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#FindingGems
Stock - #Mach Conference & Event Ltd.
Risk - #SME
A #MICS player
Its peers companies are like
Thomas cook & Make my trip.
New developments:
1. They launched Do dham and Char dham yatra by helicopter 🚁
2. They opened a new office in Gurugaon
Will add more on peer comparison in thread 🧵 below 👇
#FindingGems
#Ador Welding:
A niche leader in India’s welding space since 1951.
• 80% rev from consumables (85% domestic)
• Clients: Tata, RIL, DRDO, JSPL, Yamaha
• Launched India’s 1st battery welder - Rhino E
• 3Y EPS growth: 75%, PEG <1
#Smallcap #Manufacturing
#FindingGems
#Blue Jet Healthcare
Niche player in chemical (Used in contrast imaging like X-ray, MRI, CT Scans) + and API + Sweeteners for Colgate + investments in windmills.
🎯91% YoY revenue increase
🎯208% YoY PAT increase
🎯40cr will go to R&D
🎯79% business comes from Europe
🎯Company supply chain present in 40 countries
💵P/E : 58 (Median : 45)
💶ROE : 30%
💴EV/EBITDA : 41 ‼️
#FindingGems
Stock : Sunlite Recycling Industries Ltd
Risk 🚨 #SME (extremely high risk)
CMP :
Current PE : 12
EV/EVITDA : 6.2
ROE : 70%
Promoters holds 73.5% / DIIs 1.6%
Company do the con-calls.
About 👇
They manufactures copper rods & wires, copper earthing wires, copper earthing strips, copper conductors, copper wire bars, etc. through recycling of copper scrap,
Facility in Kheda, Gujarat, equipped with over 20 machines for producing a wide range of copper products.
#FindingGems
@lionessofie1 talks love, its complexities and the sheer resilience to conquer its shortfalls and the challenges it brings. Add to your playlist https://t.co/Ad5IwW2xIV
#FindingGems: Tradey [@realtradey] talks life choices and street hustle off @rbd_gh’s #RUDE2025 tape. Stream Here: https://t.co/6j0rAvtCnT
cc:@theanabelrose
#TGIF #UrbanCulture
#FindingGems
#GDL
CMP - 80/-
Gateway Distriparks Ltd (GDL) 🚢:
A leading integrated logistics player in India with:
•10 Container Freight Stations (CFS)
•Rail-linked ICDs 🚆 via Gateway Rail
•Cold Chain services ❄️ via Snowman Logistics
Financials: FY24 Rev: ₹1,527 Cr | Net Income: ₹150 Cr 📈
Future: Expanding ICDs, boosting rail freight, & digitizing operations. Aiming for seamless end-to-end logistics!
#Logistics #IndiaGrowth #GatewayDistriparks
Will write more going forward.
Disclaimer : Recently added into my long term folio, Buying Price : 79.9/-
#SME
#FindingGems
Effwa Infra
#Effwa
#EIRL
Sector - Waste Management/ Water/Sewage Treatment
Their expertise encompasses sewage and industrial effluent treatment, solid waste treatment and disposal, ventilation systems, hazardous waste management, and water treatment plants.
Order Book:
By September 2024, the order book expanded to over ₹500 crores,
Key Metrics
PE - 40
PEG - 1.2
Sales growth 3Y CAGR - 39%
#Delton Cables
#FindingGems
A Detailed thread 🧵 👇
Legacy & Brand: Delton Cables has over 75 years of experience in cables and wires, with a strong presence in low-voltage products.
Segment Leadership: Specializes in sectors like railways, telecom, EPC (Engineering, Procurement, and Construction), and smart metering.
#FindingGems
#WPIL
Engage in entire chain of pumps manufacturing, setting up pumping system, commissioning
Deal in giving turnkey basis set up in water supply project, water treatments
Mostly clients from Irrigation dept of states govt and central govt
Very strong promoter holding
Ace investor Mr. Mukul Agrawal is in
Promotors buys shares when ever possible
Over 70 years experience
International presence (Italy, Australia, SA)
Last year revenue growth over 60%
Order book 3300cr (which is more than half of its market cap)
Key metrics
ROE - 45% (great)
3Y EPs growth - 78% (great)
10Y EPS growth - 29% (very good)
P/E - 30
PEG - Below 1
By looking at sales growth it’s kind of cyclical but now picking up
PAT growth is very good, grew at 30% CAGr over 10Y
Company is sitting on 340cr cash (March 24)
One of the great FII #MIT is in.
Balance sheet is strong
Share trading at ATH
High Volume growth in past few trading sessions 👍👍
#FindingGems
#Exicom
Company is into business of
1. Power system - they cover telecommunications sites also for DC power back up, they have 16 to 18% market share in providing power back up to telecommunications sites
2. EV charging station - they have first mover advantage in India, interestingly they have 60% market share and they have very good presence in Residential areas
Note : *from EV charging facility their revenue generation jumped 400% in only 1 Year *
Company expending globally
Company’s margins are improving as company growing
Key Metrics
5Y sales growth - 20%
Last year sales growth - 70%
(Indicates great performance)
There huge jump in company’s PAT growth, growing more than 100% from past 3Y
EPS growth over 3Y - more than 30%
ROE is keep on improving
There is big jump in company’s reserves in last year (holds 500cr reserves) and 800cr assets VS company’s market cap is 3600cr
Company sitting on 50cr positive cash flow
Future updates:
Management is guiding 40% growth in EV segment.
Exploring in Middle East Europe.
In Aug 24, company order book 160cr
#FindingGems
#NorthenArc
#Northern arc Capital
It’s non deposit taking NBFC
Engaged in micro fin, vehicle loan, lending to MSMEs
They are into
Lending
Fund management
Company uses enhanced technology & data analysis
Company growing at 28% CAGR over last 3 years
Company’s profitability growing at 38% CAGR over last 3 years
Lending AuM growing at 22%
Gross NPA 0.6
Net NPA 0.18
RoA - 3.1%
Posted great numbers
#FindingGems ?
Stock Name - Frog Cellsat Ltd
Sector - Telecom
Date - 20 Oct 2024
CMP -
An ISO certified company
Provides network equipment to telecommunications companies
(Proxy)
Company has strong client base
Airtel,
Vi,
Ericsson,
Nokia,
BSNL,
Motorola,
Robi, Ncell
Delhi Metro,
Siemens,
Adani,
Hitachi,
AAI.
Current order book: 80Cr +
Financials are decent
Growth rate over 20%
Fairly valued company
Risk - #SME
#FindingGems
#Sanghvi movers Ltd
#SanghaviMovers
#sanghvi movers
CMP - 385
Date - 03/10/2024
Proxy to Indra boom
They provide crane on rental for moving heavy duty equipment like wind farms bridge steel etc
Their cranes capacities are up to 1000 MT
They are Asia’s largest players
They are proxy to renewables too
Company has interesting capex plans and to enter into logistics and renewables
Company’s share price affected by monsoon and elections year
Share price is half of ATH
Key Metrics
3300cr company
With P/S - 5.5 (ok)
P/E - 18 VS sector PE - 35
ROE - 20% (decent)
10Y sales growth - 10%
5Y sales growth- 17%
3Y sales growth- 40%
Last year to date- 25%
Company maintains PaT growth of 30% over ten year (Great)
They have Reserves of 1000cr
Assets of - 1000cr
Therefore it makes company’s Intrinsic value close to CMP (very good)
Cash flow +ve
Share holding pattern
There is no change in promoter holding in last 3Y (good)
Retails holding is high (bad)
#FindingGems
Stocks name -
#SG Mart
#SGMart
Date - 29/09/24
CMP - 425
#Dmart of hardware products
Mr. Sanjay Gupta (From APL Apollo) acquired the company and name it SG mart
Basically they are Hardware parts and products shop but in a big organised way
Company came in existence in FY24
APL Apollo infused money into the company to built a big trading platform
Company asks to steel companies to supply the steel in bulk and sell to vendors and hole sale suppliers basically B2B
Any walk in customer can purchase his building material from SG mart
Key Metrics
M/Cap - 4800cr
Sales in 1Y - 3700cr
P/S ratio is close to 1
Last year profit - 90cr
P/E - 55 ( higher side)
Valuations of the company are in review mode , company is at infant stage
ROE for now is low 11%
Company is sitting at decent free cash flow
Share holding is decent
FIIs - 6%
Ace investor Mr. Ashish Kacholia is holding close to 1%
#FindingGems
#SJS Enterprise
Date - 29/09/24
CMP - 938
Sector - Auto and auto ancillary
Manufactures decorative items for autos
Design to delivery concept
Bikes, four wheelers 2D, 3D printing etc
Brand name is TRANSFORM
They serves to
Two wheelers - 45% revenue
Four wheelers
Passanger vehicles
Commercial vehicles
They are supplier to 12 EV costumers
Company has global presence
USA
Italy
Russian
Japan
Poland and many other
Total 22 countries
Revenue
Domestic - 87%
International - 13%
List of clients
TVS
Enfield
Honda
M&M
Suzuki
Toyota
Panasonic
Samsung
Godrej
Key Metrics
2900cr company
P/S - 4.2 (ok)
P/E - 30 (decent)
PEG - 1
Sales almost doubled in 2 years
Profit almost doubled in 2 years
Margins - 25% (good)
Profit uptrend in all quarters
ROE - 17% (ok)
Company has 500cr reserves
Fixed assets of 475cr
Trade receivables - 160cr
Borrowings almost NIL
(Balance sheet is decent)
Net cash flow +ve
Share holding is pretty amazing
FIIs (total holding 🟰 16%)
#Goldman sachs
Hsbc global
Florida global
Other
MFs
#ICICI
#Axis
#Aditya Birla
#Sundaram
#Union bank
#Mirae
#FindingGems
Stock - #PrecisionWires
#Precision wires
Date - 25/09/2024
CMP - 208
Sector - #Manufacturing #Electrical #Electronics
Manufactures - Copper winding wires, Copper conductor etc
They are largest copper winding wire producers in all South Asia
Application of copper wires
-Transformers
-motors
-generators
-house hold electronics items and many more
Clients of company are
CG power
Lucas TVS
Mitsuba india
They supply in more than 25 countries
Revenue split
Domestic - 90%
Export - 10%
They get supply of copper from hindalco
Key Metrics
3800Cr company
Sales up to 3500cr
P/S ratio close to 1 (very good)
P/E - 48
PEG is high - 4 (bad)
Company growing below 20% CAGr
10Y EPs growth - 17% (ok)
Overall sale growth 15% and below
Profit growth increased in few years stood above 30% / 5Y profit growth - 12%
Roe is decent 15%
Company has 500cr reserves
850cr assets (good)
50cr investment of company in MF also
Share holding pattern is not very attractive
The company is in sunrise sector
Multifold demand will be seen in copper wire consumption
Conclusion - Currently company is on the expansive side
#FindingGems
#Shivalic Power control Ltd
#ShivalicPower
#Shivalic #Power
#SME
CMP - 217
Date - 24/09/2024
Company Manufactures wide range of electric panels (So many types covered)
Such as Low tension (LT) - 11kv & High tension (HT) - 33kv panels
Revenue
LT - 6%
HT - 94%
Take orders for PCC & IMCC panels smart panels from
L&T
Siemens
Schneider
TDK
These panels are fully type tested as per ISI, IEC - 1&2, ISO
Company provided panels for RBI data centre in Bhuvaneshwar
Key Metrics
M/Cap - 524cr
Sales last year - 100cr+ / PAT - 11cr
P/S - 5 (decent)
P/E - 50 (ok) VS industry - 55
3Y sales growth - 25%
1Y sales growth - 25%
3Y profit growth- 150%
1Y profit growth- 55%
ROE - 30% (good)
Balance sheet is decent as compare to the size of company
Assets; Inventory - 35cr, Trade receivables - 35cr
Reserves - 25cr
ROCE is continuing improving - 30%
Share holding pattern is good
Promoters holds - 70%
Small FII holds - 5%
Small DII holds - 7%
Retail - 17% out of which one HNI holds - 1.4%
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