Multibagger Stock IdeaS™️📈💰🎯

Amber Enterprises
#Amber
#AmberEnt

Solid Q2FY25 posted by Amber Enterprises

Foray into new segments and scale up is evident now in numbers

Seasonality in the business
Q4 and Q1 are heavy qtrs

Q2FY25:
Rev at 2685cr⏫82%

EBITDA at 132cr vs 72cr⏫82%
Core EBITDA at 120cr vs 65cr⏫85%

OPM at 7.1% vs 7%

PAT at 21cr vs -6cr

H1 EBITDA at 348cr vs 224cr⏫56%

H1 PAT at 96cr vs 41cr⏫134%

Market is testing you right now.

And If you sell your portfolio now, because of panic and fear or without any strong reason.

Then definitely you are going to fail this test.

These declines come and go

Day of midcaps, smallcap and SME from last 4 days
Repeats today
Many comps declaring blockbuster earnings with decent cash flows

Olectra Greentech
#Olectra
#OlectraGreentech
Finally, delivers a blockbuster Q2FY25 with record growth and margin expansion QoQ and YoY 🔥 👏
Rev at 523cr vs 307cr, Q1 at 313cr
PBT at 65cr vs 26cr, Q1 at 32cr
PAT at 48cr vs 18cr, Q1 at 24cr
2x QoQ 👏
OCF at 67cr vs 41cr

Gabriel India
#Gabriel
Steady and consistent Q2FY25
Rev at 1027cr vs 864cr, Q1 at 946cr
PBT at 82cr vs 62cr, Q1 at 76cr
PAT at 62cr vs 46cr, Q1 at 57cr

Dynamic Cables
#DynamicCables
Solid Q2FY25 with healthy QoQ uptick
Rev at 234cr vs 154cr, Q1 at 208cr
PBT at 18.3cr vs 7.2cr, Q1 at 15.6cr🔥
PAT at 14cr vs 5cr, Q1 at 11.5cr
OCF at 15cr vs -10cr

Gist of interview of Ajay Singhania, MD and CEO  EPACK Durable Limited 

Plans to invest $30 million in the first phase of a new manufacturing facility at Sri City. This investment is part of a new alliance with Chinese consumer electronics giant Hisense. This Sri City unit is going to be a dedicated facility for Hisense, which will operate as a subsidiary of EPACK.
The goal is to establish a production capacity of at least one million ACs by FY28, with production slated to begin in June 2025. In addition to ACs, the facility will later produce washing machines, refrigerators and other smaller appliances.

Further investments will be required as they expand the capacity for refrigerators and other products. Expects the company to achieve a topline of $1 billion within the next 3-4 years.

While EPACK is responsible for manufacturing, Hisense will contribute by investing in tooling, design, technology and market development. Creating a strong market presence in India is key for Hisense, as it is a new venture for the company. Over time, they aim to expand their reach beyond India and supply products to global markets.

Epack Durable eyes 45-50% revenue growth in CFY. 

Hisense, a global leader in consumer electronics and home appliances, has entered a strategic manufacturing alliance with EPACK Durable. Under this partnership, Hisense will set up a manufacturing facility in India to produce its range of ACs and home appliances. The goal is to introduce Hisense’s smart, premium-quality products to the Indian market and become one of the top five brands in the country within the next five years. 

Founded in 1969, Hisense currently operates in over 160 countries and generated around $29 billion in revenue in 2023, with over 40% coming from international sales. The company specialises in home entertainment, appliances, and IT solutions, with a focus on innovation and sustainability. Hisense is known for pioneering technologies such as Laser TV, ULED and AI chips. Its brand portfolio includes Toshiba TV, Gorenje, and ASKO.

While EPACK Durable began as a contract manufacturer of consumer durables and later transitioned into an Original Design Manufacturer (ODM) for ACs and small domestic appliances in 2012. Currently, EPACK is the second-largest AC manufacturer in India with 24% market share,

EPACK Durable currently has MCAP of around ₹3,912 crore. Its shares gained 111% over the past six months.

HFCL

Setting up of new facility in NCR region for the manufacture of Telecom and Networking products

Eligible for PLI benefits by manufacturing these products

#HFCL #stockstofocus

People remember fundamental only when stocks go down, else every rising stocks look like multibagger.

#stockmarketsindia

😅
#HyundaiMotorsIPO

MUKUL AGRAWAL sir Name appears in DEEPAK FERTILISERS with 1.19% stake.

BALU FORGE 🔩
BULL FORGE🐂

Blockbuster💥💥💥

Rev. up 57%
EBitda up 98%🤯
PAT up 2x🤯🤯

EPS 4.26 vs 2.47

EBitda margin 29.2% vs 21.6%
PAT margin 21.60% vs 16.7%

Huge CWIP of 283crs

CFO 49crs vs -165crs

E2E Networks
#E2E
Good set, but runup has been huge
Rev at 47.5cr vs 21.6cr, Q1 at 41.3cr
PBT at 16.1cr vs 8.7cr, Q1 at 13.55cr
PAT at 12.1cr vs 5.8cr, Q1 at 10.1cr
OCF at 95cr vs 43cr👏

Tata Motors secures a significant order for 1,000 diesel bus chassis from UPSRTC.

Cyient DLM
#CyientDLM
Decent set, rich valuations
Rev⏫33% at 389cr
EBITDA ⏫34.4% at 31.6cr
Rev at 389cr vs 291cr, Q1 at 258cr
PBT at 21cr vs 17.5cr adj for other income, Q1 at 12.4cr
PAT at 15.4cr vs 12.4cr, Q1 at 8.4cr
OCF at -19cr, flattish
Orderbook at 1980cr

India Emerging Giants Fund
New Holdings

Praveg Ltd with 1.08% stake

Inflame Appliances with 3.57% stake

Always keep an open mind
Do not get emotionally attached
When the facts change, why shouldn't you?

🚨 Jio lost 10.9 million customers in Q2 FY25 after the increase in prices.

#BREAKING 🚨Serum Institute's Adar Poonawalla led Serene Productions to buy 50% stake for 1,000 crore in Karan Johar’s Dharma Productions⚡️

Jindal Saw
#JindalSaw

Excellent #Q2FY25 with solid improvement in EBITDA, PBT and PAT 👏

Highest ever Q2

Solid margins maintained consistently from last 8 qtrs

Steady orderbook with solid demand

Q2FY25:
Rev at 5602cr vs 5488cr
EBITDA at 944cr vs 826cr
PBT at 636cr vs 496cr
PAT at 475cr vs 356cr

Orderbook at $1.62 billion

Sold 49,000MT rust free pipes from South division

Prepaid 200cr loans in Oct 2024
Intends to prepay another 250cr in next few months