In this Detailed Thread 🧵 I'll look to Analyse 'HPL ELECTRIC & POWER'⚡⚡ Business, Fundamentals, Financials, Technicals, Management, Order Book, Growth Potential💹, Industry Trigger, Valuation Metrics♎⚖️, Competitors, Risk Factor, Peers Comparison etc.
Each and every neeche details about HPL Electric ⚡⚡ will be covered in this Detailed Thread
☑️ABOUT THE COMPANY
🏅HPL Electric & Power Limited is a leading electrical equipment manufacturer in India operating for the past 40 years.
🏅The Company has significant presence across five key product verticals of electric equipment – Metering Solutions, Modular Switches, Switchgears, LED Lighting and Wires
and Cables.
🏅It caters to a wide spectrum of customer segments, such as power utilities, government
agencies, and retail and institutional customers, with a strong brand recall as a trusted electrical brand.
🏅It exports its finest engineering goods to more than 42 countries in regions of Asia, Africa, Europe, UK and Indian Sub-continent through the overseas logistic partners.
☑️Market Share
🏅The company is the largest manufacturer of on-load change-over switches with a 50% market share in the country.
🏅It also has a market share of 20% in the domestic Electric Meters Market.
🏅It also has 5% market share in the Low-voltage Switchgear Market.
🏅It is the 5th largest LED manufacturer in the country.
☑️Manufacturing Capabilities
🏅The Company has seven manufacturing facilities at Gurugram, Jubli, Kundli & Gahraunda with end-to-end capabilities.
🏅Its well organised supply chain is supported by 21 warehouses across
India.
🏅Its manufacturing process is supported by 2 R&D facilities in Gurugram & Kundli with more than 100 engineers
☑️Established Distribution Network
🏅HPL has established a pan-India distribution network with 900+ authorised dealers and 45,000+ retailers across India in
order to reinforce its brand presence and leverage on the growing potential of India’s electrical equipment industry in metros and Tier I and II cities.
🏅The company plans to increase the retailers to 1,00,000 by March 2025
☑️Revenue Breakup
🏅Metering products contributes
53%, the rest is from Consumer & Industrial 47%.
☑️Order Books
🏅The company has a strong order book of Rs 1500+ cr with meter & systems contributing 82% and the consumer and industrial segment contributing 18% of the current order book.
☑️Product Mix
🏅METERS SEGMENT
💫INDUSTRIAL APPLICATION
(Digital Panel Meters, Digital Energy Meter, Multi Function Meter, Load Manager & Demand Controller, Din Rail Meter, Power Factor Control & Regulators)
💫Domestic & Commercial Application
(1PH Direct Connection/LCD
Meters 3P Direct Connection Counter/LCD Meters, Trivector Meters, Dual Source Projection Meters, Long Range Integrated Meter, Import Export- Net Meter, Meter Cover Boxes)
💫Metering Solutions
(IR & IRDA Meters, LPR Metering Solution, Data Acquisition & Billing, Solution,
Prepaid Metering Solution, Smart Metering Solution, Group Metering)
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So, as I promised I'll bring an Undervalued stock study 📚 as my Special Diwali 🪔 Pick which came to my radar recently. In this detailed #thread🧵 I'll analyse the business of ‘KAKA INDUSTRIES LTD’ Each and every aspect of #KAKAINDUSTRIES will be covered in this thread.
🎖️ABOUT THE COMPANY:-
✔️KAKA INDUSTRIES was Incorporated in 2019, Kaka Industries Ltd is in the business of PVC profile manufacturing.
🎖️Product Profile:-
a) PVC Doors:-
Glossy Doors, Poly Plast PVC Door, 30 MM Holo PVC Door, FMD Door
b) PVC Kitchen Cabinet & Furniture:-
Digital Veneer Texture, Nice Plast Digital Veneer Texture, Digital Marble Glossy, Digital Design, High Gloss, Premium, etc.
c) UPVC Window Profile:-
Unplasticized Polyvinyl Chloride windows provide many benefits, such as low maintenance, sound insulation, high durability, and excellent energy efficiency
d) WPC (Wood Polymer Composite):-
WPC Solid Ply Texture Series Kitchen Cabinet, WPC Solid Ply Texture Series Wardrobe
🌐📈 Data Center Theme: The Next Big Structural Bull Run 🚀
Since 2021, the Data Center theme has been steadily rising, marking the start of a structural bull run in this sector. 🌟 In this thread, we’ll dive deep into evaluating the performance of data center-related stocks since 2021.
🔎 What to Expect
- We’ll evaluate these companies based on 3-year and 5-year sales and profit growth metrics. 📊
- Comparative Analysis A clear look at sales and profit growth to help identify leading performers.
💼 Key Data Points
- The average 3-year sales growth for these companies is an impressive 34%. 🔥
- The average 5-year sales growth stands at 20%. 📈
Let’s take a closer look at the 10 key players in this space:
1️⃣ Anant Raj Ltd 🏢
2️⃣ Techno Electric & Engineering Company Ltd ⚙️
3️⃣ Netweb Technologies India Ltd 💻
4️⃣ Aurionpro Solutions Ltd 🔐
5️⃣ Black Box Ltd 📦
6️⃣ Gulf Oil Lubricants India Ltd 🛢
7️⃣ D-Link India Ltd 🌐
8️⃣ Allied Digital Services Ltd 🖥
9️⃣ Ceinsys Tech Ltd 🌍
🔟 ADC India Communications Ltd 📡
Here’s a more professional and respectful version of your disclaimer:
---
⚠️ Disclaimer This analysis is provided solely for educational purposes and should not be interpreted as a forecast or prediction of future sector performance. The growth and success of the companies discussed are subject to various factors, including general economic conditions, macroeconomic trends, government policies, and product demand This is not intended to be a buy or sell recommendation We advise consulting with a financial advisor before making any investment decisions.
As I promised with everyone, I'll bring my analysis about an undervalued Micro-cap Auto Ancillary 🚙🚘 company whose clients is MURUTI SUZUKI LTD.
So, the name of that Auto Ancillary company is 'BHARAT SEATS LTD 💺’
#BHARATSEATSLTD
I've looked to analyse, ‘#BHARATSEATS’ Business, Fundamentals, Technicals, Financials, Product Mix, CAPEX, Valuation Gap, Clients, Business Divisions etc. Tried to compile each and every small detail and informations about this company.
☑️ABOUT THE COMPANY
✔️BHARAT SEATS was Incorporated
in the year 1986, Bharat Seats Ltd manufactures complete seating system
and interior component for the automotive and surface transport.
In this detailed #thread🧵 I'll analyse the business of ‘Allied Digital Services Ltd’ 🛜
each and every aspect of #AlliedDigitalServices will be cover in this thread.
#ADSL has Data Center Proxy 🛜+ Smart City 🏙️ + Cloud ☁️ Triggers
⭐️ABOUT THE COMPANY
Incorporated in 1984, Allied Digital Services
Ltd provides a wide range of information technology and consultancy services.
⭐️Business Overview:-
✅ADSL global IT Consulting and Services provider and Systems integrator offering infrastructure
solutions and services to clients across 70 countries.
✅It designs, develops, and deploys digital solutions and delivers end-to-end IT infrastructure services including, End user IT Support, IT asset life cycle, enterprise applications and integrated solutions
In this Detailed Thread 🧵 we'll look to analyse a Microcap Company 'PARNAX LAB LTD 🧪' Each and every neeche details about this company will be covered in this thread from its Business, to its fundamentals, to its product mix, to its financials, to its
#ParnaxLab
Management, to its Chart Pattern analysis 📉📈, to its valuation gap ⚖️♎ and at last I'll give my final commentary👨💻 about this stock.
☑️ABOUT THE COMPANY
💫Parnax Lab was Incorporated in 1985, Parnax Lab Ltd manufactures and exports Pharmaceutical Formulations.
☑️Business Overview:-
💫PLL is a part of the Naxpar Group and is a WHO-approved and EHS-compliant Company.
💫It is into contract manufacturing of Liquid Orals, Capsules, Ointments, External Powders & Tablets with its manufacturing facility located
at Silvassa.
In this Detailed Thread 🧵 I'll look to analyse "FINEOTEX CHEMICALS"🧪⚗️ I'll look to analyse Fineotex Chemicals Business, Fundamentals, Financials, Product Mix, Management, Trigger, Story, CAPEX, Management etc. Each and every neeche details will be covered.
#FINEOTEXCHEMICALS
⭐ABOUT THE COMPANY
✅Incorporated in 1979, Fineotex Chemicals Ltd is engaged in the business of manufacturing auxiliaries and specialty chemicals for textiles, construction, water treatment, fertilizer, leather, and paint industries.
⭐Leading Chemical Manufacturer
✅FINEOTEX group is one of the leading manufacturers of chemicals for textiles, construction, water treatment, fertilizer, leather, and paint industry.
✅Fineotex manufactures and provides products for Pretreatment processes, Dyeing processes,