⚙️Record Q3FY21 Revenue & Profit based on good market, synergies from integration & better operational excellence
⚙️Good Mgmt
⚙️Global leader in Aluminum
⚙️Global operations across 10 countries
⚙️Bet on Kumar M Birla
⚙️Increased demand in Beverage Can, Automotive, Logistics & Specialty (housing, electronics, packaging, construction)
⚙️Aerospace isn’t performing but post COVID, demand is expected to increase
⚙️Mgmt said no plans for another acquisition even if good
🔗Expanding CGD network and new business areas for PNG CNG
🔗Consistent promoter holding 32.5%. GoM holds 10%
🔗Distributor in prominent city of Mumbai and surrounding areas
🔗Improving business prospects post COVID
👉Recently became debt free (biggest positive)
👉PE 1.18
👉BV 55
👉Fortune 500 #India Company
👉FII up stake in last qtr
👉Paid Div after 4 yrs
👉400+cr in last 4 yrs
👉Bigger than #Affle
👉22 Office Location