Bonus Issue Alert

📝 Hindustan Petroleum Corporation : ₹ 536
📆 Ex Date : 21/06/2024
📥 Ratio : 1:2

✝️

Bonus Issue Alert

📝 Bharat Petroleum Corporation : ₹ 628
📆 Ex Date : 21/06/2024
📥 Ratio : 1:1

✝️


Split Alert

📝Prem. Explosives : ₹3490
📆 Ex Date : 21/06/2024
◀️ Old FV : ₹10
▶️ New FV : ₹2

✝️

Split Alert

📝Share India Securities : ₹ 1534
📆 Ex Date : 27/06/2024
◀️ Old FV : ₹10
▶️ New FV : ₹2

✝️

Bonus Issue Alert

📝 PVV Infra : ₹ 30.7
📆 Ex Date : 21/06/2024
📥 Ratio : 1:5

Good afternoon

🔥Top Defence Shares in India 2024

1️⃣ Mazagaon Dock Shipbuilders

2️⃣ Cochin Shipyard

3️⃣ Bharat Electronics

4️⃣ Hindustan Aeronautics

5️⃣ Bharat Dynamics

🛫GMR 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

Gmr

Q4 Result

Fy 2025 future plan

GMR Airports Infrastructure 80-98
Expected level 125
Support 69

Good morning

Modi 3.0 stocks

UBS keeps 'buy' on Zomato, target Rs 250 in Long term

#1 Company confirmed discussions to acquire Paytm’s ticketing business
#2 Acquisition of Paytm’s ticketing business fits in well with company’s ‘going-out’ offering
#3 Back-of-the-envelope calculation suggests reasonable valuations

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

Good morning

✅Tata Group stocks with High FII Holding

1⃣ Trent
CMP: ₹5026
FII Holding: 26.80%

2⃣ Tata Consumer Products
CMP: ₹1112
FII Holding: 25.46%

3⃣ Indian Hotels Company
CMP: ₹588
FII Holding: 24.47%

4⃣ Tata Steel
CMP: ₹182
FII Holding: 19.61%

5⃣ Tata Motors
CMP: ₹986
FII Holding: 19.20%

6⃣ Titan Company
CMP: ₹3420
FII Holding: 19.01%

Case Study

🏍TVS 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.

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.

#SALES GROWTH 5 Year CAGR: 14.2%


In FY24, the net sales was ₹39,145 cr and increased by 22. 4% YoY, of this, sales from exports was ₹7,585 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.

#EBITDA GROWTH 5 Year CAGR: 20.7%

In FY24, the EBITDA was ₹5,543 cr and expanded by 36.2% YoY. This increase can be attributed to softening of raw material cost, operating leverage benefits, better product mix and cost control measures.

#PAT GROWTH 5 Year CAGR: 20.7%


In FY24, the net profit stood at ₹1,822 cr and grew by 35% YoY. The increase in net profit is mostly on account of expansion of operating profit