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Shriram Properties🦋 Msumi🦧 Infibeam avenues🔥 Syncom Formulation😾 LGB Forge🦁
ОтветитьTvs supplychain share?
ОтветитьWonderful 👍
ОтветитьVery very nice
ОтветитьGood job boy
Ответитьi am great fan of your portfolio sharings giving good insight depth of good stocks for future.
i appreciate your sincerity and good fundamental knowledge.
Biogen Pharma shares should be bought now.. it's only 80 Paisa per share right now it will become 20 rupees in the next 2 years buy fast and hold long term.
ОтветитьI'm never taking the chances of trading by myself again ever since I found out about professional experts who in fact are the best option to healthy trading careers. it's been just 2 months and my portfolio has almost gone through the roof
ОтветитьI will forever appreciate Mr. Branham miles. trading platform from from calls and trading strategies it helped me alot after loosing my capital, now I make profits from my everyday trades. you are a great blessing to this generation thanks alot sir
ОтветитьAny idea about Brand Concepts?
ОтветитьEKI Energy is next multibagger..
ОтветитьSir pls give us some idea in investing micro cap companies.
ОтветитьGive your review on all cargo logistics it’s a large company with cheap valuations
ОтветитьSahil some of the stocks you have mentioned are having ROE < 15%. Is it ok? Saurabh Mukherjea says we should not go for stocks with ROE less than 15%
ОтветитьVery nice explanation and technical details.
Please share your view on SBI & Union Bank stocks price for short/long term.
Hi Sahil, Expleo Solutions Ltd is good stock to consider in current valuation?
ОтветитьGravita India stock upcomming multibager pakka 😍🥳👌🔥
ОтветитьAptech
ОтветитьAvanti feeds
ОтветитьSAHIL IS VERY KNOWLEDGABLE AND PRECISE . AND CAN RELY UP ON .
ОтветитьAnalysis on integrated industries share please
ОтветитьPyramid Technoplast Ltd
Business- Pyramid Technoplast is amongst the leading manufacturers of industrial packaging products- polymer drums, metal drums and specialty product IBCs from the range of 20 litres to 1,000 litres, serving industrial customers from agrochemicals, specialty chemicals, paint industry, pharmaceutical industries, etc.
It has operations spread across seven manufacturing facilities (Silvassa and Bharuch), which are fully automated and state-of-the-art facilities.
Revenue mix Q1FY24- Polymer drums 44%, IBC 29%,
MS drums 8%, others 19% (polymer trading activities). EBITDA margin range 10-11% over the past 3 years- company has a pass-through model with a lag of one month- keeps margins stable.
As per the management, Pyramid has a ~40% market share in IBC segment (India).
Clientele- BASF India, GNFC, Galaxy Surfactants, etc. are among the top 5 clients.
Top 15 clients contribute ~30% of the total sales.
Capacity expansion- The capacities as of Q1FY24 stood at 18,837 metric tons per annum for polymer drums, 3,240 metric tons for IBCs and 3,600 metric tons for MS drums.
Pyramid has recently added 120,000 units IBC capacity, commissioned Line1 of IBC plant in July’23 at Unit 7 in Bharuch and is further spending Rs ~45-50cr for Unit 8 and Unit 9 (all segments).
The additional capacity is likely to get operational over the next 15-20 months.
Capex would be funded through internal accruals.
Asset turnover is ~5x which gives good revenue potential over the next few years with the current and expected new capacities. Current capacity utilization is ~75% across facilities.
Growth and margin drivers- General rise in consumption, expected growth in chemical industry volumes (mainly for IBC segment).
Management expects to continue to grow between 20-25% over the next 3 years. EBITDA margin is likely to improve by 100-250 bps over the same period led by high growth in IBC (IBC’s EBITDA margin is ~15% vs 9-10% in other segments) and operational leverage.
At peak capacities (current and expected), the management has guided for a revenue potential of Rs 850-900cr (FY23 revenue 480cr).
The company also does very small IBC exports to Dubai- might explore more options in the future.
Financials- Recently did an IPO of Rs 153cr (fresh issue 91cr) and repaid Rs 40cr of long-term debt (currently its debt free).
Working capital cycle is between 60-70 days (debtors ~60 days and inventory ~40 days)- likely to remain in the similar range.
Expect sufficient cash flows to fund the capex.
View- At Rs 163, mcap 602cr- we like the company as a value buy considering strong growth prospects, margin improvement possibilities, decent balance sheet and capable management.
With new capacities, the company has the potential to grow at ~20-25% over the next few years.
We like the stock from 2-3 years perspective.
👍
ОтветитьI will go for Equitas Small Finance Bank Ltd
ОтветитьSir IEL LTD kuch btao😊
ОтветитьPls do a video on Kotyark Industries if possible.
ОтветитьThanks for checking upload I'd rather trades tha stock market as a more professional I Make an average of 25000per
ОтветитьIEL Ltd k share abhi hum buy kr skte hai mam
ОтветитьEk share hai jo 25 sep ko split hua h IEL name us k bare me kuch update de dijiye plz jldi dedo
ОтветитьPlease re visit SBI CARDS broh @SahilBhadviya
ОтветитьA1
ОтветитьSir ye IEL LTD share k price k according hume kite share lene chahiye ?
ОтветитьSir ye IEL LTD share k price k according hume kite share lene chahiye kaise lena h
ОтветитьSir ye IEL LTD share k price k according hume kite share lene chahiye ?
ОтветитьSir IEL company k bare btao ?
ОтветитьEk share hai jo 25 sep ko split hua h IEL name us k bare me kuch update de dijiye
ОтветитьIEL Ltd k share abhi hum buy kr skte hai ?
ОтветитьIEL share k bare me kuch btao pls ???
ОтветитьIEL share k bare me kuch btao pls ???
ОтветитьAdding Dreamfolks, Varanium cloud, Netweb,
ОтветитьKtk bank
ОтветитьGlobus Spirits Ltd
Gateway Distriparks Ltd
Sansera Engineering Ltd
Pricol Ltd
Shankara Building Products Ltd
Equitas Small Finance Bank Ltd
Aavas Financiers Ltd
Home First Finance Company India Ltd
Sahil, Please do fundamental analysis on tilaknagar industries and SULA VINEYARDS. I am eagerly waiting for your response.
ОтветитьHello sir
Can u plz give ur expert opinion on Amara Raja batteries
Sahil bhai i am you big big fan .. i am been following you past 3 years
I have started investing 2021 bull run
I need smallundersting over my investment please help me if i am going correct way or not .i m not good in to this c a g r return
My investment 25 lakhs .
I want to invest another 10 lakh in next 2 year
I have 2 daugher both are under 4 years
I am 35 years
I want to give my kids and wife 10 crore in 20 years .
Do i have to invest more ? Becouse my duration is for 20 years only . Feom today
Investments is like this
Idfc bank
Cdsl
Elecon engineer
Utkarsh small finaance
Avlon
Gokuldas
Ikio
Kei
Laksmi machin
P i
Poona wala fincop
C e infosis
Essab
Globus spirt
Mankind parma
New gen
Persistent system
Polycab
Tata elexi
Ultra tech
I am in profit with 8 lakh .
But even i am in loss with 20 lakh still i will not sell that much confidance and reserch i have done over this company
Bro please tell me about Globus spirit.. i have bought them at 1585/- in March 2022 till then it is falling down and down.. but a few weeks back it has shifted it's gear to upside and reached 1327/- but This Modi has banned the all varieties of Rice except basmati rice export to other countries in the world. Because the rice price is getting higher and higher they don't want people to blame bjp because of the increasing price of the rice.. so for their vote bank politics they have banned the export of rice to other countries in the world.. I heard that till November 2023 this bjp will not lift the ban on rice export..
Pls tell me when will it cross the 1600/- level
What's your take on Tarson Products?
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