JTL Industries has ascended as the fastest-growing co propelled by robust sectoral dynamics, augmented production capacities & strong offtake. Its strategic decision to prioritize value-added product segments has proven to be effective. TP ₹294 (+37.6%) https://rakesh-jhunjhunwala.in/jtl-…y-for-target-price-of-₹294-37-6-upside-smifs/…
JTL Industries has ascended as the fastest-growing co. Target Price ₹294 (37.5% upside)
TRIL: HV power transformer manufacturers are seeing a Goldilocks phase of T&D cycle – high demand (domestic +exports) coupled with short supply spurring premium pricing & margins. TRIL's order book is ₹35Bn, margin outperformance continues. TP ₹980 (45%)
ValueQuest Moat Fund has invested in 1.17% of MSTC worth ₹59 Cr. Govt holds 65%. M-Cap is ₹4900 Cr. Co earns by conducting auctions (e-commerce) for other PSUs & Govt Depts. Scrap recovery is a main business. RoCE is 37%, RoE is 27%, Dividend yield is 2.4%. Co is net debt-free
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Skipper has presence across the T&D ecosystem & is poised for a powerful performance. It stands to benefit immensely from domestic & export order intake tailwinds. It is doubling tower capacity & is only backward-integrated player in India. TP ₹650 (44%)
Ashish Kacholia has invested ₹60 Cr in 2.52% of Jyoti Structures. M-Cap is ₹2400 Cr. Co was rescued from insolvency by Sharad Sanghi of Netmagic. Co is play on infra & power sector as it has expertise in turnkey EPC solutions for electricity transmission, distribution (T&D) etc
Jubilant Pharmova has a diversified & unique business model with new growth drivers & multiple triggers. It has growth visibility & revenue potential of $350 Mn. Co is embarking on a new earnings cycle. PAT has potential to grow 4x. TP ₹1450 (30%)
Jubilant Pharmova has a diversified & unique business model with new growth drivers. 30% upside
Jubilant Pharmova has a diversified & unique business model with new growth drivers & multiple triggers. It has growth visibility & revenue potential of $350 Mn. Co is embarking on a new earnings cycle. PAT has potential to grow 4x. TP ₹1450 (30%)
Jubilant Pharmova has a diversified & unique business model with new growth drivers. 30% upside
Thangamayil Jewellery is a high-conviction BUY. It is the D-Mart of Tamil Nadu's jewellery retail sector. Significant rerating is expected as the Co's ROE improves from 18% to 32% substantially surpassing that of Titan, the market leader. TP ₹2550
Aeroflex is a conviction pick riding on multiple tailwinds. Well positioned to benefit significantly from healthy global demand of flexible flow solutions & is expanding its presence to new age sectors. Focused on improving profitability. TP ₹230 (29%)
Aeroflex is a conviction pick riding on multiple tailwinds. TP ₹230 (29%)
Vikas Khemani's Carnelian Fund has invested ₹40 Cr in R Systems. Co has expertise in product engg, Cloud, AI & Automation. Blackstone group are Promoters (52%) & ex-Infy executive Nitesh Bansal is CEO. Co is play on accelerating shift to cloud & AI adoption. Reasonable valuation
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Vikas Khemani's Carnelian Fund has invested ₹40 Cr in R Systems
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