Danish Power: A Growth Stock in India’s Renewable Energy Boom
The power sector is poised for significant growth. Despite investing Rs. 111 lakh crore (US$ 1.4 trillion) in capital expenditures, with energy projects constituting approximately 24% of the total expenditure, an additional Rs. 33 lakh crore (US$ 400 billion) will be needed. Furthermore, by 2032, the sector will require 3.78 million skilled professionals to meet […]
Should You Invest In Chennai Petro Corporation Limited?
Chennai Petroleum Corporation Limited (Chennai Petro), a subsidiary of Indian Oil Corporation, is a key player in India’s downstream oil and gas sector, primarily engaged in refining crude oil and manufacturing petroleum products. Given the evolving energy landscape, increasing domestic demand, and CPCL’s focus on sustainability, the company’s Price-to-Earnings (PE) ratio stands at 12.5 times, […]
L T Foods Stock Analysis
Valuations L T Foods L T Foods is available at cheap valuations. Company is growing revenue (19% CAGR over last 3 years) and profits (29% CAGR over last 3 years) at good rate, however, it is still valued at a PE of 16, which signifies good scope of re-rating. In our opinion, L T Foods […]
HUL Share Slump: Should You Invest Now?
HUL – SHOULD YOU BUY, SELL OR HOLD? Following the recent correction, the valuation of Hindustan Unilever Limited (HUL) appears attractive, we recommend a Buy rating on the stock. PRICE: 2603 BUY | Target 7,820 – 5 Years VALUATIONS COMPANIES MEDIAN PE CURRENT PE Nifty FMCG 43.4 45.8 HUL 63.90 56.80 ITC 21.80 25.90 Nestle […]
Brand concepts – An Emerging Micro cap Retailer
Indian luggage sector to benefit from revenge travel, formalization- What does this mean for Brand concepts The Indian luggage sector, which in the past was dominated by non-branded players, has shifted markedly to the branded segment. Rating agency Crisil estimates the luggage market at Rs 15,000 crore, with the organized players having a 40% share […]
Prestige Estates Projects: Stock Analysis
Prestige Estates Projects is the flagship company of the Prestige Group. The Prestige group has over 37 years of experience in real estate development and is one of the leading real estate developers in South India. Prestige Estates Projects has completed 291 real estate projects, with a developable area of close to 176 mn sft as […]
Saregama: Stock Analysis
SAREGAMA VALUATION BASE CASE SCENARIO BEST CASE SCENARIO Saregama, a part of the RP-Sanjiv Goenka Group, a large conglomerate, is one of the oldest music label companies from India, among the likes of T-Series, Tips, Balaji Telefilms, etc with large intellectual property portfolio of 150K+ songs, 70+ films and web series, 6K+ hours of television […]
SHOULD YOU INVEST IN NYKAA?
NYKAA TOP-DOWN ANALYSIS India is projected to become a ₹2,474 billion beauty and personal care opportunity by 2027 from ₹1506 billion in FY22 TOTAL ADDRESSABLE MARKET IN BPC FOR NYKAA The online BPC market is expected to grow at 29% CAGR over the next 5 years to ₹799 billion in 2027 from ₹227 billion in […]
Why is Unitech Stock Rising?
Unitech got into financial constraints and mismanagement as has been alleged sometime from 2013-2014 onwards, which resulted in non-delivery of sold units to the Homebuyers. This followed litigation at various fora and the promoters were lodged in jail in 2017. Finally, the Supreme Court intervened, which led to the supersession of the erstwhile management, replaced […]
Genus Power Infrastructure- Stock Analysis
Valuations- The company has guided for 1200 cr revenue and 16-17% margins in FY 24, at current valuations available at 4.73X Book and 36X EBDITA for FY 23. If the management fulfills its guidance, they are expected to generate around 192Cr EBITDA. Based on the company’s consistent track record of generating returns with a median […]