SUNDAY RESEARCH STUDY 📚 📖

I am Searching For Companies
Which are Trading at 20-25 P.E and where Management has Guided for 50% to 100% ➕Revenue Growth and if Ebidta wld also increased due to Effecient Management would be Great And if FII Or promotors also Increasing stake than this would be icing on Cake

Expansion in PAT Growth gives super Duper earnings

It takes lots of Time in such Research ( Try Urself also )
Not 1/2/7 days Work
And than having conviction

I am avoiding companies that are Trading at 100 P.E & Management Giving 50%/100%➕ Guidance —-> As any misses in Guidance would Hit you very Very Hard on stock price

Bajaj Housing Finance (BHFL) -

Valuation Check

At IPO price, market cap will be at Rs. 58k Cr. IPO is valued at P/Bx of 3.2x

Other large size peers like LIC Housing, PNB Housing, Canfin Housing are available at P/B 1.3-2.7x.

Smaller players like Aadhar, Aavas, Aptus and Home Finance are available at range of 3.3x to 4.8x.

Last 3 years growth - AUM growth of 31% CAGR over FY22-24 with 56% PAT CAGR

BHFL has lowest GNPA & NNPA in the industry (best asset quality)

So, considering all parameters - its presence in housing finance & other financing space, its superior growth, and best operational metrics along with Top class proven Promoters - BHFL will attract Premium Valuations on listing an going forward also

On Radar

EFCIL

cmp - 504

Market cap - 2510cr

52wk High/Low - 618/205

Support @485/430

Aggressive player can add at cmp & safe player can add near support zone

OPM - 43%

SALES GROWTH - 195%

ROE - 23.3%

ROCE - 18.8%

FY25 EPS - 14.75

FY25 Expected EPS - 29-30

Trading at forward P.E of 17-18

https://www.efclimited.in/

About company

Company working in Co - Working space :

Rise of startups
change in corporate Trends

industry will grow at a CAGR of 21% for next 5 yrs

co-working businesses will lease a commercial space.Different people can book a daily, weekly, monthly, or yearly space

Leasing of Spaces & Asset vertical

Have attached photos of New projects

What management has to say - Management has guided 100% growth in FY25

Can we can see 100% ➕Move in next 15 to 24 months in stock price too?

Disc - All views expressed are only for Educational & Study purposes only.Consult your financial advisor before investing or Taking any position based on above article

Bajaj Housing Finance

All are thinking the way IREDA Listed at 55 & went till 310

BHFL can also Run that way

On listed it can be 1.20Lac cr market cap approx ( If list at 140 zone )

No Doubt it’s a great brand
Excellent management
Very good growth
Can give good Returns in next 5 years

But if your view is Short - medium Term

Do check valuation before buying

Many stock which are richly value had taken a pause & goes in consolidation mode

Do your study before buying

EKC

Fresh 52wk High

209 💥💚

75 To 206 Done ✔️ Till Now

Still long way to go

175% 🆙 in 18 months

Emami Realty

Available @ 103

Near support zone

Shriram piston

Fresh ATH

2399 💥💚

Bajaj Housing

Superb listing

161

Almost 130% up

P/B valuation - 7.1 post listing

Check Rates on 8th August