5. Debt-Equity Ratio 

📮 What if your prospective investment target is borrowing too much? This can reduce the safety margins behind what it owes, jack up its fixed charges, reduce earnings available for dividends for folks like you and even cause a financial crisis. 📚

6. Return on Equity (ROE)

📮 Common shareholders want to know how profitable their capital is in the businesses they invest it in. Return on equity is calculated by taking the firm's net earnings (after taxes), subtracting preferred dividends, and dividing the result by common equity dollars in the company. 📚

PNC Infratech Ltd 400-428
Expected level 500
Support 349

Transformers & rectifiers ltd Key metrics

⚡️Market Cap : ₹ 8,896 Cr.
⚡️Current Price : ₹ 623
⚡️Stock P/E : 201
⚡️ROCE : 14.8 %
⚡️ROE : 9.33 %
⚡️Debt to equity : 0.46
⚡️Sales growth 3Years: 20.3 %
⚡️Profit Var 3Yrs : 83.6 %

The largest facility is located in Moraiya, near Ahmedabad

The Odhav plant has a manufacturing capacity of 1200 MVA per annum

Voltamp transformers ltd Key metrics

⚡️Market Cap : ₹ 10,510 Cr.
⚡️Current Price : ₹ 10,358
⚡️Stock P/E : 34.2
⚡️ROCE : 32.5 %
⚡️ROE : 25.0 %
⚡️Debt to equity : 0.00
⚡️Sales growth 3Years : 32.7 %
⚡️Profit Var 3Yrs : 49.8 %

The first plant is located at Makarpura and manufactures power transformers.

The second plant is located at Village Vadadla, Ta. Savli, Dist and manufactures distribution and dry type transformers.

Indotech transformers ltd Key metrics

⚡️Market Cap : ₹ 1,505 Cr.
⚡️Current Price : ₹ 1,426
⚡️Stock P/E : 37.1
⚡️ROCE : 20.8 %
⚡️ROE : 16.3 %
⚡️Debt to equity : 0.03
⚡️Sales growth 3Years : 21.8%
⚡️Profit Var 3Yrs : 137%

📊 5 Low PE stock where Promoter Increased their shareholding in Last few Months. It means promoter is bullish on the business 📊

1️⃣ Refrex Industries
PE 14.6
Promoter Bought in August

2️⃣ Man Infraconstruction
PE 25
Promoter Bought in March

3️⃣ Som Distilleries
PE 27
Promoter Bought in March

4️⃣ Ramkrishna Forgings
PE 37
Promoter Bought in March

5️⃣ Kilburn Engineering
PE 36
Promoter Bought in March

#PFC Excellent Growth Story

Market Cap: ₹ 1,44,892 Cr.
Stock P/E: 7.33
PEG Ratio: 0.50
Book Value: ₹ 306
Price to book : 1.43
Dividend Yield: 2.48 %
ROCE: 9.85 %
ROE: 21.3 %
Mcap/Sales: 1.59
Profit growth 5 Yrs: 14.8 %
Sales growth 5 Yrs: 11.0 %

🚨 US President, Joe Biden Imposes New Tariffs on China to Assert Dominance in Key Industries:

💰 50% Tariff on Semiconductors
💰 100% Tariff on EVs
💰 50% Tariff on Solar Panels

✨15 Indian Companies that might Benefit from these Tariffs

🔶 Solex Energy Ltd
🔶 Insolation Energy Ltd
🔶 Urja Global Ltd
🔶 Websol Energy System Ltd
🔶 Borosil Renewables Ltd
🔶 Sona BLW Precision Forgings Ltd
🔶 Exide Industries Ltd
🔶 Amara Raja Energy & Mobility Ltd
🔶HBL Power Systems Ltd
🔶 Graphite India Ltd
🔶 Gabriel India Ltd
🔶 Kabra Extrusion Technik Ltd
🔶 Moschip Technologies Ltd
🔶 RIR Power Electronics Ltd
🔶 Spel Semiconductor Ltd

India’s Top Ten Solar Module Manufacturers.

1. Warree Energies is leading the chart with 12000 MW installed capacity.

2. Adani Solar and Renew Power - 4000 MW

3. Vikram Solar - 3500 MW

4. Goldi Solar - 3329 MW

5. First Solar - 3200 MW

6. Emmvee Group - 2933 MW

7. Premier Energies & Rayzon Solar - 2300 MW

8. Renewsys India - 1700 Mw

9. Solex - 1471 MW

10. Kosol - 1150 MW

Information only #

📊 5 low PE, High-Profit Growth Companies 📊

All have Mcap <~ 10000 Cr & Non SME

1️⃣ Ceinsys Tech Ltd (PE 21 & PAT Growth 50%)
2️⃣ WS industries (PE 27.4 & PAT Growth 50%)
3️⃣ Maharashtra Seamless (PE 10 & PAT Growth 44%)
4️⃣ Jindal Saw (PE 13.1 & PAT Growth 250 %)
5️⃣ Balu Forge Industries (PE 36 & PAT Growth 107 %)

📊 Top Dividend Stocks to Consider for 2024 and Beyond 📊

📮 Dividend investing is a popular strategy that many investors find lucrative. However, is it a good strategy to rely on in the long run? Let's try to understand that today.

📮 Instead of receiving a lump sum cash, in dividend investing you receive portions of the same cash flow with a higher opportunity cost.

1️⃣ ITC
2️⃣ TCS
3️⃣ HUL
4️⃣ Infosys
5️⃣ Bajaj Finance

📮 These stocks often offer stability and consistent income through dividend payments, which can be particularly attractive for those seeking regular returns or looking to supplement their investment portfolio with income.

📮 Additionally, these companies typically have established track records, solid financials, and may be less volatile compared to their peers.

India top solar module manufacturing company

1.TATA Power - 14 GW
2.Adani solar - 10 GW
3.servotech :- 11GW
4.Waaree engine-12 GW
5.Vikram solar -3.5 GW
6.Goldi solar:- 2.5 GW
7.satvik green energy:- 1.2 GW
8.Renew sys ;-2.75 GW
9.Loom solar :-100 MW

1000MW = 1GW

Wardwizard Innovations & Mobility currently has a network comprising 750+ dealers-super dealers spread across 50+ cities in 19 states and Union Territories. The co., jointly with its Promoters & Promoters’ Group, has acquired 4 Mn sq. ft. of land to develop India’s first-ever EV ancillary cluster near the newly inaugurated global headquarters in Vadodara. About 20 major EV parts/ components will be manufactured in the Wardwizard EV ancillary cluster. The company has started its battery assembly line with a capacity of 1 gigahertz per year, and it has signed an MoU with Singapore-based Sunkonnect for R&D and identification of potential partners as well as to develop the roadmap to set up the 1 gigahertz self-production plant at Wardwizard electric vehicle ancillary cluster in Vadodara.

🌠IndiaMART InterMESH Study


IndiaMART InterMESH (IndiaMART) is India’s largest online B2B product and services platform, set to sustain strong growth momentum as businesses are increasingly leveraging online channels for efficient procurement. A large and growing number of buyers and suppliers on the platform are driving up business enquiries, further increasing its attractiveness. The platform is unique as it enables two-way interactions—suppliers can post their listings and buyers too can post their request for quotations (RFQs). This helps IndiaMART generate high-quality leads for suppliers and gauge supplier behaviour, particularly their responsiveness. While the portal is free for buyers, it charges suppliers for premium listing of supplier storefronts and access to buyer RFQs. Over the years, it has widened listings to 95,000+ product categories spanning 7.5 million supplier storefronts and delivers 88 million unique business enquiries from 170 million registered buyers. The company has successfully acquired 100% ownership of Busy infotech in April 2022 for ₹500 cr. Busy is one of the largest accounting software companies in India. It was incorporated in 1997 and has a pan - Indian presence. It had revenues of ₹42.4 cr and a profit after tax of ₹11 cr in FY21. Apart from this, the company has also made few more acquisitions: (1) 26% stake for ₹104 cr in IB MonotaRO Private Limited, an ecommerce platform for business supplies (2) 16.5% stake for ₹91 cr in Fleetx Technologies Private Limited, a freight and fleet management software helping fleet operators and businesses digitize logistics operations through IoT based analytics services (3) 51% stake for ₹46 cr in Finlite Technologies Private Limited, which offers digital integration with mobile-based applications, analytical tools, and APIs for integration with ecommerce platforms over existing on-premise accounting software.

While most suppliers on their platform are registered for free, the company generate revenues by offering paid subscription packages to 2,03,000 suppliers i.e., less than 3% of their overall suppliers listed on the platform. Most of the subscription paying suppliers first subscribe to a Silver subscription package, and then subsequently upgraded to a higher value package and premium subscription of Gold & Platinum. All their subscription packages are offered on an annual or multi-year basis. Only the Silver package is offered on a monthly subscription. The subscription fees is collected upfront in advance, irrespective of the duration of their package. Higher tier packages provide better visibility and more RFQs to suppliers, leading to an increased number of business enquiries for them. Upgrades to premium subscription packages improve the ARPU (Average Revenue Per User) of their overall business which is ₹46,000 in FY23.

#SALES #GROWTH

In FY23, the revenue grew by ~30.8% YoY and stood at ₹985.4 cr. The growth was a combination of increase in the paying subscriber by 20% YoY to 2,03,000 and an improvement in ARPU (Annualized Revenue per Paying Subscriber) by 4.5% YoY to ₹46,000. Busy reported a strong growth in revenue by 22% YoY to ₹43 cr in FY23. It sold ~30,000 licenses during the year. In 9M FY24, the revenue grew by ~23.1% YoY to ₹882 cr. The growth was a combination of increase in the paying subscriber by 9% YoY to 2,12,000 v/s 1,94,000 and an improvement in ARPU (Annualized Revenue per Paying Subscriber) by 12.5% YoY to ₹55,100 v/s ₹49,000. Busy reported a strong growth in revenue by 33.8% YoY to ₹42.4 cr. It sold ~23,000 licenses during 9M FY24.

5 Year CAGR: 19.1%

#EBITDA #GROWTH

In FY23, EBITDA stood at ₹268 cr, a de-growth of 13% YoY. In 9M FY24, EBITDA stood at ₹243 cr, recording a growth of 20.6% YoY. The company continued making growth investments in manpower, product & technology, sales & servicing resulting into growth in revenue and paying subscription suppliers.

#NETPROFIT #GROWTH

In FY23, PAT increased by ~3.8% YoY and stood at ₹322 cr. However, adjusting for the loss in share of associates the net profit de-grew by 4.6% to ₹284 cr. During the year, the other income had a one-time gain of ₹67 cr on account of the sale of investments made in ProcMart. In 9M FY24, PAT stood at ₹265 cr. However, adjusting for the loss in share of associates the net profit grew by 3% to ₹235 cr. Other income decreased by 11% YoY, as there was one time gain on account of sale of investment in 9M FY23.

5 Year CAGR: 38.9%

#EBITDA #MARGIN

In FY23, EBITDA margin was ~27.2%, a sharp contraction on a YoY basis. The EBITDA margins in 9M FY24 stood at 27.6%, aided by increased manpower cost and other investments towards growth in business.

#NETPROFIT #MARGIN

In FY23, this metric contracted and stood at ~32.7%. The PAT margins in 9M FY24 stood at ~26.6% (v/s 31.8% in 9M FY23).