Zen Technologies is not importing any component like other companies and in-fact Zen Technologies is the sole applier in many anti-drone tenders since other companies do not fulfill the criteria of indigenization.
In Feb 22 the Govt has banned all the import of drones and components to encourage domestic drone manufacturing industry to become global drone hub by 2030.
company is fully utilizing its manufacturing capacities for anti-drone systems.
Moreover an assembler can not generate 25% EBITDA.
Posts in category Value Pickr
Zen technologies – A micro cap in the defense space! (04-02-2024)
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (04-02-2024)
Thank you. Do we have any guidance on when can some returns be expected from this investment?
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (04-02-2024)
Thanx Dear.
I am as good or as bad as you in stock selection. I often get this question in this thread. There is nothing wrong in asking this valid question as things change with passage of time and as soon as I get some update , I give priority in posting this in this forum.
When this thread was started under Green hydrogen, a lot of contribution were made by members like you in identifying renewable stocks, in the process I had also learnt a lot and done investments in names as discussed from time to time , which had really given me 3x, 4x returns…
Coming back to your question on renewables like Solar /wind /Green hydrogen stocks , you already seem to have a good selection.
However , you may like to have a look at these renewable stocks which is a basket of fairly diversified small/ midcap / large ca/ Pvt / PSU as given in the link below. Personally I prefer well known names in mid cap/large cap, PSU stocks.
Members ! it would be great please let us have your views on stocks you own or stocks that you want to own giving reasons. I may have some stocks but not all.
Discl: invested in some of these stocks. not a buy sell recommendation. Please do your own assessment before investing
UPL Ltd – global agrochemical company (04-02-2024)
The decline in revenue was majorly attributed to Destocking and lower demand in the European Union and the margins have been impacted due to high-cost inventory liquidation and higher rebates to support channel partners. The company mentioned that the business will be back to normal only after Q2FY25.
We have been witnessing a bearish price trend for the company and the same is expected to continue for the time being.
The company has, at last, realized that its main priority is to reduce debt and it will raise rights issue of up to $500 Mn to repay debt and explore other opportunities to repay debt.
Ranvir’s Portfolio (04-02-2024)
Hi Ranvir, any specific reason for exiting ICICI Bank?
BPL – Amazing Comeback Riding on Flipkart (04-02-2024)
Why Choose BPL PCB Company for Your PCB Project – RAYPCB.
Although description matches with BPL history but need to dig more info if there is collaboration in action
All board seem small which are commodity in nature real margin game is in Automotive or Complex Boards like Defence,Medical,Naval
Bhagiradha Chemicals & Industries Ltd – Growing AgroChemical Company (04-02-2024)
https://www.bseindia.com/xml-data/corpfiling/AttachHis//d1331e1c-c7cc-4124-9f84-3e454f63b406.pdf
I have checked twice. but I can’t find the products portfolio section
Raymond – The Complete Man (04-02-2024)
Any views on the post de-merger share prices of Raymond Ltd & Raymond Lifestyle?
Raymond Ltd will have Realty business, along with the land bank & 66% of the merged engineering business “newco” (post completion of Maini precision acquisition). Realty division will have EBITDA of about 300 Crores in current fiscal. Engineering business will have EBITDA of about 220 crores.
Raymond Lifestyle will have 1100 crores EBITDA
Raymond Ltd will have good growth mainly due to realty division
Raymond Lifestyle will have a modest growth I suppose (have to watch how Ethnix scales up). A positive point is that they will be net surplus cash as this entity received the FMCG sale funds
Appreciate inputs on how to value the above two companies, thanks
L&T – Bluechip, Value play, Digital giant in making (04-02-2024)
Larsen & Toubro Limited’s Q3 FY’24 Earnings Conference Call
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India’s longest sea bridge connecting the Indian city of Mumbai with the satellite city of Navi Mumbai named Shri Atal Bihari Vajpayee Trans Harbour Link or Atal Setu, was inaugurated on the 12th of January 2024. Our company was one of the major EPC contractors involved in this prestigious project.
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On January 22nd, 2024, the Hon’ble Prime Minister of India led the consecration ceremony of the Sri Ram Janmabhoomi Mandir in Ayodhya. We are pleased to inform you that this temple is also being constructed by Larsen & Toubro.
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Our Hydrocarbon business has performed exceptionally well during the year. The nine-month order inflow for this business at Rs.582 billion is a record high. Consequently, the order book for this business has expanded to Rs.1.07 trillion as of December ’23
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Our Financial Services business has achieved the highest ever quarterly retail disbursements of Rs.149 billion and the retail portfolio today is at 91% of the overall book, which stands at Rs.818 billion
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We manufactured the first Electrolyzer of 1 MW in the Hazira factory on December 13th, 2023
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On the Green Energy side, L&T Electrolysers Limited has emerged as a successful bidder with an allotted capacity of 63 MW under the tranche-I of the PLI scheme for electrolyser manufacturing, launched by the Ministry of New and Renewable Energy
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The Data Center at Panvel, a pilot project by L&T, has gone live with a capacity of 1.4 MW in the Mumbai region. Furthermore, there is an upcoming data center closer to commissioning of almost 12 MW in Chennai, expected to be completed in Q4 FY’24.
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We incorporated a wholly-owned subsidiary, L&T Semiconductor Technologies Limited on November 29, 2023. Over time, this company will be engaged in the business of fabless semiconductor chip design and product ownership
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Our order book is at Rs.4.7 trillion as of December ’23, which is up by 22% when compared to December ’22.
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As our Projects and Manufacturing business is largely India-centric, 61% of our order book is domestic and 39% international. Of the international order book of Rs.1.84 trillion, around 92% is from the Middle East and 2% from Africa, and the remaining 6% constitute from various countries, including Southeast Asia
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Receipt of multiple orders contributed to the order inflow in the Defense business, whereas we witnessed order deferrals in the Heavy Engineering segment during the quarter. Our order prospects pipeline for this segment is Rs.163 billion.