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

🥃🥃 *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_*

☀️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

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

MAAN ALUMINIUM 319❤️❤️❤️

BOOKED 70% QTY

RAMRAT 117❤️❤️

INDOBORAX 1621❤️❤️

CREST 108.5❤️❤️

IMFA 547.5❤️

BASANT AGRO 12.59❤️

HITTECH CORP 199❤️❤️

SHREYAIND 114❤️❤️

NTC IND 67.5❤️❤️

SADHBHAV ENG 84.8❤️❤️

AGARIND 275❤️

RADIOCITY 29.3❤️❤️

MAAN ALUMINIUM 322.95❤️❤️

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.

BHAGYANAGAR 56.5❤️

ADDED AT 51 - 52.5 - 53.8 - 55

Super Duper Aggressive Short Term Call

Buy Aimcopest (BSE:- 524288) at CMP of 117 - 119
Add more till 108
SL 102
Targets:- 122 - 124 - 127 - 130+
Above that we can see 137 - 145 - 154+

Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before investing.

RAMRAT 119❤️❤️