Fundamental Analysis (Long term) @fundamental3 Channel on Telegram

Fundamental Analysis (Long term)

22 Oct, 08:16

RAJRATAN GLOBAL

Target 1.2 Lk tons in volumes this year, vs 1.25 Lk earlier

FY25 Revenue seen around 1000 Cr vs 1100 Cr earlier

Full year Cons Margins seen b/w 15-16%

Thailand Market Share at 30% vs 26% in FY24

Market share in India at 42% vs 37%

3,282

Fundamental Analysis (Long term)

22 Oct, 06:38

GRAVITA INDIA

Targets 23-27% volume growth this year

Expects 100 bps margin improvement over the next 3 years

ROCE to remain above 20%

Working capital days to come down to 65-70 days

Margins to improve as mix changes

Volumes +23%-27% in FY25

4,173

Fundamental Analysis (Long term)

22 Oct, 04:25

SAHASARA ELECTRONICS still looks good for long term
Available at attractive level
Cmp: 718

4,880

Fundamental Analysis (Long term)

22 Oct, 03:43

CYIENT DLM CONCALL

Expects Improvement in Order Book From 2nd Half Of Fy25

EBITDA Expected To Remain Flat For This Year

Organic Revenue growth of 30 % CAGR

5,094

Fundamental Analysis (Long term)

22 Oct, 02:17

Shared by raghav wadhwa

5,468

Fundamental Analysis (Long term)

22 Oct, 02:17

✍️Gujarat Narmada Valley Fertilizers & Chemicals Ltd:
Co. is currently is working on a 10 MW electrolyzer-based green hydrogen project.

🔸M Cap: ₹9,289 Cr
🔸CMP: ₹632
🔸P/E: 18.1
🔸3 Years Sales Growth: 15.6%

5,439

Fundamental Analysis (Long term)

22 Oct, 02:17

✍️3M India Ltd:
Co. supports the National Green Hydrogen Mission, focusing on domestic electrolyzer manufacturing and green hydrogen production.

🔸M Cap: ₹38,149 Cr
🔸CMP: ₹33,850
🔸P/E: 67.4
🔸3 Years Sales Growth: 17.5%

5,352

Fundamental Analysis (Long term)

22 Oct, 02:16

✍️Tamil Nadu Petro Products Ltd:
Co. plans to upgrade to Bipolar membrane technology for caustic soda production with a new 250 TPD Cell House and electrolyzer, costing ₹165 crore.

🔸M Cap: ₹764 Cr
🔸CMP: ₹84.9
🔸P/E: 13.6
🔸3 Years Sales Growth: 13.4%

5,105

Fundamental Analysis (Long term)

22 Oct, 02:16

✍️Larsen & Toubro Ltd:
Co. secured its first green hydrogen project with a private client to establish an electrolyzer unit.

🔸M Cap: ₹4,93,362 Cr
🔸CMP: ₹3,588
🔸P/E: 37.1
🔸3 Years Sales Growth: 17.6%

4,708

Fundamental Analysis (Long term)

22 Oct, 02:16

✍️Adani Enterprises Ltd:
Adani Enterprises' subsidiary secured a contract to build electrolyzer capacity under the green hydrogen PLI scheme.

🔸M Cap: ₹3,42,630 Cr
🔸CMP: ₹2,969
🔸P/E: 82.4
🔸3 Years Sales Growth: 34.6%

4,433

Fundamental Analysis (Long term)

22 Oct, 02:16

✍️Inox Green Energy Services Ltd:
Co. provides fluoropolymer solutions for solar and green hydrogen, including membranes for electrolyzers and fuel cells.

🔸M Cap: ₹6,593 Cr
🔸CMP: ₹181
🔸P/E: 249
🔸3 Years Sales Growth: 9.19%

4,177

Fundamental Analysis (Long term)

22 Oct, 02:16

✍️ABB India Ltd:
Co. offerings include switchgears, battery storage, motors, drivetrain packages, electrolyzers, and automation systems.

🔸M Cap: ₹1,80,038 Cr
🔸CMP: ₹8,496
🔸P/E: 112
🔸3 Years Sales Growth: 21.5%

3,991

Fundamental Analysis (Long term)

22 Oct, 02:15

✍️Gensol Engineering Ltd:
Co. is building green hydrogen infrastructure and an electrolyzer plant, and secured India’s first Green Hydrogen Valley project in Pune in September 2024.

🔸M Cap: ₹3,075 Cr
🔸CMP: ₹812
🔸P/E: 52.8
🔸3 Years Sales Growth: 147%

3,935

Fundamental Analysis (Long term)

22 Oct, 02:15

✍️Onward Technologies Ltd:
Co. focuses on Mechanical Engineering Design and IT services, including off-highway product and electrolyzer development.

🔸M Cap: ₹837 Cr
🔸CMP: ₹370
🔸P/E: 34.7
🔸3 Years Sales Growth: 25.3%

4,065

Fundamental Analysis (Long term)

22 Oct, 02:15

✍️Thermax Ltd:
Co. plans to set up an electrolyzer facility under the green hydrogen PLI scheme.

🔸M Cap: ₹61,429 Cr
🔸CMP: ₹5,155
🔸P/E: 103
🔸3 Years Sales Growth: 24.8%

4,100

Fundamental Analysis (Long term)

22 Oct, 02:15

✍️Advait Infratech Ltd:
Co. manufactures and assembles fuel cells and electrolyzers.

🔸M Cap: ₹1,873 Cr
🔸CMP: ₹1,734
🔸P/E: 72.6
🔸3 Years Sales Growth: 47.0%

4,297

Fundamental Analysis (Long term)

22 Oct, 02:14

✍️Oriana Power Ltd:
Co. announces a Gigafactory for electrolyzers and BOP modules to produce green hydrogen and e-fuels at a gigawatt scale.

🔸M Cap: ₹3,959 Cr
🔸CMP: ₹2,064
🔸P/E: 73.0
🔸3 Years Sales Growth: 125%

4,215

Fundamental Analysis (Long term)

22 Oct, 02:14

India's Hydrogen Electrolyzer Market to reach $78B by 2050, with 16% CAGR

12 Hydrogen Proxy Companies that may benefit from this 👇

4,194

Fundamental Analysis (Long term)

21 Oct, 07:15

📌Discover the Top picks of High growth low PE companies in the Smallcap / Microcap / SME segment

Companies covered based on FY25 (E) valuations in Set 10:

🔹Tejas Networks
🔹Chavda Infra
🔹AVP infra
🔹Shivalic Power

6,097

Fundamental Analysis (Long term)

21 Oct, 07:01

Indiamart says

🤞 Optimistic on better paid subscriber addition in H2 vs H1
👍 Expects double digit collection growth in H2FY25
🤩 Standalone Margins will be maintained at 33%
🎯 Expect BUSY infotech will grow by 20-25%

7,560

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47,875

16,556

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