Why should one look into this? And does this deserve a place in my portfolio. Here’s my rational below.
#DBL started as a #Road Construction company for the western region and now has diversified into multiple segments and the co. has covered almost all the states in #India.
#DBL has secured orders worth INR 10703 Cr. In FY 21 and the total order book stands at approximately INR 26115 Cr. Orders are balanced between state govt. and central govt. entities. The company has successfully reduced risk on all parameters as far as business is concerned.
Crude #oil & #Steel
There are 3 segments: #Conductors, Transformer and speciality #oils & Power/Telecom #Cable. The revenue breakup is in the screenshot attached
Domestic revenues decline 52% YoY with lockdown in April, lower scale of operations in May-June; #Exports up 11% YoY. Management focus is on improving revenue generation from high value products. Long time consolidation in financial parameters
A relative of mine came to me to look for best #FixedDeposit option available today, and that got me thinking that there should be a #Stock which can fulfill this purpose, and voila i got 1 #SJVN, so here is a thread, why at current levels it is a FD. @VPaldiwal
#SJVN is the principal business activity #Electricity#generation of the company. The company is also engaged in the business of providing consultancy. Both of these segments are not affected due to #COVID19
SJVN Ltd. been honored with the CBIP Award-2020 of Best Performing #Hydro#Power Company. Company has 5 working projects. 2 #Hydro, 2 #Wind and 1 #Solar. Capacities & Locations are mentioned below:
#Revenue Mix and #Location details as below:
Company’s turnover entails from the Domestic Revenues which stood at 58% of Total Revenues and the rest 42% came from Exports
Recently company has started commercial production of #Isopropyl Alcohol #IPA.
Isopropyl alcohol is mixed with water for use as a rubbing-alcohol antiseptic. It is also used in aftershave lotions, hand lotions, and other cosmetics.
Jagran Prakashan is engaged primarily in printing and publication of #Newspapers and #Magazines in India.
The other activities of the company comprise outdoor advertising business, event management and activation services and digital business.
Company’s revenue comes from #Print, #Radio, #Outdoor and #Digital. Outdoor was 7% revenue so we can write that off in current conditions.
They have a healthy 21% market share in #Radio Broadcasting.
Looking at other breakup it can be segregated as 20% from sales of newspaper and 80% comes from different form of #advertising.
#Shree Pushkar Chemicals & Fertilizers
Shree Pushkar #Chemicals & #Fertilizers Ltd is engaged in the business of manufacturing and trading of chemicals, #dyes and dyes intermediate, cattle feeds, fertilizers and soil conditioner.
Let’s have a look at the company’s business as well how well they have diversified. They have a well diversified business which is growing on all fronts.
Here is a breakdown of their #Fertilizer products as well.
Rajratan Global Wire along with its subsidiary,Rajratan Thai Wire Co. Ltd., is engaged in the business of manufacturing and sale of Tyre Bead Wire. The Company is one of the fastest growing bead wire manufacturers in the world, only manufacturer in Thailand
The company has a market cap of 220Cr. The company has a market share of 35% for tyre bead wire in India and a market share of 20% in Thailand. 84% of the revenue comes from Tyre bead wire, 13% from High carbon steel wire. 70% revenue comes from India 30% from exports.
Capacity Utilisation is close to 98%. Promotors have recently increased stake in the company to 64.22% and promotor pledge is 0. Mutual funds have increased the stake to 8.62%
#SiyaramSilkMills. 1. Siyaram Silk Mills is engaged in the business of Fabrics, Readymade Garments. It has a 5% branded fabrics market share. With revenue mix as 74% fabrics, 23% Garments. India comprises of 91.5% of revenue and the rest is from exports.
3. Best part about the company is they have an asset light model where they have outsourced 40% of it's manufacturing capacity so COVID will have relatively lesser impact. And currently all the manufacturing operations have been partially resumed as on 14th May 2020.
#TamilNadu Petro Products.. 1. Company is primarily engaged in the manufacturing and sale of petrochemical products Linear Alkyl Benzene (LAB), Caustic Soda, Chlorine and its derivatives... 2. 80% of revenue comes from LAB which is used in washing powder and cleaning products
3. Improvement in demand for these cleaning products is visible going ahead. 4. LAB is a commodity chemical where supply demand is currently at par but keep an eye on import policies.. 5. Company has stabilized margins and they have shut their loss making unit
6. Promoter holding has stayed constant over the last 6 quarters, FII's have increased stake and no mutual fund holdings in the company. 7. OPM is 7-9%; Debt to equity is 0.15 & P/BV is 0.65 so valuations are very attractive. ROCE has zoomed from -ve in 2016 to 19% in 2019.