📎Top 5 Paper Stocks to Watch Out as the Industry Prints Gains


1️⃣ JK Paper

2️⃣ West Coast Paper Mills

3️⃣ Andhra Paper

4️⃣ Seshasayee Paper & Boards

5️⃣ Tamil Nadu Newsprint

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⚡️Top 10 High Growth Stocks that Have the Potential to Double Their Marketcap ⚡️

1️⃣ Trent

2️⃣ LTI Mindtree

3️⃣ Varun Beverages

4️⃣ Avenue Supermarts

5️⃣ Polycab India

6️⃣ Reliance Industries

7️⃣ Ultratech Cement

8️⃣ Tata Consumer Products

9️⃣ Divis Laboratories

🔟 HCL Technologies

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DIIS increased their stake, Change in DII holding >5%

👉Mphasis Ltd

👉Sharda Motor Industries Ltd

👉Ami Organics Ltd

👉Keystone Realtors Ltd

👉Gland Pharma Ltd

👉Prudent Corporate Advisory Services Ltd

👉Sansera Engineering Ltd

👉Anlon Technology Solutions Ltd

👉Shilpa Medicare Ltd

👉PSP Projects Ltd

👉ZF Commercial Vehicle Control System India Ltd

👉Styrenix Performance Materials Ltd

👉Macfos Ltd

FIIS increased their stake, Change in FII holding >5%

👉Indus Towers Ltd

👉Allcargo Gati Ltd

👉Timken India Ltd

👉Aurionpro Solutions Ltd

👉KFin Technologies Ltd

👉Rathi Steel & Power Ltd

👉Hazoor Multi Projects Ltd

👉Cosmic CRF Ltd

👉Hi-Tech Pipes Ltd

Crompton Greaves Consumer 380-435
Expected level 500
Support 348

CG Power signed definitive agreements to acquire a 55% stake in G G Tronics Pvt Ltd, for ₹319.38 Crore

Key Highlights:
➡️Acquisition Details:
🔹Stake Acquired: 55% of G G Tronics
🔹Consideration: Up to ₹319.38 Cr
🔹Method: Combination of purchasing equity shares from GGT Promoters & subscribing to Compulsorily Convertible Preference Shares

➡️Strategic Impact:
🔹GGT, HQed in Bengaluru, specializes in designing & installing Electronic Safety Embedded Signalling Systems for the Railway Transportation segment.

🔹Notable offerings include the Train Collision Avoidance System (#TCAS) and Automatic Train Protection Systems (IRATP/ #KAVACH).

➡️Financial Strength:
🔹Turnover: ₹98.13 Crores (FY23)
🔹PBT: ₹10.84 Crores (As of March 31, 2024)

This acquisition aligns with CG’s strategy to enhance its Railway product portfolio and leverage synergies between the companies.

Budget based picks for beneficial or Positive and Negative

Positive

EMS
ION Exchange
WABAG
SPML
Kaynes Tech
ITC
TBZ
Titan
Indus TOWER
Hind Unilever
Protean E Gov
Antony Waste
NCC
PowerMech
Titan
Dixon
Map my India
Genesys
Team lease
Quess corp
Kalyan jewellers
Titan
Nelco
Tata communications
PG ELECTROPLAST

Negative

Real estate sector
EV automobile sector
Tourism & Hospitality sector

𝐑𝐞𝐜𝐲𝐜𝐥𝐢𝐧𝐠 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚.

▪️Ion Exchange (India) Ltd - Water Treatment
▪️Va Tech Wabag Ltd - Water Treatment
▪️Jash Engineering Ltd - Water Treatment
▪️Felix Industries Ltd - Water Treatment
▪️GRP Ltd - Tyre Recycling
▪️Tinna Rubber & Infrastructure Ltd - Tyre Recycling
▪️Indag Rubber Ltd - Tyre Recycling
▪️Elgi Rubber Company Ltd - Rubber Recycling
▪️Pondy Oxides & Chemicals Ltd - Lead Recycling
▪️NILE Ltd - Lead Recycling
▪️Eco Recycling Ltd - E-waste Recycling
▪️Cerebra Integrated Technologies Ltd - E-waste Recycling
▪️Gravita India Ltd - Led, Aluminium & Plastic Recycling
▪️Nupur Recyclers Ltd - Metal Scrap Recycling
▪️MSTC Ltd - Auto shredding, Metal Scrap and ship recycling
▪️Ganesha Ecosphere Ltd - Pet Waste Recycling
▪️Antony Waste Handling - Integrated waste management

Good afternoon

Dee Development Engineers case Study

The Company is a leading global process pipe solution provider for industries such as Oil and Gas, Power (INCLUDING NUCLEAR), Process Industries and chemical known for its technical capability to address complex requirements across various industrial segments. It is also the largest player in process piping solutions in India by installed capacity.

Diversified business to various sector

Oil & Gas – 51.5%
Power – 34%
Others – 15%

Strong Order Book: Company has already order book above INR 800 Cr (which is already 1 year revenue order books in hand) and company recently got orders from top companies like JOHN COCKERILL S.A., BELGIUM and John Zink Company LLC an amount of total INR 90 Crs. Respectively.

Financial:

FY24 revenue INR 789 Crs Vs. 596 Cr in FY23 up by 32% in YoY
OPM is nearly at 13%
FY24 PBT INR 26 Cr Vs. 13 Cr in FY23 up by 100% in YoY
PE: 77 (Expensive at present) but re-rating is also possible
Face Value: INR 10, MCAP: 2600 Crs
ROCE: 8.9%, ROE: 6%
Promoter Holding: 70.1%, FIIS: 5.8%, DIIS: 12.1%
Strong OCF: 102 Crs Vs. 14 Crs

Strength:

As per the recent order from John Cockreril which is the Supply of CS, P11, P22, P92 Prefabricated HRSG Piping. According to market data, it is one of the most consumption alloy pipes in boiler industry, heat exchanger, power station, high and super high pressure vessels. This is also being potential of green hydrogen.

View: Overall looks good for Mid to long term perspective although Q1FY25 result is pending. Will update more once company announced their Quarterly result.

Disclaimer: This is not buying/selling recommendation. Please check with your financial advisor to buy/sell the shares.

Good morning

712🔥🔥Long term level hit