Tweet

This Thread may be Removed Anytime!

Twitter may remove this content at anytime! Save it as PDF for later use!

More from @ParveenBhansali

🇮🇳 Parveen Bhansali

@ParveenBhansali

Sep 1

#SJS_Enterprises

Fundamentally strong stock

Equity: 30Cr💚
FV: 10💚
Debts: 13Cr
CashnEquiv % toTotalAssets:
22%💚
Current Ratio: 3💚
PAT Margins: 15%💚
ROCE: 21%💚
Np2Eq: 2
Expected EPS Fy23: 27💚
1 Yr Forward PE: 18💚
CMP: 492

#Highly_Undervalued

#SJS_Enterprises announced its plans to grow at a CAGR of around 25% organically for FY23-25 period and said its inorganic growth would boost the growth further.

SJS said its current order book that will be executed in FY23 is around 80-85 per cent of FY23 forecasted revenue.

The strong moat, margin profile and expected operating leverage will drive PAT growth of around 30 per cent YoY going ahead for #SJSENTERPRISES

Read 11 tweets

🇮🇳 Parveen Bhansali

@ParveenBhansali

Aug 28

#VinylChemicals

Fundamentally strong stock

Equity: 2Cr💚
FV: 1
Debts: 1Cr💚
CashnEquiv % toTotalAssets:
42%💚
Current Ratio: 2💚
PAT Margins: 4%
ROCE: 57%💚
Np2Eq: 21💚
Expected EPS Fy23: 24💚
1 Yr Forward PE: 21
CMP: 509

#Accumulate on dips.

Vinyl Chemicals, a Parekh Group Company, was promoted by #Pidilite Industries Limited in 1986- a well-known group which manufactures and sells the #Fevicol brand of adhesives synthetic resins binders surfactants pigments etc

#VinylChemicals is currently engaged in the business of trading in chemicals viz. Vinyl Acetate Monomer (VAM), which is now imported/sourced from various global suppliers and distributed/traded in India.

Read 4 tweets

🇮🇳 Parveen Bhansali

@ParveenBhansali

Aug 27

#Tejas_Networks

Post 5G spectrum auctions, Co expect to see a multi-year capex spend cycle for building both wireline and wireless infrastructure.

Deployments of next-generation radio products, 5G will also require significant increase in cell-site fiberization and augmentation of optical backbone capacities which augur well for the business of #TejasNetworks.

With strong order book of 1158 Crs advance inventory actions, the mgmt of #TejasNetworks expects to see better revenue performance in the coming quarters.

Read 8 tweets

🇮🇳 Parveen Bhansali

@ParveenBhansali

Aug 26

Satellite Co & broadband services firm #Intelsat had announced the beginning of Intelsat’s #inflight connectivity services in Indian skies thru an agreement with #Tata Group satellite services firm #Nelco_Ltd

Intelsat’s airline partners and flyers will enjoy end-to-end broadband coverage on domestic and international aircraft flying to and from an Indian airport as well as the aircraft flying over the country.

India’s domestic airlines is a fast-growing airline market and there is considerable untapped potential for IFC growth.

Read 5 tweets

🇮🇳 Parveen Bhansali

@ParveenBhansali

Aug 25

#DataPatterns to hv 1000 Crs Orders with EBITDA margin of 40%+

In anticipation of Contracts Co is expecting n going ahead for future, Co is:

a)Putting large infrastructure for system integration

b)Doubling Production Capacity for manufacturing Electronics, Assembly n Testing

#DataPatterns recently reported strong Q1, however big highlight is the doubling of order book to more than Rs1000cr. This gives strong visibility and the runway for growth is becoming longer and longer.

#DataPatterns maintaining revenues growth of 25-30% YoY.

Read 5 tweets

🇮🇳 Parveen Bhansali

@ParveenBhansali

Jun 12

#TataElxsi is now on the way to become TCS of ER&D stocks as last 7 quarters Co hv been consistently growing sequentially.

Compared to the last financial yearr, Co is starting with a much healthier order book this financial year.

Last quarter’s attrition no's were better than the overall industry.

Attrition has been a reality
for the last 30 years since Co's have been in existence. It has peaked at certain times, and it has dropped at certain times.

Fixed price project which is 54% of the total delivery is helping Co in terms of the bottom line as they are
able to execute and perfectly deliver those projects on time. It is also helping Co in terms of
realizing better rates.

Read 19 tweets

Share this page!

🇮🇳 Parveen Bhansali

People who liked this thread also liked...

Try unrolling a thread yourself!

More from @ParveenBhansali

🇮🇳 Parveen Bhansali

🇮🇳 Parveen Bhansali

🇮🇳 Parveen Bhansali

🇮🇳 Parveen Bhansali

🇮🇳 Parveen Bhansali

🇮🇳 Parveen Bhansali

Did Thread Reader help you today?

Don't want to be a Premium member but still want to support us?