Top performing PSU stocks under Modi 2.0 Government

1⃣Hindustan Aeronautics
CMP: ₹4,963.45
5 Years Returns: 1,362.42%

2⃣Rail Vikas Nigam
CMP: ₹367.65
5 Years Returns: 1,336.13%

3⃣Garden Reach Shipbuilders & Engineers
CMP: ₹1,397.35
5 Years Returns: 1,071.78%

4⃣Cochin Shipyard
CMP: ₹1,771.50
5 Years Returns: 858.34%

5⃣Hindustan Copper
CMP: ₹377.25
5 Years Returns: 797.15%

6⃣Bharat Dynamics
CMP: ₹2,746.80
5 Years Returns: 790.08%

🌍🌏Companies involved in Manufacture Spacetech Equipment in India 🌏🌏

In a triumphant moment for Indian space exploration in 2023, ISRO's Chandrayaan-3 mission successfully delivered the Vikram lander and Pragyan rover to the Moon's south pole.

📮 This accomplishment not only brings immense pride to India but also marks a significant milestone in the nation's spacefaring ambitions.

1️⃣ Avantel
2️⃣ Data Patterns
3️⃣ Larsen & Toubro
4️⃣ MTAR Technologies
5️⃣ Mishra Dhatu Nigam
6️⃣ BHEL
7️⃣ HAL

📮 Moving forward, the Indian government's decision to allow 100% investment under the automatic route for manufacturing components, systems, and sub-systems for satellites, along with the facilitation of FDI in various aspects of the space sector, signifies a significant step towards fostering growth and innovation in the industry.

NMDC Ltd:
It is involved in exploring and producing iron ore and diamonds, manufacturing and selling sponge iron, and generating and selling wind power.

🔹M Cap: ₹81,984 Cr
🔹P/E: 14.2
🔹CMP: ₹280
🔹3 Years Sales Growth: 15%
🔹1 Year Return: 162%

⚡️NTPC Ltd

It is primarily involved in the generation and sale of bulk power to State Power Utilities.

🔹M Cap: ₹3,54,898 Cr
🔹P/E: 18.2
🔹CMP: ₹366
🔹3 Years Sales Growth: 17.2%
🔹1 Year Return: 111%

Good morning

🌠REC Ltd

Involved in financing projects in the complete power sector value chain from generation to distribution.

🔹M Cap: ₹1,43,313 Cr
🔹P/E: 10.1
🔹CMP: ₹544
🔹3 Years Sales Growth: 10.1%
🔹1 Year Return: 319%

Supreme Industries Limited breakout on monthly chart with flag pattern

Supreme Industries5200-5600
Expected level 7100
Support 4644

📊 Top PSU Shares in India 2024 📊

🔸 NMDC
🔸 Mazagaon Dock Shipbuilders
🔸 Engineers India
🔸 SBI
🔸 Bharat Electronics
🔸 ONGC
🔸 Coal India
🔸 IREDA
🔸 RITES
🔸 RVNL
🔸 Power Finance Corporation

#Learning

What is ASM?

ASM LT Stage 1 refers to a regulatory measure used by stock exchanges to monitor and manage trading activities. Here's a breakdown of the term:

ASM: Additional Surveillance Measure

LT: Long Term

Stage 1: The first level or stage of monitoring

ASM LT Stage 1 specifically refers to the initial stage of long-term additional surveillance measures imposed by the stock exchange.

These measures are put in place to ensure market integrity and to safeguard the interests of investors.

Stocks that are placed under ASM are subject to enhanced scrutiny due to factors like unusual price movements, volatility, or other concerns that may pose risks to investors.

Typical measures under ASM LT Stage 1

When a stock is placed under ASM LT Stage 1, the following measures may be implemented:

Increased Margins: Higher margins may be required for trading the stock.

Trade-to-Trade Settlement: All trades must be settled on a trade-to-trade basis, meaning no intraday trading is allowed.

Price Band Changes: There may be tighter price bands to limit the daily price movement of the stock.

Time frame Securities which have completed 90 trading days in the long-term ASM shall be liable to exit the list. Also, the stage review shall be done weekly

🌞Top 6 Solar Pump Stocks in India🌞

🌲 In recent years, the demand for pumps has increased across all market segments.

🌲 The government's focus on irrigation, sanitation, drinking water supply, and urban housing projects are the key factors driving the demand for pumps.

1️⃣ Shakti Pumps

2️⃣ Kirloskar Brothers Ltd

3️⃣ KSB Ltd

4️⃣ WPIL

5️⃣ Latteys Industries

6️⃣ Aqua Pumps

🏥Apollo Hospital Enterprise Ltd

Apollo Hospital Enterprise Ltd is one of the leading integrated healthcare service providers in Asia. It has a presence in hospital, pharmaceutical, primary care & diagnostic clinics. It also has telemedicine units across 10 countries, health insurance services, global projects consultancy, colleges of nursing and hospital management and a research foundation, epidemiological studies, stem cell & genetic research. The healthcare has 73 hospitals, with total bed capacity of 10,103 beds as on 31st December 2023. Of these, 45 hospitals are owned including subsidiaries, JVs, and associates, and 6 are managed hospitals. It also has 22 ambulatory care & birthing centers. Besides its hospital-based pharmacies, AHEL runs pharmacy operations under 'Apollo Pharmacy' through a retail pharmacy chain of 5,790 outlets. Apollo Healthcare and .ifestyle (AHLL) subsidiary covers the retail healthcare business of the Apollo group, comprising Apollo Clinics, Apollo Sugar, White Dental, Apollo Day Surgery centres and Apollo Cradle.

#SALES #GROWTH

In FY23, revenue was ₹16,612 cr, a growth of 13% YoY. ARPOB for the period was ₹51,668, up by 14% YoY with an increase in patient volumes by 18% YoY. In 9M FY24, revenue was ₹14,116 cr, up by 15% YoY. Revenue growth was seen across all the segments, The blended ARPOB for the period was ₹56,823 up by 10% YoY with an increase in-patient volumes by 5% YoY. ARPOB growth was aided bv an increased

Going forward, better case mix, higher contribution from international patients and optimum occupancy IS likely to drive the topline growth. Over the next few years, it is looking to improve occupancy to 70%- 72%, from the current levels of 65% in 9M FY24. On retail health, its specific focus is on primary care in diagnostics and expect the division to generate revenue of ₹500 cr by FY24 and achieve topline of ₹1,000 cr over the next 3 years.

5 Year CAGR: 15.0%

#EBITDA #GROWTH

In FY23, EBITDA was ₹2,050 cr, a decline of 6% YoY.In 9M FY24, EBITDA was ₹1,751 cr, a growth of 12% YOY. The company remains focused on expanding and investing aggressively in its digital platform, thereby restricting the operational performance, in the near term.

5 Year CAGR: 20.9%

#PAT #GROWTH

In FY23, PAT was ₹888 cr, a decline of 19% YoY. This was due to exceptional gain of ₹294 cr in Q1 FY22. PAT growth was also impacted by lower operating profit.In 9M FY24, PAT was ₹668 cr, a decline of10% YoY. Profit during the period was impacted mainly due to higher finance and tax costs. the pick up in primary and secondary patient care, elective surgeries, addition of laboratories & collection centers in the diagnostic business coupled with focus on private label sales is likely to drive earnings growth.

#EBITDA #MARGIN

In FY23, EBITDA margin was 12.34%, a contraction of a 256 bps YoY. In 9M FY24, EBITDA margin was 12.4%, a contraction of 28 bps YoY. The margin was impacted due to the reduced share of elective and surgical revenue in the revenue mix due to the holiday and festive season, as well as investments in clinical talent, which is yet to be fully optimized.further increasing occupancy rate, payor mix, case mix and cost optimisation efforts are likely to aid in margin growth. However, this may be partially offset by the increased investment in Apollo 24/7 coupled with non cash expense arising out of ESOP charge which will continue for the next three years.

#PAT #MARGIN

In FY23, PAT margin was 5.34%, a contraction of 217 bps YoY due to exceptional gain in base year.In 9M FY24, PAT margin was 4.73%, a contraction of 133 bps YoY.

#ROCE

In FY23, ROCE was 17.78%. The moderation in operating profitability had a bearing on the metric.

#ROE

Apolo Hospitals Enterprise Ltd. ROE was 15.16%. This moderation can be attributed to a higher base from the previous year, which was supported by exceptional gain of ₹294 cr

#DEBT #TO #EQUITY

Recently the debt to equity ratio was 0.44x.As on 30th September 2023, total debt stood at ₹3,010 cr. Out of which, long term debt stood at ₹2,016 cr.