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SNOWMAN Increasing Cold Temperature & New WarehousesNSE:SNOWMAN ............................................................................................................................................................................................................................................ • Network Advantage - Ability to offer customers the largest Pan-India cold chain networkfor storage and distribution • Expansion Plans – Planned expansion basis our customers’ requirements to reach new markets & to address the demand of the organised sector• Technology Driven - Snowman has developed customised software & apps for increasing efficiency of operations • 25+ Years of Experience - Snowman has innovated best practices and is a knowledge leader in the industry • Customer Trust & Satisfaction - Full visibility & transparency provided to customer using in-house tech platforms & many uninterrupted years of satisfactory customer service ............................................................................................................................................................................................................................................ Leading integrated temperature-controlled logistics • Snowman Logistics Ltd was incorporated in 1993 and Gateway Distriparks acquired a majority stake in 2006• Pan India network of 45 warehouses across 20 cities • Integrated service offering of warehousing services, transportation, and distribution bundled with value added services• Modern facilities with high quality infrastructure across the country • Expansion plans to increase warehousing presence for catering to the fast-growing demand of the organised sector• Snowman is first Indian cold chain company to introduce 5PL services, which offer innovative and integrated solutions ............................................................................................................................................................................................................................................ Strengths: Established market position in the temperature-controlled logistics industry: Snowman is the largest provider in the highly fragmented temperature-controlled warehousing, transportation and logistics industry in India. The company provides quality service and end-to-end solutions to customers in the temperature-controlled industry, thereby resulting in repeat orders and long-term contracts providing around 80% revenue visibility. As on March 31, 2023, the company had warehousing capacity of 1,35,552 pallets across 44 warehouses in 18 cities. It also had 239 refeer vehicles (refrigerated trucks) providing last-mile, inter-city distribution services through a consignment agency model. It caters to marquee customers in diversified end-user industries, such as seafood, pharmaceuticals, dairy, e-commerce and quick service restaurants (QSR). Under the dedicated warehouse segment, the company has opened 4 warehouses for e-commerce and pharmaceutical clients including Amazon, Fraazo, Impelpro, among others. Adequate financial risk profile: Gearing was 0.25 times as on March 31, 2023, and is expected to remain low in the medium term. Debt protection metrics are adequate with interest coverage and net cash accrual to total debt ratios are ~4.3 times and 0.63 times, respectively, in fiscal 2023. Any higher-than-expected debt for funding capex could adversely impact the capital structure and debt protection metrics and will remain a key rating sensitivity factor. Continued parentage of GDL: Post settlement of agreement between Snowman and Adani Logistics Ltd (ALL) in July 2020, GDL is the single largest owner with 40.25% stake in the company and substantial control on the board. The rating continues to benefit from moderate operational and strategic linkages with GDL, as both the companies offer complementary services in the logistics industry, thereby providing cross-selling opportunities to customers. GDL is one of the largest private players in the container freight station, railways and inland container depot businesses in India. Furthermore, Snowman is well established amongst the leading organised players, providing temperature-controlled services in India
NSE:SNOWMANLong
by iism-ExpertTrading
RUPA indicating is No More an Ordinary Underwear BrandNSE:RUPA Commenting on the financial performance Mr. Vikash Agarwal - Whole Time Director, said, “We are pleased to report a stable performance in Q1 FY25, though the industry continues to witness resistance to any price increase. We demonstrated steady improvements across key financial metrics. This quarter, we witnessed 8% rise in revenue, primarily driven by strong sales in our core product line. Our volume growth for the quarter reached 9%, supported by strong sales in the economy and athleisure segments. Our EBITDA saw a year-on-year increase of 59%, totaling Rs. 18.0 crores for the quarter, showcasing our commitment to cost management and operational efficiency. Operating margins also improved by 280 basis points compared to the same period last year. Furthermore, our net profit experienced substantial growth of 149%, reaching Rs. 10.5 crores for the quarter. This underscores the effectiveness of our financial strategies and the resilience of our business model. Net profit margins improved by 280 basis points during the quarter. Notably, our exports have shown progress, with a healthy 32% year-on-year growth, reaching Rs. 8 crores. This reflects our steady penetration into international markets. Revenue contribution from Modern Trade remains robust at 8% in Q1 FY25. The pilot project “Pragati’, which was launched last quarter, has received encouraging feedback from our distributors. We expect healthy expansion of the project going forward. Our cash flow from operations remains strong, generating Rs. 44 crores in Q1 FY25. We have made significant progress in reducing our debt, achieving a net debt-free status as at end of Q1 FY25. Our branding and advertising strategies accounted for 9% of revenues in Q1 FY25. Looking ahead, we are confident in achieving new business milestones and delivering innovative products to our diverse customer segments. Our customer-first approach will help us strengthen our position as an industry leader and contribute to our sustainable business model
NSE:RUPALong
by iism-ExpertTrading
DOGE | Long Term Profits PlanHello traders! At this very moment, there's a lot of uncertainty, and we can't know for sure what's going to happen exactly, so having a plan of action is the best idea. Plan ahead so you know what to expect and are ready to act on it when the moment arrives. So here's my plan: 1) DOGE is stuck in a box; clearly, we can pinpoint support and resistance on the monthly timeframe. This indicates the asset is actually in balanced mode, so usually no action should be taken. However, I've marked certain demand zones to buy, and if, for whatever reason, it gets pierced through, you'll also know where the price is most likely to land next. Confirmations: Wait for the price to hit the areas marked; be patient, and you'll get rewarded accordingly. Once price hits the zones, wait for a candlestick and a reversal pattern on the lower timeframes to time your entry smoothly. 2) TARGETS: Whichever demand zone price hits, make sure your target is the closest supply zone. Don't expect the price to hit the moon just because. That's just not going to happen, and on the contrary, there are massive amounts of sell trade limit orders sitting on those supply zones, so be smarter and take profit before the sell-off gets activated. This idea is to spot for the long term. This asset is still in balanced mode; there hasn't been a breakout of the range yet. However, it's worth noting that as of now, price might just come down into a very important demand zone, giving an extremely great opportunity to enter and hold for the bullrun next year. I hope you find it useful and are able to take advantage of this idea. Kina Tip of the Day: Take profits partially even when they don't seem much because, in the long run, they will grow in a balanced way with the rest of the portfolio. Keep it shiny ⭐ Kina, The Girly Trader
Long
by KinaStar
5
SHK is Spreading its Fragrances on ChartNSE:SHK ..................................................................................................... ..................................................................................................... Q1 FY25 performance overview compared with Q1 FY24. Revenue from operations at Rs. 470.3 crore as against Rs. 422.6 crore, up by 11.3%. EBITDA** at Rs. 83.3 crore as against Rs. 70.6 crore, higher by 18%. EBITDA** margin at 17.7% as against 16.7%, expanding by 100 bps. Adjusted PBT stood at Rs. 46.5 crore as against Rs. 37.8 crore, up 23.1%. Cash profit at Rs. 55.8 crore as against Rs. 47.7 crore, growing by 17.0% . ..................................................................................................... ..................................................................................................... Key Developments. Incorporation of step-down subsidiary – Keva Germany GmbH. Incorporated Keva Germany GmbH to serve as a Creative Development Centre (CDC) for European operations, while also providing support to customers in Dubai and Middle East. ..................................................................................................... ..................................................................................................... Update on Debt Position: The Company’s net debt increased to ~Rs. 542 crore as on 30th June 2024 as compared to Rs. 504 crore as on 31st March 2024. The debt increase was due to the need to replenish inventory following the fire incident at its Vashivali facility in April 2024 . ..................................................................................................... ..................................................................................................... Update on the Fire Incident at the Company’s Fragrance facility located at Vashivali. A fire incident occurred at the Company’s Vashivali facility in April 2024. There was no loss of human life, and the safety of all personnel was ensured. The Company has comprehensive insurance coverage including cover for loss of profit. The Company operates five manufacturing locations in India and, in response to the incident, swiftly implemented a Business Continuity Plan (BCP) by shifting production to alternate sites. The new facility is projected to be re-established within 9 to 12 months. All facilities are now operating in double/triple shifts, ensuring adequate capacity to meet current and future customer requirements. Recently commissioned Indonesia facility is ramping up production to cater to both local and export orders, ensuring continuity and fulfilling commitments to overseas customers. An exceptional loss of ₹120 crore (net of tax) was recorded during the quarter due to the fire, covering plant and machinery, building, and inventory. This loss is expected to be fully offset by insurance reimbursement in FY2025. The Company has filed a request for interim payment of Rs. 50 crore with the Insurance Company. The Insurance company is carrying out the necessary procedure to process the claim .
NSE:SHKLong
by iism-ExpertTrading
ITDCEM Going 2 Break All Time High With Huge Positive NumbersNSE:ITDCEM Over 90 years of rich industry experience ...................................................................................... ...................................................................................... Company is expected to give good quarter, Company has delivered good profit growth of 26.4% CAGR over last 5 years ...................................................................................... ...................................................................................... Amongst the leading infrastructure & construction company in Thailand for over 60 years. ...................................................................................... ...................................................................................... Received ‘The Royal Seal of Garuda’ in 1985 - Highest and most honorable achievement for civilian companies in Thailand Global presence in India, Bangladesh, Lao PDR, the Philippines, Vietnam, Africa etc. Access to the latest technology and know-how, international design and engineering as well as skilled personnel to augment our local strength. ...................................................................................... ...................................................................................... MULTI YEAR REVENUE VISIBILITY ORDERBOOK OF RS 18,536 CRORE. • Secured orders worth over Rs 1,053 crore in Q1 FY25. • Clientele comprises of Government (48%), PSU (17%) and Private Sector (35%). • Established presence in India with 13 states / 1 union territory and is currently executing project in Sri Lanka and Bangladesh ...................................................................................... ...................................................................................... Major Projects under execution worth of Rs 6,401 crore. Marine project in Bangladesh. West Container Terminal in the Port of Colombo, Sri Lanka. Balance Outer Harbour Works in Andhra Pradesh. Piers, Landside Tunnels & Building in Karwar, Karnataka. Udangudi project in Tamil Nadu. Wharf and Approach trestle works at JNPT in Maharashtra. Captive Oil Jetty at Kamarajar Port in Tamil Nadu. Third Berth (Jetty) at Dahej LNG Terminal in Gujarat ...................................................................................... ...................................................................................... Major Projects under execution worth of Rs 3,936 crore. Underground tunneling and stations for metros in Chennai, Bengaluru, Mumbai and Kolkata. Elevated metro stations and buildings in Kolkata Depot metro building in Surat Modification & Refurbishment of terminal buildings in Ahmedabad airport ...................................................................................... ...................................................................................... Major Projects under execution worth of Rs 2,717 crore Six laning road project in Uttar Pradesh ...................................................................................... ...................................................................................... Major Projects under execution worth of Rs 2,341 crore Redevelopment of Residential colony at Kasturba Nagar in New Delhi. Circuit bench of Calcutta High Court at Jalpaiguri in West Bengal. Thal Sena Bhawan in Delhi. Aerospace museum at AF station in Palam, Delhi. Piling and Civil work for Coke Oven Project at Hazira plant in Gujarat. Construction of buildings for Sikkim University ...................................................................................... ...................................................................................... Major Projects under execution worth of Rs 2,120 crore Railway tunnels in West Bengal and Sikkim. Civil & Hydro-Mechanical Works of 500 MW Hydel Power, Pumped Storage Project in Andhra Pradesh. Water conveyor system of lined gravity canal/tunnels in Telangana
NSE:ITDCEMLong
by iism-ExpertTrading
3
STG Long Term Profits PlanHello traders! Currently, we are experiencing a big drop in Crypto but other markets have also been dropping hard. So, now instead of going all panic mode let's switch gears and plan ahead to take advantage of the buying opportunities. So, here's my plan in the long term for StarGate. 1) Right now, we can see price hit the Demand Zone which is the zone marked in green. It got pierced though recently after a real long time. However, it's turning into a hammer candle and reversing altogether which means strong buying pressure stepping and it could totally be a fakeout, so we should stay alert to see how it plays out. Possible confirmations for the demand zone to be safe are: Wait for the price breakout and take a position when it re-test the zone back again. In the future if the bearish trendline gets broken, we can expect an important rise on the price. We still have to deal with a strong supply zone which is marked in red. If price manages to pierce through the supply then we fly to the moon ♥ meanwhile, I'll be monitoring weekly and informing STG movements over time. 2) TARGETS: The nearest one would be 0.53, which would act as a mean reversion zone. After that, we can expect ranging, and we'll have to wait for signs and clues to find out what could possibly happen next. Targets long term: the supply zone and the ATH + This idea is to spot for the long term. This asset is still in ranging mode; there hasn't been a breakout of the range yet. However, it's worth noting that there's a triangle pattern playing out in the monthly timeframe, right now. I hope you find it useful and are able to take advantage of this idea. Kina Tip of the Day: Take profits partially even when they don't seem much because, in the long run, they will grow in a balanced way with the rest of the portfolio. Keep it shiny ⭐ Kina, The Girly Trader
Long
by KinaStar
PARAS DEFENCE Getting Support @ Previous ALL Time HighNSE:PARAS Positive factors – The outlook will be revised to Stable if the company demonstrates a material improvement in its working capital cycle and liquidity position, along with improvement in earnings and scale of operations. Healthy order book provides medium-term revenue visibility – The company’s fresh order inflows over the past four fiscals remained adequate, with orders worth ~Rs. 621 crore added in the last 21 months ending December 31, 2023. The pending order book of Rs. 526.3 crore as on December 31, 2023 (OB/OI ratio of 2.4 times of the OI in FY2023) provides medium-term revenue visibility. Comfortable capital structure and healthy coverage indicators – The company’s capital structure remains comfortable with TOL/TNW of 0.3 times as on September 30, 2023, supported by equity infusion of Rs. 162.3 crore during FY2021-FY2022 and low debt levels. The interest coverage stood at 12.2 times in 9M FY2024 due to the limited dependence on external borrowings to fund its working capital. Going forward, ICRA expects the coverage indicators to remain comfortable, benefitting from the scale-up in operations, given the strong order pipeline. Extensive experience of management team – PDSTL’s promoters have more than three decades of experience in designing, developing and manufacturing a wide range of engineering products and solutions for the defense and space sector in the domain of optics, heavy engineering and electronics. Its long presence in the defence and space sector has helped to establish strong relationships with its customers as well as suppliers. It has developed a strong management and execution team comprising several ex-employees of BEL and DRDO, among others. High working capital intensity due to elongated receivables cycle – The business is working capital intensive with NWC/OI of 88.3% and 114.8% in FY2023 and H1 FY2024, respectively, owing to the high inventory holding period and long receivables cycle. The inventory levels are high because of additional stocking of critical raw materials to avoid any disruption in the delivery schedules and high work-in-progress due to elongated manufacturing cycle. PDSTL has been partly managing its working capital cycle by stretching its trade payables by more than three months as it has a longstanding relationship with most of its suppliers and availing mobilisation advance for part orders. Going forward, the company’s ability to alleviate its working capital intensity while scaling up its revenues and improving its operating margins will be the key rating monitorable. Moderate scale of operations – Though the company reported a robust YoY revenue growth of 21% and 10% in FY2023 and 9M FY2024, respectively, supported by healthy order book and the timely execution of orders, the scale of operations still remains moderate. Given the Government’s thrust on ‘Make in India’ in the defence sector, PDSTL has been mainly catering to domestic demand (~84% of OI contributed by domestic orders in FY2023). Driven by the healthy order book status, ICRA expects the company to sustain its revenue growth in FY2024 and FY2025. High customer concentration risk, though largely mitigated by reputed customer base and repeat orders – The company faces client concentration risk with top three clients contributing 46% to the total order book as on December 31, 2023 and top five clients accounting for 51% of the revenue in FY2023. The client profile mostly comprises government organisations with repeat orders received over the years, largely mitigating the counterparty credit risk. A major part of PDSTL’s clientele included reputed government organisations, namely Laboratory for Electro-Optics Systems (a unit of ISRO), BEL, Instruments Research and Development Establishment (a unit of DRDO) and private companies like RRP S4E Innovation Private Limited and Unifab Engineering Project Private Limited. The company has long standing relationships with most of its clientele. PDSTL also exports to companies based in Israel, Singapore and USA.
NSE:PARASLong
by iism-ExpertTrading
Morgan Stanley _ Chance to Make HUGE PROFIT + 442%.Morgan Stanley Trading within the Rising Channel Pattern and has Breakout the Triangle Pattern. If Breakout above the Resistance level, market significant Bullish Trend then the 1st Target is the Channel Top price around USD 350 or more, depending on the time. And 2nd Target is the Triangle Pattern Target price at USD 572. Offering a Chance to Achieve +442 % of HUGE PROFIT. This is Long-Term Analysis, must follow the Trend Continuation Technique. Support me; I want to Help People Make PROFIT all over the "World".
NYSE:MSLong
by SasikumarMani
ASHOKA METCAST LTD Chota Packet Bada DhamakaStock is trading at 0.58 times its book value Promoter Holding Increased 9.66 % over Last 6 Years From Year 2020 to 2024 Company Have Gradually Purchased their Fixed Assets of 20.57 CR . in Year March 2018 Company Reported Total Annual Sales of 19.17 CR Now in Year March 2024 Company Reported Annual Sales of 66.25 CR Net Cash Flow Is Healthy Cash Convertion Cycle and Working Capital Days have Also Decreased Reserves and Equity Capital showing Increasing Strength
NSE:ASHOKAMETLong
by iism-ExpertTrading
SUZLON Entering 14 Years High ZoneCompany has reduced debt. Company is almost debt free. Company has delivered good profit growth of 19.7% CAGR over last 5 years Strengths: Stable cash flow from the O&M services business to support overall debt servicing: The Group has ~14.5 GW of installed fleet under O&M business as on Dec 31, 2023. While the fleet under O&M reduces with decommissioning of WTGs, post completion of the design life, new wind turbine generators delivered and commissioned get added to the fleet every fiscal. Revenue from O&M services has been steady as this is contractual activity over a fixed timeframe and at contracted price. Also, escalation in revenue is inbuilt into the contracts, ensuring stability of operating margin over a period. The Group has demonstrated stability in revenue and profitability of O&M services business even in stressed times in the past. Stable cash flow with EBIDTA above Rs 700 crore per fiscal from the O&M services business is expected going forward. Leading market position in the wind turbine segment and a healthy order book: The Group has a successful track record of project execution with technical expertise, evident from the healthy market share of 30-35% in the WTG business in India over the past many years and also in cumulative installed capacity. The company’s healthy market position should help to obtain orders in the long run. SEL’s order book stood at ~3.16 GW (as on 31st Jan 24), to be executed till fiscal 2026. The company has been able to overcome the dependence on customer-backed financing to execute orders which had constrained growth in the last fiscal. Improved financial risk profile: The term debt stood at Rs. 1,773 crores as on March 31, 2023, on the back of scheduled repayments of term loan and additional reduction of ~Rs 900 crores from rights issue in October 2022. Furthermore, the company’s networth turned positive as on March 31, 2023 on the back of refinancing (gain on derecognition of OCDs & CCPS) and rights issue of Rs 1,200 crores in fiscal 2023. On August 14, 2023, the company approved the allotment of equity shares to Qualified Institution buyers aggregating to ~Rs. 2,000 crores. The company subsequently utilized the required amount to repay its entire debt at SEL, significantly improving the financial risk profile of the company. Further, SEL does not have material debt funded capex plans over medium term.
NSE:SUZLONLong
by iism-ExpertTrading
EID PARRY INDIA Freshly Broken 83 Weeks HighCompany has delivered good profit growth of 41.5% CAGR over last 5 years Company has been maintaining a healthy dividend payout of 19.7% Expected diversion for Ethanol in SY 2023-24 is ~ 20LMT of Sugar (against 38LMT diverted in SY 2022-23). Overall blending is 12% as of March’24. E20 petrol is available at 12,000 fuel retail outlets and the government targets a pan-India rollout by 2025. Syrup/B Hy diversion to Ethanol restricted from 7 th Dec 2023 and subsequently on 15th Dec 2023, allowed 17 LMT of Sugar diversion (as B Hy) across the country. Additional 10LMT has been allowed in April’24 for supply in Q3 of FY’25. Maximize and grow the Refined / Pharma Sugar Business • Health and wellness segment has been identified to focus on specialty sweetener business • Focusing on Brown sugar and Jaggery as alternate sweetener • To become a sweetening solutions provider for B2B Customers 1. Packaged staples has a large Total Addressable Market (TAM) of ~ INR 9 L Cr • Highly unorganised with only a few pan-India players 2. Overall branded penetration is less than 20%. • Significant growth expected with consumers preferences shifting towards branded products • Coincides with India’s overall growth and expansion of the consumption class 3. Parry’s brand presence and the strong foundation laid through the sweeteners to be leveraged • To further build on the capability to ‘brand the unbranded’ 4. Aspiration to capture >10% of the kitchen shelf in every household in South India The Company made a pioneering leap towards community water resource management projects through its flagship Project NANNEER • Under the first phase, seven lakes and ponds in Oonaiyur area (Pudukkottai and Sivagangai district in TN) were desilted across 250 acres (depth of 1-3 meter) • Under the second phase, twelve lakes and ponds (in the Cuddalore, Tiruppur, Villupuram and Erode districts in TN) were desilted across 127 • The excess desilted soil was utilized to create islands in each of the water bodies. Close to 1100 Million Liters were conserved in Phase 1 and 2. • Currently third phase being planned in TN, KN and AP. • The Company aims to achieve Ten Billion liters of water holding capacity through Project NANNEER by the end of 2026. Increase in Cash Fixed Cost in FY’24 majorly due to: • Manpower capability building for project expansion and new business • CPG infrastructure building • Special repairs undertaken in major plants Lower cane volume by 1.7 LMT over last year further contributed to the increase in CFC/MT Increase in cane cost, drop in recovery & yield due to climatic conditions, restriction in sugar diversion for ethanol has led to drop in EBITDA. The benefits on expansion of distillery capacities are expected to flow in FY’25
NSE:EIDPARRYLong
by iism-ExpertTrading
PARAS DEFENCE Broken & Sustained Above 133 Weeks HighPositive factors – The outlook will be revised to Stable if the company demonstrates a material improvement in its working capital cycle and liquidity position, along with improvement in earnings and scale of operations. Healthy order book provides medium-term revenue visibility – The company’s fresh order inflows over the past four fiscals remained adequate, with orders worth ~Rs. 621 crore added in the last 21 months ending December 31, 2023. The pending order book of Rs. 526.3 crore as on December 31, 2023 (OB/OI ratio of 2.4 times of the OI in FY2023) provides medium-term revenue visibility. Comfortable capital structure and healthy coverage indicators – The company’s capital structure remains comfortable with TOL/TNW of 0.3 times as on September 30, 2023, supported by equity infusion of Rs. 162.3 crore during FY2021-FY2022 and low debt levels. The interest coverage stood at 12.2 times in 9M FY2024 due to the limited dependence on external borrowings to fund its working capital. Going forward, ICRA expects the coverage indicators to remain comfortable, benefitting from the scale-up in operations, given the strong order pipeline. Extensive experience of management team – PDSTL’s promoters have more than three decades of experience in designing, developing and manufacturing a wide range of engineering products and solutions for the defence and space sector in the domain of optics, heavy engineering and electronics. Its long presence in the defence and space sector has helped to establish strong relationships with its customers as well as suppliers. It has developed a strong management and execution team comprising several ex-employees of BEL and DRDO, among others. High working capital intensity due to elongated receivables cycle – The business is working capital intensive with NWC/OI of 88.3% and 114.8% in FY2023 and H1 FY2024, respectively, owing to the high inventory holding period and long receivables cycle. The inventory levels are high because of additional stocking of critical raw materials to avoid any disruption in the delivery schedules and high work-in-progress due to elongated manufacturing cycle. PDSTL has been partly managing its working capital cycle by stretching its trade payables by more than three months as it has a longstanding relationship with most of its suppliers and availing mobilisation advance for part orders. Going forward, the company’s ability to alleviate its working capital intensity while scaling up its revenues and improving its operating margins will be the key rating monitorable. Moderate scale of operations – Though the company reported a robust YoY revenue growth of 21% and 10% in FY2023 and 9M FY2024, respectively, supported by healthy order book and the timely execution of orders, the scale of operations still remains moderate. Given the Government’s thrust on ‘Make in India’ in the defence sector, PDSTL has been mainly catering to domestic demand (~84% of OI contributed by domestic orders in FY2023). Driven by the healthy order book status, ICRA expects the company to sustain its revenue growth in FY2024 and FY2025. High customer concentration risk, though largely mitigated by reputed customer base and repeat orders – The company faces client concentration risk with top three clients contributing 46% to the total order book as on December 31, 2023 and top five clients accounting for 51% of the revenue in FY2023. The client profile mostly comprises government organisations with repeat orders received over the years, largely mitigating the counterparty credit risk. A major part of PDSTL’s clientele included reputed government organisations, namely Laboratory for Electro-Optics Systems (a unit of ISRO), BEL, Instruments Research and Development Establishment (a unit of DRDO) and private companies like RRP S4E Innovation Private Limited and Unifab Engineering Project Private Limited. The company has long standing relationships with most of its clientele. PDSTL also exports to companies based in Israel, Singapore and USA.
NSE:PARASLong
by iism-ExpertTrading
2
Chota Packet Bada Dhamaka Supreme Power Equipment LtdTransformer Market size is valued at USD 54 billion in 2022 and is anticipated to grow at a CAGR of 7.2% between 2023 and 2032. o Large scale integration of renewable energy sources coupled with increasing electrification programs primarily across the emerging economies will accelerate the industry scenario. o Expanding urban infrastructure to proliferate product demand for commercial & industrial applications Power transformer market from the commercial & industrial applications segment is expected to exhibit nearly 7% growth rate between 2023 and 2032. o The global power transformer market size was valued at $27.7 billion in 2019, and is expected to reach $50.8 billion by 2027, registering a CAGR of 7.9% from 2020 to 2027. Indian Transformer Market Size o The India transformer market is expected to rise at a CAGR of more than 5% during the forecast period. o The Transformer market in India can be pegged at more than INR 12,000 Crores. Power Transformers contribute 45 percent of the total market and distribution transformers, 55 percent. o Anticipating the huge domestic, requirement of power sector expansion and overseas demand, the transformer industry in India has more than doubled its manufacturing capacity over the last five years. o Transformer manufacturing capacity in India stands at ~370 GVA with capacity utilization rates hovering around 60- 70 percent on an average over the last 5 years. Power Sector o India is the third-largest producer and consumer of electricity worldwide, with an installed power capacity of 416.59 GW as of April 30, 2023. o India's power generation witnessed its highest growth rate in over 30 years in FY23. Power generation in India increased by 8.87% to 1,624.15 billion kilowatt-hours (kWh) in FY23. o According to data from the Ministry of Power, India's power consumption stood at 130.57 BU in April, 2023. o The peak power demand in the country stood at 226.87 GW in April, 2023. Attractive Opportunities In Union Budget 2023-24, the government allocated US$ 885 million (Rs. 7,327 crore) for the solar power sector including grid, off-grid, and PM-KUSUM projects. • To meet India’s 500 GW renewable energy target and tackle the annual issue of coal demand supply mismatch, the Ministry of Power has identified 81 thermal units which will replace coal with renewable energy generation by 2026. In Budget 2023-24, Government has committed an outlay of Rs. 10 lakh crore (US$ 120 billion) during 2023-24 towards infrastructure capital expenditure compared to Rs. 7.5 lakh crore (US$ 90 billion) (BE) during 2022–23. Company has reduced debt. Company is almost debt free. Company has delivered good profit growth of 108% CAGR over last 5 years. Company has a good return on equity (ROE) track record: 3 Years ROE 67.2%. Debtor days have improved from 114 to 83.3 days. Company's working capital requirements have reduced from 87.0 days to 67.8 days
NSE:SUPREMEPWRLong
by iism-ExpertTrading
8
Pacific Industries Ltd Looking Good After Long CorrectionLooking Good For Long-Term Holding . Good Fundamentals and Business Model Stock is trading at 0.34 times its book value CMP @ 215.30 AND BOOK VALUE @ 629 Quarterly Results Out as..... Item YOY Mar 2024 Sales ⇡ 47% 59.6 EBIDT ⇡ 309% 5.34 Net profit ⇡ 186% 4.72 EPS ⇡ 187% ₹ 6.85 Positive factors • Sustained Improvement in scale of operations marked by total operating income (TOI) above Rs.350 crore along with PBILDT margin above 13% on sustained basis. • Improvement in working capital cycle below 100 days. Key strengths Experienced and qualified management with strong group presence Mr. Jagdish Prasad Agarwal, Chairman and Managing Director of PIL, has more than three decades of experience and looks after overall affairs of the company. He is assisted by Mr. Kapil Agarwal, Executive Director, who has around 13 years of experience in the industry. Further, the promoters are supported with the experienced second-tier management. The company belongs to Udaipur based Geetanjali Group and group concerns include Ojaswi Marbles and Granites Private Limited, Geetanjali Marble, Krishna Marble, Pacific Exports, Pacific Leasing and Research Limited, Yash Processors Private Limited, Pacific Iron manufacturing Limited, Chaitanya international Mineral LLP and Geetanjali University. As per the clarification submitted by PIL to stock exchange on February 21, 2023, Income Tax department has conducted inquiry under section 132 and 133 of Income Tax Act, 1961 from February 16, 2023, to February 21, 2023. As conveyed by PIL’s management to CARE Ratings, there have been no material findings from the inquiry conducted so far. As per disclosure made to stock exchange, PIL will update stock exchange on material information of event, if any. CARE Ratings shall however continue to monitor the developments of the case and its impact, if any on the credit profile of PIL. Established track record of operations and diversified product portfolio PIL was incorporated in the year 1989 and has a track record of more than three decades in the industry having established relationship with its customers and suppliers. The company majorly exports its products to USA, Europe, Indonesia, Vietnam as well as Middle East countries. Over the years, PIL has received various awards and certification, such as “Star Export House” certification from the Ministry of Commerce and Industry, certificate of life member of All India Granite and Stone Association. It also has membership of Centre for Development of Stones and Confederation of Export Unit. Further, the company offers diversified products which includes variety of North Indian and South Indian granites in different styles, color, size and pattern etc. Further, it has flexibility to manufacture different varieties of quartz slabs by blending resins with quartz and other key materials to get slabs with desired colour, hardness and durability. Location advantage with ease of availability of raw material and labour PIL’s processing facility of granites is situated in Rajasthan and Karnataka which has the largest reserve of marbles & granites in India with estimated reserves of 2075.64 crore cubic metres accounting of more than 91% of the total marble reserves of the country. There are many units located in the cities of Rajasthan, Karnataka and Andhra Pradesh which are engaged in the business of mining and processing of marbles and granites. Further, skilled labour is also easily available by virtue of it being situated in the marble & granite belt of India. Moderate profitability albeit moderation in scale of operations PIL’s Total operating income (TOI) declined by 35% y-o-y to Rs. 184.11 crores as against Rs.285.40 crore in FY22. The decline was on account of decrease in quartz sales due to levying of anti-dumping duty in July 2022 by U.S. Department of Commerce and no sales from trading of iron ore in FY23. The anti-dumping duty was subsequently reversed in January 2023. In 9MFY24, PIL achieved sales of Rs. 134.93 crores. PBILDT margin of PIL moderated by 322 bps to 7.55% in FY23 as against 10.46% in FY22 on account of higher raw material cost as well as lower absorption of overhead costs. However, in 9MFY24, PBILDT margin improved to 13.94% on the back of lower manufacturing expenses. Comfortable capital structure albeit moderate debt coverage indicators The capital structure of PIL improved with overall gearing of 0.43x as on FY23 end (1.25x in FY22). Improvement in overall gearing was on account of successful completion of rights issue of Rs.47.53 crore in February 2023 which resulted in augmentation of networth base as well as reduction in o/s debt with repayment of USL from directors/ subsidiaries and repayment of working capital borrowings. The debt coverage indicators however continued to remain moderate in FY23 due to lower profitability with PBILDT interest coverage of 1.72x (4.50x in FY22) and total debt/ GCA of 5.53x (6.20x in FY22)
BSE:PACIFICILong
by iism-ExpertTrading
1
NEXT MRF - HONEYWELL AUTO ( HONAUT ) Multiple study like flag and trend line from upper price that share price is running on 38800 CHART PATTERNS HOLD 1. Trend line on monthly 2. Multiple cup & handle 3. Ready to cross us supply zone 4 Range breakout 2 Slide flag pattern brekaout BUY honey well auto above 39000 TRG 1 - 44000 TRG 2 - 48000 TRG 3- 52000 and above 52000 that convert in jackpot trade if that not split TRG 64000 --- 72000 ----- 88000 if everything will be going in good that share
NSE:HONAUTLong
by Share-Mechanic
Lux Industry is getting ready for Next Big and huge huge Swing Hello Everyone, i hope you all will be doing good in your trading and your life as well, i have brought another stock which is getting ready for big move, Company name is Lux Industry. My calculation is saying it is going to give huge move in one way towards 10000+ levels in coming time, as price has formed double bottom, and if you will see stock has done sme in earlier swing, and each swing was doubled than earlier. So expecting same in next swing. MACD is giving bullish crossover in all timeframe specially in higher timeframe. Stock has given golden crossover in daily time frame (For those who does not know about golden crossover i will write here (whenever stock or any security trade below 200-DEMA from long time and suddenly stock gives crossover above 200-DEMA and sustains for sometimes, that is called golden crossover, usually this scenario creates bullish bias in market)). About Company:- Lux Industries Limited was incorporated in 1995 having a market share of 15% of the organised industry. It is the largest mid-segment hosiery enterprise in India.Company is engaged in the manufacturing and marketing of innerwear, thermals, and casuals under various brands, with ‘LUX’ being its flagship brand. Stock P/E 47.2 Book Value ₹ 496 Dividend Yield 0.32 % ROCE 12.7 % ROE 9.97 % Face Value ₹ 2.00 Industry PE 16.2 Debt ₹ 236 Cr. EPS ₹ 35.0 Promoter holding 74.2 % Intrinsic Value ₹ 1,262 Pledged percentage 0.00 % EVEBITDA 27.2 Change in Prom Hold 0.00 % Profit Var 5Yrs 12.0 % Sales growth 5Years 17.2 % Return over 5years 4.63 % Debt to equity 0.16 Net profit ₹ 100 Cr. ROE 5Yr 23.4 % Profit growth -44.5 % Disclaimer:- Please always do your own analysis or consult with your financial advisor before taking any kind of trades. Dear traders, If you like my work then do not forget to hit like and follow me, and guy's let me know what do you think about this idea in comment box, i would be love to reply all of you guy's. Thankyou.
NSE:LUXINDLong
by TraderRahulPal
2