As we all Know the World Markets 💵🗺have been Grappled by the Russia 🇷🇺Ukraine🇺🇦 War & have fallen sharply over the last few days 📉
However the War would not have a direct Impact on many of the Indian Co’s 🏭🌾
1/n
However we must not that Indian Co’s🇮🇳would not be impacted in any direct manner except for the Fact that Fuel 🛢 & logistics costs would rise ultimately impacting the bottomlines.The prices of Oil & Gas along with a few commodities such as Alum are expected to rise
Aegis Trades at a p/e of 21 times & was beaten down previously due to low volume growth & the Death of the Previous promoter. Going fwd the triggers are LPG recovering & higher contributions of high margin business as well as the Mega merger with Vopak.
3/n
ASALCBR 🍺 🥃
The company trades at a p/e of 12 times & has been delivering strong double digit growth in the toplines as well as bottomline. The co is engaged in manufacturing ENA as well as IMFL for Diageo India, the co also sells liquor under its own brands.
4/n
Continued…
The company is a debt free company & has strong double digit return ratio’s.The Major Triggers over here are the Co’s plans to Merge with Mt Everest Breweries 🗻🥃, the Co’s upcoming ethanol plant & increasing sales Contribution of IMFL as well as expansion.
5/n
MAZDOCK⚓️
The company trades at a pe of 7 times and sits on a huge Cash reserve of 9800 cr against a market cap of approximately 5300 cr the company is one of the major shipbuilders (defense) of India & has seen FII’s as well DII’s hiking stakes over the last few quarters.
6/n
Hero Motocorp 🏍🚴♂️
Hero trades at a p/e of 21 times & is market leader in Entry level two wheelers in India. It has a 37.5% market share in the overall two wheeler Industry. The stock has been lying low due to low sales & volumes growth.
7/n
Continued..
Strong growth triggers are the Co’s investments in Ather(E bikes) & Gorgoro(battery swapping tech) as well as strong realisations from export markets.Hero also entered into a pact with BPCL to set up Charging stations.
8/n
Saregama ltd 🎶🎤
Saregama trades at higher multiples (56 time p/e) due to a larger library of songs(1.29L) & agreements with all Streaming co’s. The recent acquisition of Mango Music has strenghened its footprint in overall regional music mkt.
9/n
Mango Music is one of the largest labels of the Telgu Film Industry. The Co is focusing on acquiring new music and has its new cap allocation policy(₹750 cr via QIP recently) tilted towards Music acq only, The co trades at PEG ratio of 1-2 only,which implies future growth
10/n
Tips Industries ltd
The co has a music library of 29k songs, hence trades at a lower multiple 32 times. The co recently entered into a multi year pact with Moj & Sharechat. The co has licensing agreements with all music labels except the top 2 players.
11/n
Continued…
The co has an allocation policy of 60(Music):40(Movies). The Major trigger over here is the De merger of the films business & the Music broadcasting business, the share swap ratio would be 1 share of the new business for every 3 shares held in Tips inds.
12/n
End of Thread
Disclaimer:- All the Recommendations made are for educational purposes only. Personal due dilligance advised before making any Buying/selling Reco’s.
13/n
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