Rain Inds Q4 FY21 Update
GOOD NUMBERS
REVENUE # 3000crs v/s 2897crs(YoY) & 2640crs (QoQ)
EBIDTA margin at 21.1% v/s 19.3% (YoY) & 18.2% (QoQ)
PAT # 215crs v/s 205crs (YoY) & 115crs (QoQ)
Net Debt @ $900mn. $19mn spent out of the $47mn capex.
GOOD NUMBERS
REVENUE # 3000crs v/s 2897crs(YoY) & 2640crs (QoQ)
EBIDTA margin at 21.1% v/s 19.3% (YoY) & 18.2% (QoQ)
PAT # 215crs v/s 205crs (YoY) & 115crs (QoQ)
Net Debt @ $900mn. $19mn spent out of the $47mn capex.
Do you guys want to know Key Takeaways from Mastek Management Concall and why will it be multibagger?
Anonymous Poll
97%
Yes , I want to Read and Learn
3%
No , I don't want to Read and Learn
https://wealthcreatures.com/2020/03/30/mastek/
❇️ MASTEK ❇️
Hits NEW ALL TIME HIGH
1⃣6⃣8⃣0⃣ 🎯🎯
1st Reco @ 169 on 30th MARCH'20 & Multiple Times @ 700/1000/1200 also
🔆 In just 13 months 169 TO 1680 ♨️ ( 1000% Almost)
🔆 10X RETURNS IN JUST 13 Months
🔆 LONG WAY TO GO
CONVICTION#FUNDAMENTALS#
CONFIDENCE TO BUY WHEN BLOODBATH# WEALTHCREATURE
Stay Tunned Many Such Ideas 💡 coming
❇️ MASTEK ❇️
Hits NEW ALL TIME HIGH
1⃣6⃣8⃣0⃣ 🎯🎯
1st Reco @ 169 on 30th MARCH'20 & Multiple Times @ 700/1000/1200 also
🔆 In just 13 months 169 TO 1680 ♨️ ( 1000% Almost)
🔆 10X RETURNS IN JUST 13 Months
🔆 LONG WAY TO GO
CONVICTION#FUNDAMENTALS#
CONFIDENCE TO BUY WHEN BLOODBATH# WEALTHCREATURE
Stay Tunned Many Such Ideas 💡 coming
WealthCreatures
MASTEK
CMP – 169MARKET CAP – 430 crBOOK VALUE – 28852wk HIGH/LOW – 508/1665 Year HIGH/LOW – 644/105FACE VALUE – 5DIVIDEND YIELD – 4.75%Trading at very Attractive …
Wealthcreatures.com
Two of our Reco Stocks Getting Ready for 10x in next few months. We expecting # 20x/25× within 1.5 to 3 years
Had given indication before 7 days
1st # Deepak Nitrite # Already 11x
2nd # MASTEK # 10x
1st # Deepak Nitrite # Already 11x
2nd # MASTEK # 10x
MASTEK # CONCALL & INVESTOR PRESENTATION
"In 5 years, it took the Mastek to get first 10 million+ deal and then in next 1 year the company got two of those."
Here are the concall highlights 😃
Overview
- 42% YoY growth rate because of the order book growth which was 70 to 80% more than the revenue
- Synergy of evosys and mastek will lead to more growth.
- Completely focused on digital cloud space which is growing the fastest.
- Added enough people in leadership and skillset.
- Company has clarity about the strategy and future acquisition.
- Lot of work rhe company is in is related with government and is about security.
- Signed with 25 million + pound deal with an existing customer.
- Signed a new logo for a long term engagement which became the fastest 10 million pound engagement in 6 months.
- Company is engaged with NHS in UK.
- Order book grew almost by 90%.
- Public sector grew by 35%.
- Company has bids which are in the pipeline which are more than 35 million pounds each.
- Company has partnered in the digital space with a Japanese company (HQ in UK)
- Cloud capability and cloud space is the focus.
- Company has entered into 3 large deals in UK Healthcare.
- Company has acquired first customer in local government space.
- The company wants to understand the market and develop itself in it coz the potential is huge.
- Record number of new contracts came in US business
- Growth in the coming times: most of them are 8n the retail space which have a significant IT wallet.
- Cross industry cooperation and competition is becoming real
- There is a higher demand of touch less retail space
North America business :
- Focus to increase business in North America.
- Continued to inves in America by doubling the employees
- No. Of customers are much more sizeable in North America
- Growth is targeted towards Healthcare & lifesciences manufacturing and retail.
- Revenue is still about 20% from US. Aim is to have a similar growth which the company has thus quarter.
- Focus is towards doubling if order book is US.
"In 5 years, it took the Mastek to get first 10 million+ deal and then in next 1 year the company got two of those."
Here are the concall highlights 😃
Overview
- 42% YoY growth rate because of the order book growth which was 70 to 80% more than the revenue
- Synergy of evosys and mastek will lead to more growth.
- Completely focused on digital cloud space which is growing the fastest.
- Added enough people in leadership and skillset.
- Company has clarity about the strategy and future acquisition.
- Lot of work rhe company is in is related with government and is about security.
- Signed with 25 million + pound deal with an existing customer.
- Signed a new logo for a long term engagement which became the fastest 10 million pound engagement in 6 months.
- Company is engaged with NHS in UK.
- Order book grew almost by 90%.
- Public sector grew by 35%.
- Company has bids which are in the pipeline which are more than 35 million pounds each.
- Company has partnered in the digital space with a Japanese company (HQ in UK)
- Cloud capability and cloud space is the focus.
- Company has entered into 3 large deals in UK Healthcare.
- Company has acquired first customer in local government space.
- The company wants to understand the market and develop itself in it coz the potential is huge.
- Record number of new contracts came in US business
- Growth in the coming times: most of them are 8n the retail space which have a significant IT wallet.
- Cross industry cooperation and competition is becoming real
- There is a higher demand of touch less retail space
North America business :
- Focus to increase business in North America.
- Continued to inves in America by doubling the employees
- No. Of customers are much more sizeable in North America
- Growth is targeted towards Healthcare & lifesciences manufacturing and retail.
- Revenue is still about 20% from US. Aim is to have a similar growth which the company has thus quarter.
- Focus is towards doubling if order book is US.
SHORT SUMMARY ON MASTEK :
Confident of continued growth momentum in fy22
Added 45 new clients in Q4
Total client-639
12mnths order Backlog of 1130cr up 19.4% qoq!!! Up 44% yoy
Cash-849cr(I'm wishing for Evosys kind of acquisition 🙂)
Ebitda margin of 21.2%
Confident of continued growth momentum in fy22
Added 45 new clients in Q4
Total client-639
12mnths order Backlog of 1130cr up 19.4% qoq!!! Up 44% yoy
Cash-849cr(I'm wishing for Evosys kind of acquisition 🙂)
Ebitda margin of 21.2%
Wealthcreatures.com
💎LAURUS LABS 💎 🎯GAVE MANY TIMES NEAR 1000 MADE ALL TIME HIGH OF 1500++ NOW SPLIT IN RS.2 FV. 🎯CMP - 297 🎯BEST ACCMULATION ZONE # 250 - 280 🎯SUPPORT @ 265/250 🎯THIS HAS POTENTIAL TO GIVE 2X RETURNS IN NEXT 12 TO 18 MONTHS AND 3X/4X IN NEXT 2.5 TO 3YEARS…
One of our Favourite pick
Steller numbers
Consistent performance
Conviction pick for longterm
Steller numbers
Consistent performance
Conviction pick for longterm
Wealthcreatures.com
LINCOLN PHARMA Only for Patience Holder Investment pick CMP - 240 ADD ON DIPS NEAR SUPPORT support @ 229/220 Promotors cont. Buying from open mkt. Good product line up TEST LEVELS # 300/400/500/600++ TF - 6/12/18/24 MONTHS S/L - 190 on closing…
On RADAR
LINCOLN PHARMA
Once closed above 300 - 310 Clean & Big upmove coming
Debt Free#Promotors increasing stake#Expansion #Resonable Valuation# Good Q4 numbers Expexted#
still Those Not Added you know
How our Patience holders picks when blast performs
Just check
Makers Lab # Kabra Ext#
LINCOLN PHARMA
Once closed above 300 - 310 Clean & Big upmove coming
Debt Free#Promotors increasing stake#Expansion #Resonable Valuation# Good Q4 numbers Expexted#
still Those Not Added you know
How our Patience holders picks when blast performs
Just check
Makers Lab # Kabra Ext#
Wealthcreatures.com
On RADAR LINCOLN PHARMA Once closed above 300 - 310 Clean & Big upmove coming Debt Free#Promotors increasing stake#Expansion #Resonable Valuation# Good Q4 numbers Expexted# still Those Not Added you know How our Patience holders picks when blast performs…
LINCOLN PHARMA
270
BUYING OPPORTUNITY
270
BUYING OPPORTUNITY
ADVANCED ENZYMES
MEDIUM TERM BLASTER
CMP - 395
ACCMULATION ZONE - 370 TO 395
SUPPORT@ 370/355
Test LEVELS # 440/480/525/600++
TF - 2/3/4/6/9 MONTHS
SL - 340 on closing basis or As per Risk
MEDIUM TERM BLASTER
CMP - 395
ACCMULATION ZONE - 370 TO 395
SUPPORT@ 370/355
Test LEVELS # 440/480/525/600++
TF - 2/3/4/6/9 MONTHS
SL - 340 on closing basis or As per Risk
Wealthcreatures.com
SLOW 🐌 🦥 SAFE & STEADY MOVER WIPRO CMP - 405 TODAYS LOW- 404.30 SUPPORT @ 390/370 TRY TO ADD MORE NEAR SUPPORT PURE INVESTMENT PICK ONLY RESISTANCE 445/460 ONCE CLOSE ABOVE 460 WE CAN SEE 500/600/700/777/800++ TF - 18 TO 24 MONTHS S/L - As…
WIPRO
4% 💚💚
SAFE PLAYER BET
NEW 52WK HIGH # 510
22% Up in 1.5 Month
Timing#Conviction#Bought on panic
4% 💚💚
SAFE PLAYER BET
NEW 52WK HIGH # 510
22% Up in 1.5 Month
Timing#Conviction#Bought on panic
https://wealthcreatures.com/2021/04/18/morepen-labs-future-multibagger-upto-5x-potential-upmove/
🎯MOREPEN LABS 🎯
NEW HIGH # 63
39 TO 63 💣💣
60% UP in just 8 days
TIMING # CONVICTION #OPPORTUNITY
LONG WAY TO GO
🎯MOREPEN LABS 🎯
NEW HIGH # 63
39 TO 63 💣💣
60% UP in just 8 days
TIMING # CONVICTION #OPPORTUNITY
LONG WAY TO GO
WealthCreatures
MOREPEN LABS – Future Multibagger upto 5x Potential upmove
Cmp – 39 Market Cap – 1750cr Face value- Rs.2 Book Value – 6.75 52wk High/Low – 41.75/13.80 5 years High/Low – 44.45( jan 2018)/7.20( March’20) ROE – 12.50…
ALL DIPS ARE BUYING OPPORTUNITIES
CONCENTRATE ON I.T STOCKS --- NXT LEG OF RALLY TO START SOON
I.P.C STOCKS --- SEARCH FOR OUR TOP PICKS
CONCENTRATE ON I.T STOCKS --- NXT LEG OF RALLY TO START SOON
I.P.C STOCKS --- SEARCH FOR OUR TOP PICKS
Wealthcreatures.com
SEQUENT SCIENTIFIC LOOKING GOOD CMP - 185 TEST LEVELS # 201/210/222++ Longterm # 300/333++ SUPPORT@179/175 Add more near Support S/L - 3% Below support Levels on cbsl. Disc - Study before investing.All views expressed are personal and only for educational…
SEQUENT SCIENTIFIC
5% 💚💚
New 52wk High # 310
185 To 310 Till Now 🎯🎯
LONGTERM TARGET COMING IN SHORT TERM ONLY
Revised Test Levels # 333/360/400++
5% 💚💚
New 52wk High # 310
185 To 310 Till Now 🎯🎯
LONGTERM TARGET COMING IN SHORT TERM ONLY
Revised Test Levels # 333/360/400++
Wealthcreatures.com
WIPRO 4% 💚💚 SAFE PLAYER BET NEW 52WK HIGH # 510 22% Up in 1.5 Month Timing#Conviction#Bought on panic
One can Still Add Wipro at cmp & on all Dips
CMP - 499
SUPPORT @ 475/460
566 - 579 -610 - 666 - 699 - 710 -777
Coming slow & Steadily
PATIENCE IS THE KEY 🔑
CMP - 499
SUPPORT @ 475/460
566 - 579 -610 - 666 - 699 - 710 -777
Coming slow & Steadily
PATIENCE IS THE KEY 🔑
Wealthcreatures.com
LTTS # 2547 STRONG SUPPORT @ 2480 LTI # 3920 Support @ 3750 STRONG SUPPORT@ 3600
LTTS
5% 💣💣
2760
GETTING READY FOR NEW ALL TIME HIGH
STAY TUNNED
5% 💣💣
2760
GETTING READY FOR NEW ALL TIME HIGH
STAY TUNNED
Wealthcreatures.com
VALIANT ORGANIC CMP - 1250 LOW - 1246 SUPPORT @ 1230 Keep on adding on Dips Would Test Patience ONCE CLOSE ABOVE 1325 CLEAN UPMOVE POSSIBLE After Q4 numbers expecting upmove Last time reco @2800 went one way till 3900++ Recently company announce…
VALIANT ORGANIC
Blasting 5% 💣💣
1589
1750/1825++ coming Soon
Blasting 5% 💣💣
1589
1750/1825++ coming Soon
Wealthcreatures.com
OUR SLEEPING LION DEEPAK NITRITE TRYING TO COME OUT OF CONSOLIDATION ZONE of 1490 - 1625 ONCE CLOSED AVOVE 1630 & CLOSED WLD TURN BULLISH. ABOVE 1630 WOULD TRY TO CROSS 1670/1725 & above 1726 close clean upmove for new All Time High
DEEPAK NITRITE
LION IS ROARING 🦁🦁🦁🦁
NEW 52WK HIGH
ALL TIME HIGH
1900+++
LION IS ROARING 🦁🦁🦁🦁
NEW 52WK HIGH
ALL TIME HIGH
1900+++
Wealthcreatures.com
Photo
STOCK READY FOR BIG UPMOVE
COMING AT GOOD BUYING ZONE
IT HAD ALREADY GIVEN 5X RETURNS from our 1st Reco Rate
COMING AT GOOD BUYING ZONE
IT HAD ALREADY GIVEN 5X RETURNS from our 1st Reco Rate
Wealthcreatures.com
#InvestmentPick #NaharPoly CMP 107 SL 81 DCB Target levels : 125/150/200
Nahar Poly
Close to Upper Circuit.
Patience is 🔑 to create wealth.
Close to Upper Circuit.
Patience is 🔑 to create wealth.