PRECOT LTD: PreEminent Buy🎯
TP: ₹ 280 ( near term)
₹ 400 ( medium term)
1️⃣Quoting @ 3.51xFY22EEPS
Tdg @ 0.65xFY22E BV
Tdg @ 1.45 mcapxFY22E EBITDA
Mcap 0.25xFY22E Revenue
▶️Cotton Yarn+Sewing Thread+Cotton Technical Textiles for Medical/Cosmetics/Personal Hygiene
2️⃣Mind Blowing Q4FY21~
Revenue up 22% at 221 Cr Vs 180Cr
Ebidta up 80% at 45Cr Vs 25.40Cr
Ebidta Margin zooms to 20.36% Vs 14%
NP 🔥208% to 29Cr Vs 9.42Cr
EPS ₹ 24.21 Vs 7.85
3️⃣FY22E~
Revenue 860 Cr
Ebidta 155 Cr
EPS ₹ 54
BV ₹ 344
💎💎Cotton Products- Cotton Pads, Cotton Balls, Exfoliating Pads, Cotton wool Rolls, Cotton Spunlace, Absorbent Cotton fibre, are HIGH MARGIN products estimated CAGR 20%. Used for ⏩Sanitary Pads Tampons Wipes Panty Liners Make up removal Baby cleaning pads ( pampers) Bandage Swabs Nail paint removal Skin Exfoliation First Aid Lotion Application etc⏪
TP: ₹ 280 ( near term)
₹ 400 ( medium term)
1️⃣Quoting @ 3.51xFY22EEPS
Tdg @ 0.65xFY22E BV
Tdg @ 1.45 mcapxFY22E EBITDA
Mcap 0.25xFY22E Revenue
▶️Cotton Yarn+Sewing Thread+Cotton Technical Textiles for Medical/Cosmetics/Personal Hygiene
2️⃣Mind Blowing Q4FY21~
Revenue up 22% at 221 Cr Vs 180Cr
Ebidta up 80% at 45Cr Vs 25.40Cr
Ebidta Margin zooms to 20.36% Vs 14%
NP 🔥208% to 29Cr Vs 9.42Cr
EPS ₹ 24.21 Vs 7.85
3️⃣FY22E~
Revenue 860 Cr
Ebidta 155 Cr
EPS ₹ 54
BV ₹ 344
💎💎Cotton Products- Cotton Pads, Cotton Balls, Exfoliating Pads, Cotton wool Rolls, Cotton Spunlace, Absorbent Cotton fibre, are HIGH MARGIN products estimated CAGR 20%. Used for ⏩Sanitary Pads Tampons Wipes Panty Liners Make up removal Baby cleaning pads ( pampers) Bandage Swabs Nail paint removal Skin Exfoliation First Aid Lotion Application etc⏪
SAMKRG PISTON:TP ₹ 300
Life Time Best Q4 coming
*Peer comparison: Sector: Pistons and rings (Why Samkrg Pistons)*
1️⃣ Q4: Menon pistons has given *QoQ* growth in *sales by 20%* and EBIDTA margins increased by *120 bps*
2️⃣• If we make an estimate based on above, Samkrg could report profit of nearly ₹8.68 Cr for Q4 which translates to an *EPS of ₹8.85 for the quarter*😵
🎯• Menon pistons trading at PE of 16. Samkrg trading at just 7-8 PE!!😳
Read our detailed report on Samkrg Pistons. It is the most undervalued stock in this niche market
Life Time Best Q4 coming
*Peer comparison: Sector: Pistons and rings (Why Samkrg Pistons)*
1️⃣ Q4: Menon pistons has given *QoQ* growth in *sales by 20%* and EBIDTA margins increased by *120 bps*
2️⃣• If we make an estimate based on above, Samkrg could report profit of nearly ₹8.68 Cr for Q4 which translates to an *EPS of ₹8.85 for the quarter*😵
🎯• Menon pistons trading at PE of 16. Samkrg trading at just 7-8 PE!!😳
Read our detailed report on Samkrg Pistons. It is the most undervalued stock in this niche market
SAMBANDAM SPG:Mini Precot
BSE code 521240
TP Rs 200+
➡️Q4FY21 EPS can be Rs 12-13
1️⃣Stock tdg @ 4.2xFY22EEPS and mcap 1.5xFY22E ebidta
➡️Book Value Rs 220
SAMBANDAM Spinning Mills Ltd has 110000 spindles manufacturing 100% cotton yarn for domestic and export markets
2️⃣🚀Q3FY21 vs Q3FY20:
Sales 70 Cr Vs 45 Cr
PAT zooms 760% to 3.61 Cr Vs 42 lakh
✅EPS Rs 8.47 Vs 98 paise
Q3FY21 ebidta is 10.25 Cr
🎯Sambandam Spg has 100% captive power generation, resulting in lower power cost. Further, Sambandam is ranked in Top 10 Spinning Mills with highest Productivity
3️⃣Sambandam Spinning should achieve minimum EPS of Rs 32 for FY22.
4️⃣💎New Spinning mill with similar capacity will entail 450 Cr Investment
Smallcap for Big appreciation
Personal due diligence advised. TP subject to mkt conditions
BSE code 521240
TP Rs 200+
➡️Q4FY21 EPS can be Rs 12-13
1️⃣Stock tdg @ 4.2xFY22EEPS and mcap 1.5xFY22E ebidta
➡️Book Value Rs 220
SAMBANDAM Spinning Mills Ltd has 110000 spindles manufacturing 100% cotton yarn for domestic and export markets
2️⃣🚀Q3FY21 vs Q3FY20:
Sales 70 Cr Vs 45 Cr
PAT zooms 760% to 3.61 Cr Vs 42 lakh
✅EPS Rs 8.47 Vs 98 paise
Q3FY21 ebidta is 10.25 Cr
🎯Sambandam Spg has 100% captive power generation, resulting in lower power cost. Further, Sambandam is ranked in Top 10 Spinning Mills with highest Productivity
3️⃣Sambandam Spinning should achieve minimum EPS of Rs 32 for FY22.
4️⃣💎New Spinning mill with similar capacity will entail 450 Cr Investment
Smallcap for Big appreciation
Personal due diligence advised. TP subject to mkt conditions
🥃🥃 *Globus Spirit - _BUY BIG for TP 800_*
Co has reported absolutely Stellar nos for Q4 with Record Sales and Record Profits
1️⃣ *FY22 Estimates*
Revenue estimated to be 1375cr
EBITDA at 340cr
PAT estimated to be 190 cr
EPS at 66
_*Co trades atP/E 6.05cFY22EEPS*_
*_Just for perspective,Radico Khaitan trades at PE ratio of 35 and United Spirits trades at almost 10x valuations at 53x forward P/E_*
2️⃣ *_Reported Superb Q4_*
*Q4FY21*
Revenue at 357cr vs 316cr _(+13% QoQ)_ vs 272cr _(+31% YoY)_
EBITDA at 89.3cr vs 68.4 _(+31% QoQ)_ vs 37cr _(+142% YoY)_
EBITDA margin at 25% vs 21.6% _(+340bps QoQ)_ vs 13.6% _(+1140bps YoY)_
🎯PAT at 51cr vs 38cr _(+34% QoQ)_ vs 19cr _(+168% YoY)_
EPS of 17.6 vs 13.3 _(+34% QoQ)_ vs 6.7 _(+168% YoY)_
3️⃣ *FY21*
Revenue at 1231cr vs 1167cr _(+5.5% YoY)_
EBITDA at 261cr vs 128.5cr _(+103% YoY)_
EBITDA margin at 21.2% vs 11% _(+1020 bps YoY)_
PAT at 141cr vs 50cr _(+182% YoY)_
✈️EPS of 49 vs 17.3 _(+182% YoY)_
*Co has consistently delivered stellar performance for the past few quarters. We expect the performance to improve further in FY22 to report the best-ever Performance in cos history.*
*Even with a modest P/E of 12x, co will reach 800.*
*_HIGHLY UNDERVALUED._*
*_BUY FOR TP 800_*
Co has reported absolutely Stellar nos for Q4 with Record Sales and Record Profits
1️⃣ *FY22 Estimates*
Revenue estimated to be 1375cr
EBITDA at 340cr
PAT estimated to be 190 cr
EPS at 66
_*Co trades atP/E 6.05cFY22EEPS*_
*_Just for perspective,Radico Khaitan trades at PE ratio of 35 and United Spirits trades at almost 10x valuations at 53x forward P/E_*
2️⃣ *_Reported Superb Q4_*
*Q4FY21*
Revenue at 357cr vs 316cr _(+13% QoQ)_ vs 272cr _(+31% YoY)_
EBITDA at 89.3cr vs 68.4 _(+31% QoQ)_ vs 37cr _(+142% YoY)_
EBITDA margin at 25% vs 21.6% _(+340bps QoQ)_ vs 13.6% _(+1140bps YoY)_
🎯PAT at 51cr vs 38cr _(+34% QoQ)_ vs 19cr _(+168% YoY)_
EPS of 17.6 vs 13.3 _(+34% QoQ)_ vs 6.7 _(+168% YoY)_
3️⃣ *FY21*
Revenue at 1231cr vs 1167cr _(+5.5% YoY)_
EBITDA at 261cr vs 128.5cr _(+103% YoY)_
EBITDA margin at 21.2% vs 11% _(+1020 bps YoY)_
PAT at 141cr vs 50cr _(+182% YoY)_
✈️EPS of 49 vs 17.3 _(+182% YoY)_
*Co has consistently delivered stellar performance for the past few quarters. We expect the performance to improve further in FY22 to report the best-ever Performance in cos history.*
*Even with a modest P/E of 12x, co will reach 800.*
*_HIGHLY UNDERVALUED._*
*_BUY FOR TP 800_*
☀️SURYAAMBA SPINNING:Bumper Financials
TP: ₹140
1️⃣Trading @ 3.2xFY22EEPS
Available @ 0.7xBook
Mcap just 0.15xAnnual Sales
Mcap 25 Cr Vs replacement Cost ₹ 250/Cr ( 50000 spindles)
2️⃣H2FY21- Life Time Best
✅Sales 89 Cr EBITDA 10.90Cr. EPS ₹ 19 ( Annualised EPS ₹ 38)
3️⃣FY22E-
✅Sales 165 Cr EBIDTA 19 Cr EPS ₹ 28
Very modest PE Ratio of 5 gives stock price Rs 140
TP: ₹140
1️⃣Trading @ 3.2xFY22EEPS
Available @ 0.7xBook
Mcap just 0.15xAnnual Sales
Mcap 25 Cr Vs replacement Cost ₹ 250/Cr ( 50000 spindles)
2️⃣H2FY21- Life Time Best
✅Sales 89 Cr EBITDA 10.90Cr. EPS ₹ 19 ( Annualised EPS ₹ 38)
3️⃣FY22E-
✅Sales 165 Cr EBIDTA 19 Cr EPS ₹ 28
Very modest PE Ratio of 5 gives stock price Rs 140
Do You Know: Rana Sugar
RSL is one of the most diversified sugar facility in the country. RSL is market leader in Punjab Medium Liquor (PML) sector.
RSL also has portfolio of well established Liquor brands.
Rana Sugar also a preferred bottler for several leading liquor brands
Its cattle feed biz has promising prospects
120 MW power plant too, apart from Sugar and distillery activities
TP ₹ 35 seems achievable although if markets maintain buoyancy, even Rs 50 possible
RSL is one of the most diversified sugar facility in the country. RSL is market leader in Punjab Medium Liquor (PML) sector.
RSL also has portfolio of well established Liquor brands.
Rana Sugar also a preferred bottler for several leading liquor brands
Its cattle feed biz has promising prospects
120 MW power plant too, apart from Sugar and distillery activities
TP ₹ 35 seems achievable although if markets maintain buoyancy, even Rs 50 possible
Market Wizard
Short Term Bumper Call Buy Maan Aluminum at CMP of 226 - 228 and dips till 216 Sl 205 Targets:- 233 - 236 - 238 - 241 - 245 - 250 - 255+ Above that we can see 270 - 288+ Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before…
MAAN ALUMINIUM 319❤️❤️❤️
BOOKED 70% QTY
BOOKED 70% QTY
Mid Term Aggressive Fundamental Call
Buy IndNippon at CMP of 364.5 - 367 and dips of 355
Sl 350
Targets:- 372 - 375 - 378 - 381 - 386 - 392 - 397+
Above 397 we can see 410 - 433 - 455+
Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before investing.
Buy IndNippon at CMP of 364.5 - 367 and dips of 355
Sl 350
Targets:- 372 - 375 - 378 - 381 - 386 - 392 - 397+
Above 397 we can see 410 - 433 - 455+
Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before investing.
Market Wizard
Short Term Aggressive Technical Call Buy Bhagyanagar India at CMP of 53.2 - 53.9 and dips till 50.5 Sl 49 Targets:- 55 - 56 - 57 - 58 - 59 - 60+ Above that we can see 63 - 66+ Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before…
BHAGYANAGAR 56.5❤️
ADDED AT 51 - 52.5 - 53.8 - 55
ADDED AT 51 - 52.5 - 53.8 - 55