Ratnaveer's growth visibility is strong. With strong demand traction, capacity expansions & favourable product mix, op performance expected to improve significantly. Revenue CAGR at ~24% CAGR & EBITDA/PAT growth at ~45%/~47% CAGR expected. TP ₹290 (+36%)
Posts tagged RJ Fan Club
Repco Home Finance is the beneficiary of tailwinds in the housing sector. TP ₹610 (+32%) (14-11-2024)
Repco Home Finance is the beneficiary of tailwinds in the housing sector aided by a credit linked subsidy scheme and NHB funding in Budget 2024. Loan book composition is 52% Non-salaried & 48% Salaried. RoA is 3.3%, RoE is 16.0%. Buy for TP ₹610 (+32%)
Repco Home Finance is the beneficiary of tailwinds in the housing sector. TP ₹610 (+32%)
AWFIS has bullish long-term growth prospects. TP ₹1013 (33%) (13-11-2024)
AWFIS has bullish long-term growth prospects: i) favourable demand-supply gap, ii) strong inventory additions, iii) improving occupancy, iv) capital-light growth, v) robust Balance Sheet. Management has ability to deliver profitable growth. TP ₹1013 (33%)
AWFIS has bullish long-term growth prospects. TP ₹1013 (33%)
Elon Musk is in favour of Solar power & may influence Trumps’ views (13-11-2024)
Elon Musk is in favour of Solar power & says it will replace natural gas and coal & be the vast majority of power generation in the future (In Australia, 80.5% is generated by Solar). As he is Trump's confidant, his views may influence Trumps' & provide breather for Solar stocks
![[IMG]](https://pbs.twimg.com/media/GcO2KyTbQAAgiIC?format=jpg&name=small)
Ashish Kacholia has invested ₹19 Cr in 1.87% of Bharat Parenterals (13-11-2024)
Ashish Kacholia has invested ₹19 Cr in 1.87% of Bharat Parenterals. M-Cap is ₹950 Cr. Promoters hold 67%. Co manufactures specialty drugs & formulations. Market size is $1.9 Tn by 2027. Co is poised to achieve rapid revenue growth & margin expansion over the next few years
![[IMG]](https://pbs.twimg.com/media/GcOxzPna0AAKnKZ?format=png&name=small)
Hi-Tech pipes has mammoth growth prospects in the structural steel tubes space (12-11-2024)
Hi-Tech pipes has mammoth growth prospects in the structural steel tubes space due to healthy demand by the Jal Jeevan Mission (Budget ₹70163 cr), capacity expansion, transition from generic to value-added products & product enhancement. TP ₹215 (22.5%)
Hi-Tech pipes has mammoth growth prospects in the structural steel tubes space
Power Grid is trading at attractive valuation with dividend yield of 4.3%. TP ₹426 (36%) (11-11-2024)
Power Grid has 50-60% market share in Inter-State Transmission Systems. Total capex potential is ₹6.6T. It is well placed to execute 6 upcoming HVDC & 3 cross-border projects. Co is trading at attractive valuation with dividend yield of 4.3%. TP ₹426 (36%)
Power Grid is trading at attractive valuation with dividend yield of 4.3%. TP ₹426 (36%)
AVALON’s long-term revenue trajectory will continue to be strong. TP ₹920 (+30%) (10-11-2024)
AVALON's long-term revenue trajectory will continue to be strong due to 1) the addition of new customers in the US & Indian markets & 2) order inflows from high-growth/high-margin industries such as Clean Energy, Mobility & Industrials. TP ₹920 (+30%)
AVALON's long-term revenue trajectory will continue to be strong. TP ₹920 (+30%)
Yatharth is trading at comforting valuations. Buy for TP ₹790 (30%) (09-11-2024)
Yatharth is trading at comforting valuations. Given significant growth opportunities in local market & its pledge to increase revenue without sacrificing return ratios, there's a clear sign that gap in valuation from peers is likely to wane. TP ₹790 (30%)
Yatharth is trading at comforting valuations. Buy for TP ₹790 (30%)
J.B. Chem is well-positioned to capitalize on immediate growth opportunities (08-11-2024)
J.B. Chem is well-positioned to capitalize on immediate growth opportunities & report 29% EPS CAGR over FY24-26E aided by strong growth from domestic business, 30% growth from acquired portfolios & scaling up of high margin CDMO business. TP ₹2217 (19%)
J.B. Chem is well-positioned to capitalize on immediate growth opportunities