Karur Vysya Bank gives us guidance
🎯 Loan +14%-15% in FY25, NIMs will be at 4% in Q3FY25
🎯 Slippage ratio will be at 1%, credit cost at 0.75%
🎯 Expect credit-deposit ratio at 83%-85%
Machine Tools - Machine tool industry is crucial for manufacturing - Potential growth of 10x in 6 years
The machine tool industry is crucial for manufacturing because it enables the production of other machines, parts, and equipment used in a wide range of sectors like auto, aerospace, electronics, railways, etc.
India’s machine tool industry must grow by 12 times to meet the future targets, with expected revenue increasing from $2.5 billion to $25-30 billion by 2030.
The auto components industry aims to double exports from $50 billion to $100 billion in the same period.
For India to meet these goals, production must rise 12 times. The industry is expected to grow at a compound annual growth rate (CAGR) of 13-15%.
#Techera
Crane Manufacturers and Suppliers
Shared by deepak via x
#𝗥𝗮𝘆𝗺𝗼𝗻𝗱 𝗟𝗶𝗳𝗲𝘀𝘁𝘆𝗹𝗲 𝗟𝘁𝗱
• 100+ years of textile mastery 🧵
• EV/EBITDA undervalued at 13.1x 📊
• Expanding in ethnic & sleepwear 🚀
𝗧𝗵𝗶𝘀 𝗶𝘀 𝘃𝗮𝗹𝘂𝗲 𝗿𝗲-𝗿𝗮𝘁𝗶𝗻𝗴 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆!🤑
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💎Power transformers
1. CG Power & Industrial Solutions Ltd
Market Cap 1,27,529 Cr.
2. Hitachi energy
Market cap 67984 cr
3. GET&D
Market Cap 49,678 Cr.
💎Energy metres stocks
1. Genus power infrastructure ltd
Market Cap 12,150 Cr.
2. Advance metering technologies ltd
Market Cap 65.7 Cr.
3. Akanksha Power & Infrastructure
Market Cap 292 Cr.
4. ABB India
Market Cap 1,84,174 Cr.
5. Honeywell automation
Market Cap 44,023 Cr.
💎Switchgears stocks
1. RMC Switchgears ltd
Market Cap 842 Cr.
2. S&S Power Switchgear ltd
Market Cap 542 Cr.
3. Shivalic power control
Market Cap 591 Cr.
4. HPL Electric & power
Market Cap 3,391 Cr.
5. Voltamp transformers ltd
Market Cap 14,014 Cr.
💎 Transformers stocks
1. Tril
Market Cap 13,087 Cr
2. Voltamp transformers
Market Cap 14,001 Cr
3. Indotech transformers
Market Cap 2,533 Cr
4. Pitti engineering ltd
Market Cap 4,610 Cr
5. Bharat Bijlee
Market Cap 5,672 Cr
SECTOR: SMART METERS ELECTRICALS
COMPANY: SALZER ELECTRONICS
BOARD : MAINBOARD
COMPANY ENGAGED IN BUSINESS OF SWITCH GEARS ,SMART METERS, CABLES
MARKET CAP 2075 CR
STOCK CMP: 1174
PE 44X
PROMOTER HOLDING 37.5%
Conference call Study
Guidance from management for FY25
1. Revenue growth 18-23%,
2. Ebidta margin 10-10.5%
3. Smart meter Factory fully ready with necessary testing and certifications
4. Additional Revenue from Smart meter
5. 1000 cr revenue only from smart meter from smart meter in FY26
6. Expecting 40L Smart meter in FY26
7. EBITDA Margin in Smart meter
8. For Smart meter company in Talks with 7 customers including's Adani, GMR, NCC
9. Capex for FY25 50 Cr including Smart meter
✔️As per REVENUE GUIDANCE & EBITDA GUIDANCE potential move for FY25 AND FY26 Could be 30% to 100%
⚠️Disclaimer: Above stock study is not buy sell stock suggestion just sharing for information purpose only
👉Dolat Algotech Ltd:
Co. is a NSE trading and clearing member, engaged in securities broking and trading.
🔹M Cap: ₹ 2,585 Cr
🔹CMP: ₹147
🔹P/E: 12.0
🔹ROCE: 27.7%
🔹Sales Growth 5 Years: 25%
👉Satia Industries Ltd:
Co. is in the business of Writing and Printing Paper, Agriculture, and Cogeneration of Power.
🔹M Cap: ₹1,120 Cr
🔹CMP: ₹112
🔹P/E: 6.29
🔹ROCE: 23.4%
🔹Sales Growth 5 Years: 19%
👉JK Paper Ltd:
Co. is a leader in office papers, coated papers, and packaging boards, is highly respected in the industry.
🔹M Cap: ₹8,525 Cr
🔹CMP: ₹503
🔹P/E: 8.96
🔹ROCE: 20.3%
🔹Sales Growth 5 Years: 21%
👉Mahanagar Gas Ltd:
Co. distributes natural gas across Mumbai, nearby areas, and Raigad in Maharashtra.
🔹M Cap: ₹17,499 Cr
🔹CMP: ₹1,772
🔹P/E: 14.6
🔹ROCE: 36.6%
🔹Sales Growth 5 Years: 19%
👉Electrosteel Castings Ltd:
Co. manufactures DI pipes, fittings, CI pipes, and supplies pig iron.
🔹M Cap: ₹12,052 Cr
🔹CMP: ₹195
🔹P/E: 13.6
🔹ROCE: 16.2%
🔹Sales Growth 5 Years: 33%
Abakkus' Winning Formula "15:15:15"
🔸 PE < 15
🔸 ROCE > 15%
🔸 5-Year Sales Growth > 15%
Sunil Singhania: Renowned Investor & Founder of Abakkus Asset Management Sunil B Singhania 👇👇
Should able to #achieve ₹20,000 cr #revenue target by end of #FY25
#Margin will #increase in coming quarters. Expect optic fiber order finalisation soon, EBITDA margin should be between 12-14%
Hospital industry has been witnessing exponential growth & is projected to continued growing going forward. The hospital market, valued at ~ USD 108.5 billion in 2024, is expected to reach USD 193.6 billion by 2032, growing at a CAGR of 8%
Shared by Advait Arora via X
South Indian bank says
Prefer to keep CD ratio closer to 79-80%
We could look to get more aggressive on deposits
Stated goal is to grow deports by 8-10% and Assets by 10-12%
💎Conductors stocks
1. CG Power & Industrial Solutions Ltd
Market Cap 1,27,529 Cr.
2. Apar Industries limited
Market Cap 42,681 Cr.
💎Cables LV & HV stocks
1. KEI Industries ltd
Market Cap 38,667 Cr
2. Motherson sumi wiring india ltd
Market Cap 28,733 Cr.
3. Finolex cables
Market Cap 20,522 Cr.
4. RR KABEL
Market Cap 19,853 Cr.
💎Transmission towers stocks
1. Hitachi energy ltd
Market Cap 67,984 Cr.
2. Jyoti structures ltd
Market Cap 2,876 Cr.
3. Kalpataru projects international
Market Cap 21,038 Cr.
4. KEC International
Market Cap 27,018 Cr.
5. ABB India ltd
Market Cap 1,83,987 Cr.
👉West Coast Paper Mills Ltd:
Co. produces paper for printing, writing, and packaging from its Dandeli mill in Karnataka.
🔹M Cap: ₹4,067 Cr
🔹CMP: ₹616
🔹P/E: 7.26
🔹ROCE: 29.3%
🔹Sales Growth 5 Years: 19%
👉Ashoka Buildcon Ltd:
Co. operates in construction and infrastructure on EPC and BOT models and sells ready-mix concrete.
🔹M Cap: ₹7,151 Cr
🔹CMP: ₹255
🔹P/E: 13.2
🔹ROCE: 27.1%
🔹Sales Growth 5 Years: 61%
👉Agarwal Industrial Corporation Ltd:
Co. deals in petrochemicals, bitumen logistics, LPG, and wind energy.
🔹M Cap: ₹1,684 Cr
🔹CMP: ₹1,126
🔹P/E: 14.0
🔹ROCE: 20.4%
🔹Sales Growth 5 Years: 52%
👉Emkay Global Financial Services Ltd:
Co. is in the business of providing capital market services.
🔹M Cap: ₹643 Cr
🔹CMP: ₹259
🔹P/E: 14.0
🔹ROCE: 17.1%
🔹Sales Growth 5 Years: 32%
👉PNC Infratech Ltd:
Co. executes projects like highways, bridges, power lines, runways, and industrial development.
🔹M Cap: ₹11,993 Cr
🔹CMP: ₹468
🔹P/E: 9.26
🔹ROCE: 15.8%
🔹Sales Growth 5 Years: 22%
Demergers can be beautiful if you do the following things well:
1. Demerged entity should have wonderful business economics. Eg:- Wealth Manager demerged with 20%+ ROE.
2. Multiples should be cheap vs Peers or cheap enough for you to not carE about valuations. Ideally, the PEG has to be below 1 or discount with peers has be wide. Eg:- Nuvama discount vs 360 one in the past or AARTI Pharmas discount to Aarti drugs post listing.
3. Near term numbers should be good. You should have a sense of business and how the sector is doing. Given institutions are forced sellers many times in the demerged entity. Only thing that will support the valuations or lead to re rating is good numbers. A demerger in a sector doing bad, can give immense pain in the near term. Eg:- Piramal pharma demerger when the sector turned for the worse.
Finally, demergers are nothing but buying good businesses for cheap as forced institutional selling gives an opportunity to the flexible retail investors.
