Swelect Energy Systems Ltd – A Turnaround Story

Swelect Energy Systems Ltd  closes   at ₹136.70 with  a  Gain   of   +20.00 %   on    21-Aug-2020   with formation of  a  Up-Tick    on Daily  Price Chart.

About the Company : Swelect Energy Systems is engaged in the business of manufacturing and trading of Solar power projects, off-grid solar photovoltaic modules, based on crystalline silicon technology (c-Si), solar and wind power generation, contract manufacturing services, installation and maintenance services, sale of Solar Photovoltaic inverters and energy efficient lighting systems.

Swelect Energy Systems has posted Net Sales / Revenue   of ₹252 Cr  & Net Loss  of ₹7.00Cr in FY2020 .

June Quarter 2020 Results Update : The Company has posted net sales of ₹63.24 with Operating Profit of ₹12.35 ( Operating Profit margin is 19.55% ) and Net profit after tax (PAT) is₹ 11.45 Cr.The company has reduced the interest burden  along with increasing OPM, which will be construe as a early signal of Turnaround.

Valuations  :  As the company has posted Net Loss in FY 2020, we are unable to value the cos ( WE follow EPV method for valuations of Company/ Equity ).

Although Best Price at X1 EPV to Past Reference is  ₹140.70.

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   |

Alufluoride Ltd – Capacity Expansion

Alufluoride Ltd  closes   at ₹211.75 with  a  Fall    of  -2.10 %   on    21-Aug-2020   with formation of  a  Red  Candle    on Daily  Price Chart.

About the Company : Alufluoride is engaged in producing Aluminium Fluoride and related products

Alufluoride Ltd has posted Net Sales / Revenue   of ₹75.72 Cr  & Net Profit  of ₹10.34 Cr in FY2020 and expected to post Net Sales / Revenue   of ₹75.50Cr & Net Profit of ₹9.21 Cr in FY2021 and Net Sales / Revenue   of ₹96.59 Cr & Net Profit of ₹13.55 Cr in FY2022 .

Whats the Future : 1. Green field project in Jordan 2.  Earnings are expected to grow at a CAGR of 14.5 percent for the next two years

Valuations  :  The Company is now Trading at X 1.40 of its  valuations ( last 4Quaters earnings considered here)at ~40 % premium  and at X1.07  of its FY 2021, which is now almost  ~7%  Premium to its value  and X0.73 of its FY2022 earnings with a Discount of ~ 27 %.

EV/ EBITDA is  for FY-2020 is 7.7 and 8.3 for FY21 and 5.6 for the FY2022.

The Fare Value of Equity Per Share is ₹197.43 for FY2021 and ₹290.46 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   |

PTC Industries Ltd – High Operating Profit Margin Play

PTC Industries Ltd closes   at ₹582.50 with  a  Gain   of   + 20.00 %   on    14-Aug-2020   with formation of  a  Long Green  Candle    on Daily  Price Chart.

About the Company : PTC Industries Limited is engaged in manufactures stainless steel castings, alloys steel castings, non-alloy steel castings, steel structure and assembly items.

PTC Industries Ltd posted Net Sales / Revenue   of ₹168.00 Cr  & Net Profit  of ₹11.00 Cr in FY2020 with Operating Profit of ₹ 28..00 Cr and Operating Profit Margin of 17% . In June Quarter 2020, the company has posted Net Sales of ₹28.16 Cr with Operating profit of ₹ 6.73Cr and OPM of 23.30% and posted PAT of ₹ 0.33Cr.

Valuations  :  The Company is now Trading at X 2.2  of its  valuations ( last 4Quaters earnings considered here)at ~120 % premium  and at X1.98 of its FY 2021, which is now almost  ~98%  Premium to its value .

The Fare Value of Equity Per Share is ₹525.83 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   |