IRB Infrastructure Developers Ltd- Increasing order book now stands at Rs 13,755 crore.

IRB Infrastructure Developers Ltd  closes   at ₹120.75 with  a  Fall   of   -1.70%   on    31-July- 2020   with formation of  a  Red  Candle    on Daily  Price Chart.

About the Company : IRB Infrastructure Developers is engaged in carrying out the construction works as per EPC contract entered between the Company and its subsidiaries.

IRB Infrastructure Developers Ltd has received a letter of award from NHAI for executing a stretch of Vadodara-Mumbai Expressway at a cost of Rs 1,755 crore. Its order book now stands at Rs 13,755 crore.

Valuations  :  The Company is now Trading at X 0.4  of its  valuations ( last 4Quaters earnings considered here)at ~60% Discount  and at X0.52  of its FY 2021, which is now almost  ~48%  Discount  to its value and  X 0.49 of its FY 2022 earning with a Discount   of ~51%   .

The Fare Value of Equity Per Share is ₹277 for FY2020 and ₹ 230 for FY2021.

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

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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   |

Polycab India Ltd – Eyes international markets amid anti-China sentiments

Polycab India Ltd  closes   at ₹819.70 with  a  Gain   of   + 1.30%   on    31-July- 2020   with formation of  a  Long Green  Candle    on Daily  Price Chart.

About the Company : Polycab India is one of the largest manufacturers of various types of cables and wires. The Company is also in the business of Engineering, Procurement and Construction projects, Manufacturing and trading of Electrical Wiring Accessories, Electrical Appliances and Agro Pipe and pumps.

Polycab India Ltd  is now concentrating to increase the Export market by 10% growth in TOP line amidst anti china sentiments in world. It has identified 10 international market , where its product will be in demand.

Valuations  :  The Company is now Trading at X 1.10  of its  valuations ( last 4Quaters earnings considered here)at ~10% premium  and at X1.57 of its FY 2021, which is now almost  ~57%  Premium to its value and  X 0.94  of its FY 2022 earning with a Discount   of ~3%   .

The Fare Value of Equity Per Share is ₹722 for FY2020 and ₹ 522 for FY2021.

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   |

Firstsource Solutions Ltd – A Healthcare, Banking and Financial & Mortgage segment adding value

Firstsource Solutions Ltd  closes   at ₹43.40  with  a  Gain   of   + 7.40  %   on    10-July- 2020   with formation of  a  Long Green  Candle    on Daily  Price Chart.

About the Company : Firstsource Solutions is engaged in the business of providing customer management services like contact center, transaction processing and debt collection services including revenue cycle management in the healthcare industry

The Company  has posted Net Sales / Revenue   of ₹4098.60  & Net Profit  of ₹339.70 Cr in FY2020 and expected to post Net Sales / Revenue   of ₹4217.60 Cr & Net Profit of ₹334.40 Cr in FY2021 and Net Sales / Revenue   of ₹4708.20  Cr & Net Profit of ₹392.60 Cr in FY2022 .

Valuations  :  The Company is now Trading at X 0.70   of its  valuations ( last 4Quaters earnings considered here). It is now Trading at X0.5 of its FY 2020, which is now almost  ~50%  Discount  to its value and  X 0.53  of its FY 2021 earning with a Discount   of ~47%   and X 0.45 of its FY 2022  earning with a Discount  of ~ 65% .

Why In News : RJ has increased stake & HDFC MF has entered in recent past days.

Strengths :  1. Company is having Debt of ₹845.50 Cr in Books (2020), which will be reduceded to ₹ 825.50 Cr in 2021 & ₹805.50 in Fy 2022.

2. Cash Flow from Operations ( CFO ) which is ₹410.40 cr in FY2020, will improve to ₹547.7 Cr in FY2021 and ₹664.00Cr in FY 2022.

The Fare Value of Equity Per Share is ₹82.42 for FY2021 and ₹ 96.70 for FY2022.

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   |