Fundamental Analysis (Long term)

18 Mar 2025 04:12

Companies Trading Near their 5 Year Average P/E: Unleashing Financial Freedom

1️⃣ Skipper Ltd.
2️⃣ Pricol Ltd.
3️⃣ Angel One Ltd
4️⃣ Sonata Software Ltd.
5️⃣ Sirca Paints Ltd
6️⃣Kaynes Tech Ltd
7️⃣ Ultra Marine Pigments Ltd.

This is not buy sell suggestion

Fundamental Analysis (Long term)

17 Mar 2025 07:11

PATANJALI FOODS Management Says Co has nothing to do with Patanjali Ayurved's insurance foray - CNBCTV18

Target 4% margins in Oil biz and 8-10% in FMCG

Home & Personal Care will grow 15% YoY in FY26

Will see margin expansion continue for Palm Oil Plantation biz

Fundamental Analysis (Long term)

16 Mar 2025 12:08

📌Insights into Mr. Amit Agarwal, Secretary, Dept. of Pharmaceuticals, Union Min. of Chemicals & Fertilizers interview to Businessline

💊India is poised to attract nearly ₹17,000 crore in R&D investments in the Pharma sector by the FY28, covering segments like Cancer research, Med Tech, lifestyle disease prevention, innovative medical devices, orphan drugs, anti-microbial resistance, stem cell and gene therapies & precision medicines.

💰Nearly ₹5,000 crore scheme for the Promotion of Research & Innovation in Pharma MedTech Sector (PRIP) likely to see the first disbursals.

👉This scheme, launched by the Dept. of Pharmaceuticals under the Ministry of Chemicals & Fertilizers, has a total financial outlay of ₹5,000 crore, of which ₹4,250 crore is earmarked specifically for accelerating R&D investments.

💠This scheme will infuse ₹17,000 crore of Additional investment in priority area anticipation launch of 30 New Products or Technologies by the end of FY28.

🔶The PRIP scheme is divided into components, with 1st Component, involving an outlay of ₹700 crore, already implemented.

➡️This component includes the establishment of Centres of Excellence in seven NIPERs located in Mohali, Ahmedabad, Hajipur, Hyderabad, Kolkata, Guwahati & Rae Bareli.

💉These institutes are engaged in diverse R&D activities such as anti-viral and anti-bacterial drug development, phyto-pharmaceuticals, continuous manufacturing, and novel drug discovery.

📌Component B of the scheme is categorized into three parts :

1⃣Category 1 targets established Indian pharmaceutical companies willing to collaborate with academia. It will fund nine projects, each with a maximum government support of ₹125 crore or 35% of the project cost, whichever is lower.

2⃣ Category 2 focuses on 30 projects aimed at bringing products to marketable stages, with each receiving up to ₹100 crore or 35% of the cost, whichever is lower.

3⃣Category 3 supports MSMEs, start-ups & research-driven companies, with funding of ₹1 crore each for approximately 125 projects over a five-year period.

📌Conclusion :

👉Nationwide road shows are also being planned to promote awareness & participation in this initiative.

➡️Overall, PRIP is a significant step towards bolstering India’s position in global pharmaceutical innovation & technological advancement.

Fundamental Analysis (Long term)

14 Mar 2025 12:29

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Fundamental Analysis (Long term)

13 Mar 2025 09:16

Aeroflex Industries Ltd
Deep Industries Ltd
Dynacons Systems & Solutions Ltd
Ganesha Ecosphere Ltd
Gokul Agro Resources Ltd
J.G.Chemicals Ltd
Kernex Microsystems (India) Ltd
Kitex Garments Ltd
Kolte Patil Developers Ltd
TCPL Packaging Ltd
Skipper Ltd
Goldiam International Ltd
Pokarna Ltd
Premier Explosives Ltd
Moschip Technologies Ltd
Jagsonpal Pharmaceuticals Ltd
Supriya Lifescience Ltd
D.P. Abhushan Ltd
Krishana Phoschem Ltd

Fundamental Analysis (Long term)

13 Mar 2025 08:38

SOME Fundamental POINTS

1:If PE is higher than Return on equity with debt to equity more than 1 then such stocks are quite risky.

2:IF PE is lower than Return on equity with zero debt such companies far attractive.

Fundamental Analysis (Long term)

13 Mar 2025 08:19

Merger benefits will start coming in early FY26, margin expected in the range of 25% in the next 3- 5 years

Very confident about growth plans for co & promoters will not sale stake

Alisha Moopen, Aster DM Healthcare to CNBC-TV18

Fundamental Analysis (Long term)

13 Mar 2025 06:48

HAPPIEST MIND Management Says Maintain 30% Rev Growth Guidance For FY25, But Looking Tough To Achieve It - CNBCTV18

Fundamental Analysis (Long term)

12 Mar 2025 11:07

Half of IT Stocks are Below Sector PE

Nifty IT Sector PE: 29x

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25) Nucleus Soft:15x 👍
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Must Join for Instant Updates 👇
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Fundamental Analysis (Long term)

12 Mar 2025 05:43

👉 Kalpataru Projects International Ltd

⚡️Comprehensive Solutions:
KPIL provides end-to-end solutions, encompassing design, testing, fabrication, erection, and construction of transmission lines.

👉Recent Transmission Towers Project

the company has secured new orders worth Rs 1,011 crore. These orders include projects in transmission and distribution overseas.

👉 Financial

⭐️ Revenue (in cr)

⚡️Jun 2024: 4,587
⚡️Sep 2024: 4,930
⚡️Dec 2024: 5,732

⭐️PAT(in cr)

⚡️Jun 2024: 84
⚡️Sep 2024: 126
⚡️Dec 2024: 140

👉Shareholder Pattern

⚡️Promoter holding: 33.5 %
⚡️Change in Prom Hold: -1.72 %
⚡️FII holding: 12.7 %
⚡️Chg in FII Hold: 1.97 %
⚡️DII holding: 45.6 %
⚡️Chg in DII Hold: -0.33 %
⚡️Public holding: 8.19 %

👉Key metrics

⚡️Market Cap: ₹ 15,902 Cr.
⚡️Current Price: ₹ 931
⚡️Stock P/E: 30.9
⚡️ROCE: 16.0 %
⚡️ROE: 10.4 %
⚡️Debt to equity: 0.94
⚡️Profit Var 3Yrs: -0.18 %
⚡️Sales growth 3Years: 14.9 %

Fundamental Analysis (Long term)

12 Mar 2025 05:39

👉Indus Towers Ltd

⚡️Telecom Towers and Communication Structures:
They deploy, own, and manage telecom towers.
⚡️Providing infrastructure for wireless telecommunication service providers

👉Recent Transmission Towers Project

They have also signed an MOU with NTPC Green Energy to develop grid-connected renewable energy projects, including solar and wind

👉 Financial

⭐️ Revenue (in cr)

⚡️Jun 2024: 7,383
⚡️Sep 2024: 7,465
⚡️Dec 2024: 7,547

⭐️PAT(in cr)

⚡️Jun 2024: 1,926
⚡️Sep 2024: 2,224
⚡️Dec 2024: 4,003

👉Key metrics

⚡️Market Cap: ₹ 88,232 Cr.
⚡️Current Price: ₹ 327
⚡️Stock P/E: 8.82
⚡️ROCE: 22.1 %
⚡️ROE: 24.2 %
⚡️Debt to equity: 0.75
⚡️Profit Var 3Yrs: 17.2 %
⚡️Sales growth 3Years: 27.0 %

👉Shareholder Pattern

⚡️Promoter holding: 50.0 %
⚡️Change in Prom Hold: -3.00 %
⚡️FII holding: 26.2 %
⚡️Chg in FII Hold: 1.96 %
⚡️DII holding: 17.8 %
⚡️Chg in DII Hold: 0.80 %
⚡️Public holding: 6.01 %

Fundamental Analysis (Long term)

12 Mar 2025 04:28

TRANSMISSION TOWERS RELATED DETAIL STUDY WILL SHARE STAY TUNED

Fundamental Analysis (Long term)

12 Mar 2025 04:14

📌SWOT Analysis :

👉Strengths :

➡️Strong Financial Performance with High revenue growth (CAGR 54%) & PAT CAGR 180%.

➡️Custom-designed power and distribution transformers.

➡️Consistent export mix (44-56%), benefiting from global demand surges

👉Weakness :

🔶Lower visibility in global markets compared to top-tier transformer manufacturers.

🔶Key raw material (CRGO steel) is imported and subject to price fluctuations & supply chain risks

👉Opportunities :

🟢Rising Demand for Renewable Energy Transformers

🟢 India’s push for renewable energy (500 GW target by 2030) benefits transformer manufacturers.

🟢Aging power grids in the US & Europe are driving demand for replacement transformers.

👉Threats :

🔴Competes with well-established multinational companies like ABB, Siemens, Toshiba, CG Power, Schneider Electric, Bharat Bijlee, etc..

🔴Global recession risk could impact industrial CAPEX and reduce transformer demand.

Fundamental Analysis (Long term)

12 Mar 2025 04:13

📌CAPEX :

👉Shilchar has been strategically expanding its production capacity to meet growing demand in the power & renewable energy sectors.

➡️The Co.’s most recent expansion, completed in Aug 2024, increased its capacity to 7,500 MVA.

🏭State-of-the-art New Plant Building :

🔶The Co.’s new plant building, operational from August 2024, is a state-of-the-art facility designed to support the company's New capacity of 7,500 MVA.

Fundamental Analysis (Long term)

12 Mar 2025 04:12

📌Management Team :

▶️Alay J. Shah – Chairman & Managing Director

👉Aashay A. Shah – Executive Director

➡️Aatman A. Shah - Manager Operations

Fundamental Analysis (Long term)

17 Mar 2025 07:27

KEC INTERNATIONAL says

• Power Grid accounts for 20-25% of our order book

• Power Grid contributes 30-35% of our order intake

• Exported $25 million worth of products from Mexico to the US

• No impact of US tariffs on KEC International

• No plans to set up manufacturing plants in the US at the moment

• Targeting 15% growth in FY26

Fundamental Analysis (Long term)

17 Mar 2025 02:21

Short term trading , positional trading
And learning priceaction join now @wealthcreator7

Stock SIP, long term investment don't miss to join @stocksip

Corporate update, quaterely result, management guidance @companyupdate

Daily one company Fundamental analaysis in detail daily
@fundamental3

US STOCK Chart study for more detail visit
@Us_stock3

Order Book, capex and stock information in detail @stockinfo33

Stock market statics and information @stockinfo3

All IPO Updates Live @ipoinfo3

All conference call and detail stock study @nilfaldu

Fundamental Analysis (Long term)

15 Mar 2025 05:09

Good Morning friends

Fundamental Analysis (Long term)

14 Mar 2025 08:34

Innova Captab - Centrum CDMO Conference Key Takeaways :

🔹FY25 revenue target: ₹12bn+
🔹Jammu plant to add ₹4-5bn revenue by FY26
🔹20%+ CAGR expected over next 3-5 yrs

Jammu Plant Key Highlights:
🔹₹4.5bn investment for new facility
🔹4 blocks: Cephalosporin, Penicillin, Pennum & General
🔹Commercial production starts Q4FY25
🔹Expected breakeven in H1FY26

Financial Benefits:
🔹Interest Subsidy: Govt-backed loan at ~2.5% effective rate
🔹GST Incentive: ₹3bn benefit (3x eligible investment)
🔹To unlock full GST benefit, sales need to hit ₹7.5bn/yr from Jammu

CDMO & API Trends:
🔹CDMO Model: In-house product development, customer validation, & contract manufacturing
🔹API cost model: Price hikes passed on to customers
🔹API price trend: Volatile, 4-5% decline impacting margins

Trade Generics & Market Outlook:
🔹Trade generics growth: 15% CAGR (current market ~₹2bn+)
🔹White-labeled pharmacy generics eating into branded generics
🔹More outsourcing to CDMOs due to stricter regulations

Market Positioning & Growth Factors:
🔹Increased outsourcing benefits large CDMOs
🔹Domestic branded generics field force: 300-350 reps
🔹Regulatory shifts (e.g., Schedule M implementation) to favor bigger CDMOs

Big growth ahead for Innova Captab

Source : Centrum
(No Buy/Sell reco)

Fundamental Analysis (Long term)

13 Mar 2025 09:01

💎Quarterly Growers

💎19 Small Cap Companies showing Consistent Quarterly growth in Net Profit

🔼Q3FY25 PAT > Q2FY25 PAT
🔼Q2FY25 PAT > Q1FY25 PAT
🔼Q1FY25 PAT > Q4FY24 PAT

Fundamental Analysis (Long term)

13 Mar 2025 08:25

JK Lakshmi Cement says
💪 Demand is good, hope that prices will trend up
👍 Cement Prices +1% -1.5% in Q4FY25 vs Q3FY25

FY26 Guidance
🎯 Volumes +9% yoy
🎯 EBITDA/tn improves Rs.200/tn

Fundamental Analysis (Long term)

13 Mar 2025 06:48

HAPPIEST MIND Management Says We Are Coming To Speed With The Rhythm Of The Product Biz

Upbeat About Outlook But Coloured Slightly By Fear Of A Recession In US

We Are Currently In The Planning Phase For Renewals

Customers Watching How The Situation Is Evolving, No Cut On Spending So Far

Renewal Cycle That Started In December Is Almost Through

Fundamental Analysis (Long term)

12 Mar 2025 20:05

Short term trading , positional trading
And learning priceaction join now @wealthcreator7

Stock SIP, long term investment don't miss to join @stocksip

Corporate update, quaterely result, management guidance @companyupdate

Daily one company Fundamental analaysis in detail daily
@fundamental3

US STOCK Chart study for more detail visit
@Us_stock3

Order Book, capex and stock information in detail @stockinfo33

Stock market statics and information @stockinfo3

All IPO Updates Live @ipoinfo3

All conference call and detail stock study @nilfaldu

Fundamental Analysis (Long term)

12 Mar 2025 05:43

👉KEC International

⚡️Comprehensive Solutions:
KEC provides end-to-end solutions for building transmission lines, including design, manufacturing, testing, supply, and erection.

👉Recent Transmission Towers Project

KEC International has secured substantial new orders in its T&D business, including projects from Power Grid Corporation of India Limited (PGCIL)

👉 Financial

⭐️ Revenue (in cr)

⚡️Jun 2024: 4,512
⚡️Sep 2024: 5,113
⚡️Dec 2024: 5,349

⭐️PAT(in cr)

⚡️Jun 2024: 88
⚡️Sep 2024: 85
⚡️Dec 2024: 130

👉Key metrics

⚡️Market Cap: ₹ 19,246 Cr.
⚡️Current Price: ₹ 723
⚡️Stock P/E: 42.4
⚡️ROCE: 16.0 %
⚡️ROE: 8.80 %
⚡️Debt to equity: 0.85
⚡️Profit Var 3Yrs: -14.2 %
⚡️Sales growth 3Years: 14.9 %

👉Shareholder Pattern

⚡️Promoter holding: 50.1 %
⚡️Change in Prom Hold: 0.00 %
⚡️FII holding: 15.2 %
⚡️Chg in FII Hold: 1.60 %
⚡️DII holding: 24.9 %
⚡️Chg in DII Hold: -1.42 %
⚡️Public holding: 9.79 %

Fundamental Analysis (Long term)

12 Mar 2025 05:39

👉Jyoti Structure Ltd

⚡️Design, Testing, Manufacturing, Erecting, and Commissioning:
They handle turnkey projects related to transmission lines, including all stages from initial design to final commissioning.

👉Recent Transmission Towers Project

Jyoti Structures has secured a substantial EPC (Engineering, Procurement, and Construction) project from Power Grid Corporation of India Ltd. (PGCIL). This project, valued at ₹741.28 crore

👉 Financial

⭐️ Revenue (in cr)

⚡️Jun 2024: 88
⚡️Sep 2024: 107
⚡️Dec 2024: 137

⭐️PAT(in cr)

⚡️Jun 2024: 5
⚡️Sep 2024: 7
⚡️Dec 2024: 11

👉Key metrics

⚡️Market Cap: ₹ 2,099 Cr.
⚡️Current Price: ₹ 17.3
⚡️Stock P/E: 55.6
⚡️ROCE: 1.15 %
⚡️ROE: na
⚡️Debt to equity: 15.8
⚡️Profit Var 3Yrs: 26.3 %


👉 Shareholding Pattern

⚡️Promoter holding: 0.00 %
⚡️Change in Prom Hold: 0.00 %
⚡️FII holding: 1.10 %
⚡️Chg in FII Hold: -0.31 %
⚡️DII holding: 1.62 %
⚡️Chg in DII Hold: -0.24 %
⚡️Public holding: 97.3 %

Fundamental Analysis (Long term)

12 Mar 2025 05:38

🧑‍🔧 Transmission 🗼 Towers Has Massive 💹 Growth Opportunity in India 🇮🇳

👉 4 Stocks From Transmission 🗼 Towers Which are Taking Crucial Projects 🔥

Fundamental Analysis (Long term)

12 Mar 2025 04:14

📌Conclusion :

👉Shilchar Technologies is one of the fastest-growing transformer manufacturers in India, with high profitability, strong demand, and strategic expansion plans.

▶️The company is well-positioned for sustained long-term growth.

📢 No buy or Sell Reco. Just for educational purposes

Fundamental Analysis (Long term)

12 Mar 2025 04:13

📌Future Outlook :

➡️Co. plans to fully utilize the new capacity in H2 FY25 & aim for a turnover of ₹750-800 crores in FY26

👉Co. remains committed to achieving the target of INR 550 Cr for FY25 (38% Revenue guidance) & are poised to fully utilize the incremental capacity by FY26.

▶️Co. has a current Order book of INR 450 Cr, expected execution timeline of 6-9 months.

📌Company has an Order pipeline for INR 550 Cr for FY25.

👉Fixed Assets has increased from INR 41 Cr in Mar 24 to INR 56 Cr in Sep 24, a 37% growth.

➡️EPFO Employee count has increased from 131 in May’24 to 145 in Dec’24, a 11% growth.

Fundamental Analysis (Long term)

12 Mar 2025 04:12

📌Key Clientele :

▶️Schneider Electric
🏥Philips Healthcare
👉Blue Star
➡️Voltas
👉Hitachi
▶️ABB USA
🔶Schiller India

Fundamental Analysis (Long term)

12 Mar 2025 04:11

📌Key Milestones :

👉1986 : Incorporated.
👉1990 : Entered R-core transformers market.
👉1995 : Listed on BSE & ventured into ferred transformers.
👉2000 : Expanded into distribution & power transformers.
👉2008 : Began transformer exports.
👉2010 : Entered renewables transformer market.
👉2014 : Achieved $100 CR revenue; utilized 1,000 MVA capacity.
👉2015 : Acquired Gavasad land.
👉2018 : Commissioned Gavasad facility (4,000 MVA capacity).
👉2024 : Expanded production capacity to 7,500 MVA
👉Aug 2024 : revenue hit Rs. 397 CR.