๐ Sector: Railways & its Proxies
๐ The Order Book status of 15 companies in the railways and its proxy sector.
๐ถ Rail Vikas Nigam Ltd:
๐นOrder Book: โน85,000Crore (as on Mar 31, 2024)
๐ถ Ircon International Ltd:
๐นOrder Book: โน27,208 Crore (as on Mar 31, 2024)
๐ถ Titagarh Rail Systems Ltd:
๐นOrder Book: โน 14,750Crore (as on Mar 31, 2024)
๐ถ Rites Ltd:
๐นOrder Book: โน 5,690 Crore (as on Mar 31, 2024)
๐ถ Railtel Corporation of India Ltd:
๐นOrder Book: โน4700 Crore (as on Mar 31, 2024)
๐ถ Jupiter Wagons Ltd:
๐นOrder Book: โน 7,10,166 lakh (as on Mar 31, 2024)
๐ถ Ramkrishna Forgings Ltd:
๐นOrder Book: Secured a notable โน270 crores order for the Vande Bharat Train Set.
๐ The Order Book status of 15 companies in the railways and its proxy sector.
๐ถ Rail Vikas Nigam Ltd:
๐นOrder Book: โน85,000Crore (as on Mar 31, 2024)
๐ถ Ircon International Ltd:
๐นOrder Book: โน27,208 Crore (as on Mar 31, 2024)
๐ถ Titagarh Rail Systems Ltd:
๐นOrder Book: โน 14,750Crore (as on Mar 31, 2024)
๐ถ Rites Ltd:
๐นOrder Book: โน 5,690 Crore (as on Mar 31, 2024)
๐ถ Railtel Corporation of India Ltd:
๐นOrder Book: โน4700 Crore (as on Mar 31, 2024)
๐ถ Jupiter Wagons Ltd:
๐นOrder Book: โน 7,10,166 lakh (as on Mar 31, 2024)
๐ถ Ramkrishna Forgings Ltd:
๐นOrder Book: Secured a notable โน270 crores order for the Vande Bharat Train Set.
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Bonus Issue Alert
๐ Hindustan Petroleum Corporation : โน 536
๐ Ex Date : 21/06/2024
๐ฅ Ratio : 1:2
โ๏ธ
Bonus Issue Alert
๐ Bharat Petroleum Corporation : โน 628
๐ Ex Date : 21/06/2024
๐ฅ Ratio : 1:1
โ๏ธ
Split Alert
๐Prem. Explosives : โน3490
๐ Ex Date : 21/06/2024
โ๏ธ Old FV : โน10
โถ๏ธ New FV : โน2
โ๏ธ
Split Alert
๐Share India Securities : โน 1534
๐ Ex Date : 27/06/2024
โ๏ธ Old FV : โน10
โถ๏ธ New FV : โน2
โ๏ธ
Bonus Issue Alert
๐ PVV Infra : โน 30.7
๐ Ex Date : 21/06/2024
๐ฅ Ratio : 1:5
๐ Hindustan Petroleum Corporation : โน 536
๐ Ex Date : 21/06/2024
๐ฅ Ratio : 1:2
โ๏ธ
Bonus Issue Alert
๐ Bharat Petroleum Corporation : โน 628
๐ Ex Date : 21/06/2024
๐ฅ Ratio : 1:1
โ๏ธ
Split Alert
๐Prem. Explosives : โน3490
๐ Ex Date : 21/06/2024
โ๏ธ Old FV : โน10
โถ๏ธ New FV : โน2
โ๏ธ
Split Alert
๐Share India Securities : โน 1534
๐ Ex Date : 27/06/2024
โ๏ธ Old FV : โน10
โถ๏ธ New FV : โน2
โ๏ธ
Bonus Issue Alert
๐ PVV Infra : โน 30.7
๐ Ex Date : 21/06/2024
๐ฅ Ratio : 1:5
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๐ฅTop Defence Shares in India 2024
1๏ธโฃ Mazagaon Dock Shipbuilders
2๏ธโฃ Cochin Shipyard
3๏ธโฃ Bharat Electronics
4๏ธโฃ Hindustan Aeronautics
5๏ธโฃ Bharat Dynamics
1๏ธโฃ Mazagaon Dock Shipbuilders
2๏ธโฃ Cochin Shipyard
3๏ธโฃ Bharat Electronics
4๏ธโฃ Hindustan Aeronautics
5๏ธโฃ Bharat Dynamics
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๐ซGMR Airports Infrastructure Limited
The company was incorporated in May 1996 in Andhra Pradesh, and was earlier called Varalakshmi Vasavi Power Projects. The name was changed to GMR Vasavi Infrastructure Finance in 1999, and later to GMR Infrastructure in 2000.
GMR Infrastructure is mainly engaged in development, maintenance and operation of airports, generation of power, coal mining and exploration activities, development of highways, development, maintenance and operation of special economic zones, and construction business including Engineering, Procurement and Construction (EPC) contracting activities
The company was incorporated in May 1996 in Andhra Pradesh, and was earlier called Varalakshmi Vasavi Power Projects. The name was changed to GMR Vasavi Infrastructure Finance in 1999, and later to GMR Infrastructure in 2000.
GMR Infrastructure is mainly engaged in development, maintenance and operation of airports, generation of power, coal mining and exploration activities, development of highways, development, maintenance and operation of special economic zones, and construction business including Engineering, Procurement and Construction (EPC) contracting activities
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GMR Airports Infrastructure 80-98
Expected level 125
Support 69
Expected level 125
Support 69
โก30๐10โค3
UBS keeps 'buy' on Zomato, target Rs 250 in Long term
#1 Company confirmed discussions to acquire Paytmโs ticketing business
#2 Acquisition of Paytmโs ticketing business fits in well with companyโs โgoing-outโ offering
#3 Back-of-the-envelope calculation suggests reasonable valuations
#1 Company confirmed discussions to acquire Paytmโs ticketing business
#2 Acquisition of Paytmโs ticketing business fits in well with companyโs โgoing-outโ offering
#3 Back-of-the-envelope calculation suggests reasonable valuations
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Listed Indian Defence Companies and their Specialisation
1 - Hindustan Aeronautics - Military aircraft, helicopters, aerospace structures, and engines
2 - Bharat Electronics- Radars, communication systems, electronics warfare systems, weapon systems, and naval electronics
3 - Bharat Forge- artillery guns, ammunitions, tank components, armour plates, ballistic protection systems, aerospace components
4 - Solar Industries- Explosives, propellant, ammunition, and pyros
5 - Bharat Dynamics- Guided missiles, launchers, underground water weapons
6 - Mazagon Dock- Destroyer, frigates, submarines (conventional and nuclear-powered), merchant ships
7 - Cochin Shipyard- Aircraft carrier platforms, anti-submarine warfare, FPV, offshore rigs, tankers, cargo ships
8 - Data Pattern- defense communication products, EWS, avionics, command and control systems
9 - BEML Ltd- Tank transporter for defense applications
10 - GRSE- Frigates, corvettes, fast patrol vessels
11 - Zen Tech -defense electronics or electro-mechanical systems based on area of expertise
23 - Midhani- Titanium, and special steel for aerospace, defence
24 - Astra Microwave- microwave components, waveguides, micro-wave sub-systems
25 - MTAR Tech - metal components or precision engineering
26 - DCX Systems- defence communication
27 - Apollo Micro System - embedded computing systems, tactical communication products
28 - Ideaforge Tech- UAVs
29 - Paras Defence- Defence electronics, communication equipment, and optoelectronics systems
30 - Rossell India- night vision devices, thermal imagers, and optronics
31 - Taneja Aerospace- aerospace components and assemblies
32 - Krishna Defence- body armor, ballistic helmets, and other personal protective equipment
Unlisted ones -
33 - Munitions India- ammunitions
34 - Armoured Vehicles Nigam- design, and development of armored vehicles
35 - Advanced Weapons and Equipment- Advanced weaponry and equipment
36 - Troop Comforts- Needs of troops by manufacturing clothes, tents, footwear, and related items
37 - Yantra India- production of shells, and other parts of ammunition
38 - India Optel- optronics
39 - Gliders India- Design, development, and manufacturing of gliders
40 - Hindustan Shipyard- Cargo ships, tankers, offshore support vessel
41 - Goa Shipyard- OPVS, LCUs, High-speed interceptor vessels, and pollution control vessels
Business Houses -
42 - Tata Group- Aircraft, missile and weapon systems, land vehicles, naval platforms, and electronic warfare
43 -Mahindra Group - Land systems, aerospace components, naval systems, and information systems
44 - Adani Group- Ammunitions and missiles
45 - RPG Group- Armour-grade steel used in defense vehicles
46 - Godrej Group- critical aerospace parts and subassemblies
1 - Hindustan Aeronautics - Military aircraft, helicopters, aerospace structures, and engines
2 - Bharat Electronics- Radars, communication systems, electronics warfare systems, weapon systems, and naval electronics
3 - Bharat Forge- artillery guns, ammunitions, tank components, armour plates, ballistic protection systems, aerospace components
4 - Solar Industries- Explosives, propellant, ammunition, and pyros
5 - Bharat Dynamics- Guided missiles, launchers, underground water weapons
6 - Mazagon Dock- Destroyer, frigates, submarines (conventional and nuclear-powered), merchant ships
7 - Cochin Shipyard- Aircraft carrier platforms, anti-submarine warfare, FPV, offshore rigs, tankers, cargo ships
8 - Data Pattern- defense communication products, EWS, avionics, command and control systems
9 - BEML Ltd- Tank transporter for defense applications
10 - GRSE- Frigates, corvettes, fast patrol vessels
11 - Zen Tech -defense electronics or electro-mechanical systems based on area of expertise
23 - Midhani- Titanium, and special steel for aerospace, defence
24 - Astra Microwave- microwave components, waveguides, micro-wave sub-systems
25 - MTAR Tech - metal components or precision engineering
26 - DCX Systems- defence communication
27 - Apollo Micro System - embedded computing systems, tactical communication products
28 - Ideaforge Tech- UAVs
29 - Paras Defence- Defence electronics, communication equipment, and optoelectronics systems
30 - Rossell India- night vision devices, thermal imagers, and optronics
31 - Taneja Aerospace- aerospace components and assemblies
32 - Krishna Defence- body armor, ballistic helmets, and other personal protective equipment
Unlisted ones -
33 - Munitions India- ammunitions
34 - Armoured Vehicles Nigam- design, and development of armored vehicles
35 - Advanced Weapons and Equipment- Advanced weaponry and equipment
36 - Troop Comforts- Needs of troops by manufacturing clothes, tents, footwear, and related items
37 - Yantra India- production of shells, and other parts of ammunition
38 - India Optel- optronics
39 - Gliders India- Design, development, and manufacturing of gliders
40 - Hindustan Shipyard- Cargo ships, tankers, offshore support vessel
41 - Goa Shipyard- OPVS, LCUs, High-speed interceptor vessels, and pollution control vessels
Business Houses -
42 - Tata Group- Aircraft, missile and weapon systems, land vehicles, naval platforms, and electronic warfare
43 -Mahindra Group - Land systems, aerospace components, naval systems, and information systems
44 - Adani Group- Ammunitions and missiles
45 - RPG Group- Armour-grade steel used in defense vehicles
46 - Godrej Group- critical aerospace parts and subassemblies
๐45
โ
Tata Group stocks with High FII Holding
1โฃ Trent
CMP: โน5026
FII Holding: 26.80%
2โฃ Tata Consumer Products
CMP: โน1112
FII Holding: 25.46%
3โฃ Indian Hotels Company
CMP: โน588
FII Holding: 24.47%
4โฃ Tata Steel
CMP: โน182
FII Holding: 19.61%
5โฃ Tata Motors
CMP: โน986
FII Holding: 19.20%
6โฃ Titan Company
CMP: โน3420
FII Holding: 19.01%
1โฃ Trent
CMP: โน5026
FII Holding: 26.80%
2โฃ Tata Consumer Products
CMP: โน1112
FII Holding: 25.46%
3โฃ Indian Hotels Company
CMP: โน588
FII Holding: 24.47%
4โฃ Tata Steel
CMP: โน182
FII Holding: 19.61%
5โฃ Tata Motors
CMP: โน986
FII Holding: 19.20%
6โฃ Titan Company
CMP: โน3420
FII Holding: 19.01%
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๐TVS Motor Company
TVS Motor Company is the one of the leading two-wheeler manufacturer in India. The company has four state of t manufacturing facilities in Hosur, Mysuru and Nalgarh in India and Karawang in Indonesia. Company has a retail finance a 2 Credit Services (TVS Motor holds ~81% stake post investment by Premji Invest). It is a non-banking finance company cate financing of retail focused products such as two-wheelers, used cars, used and new tractors, used commercial vehicles, consu durables, digital finance products and personal loans. In this, TVS vehicle business is ~20%-25% and the rest are other lines of activities. TVS CS primarily caters to self-employed, new to credit borrowers in the semi-urban and rural areas in the country. TVS Motor has footprints globally, including geographies like Middle East, Africa, Southeast Asia, Indian subcontinent, Latin & Central America. Presently, it exports to over 80 countries globally.
TVS Motor Company is the one of the leading two-wheeler manufacturer in India. The company has four state of t manufacturing facilities in Hosur, Mysuru and Nalgarh in India and Karawang in Indonesia. Company has a retail finance a 2 Credit Services (TVS Motor holds ~81% stake post investment by Premji Invest). It is a non-banking finance company cate financing of retail focused products such as two-wheelers, used cars, used and new tractors, used commercial vehicles, consu durables, digital finance products and personal loans. In this, TVS vehicle business is ~20%-25% and the rest are other lines of activities. TVS CS primarily caters to self-employed, new to credit borrowers in the semi-urban and rural areas in the country. TVS Motor has footprints globally, including geographies like Middle East, Africa, Southeast Asia, Indian subcontinent, Latin & Central America. Presently, it exports to over 80 countries globally.
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Its product portfolio has motorcycles, scooters, moped and three-wheelers. In the motorcycle portfolio it has Apache RTR 310, Apache RR 310, TVS Ronin, TVS Apache RTR series, Apache RTR 165 RP, TVS Raider, TVS Radeon, TVS Star City+ and TVS Sport; scooters comprise of TVS Jupiter 125, TVS Ntorq, TVS Zest 110, moped has TVS XL100 comprising different variants and three wheelers has TVS King in its portfolio. It has an annual production capacity of ~49.5 lakh units for two wheelers and ^2.4 lakh units for three-wheelers. rhe company operates in the international destinations through various subsidiaries and associates It has a robust supplier base and extensive sales & service network.
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#SALES GROWTH 5 Year CAGR: 14.2%
In FY24, the net sales was โน39,145 cr and increased by 22. 4% YoY, of this, sales from exports was โน7,585 cr and declined by 0.8% YoY. The growth was led by motorcycles (domestic) segment which grew by 15% YoY and scooters which expanded by 18% YoY. TVS Credit Services (its financial services arm) also contributed to strong growth (~39% increase on a YoY basis). It posted sales of 19.9 lakh motorcycles, 15.7 lakh scooters (incl EV sale of 1.94 lakh units), 4.9 lakh mopeds, and 1.6 lakh three-wheelers.
Of the overall sales of the company, rural market constitutes 45%-50% of domestic sales. This is expected to observe further momentum in the coming quarters.
In FY24, the net sales was โน39,145 cr and increased by 22. 4% YoY, of this, sales from exports was โน7,585 cr and declined by 0.8% YoY. The growth was led by motorcycles (domestic) segment which grew by 15% YoY and scooters which expanded by 18% YoY. TVS Credit Services (its financial services arm) also contributed to strong growth (~39% increase on a YoY basis). It posted sales of 19.9 lakh motorcycles, 15.7 lakh scooters (incl EV sale of 1.94 lakh units), 4.9 lakh mopeds, and 1.6 lakh three-wheelers.
Of the overall sales of the company, rural market constitutes 45%-50% of domestic sales. This is expected to observe further momentum in the coming quarters.
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