SUNIL HITECH ENGG a potential MULTIBAGGER (Analysis)

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by Warren Buffet Jr., Apr 8, 2017.

  1. Warren Buffet Jr.

    Warren Buffet Jr. Member

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    So I came across his stock after Porinju Veliyath recommended this stock. I started tracking this stock, It really is a stock worth investing.
    The stock is currently trading around Rs.13.5.

    Sunil Hitech Engineer is a major Engineering, Procurement & Construction Company in India. It offers services in Urban Infra, Roads, Power Projects, Solar Energy & Solid waste Management.

    Interesting numbers & great fundamentals & strong Order book
    .
    Some interesting numbers :
    - Revenue CAGR Growth = 16.12% (Good above 15%)
    - PAT CAGR Growth = 14.27% (Good)
    - EPS CAGR Growth = 10.82% (Good)


    - Sales Vs Receivable (Receivables as a % of Net Sales) :
    2012 - 24.6%
    2103 - 34.4%
    2014 - 33.1%
    2015 - 23%
    2016 - 27.1%
    The company has shown some stability here,a large part of their sales is not really backed by receivables (Credit), which is quite encouraging.

    -
    Net Cashflow from Operating activity is stable & positive which signals core business operations are generating cash and are successful.
    - Total Non-Current Debt has decreased from past year.

    -ROE has increased for past 3 years and is around 12-13% which is good as it is above 10%

    - Has Strong Order Book :

    The company has been awarded orders worth Rs 935.91 crore on EPC basis in the state of Maharashtra and Jharkhand & also an order worth Rs 434 crore in the state of Arunachal Pradesh.

    Links -

    Also has many Ongoing Projects.

    With numbers so interesting & great fundamentals I really think this stock has the potential to be next Multibagger. I have addded to my portfolio.

    Ace Investor Porinju recommended this stock among his TOP Picks, here are some links -
    Dis. - My views are personal please do a due diligence before investing.
     
    Last edited: Apr 10, 2017
  2. w4wealth

    w4wealth Well-Known Member

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    good infra story .good for 10 years investment.
     
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  3. BKJ

    BKJ New Member

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    Please go through below and take your call:

    http://www.business-standard.com/ar...ers-tanks-60-in-one-month-116112300535_1.html
     
  4. ksr

    ksr New Member

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    I have Sunil Hi. May be a multibagger. Down now making it good buy
     
  5. Warren Buffet Jr.

    Warren Buffet Jr. Member

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    Yeah! Infra is the sector in focus! There is a lot momentum in Infra now.
     
  6. Warren Buffet Jr.

    Warren Buffet Jr. Member

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    Yes!
     
  7. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    yes , in my portfolio i am having 2 infra stocks
    1.PNC infra
    2. Sunil Hitech
     
  8. Warren Buffet Jr.

    Warren Buffet Jr. Member

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    @RAMA MURTHY SASTRY CHALLA PNC infra & Sunil Hitech both are good stock, another stock in the infra space I like is J Kumar. At what price did you buy PNC Infra?
     
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  9. Thamizh

    Thamizh New Member

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    I an watching Jkumar infra. What do you think can be the best price for long term investment
     
  10. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Sir , now i am at Bangalore tour , i will come back on 24 th of this month , after i reach my town , i wll study jkumar and give reply to you sir
     
  11. Chirag Zala

    Chirag Zala New Member

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    Helo Rama Sir,

    I am holding 5000 Sunil Hitech at price of 13.....I want to accumulate more but awaiting for correction....Do you see that I can get this stock around 12-11???
     
  12. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Stock is shooting up to 14.50 you have made heavy gain. Congrats for conviction :)
     
  13. Chirag Zala

    Chirag Zala New Member

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    Thanks Srouta Ji :)
     
  14. Warren Buffet Jr.

    Warren Buffet Jr. Member

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    J Kumar is not in my portfolio but on my watchlist, so I cant say anything about its target price. It has shown increasing PAT over the years though the CAGR stands around 8% and has stable balance sheet and strong order book but I would suggest you to book partial profits if your're in good profits.
     
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  15. Warren Buffet Jr.

    Warren Buffet Jr. Member

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    Last edited: Apr 20, 2017
  16. Chirag Zala

    Chirag Zala New Member

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  17. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    very nice price , congratulations sir
     
  18. Warren Buffet Jr.

    Warren Buffet Jr. Member

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    Recent press release :

    Sunil Gutte willing to step up Sunil HiTech Engineers Ltd in infrastructure verticals -

    http://www.thehindubusinessline.com...n-infrastructure-verticals/article9658242.ece


    Also contains list of ongoing projects : (strong order book)

    Building Construction Ongoing Projects

    PUNJAB
    • Bathinda & Govindval- Construction of Central Sudhar Griha – CV Rs. 350.00 Crs

    NAGPUR
    • Water Greens- Jaitala Nagpur 4 Tower buildings.
    • Royalty-7 Bungalows on 7 floors.

    GOA
    • Green Acres- 5 Tower Building

    ANDHRA PRADESH
    • Singreni- SCCL- Construction of Staff Quarters, GM Bungalow at Singareni TPP – CV Rs. 92.29 Crs
    • Construction on Administrative Building/Canopies at Toll Plaza (pkg 5&6) at Hyderabad

    MAHARASHTRA
    • 2x500 MW NTPC Mauda STPP Civil work of Administrative& Residential Buildings.
    • CPWD/VNIT Nagpur: Construction of Classroom Complex.

    UTTAR PRADESH
    • Kanpur- KDA - Construction of EWS Houses – CV Rs. 89.38 Crs
    • Firozabad- UPRNNL - Construction of Medical college buildings – CV Rs. 130.00 Crs

    BIHAR
    • BSHB - Construction of 1054 Flats at Dalpatpur (G+11) – CV Rs. 415.48 Crs
    • Construction of Surgical Block Building at Darbhanga, Bihar – CV Rs. 1,32.30 Crs
     
  19. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Very good research work ....
     
  20. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    in my view " Sunil Hitech & PNC Infra " is my recent Investments ....

    i am expecting these are Future " L&T " like companies
     
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