Mahindra Lifespace Developers Ltd (532313) – Targeting a 2.5-fold jump in its annual sales bookings

Mahindra Lifespace Developers Ltd (532313)  closes   at ₹537.65 with  a   Gain of   +1.20%   on    on    09-September-2022  with formation of  a  Green   Candle    on Daily  Price Chart.

About the Company : Mahindra Lifespace Developers Ltd was incorporated in 1999, it is engaged in the business of development of the real estate, residential facilities, commercial complexes and through its subsidiary companies is involved in various infrastructure projects including the development of SEZs and Industrial Clusters.

Sector Update :  Positive

Refinitiv  Average Score : 06/ 10

Financials : Mahindra Lifespace Developers Ltd  has posted Net Sales / Revenue   of ₹393.60 Cr & Net Profit of   ₹17.30  Cr in FY2022 and expected to post Net Sales / Revenue   of ₹766.30 Cr  & Net Profit of ₹131.80 Cr in FY2023  and Net Sales / Revenue   of ₹1017.10 Cr  & Net Profit of ₹166.00 Cr in FY2023  .

 

Valuations  : The Company is now Trading at X3.50 of its  valuations of  FY2022 (Last 4 Quarters ) earnings with ~350% premium ;  at X4.50 of its FY2023 earnings with ~450%  Premium and at X3.58 of its FY2024 earnings with ~358%  Premium .

EPS  will  improve from 1.10 in FY2022 to 10.7  in FY2023  and RoE from 13.90% to 16.20% during the same period.

Early Trend : Mahindra Lifespace Developers is looking to acquire a few land parcels this fiscal to build housing projects with sales potential of Rs 3,000-4,000 crore and targeting a 2.5-fold jump in its annual sales bookings to Rs 2,500 crore in the next three years.

Margin of Safety (1Yr Bond Yield: Value>1 ) is now  0.30 which  makes is attractive after 70% decline .The  Equity Value Per Share ( Enterprise Value Method ) is  ₹521

If We factor its FY2024 earnings/valuations, its Price arrives at ₹524.

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 |Refinitiv |

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  Manage your investments the right way With MProfit. Visit https://www.mprofit.inUse Our Referral Link to Get 20% DISCOUNT @ https://www.mprofit.in/buy?referral=R1GD99J496AB1345D

 

 

Sikko Industries Ltd(SIKKO)- Business Objective changed to increase TOP Lines

Sikko Industries Ltd(SIKKO) closes   at ₹118.90 with  a   Gain of   +5.0%   on    on    09-September-2022  with formation of  a  Long Head   Candle    on Daily  Price Chart.

About the Company : Sikko Industries Limited is one of the leading Manufacturer and Supplier of Organic Agricultural Pesticides, Fungicides, Bio Fungicides, Plant Growth Promoters, NPK Fertilizers, Weedicides, HDPE Bottles and Flexible Pouches.Sector Update :  Positive

Refinitiv  Average Score : 05/ 10

Financials : Sikko Industries Ltd(SIKKO) has posted Net Sales / Revenue   of ₹51.03 Cr & Net Profit of   ₹1.88 Cr in FY2022 and expected to post Net Sales / Revenue   of ₹58.02Cr  & Net Profit of ₹5.68 Cr in FY2023  .

Valuations  : The Company is now Trading at X1.80  of its  valuations of  FY2022 (Last 4 Quarters ) earnings with ~80% premium ;  at X1.68 of its FY2023 earnings with ~68%  Premium .

EPS  will  improve from 1.68  in FY2022 to 5.08  in FY2023 .

Early Trend : Cos. Is entering into manufacture, formulate, process, develop, refine, import, export, wholesale and/or retail trade all kinds of pharmaceuticals, surgical with surgical instruments, antibiotics, drugs, medicines, biologicals, nutraceuticals, healthcare, Ayurvedic and dietary supplement products, medicinal preparations, vaccines, chemicals, chemical products, dry salters, mineral waters, wines, cordials, liquors,soups, broths and other restoratives or foods and also to deal in medicinal goods such as surgical instruments,

contraceptives, photographic goods, oils, perfumes, cosmetics, patent medicines, soaps, artificial limbs, hospital requisites, proprietary medicines, veterinary medicines and tinctures extracts and to carry on the business of vialling, bottling, repacking, processing of tablets, capsules, syrups, injections, ointments, etc. and also to carry on the business of chemists, druggists, buyers, sellers, agents, distributors and stockists of all kinds of pharmaceuticals and allied products.

Web Address : https://sikkoindia.com/

Margin of Safety (1Yr Bond Yield: Value>1 ) is now  0.60  which  makes is attractive after 40% decline .The  Equity Value Per Share ( Enterprise Value Method ) is  ₹118.70

If We factor its FY2023/24 earnings/valuations, its Price arrives at ₹161.

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 |Refinitiv |

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  Manage your investments the right way With MProfit. Visit https://www.mprofit.inUse Our Referral Link to Get 20% DISCOUNT @ https://www.mprofit.in/buy?referral=R1GD99J496AB1345D

 

IOL Chemicals & Pharmaceuticals Ltd(524164)- Doubling revenue in next four years

IOL Chemicals & Pharmaceuticals Ltd(524164)  closes   at ₹381.75  with  a   Gain of   +2.6%   on    on    07-September-2022  with formation of  a  Green   Candle    on Daily  Price Chart.

About the Company : IOL Chemicals & Pharmaceuticals Ltd is a leading pharmaceutical (APIs) company and is a significant player in the specialty chemicals space. It serves the domestic and export market. It is the largest player of Ibuprofen (pain killer) globally with a world market share of 35%

Sector Update :  Positive

Refinitiv  Average Score : 05/ 10

Financials : IOL Chemicals & Pharmaceuticals Ltd  has posted Net Sales / Revenue   of ₹2184.00 Cr & Net Profit of   ₹166.0 Cr in FY2022 and expected to post Net Sales / Revenue   of ₹2450.00 Cr (+12%) & Net Profit of ₹221.72 Cr in FY2023  & Net Sales / Revenue   of ₹2630.00 ( +20.5%) Cr & Net Profit of ₹238.01Cr in FY2024.

Valuations  : The Company is now Trading at X1.70 of its  valuations of  FY2022 (Last 4 Quarters ) earnings with ~70% premium ;  at X0.75 of its FY2023 earnings with ~25%  Discount and at X0.70 of its FY2023 earnings with ~30%  Discount

EPS  will  improve from 22.80  in FY2022 to 44.450  in FY2024  .

Early Trend : As part of de-risking their business, Cos has started reducing the share of ibuprofen in their overall turnover, and add more popular products to the portfolio. It is spending Rs 100-150 crore in capex every year, and is adding production lines at its Barnala plant which is spread over 100 acres.

 

Margin of Safety (1Yr Bond Yield: Value>1 ) is now  0.70   which  makes is attractive .The  Equity Value Per Share ( Enterprise Value Method ) is  ₹358.00

If We factor its FY2023 earnings/valuations, its Price arrives at ₹928.00

 

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 |Refinitiv |

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  Manage your investments the right way With MProfit. Visit https://www.mprofit.inUse Our Referral Link to Get 20% DISCOUNT @ https://www.mprofit.in/buy?referral=R1GD99J496AB1345D