Prasanna Kumar Motupalli NLC India Says NEP plan is envisaging 7-8% demand increase till 2031-2032 -CNBCTV18
In 2030, we will become 20 GW, 10 GW of thermal & 10 GW renewable capacity
On track to meet or even likely to beat capacity addition target
Renewable energy arm IPO expected in Q4FY25 or Q1FY26
We faced issues in first half of 2023 due to land acquisition
Bajaj Auto says
🏍️ Nigeria improves to 25k units vs 20k units
🛵 Seeing solid momentum in EV's & gunning for pole position
🛵Gained market share in EV market
FINAL REMARKS:
Business is highly competitive while company have good ability to handle this situation and company paying regular dividend too also company doing conference call too that shows management intension
In coming year expecting capex too and further expand business also strengthen their existing business
Despite highly competitive business their able to manage margin very well
I expect it can do good over long run
KEY RISK ‼️
1. Company have lower liquidity having very low volume
2. The timeline for government-imposed quality control standards remains uncertain, estimated at 1.5 to 2 years.
3. Export margins are pressured due to competition, though higher volumes are achieved compared to domestic sales.
4. Dependant on Raw Material Availability
5. The Technical Textile industry is continually altering in response to the needs of end-users, making it difficult for businesses to retain consumers.
6. The threat of cheaper imports influences local manufacturers and domestic output
PROMOTOR INCREASING STAKE OVER THE TIME
Читать полностью…
Product portfolio
a) Hook And Loop:
100% Nylon – HS, 100% Nylon – HG, 100% Nylon – FR, Nylon x Poly Mix, Soft Hook, Unnapped Loop, Mushroom Hook, Mixed Tapes, OB Free Hook/ loop, Anti Bacterial, Prints, Piece Cuts, Customized Shapes
b) Pressure Sensitive Adhesives:
Premium/ Regular Rubber Based Self Adhesive Hook & Loop, Adhesive Coins, Adhesive Piece Cuts, Adhesive Mated Piece Cuts, Adhesive Score Cuts
c) Specialty Products:
Molded/ Injection Hook, Knit Loop/Velour, Back to Back Tapes, Elasticated Loop Tapes, Bobbin Tapes, Auto Loop
d) Other Products:
Webbings, Neoprene, Insect Screen, Specialty Elastics, Velvet Tapes, Straps
e) Solution Base Products:
Sleeves, Tile Grip, Headgear, Customized Straps
f) Aplix Products:
Automotive, Packaging, Hygiene, Aerospace
With 25 years of experience, we have gained recognition as a specialist in providing hook and loop fastening solutions and many more.
Читать полностью…
SKY INDUSTRIES LTD
CMP: 148
MARKET CAP : 117 CR
KAYNES TECH Management Says Kaynes Semicon Approval Is A Big Push By The Govt
The Capex Is Around ₹3,300 Cr
Will Start Commercial Production By FY26
1-1.5 x Return On Assets Are Possible, Looking At Global Players - CNBC-TV18
RELIANCE INFRA ; India close to finalising deal for 26 Rafale Marine fighter jets for Indian Navy
After several rounds of negotiations, the price offer has been significantly reduced, and the deal will be benchmarked on the 2016 deal for 36 Rafale jets acquired for the Indian Air Force. - ET
MAN INFRA
See 3500-3700 Cr worth sales potential in Atmosphere O2
Co’s share in Atmosphere is 33%, PAT share at 100-120 Cr
Looking at 4500 Cr of launches this year, 50% to get sold
Will see revenues from the US in about 12-18 months
Companies participating in Alpha Ideas SME Star Meet 2024
1) Silicon Rental Solutions
2) Premier Roadlines
3) Addictive Learning Technology
4) Cosmic CRF
@fundamental3
M&M Says Seeing Strong Momentum In The Market Aided By Good Rainfall
Maintain Guidance For FY25
Seeing Strong Momentum Even During The 'Shraad' Period -CNBCTV18
Festive Plays A Big Role in The Sales Of Tractors
Expect Better Growth In Tractor In H2FY25
M&M Mngmt Says Booking For Thar Roxx To Officially Open On Oct 3
Demand Continues To Remain Very Strong -ETNOW
⚠️⚠️DISCLAIMER
WHATEVER STUDY I SHARED THAT IS NOT PAID CONTENT NOR I COLLOBORATE WITH ANY ONE AND ALSO I AM NOT INVESTED ON THIS COMPANY AND NO ANY OTHER INTENTION TO SHARE
THIS POST IS PURELY EDUCATING SIMPLE BUSINESS AND UNDERSTAND HOW SMALL COPAMY ALSO EXPANDING THEIR BUSINESS
DONT CONSIDER THIS POST AS A BUY SELL OR HOLD AS I AM NOT SEBI REGISTRED ANALYSTS
MICROCAP STOCK HAVE LOWER LIQUIDITY AND HAVE HIGHER RISK TOO SO KINDLY NOTE THIS
long term chart also supportive , Expecting to breakout multi year
Читать полностью…
Some key pointers
Unique position as the only BIS-certified player in the hook and loop fastening industry in India.
Leadership role within the BIS Committee, contributing to standards for hook and loop tape fasteners.
Introduction of new products, including fiberglass PVC coated mosquito nets, with seasonal demand patterns.
Approximately 80%-85% of business is repeat orders, indicating strong customer loyalty.
Top 10 clients contribute about 37% of revenue, while top 15 account for 45%-50%.
Ongoing discussions regarding potential land acquisition for a larger facility to support future growth.
Exports constitute 19% of total revenue, up from 15% in FY24
As i told earlier business is not having moat but demand in many sector also company is exporting their business
and look at from past few years company business doing well
117 cr market cap company provide dividend and having less than 0.5 debt to equity
Business Overview:
Company manufactures and markets Hook and Loop Tape Fasteners & other value added products. It sells its products under various brands, viz. Sky-Magic, Sky-Walker, Sky-Magna, Sky-Wonder etc. Company also deals in Fiber Glass Insect Screens
This is hook and loop , This product not have moat but they made since 1994
Читать полностью…
Hook and Loop Manufacturer and Supplier since 1994
Sky Industries Ltd is one of the leading hook and loop manufacturer and exporter in India. We are one of the country’s most trusted suppliers. Our product reach is across multiple countries in the world like the USA, UK, Germany, Turkey, Bangladesh, Sri Lanka and many more.
The product range includes various types of hook and loop fasteners, value added products from hook & loop like self-adhesive hook & loop tapes, webbings, neoprene, velvet, functional elastics etc across different industries viz. Footwear, Orthopaedic, PPE, Automobile, Garment, Sportswear, Packaging, Defence and many more.
💥💥 Will share one microcap stock study tomorrow on 1st OCT 2024 before market open stay tuned which have good potential for long term 💥💥
Читать полностью…
Dassault Reliance Aerospace Limited (DRAL) , is a 51:49 joint venture between Reliance Aerostructure Limited and Dassault Aviation.
The joint venture was established in 2016, shortly after India signed a deal to buy 36 Rafale fighter jets from Dassault Aviation.
Investors suffered significant losses of ₹3 lakh crore as Sensex and Nifty declined. The main reasons for this downturn are:
1. Foreign Institutional Investors (FIIs) shifting focus to Chinese markets due to stimulus measures from the Chinese government and Central Bank, resulting in a 14.3% increase in Hang Seng over the last five days and an 18% increase in Shanghai over the same period.
2. Geopolitical instability stemming from ongoing tensions in the Middle East.
3. Upcoming US economic data releases and Federal Reserve meeting, including US payroll data, FED Chairman Powell’s speech, and a 53% chance of a 50 basis points rate easing on November 7.
Source: ET
Global - Green Hydrogen Demand at 175 - 250 Mn Ton by 2050
Biggest Sectors to drive demand
- Chemicals
- Transportation
- Aviation
These projections keep changing with higgest consumption pegged around 400 Mn Tons per annum
Thermax Gearing Up For Mega Capex To Boost Green Hydrogen Production
Thermax Ltd. is prepared for large-scale capex to set up a solid oxide electrolysers manufacturing unit in India, the company’s Chief Executive Officer Ashish Bhandari said.
Recently, the Indian multinational engineering conglomerate announced a partnership with UK-based Ceres Power Ltd. for green hydrogen production with large-scale solid oxide electrolysis cell manufacturing in India.
The two companies have entered into an agreement for Thermax to manufacture, sell and service stack array modules based on Ceres' advanced solid oxide electrolysis cell technology.
Thermax also plans to establish a manufacturing facility for the electrolysers, develop the supply chain, and localise critical components over the next two years.
“The investment (towards indigenisation of the project) will change depending on the success that we get at each stage but we are prepared for hundreds of crores of investments on setting up full-scale manufacturing capability for solid oxide electrolysers,” Bhandari told NDTV Profit.
The Thermax CEO said that hydrogen as a technology for the future will be important for India’s many hard-to-abate industries like steel, refining, petrochemicals, and fertilisers
“I think solid-oxide technology for electrolysis is a key tech that can make this change happen faster,” he said.
The company is focusing more on green technology, which is reflected in the breakup of its Rs 10,500-crore order book, Bhandari noted.
“Right now, we are running about 70% of what we call as green (energy) and 30% of traditional fossil fuel,” the top executive said.
With the new opportunities towards green transition, Bhandari said that he expected the margins of the company to improve.
“I think Q1 in particular we had some exceptional hits. On our bio-CNG portfolio in particular and on our project side, we had items that resulted in one-time hits. Overall, I’m confident that our margin profile will continue on a trend of improvement,” he added.
Kitex Garments Ltd.
Some highlights from it's AR
● World's second largest manufacturer manufacturer of Cotton and Organic Cotton ready to wear Garments fo Infants & Children
● Export Revenue: 78%
● BIG Expansion Going on in Telangana:
Total size of Capex : 3300 Cr
11 lakh garments daily
Funding: 70:30 ( Equity/Debt )
● Project Phase 1
Warrangal Project: Near completion
918 Cr spent out of 1490 Cr
Production is expected by Dec 2024
Sitarampur Project:
Land payment settled
92 Cr have been spent on this project
● Financials:
FY 24 sales: 617 Cr
Possible Revenue from new Project: 3000 Cr ( 5x )
● Possible benificiary of China +1, Goverment push through PLI & Potential FDA, if & when being signed with the EU
Credit health and wealth via x
