Heranba Industries Limited

Heranba Industries                                                                                                                        22/09/2021 Cmp – 810 Market Cap- 3,257 Cr Sector- Agro/ Speciality Chem Business Overview Present in entire value chain of agrochemicals with domestic market share of 19.5% inpyrethroid market. This gives company the required flexibility to switch between products basedon market demand-supply & pricing dynamics. Synthetic pyrethroid – Future molecule of agrochemicals Pyrethroids are cost-effective alternatives & less toxic compound as compared … Continue reading Heranba Industries Limited

Nalco – Follow Up Note

Had covered Nalco earlier when the price was Rs 50 at market cap of 9450 cr Note Link : https://phoenixcapital.home.blog/2019/05/29/nalco-a-state-owned-government-gem/ NALCO Market cap- 17,200 cr CMP- 93.5 Industry Scenario & Fundamentals Current Price 2,500 USD per ton LME price. Aluminum prices are at 3 yr high. Last quarter 2,300 USD. Last year 2,000 USD. Process of Aluminum– 3 tons of bauxite required for 1 ton … Continue reading Nalco – Follow Up Note

Indiabulls Real Estate- Turning into a Real Estate Behemoth

16th July, 2021                                                                                                                                                                      CMP – 144 Industry- Real Estate Company Overview As many readers would know, IB Real Estate will soon be merged with Embassy Group and NCLT & board merger approval is a formality that needs to be addressed. Total clarity should emerge in another 6 months, post-merger process the merged entity has some exciting future and immense fundamentals at current market cap. … Continue reading Indiabulls Real Estate- Turning into a Real Estate Behemoth

RACL Geartech- A Microcap Gem

RACL Geartech- A Microcap Gem                                                                   Cmp-135 Market Cap- 150 cr Industry- Auto Ancilliary Company Overview RACL Geartech Limited (“RACL or Company”) is one of India’s leading automotive gear manufacturers. The Company is engaged in the Business of manufacturing of Automotive Component Transmission Gears and Shafts, Sub-assemblies, Precision Machined Parts and Industrial Components. The company is expanding into sub-assemblies, industrial gears & circuit breakers. Established … Continue reading RACL Geartech- A Microcap Gem

Mazagaon Dock Shipbuilders- Atmanirbhar Defence Sector

Mazagaon Dock Shipbuilders–Atmanirbhar Defence Sector CMP- 188 Market Cap- 3,797 cr Why Buy Mazagaon A key player in nation’s defence in shipbuilding, incorporated in 1934- a Mini Ratna company undertaking construction & repair of warships, destroyers, missile boats & submarines for Indian Navy & commercial clients Capacity– 40,000 dead weight tonnage Strong Order book at 52,000 cr. OB to Sales solid at 10 times  Key … Continue reading Mazagaon Dock Shipbuilders- Atmanirbhar Defence Sector

Mayur Uniquoters

Mayur Uniquoters Market Cap_ 1200 cr CMP_262 Largest Player In Indian Synthetic Leather market scripting a turnaround available at an attractive valuations. Market leader_ in Synthetic Leather foraying into PU (Polyurethane) leather business dominated by Chinese Imports. With the recent health scare due to Corona Virus, global customers have realized the importance of non-dependence on single country for its Raw Material. China’s market share to … Continue reading Mayur Uniquoters

SBI – Potential Turnaround play in PSU Bank space

SBI CMP 325 Market Cap 2.9 lac cr Potential Turnaround play in PSU Bank space SBI is the largest state owned bank in India having an AUM of 25 lac cr market capitalization of roughly 3.2 lac cr. PSU banks have had a rough 5 odd years owing to abnormal rise in NPAS arising from mostly the 2004 to 2014 era. SBI has spent 5 years … Continue reading SBI – Potential Turnaround play in PSU Bank space

KRBL-World’s Largest Basmati Rice Player.

KRBL–World’s Largest Basmati Rice Player. CMP– 243 Market Cap– 5,720 cr Company Overview The KRBL legacy that Mittal refers to spans a century. The company, headquartered in Noida, has come a long way since it was founded in 1889 in Lyallpur (present day Faisalabad in Pakistan) by Behari Lal—Mittal’s great grandfather—and his brother Khushi Ram. Back then, it had interests primarily in cotton-spinning mills; it … Continue reading KRBL-World’s Largest Basmati Rice Player.

Bharti Airtel- An Essential Service

20/09/2020 Bharti Airtel– An Essential Service Cmp-495 Market Cap- 2,69,805 cr Industry- Telecommunications Key Events are over AGR Verdict– Bharti Airtel had already provided for the worst dues in FY20. The Supreme Court of India (SC) allowed telecom players to pay Adjusted Gross Revenue (AGR)-related dues to the Department of Telecommunications (DoT) on a staggered basis over next 10 years subject to certain conditions. The … Continue reading Bharti Airtel- An Essential Service