Revenue Breakup - FY23:
Sale of Vanaspati & Refined Oil ~98%,
By products ~2%
Clientele:
Raja Biscuits, Sohna, Ready Roti, Mrs. Bector's Cremica, Godrej, Britannia, Bikano, Anmol, United Biscuits, Sungold, etc.
BUSINESS OVERVIEW
ASL manufactures Vanaspati and cooking oil with applications in Speciality Fats like biscuits, puffs, pastries, etc. It also offers its products as food ingredients to food manufacturers and food service industry
Boasting a robust production capacity of 600 MTPD and an annual turnover exceeding 162.62 million USD, ASL takes pride in its strong portfolio of brands and its esteemed market reputation.
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ASL has successfully served over 2108 customers across 8 states, with an impressive 83.5% rate of repeat orders.
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Drive into the world of flavor and excellence with Ajanta Soya Limited (ASL), a trailblazer in the realms of Edible Oil, Vanaspati Ghee, and Bakery Fat.
With a legacy spanning over three decades, ASL has been delighting taste buds and spreading happiness since its inception on January 13, 1992, under the Companies Act, 1956.
Good morning we wil study one company
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Coromandel International says
🎯 EBITDA/tn of Rs.4500-Rs.5000/tn
🎯 Value added products at 40% vs 35% (yoy)
EARNINGS
Good-Dixon Tech, Nippon Life, Cyient, Coromandel
Mixed-ITC, Castrol, Oracle
Inline-GCPL, United Breweries, DCB Bank, PNB Housing Finance, GMR Airports
Weak-IndusInd Bank, NTPC, JSW Energy, Petronet LNG, MGL, Glenmark, Finolex Industries
MAS FINANCIALS
Maintains 20-25% AUM growth guidance
GNPAs to remain b/w 2.25-2.5%
Target RoA b/w 2.85-3%
Will hold NIMs above 7%
Arihant's Diwali Picks 2024
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Saregama India - 24% UPSIDE
Sheela Foam - 208% UPSIDE
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Sunteck Realty - 62% UPSIDE
Mahindra Lifespace Developers - 51% UPSIDE
Protean eGov Technologies - 56% UPSIDE
HDFC Bank - 17% UPSIDE
Piramal Enterprise - 138% UPSIDE
Hyundai Motor India - 27% UPSIDE
Dalmia Bharat - 33% UPSIDE
Bajaj Finserv yesterday stated that Allianz SE is looking to exit its life & general insurance JV
Allianz SE holds 26% stake in both Bajaj Allianz General Insurance & Life Insurance
If Bajaj Finserve or anyother buyer explored uying out the stake, how much would one have to shell out?
How Allianz SE's stake in Bajaj Finserv insurance JVs worth?
BAJAJ ALLIANZ GENERAL INSURANCE
Total shares: 11.02 cr shares
Bajaj Finserv owns 8.15 cr shares
Allianz SE owns 2.86 cr shares
At 6X Price/Book Value, Bajaj Allianz General Insurance could be valued at ~Rs 65,000 cr
Accordingly, Allianz SE's 26% stake in Bajaj Allianz General could be worth Rs 17,000 Cr
BAJAJ ALLIANZ LIFE INSURANCE
FY23 Embedded Value at Rs 18,584 cr
At 2X Price/Embedded Value Bajaj Allianz Life Insurance could be valued At ~Rs 37,000 Cr
Allianz SE's 26% stake in Bajaj Allianz Life could be worth ~Rs 10,000 Cr
Total Value Of Allianz SE's 26% stake in Bajaj Allianz Life & General Insurance could be worth ~Rs 27,000 Cr
GOVT READY TO SUPPORT THIS INDUSTRIES , WE HEAVILY DEPENDEDNT ON EDIBLE OIL FROM OUTSIDE
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Production Capacity:
Company's manufacturing facility is located at Bhiwadi (Rajasthan) with a total installed capacity of 1.65 Lac MTPH. In FY23, company produced 97,022.552 MT of Vanaspati/Refined Oil
PRODUCTS & BRANDS
Company offers edible vegetable oils & fats, including soyabean oil, palm oil, sunflower oil, rice bran oil, mustard oil, groundnut oil, cottonseed oil, vanaspati, specialty fats, etc. under the brand names Anchal, Dhruv, Nutri-1992, ASL Pure, Parv, Fine Fingers & ASL
ASL has carved a niche for itself as a low-cost manufacturer offering premium-quality products and innovative solutions
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Specializing in the manufacturing of Vanaspati and a diverse range of cooking oils, including shortening products tailored for Specialty Fats such as biscuits, puffs, and pastries, ASL has emerged as an industry leader.
Since its listing on the BSE in 1992, ASL has proudly introduced over 300 SKUs to the market, delivering an impressive 22.3 Lac tonnes of Edible Oil.
AJANTA SOYA LTD
CMP: 42.4
MARKET CAP : 342 CR
RR Kabel gives us guidance
🎯 FY25 Volume growth revised to 15% vs 20% earlier
🎯 EBIT margin for W&C at 8-8.5%
👍 FMEG segment will be margin positive by Q1FY26
DixonTech expects FY25 revenue to be much higher than the guidance, expects rev to be close to ₹40,000 cr against the guided range of ₹30,000-32,000 cr.
The co also sees margin rising to the levels around 4.5% in next 18 months from current level of 3.7%
AU SMALL FINANCE
H1 slippages are seasonal
Expect ROA of 1.6% in FY25 & 1.7% in FY26
Won't compromise on Asset Quality for Growth
90% of the book is secured
Not growing microfinance business, as there are challenges there
Dr. Lal PathLabs say
👨⚕️ Will perform better in FY 25 vs FY24
🧑⚕️ Expect margin to be at ~27% levels for FY25
Sona BLW Precision
To acquire Escorts Kubota’s Railway division for Rs.1600Cr
Deal valued at ~9x EV/EBITDA on FY24 basis
Acquisition should be EPS-accretive from the first year
EARNINGS
Good-Sona BLW, Thyrocare, Piramal Pharma, Aster DM, MAS Financial Services
Inline-Pidilite Industries, Piramal Enterprises , United Spirits, Karnataka Bank,, IIFL Finance, DR Lal Pathlabs
Weak-HUL, Nuvoco Vistas, Birlasoft, Navin Fluorine, AU Small Finance Bank
Persistent Systems says
💪 Orderbooking and pipeline looks solid, bodes well for H2
🎯Aspiration is grow margins by 200-300 bps over 2-3 yrs
