Stocks Shifted to T Group
Reliance Infra
Reliance Power
PC Jewellers
Aarti Surfactants
Epack Durable
HCL Info
Motisons Jewellers
Optimus Infra
Panacea Biotech
Sequent Scientific
Zaggle Prepaid
Zee Media
Zenotech Lab
Stocks out from T Group
Atul Auto
Black Box
BPL
Dredging Corp
Exicom
IFB Agro
Moschip
Prime Focus
Wockhard
Websol Energy
Reliance Infra
Reliance Power
PC Jewellers
Aarti Surfactants
Epack Durable
HCL Info
Motisons Jewellers
Optimus Infra
Panacea Biotech
Sequent Scientific
Zaggle Prepaid
Zee Media
Zenotech Lab
Stocks out from T Group
Atul Auto
Black Box
BPL
Dredging Corp
Exicom
IFB Agro
Moschip
Prime Focus
Wockhard
Websol Energy
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๐ฅPRIVI SPECIALITY CHEMICALS LIMITED COMPANY DETAILS
Prigiv Specialities Private Limited (Prigiv), a Joint Venture company of Privi Speciality Chemicals Limited, (Privi) a leading aroma chemicals manufacturer from lndia and Givaudan SA, (Givaudan) a world leading multinational company in the Fragrance, Beauty, Taste and Wellbeing industry, today announced that it has commenced operations at its greenfield facitity in Mahad in the state of Maharashtra.
This greenfield facility is a state-of-the-art manufacturing unit, custom-built to produce small volume fragrance ingredients of medium to high complexity exclusively for Givaudan. The total capital expenditure incurred for this project is approximately Rs.178 crore, funded through equity contributions from both partners and loan financing from Givaudan. Privi holds 51% equity stake in the joint venture with Givaudan holding the remaining 49%. The JV initially targets to manufacture a broad portfolio of value added products with a progressive ramp up in activities over the next two to three years. The Commercialization of operations further solidifies the partnership between the two companies, who have had a long-standing relationship.
The joint venture's infrastructure has also been expanded with an additional 5-acre area, adjacent to the existing 4-acre site, laying the foundation for significant future growth.
Prigiv Specialities Private Limited (Prigiv), a Joint Venture company of Privi Speciality Chemicals Limited, (Privi) a leading aroma chemicals manufacturer from lndia and Givaudan SA, (Givaudan) a world leading multinational company in the Fragrance, Beauty, Taste and Wellbeing industry, today announced that it has commenced operations at its greenfield facitity in Mahad in the state of Maharashtra.
This greenfield facility is a state-of-the-art manufacturing unit, custom-built to produce small volume fragrance ingredients of medium to high complexity exclusively for Givaudan. The total capital expenditure incurred for this project is approximately Rs.178 crore, funded through equity contributions from both partners and loan financing from Givaudan. Privi holds 51% equity stake in the joint venture with Givaudan holding the remaining 49%. The JV initially targets to manufacture a broad portfolio of value added products with a progressive ramp up in activities over the next two to three years. The Commercialization of operations further solidifies the partnership between the two companies, who have had a long-standing relationship.
The joint venture's infrastructure has also been expanded with an additional 5-acre area, adjacent to the existing 4-acre site, laying the foundation for significant future growth.
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PRIVI SPECIALITY CHEMICALS 1380-1480
Expected level 1800
Support 1200
Expected level 1800
Support 1200
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Thermax
Thermax Ltd. is prepared for large-scale capex to set up a solid oxide electrolysers manufacturing unit in India, the companyโs Chief Executive Officer Ashish Bhandari said.
Recently, the Indian multinational engineering conglomerate announced a partnership with UK-based Ceres Power Ltd. for green hydrogen production with large-scale solid oxide electrolysis cell manufacturing in India.
The two companies have entered into an agreement for Thermax to manufacture, sell and service stack array modules based on Ceres' advanced solid oxide electrolysis cell technology.
Thermax also plans to establish a manufacturing facility for the electrolysers, develop the supply chain, and localise critical components over the next two years.
โThe investment (towards indigenisation of the project) will change depending on the success that we get at each stage but we are prepared for hundreds of crores of investments on setting up full-scale manufacturing capability for solid oxide electrolysers,โ Bhandari told NDTV Profit.
The Thermax CEO said that hydrogen as a technology for the future will be important for Indiaโs many hard-to-abate industries like steel, refining, petrochemicals, and fertilisers
โI think solid-oxide technology for electrolysis is a key tech that can make this change happen faster,โ he said.
The company is focusing more on green technology, which is reflected in the breakup of its Rs 10,500-crore order book, Bhandari noted.
โRight now, we are running about 70% of what we call as green (energy) and 30% of traditional fossil fuel,โ the top executive said.
With the new opportunities towards green transition, Bhandari said that he expected the margins of the company to improve.
Thermax Ltd. is prepared for large-scale capex to set up a solid oxide electrolysers manufacturing unit in India, the companyโs Chief Executive Officer Ashish Bhandari said.
Recently, the Indian multinational engineering conglomerate announced a partnership with UK-based Ceres Power Ltd. for green hydrogen production with large-scale solid oxide electrolysis cell manufacturing in India.
The two companies have entered into an agreement for Thermax to manufacture, sell and service stack array modules based on Ceres' advanced solid oxide electrolysis cell technology.
Thermax also plans to establish a manufacturing facility for the electrolysers, develop the supply chain, and localise critical components over the next two years.
โThe investment (towards indigenisation of the project) will change depending on the success that we get at each stage but we are prepared for hundreds of crores of investments on setting up full-scale manufacturing capability for solid oxide electrolysers,โ Bhandari told NDTV Profit.
The Thermax CEO said that hydrogen as a technology for the future will be important for Indiaโs many hard-to-abate industries like steel, refining, petrochemicals, and fertilisers
โI think solid-oxide technology for electrolysis is a key tech that can make this change happen faster,โ he said.
The company is focusing more on green technology, which is reflected in the breakup of its Rs 10,500-crore order book, Bhandari noted.
โRight now, we are running about 70% of what we call as green (energy) and 30% of traditional fossil fuel,โ the top executive said.
With the new opportunities towards green transition, Bhandari said that he expected the margins of the company to improve.
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๐ Leading Solar Module Manufacturers ๐
1โฃ Adani Enterprises
1 Year Return: 34%
2โฃ Premier Energies
1 Year Return: 35%
3โฃ Tata Power
1 Year Return: 84%
4โฃ Solex Energy
1 Year Return: 234%
5โฃ Websol Energy System
1 Year Return: 620%
1โฃ Adani Enterprises
1 Year Return: 34%
2โฃ Premier Energies
1 Year Return: 35%
3โฃ Tata Power
1 Year Return: 84%
4โฃ Solex Energy
1 Year Return: 234%
5โฃ Websol Energy System
1 Year Return: 620%
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EPL Limited Company details
EPL Limited formerly known as Essel Propack Limited is the largest specialty packaging global company, manufacturing laminated plastic tubes catering to the Beauty & Cosmetics, Pharma & Health, Food, Oral and Home.
The company was acquired by the Blackstone group on Aug โ 2019 from the Essel group of companies. The Blackstone Group is one of the leading investment firms in the world with an AUM of around USD 511 billion across sectors like private equity, real estate, hedge fund solutions and credit businesses. The Group also has an exposure in the packaging industry through acquisition of varied companies such as the USA based Graham Packaging, Owens-Illinois Inc, Ohio and China based packaging firm ShyaHsin.
EPL functions in 11 countries through 21 facilities employing 3500+ people.
EPL Limited formerly known as Essel Propack Limited is the largest specialty packaging global company, manufacturing laminated plastic tubes catering to the Beauty & Cosmetics, Pharma & Health, Food, Oral and Home.
The company was acquired by the Blackstone group on Aug โ 2019 from the Essel group of companies. The Blackstone Group is one of the leading investment firms in the world with an AUM of around USD 511 billion across sectors like private equity, real estate, hedge fund solutions and credit businesses. The Group also has an exposure in the packaging industry through acquisition of varied companies such as the USA based Graham Packaging, Owens-Illinois Inc, Ohio and China based packaging firm ShyaHsin.
EPL functions in 11 countries through 21 facilities employing 3500+ people.
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Global Footprints
The company is the world's largest global specialty packaging company with annual capacity of ~8 billion Tubes with manufacturing units operating across USA, Mexico, Colombia, Brazil, Poland, Germany, Egypt, China, Philippines and India.
Category wise - Revenue Bifurcation FY24
Oral Care - 53%
Beauty & Cosmetics - 34%
Pharma - 10%
Home & Industrial - 4%
Geographical Revenue Bifurcation -F24
A) Europe - 21% of Revenue, 2 Plants
B) America - 23% of Revenue, 4 Plants
C) AMESA - 34% of Revenue, 9 Plants
D) EAP - 22% of Revenue, 6 Plants
The company is the world's largest global specialty packaging company with annual capacity of ~8 billion Tubes with manufacturing units operating across USA, Mexico, Colombia, Brazil, Poland, Germany, Egypt, China, Philippines and India.
Category wise - Revenue Bifurcation FY24
Oral Care - 53%
Beauty & Cosmetics - 34%
Pharma - 10%
Home & Industrial - 4%
Geographical Revenue Bifurcation -F24
A) Europe - 21% of Revenue, 2 Plants
B) America - 23% of Revenue, 4 Plants
C) AMESA - 34% of Revenue, 9 Plants
D) EAP - 22% of Revenue, 6 Plants
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Company Operational
EPL manufactures plastic laminate sheets in India and China, and supplies them to other plants which are then converted into tubes, printed, and capped before being sold. EPL is expanding its in-house production of caps and closures to further integrate operations.
It has multi-national and Indian clients such as P&G, Colgate, Unilever, GSK, Reckitt Benckiser, Johnson & Johnson, Dabur, Emami, Himalaya, Patanjali, etc. Its relationship with its customers has helped to maintain its market share and to face the competition from unorganized players
EPL manufactures plastic laminate sheets in India and China, and supplies them to other plants which are then converted into tubes, printed, and capped before being sold. EPL is expanding its in-house production of caps and closures to further integrate operations.
It has multi-national and Indian clients such as P&G, Colgate, Unilever, GSK, Reckitt Benckiser, Johnson & Johnson, Dabur, Emami, Himalaya, Patanjali, etc. Its relationship with its customers has helped to maintain its market share and to face the competition from unorganized players
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Subsidiaries
The Company operates in 10 other countries, besides India, through direct and step-down subsidiaries and one associate. They are divided into 4 regions โ AMESA, EAP, EUROPE, and AMERICAS. The Company acquired 73% equity shares in Creative Stylo Packs Private Limited (CSPL) and accordingly, CSPL became a subsidiary of the company on 1 February 2021. [6]
The Company operates in 10 other countries, besides India, through direct and step-down subsidiaries and one associate. They are divided into 4 regions โ AMESA, EAP, EUROPE, and AMERICAS. The Company acquired 73% equity shares in Creative Stylo Packs Private Limited (CSPL) and accordingly, CSPL became a subsidiary of the company on 1 February 2021. [6]
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EPL Limited 220-265
Expected level 300
Support 210
Expected level 300
Support 210
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Top Futuristic Multibagger Themes
๐บ Manufacturing
๐ค AI
๐ Data Centre
๐ Water
โป๏ธ Recycling
โ๏ธ Green Energy
๐ EV
๐ผTransmission
๐๏ธ Infrastructure
๐ช Defence
๐ Railway
โ๏ธ Tourism
๐ฅ Healthcare
๐ต E Commerce
๐บ Manufacturing
๐ค AI
๐ Data Centre
๐ Water
โป๏ธ Recycling
โ๏ธ Green Energy
๐ EV
๐ผTransmission
๐๏ธ Infrastructure
๐ช Defence
๐ Railway
โ๏ธ Tourism
๐ฅ Healthcare
๐ต E Commerce
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Stocks Related to EServices may be long term Multibaggers
1.BSE
2.CDSL
3. KFIN TECHNOLOGIES
4. Protean e governments
1.BSE
2.CDSL
3. KFIN TECHNOLOGIES
4. Protean e governments
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Parag Milk Foods195-232
Expected level 300
Support 178
Expected level 300
Support 178
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Stocks to buy with a potential upside of 32%.
1โฃ Transport Corporation of India.
Target Price: โน1,290
Upside: 20%
Recommendation by: Motilal Oswal
2โฃ JSW Infrastructure Ltd.
Target Price: โน410
Upside: 23%
Recommendation by: Motilal Oswal
3โฃ TCI Express Ltd.
Target Price: โน1,370
Upside: 28%
Recommendation by: Motilal Oswal
4โฃ Adani Ports and Sez Ltd.
Target Price: โน1,880
Upside: 32%
Recommendation by: Motilal Oswal
1โฃ Transport Corporation of India.
Target Price: โน1,290
Upside: 20%
Recommendation by: Motilal Oswal
2โฃ JSW Infrastructure Ltd.
Target Price: โน410
Upside: 23%
Recommendation by: Motilal Oswal
3โฃ TCI Express Ltd.
Target Price: โน1,370
Upside: 28%
Recommendation by: Motilal Oswal
4โฃ Adani Ports and Sez Ltd.
Target Price: โน1,880
Upside: 32%
Recommendation by: Motilal Oswal
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35 Companies with consistently increasing quarterly EPS growth over the past five quarters, from June 2023 to June 2024.
โ Zomato
โ Shakti Pumps
โ Igarashi Motors
โ Inox Wind
โ GE T&D
โ Frontier Springs
โ Pondy Oxide
โ Granules India
โ Epigral
โ Subros
โ HPL Electric
โ Just Dial
โ Garware Hi-Tech Films
โ Skipper
โ Aarti Industries
โ ITD Cementation
โ Apollo Hospitals
โ Nuvama Wealth Management
โ Vardhman Textiles
โ Anant Raj
โ Motila OFS
โ Patel Airtemp
โ Venus Pipes
โ KPIT Technologies
โ CAMS
โ Sun Pharma
โ Five-Star Busses Finance
โ Triveni Turbine
โ Torrent Pharma
โ Caplin Point
โ CCL Products
โ Bajaj Finance
โ ICICI Bank
โ First Source Solution
โ Cholamandalam Financial Holdings
โ Zomato
โ Shakti Pumps
โ Igarashi Motors
โ Inox Wind
โ GE T&D
โ Frontier Springs
โ Pondy Oxide
โ Granules India
โ Epigral
โ Subros
โ HPL Electric
โ Just Dial
โ Garware Hi-Tech Films
โ Skipper
โ Aarti Industries
โ ITD Cementation
โ Apollo Hospitals
โ Nuvama Wealth Management
โ Vardhman Textiles
โ Anant Raj
โ Motila OFS
โ Patel Airtemp
โ Venus Pipes
โ KPIT Technologies
โ CAMS
โ Sun Pharma
โ Five-Star Busses Finance
โ Triveni Turbine
โ Torrent Pharma
โ Caplin Point
โ CCL Products
โ Bajaj Finance
โ ICICI Bank
โ First Source Solution
โ Cholamandalam Financial Holdings
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