TIME TECHNO

Green Hydrogen Cylinders in Development

Huge scope & Bright Future

Expecting company to do well in future

Cab be Multibagger in Making
But needs Time

Technically has to close above 163 - 165 zone for Fresh leg of Rally

RBM INFRACON LTD

Cmp - 132.75

Sector - Engg Capital Goods

Market cap - 112cr

Enterprise Value - 120cr

SME Segment

Book Value - 24

Promotors Holding - 72.45%

https://rbminfracon.com/

Company Got Single order Today of Rs.958cr

Last week also company got order of Rs.49cr

Company had came with ipo in Dec 2022 @ 36 with lot size of 4000 shares of Face value of Rs.10

23,25,0000 shares aggregating to 8.37cr in IPO

This has long way to Go.

Disc - All views expressed are personal and only for educational and study purpose. Consult your financial advisor before investing or taking any position based on above article

RBM INFRACON

RBM Infracon Limited

Service Orders from many clients

1️⃣ Nayara Energy Limited: ₹3.42 Cr
2️⃣ Mundra Solar Technology Ltd: ₹2.31Cr
3️⃣ Kutch Copper Ltd (ADANI): ₹10.21 Cr 4️⃣ Dalmia Cement (Bharat) Ltd: ₹15.81 Cr 5️⃣ Reliance Industries Ltd: ₹8.49 Cr

Total: ₹40.24 Cr

SEBI SOCIAL MEDIA MANDATE & MANDATORY DISCLAIMER AS REQUIRED BY SEBI

KIND ATTENTION OF ALL MEMBERS

Disclaimer from Admins as per SEBI norms: Equity Investment are subject to 100% market risks. Refer your financial consultant advice before Investing. This group is only for Educational and Learning, Knowledge Purposes. Admins have no responsibility for your intended decision & financial losses. Keep calculated & always analyzed your cash position and risk bearing capacity before following msg of our group postings. Stock market investments are VERY RISKY and being part of this group, you agree that you understand the Market risks involved. Profits and Losses are part of the Share market. Kindly understand and act wisely. All members follow guidelines as applicable even in the past too.


Disclaimer/ disclosure

👉This group does not provide any tips/recommendations/advice

👉All updates/analysis/posts/discussions are only for education and learning purpose.

👉Do Consult your financial advisor before taking trades or investment decisions

👉Group Admins or Members are not responsible for any financial losses

👉Disclaimer/disclosure/terms and conditions applicable to all members of this channel

All the posts are for education and learning purposes only.

For Long Term Investors

Focus on individual stocks and not on MARKETS, as you All must have also observed in BULL MARKET also some stocks are falling and in 🐻BEAR MARKET also some stocks are GOING ⬆️ UP

So Markets Always Rewards

Good companies
With Good Management
Companies doing Capex
When capex comes in play and Numbers & Profits 📈 increases
Sentiments always Play a Big Role

JM Financial on Chemical sector -

Breaking down the Indian RoCE advantage

SRF | BUY | TP 3,245

UPL | BUY | TP 880

PI Industries | BUY | TP 4,250

Deepak Nitrite | BUY | TP 2,535

Clean Science | BUY | TP 1,995

Navin Fluorine | BUY | TP 5,665

Fine Organics | SELL | TP 3,135

Galaxy Surfactants | HOLD | TP 2,685

Aether Industries | BUY | TP 1,110

Anupam Rasayan | HOLD | 1,080

Archean Chemicals | BUY | TP 735

Tatva Chintan Pharma Chem | HOLD | TP 1,530

India Pesticides | HOLD | TP 200

Our favorite stocks are in Bold

VEDANTA Demerger

First Promoter Increases stake from 50% to 70%.

Dividend paid during last 2 years Rs 162 Per share

Dividend for additional 20% stake Rs 12,000 Cr

Total Loan outstanding is
Rs 70,000 Cr

Total dividend payout is
Rs 67,000 Cr

In last month Promoter sold 5% stake.

DEMERGER :


Why FII and DII continuously selling in last 2 years

Retail shareholder up from 6 lacs to 15 lacs in last 2 years

Why Dividend payout ratio suddenly increases after 20% stake hike?

Why They didn’t pay loan and took huge dividend?

Why they sold 5% stake (If they thought demerger will create wealth)?

Why some of the Marketing Agency asked influencers for positive paid tweets about company?

Do you still want to buy Vedanta??

Will it create VALUE OR It would loose its charm only Time would tell......

US 10years Bond Yield Hits Nearly 16-year High

Negative on MACRO Front

US 10 Year Government Bond Yield increased to a nearly 16-year high of 4.6889%

NIFTY

19405

DEEPAK FERTILISERS: GOVT MAY IMPOSE ANTI-DUMPING DUTIES ON IMPORT OF ISOPROPYL ALCOHOL FROM CHINA- ET

DEEPAK FERTILISERS: CO FILED AN APPLICATION TO INVESTIGATE DUMPING INCIDENT

DYNAMATIC TECH

FRESH ATH 4680

668 To 4680 💚

✅ 7x Done ✔️ Till Now ✅

Longway to Go

Dynamatic Technologies rising on Sunrise sector like Aerospace and Defense sector


🔅The hydraulic gear pumps manufacturer has been Increasing it's focus on the defence and aerospace businesses which has been in focus.

🔅This industrial products manufacturer has been jacking up focus on defence and aerospace businesses, both of which have been celebrity sectors lately.

🔅Shares of Dynamatic Technologies have generated a return of close to 40 percent in the past three months. In the last three years, the scrip has skyrocketed to almost 500 percent.

🔅Dynamatic Technologies is the world's largest manufacturer of hydraulic gear pumps and has a leadership position in this market for over 45 years.
It is also a Tier I supplier to global aerospace original equipment manufacturers (OEMs), such as Airbus SE, Bell Helicopter, Boeing Company, Hindustan Aeronautics Limited (HAL), GKN Aerospace and Spirit Aerosystems.
It operates in three business segments: Aerospace, Hydraulics, and Metallurgy.

🔅Despite global supply-chain constraints, the company has registered a decent growth of 20 percent year on year (YoY) in the March 2023 quarter, at Rs 119.4 crore, thanks to the strong demand for commercial jetliners.
Even on a YoY basis, the aerospace segment clocked a 21 percent sales growth, led by a strong commercial order book and supply-chain improvements.

🔅Airbus, which is one of the leading global aircraft manufacturers, is a marquee client of Dynamatic Technologies.

🔅The company is successfully associated with Airbus in the A330 long-range aircraft variant programme, said Vinit Bolinjkar, Head of Research, Ventura Securities.
The supplier to aerospace OEM is also focused on developing capabilities in large aero-structural assemblies, composites and high precision aero-structure designing and manufacturing, going ahead.

🔅The company has delivered over 7,000 aircraft sets till date and is working closely with Spirit Aero Systems for the re- design of the Flap Track Beam with a Monolithic structure. It is a single source supplier of flap track beams in the world, highlighted Bolinjkar.
“The rise in contribution of the aerospace segment to Dynamatic Technologies' total revenue -- from 15 percent in FY15 to 33 percent in FY23 -- is a significant growth trend, indicating that the segment has experienced substantial expansion and has become a more substantial part of the company's overall business,” Bolinjkar pointed out.

🔅He also pointed out that commercial deliveries and ramp-up of parts of F-15EX Eagle and Escape Hatch Doors for A220 aircraft is anticipated to start from the coming quarters. This will contribute to the top line and new business opportunities.

Jacking up focus on defence biz

🔅A larger view is that with global chain issues getting resolved, a strong order book by major aircraft producers will drive both defence and commercial demand.
Meanwhile, the defence ministry is planning to rope in domestic players to set up repair and overhaul facilities for Western-origin aircraft, as part of the 'Make-in-India' initiatives.

🔅Several market participants see the Maintenance, Repair & Overhaul (MRO) of military aircraft and helicopters as a big opportunity because these platforms require regular checking and maintenance and repair work.
According to the estimate provided by ICICIDirect Research, the cost of repair and overhaul support for military platforms through their service life can be twice or thrice the initial purchase price. The brokerage firm sees Dynamatic Technologies as one of the beneficiaries since it is already involved in manufacturing aircraft and helicopters.

🔅In March, seasoned investors Sunil Singhania and Madhusudan Kela had invested in the company.

🔅The company successfully raised Rs 130 crore through a preferential allotment of equity shares during the end of FY23. Dynamatic Technologies has utilised the fund-raise proceeds in April for the repayment of debt and optimisation of balance sheet, the company said in its latest investor presentation.

🔅The fund infusion would support the company's deleveraging efforts, said India Ratings & Research, a Fitch Group company.
Dynamatic Technologies further intends to trim its high-cost long-term debt through divestment proceeds from the Windfarm land.
The company's total debt, excluding lease liabilities, was Rs 610 crore at the end of nine months in FY23, with a term debt of Rs 360 crore. The credit ratings agency expects the company's balance sheet to deleverage in FY24-25, with the equity infusion an improvement in operations and the likely materialisation of asset monetisation.

Deepak Nitrite CEO Maulik Mehta says:-

Demand has been weak until September China has been weak
Dumping from China continues

Not a very bullish commentary from Deepak Nitrite!

NAVNEET EDUCATION

Fresh 52wk High yesterday

Already up 60%

105 To 165 💚

Cmp - 165.80

🔅Navneet Education Primarily into manufacturing and trading of education books, reference books, technical & professional books in paper form and e-learning form, and also paper and non-paper based stationery products.

🔅 Dominant market share of ~65%

🔅Company is amalgamating Genext Students Private Limited and demerging Edtech business of Navneet Futuretech Limited into Navneet Education Limited

🔅Recently sold land in Ahmedabad

🔅Low DE ratio of 0.25x

🔅Div yield - 1.56%

🔅Promoters holds - 63.31%
DII - 11.15% and
FII - 3.36%.

ON RADAR

Vinyas Innovative Technologies

Ipo price - 165

Lot size - 800

https://www.vinyasit.com/

Interesting company

Tying to get more data & understanding bussiness