Author: phoenixcapindia

Stock Ideas

SATIA INDUSTRIES- PAPER PROFITING FROM PAPER

CMP- 142 Market Cap- 1,400 cr Industry- Paper Manufacturing Business Overview Satia Industries Limited (SIL), is one of the largest Wood and Agro-based paper manufacturers in India. SIL was incorporated by Dr. Ajay Satia in 1980. The company started producing paper in 1984 with a tiny capacity of 4,950 MT per annum. Over the years, as the company grew its manufacturing operations. The plant facility … Continue reading SATIA INDUSTRIES- PAPER PROFITING FROM PAPER

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Stock Ideas

LG Balkrishnan & Bros– Riding on the two wheeler boom

Market Cap- 2,350 cr CMP-750                                                 Business Overview LGB, one of the leading industries in South India was established way back in 1937. Started with a fleet of 250 buses, LGB grew into India’s leading Roller chain manufacturer mainly catering to the ever growing 2 wheeler space. Since then the company has come a long way, keeping pace with the latest technological advancement and meeting customer … Continue reading LG Balkrishnan & Bros– Riding on the two wheeler boom

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Stock Ideas

AEGIS LOGISTICS- Gearing for Growth

Market Cap– 9,050 cr CMP– 255 Business Overview Aegis Logistics (AGIS) is a leading gas logistics player in India with two main divisions –Gas and Liquids. While the Gas division is its main growth driver, the Liquids division provides the company with steady cash flows. Gas Logistics Division (~75% of EBITDA: ~6% sourcing, 58% logistics, 11% distribution). Its three main business activities under the Gas … Continue reading AEGIS LOGISTICS- Gearing for Growth

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Stock Ideas

GLOBUS SPIRITS

Market Cap- 2,900 cr CMP- 1,007 Business Segments Manufacturing Segment Bulk Alcohol: Backbone of the 360 degree business model. Globus is the largest grain based Extra Neutral Alcohol (ENA) manufacturer in India with a capacity of 19.5 cr litres. FY21 capacity was 16 cr ltrs Reputed IMFL players are major customers for Bulk Alcohol. Presence in Rajasthan, Haryana, Bihar and West Bengal. Franchisee Bottling: Strong … Continue reading GLOBUS SPIRITS

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Stock Ideas

AUTOMOTIVE AXLE- Perfect Proxy to Economic Recovery

Cmp – 1,700 Market Cap – 2,600 cr Industry – Auto Ancillaries Business Overview Automotive Axle Limited (AAL) is a joint venture of Kalyani Group and Meritor Inc., USA. It has its manufacturing facility at Mysore (Karnataka) and is the largest independent manufacturer of Rear Drive Axle Assemblies in India. The company has also expanded its footprints in North India with its plants at Pantnagar, … Continue reading AUTOMOTIVE AXLE- Perfect Proxy to Economic Recovery

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Business updates

Indiabulls Real Estate Q4FY22 Update

Find the detailed note on this link Business Highlight Indiabulls Real Estate has a presence in Residential real estate development from affordable to Premium and Uber-Luxury space. It mainly focuses on the construction and development of residential commercial and SEZ projects across the Indian metro cities. Geographically, the company’s strategic focus is in key markets of MMR and NCR region. Q4 FY22, Pre-sales of ₹ … Continue reading Indiabulls Real Estate Q4FY22 Update

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Business updates

Kolte-Patil Developers Limited Q4FY22 Update

Find the detailed note on this link Business Highlight Kolte-Patil Developers ltd is in real estate business (Residential and Commercial) with dominant presence in the Pune and growing presence in Mumbai and Bengaluru. Mumbai and Bengaluru contribution was 32% in FY22. Highest Ever Sales Value of ₹ 1,739 crore recorded in FY22, up 45% YoY. Highest Ever Mumbai Sales Value of ₹ 450 crore in … Continue reading Kolte-Patil Developers Limited Q4FY22 Update

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Business updates

SBI Q4FY22 Update

Find the detailed note on this link Business Highlight SBI is a fortune 500 company, an Indian Multinational, Public Sector banking and financial services statutory body headquartered in Mumbai. India’s largest and oldest Bank with over 200 years of history. Bank has registered its Highest Quarterly Net Profit of ₹ 9,114cr in Q4 FY22, witnessing a growth of 41% YOY. Net profit for FY22 grew … Continue reading SBI Q4FY22 Update

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Business updates

Chemplast Sanmar Q4FY22 Update

Find the detailed note on this link Business Highlight Chemplast Sanmar Ltd is a major manufacturer of Specialty Chemicals such as Specialty Paste PVC resin and Custom Manufactured Chemicals for the agro-chemical, pharmaceutical and fine chemicals sectors. It also produces other chemicals such as Caustic Soda, Chlorochemicals, Hydrogen Peroxide, Refrigerant gas and Industrial Salt. 10% increase in Suspension PVC capacity through debottlenecking is expected to … Continue reading Chemplast Sanmar Q4FY22 Update

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Business updates

Canara Bank Q4FY22 Updates

Find the detailed note on this link Business Highlight Canara Bank was founded in 1906 in Mangalore, and its segments include Treasury Operations, Retail Banking Operations, Wholesale Banking Operations and Other Banking Operations. CASA Deposits increased by 11.52%. Savings Bank deposits grew by 12.22%. CRAR stood at 14.90% as of Mar-2022, out of which Tier-1 is 11.91% and Tier-2 is 2.99%. Fee-based income grew by … Continue reading Canara Bank Q4FY22 Updates

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