๐—Ÿ๐—ผ๐—ป๐—ด ๐—ง๐—ฒ๐—ฟ๐—บ ยฎโ„ข
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In this Long term call monthly 1-3 call given holding period 1-3yrs
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Info Edge started investing in year 2007 when the Indian start-up ecosystem was at a nascent stage and there were a handful of earlystage institutional investors active in the country. So far, Info Edge has an investment of ~โ‚น555 cr in 21 companies in the unlisted space and โ‚น514 cr as a strategic investment in 8 companies as on 31st March 2024. Owing to the strong cash generation in the core business along with prudent cash reserves, Info Edge has invested into businesses in the online space with the objective of getting returns from long-term value creation. The company has a direct investments in two public companies โ€“ Zomato and Policybazaarโ€“evolved as strong growth-oriented entities. There is another group of companies in the direct investment portfolio where Info Edge has done early-stage investments, and they are being developed for future value creation. To further streamline this high value creating business investment portfolio, the company in the last couple of years has worked on creating a structured investments vehicle through specific investment funds. In FY20, Info Edge had set up an โ€˜Alternative Investment Fund (AIF)โ€™ named Info Edge Venture Fund (IEVF) to invest in technology and technology-enabled entities. They have launched three such funds, with a total commitment of approximately $450 mn.
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#SALES #GROWTH 5 Year CAGR: 17.1%

In FY24, the revenue stood at โ‚น2,536 cr, a growth of 8% YoY and overall billings stood at โ‚น2,496 cr. The revenue growth was on led by 7% YoY growth in recruitment business and 23% YoY growth in the real estate segment. In FY23, revenue increased by 47.6% YoY and stood at โ‚น2,346 cr. The recruitment segment reported a revenue growth of ~46% YoY, 99acres segment reported a growth of ~31% and Shiksha segment reported a growth of ~28.5% YoY. Meanwhile, for Jeevansathi segment, revenue declined by ~22% YoY on account of some free offerings launched in March 2022. Strong momentum in the recruitment vertical, vibrant real estate market and increase in the number of private universities in India and expansion in the study abroad business in the education vertical indicate an increase in top line growth, going forward.
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#EBITDA #GROWTH 5 Year CAGR: 21.5%


In FY24, the EBITDA stood at โ‚น829 cr, an increase of ~18.3% YoY. This was a combination of increase in revenue and decrease in A&P expenses specifically in the Jeevansathi business. In FY23, EBITDA stood at โ‚น568 cr, an increase of ~29.4% YoY. The growth was subdued on account of increased spending towards advertising and promotion (A&P) and due to increased headcount resulting in an increased employee benefit expense. Going forward, the company expects to continue spending on A&P costs, and subsequently expects an increase in revenue. They are further going to expand their branches in small towns.
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#PAT #GROWTH

In FY24, PAT stood at ~โ‚น726 cr. It was impacted by an impairment expense of โ‚น111 cr. Adjusting for the share of profit from JV and associates consolidated PAT stood at โ‚น595 cr. For FY23, PAT stood at ~โ‚น161 cr. It was impacted by a one-off impairment expense of โ‚น532 cr & โ‚น77 cr, respectively owing to the uncertainty of funding options for the acquired entites 4-B network & Bizcrum Infotech Pvt Ltd. 5 Year CAGR: NA CASE STUDY
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#EBITDA #MARGIN

EBITDA margin has been in the range of 25%-28% for the past 5 years. In FY24, EBITDA margin expanded to 32.7%. This was on account of reduction in A&P and other expenses. EBITDA margin for FY23 was 24.2%, a contraction of 340 bps YoY. High A&P expense and employee costs impacted the margin adversely.
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#PAT #MARGIN

It is to be noted that from FY18, majority of the profits (an average of 50% of PBT) has been aided by exceptional gains. This has contributed to higher PAT margins lately. In FY24, the PAT margin stood at 28.6%. PAT margin of the company has been volatile in the past several years. During FY23, PAT margin stood at 6.8%. The PAT margin continues to be aided by exceptional gains and share of associates.
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#ROCE

In FY24, ROCE improved to 4%. The company continues to explore investment and acquisition opportunities in areas of strategic interest and adjacencies. These investments would be continued to be made through the balance sheet or the Info Edge venture fund. Given the nature of the business (i.e., various investments in associates/JVs) the ROCE is likely to be volatile on a year-to-year basis.
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MANAGEMENT VISION

The management of the company has a strong vision to pursue outperformance in order to generate value for the business and the stakeholders. The management's mission is to continuously delight the customers in current and new businesses by delivering superior value through enhanced offerings on the internet and other platforms. It believes that with proper products pipeline, efficient execution and cash inflows, the company will be able to deliver superior growth in the future. They believe that the next phase of growth will be driven by deeper penetration into tier 2 and tier 3 cities in India. To this end, they are expanding its onground sales force to supplement its technologybased business model.
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#Future #plan

Indiaโ€™s consumer digital economy is expected to be a USD800 billion by 2030, clocking in a growth on 10x from 2020. As per Google, the classifieds segment is expected to report a CAGR of 18%, with jobs, real estate and matrimony constituting 2/3rd of the market. โ€ข The Government of India's (GOI) focus on the โ€˜Digital Indiaโ€™ initiative along with cheaper smartphones, declining data tariffs, increasing digital literacy is helping the sector boost its growth. โ€ข There has been a 124% growth in the number of internet users in the past 5 years driving the digital sector majorly. โ€ข Low internet penetration in India at ~43% presents an opportunity for the company, where the internet penetration is above 80% at developed nations while ~60% penetration at South American and South-East Asian nations. now accessing the internet daily to meet the needs. โ€ข The single most important driver of rapid internet penetration across India is the widespread adoption of mobile internet in India. India recorded the highest-ever smartphone shipments in year 2021. โ€ข With this kind of penetration of internet in India, the digital space is transforming the way consumers and marketers interact with each other. Increase in the internet usage by the rural India has also grown at record with almost two-thirds of active internet users โ€ข Thus, the growing digital economy coupled with rising per capita income and favorable demographics presents a huge market potential for internet-based technology led disruptions
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Info Edge Limited (Naukri) 6800-7425
Expected level 8200
Support 6000
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1) ITD Cementation India Ltd:

๐Ÿ”นM Cap: โ‚น 9,500 Cr.
๐Ÿ”นP/E: 29.6
๐Ÿ”นCMP: โ‚น 553
๐Ÿ”นYOY Net Profit Growth: 92%
๐Ÿ”น3 Years Profit Growth: 170%

2) Shakti Pumps (India) Ltd:

๐Ÿ”นM Cap: โ‚น 8,966 Cr.
๐Ÿ”นP/E: 38.4
๐Ÿ”นCMP: โ‚น 4,475
๐Ÿ”นYOY Net Profit Growth: 9,200%
๐Ÿ”น3 Years Profit Growth: 23%%

3) Gallantt Ispat Ltd:

๐Ÿ”นM Cap: โ‚น 8,213 Cr.
๐Ÿ”นP/E: 26.0
๐Ÿ”นCMP: โ‚น 340
๐Ÿ”นYOY Net Profit Growth: 293%
๐Ÿ”น3 Years Profit Growth: 15%

4) Garware Hi Tech Films Ltd:

๐Ÿ”นM Cap: โ‚น 7,504 Cr.
๐Ÿ”นP/E: 30.3
๐Ÿ”นCMP: โ‚น 3,230
๐Ÿ”นYOY Net Profit Growth: 100%
๐Ÿ”น3 Years Profit Growth: 18%

5) Responsive Industries Ltd:

๐Ÿ”นM Cap: โ‚น 7,278 Cr.
๐Ÿ”นP/E: 40.5
๐Ÿ”นCMP: โ‚น 273
๐Ÿ”นYOY Net Profit Growth: 60%
๐Ÿ”น3 Years Profit Growth: 36%

Continue...
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6) Gulf Oil Lubricants India Ltd:

๐Ÿ”นM Cap: โ‚น 6,524 Cr.
๐Ÿ”นP/E: 19.9
๐Ÿ”นCMP: โ‚น 1,326
๐Ÿ”นYOY Net Profit Growth: 30%
๐Ÿ”น3 Years Profit Growth: 16%

7) Pricol Ltd:

๐Ÿ”นM Cap: โ‚น 6,252 Cr.
๐Ÿ”นP/E: 40.6
๐Ÿ”นCMP: โ‚น 513
๐Ÿ”นYOY Net Profit Growth: 44%
๐Ÿ”น3 Years Profit Growth: 46%

8) Network People Services Technologies Ltd:

๐Ÿ”นM Cap: โ‚น 5,898 Cr.
๐Ÿ”นP/E: 159
๐Ÿ”นCMP: โ‚น 3,042
๐Ÿ”นYOY Net Profit Growth: 220%
๐Ÿ”น3 Years Profit Growth: 194%

9) Harsha Engineers International Ltd:

๐Ÿ”นM Cap: โ‚น 4,808 Cr.
๐Ÿ”นP/E: 35.4
๐Ÿ”นCMP: โ‚น 528
๐Ÿ”นYOY Net Profit Growth: 30%
๐Ÿ”น3 Years Profit Growth: 50%

10) Venus Pipes & Tubes Ltd:

๐Ÿ”นM Cap: โ‚น 4,152 Cr.
๐Ÿ”นP/E: 43.2
๐Ÿ”นCMP: โ‚น 2,046
๐Ÿ”นYOY Net Profit Growth: 65%
๐Ÿ”น3 Years Profit Growth: 54%

Continue...
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11) Supriya Lifescience Ltd:

๐Ÿ”นM Cap: โ‚น 4,099 Cr.
๐Ÿ”นP/E: 30.3
๐Ÿ”นCMP: โ‚น 509
๐Ÿ”นYOY Net Profit Growth: 55.17%
๐Ÿ”น3 Years Profit Growth: -1%

12) Innova Captab Ltd:

๐Ÿ”นM Cap: โ‚น 3,777 Cr.
๐Ÿ”นP/E: 35.6
๐Ÿ”นCMP: โ‚น 660
๐Ÿ”นYOY Net Profit Growth: 61%
๐Ÿ”น3 Years Profit Growth: 40%

13) Sky Gold Ltd

๐Ÿ”นM Cap: โ‚น 3,243 Cr.
๐Ÿ”นP/E: 63.5
๐Ÿ”นCMP: โ‚น 2,450
๐Ÿ”นYOY Net Profit Growth: 91%
๐Ÿ”น3 Years Profit Growth: 136%

14) Tinna Rubber & Infrastructure Ltd

๐Ÿ”นM Cap: โ‚น 2,916 Cr.
๐Ÿ”นP/E: 58.8
๐Ÿ”นCMP: โ‚น 1,703
๐Ÿ”นYOY Net Profit Growth: 129%
๐Ÿ”น3 Years Profit Growth: 597%

15) Nitin Spinners Ltd

๐Ÿ”นM Cap: โ‚น 2,358 Cr.
๐Ÿ”นP/E: 16.2
๐Ÿ”นCMP: โ‚น 419
๐Ÿ”นYOY Net Profit Growth: 45%
๐Ÿ”น3 Years Profit Growth: 24%

Continue...
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16) GPT Infraprojects Ltd

๐Ÿ”นM Cap: โ‚น 2,077 Cr.
๐Ÿ”นP/E: 35.1
๐Ÿ”นCMP: โ‚น 178
๐Ÿ”นYOY Net Profit Growth: 34%
๐Ÿ”น3 Years Profit Growth: 40%

17) Pix Transmission Ltd

๐Ÿ”นM Cap: โ‚น 2,080 Cr.
๐Ÿ”นP/E: 22.0
๐Ÿ”นCMP: โ‚น 1,526
๐Ÿ”นYOY Net Profit Growth: 69%
๐Ÿ”น3 Years Profit Growth: 8%

18) Agarwal Industrial Corporation Ltd

๐Ÿ”นM Cap: โ‚น 1,805 Cr.
๐Ÿ”นP/E: 15.0
๐Ÿ”นCMP: โ‚น 1,207
๐Ÿ”นYOY Net Profit Growth: 40%
๐Ÿ”น3 Years Profit Growth: 39%

19) Dynacons Systems & Solutions Ltd

๐Ÿ”นM Cap: โ‚น 1,796 Cr.
๐Ÿ”นP/E: 31.2
๐Ÿ”นCMP: โ‚น 1,413
๐Ÿ”นYOY Net Profit Growth: 29%
๐Ÿ”น3 Years Profit Growth: 80%

20) Prakash Pipes Ltd

๐Ÿ”นM Cap: โ‚น 1,363 Cr.
๐Ÿ”นP/E: 14.1
๐Ÿ”นCMP: โ‚น 570
๐Ÿ”นYOY Net Profit Growth: 39%
๐Ÿ”น3 Years Profit Growth: 36%
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Top Artificial Intelligence Stocks in India 2024


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Good morning
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Learning:

๐๐ซ๐ข๐ง๐œ๐ข๐ฉ๐ฅ๐ž๐ฌ ๐จ๐Ÿ ๐“๐ž๐œ๐ก๐ง๐ข๐œ๐š๐ฅ ๐€๐ง๐š๐ฅ๐ฒ๐ฌ๐ข๐ฌ ๐š๐ง๐ ๐‡๐จ๐ฐ ๐ˆ๐ญ ๐–๐จ๐ซ๐ค๐ฌ

Technical analysis is a method of evaluating securities by analyzing statistical trends about price movements and trading volume, rather than focusing on a company's fundamentals. It's the belief that market history tends to repeat itself, and by studying past price movements, traders can predict future price movements.

๐Š๐ž๐ฒ ๐๐ซ๐ข๐ง๐œ๐ข๐ฉ๐ฅ๐ž๐ฌ ๐จ๐Ÿ ๐“๐ž๐œ๐ก๐ง๐ข๐œ๐š๐ฅ ๐€๐ง๐š๐ฅ๐ฒ๐ฌ๐ข๐ฌ
๐Œ๐š๐ซ๐ค๐ž๐ญ ๐„๐Ÿ๐Ÿ๐ข๐œ๐ข๐ž๐ง๐œ๐ฒ:The market price of a security reflects all available information.

๐๐ซ๐ข๐œ๐ž ๐ƒ๐ข๐ฌ๐œ๐จ๐ฎ๐ง๐ญ๐ฌ ๐„๐ฏ๐ž๐ซ๐ฒ๐ญ๐ก๐ข๐ง๐ :All relevant information, both fundamental and psychological, is already reflected in the price.

๐‡๐ข๐ฌ๐ญ๐จ๐ซ๐ฒ ๐‘๐ž๐ฉ๐ž๐š๐ญ๐ฌ ๐ˆ๐ญ๐ฌ๐ž๐ฅ๐Ÿ:Past price movements and patterns tend to repeat themselves.

๐‡๐จ๐ฐ ๐“๐ž๐œ๐ก๐ง๐ข๐œ๐š๐ฅ ๐€๐ง๐š๐ฅ๐ฒ๐ฌ๐ข๐ฌ ๐–๐จ๐ซ๐ค๐ฌ
Technical analysts use various tools and techniques to analyze price charts and identify patterns that could indicate future price movements. ๐“๐ก๐ž๐ฌ๐ž ๐ญ๐จ๐จ๐ฅ๐ฌ ๐ข๐ง๐œ๐ฅ๐ฎ๐๐ž:

๐‚๐ก๐š๐ซ๐ญ ๐๐š๐ญ๐ญ๐ž๐ซ๐ง๐ฌ:These are recognizable shapes formed by price movements, such as head and shoulders, triangles, and double tops/bottoms.

๐“๐ซ๐ž๐ง๐ ๐‹๐ข๐ง๐ž๐ฌ:These are lines drawn to connect a series of price lows or highs to identify the direction of the market.

๐’๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ ๐š๐ง๐ ๐‘๐ž๐ฌ๐ข๐ฌ๐ญ๐š๐ง๐œ๐ž ๐‹๐ž๐ฏ๐ž๐ฅ๐ฌ:These are price levels where buying or selling pressure is expected to be strong.

๐ˆ๐ง๐๐ข๐œ๐š๐ญ๐จ๐ซ๐ฌ:These are mathematical calculations based on price and volume data, such as moving averages, Relative Strength Index (RSI), and Stochastic Oscillator.


๐“๐ก๐ž ๐ฉ๐ซ๐จ๐œ๐ž๐ฌ๐ฌ ๐ญ๐ฒ๐ฉ๐ข๐œ๐š๐ฅ๐ฅ๐ฒ ๐ข๐ง๐ฏ๐จ๐ฅ๐ฏ๐ž๐ฌ:

๐ƒ๐š๐ญ๐š ๐‚๐จ๐ฅ๐ฅ๐ž๐œ๐ญ๐ข๐จ๐ง:Gathering historical price and volume data for a specific security or market.

๐‚๐ก๐š๐ซ๐ญ ๐‚๐ซ๐ž๐š๐ญ๐ข๐จ๐ง:Plotting the data on a chart to visualize price movements and patterns.

๐๐š๐ญ๐ญ๐ž๐ซ๐ง ๐ˆ๐๐ž๐ง๐ญ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง:Recognizing chart patterns, trend lines, and support/resistance levels.

๐ˆ๐ง๐๐ข๐œ๐š๐ญ๐จ๐ซ ๐€๐ง๐š๐ฅ๐ฒ๐ฌ๐ข๐ฌ:Calculating and interpreting various technical indicators.

๐’๐ข๐ ๐ง๐š๐ฅ ๐†๐ž๐ง๐ž๐ซ๐š๐ญ๐ข๐จ๐ง:Identifying potential buying or selling opportunities based on the analysis.

๐‘๐ข๐ฌ๐ค ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ:Implementing stop-loss and take-profit orders to manage risk.

๐‹๐ข๐ฆ๐ข๐ญ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐จ๐Ÿ ๐“๐ž๐œ๐ก๐ง๐ข๐œ๐š๐ฅ ๐€๐ง๐š๐ฅ๐ฒ๐ฌ๐ข๐ฌ

๐‹๐š๐ ๐ ๐ข๐ง๐  ๐ˆ๐ง๐๐ข๐œ๐š๐ญ๐จ๐ซ๐ฌ:Many technical indicators are based on historical data, which can lead to delayed signals.

๐’๐ฎ๐›๐ฃ๐ž๐œ๐ญ๐ข๐ฏ๐ข๐ญ๐ฒ:Interpreting chart patterns and indicators can be subjective and vary among analysts.

๐Œ๐š๐ซ๐ค๐ž๐ญ ๐„๐Ÿ๐Ÿ๐ข๐œ๐ข๐ž๐ง๐œ๐ฒ:In highly efficient markets, technical analysis may be less effective.

It's important to note that technical analysis is a tool, not a crystal ball. It should be used in conjunction with other analysis methods, such as fundamental analysis, to make informed investment decisions.
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Top 5 Fastest Growing Stocks in India


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5๏ธโƒฃ Bharat Electronics
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Indian Railway Catering and Tourism Corporation Ltd IRCTC Company details

Indian Railway Catering and Tourism Corporation Ltd. (IRCTC) is a central public sector enterprise wholly owned by the Government of India and under the administrative control of the Ministry of Railways. The company is the only entity authorized by Indian railways to provide catering services to railways, online railway tickets and packaged drinking water at railway stations and trains in India. It was incorporated with the objective to upgrade, modernize and professionalize catering and hospitality services, managing hospitality services at railway stations, on trains and other locations and to promote international and domestic tourism in India through publicprivate participation. IRCTCโ€™s business is divided into 4 main segments: (i) Internet ticketing (ii) Catering and hospitality (iii) Tourism & Train operations and (iv) Packaged drinking water (Rail Neer). They also diversified into other businesses such as e-catering, executive lounges and budget hotels, which are in line with its objective to build a โ€˜one stop solutionโ€™ for its customers. Pertaining to their catering business, the company has presence in 120 prepaid trains, 440 mail and express trains equipped with pantry cars and 702 trains under Train side vending (TSV), as on 31st March 2024. In the Rail Neer, they have a total production capacity of 17.68 lakh bottles per day as on 31st March 2024.
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