Senco Gold has huge headroom to grow due to its strong legacy in jewellery business, expanding footprint through diverse distribution channels, focus on light affordable jewellery & healthy growth visibility from Co operated & franchise stores. TP ₹1319 (20%)
https://rakesh-jhunjhunwala.in/senc…rget-price-of-₹1319-20-upside-sbi-securities/…
TCI Express has a strong balance sheet, healthy cash flow-generation capacity & high return ratios. It has performed well vis-à-vis industry peers. Co is on track to achieve profitable growth. 24% net earnings CAGR expected over FY2024-FY2027E. TP ₹1350 (28%) https://rakesh-jhunjhunwala.in/tci-…profitable-growth-buy-for-target-price-of-%e2%82%b91350-28-upside-sharekhan/
Sky is not the limit for Sky Gold. It is scoring gold on all parameters. Revenue/EBITDA/PAT expected to grow 53%/56%/70% over FY24–27. EPS to grow at 84% over FY24-26E. It can be a long term compounding story with margin of safety. TP ₹3,600 (53% upside)
https://rakesh-jhunjhunwala.in/sky-…y-for-target-price-of-₹3600-53-upside-nuvama/…
Sky is not the limit for Sky Gold. It is scoring gold on all parameters. TP ₹3,600 (53% upside)
Sky is not the limit for Sky Gold. It is scoring gold on all parameters. Revenue/EBITDA/PAT expected to grow 53%/56%/70% over FY24–27. EPS to grow at 84% over FY24-26E. It can be a long term compounding story with margin of safety. TP ₹3,600 (53% upside)
https://rakesh-jhunjhunwala.in/sky-…y-for-target-price-of-₹3600-53-upside-nuvama/…
Sky is not the limit for Sky Gold. It is scoring gold on all parameters. TP ₹3,600 (53% upside)
Dolly Khanna holds 16,18,520 shares of Chennai Petroleum Corporation Limited (1.09 percent of the total paid-up capital) in the April to June 2024 quarter.
Experts of Fundamental analysis say oil stocks are a good buy because the Govt is proposing to bring petrol and diesel under the GST. Many state governments have agreed. Chennai Petroleum Corporation and other private oil companies would also benefit from this move.
Saurabh Jain of SMC Global Securities confirmed…
Dolly Khanna portfolio stock Chennai Petroleum Corporation is good buy due to GST reforms
Dolly Khanna holds 1.10% stake or 32,923 shares in Nile Ltd at the end of June 2024 quarter. The stock surged 20% to a record high of Rs 1970 on Friday against the previous close of Rs 1647.50 on BSE. The Company's market cap is ₹549.35 crore.
NILE is engaged in secondary manufacturing of Pure Lead and Lead Alloys. It has two secondary Lead recycling plants located at Choutuppal (60 km from Hyderabad) and at Tirupati (120 km from Chennai). The combined capacity of these two plants is 107000…
Dolly Khanna stock Nile Ltd hits 20% upper circuit. It is a proxy for the booming EV sector
Hindalco has shown robust performance. Profitable growth lies ahead due to strategic capacity expansions at Novelis & Indian operations, robust demand drivers for Aluminium metal & controlled leverage (D/E at ~0.5x). Buy for Target Price ₹825 (32% upside) https://rakesh-jhunjhunwala.in/hind…-target-price-of-₹825-32-upside-icici-direct/…
KPI Green Energy is showing execution led growth. It has a very strong order book & ambitious vision to execute 10 GW of power by 2030. It is raising ₹1,000 cr through QIP which reduce D/E ratio to 1x. Valuation is still attractive. TP is ₹1246 (+25%) https://rakesh-jhunjhunwala.in/kpi-…et-price-of-₹1246-24-6-upside-sbi-securities/…
KPI Green Energy is showing execution led growth. It has a very strong order book & ambitious vision
KPI Green Energy is showing execution led growth. It has a very strong order book & ambitious vision to execute 10 GW of power by 2030. It is raising ₹1,000 cr through QIP which reduce D/E ratio to 1x. Valuation is still attractive. TP is ₹1246 (+25%) https://rakesh-jhunjhunwala.in/kpi-…et-price-of-₹1246-24-6-upside-sbi-securities/…
KPI Green Energy is showing execution led growth. It has a very strong order book & ambitious vision
Azad Engineering stands at an interesting juncture & has a long runway ahead. Its journey has just begun. Co may sustain its high earnings trajectory (EBITDA margin at 33.6%) with recent orders & customer additions. Order visibility ₹33bn. TP ₹2450 (49%) https://rakesh-jhunjhunwala.in/azad…et-price-of-₹2450-49-upside-icici-securities/…
Azad Engineering stands at an interesting juncture & has a long runway ahead. TP ₹2450 (+49%)
![[IMG]](https://pbs.twimg.com/media/GVQ9uBKa0AAf2I9?format=jpg&name=small)