> 🔶 Allsec Technologies Ltd:
> Company provides outsourcing solutions for customer and employee experience management, along with Allsec XQ services, serving industries such as retail, banking & insurance.
🔸M Cap: ₹1,095 Cr
🔸P/E: 19.8
🔸CMP: ₹715
🔸Dividend Yield: 4.18%
> EX Date Amount (₹)
10 Nov 2023 30.0000
04 Nov 2022 20.0000
08 Nov 2021 45.0000
06 May 2021 15.0000
30 May 2019 10.0000
30 Jul 2018 5.0000
23 Jul 2007 5.0000
www.aasthafintech.com
> 🔶Doms Industries Ltd.
🔹M Cap: ₹8,553 Cr
🔹The company targets revenue growth of 20% to 25% for FY25.
> 🔶Zaggle Prepaid Ocean Services Ltd.
🔹M Cap: ₹3,754 Cr
🔹The company’s guidance suggests a revenue growth of 40-50%.
Add with deep with 40% stop loss for 200% upside with 5 tranches
> www.aasthafintech.com
> # Zomato Insides
Cmp : 160
> #Growth
GOV across all B2C businesses grew 47% YoY – this includes a 27%, 103% & 154% growth in food delivery (@zomato), quick commerce (blinkit) and Going-out verticals, respectively.
Across these verticals, we have crossed INR 50,000 cr of GOV on an annualised basis.
> #Profitability
> Consolidated Adjusted EBITDA was positive for the third consecutive quarter at INR 125 cr.
> guidance of Adjusted EBITDA break-even on or before Q1FY25 for the quick commerce business.
www.aasthafintech.com
Insides of Tata Chemicals
Insides of Tata Chemicals
> Insides of Tata Chemicals
👌🏻 There’s an interesting development at Tata Chemicals.
✍🏻Tata Sons, the holding company of all Tata companies, is required by the RBI to list by September 2025.
> The total market value of Tata Sons’ investments is 16 lakh crore, but due to a holding discount of 50%, it will list at 8 lakh crore.
> What makes this compelling is that Tata Chemicals holds a 3% stake in Tata Sons. After listing, this stake will be worth 24,000 crore.
> Currently, Tata Chemicals has a market cap of 29,000 crore. This presents an interesting opportunity with potentially no downside if the Tata Sons listing proceeds as planned.
✍🏻 In, Tata Chemicals you’re getting an business which having
> Manufacturing Capacity:
a) India:
Company has production units in Gujarat, Andhra Pradesh, Tamil Nadu, and Maharashtra, with an installed capacity of Soda Ash ~1,091,000 MTPA, Bicarb ~150,000 MTPA,
Salt ~1,600,000 MTPA, Prebiotic ~5,000 MTPA, Speciality Silica ~10,000 MTPA
> b) International:
USA unit has an installed capacity of Soda Ash ~2,540,000 MTPA, UK unit: Soda Ash ~400,000 MTPA, Bicarb ~130,000 MTPA, Salt ~430,000 MTPA, and Kenya Unit: Soda Ash ~350,000 MTPA
> Expansion –
The company is expanding its capacity of soda ash in Inner Mongolia. As of H1FY24, soda ash capacity stands at 4.3 million tonnes, with plans to expand to 5.3 million tonnes.
> The expansion will increase the capacity of Soda Ash to 1.85 lacs MT by H2FY24. ~2300 crs is already spent on expansion as planned. It will spend further ~600 crs by March,24.
> The company is further planning to expand capacity of soda ash by ~30%, bicarb ~40% and Silica by 5x. This is planned for ~2000 crs. between FY24-27.
> Tata chemicals Financials
> FY 23-24
Sales – 16,789 Crore
PBT – 2,740 Crore
Net Profits – 2,434 Crore
Book Value – ₹840
www.aasthafintech.com
