Wealthcreatures.com
https://www.keynotecapitals.com/wp-content/uploads/2024/08/Initiating-Coverage-Report-Deepak-Fertilisers-and-Petrochemicals-Ltd.pdf
Report on Deepak Fertlizer
Target —> 2132
Target —> 2132
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Keynote Capitals initiated coverage on Deepak Fertilisers and Petrochemicals Ltd.
(DFPCL) with a BUY rating and a target price of Rs. 2,132 (+98%).
The basis for the target price is the company's capacity expansion in TAN and nitric acid, backward integration into ammonia, and favorable macro trends.
The valuation is ascribed an EV/EBITDA multiple of ~10 times, with expected improvement in gross margins from ~32% in FY24 to ~36% in FY27 and EBITDA margins to increase from ~15% to ~20% over the same period.
(DFPCL) with a BUY rating and a target price of Rs. 2,132 (+98%).
The basis for the target price is the company's capacity expansion in TAN and nitric acid, backward integration into ammonia, and favorable macro trends.
The valuation is ascribed an EV/EBITDA multiple of ~10 times, with expected improvement in gross margins from ~32% in FY24 to ~36% in FY27 and EBITDA margins to increase from ~15% to ~20% over the same period.
Wealthcreatures.com
P N GADGIL Days Low @ 695 Opportunity for fresh ATH
PN PADGIL
Yeh Navratri/Diwali & Wedding season mein Rukhega nahi
Yeh Navratri/Diwali & Wedding season mein Rukhega nahi
Wealthcreatures.com
On Radar Agajn SPORTKING 900 To 1590 Now Trading 1:10 Split CMP - 124 Support @114/105 Expecting Good Q2 & Q3 numbers Shld do well in coming Few Qtrs
Sportking
Today’s Low @ 111.70
Strong support @ 105/100 zone
Expecting Good Q2 numbers
It has already moved from 750-800-900 zone To 1590 zone
Than have split to Fv of 1
Shld do well in next 4 to 6 Qtrs
Today’s Low @ 111.70
Strong support @ 105/100 zone
Expecting Good Q2 numbers
It has already moved from 750-800-900 zone To 1590 zone
Than have split to Fv of 1
Shld do well in next 4 to 6 Qtrs
👍2
Wealthcreatures.com
HFCL After hitting 52wk High of 160 Showing good support @ 140-144 zone Today’s Low @149 CMP - 153-153 Shld Do well in next 1-2-3-4 Qtrs Keep on Radar
HFCL
Takes a Quantum Leap in Defence Technology with General Atomics Aeronautical Systems Incorporated, USA Partnership.
We can see Good move Tomm
Takes a Quantum Leap in Defence Technology with General Atomics Aeronautical Systems Incorporated, USA Partnership.
We can see Good move Tomm
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https://www.bseindia.com/xml-data/corpfiling/AttachLive/18d98fb6-1f39-4b65-99c3-c18e00a94957.pdf
Inox Wind Limited (IWL) has signed a consortium agreement with banks for ~ Rs 2,200 cr facilities, led by ICICI Bank and other private and foreign banks.
The limits have been sanctioned without corporate guarantees by group companies, reflecting confidence in the company's financial strength.
This arrangement vacates prior corporate guarantees from Gujarat Fluorochemicals Ltd.
Inox Wind Limited (IWL) has signed a consortium agreement with banks for ~ Rs 2,200 cr facilities, led by ICICI Bank and other private and foreign banks.
The limits have been sanctioned without corporate guarantees by group companies, reflecting confidence in the company's financial strength.
This arrangement vacates prior corporate guarantees from Gujarat Fluorochemicals Ltd.
❤1👍1
Wealthcreatures.com
ONLY FOR PATIENCE HOLDER OPTIEMUS INFRA CMP - 147 Add at cmp & on Dips Near 130/120 zone SUPPORT @ 125 Market Cap - 1264cr Face value - 10 Book Value - 41 Company has Tied up with MNC Giant Wistron For mobile 📱 Manufacturing under PLI scheme…
Optiemus Infra
Fresh ATH
759
Waiting for 1000/1500+
Fresh ATH
759
Waiting for 1000/1500+
👍1🔥1
Wealthcreatures.com
P N GADGIL Days Low @ 695 Opportunity for fresh ATH
PN GADGIL
8% boom 💥
800
Watch out for close above 850 in coming days
Festival season coming
8% boom 💥
800
Watch out for close above 850 in coming days
Festival season coming
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Wealthcreatures.com
Emami Realty Available @ 103 Near support zone
Emami Realty
125 💚
125 💚
KRN Heat Exchanger IPO
Proxy to Air conditioning Industry
Objects of the issue :
Capex expansion
Proceeds of the funds will be utilized for setting up a new manufacturing facility at Neemrana, Alwar, Rajasthan. Co plans for manufacturing bar and plate heat exchanger, oil cooling with blower, motor and roll band evaporator.
Company details:
✴️Company is a OEM supplier for the Heat Ventilation Air Conditioning & Refrigeration (HVAC&R) sector & specializes in manufacturing fin and tube-type heat exchangers made primarily from copper and aluminum.
✴️Industrial uses - air conditioning, cooling equipment, data cooling centers, railways/metros,etc
✴️As of Mar 2024, company had a supplier base of over 510 suppliers, diversified across geographies ✅
✴️No other listed company engaged in this similar line of business.
Top clients :
✴️Daikin Air-conditioning
✴️ Schneider Electric
✴️ Blue Star
✴️ Frigel Intelligent Cooling Systems
✴️Kirloskar Chillers
Financial highlights :
✴️Revenue grows @ 25% CAGR over the last 3 years.
✴️PAT grows @ 54% CAGR over the last 3 years.
✴️ROE - 40.86% , ROCE - 31.21%
✴️ Export revenues growing at a CAGR of 44.71% over
the last 3 years.
At upper price band , PE comes around 26
Risk factors :
✴️ Revenue concentration risk
Top 10 customers contribute 72%
Top 5 customers contribute 55%
Single customer(Daikin) - 33%
✴️ No long-term agreement with their clients. Hence, if any customers move to other vendors, then co at financial risk
✴️Company heavily dependent on overseas suppliers for its raw materials. Any change in govt policies or geopolitical issues will have adverse impacts
Conclusion : -
Company into good futuristic sector and as of now, they are the only listed player in this field. The need for Air-conditioning will rise in the coming years to come.
IPO proceeds is utilized for investing in setting up a plant for forward integration aimed at addressing the growing needs of railways for their electric engines, compressors manufacturers and refrigerator manufacturing companies.
Small company with very good potential growth in the coming years.
Must apply ipo for listing gains and also for growth as good capex planned
Proxy to Air conditioning Industry
Objects of the issue :
Capex expansion
Proceeds of the funds will be utilized for setting up a new manufacturing facility at Neemrana, Alwar, Rajasthan. Co plans for manufacturing bar and plate heat exchanger, oil cooling with blower, motor and roll band evaporator.
Company details:
✴️Company is a OEM supplier for the Heat Ventilation Air Conditioning & Refrigeration (HVAC&R) sector & specializes in manufacturing fin and tube-type heat exchangers made primarily from copper and aluminum.
✴️Industrial uses - air conditioning, cooling equipment, data cooling centers, railways/metros,etc
✴️As of Mar 2024, company had a supplier base of over 510 suppliers, diversified across geographies ✅
✴️No other listed company engaged in this similar line of business.
Top clients :
✴️Daikin Air-conditioning
✴️ Schneider Electric
✴️ Blue Star
✴️ Frigel Intelligent Cooling Systems
✴️Kirloskar Chillers
Financial highlights :
✴️Revenue grows @ 25% CAGR over the last 3 years.
✴️PAT grows @ 54% CAGR over the last 3 years.
✴️ROE - 40.86% , ROCE - 31.21%
✴️ Export revenues growing at a CAGR of 44.71% over
the last 3 years.
At upper price band , PE comes around 26
Risk factors :
✴️ Revenue concentration risk
Top 10 customers contribute 72%
Top 5 customers contribute 55%
Single customer(Daikin) - 33%
✴️ No long-term agreement with their clients. Hence, if any customers move to other vendors, then co at financial risk
✴️Company heavily dependent on overseas suppliers for its raw materials. Any change in govt policies or geopolitical issues will have adverse impacts
Conclusion : -
Company into good futuristic sector and as of now, they are the only listed player in this field. The need for Air-conditioning will rise in the coming years to come.
IPO proceeds is utilized for investing in setting up a plant for forward integration aimed at addressing the growing needs of railways for their electric engines, compressors manufacturers and refrigerator manufacturing companies.
Small company with very good potential growth in the coming years.
Must apply ipo for listing gains and also for growth as good capex planned
Wealthcreatures.com
Deepak Fertlizer Yesterday Low - 955-957 Today’s Low - 958.30 shakeout of weak hands 🙌
Deepak Fertlizer
1070
Watch out for close above 1075-1080 zone for Fresh ATH OF 1124 to be crossed 🔜
Expecting —->> 1200~1400~1650~1800~2000~2400~3000+
Slow & steadily as capex comes in play 2024 To 2026
1070
Watch out for close above 1075-1080 zone for Fresh ATH OF 1124 to be crossed 🔜
Expecting —->> 1200~1400~1650~1800~2000~2400~3000+
Slow & steadily as capex comes in play 2024 To 2026
Wealthcreatures.com
Optiemus Infra Fresh ATH 759 Waiting for 1000/1500+
Optiemus infra
Fresh ATH
790
Fresh ATH
790