Author: AasthaFinTech

Shilchar Technologies Ltd:

🔹CMP: ₹ 6,130

🔹M Cap: ₹ 4,807 Cr.
🔹P/E: 48.3
🔹3 years Sales Growth: 49.9%
🔹Debt to equity: NIL

🔹 About

Shilchar Technologies Ltd specializes in the manufacture of F R core transformers and has expanded its product range to include various types of transformers and cores serving diverse industry segments globally. Their product line consists of Power Transformer, Distribution Transformers, Linear Transformers, Standard Line Transformers, Telecom Transformer, Cores & Lamination, and Bobbins.

> 🔹Total Shares Holder : 23,220
> 🔹Potential Growth : 45% YoY

> Aastha Fintech (P) Ltd.

Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only.

🔶Amber Enterprises India Ltd:

A leading HVAC&R company in India, specializing in air conditioners and components, with a 23.6% share in the Room Air Conditioner market.

🔹M Cap: ₹ 14,623 Cr
🔹CMP: ₹ 4,534
🔹P/E: 90.9
🔹CAPEX: ₹350-375 Cr for FY25.

🔹3 Years Sales Growth: 30.5%

🔹Potential 35% Up Side

🔹Amber enterprises has 23.6 % market share in AC Market

🔹Revenue RAC 43%, electronic 16%

> Amber+ noise ltd JVL( 4 th smart watch making in world)
> Amber 2.0 enter in washing machine, fridge, RO, microwave

> Aastha Fintech (P) Ltd.

Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only.

> Patels Airtemp (India) Ltd.
> CMP : 698

> KEY Parameters :
Mcap 375 Cr.
PE 21.4
YoY Sales Growth 37%
Growth Potential 45% Base on Order book

> About :
Patels Airtemp (India) Limited is an India-based company specializing in the manufacturing and sale of Heat Exchangers, Pressure Vessels, and HVAC projects. They provide a wide range of products to industries such as Power Projects, Refineries, and Pharmaceuticals in India and beyond.

> Why Potential :
> India has installed Nuclear Power Capacity of 7,480 MW, which is to increase to 22,480 MW by 2031
> Patels Airtemp was the third organisation in India to get N-Stamp authorisation to serve Nuclear Power Industry.
> Excellent results Q1FY25
> orders of 312Cr & growing
> Capex in place, non-profitable US subsidiary closed
> No pledge, low debt
> Niche area of Heat exchanger, pressure vessels, HVAC projects, process equipment for Industrial, oil&gas, nuclear.

> www.aasthafintech.com

EMS LIMITED

Cmp : 851

About:

EMS Limited is a company specializing in providing sewerage solutions, water supply systems, waste treatment plants, electrical transmission, and distribution services. They are also involved in roadworks and maintenance of wastewater and water supply scheme projects for government authorities. Their projects include sewage treatment plants, sewage network schemes, common effluent treatment plants, water treatment plants, pumping stations, and pipeline installations. The treatment processes comply with Indian environmental norms, producing treated water suitable for various purposes.

> Market Cap ₹4,767 Cr.
> P/E 28.52
> YOY qtly sales 49 %
> Stock Potential 60% Upside

•Bid pipe line ₹4000 cr , considering our success ratios 10-15%

•250-300 permanent workers

•projected revenue growth 25-30% for FY25, target arround ₹1000

•EPS Growth Quarterly YoY >25%

•Revenue Growth Quarterly YoY >25%

•Avg Volume 60 Days > 500K

> Government MISSION

🔹Governments are increasingly investing in upgrading and expanding water treatment infrastructure, with a focus on sustainable and efficient technologies.

🔹The Smart Water Management Market is projected to grow at a CAGR of 32% until 2027 due to aging infrastructure, better resource allocation, and increased water conservation awareness.

> www.aasthafintech.com

> Sanghavi Movers 🏗

Current Price : ₹ 811.15

* Market Cap : ₹ 3,605 Cr.
* P/E : 19.30
* ROCE : 22.6%
* Sales growth 3Years : 25.4%
* NPM : 26.95 %
* Growth Potential : 40 % upside

> Order Book Growth 148 % YOY

> About :

> 2023 SML is ranked the 6th largest crane rental company worldwide.

> Sanghvi Movers Limited (SML) is the largest crane rental company in India. SML is a BS OHSAS 18001:2007 certified company. It is committed to being a top globally-ranked company in its core business with exceptional business ethics and morals.

Anup Engineering ⚙

• Market Cap :.3,412 Cr
• Current Price : 1,712
• P/E : 31.4
• ROCE : 22.6%
• Sales growth 3Years : 25.4%
• Profit growth 3Yrs : 23.1%

About
The Anup Engineering Limited is India’s leading Heat Exchanger Manufacturer. The Company caters to wide range of process industries including Oil & Gas, Petrochemicals, LNG, Fertilizers, Chemicals/Pharmaceuticals, Power, Water, Paper & Pulp and Aerospace with its extensive product range of Heat Exchangers, Reactors, Pressure Vessels, Columns & Towers, Industrial Centrifuges & Formed Components.

CMP – 1785

M Cap: ₹3,063 Cr.

• P/E: 61.7CMP: ₹1,788
• Sales growth: 42.5%
• Sales growth YOY: 70%
• Net Profit growth YOY: 128%

Tinna Overseas Ltd is a market leader in the field of bituminous products, the company has captured substantial share due to the high quality, reliability and customer satisfaction. The company also has interest in winery, agri business and ware housing..The company also in the business activities of Trading Activity, Bitumen Division.

Tinna Rubber And Infrastructure Limited, founded in 1987 under the dynamic leadership of Mr. Bhupinder Kumar Sekhri, is a professionally managed company which is rapidly expanding as a fully integrated company converting waste tyres into downstream value added products. The company lays strong emphasis on utilization of modern technology for qualitative services and business efficiency

Net Profit Margin

• Latest      1%
• 3yr Average 62%
• 5yr Average 36%

Corporate Actions

KEY STRENGTHS

 FULLY INTEGRATED

from collection of ELT’s to production of recycled materials

THE LARGEST COMPANY

in the world to produce Micronized Rubber Powder upto 170 mesh

PIONEER AND LARGEST MANUFACTURER

for Crumb Rubber Modifier for Bitumen

LOGISTICALLY WELL PLACED

Manufacturing Locations

EXPERIENCE

of 5 decades in rubber processing

HIGH ABILITY

of product customization

ZERO LIQUID

Discharge Operations

99.5% RECOVERY

from tyres Zero Waste

SEBI Registered RA: INH000017189

Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only.

> 🔶 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