Author: AasthaFinTech

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

> # 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 

> ITC LTD.

> PRICE MOVE ₹ 15 (2000) To ₹. 403 (21 feb 2024)

> Mcap Full (Cr.) 5,03,282.71

> Mcap FF (Cr.) 3,57,330.72 (Retailer Holding)

> PE 24.56

> ROE 30.47

(in Cr.)   2023      2022       2021    2020      2019

> Rev : 70,251 | 59,745 | 48,524 | 46,807 | 45,784 

> NPM %   26.69 | 25.20  |  26.86 | 32.34  | 27.22

> HOLDING :  Public 33,35,813 (SHARES HOLDERS )                

> Dividend Declared (₹)

EX Date    Amount (₹)

08 Feb 2024 6.2500

30 May 2023 6.7500

30 May 2023 2.7500

15 Feb 2023 6.0000

26 May 2022 6.2500

14 Feb 2022 5.2500

10 Jun 2021 5.7500

22 Feb 2021 5.0000

06 Jul 2020 10.1500

22 May 2019 5.7500

25 May 2018 5.1500

05 Jun 2017 4.7500

30 May 2016 8.5000

03 Jun 2015 6.2500

03 Jun 2014 6.0000

31 May 2013 5.2500

11 Jun 2012 4.5000

10 Jun 2011 2.8000

10 Jun 2011 1.6500

09 Jun 2010 10.0000

13 Jul 2009 3.7000

16 Jul 2008 3.5000

16 Jul 2007 3.1000

03 Jul 2001 10.0000

> Bonus History

Date           Ratio

01 Jul 2016 issue 1:2

03 Aug 2010 issue 1:1

21 Sep 2005 issue 1:2

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