Bharti Airtel Ltd – Rising Revenue

Bharti Airtel Ltd  closes   at ₹523.55 with  a  Gain   of  +2.50 %   on    28-Aug-2020   with formation of  a  Green Candle    on Daily  Price Chart.

About the Company : Bharti Airtel Ltd is principally engaged in provision of telecommunication services in India.

Bharti Airtel Ltd  has posted Net Sales / Revenue   of ₹87539.00 & Net Loss   of -₹32183.20 Cr in FY2020 and expected to post Net Sales / Revenue   of ₹100728.10 Cr & Net Loss  of ₹12727.70 Cr in FY2021 and Net Sales / Revenue   of ₹113775.00 Cr & Net Profit of ₹8437.00 Cr in FY2022  and Net Sales / Revenue   of ₹113775.00 Cr & Net Profit of ₹8437.00 Cr in FY2022  and Net Sales / Revenue   of ₹128501.30  Cr & Net Profit of ₹13446.10 Cr in FY2022 .

Sector Update : The industry's revenue will grow at 14-15 per cent in FY21, led by some improvement in average revenue per user (ARPU).^ Source : Media Report

Valuations  : Since the Company has posted New Loss in FY2020 and expected to reduce it losses in FY2021, our model doesn’t value the Loss making cos. As the company is expected to post Priofit in FY2022 and FY2023, it is now Trading at X2.02 of its FY2022 earning and X1.27 of its FY2023 earnings.

Return on Equity (ROE) which is now -4.56 for FY2020 will improve to +17.10% by the FY2023.

The Fare Value of Equity Per Share is ₹259 for FY2022 and ₹413 for FY2023. A Decline in price will make it attractive (~27% fall to reach it FY23 fair value) for Long Term.

Disclaimer : We are / may going to take exposure shortly.

Join Us at   Telegram #   https://t.me/TheNiftyNext

Data Source | NSE Website | Screener.In  | Capital Line | Money Control |

The author tracks economic, behavioural and corporate tends, hoping to gauge good avenues of return based on Fundamental Valuations of Stocks, a follower of EPV method. You can reach me/us at | Twitter # NiftyNext1 |  e-Mail : Mail@NiftyNext.Com  |  Tel +91 8802230836  |  Telegram # TheNiftyNext   |

Somany Home Innovation Ltd – Perfect Kitchen Appliances Player

Somany Home Innovation Ltd  closes   at ₹ 91.60 with  a  Loss    of  -1.10 %   on    28-Aug-2020   with formation of  a  Red Candle    on Daily  Price Chart.

About the Company : Somany Home Innovations Ltd. (SHIL) is a newly created Corporate Entity of HSIL Limited, vastly recognised by its Brand Hindware, a leading name in the Indian market. SHIL is focused on servicing end-consumers in the market and is involved in branding, marketing, sales, distribution, trading, service etc. of Consumer Appliances under the Brand name ‘Hindware’, ‘Moonbow’ and Furniture Retail Business under the Brand name ‘Evok’.

Sector Update : The kitchen appliances market in India is estimated at INR 21,500 Cr in 2018 of which 45-50% is contributed by large kitchen appliances.The market is expected to grow at a CAGR of ~12% largely driven by the high growth in the large kitchen appliances segment. The large kitchen appliance market is expected to witness a CAGR of ~15% for next 5 years whereas food preparation and cooking appliance market will grow at a CAGR of ~8% and ~9% respectively. Mixer grinders contributes to 60-65% of food preparation market whereas water purifier is the largest category in large kitchen appliance with 50-55% of the market.

Somany Home Innovation Ltd  has posted Net Sales / Revenue   of ₹1613.12 Cr  & Net Profit  of ₹23.11 Cr in FY2020 . Operating Profit  is ₹ 88 Cr and Operating Profit margin is 5% and Net Profit margin is 1%.

Valuations  :  The Company is now Trading at X 1.7 of its  valuations of FY2020 earnings.

Disclaimer : We are / may going to take exposure shortly.

Join Us at   Telegram #   https://t.me/TheNiftyNext

Data Source | NSE Website | Screener.In  | Capital Line | Money Control |

The author tracks economic, behavioural and corporate tends, hoping to gauge good avenues of return based on Fundamental Valuations of Stocks, a follower of EPV method. You can reach me/us at | Twitter # NiftyNext1 |  e-Mail : Mail@NiftyNext.Com  |  Tel +91 8802230836  |  Telegram # TheNiftyNext   |

Thejo Engineering Ltd – Engineering Play & Valuations

Thejo Engineering Ltd  closes   at ₹683.55 with  a  Gain   of  +5.0 %   on    27-Aug-2020   with formation of  a  Green   Candle    on Daily  Price Chart.

About the Company : Thejo Engineering is an Engineering Solutions provider for Bulk Material Handling, Mineral Processing and Corrosion Protection to the Core Sector Industries like mining, power, steel, cement, ports and fertilizers. The Companys services include belt conveyor installation, maintenance and operations, while its product portfolio covers design, manufacture and supply of engineering products for Bulk Material Handling, Mineral Processing and Corrosion Protection

Thejo Engineering Ltd has posted Net Sales / Revenue   of ₹201.00 Cr  & Net Profit  of ₹14 Cr in FY2020 . Operating Profit margin is 13% and Met Profit margin is 7% and Tax Paid 27% in FY2020.

Valuations  :  The Company is now Trading at X 1.0 of its  valuations ( last 4Quaters earnings considered here), which indicates that it is now Trading at Par with its Fair Value.

Disclaimer : We are / may going to take exposure shortly.

Join Us at   Telegram #   https://t.me/TheNiftyNext

Data Source | NSE Website | Screener.In  | Capital Line | Money Control |

The author tracks economic, behavioural and corporate tends, hoping to gauge good avenues of return based on Fundamental Valuations of Stocks, a follower of EPV method. You can reach me/us at | Twitter # NiftyNext1 |  e-Mail : Mail@NiftyNext.Com  |  Tel +91 8802230836  |  Telegram # TheNiftyNext   |