Automobiles : FY22E Estimate Sales Growth %

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Crompton Greaves Consumer Electricals Ltd (539876) – Gaining Market Share

Crompton Greaves Consumer Electricals Ltd (539876) is Trading  at ₹399.45  with  a  Loss  of  -0.9%   on    26-May-2021  with formation of  a  Red  Candle    on Daily  Price Chart at the time of writing this article.

About the Company : Crompton Greaves Consumer Electricals Limited is one of the leading consumer companies in India with a 75+ years old brand legacy. It is an independent company under professional management and have 2 business segments – Lighting and Electrical Consumer Durables. We market our products under the “Crompton” brand name in India and select export markets

Sector Update : Stable

Strength :  1. The company gained a 1 per cent share in fans from smaller players in FY21 with its current share at 28 per cent

2.. All the main consumer product categories such as fans, appliances and pumps which make up 78 per cent of revenues reported robust growth ranging from 59-74 per cent. Growth in the lighting segment was led by consumer lighting which grew by 41 per cent.

3. It has also outperformed the sector growth across segments such as pumps, mixer grinders and air coolers.

Financials : Crompton Greaves Consumer Electricals Ltd  has posted Net Sales / Revenue   of ₹4803.50 Cr & Net Profit of ₹141.10 Cr in FY2020 and expected to post Net Sales / Revenue   of ₹1358.60 Cr & Net Profit  of ₹616.70 Cr in FY2021 and expected to post Net Sales / Revenue   of ₹5429.40 Cr & Net Profit of ₹573.90 Cr in FY2022 & Net Sales / Revenue of ₹6521.50 Cr & Net Profit of ₹744.10 Cr in FY2023.

Valuations  : The Company is now Trading at X 32.50  of its  valuations ( FY2021 earnings considered here) with ~150 % premium and at X2.66  of its FY 2022, which is almost  ~166%  premium   to its value and  X 2.05  of its FY 2023 earning with a  Premium  of ~105%  of its FY2023 earning .

Margin of Safety (1Yr Bond Yield: Value>1 ) is now  0.60  which  makes is attractive after a ~40% fall in market price. The  Equity Value Per Share ( Enterprise Value Method ) is  ₹393.50

Whats  best in It   : Strong growth, higher cash flows due to efficient working capital management and improving balance sheet are positives will  help it to capitalise on pent up demand once normalcy returns.

If We factor its earnings/valuations, its Price arrives at ₹491.00 with consideration FY2023 earnings.

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

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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   |

Macrotech Developers Ltd (543287) – A debt-free company in next three years

Macrotech Developers Ltd (543287) closes   at ₹644.30  with  a   Gain  of   +2.60%   on    21-May-2021  with formation of  a  Green  Candle    on Daily  Price Chart.

About the Company : Macrotech Developers Limited, formerly Lodha Developers Limited, is a residential developer. It is engaged in developing real estate across the residential and commercial sectors in the Mumbai, Pune and in London. Its residential portfolio comprises of luxury, high-end and aspirational developments. It also develops office and retail projects across markets as standalone developments and in mixed-use format. It is developing several apartment projects, such as the World Towers at Lower Parel, Trump Tower Mumbai at Worli and Lodha Altamount at Altamount Road. In its high-end residential category, it is developing projects, such as The Park at Worli, Lodha Venezia at Parel, and New Cuffe Parade at Wadala. Aspirational residential category consists of several projects, including Lodha Eternis at Andheri, Lodha Luxuria Priva at Thane, Lodha Splendora at Thane and Lodha Belmondo at Pune. Its brands include Lodha, Lodha Luxury and Palava.

Strength : 1.Macrotech Developers is targeting to bring down its net debt to zero over the next three years from the current borrowing level of around Rs 16,000 crore

2..Cos will do Rs 9,000 crore or upward of sales for FY2022.

3. Company will double its investment on construction to Rs 2,800 crore in this fiscal.

Financials : Macrotech Developers Ltd has posted Net Sales / Revenue   of ₹ 5449.00 Cr & Net Profit of ₹40.00Cr in FY2021 and expected to post Net Sales / Revenue   of ₹9000.00 Cr & Net Profit of ₹1927.80 Cr in FY2022.

 

Valuations  : The Company is now Trading at X 43.50  of its  valuations ( FY2021  earnings considered here) and at X0.90 of its FY 2022 earnings , which is now almost  ~10%  Discount.   

Growth Rate for this cos is 160%, which justify its higher multiple valuation,

If We factor its earnings/valuations, its Price arrives at ₹714 with consideration FY2022 earnings.

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   |