata Motors (Below Estimate)
4) Asian Paints (Below Estimate)
5) Archean Chemicals (YoY Weak, QoQ Flat)
6) Ikio Lighting (YoY Weak, QoQ Flat)
7) Jupiter Wagon (YoY Weak, QoQ Flat)
8) DOMS (YoY Good, QoQ Flat)
9) Welspun Corp (YoY Weak, QoQ Better)
10) Atul Auto (YoY Weak, QoQ Good)
11) Whirlpool (YoY Good, QoQ Weak)
12) Ramco Systems (Flat)
13) SCI (Good)
14) Kovai Medical (Good)
15) HCG (Good)
16) Metropolis (Good)
17) Samhi Hotel (Good)
18) Fortis Hospital (Good)
19) Premier Energies (Good)
20) Vishnu Prakash (Good)
21) Khadims (Good)
22) Fine Organics (Good)
23) HBL Power (Good)
24) Affle India (Good)
25) KIMS (Good)
26) Pakka (Good)
27) Relaxo (Weak)
28) Aarti Ind (Weak)
29) Dreamfolks (Weak)
30) Signature Global (Weak)
31) Goa Carbon (Weak)
32) Ola Electric (Weak)
33) CE Info (Weak)
34) TVS Elec (Weak)
The Genset Industry, a key component of the capex boom in The Capital Goods sector. The video provided some valuable insights.
Here are my notes, summarizing the essential elements covered in-depth:
Shared by saksham via twitter
Jash Engineering Ltd
Jash Engineering is manufacturing a wide range of equipment for Water Intake Systems, Water and Waste Water Pumping Stations and Treatment Plants,
Waste Water Treatment Projects
Jash supplied a 36m diameter clarifier for a 162 MLD STP in Surat
Model SPT-C: Centrally driven pier-mounted clarifiers are used to thicken sludge and clarify water by sedimentation.
Focus Area of the Company Waste Water Treatment
⚡️Effluent treatment plants: These plants treat wastewater to make it safe for disposal or reuse.
⚡️Water control gates, screens, and valves: These components are used to regulate the flow of water and wastewater.
👉Key metrics
⚡️Market Cap: ₹ 3,027 Cr.
⚡️Current Price: ₹ 484
⚡️Stock P/E: 43.1
⚡️ROCE: 25.1 %
⚡️ROE: 22.7 %
⚡️Debt to equity: 0.23
⚡️Profit Var 3Yrs; 29.9 %
⚡️Sales growth 3Years: 19.9 %
JITF Infra Logistics Ltd
JITF Infra Logistics in the business of development of urban infrastructure, water infrastructure, management of municipal solid waste and generation of energy from Municipal solid waste
Waste Water Treatment Projects
JITF Infra Logistics Ltd is actively involved in wastewater treatment projects through its subsidiary
They are executing projects worth Rs. 4000 Crores and have a significant presence in the global water industry.
Focus area of the company Waste Water Treatment
⚡️EPC Projects: JIL undertakes turnkey EPC (Engineering, Procurement, and Construction) projects for wastewater treatment plants (WWTPs)
⚡️Operation and Maintenance (O&M): They offer comprehensive O&M services for WWTPs.
👉 Key metrics
⚡️Market Cap: ₹ 2,417 Cr.
⚡️Current Price: ₹ 939
⚡️Stock P/E: 50.9
⚡️ROCE: 16.0 %
⚡️Profit Var 3Yrs: 30.6 %
⚡️Sales growth 3Years: 52.4 %
Teerth Gopicon Ltd business model
Teerth Gopicon is an all class civil and Electrical Contractor
Waste Water Treatment Projects
MLD STP project under Smart City: This project involved the construction of a Sewage Treatment Plant (STP) with a capacity of MLD (Million Liters per Day) as part of a Smart City initiative.
Focus area of the company waste water treatment
⚡️Sewerage: Development of sewerage networks and treatment plants.
⚡️Water Distribution: Design and implementation of water supply systems.
👉Key Metrics
⚡️Market Cap: ₹ 614 Cr.
⚡️Current Price: ₹ 512
⚡️Stock P/E: 53.2
⚡️ROCE: 75.3 %
⚡️ROE: 84.1 %
⚡️Debt to equity: 0.70
⚡️Profit Var 3Yrs: 193 %
⚡️Sales growth 3Years: 31.4 %
International Presence
The Company exports its products to 88+ countries including Europe, the USA, etc.
Product Mix FY24
SS Flexible Hoses with & without Braiding - 60%
Assemblies & Fittings - 34%
Composite Hose & Others - 6%
Co. is one of the leading Indian manufacturers of metallic flexible flow solutions made with stainless steel used for controlled flow of all forms of substances including Solid, Liquid, and Gas. Incorporated in 1993, co. is part of Sat Industries Limited.
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AEROFLEX INDUSTRIES LTD
CMP: 188
PMS fund manager Saurabh Mukherjea led Marcellus picked up 7 new small and midcap stocks viz.
1. Grauer & Weil (India)
2. LT Foods
3. Ultramarine & Pigments
4. MAS Financial Services
5. Carysil
6. Narayana Hrudayalaya
7. Escorts Kubota
EXIDE Q2 CONCALL
Automotive replacement demand was strong, while demand from OEMs was modest in Q2
Share of higher auto contribution & cool-off in RM prices helped margins
Outlook for led acid battery biz remains positive in near to medium term
Epigral to Expand Production Capacity with ₹780 Cr Investment
Epigral announces capacity expansion for CPVC Resin and Epichlorohydrin at Dahej, Gujarat.
Capacity Increase:
👉🏻CPVC Resin: +75,000 TPA
👉🏻Epichlorohydrin: +50,000 TPA
Projected Completion: By H1FY27
Investment: ₹780 Cr, funded through internal accruals and debt
Goal: Enhance market penetration and growth potential.
Good Results from many Hospitals
Valuations ~ Ev/Ebitda (x)
~ Kims : 34
~ Rainbow : 33
~ Aster : 28
~ Dr Agarwal : 24
~ Yatharth : 23
~ HCG : 20
~ Kovai : 16
P/E not a right metric since dep is very high
Ev/Ebitda right metric to value asset heavy business
Premier Energies : Concall Insights
Golden period for next 2 years
Chinese solar companies bleeding
As more capacities come live in the coming years margins will get impacted
Regulations protecting the industry
Insights on rapidly growing FMCG companies from a recent video by
suru27, do use these as research ideas to dig deeper into the following:
Global - US Tariffs on China
Tariffs are not just on Solar but many categories
#All india Vehicle Retail Data for Oct 24
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Vishnu Prakash R Punglia Ltd
Vishnu Prakash R Punglia is engaged in the business of designing and constructing infrastructure projects for the Central and State Governments, autonomous bodies
Focus area of the company Waste Water Treatment
⚡️Water Supply Projects: Construction of water treatment plants, pipelines, reservoirs, and distribution networks to ensure clean
⚡️Sewage and Wastewater Management: Construction of sewage treatment plants, sewer networks
👉 Key metrics
⚡️Market Cap: ₹ 3,815 Cr.
⚡️Current Price: ₹ 306
⚡️Stock P/E: 31.7
⚡️ROCE: 24.7 %
⚡️ROE: 23.6 %
⚡️Debt to equity: 0.55
⚡️Profit Var 3Yrs: 86.0 %
⚡️Sales growth 3Years: 44.9 %
SPML Infra Ltd business model
SPML Infra is in the business of infrastructure development
Waste Water Treatment Projects
Mira Bhayandar STP: SPML is executing one of India's largest and first Comprehensive Underground Sewerage System in Mira Bhayandar, Maharashtra. The project includes 10 STPs with a total capacity of 115 MLD.
Focus area of the company Waste Water Treatment
⚡️Wastewater Collection and Treatment: This includes the design, construction, and operation of sewage treatment plants
⚡️Water Reuse and Recycling: SPML develops solutions for reusing treated wastewater for various purposes
👉Key metrics
⚡️Market Cap:₹ 1,348 Cr.
⚡️Current Price: ₹ 228
⚡️Stock P/E: 147
⚡️ROCE: 3.74 %
⚡️ROE: 0.16 %
⚡️Debt to equity: 1.29
⚡️Profit Var 3Yrs: 27.2 %
⚡️Sales growth 3Years: 24.5 %
👉 Waste Water 💦 Treatment Has Huge Growth Opportunity in India 💹✨
🌟 5 Companies Which are Actively Participating in Waste Water Treatment Projects 💥✨
