Top undervalued smallcap stocks in India

Top undervalued smallcap stocks in India

Sahil Bhadviya

10 месяцев назад

184,782 Просмотров

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Muthu raman
Muthu raman - 18.10.2023 03:35

Shriram Properties🦋 Msumi🦧 Infibeam avenues🔥 Syncom Formulation😾 LGB Forge🦁

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senthil kumar Sattaiyappan
senthil kumar Sattaiyappan - 17.10.2023 16:57

Tvs supplychain share?

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Ravi Kumar
Ravi Kumar - 15.10.2023 17:25

Wonderful 👍

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Rajendra Thakare
Rajendra Thakare - 09.10.2023 07:13

Very very nice

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VAIBHAV VERMA
VAIBHAV VERMA - 08.10.2023 20:22

Good job boy

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Satish Joshi
Satish Joshi - 07.10.2023 20:38

i am great fan of your portfolio sharings giving good insight depth of good stocks for future.
i appreciate your sincerity and good fundamental knowledge.

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Rohit Sharma
Rohit Sharma - 06.10.2023 11:22

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.

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Richard Joseph
Richard Joseph - 06.10.2023 11:22

I'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

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James Robert
James Robert - 06.10.2023 01:40

I 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

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Aman
Aman - 05.10.2023 14:37

Any idea about Brand Concepts?

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Anubhav Jain
Anubhav Jain - 02.10.2023 15:49

EKI Energy is next multibagger..

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Utpal Das
Utpal Das - 02.10.2023 14:01

Sir pls give us some idea in investing micro cap companies.

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UTPAL SHAH
UTPAL SHAH - 01.10.2023 07:35

Give your review on all cargo logistics it’s a large company with cheap valuations

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furnitureplus interiors
furnitureplus interiors - 01.10.2023 05:05

Sahil 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%

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Shalem Raju
Shalem Raju - 30.09.2023 10:12

Very nice explanation and technical details.
Please share your view on SBI & Union Bank stocks price for short/long term.

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anoop benedict
anoop benedict - 30.09.2023 09:04

Hi Sahil, Expleo Solutions Ltd is good stock to consider in current valuation?

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kandipilli appalaraju
kandipilli appalaraju - 30.09.2023 04:37

Gravita India stock upcomming multibager pakka 😍🥳👌🔥

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Sai Dinesh
Sai Dinesh - 29.09.2023 20:34

Aptech

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rajendra sachdev
rajendra sachdev - 29.09.2023 15:17

Avanti feeds

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J K J
J K J - 29.09.2023 13:01

SAHIL IS VERY KNOWLEDGABLE AND PRECISE . AND CAN RELY UP ON .

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Omprakhash Mudaliar
Omprakhash Mudaliar - 29.09.2023 09:07

Analysis on integrated industries share please

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Multi Multi Bagger Stocks
Multi Multi Bagger Stocks - 28.09.2023 19:09

Pyramid 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.

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Priya Shrivastava
Priya Shrivastava - 28.09.2023 12:09

👍

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Mallikarjun Bhusanur
Mallikarjun Bhusanur - 26.09.2023 18:27

I will go for Equitas Small Finance Bank Ltd

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Zakir khan
Zakir khan - 26.09.2023 14:19

Sir IEL LTD kuch btao😊

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Binshad T P Haris
Binshad T P Haris - 26.09.2023 14:17

Pls do a video on Kotyark Industries if possible.

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Pathan ladka
Pathan ladka - 26.09.2023 14:12

Thanks for checking upload I'd rather trades tha stock market as a more professional I Make an average of 25000per

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Mobile tricks09
Mobile tricks09 - 26.09.2023 14:05

IEL Ltd k share abhi hum buy kr skte hai mam

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Child XYZ
Child XYZ - 26.09.2023 14:02

Ek share hai jo 25 sep ko split hua h IEL name us k bare me kuch update de dijiye plz jldi dedo

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R.KAMATCHI NATHAN
R.KAMATCHI NATHAN - 26.09.2023 13:14

Please re visit SBI CARDS broh @SahilBhadviya

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SREE ABHAYANJANEYA SWAMI PALMISTRY
SREE ABHAYANJANEYA SWAMI PALMISTRY - 26.09.2023 10:29

A1

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Suhail Khan
Suhail Khan - 26.09.2023 09:56

Sir ye IEL LTD share k price k according hume kite share lene chahiye ?

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reels trending Instagram ms
reels trending Instagram ms - 26.09.2023 09:23

Sir ye IEL LTD share k price k according hume kite share lene chahiye kaise lena h

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Abhishek Saini
Abhishek Saini - 26.09.2023 08:32

Sir ye IEL LTD share k price k according hume kite share lene chahiye ?

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Rohit Lamba
Rohit Lamba - 26.09.2023 08:28

Sir IEL company k bare btao ?

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Pulkit Dhiman
Pulkit Dhiman - 26.09.2023 08:20

Ek share hai jo 25 sep ko split hua h IEL name us k bare me kuch update de dijiye

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VanshYT
VanshYT - 26.09.2023 08:16

IEL Ltd k share abhi hum buy kr skte hai ?

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Piyush Notiyal
Piyush Notiyal - 26.09.2023 08:09

IEL share k bare me kuch btao pls ???

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Anubhav Singh
Anubhav Singh - 26.09.2023 08:08

IEL share k bare me kuch btao pls ???

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Ashwani Kumar
Ashwani Kumar - 25.09.2023 20:56

Adding Dreamfolks, Varanium cloud, Netweb,

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sujith kvkl
sujith kvkl - 25.09.2023 13:56

Ktk bank

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Palanisamy
Palanisamy - 25.09.2023 10:36

Globus 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

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gowtham kumar
gowtham kumar - 25.09.2023 10:09

Sahil, Please do fundamental analysis on tilaknagar industries and SULA VINEYARDS. I am eagerly waiting for your response.

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Chayan Narula
Chayan Narula - 25.09.2023 08:28

Hello sir
Can u plz give ur expert opinion on Amara Raja batteries

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Hiren Sharma
Hiren Sharma - 24.09.2023 23:30

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

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Hari krishna
Hari krishna - 24.09.2023 20:31

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

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KTE
KTE - 24.09.2023 19:33

What's your take on Tarson Products?

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