Good companies now available damn cheap
PE
Sanghvi Movers- 13.8
Kaushalya Logis- 13.8
Goodluck India- 12.98
Godawari Power- 12.89
Motil.Oswal.Fin.- 10.72
Krystal Int Ser- 10.43
Jindal Saw- 8.51
Tata Motors- 7.8
Taparia Tools- 0.21
Only for study no buy sell recommendation
(Price to Earning <15, Market Capt to Cash Flow <10 AND Return on equity >15%)
19 companies that are generating significant cash flows consistently
Shilchar Technologies Ltd
Man Infraconstruction Ltd
Natco Pharma Ltd
Kaveri Seed Company Ltd
Pix Transmission Ltd
Shriram Pistons & Rings Ltd
Fine Organic Industries Ltd
P I Industries Ltd
TajGVK Hotels & Resorts Ltd
Waaree Energies Ltd
Alkem Laboratories Ltd
Action Construction Equipment Ltd
Voltamp Transformers Ltd
Eicher Motors Ltd
Eureka Forbes Ltd
Ingersoll-Rand (India) Ltd
Bikaji Foods International Ltd
Honeywell Automation India Ltd
Siemens Ltd
Genus Power vs. HPL Electric:
The Smart Metering Battle in India ⚡️📊
India’s power sector is getting a digital facelift, and at the heart of this revolution are smart meters! 🚀 With the government aggressively pushing for modernization, two companies are leading the charge: Genus Power Infrastructures and HPL Electric and Power. But which one is better positioned to dominate the market? Let’s break it down. 👇
Meet the Smart Metering Contenders! ⚡️🏭
🔹 Genus Power Infrastructures (est. 1992) – A key player in smart metering, Genus is part of the Kailash Group and specializes in electricity, gas, and water meters. Beyond metering, they also handle power transmission & distribution projects, making them a major force in India’s energy tech space. 🚀🔌
🔹 HPL Electric & Power (est. 1992) – Based in Sonipat, HPL is a powerhouse in low-voltage electrical equipment. From smart meters and switchgear to lighting solutions and cables, they cater to both domestic & global markets. Their diversified portfolio gives them a strong edge in the electrical industry. 💡⚙️
Both companies are racing to lead India's smart metering revolution—who do you think has the upper hand? 🤔🏆
Order Book Showdown! 📜💰
🔥 Genus Power is sitting on a massive order book of ₹31,302 Cr (as of Dec 31, 2024)! 🚀 A big chunk (₹29,034 Cr) will be executed via a JV with Gemstar Infra, boosting execution power.
⚡️ HPL Electric isn’t far behind, securing orders worth ₹3,400 Cr (as of Feb 10, 2024), with 95% coming from metering solutions—a clear sign of strong demand!
Both companies have a solid pipeline, but Genus is leading the pack with sheer volume. Who do you think has the execution edge? 🤔🔍
Production Power ⚙️🏭
🔹 Genus Power cranks out 1 Cr+ smart meters yearly across its Jaipur, Haridwar, and Guwahati plants. ⚡️📟
🔹 HPL Electric goes big with 1.1 Cr meters, plus 2.6 Cr lighting units and 1.6 Cr switchgear units every year! 💡🔌
Both have serious manufacturing muscle, but who can scale faster to meet India's smart metering boom? 🚀🤔
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AGARWAL INDUSTRIAL GUIDANCE
Revenue: Targeting 20%+ YoY growth in revenue and volume.
Earnings: Aiming for 20% EPS CAGR, aligned with historical growth.
ROCE & ROI: Maintaining ~20%, consistent with past trends.
Industry: Indian bitumen market to hit $6.8B by 2032 (4.0% CAGR), driven by infrastructure projects. Bitumen imports rose 31% in 2023 to 3.42M tons.
SYRM SGS Says On Track To Achieve EBITDA Margin Of 7% For FY25 - CNBCTV18
FY26 Consumer Biz Should Come Down From 40% Το 35%
Ordering Activity Is Not Seeing Any Slowdown
Current Year We Will Account For Rs 18-20 Cr Of Total PLI Benefit
Syrma SGS Technology says
FY26 Guidance 👉 Will grow faster than industry growth rate of 30-35% & expect to achieve 7.5% margins
🤩 Exports will grow +20% in FY26, and will cross Rs.1000cr
✅List of 40 Companies which delivered strong Q3
Ceinsys Tech
Frontier Springs
Associated Alcohol
RBZ
Sky Gold
Max Estates
V2Retail
India Shelter
MCX
ICIL
Pearl Global
AWFIS
TD Power
Skipper
Kalyan Jewellers
PN Gadgil
Home First
Prudent
Anand Rathi
Capri Global
Supriya Life
Sunteck Realty
Dam Capital
Signature Global
Godfrey Philips
JSW Infra
Muthoot Fin
Senores Pharma
Aeroflex
Ami Organics
Kfin Tech
Techno Electric
Blue Jet
PGEL
MPS
Goldiam
Vishnu Chem
Jindal Drilling
J.G. Chemical
Newgen
List shared only for informational purposes
Which one looks interesting at current valuations ?
In coming years, will more than quadruple our investment in Assam to ₹50,000 cr, Reliance will put AI-ready centres in Assam
Will double Reliance stores in assam to 800 from 400 in 5 years
Mukesh Ambani says at
Onesource Specialty Pharma says
Q4FY25 EBITDA will hit $20mn
3 year Guidance
👉 EBITDA at $160mn (40% margins)
👉 Will be debt free
See a big opprounity in GLP 1
4. Welspun Enterprise Ltd
⚡️Water and Wastewater Treatment Projects
They are involved in large-scale water supply
⚡️Large Water Treatment Plants:
A prominent example is their involvement in the 2,000 MLD (million liters per day) Water Treatment Plant at Bhandup Complex in Mumbai
👉Water treatment projects undertaken by the company
Welspun Enterprises has also secured a contract for the design and construction of a tertiary treated water conveyance tunnel from the Dharavi Wastewater Treatment Facility to the Ghatkopar Wastewater Treatment Facility
👉Water treatment growth strategies
⚡️Technological Advancement and Innovation:
Thermax invests in developing advanced water treatment technologies
👉Key metrics
⚡️Market Cap: ₹ 6,008 Cr.
⚡️Current Price: ₹ 436
⚡️Stock P/E: 18.4
⚡️ROCE: 18.4 %
⚡️ROE: 12.6 %
⚡️Debt to equity: 0.50
⚡️Profit Var 3Yrs: 31.6 %
⚡️Sales growth 3Years: 23.4 %
2. Thermax Ltd
⚡️Comprehensive Water and Wastewater Solutions:
Thermax provides a wide range of solutions, including water treatment, wastewater treatment
⚡️Industrial and Urban Focus:
Thermax is concentrating on the urban segment, which encompasses industrial
👉Water treatment projects undertaken by the company
Thermax provides a wide range of water and wastewater treatment solutions, catering to diverse industrial and municipal needs
👉Water treatment growth strategies
⚡️Technological Advancement and Innovation:
Thermax invests in developing advanced water treatment technologies
👉Key metrics
⚡️Market Cap: ₹ 39,212 Cr.
⚡️Current Price: ₹ 3,290
⚡️Stock P/E: 64.5
⚡️ROCE: 16.9 %
⚡️ROE: 14.2 %
⚡️Debt to equity: 0.32
⚡️Profit Var 3Yrs: 33.8 %
⚡️Sales growth 3Years: 24.8 %
👉Water treatment projects undertaken by the company
Welspun Enterprises has also secured a contract for the design and construction of a tertiary treated water conveyance tunnel from the Dharavi Wastewater Treatment Facility to the Ghatkopar Wastewater Treatment Facility
👉Water treatment growth strategies
⚡️Technological Advancement and Innovation:
Thermax invests in developing advanced water treatment technologies
👉Key metrics
⚡️Market Cap: ₹ 6,008 Cr.
⚡️Current Price: ₹ 436
⚡️Stock P/E: 18.4
⚡️ROCE: 18.4 %
⚡️ROE: 12.6 %
⚡️Debt to equity: 0.50
⚡️Profit Var 3Yrs: 31.6 %
⚡️Sales growth 3Years: 23.4 %
⭐️ Waste 💦 Water Treatment Has Huge Growth Opportunity in India 🇮🇳
👉 4 Stocks To Focus From Waste 💦 Water Treatment 👇
KEI IND FY27 Guidance Revenues of Rs.13400cr & PAT of Rs.1000cr - inline with MS estimates
Читать полностью…
Expect substantial order wins over next few months between Naval Platforms, Next Gen Corvettes & the P17 Bravo Ships
Orderbook will grow from 25,000 to 40,000 cr in next 1 year with Rev CAGR of 25% PRHari of GRSEL discusses growth plans as well as export opportunity
Says export contribution will increase from 4.5% to 10%
Must join this telegram channel for
All Company Conference Call Highlights
Jeena Sikho Lifecare: Riding the Ayurvedic Wave 🌿
🔹 CMP ₹1,720 | MCap ₹4,270 Cr
🔹 A leading Ayurvedic healthcare provider with 10+ years in the industry.
🔹 Sells herbal products under the “Shuddhi” brand, marketed directly to consumers.
Growth & Expansion 🚀
✅ Increased hospital beds from 1,277 to 1,530; occupancy up from 38% to 51%.
✅ Expanded to 100 cities in 21 states; adding 600 more beds soon.
✅ Aiming for 80% occupancy as operations scale.
Future Outlook 🔍
With Ayurveda’s popularity surging, Jeena Sikho’s aggressive expansion, rising occupancy, and new product launches position it for strong growth in holistic healthcare.
This is just an analysis, not a buy or sell recommendation—so don’t jump the gun! 😂📊💰
EPACK DURABLE Management Says Will grow >40% in FY26 with 7.5% margins - CNBCTV18
ACs and Coolers likely to do well for Co this summer
Air Fryers can be a 200 Cr biz opportunity for Co
PRESTIGE ESTATE: CO INFORMS INCOME TAX DEPARTMENT IS CONDUCTING A SEARCH AT THE REGISTERED OFFICE AND OTHER BRANCH OFFICES OF THE CO FROM FEB 25
Prestige Estates In Focus - Axis Cap Sees 52% upside
Axis Cap initiates Buy with TP of Rs 1810
Near-term recovery in sight; targets 34% CAGR in pre-sales over FY25-28E
On track to achieve multi-fold growth in annuity business
Balance Sheet and holding structure cleaned up, entering self-sustaining phase of growth
MUTHOOT FINANCE MD Says Opening Of New Branches Will Aid Loan Growth For Muthoot Finance
AUM Growth Will Be In The Range Of 25-30%
Purchasing Power Of People Needs To Improve
Expect 50-60bps Reduction In Cost Of Funds For Belstar MFI
Loan To Value Is 63% In Gold Loans
Incremental Lending Would Be Based On Current Gold Prices
Must join this telegram channel for instant stock market news 👇
/channel/+eGyBIduPgNY4OWE1
EPL limited says
👉 Indorama will nominate 1 board member, financial investor as of now with strategic motive
Guidance for business
🎯 Revenue growth in double digits with margin expansion
🎯 ROCE will head towards 20%
AGARWAL INDUSTRIAL GUIDANCE
Revenue: Targeting 20%+ YoY growth in revenue and volume.
Earnings: Aiming for 20% EPS CAGR, aligned with historical growth.
ROCE & ROI: Maintaining ~20%, consistent with past trends.
Industry: Indian bitumen market to hit $6.8B by 2032 (4.0% CAGR), driven by infrastructure projects. Bitumen imports rose 31% in 2023 to 3.42M tons.
GOPAL SNACKS Says See Good Growth In Both Traditional & Western Snacks
Recovered 65-70% Revenue From The Fire That Broke Out In The Factory In December
Fire Incident Is One Of The Reason For Margin Pressure
GOPAL Snacks Says Expanding Distributors In Jharkhand, UP, Telangana & More
Change Packaging Size Will Support The Margins - NDTV PROFIT
3. Va Tech Wabag Ltd
⚡️Drinking Water Treatment:
Providing clean and safe drinking water through various treatment processes.
👉Water treatment projects undertaken by the company
They recently secured a significant order worth Rs 3,251 crore for a sewage treatment plant in Riyadh, Saudi Arabia. This project is part of Saudi Arabia's "Vision 2030" initiative
👉Water treatment growth strategies
⚡️Focus on Sustainable Solutions:
The company is heavily invested in technologies that promote water conservation, recycling, and reuse
⚡️Expanding Global Presence:
👉Key metrics
⚡️Market Cap: ₹ 8,774 Cr.
⚡️Current Price: ₹ 1,411
⚡️Stock P/E: 32.8
⚡️ROCE: 19.8 %
⚡️ROE: 13.8 %
⚡️Debt to equity: 0.22
⚡️Profit Var 3Yrs: 32.5 %
⚡️Sales growth 3Years: 0.26 %
1. Jash Engineering Ltd
⚡️Water and Wastewater Treatment Plants:
They manufacture a wide range of equipment used in these plants.
⚡️Storm Water Pumping Stations:
Providing solutions for managing storm water.
👉Water treatment projects undertaken by the company
They provide crucial components like water control gates, screens, valves, and treatment process equipment.
👉Water treatment growth strategies
⚡️Expanding Product Portfolio:
Jash Engineering offers a wide range of products for various water-related applications, including drinking water
👉Key Metrics
⚡️Market Cap: ₹ 3,253 Cr.
⚡️Current Price: ₹ 520
⚡️Stock P/E: 36.2
⚡️ROCE: 25.1 %
⚡️ROE: 22.6 %
⚡️Debt to equity: 0.29
⚡️Profit Var 3Yrs: 29.9 %
⚡️Sales growth 3Years: 19.9 %
GRSE says
Guidance
🎯 Expect 25% revenue CAGR
🎯 At 8.5% PAT margins, FY27e Net Profit of Rs.600cr looks achievable
🎯 Orderbook headed to Rs.40k cr vs sub Rs.25k cr now
🎯 Exports will move to 10% vs zilch a few years ago
PREMIER POLYFILMS PROMOTOR REGULALRY BUYING RECENT MARKET FALL
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