audience statistics Fundamental Analysis (Long term)

Since the beginning of the war, more than 2000 civilians have been killed by Russian missiles, according to official data. Help us protect Ukrainians from missiles - provide max military assisstance to Ukraine #Ukraine. #StandWithUkraine

Yearly capex planned by sector - might be useful in helping to pick companies Green Energy ~150,000 Crs Railways ~118,000 Crs Water ~75,000 Crs Defence ~70,000 Crs PLI ~60,000 Crs Transmission ~17,000 Crs Data Centre ~14,000 Crs Source: Motilal

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ATAM VALVE CMP : 192 Market Cap : 200 CR PE : 27 ROCE : 41.8% ROE : 42.1% SALES GROWTH 5 YR :  23% PROFIT GROWTH 5 YR :  71.9% NO EQUITY : 1.05 DEBT TO EQUITY : 0.47 About Company : Incorporated in 1985, Atam Valves Ltd is a manufacturer of Valves, Cocks & Boiler Mounting Business Overview: Company is a part of AMCO Industries. It is a manufacturer and exporter of Industrial & Plumbing Valves, Fittings & Boiler Mountings including valves of Gate, Globe, Check, Ball, Butterfly, Steam Traps, Boiler Mountings & Accessories, and other industrial valves and fittings. The valves are engineered to handle service conditions at -192°C to 550°C and pressure up to 10000psi Product Profile: Air Valves, Ball Valves, Butterfly Valves, Check Valves, Cocks, Foot Valves, Gate Valves, Globe Valves, Injectors, Moisture Separators, Needle Valves, Non Return Valves, Parallel Slide Blow Off Valves, Plug Valves, Pressure Reducing valves, Safety Valves, Sight Indicators, Steam Stop Valves, Steam Traps, Strainers, Water Level Gauges, Wheel Valves Clientele: Adani, Alps Industries, BHEL, BPCL, BSBK, Driplex, Essar, HPCL, IOCL, IRCTC, NTPC, Thermax, Voltamp, etc. Manufacturing Capacity: Company has 3 Foundry Shops for Nonferrous, Stainless Steel and Carbon & Alloy Steels, each with multiple moulding techniques. It has a valve manufacturing capacity of 96,000 pieces per month across product categories Geographical Revenue Split - FY23: Exports ~1%, Domestic Sales ~99% ~ As per management 2030 sales target 1000cr ~ Current sales 53cr fy24 expected sales 80cr ~ PE 27 vs industry PE 46 current price to sales 3.78 ~ if company achieves 1000cr target then even if we give 3 times sales on minimum valuation then target comes to 3000 Disclaimer: No buy sell suggestion about this stock

ATAM VALVE CMP : 192 Market Cap : 200 CR PE : 27 ROCE : 41.8% ROE : 42.1% SALES GROWTH 5 YR : 23% PROFIT GROWTH 5 YR : 71.9% NO EQUITY : 1.05 DEBT TO EQUITY : 0.47 About Company : Incorporated in 1985, Atam Valves Ltd is a manufacturer of Valves, Cocks & Boiler Mounting Business Overview: Company is a part of AMCO Industries. It is a manufacturer and exporter of Industrial & Plumbing Valves, Fittings & Boiler Mountings including valves of Gate, Globe, Check, Ball, Butterfly, Steam Traps, Boiler Mountings & Accessories, and other industrial valves and fittings. The valves are engineered to handle service conditions at -192°C to 550°C and pressure up to 10000psi Product Profile: Air Valves, Ball Valves, Butterfly Valves, Check Valves, Cocks, Foot Valves, Gate Valves, Globe Valves, Injectors, Moisture Separators, Needle Valves, Non Return Valves, Parallel Slide Blow Off Valves, Plug Valves, Pressure Reducing valves, Safety Valves, Sight Indicators, Steam Stop Valves, Steam Traps, Strainers, Water Level Gauges, Wheel Valves Clientele: Adani, Alps Industries, BHEL, BPCL, BSBK, Driplex, Essar, HPCL, IOCL, IRCTC, NTPC, Thermax, Voltamp, etc. Manufacturing Capacity: Company has 3 Foundry Shops for Nonferrous, Stainless Steel and Carbon & Alloy Steels, each with multiple moulding techniques. It has a valve manufacturing capacity of 96,000 pieces per month across product categories Geographical Revenue Split - FY23: Exports ~1%, Domestic Sales ~99% ~ As per management 2030 sales target 1000cr ~ Current sales 53cr fy24 expected sales 80cr ~ PE 27 vs industry PE 46 current price to sales 3.78 ~ if company achieves 1000cr target then even if we give 3 times sales on minimum valuation then target comes to 3000 Disclaimer: No buy sell suggestion about this stock

Inoxwind - Infusion of 800 Cr

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Netweb Technologies - Business outlook and Guidance Keywords - Generative AI, 5G, Cyber security and Cloud New Products and Technologies: 1. Netweb has entered into a transformative license agreement with Intel, enabling them to produce high-end computing systems based on Intel's next generation architecture. 2 They also plan to introduce low power RISC-based ARM architecture-based high-end computing systems in the Indian market. 3. The company is establishing its own SMT lines to manufacture products without relying on third-party entities and to expand their portfolio. 4. They are expediting the setup of the SMT line and anticipate it to be operational by the end of the current financial year. 5. Design work on ARM-based servers has already started, with a focus on generative AI. 6. There is a high demand for ARM-based servers due to the traction in generative AI and the need for infrastructure setup. 7. The company is working on launching the ARM-based servers by Q1 of the next year, but the exact timing is uncertain. 8. The end-to-end design of the motherboard will be done by the company. 9. The company expects to see revenue opportunities in 5G and 6G infrastructure, particularly in the ORAN space. Market Opportunities: 1. Netweb sees opportunities in the generative AI and 5G space and is capitalizing on them. 2. They have large deployments in generative AI, cyber security hardened computing systems, and private cloud adoption by BFSI. 3. The company is progressing well on their foray into networking switches and 5G ORAN, with plans to roll out network switches by the end of Q3 and 5G ORAN by the end of FY24. 4. The high-performance computing and private cloud segments are expected to have structural tailwinds for growth. 5. The company is also seeing traction in the AI segment. 6. The company is ready to take up the challenge of restricted imports and sees it as an opportunity. 7. The company has applied for PLI 2.0 and expects to be one of the beneficiaries. 8. The TAM for private cloud is significant, with a large portion of public sector BFSI expected to shift to private cloud. Guidance: Their revenue growth guidance for the next two to three years is expected to be in the range of 30 to 40% CAGR. Business Pipeline and Orders: 1. The company has a robust business pipeline of 31,479 million, with 3,496 million already qualified as L1 bids. 2. They anticipate receiving most of the orders related to these L1 bids in the second half of FY24. 3. The company has received one order for private cloud from a PSU bank and has more orders in the pipeline. 4. The company's order book has increased significantly, indicating strong demand. Tweeter sabri security

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GPT INFRAPROJECTS - Railway Focused Infrastructure Company Co. is involved in EPC contracts related to the construction of roads, bridges, railways, power and industrial projects. Mainly a Premier Infrastructure company engaged in Civil Construction and Concrete Sleeper manufacturing for Railways. 📍Co. operates in 2 business segments: 1. Infrastructure - 89%, healthy order book at Rs.2,627crs. 2. Concrete Sleepers - 11%, order book at Rs.250crs. 📍Marquee Clientele: Indian Railways, Ircon, NHAI, Rail Vikas Nigam Limited, Rites, MRIDCL, Transnet. 📍KEY IMPORTANT POINTS TO NOTE 💪 A. Current Debt stands at - Rs.243 crs. Mgmt. guides it to decrease to around Rs.170 crs. by FY24 end, predominantly on account of arbitration award expected by the end of this calendar year - Rs.60 crs. B. Finance cost projections reflect a downward trend from FY23 to FY25: Rs.36 crs, Rs.30 crs. and Rs.25 crs. respectively. The borrowing cost remains at 10.5%. C. Co.'s order book stands diversified across NHAI, Infrastructure, Railways and Concrete sleepers at Rs.900 crs, Rs.1700 crs. and Rs.250 crs. D. Mgmt. foresees an order inflow of Rs.1600 crs. by the end of FY24. E. Execution timeline averages between 2.5 - 3 yrs, aiming to maintain an order book at 3x of Annual Topline. Co. is working towards closing the order book at Rs.3000 crs. by FY24 end, current book stands at Rs.2800 crs. F. Mgmt. guides at maintaining an EBITDA Margin of 13.5-13.75% and targets to grow 30% this FY and 20% going forward. Co is also on track to cross Rs.1,000 crs. revenue mark by end of FY24. 📍Also co. has recently met many Analysts & Institutional Investors including Lucky Investment Managers Source : Tweeter Nikhil oswal

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NBCC Consolidated Order Book as on 01.11.2023 stands at Rs.55,300 crs. Co. expects a Turnover of Rs.7,000 crs. in Q3+Q4 FY24, totalling nearly Rs.11,000 crs. for FY24. Expects a Topline of approx. Rs.25,000 crs. and Bottomline of Rs.1,000-1,200 crs. in the next 5 yrs. Note - FY23 Topline - Rs.8750 crs. & Bottomline - Rs.280 crs.

Praj Industries - Business outlook and Guidance ✅ New products: 1. Praj Industries received its first order for low carbon ethanol and is in positive discussions with several other potential cases. 2. The PHS business witnessed strong order bookings, and there is potential for growth in fermentation-based drug production and semiconductor applications. 3. The company's offering in the Genx business includes equipment and modularized plant solutions for hydrogen projects, green ammonia projects, and waste to energy projects. 4. The IOCL JV formation is in progress, with discussions focused on SAF and CBG projects. Specific projects will be determined once the JV is formed. 5. The company is setting up an Integrated Manufacturing Facility for Praj GenX in Mangalore and expects to start manufacturing in the fourth quarter of FY24. 6. The company is setting up a pilot project for bio plastics, with commissioning expected in the last quarter of the financial year. 7. The company expects commercial production to start in the last quarter of the financial year for the Genx facility. Guidance: 1. The company expects improved execution in H2 and a potential expansion of margins. 2. The company expects an improvement in margins due to increased exports and the potential for managing expansion. The exact margin trajectory is uncertain, but there is scope for improvement. 3. The company is well-prepared for heavy execution in H2 and does not anticipate any supply-side issues. 4. The company expects a significant increase in international orders, with a focus on the US and Europe. The US market will contribute to bioenergy and Genx business, while Brazil will also be a contributor. Market opportunities: 1. Low carbon ethanol opportunities in the United States are moving slowly due to awaited clarifications on certain provisions in the Inflation Reduction Act. 2. The US market has shown positive developments, with the company receiving its first order. Further orders are expected once the US government provides clarification, which is anticipated by the end of the quarter. 3. The US market opportunity for low carbon ethanol and SAF is significant, with a goal to achieve three billion gallons per year of SAF production by 2030. The company's unique solution is expected to be effective and sustainable. 4. Brazil is moving towards alternative feedstocks for biofuel production, and the company sees constructive developments in that market. 5. The services business is gaining traction in both domestic and international markets, especially in Brazil. 6. IOCL plant recommissioning for 2G has begun, and positive developments in addressing ecosystem challenges for CBG are expected to drive growth in this business. 7. The energy transition is underway, and Praj Industries' solutions are finding favor in the market, with significant orders in the ETCA segment. 8. The zero liquid discharge and brewery business segments are experiencing healthy enquiry inflow. 9. The company's position in the US market is focused on best-in-class technology rather than low-cost solutions. Order book 1. The order intake during the quarter was Rs. 10.63 billion, with 71% from the domestic market. 2. The order backlog as of September 2023 is at Rs. 39.6 billion, with 74% of domestic orders. 3. Cash in hand as of September 30, 2023, is Rs. 6.87 billion. Source : Tweeter Sabri Security

By 2030, for adding renewable energy, Rs 12 lakh crore will be needed from the NBFC space: IREDA chief Pradip Kumar Das, CMD, IREDA, says “keeping in mind the nuances and intricacies of renewable energy, we have maintained a steady growth. So having a higher name and adding NPA does not sound good. Our NPA has been drastically reduced in the last three years. Our loan book has enhanced more than double in three years what we had in 33 years. And the NPA has been reduced from 7.18 to 1.65. So having just a little bit of compromise on name, that has enabled all these things.” PFC and REC are getting into renewable in a big way now as the future is renewable and we have to look for at least 90% of the energy requirement from renewable and other sources because we have to focus not only on energy development, but also decarbonisation and energy transition. So keeping those three things in mind, till 2030, we envisage another 320 gigawatt of capacity addition in the renewable itself will be there. This will require around Rs 30-32 lakh crores of investment in the country. If you take 75-25 debt equity, it means roughly Rs 24 lakh crore of investment from the debt market is required. If you take 50-50 debt from NBFCs and others, around Rs 12 lakh crore will be needed from the NBFC space in which IREDA, REC, PFC are going to play a very major role

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TPSSL - Current Order Book stands at 4391MW i.e 18700crs. Aims to clock 20k crs. revenue by FY30 (FY23 Revenue - Renewables - 8200crs.)

TATA POWER FUTURE PLAN

CELLO WORLD - Good Guidance - 2QFY24 Concall KTAs | Revenue guidance of 20% YoY rise in 2H and 20%+ CAGR in long term - Brokerage Note # 3Q looking strong due to festive demand # RM price reduction is currently limiting revenue growth # Revenue growth guidance - expects 20% YoY rise in 2H (1H up 9% YoY); 20%+ CAGR is sustainable in the long term # Opalware revenue potential will be Rs 4.5bn after completion of the ongoing capex. # Writing instruments - can double revenue to Rs 5.5bn with small capex

Interesting story of Fevicol Man Of India Peon to Multimillionaire!! Meet the man who built Fevicol into a 12,000 CR business. 1. Balwant Parekh studied law but never wanted to practice it. However, living in Mumbai without a job was getting tough for him. 2. So, Balwant started working in a paper dyeing factory and then as a peon in a wood trader's office. Since he did not have a home, he used to sleep in a factory warehouse with his wife. Balwant had nothing but a big dream - He wanted to do business. 🙌 3. He started importing the product he knew the best - paper dyes from Western nations. Unfortunately, the business could not survive without money. Balwant was jobless once again. 4. Later, Balwant joined a German chemicals company - Fedco. But Fedco went out of business. Balwant was not going down again. He started Parekh Dychem Lite Industries( PD)Lite with his brother to sell chemical speciality products in India. 5. When P.D. Lite was looking for its first product, Balwant saw it like a hawk. Being a wood carpenter, he knew the adhesive used was not very strong. Moreover, it used Animal parts. 6. Balwant saw the massive gap and introduced the first "Vegetarian glue" into India, made 100% with synthetic resins. He decided to merge the name of his previous company - Fedco and Col, meaning Glue in German. Fevicol was born in 1959. 🚀 7. 80% of glue users were Carpenters. So, he directly approached and created a community called "Fevicol Champions Club". The community not only educated carpenters about the product but also created a network where they could learn, grow, and support each other. 8. With carpenters, Fevicol ate the market entirely. Within 20 years, Fevicol had taken up an unbelievable 70% market share. It served 1 of every 2nd carpenter in the country. 🤯 9. By 1993, PD Lite went to IPO on the Bombay Stock Exchange. Everything was going well, but Balwant was not happy. 🤔 10. He wanted Fevicol to be not just a tool for carpenters but for the masses. Fevicol launched the “Dum lagake haisha” ad in 1989, followed by the likes of “Fevicol ka mazboot jod hai, tootega nahi”. Fevicol became a monopoly with a staggering 90% market share. 🤯 11. To add to the flavour, Balwant even changed the Fevicol logo to two elephants joined by the unbreakable bond of Fevicol. Fevicol started coming in 30 gm tubes for customers and became a National symbol for unity and strength. ✅ 12. By 2006, Fevicol was in 71 countries. Balwant also launched successful brands like M-Seal and Dr Fixit. As a result, Balwant's P.D Lite Industries became a 2000 CR + group. 📉 ➡️Today, Pidilite is a 12,000 CR + company. Starting as a peon, Balwant came 45th on Forbes Asia's Richest Indians. Balwant is no more. But he will always be remembered as " The Fevciol Man of India." 🇮🇳

https://youtu.be/rYfxygcY-l0

Action Construction Equipment Q2FY24 Concall: 1. Another quarter of strong performance. That too in the leanest quarter of the year. 2. Performance category wise: * Segment- Growth % YOY- Margins % 2A. Crane - 30%- 15% 2B: Construction Equipment- 100% - 12.72% 2C: Material Handling - 26%- 12.8% 2D: Agriculture- 33%- 4% 3. Demand: 3A: Global economy remains on a grip of slowdown. 3B: Indian economy in buoyant, Public investment remains strong. 3C: Consumption and demand has been subdued especially in the rural side due to subpar monsoons and food inflation. 3D: Green shoots are visible on the the hope of good festive season and agri output, increase in spending manufacturing and private capex. 3E: October demand has been very good. In November, demand slighlty tapers off as folks are busy with festivities and 3-4 days of sales are lost in this. 3F: December might top up the quarter. Management: "Quarter 3, definitely it is going to be reasonably bigger and better as compared to quarter 2 with the type of orders that we have in hand and the execution that is happening." 4: CAPEX: 4A: 75% of the brown field capex for this year is done. It should be fully operational in Q4. 4B: These new facilities are partially operational in Q3. 4C: This new manufacturing facility will help in producing high capacity slow cranes that is truck cranes, crawler cranes, and rough terrain cranes will increase capacity by 4-5X. 4D: Forklift and tower crane are being produced in the same plant now. This new plant will unlock capacity for these two by 40 and 50% respectively. 4E: At full utilization, this new capacity will help co achieve topline of 4000 Cr. 5. Inventory increased on the account of festive season. Sales increase in Oct and Nov. Co is keeping inventory to address the demand. 6. Liebherr, a European co has set up a new plant in India, which is #2 in terms of cranes. They have been in India for 15-20 years. In terms of tech, ACE is in par with it and are #1 in tower cranes. So many competitors have come in the past European, Japanese etc. Not a threat anymore in terms of technology. 7. ACE is working on evolving 2 specific models of backhoe loaders and machine called telehandler, which is not sold in India, only for the export market. 8. 55-60% of the biz happens in H2 On changing emission norms: 9. Construction Equipments emission norms ie BS 5 to kick in from April 1st. Since time isn't sufficient for these changes, Co along w association spoke to ministry to get it deferred by 6-8 months. 10. 50HP and less , small engine are moving from BS3 to BS5, so price hike in the range of 5- 10% 11. More than 50HP are moving from BS4 to BS5, so price hike of 5%. 12. Central Motor Vehicle (CMV) rules are causing hinderance in selling Electric cranes. It should be finalised by this quarter. Without that registration can't be done for vehicles. If registration is not done, can't sell the vehicles. 13. Co should be able to produce it in Q4, could get delayed by another quarter too. 14. Co is developing and getting repeat order from defence on a regular basis too. Outlook: 15. Revised guidance for Crane Segment to grow by atleast 25%. Earlier guidance was 18-20% 16. Upholding the previous guidance of 50% in construction segment. 15-20% in material handling and agri segment 17. Overall topline to grow excess of 25% and expansion in margins from current level of 15%. 18. Co hopes to revise the guidance again in third quarter depending on below factors. (point 20) 19. Intact w the plan of doubling the revenue in 3 years as of now. FY24 revenue to double in FY27. Again, depends on elections and the current Govt. 20. The over all macro conditions, coming elections and high base effect are a bit of concern.

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Bangladesh is one of the largest playerfor Export annual export is around $55 billion in annual export

This directly get benefit to Indian company

BANGLADESH WORKERS PROTEST 150 FACTORY SHUT

June 2023 article

EXPORTS AS % OF TOTAL REVENUE Textile Companies Welspun India 94% Trident 59% Indo Count Industries 93% Himatsingka 96%

FII increasingtheir shareholding last quarter