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Tower Talks: Tower Talk 18th July 2021

Indian Bank will report much improved Q1 results as all major NPAs have been taken care of. The share is on the recovery path. Accumulate.

Faze3 Autofab announced 67% jump in PBT of Rs. 14.11 cr. vs 8.44 cr. in FY20. It is a manufacturer and supplier of automotive fabrics to major OEMs in India and overseas. The stock trades at an attractive PE of just 10x. The promoters’ high stake of 75% shows their confidence in the co. Buy for 30% gain in the short term

Skipper Ltd., manufacturer of power transmission and telecom towers, is vertically integrated with its own angle manufacturing and nearby and raw material from SAIL’s Durgapur plant. It is the 2nd largest in India and is an emerging global player after Valmont. Buy for decent gain in medium to long term. If it crosses Rs 97 with volumes, then it will enter a strong bullish zone.

MK Exim (India) is into textiles but is now marketing of international cosmetic brands in India. It posted 336% higher FY21 profit at Rs. 8.07 c.r vs. Rs. 1.85 FY20. The stock is available at very attractive PE of just 6x. Buy for a multi-bagger gains in the medium to long term.

Marine Electricals (india) won an order of Rs. 33.84 cr. taking the total order book to Rs. 509 cr. to be executed over two years. It posted FY21 revenue of Rs.251.3 cr.

All broking companies are faring well but a lesser known Steel City Securities, listed on the NSE, is available around PE of 10x only. The promoters have raised their stake by 6% and the company has declared 25% dividend. An attractive buy can become a multi-bagger.

Vadilal Industries, a leading ice-cream company has posted Q4 operating profit of Rs 27.92 cr against operating loss of Rs 9.36 cr in Q4FY20 and Q4 PAT of Rs16.54 cr as against loss of Rs14.04 cr in Q4FY20. Buy for decent gains in the short to medium term.

Mindtech India, a global technology company, caters to healthcare, life sciences & medical devices, manufacturing and industrial automation, semiconductors, storage and energy, is reportedly faring extremely well. Add for quick profits.

L&T Infotech’s Q1NP rose 19.3% to Rs. 496.8 cr. YoY. The Company has also added 2300 employees to its workforce of 38,298. A good long-term investment. Accumulate

Rossari Biotech is reportedly in advanced negotiations to buy a specialty chemicals company for Rs. 100 to 125 cr. Add before the news is out.

MTAR Technologies has monopoly orders from the Defense sector. Add this golden share in the portfolio for long term. Accumulate.

Tata Metaliks’ Q1 NP of Rs. 94.74 cr. v/s loss of Rs. 12.42 cr. in Q1FY21 is on the back of lifting covid related restrictions. The EPS stood at Rs. 29.99 v/s minus Rs. 4.40. An excellent share to add.

After Money Times recommended Rama Phosphates around Rs. 100 three months back, the share price has zoomed to Rs. 329. Now ace investor, Dolly Khanna, has bought a big chunk around Rs. 300. Sell 30% and hold the balance.

IT major, Wipro, posted its best ever quarter with Q1 PAT jumping 9% QoQ to Rs. 3248 cr. from Rs. 2974.3 cr. Q4FY21. It expects the trend to continue. Add on every decline.

NMDC intends to demerge its steel plant and this is likely to unlock value for investors. Add.

The sugar industry expects the sugar stock to fall to a 4-year low of about 31 MMT. With an expected scramble for sugar by ethanol producing companies, it would be prudent to add Rana Sugars and Bajaj Hindustan.

High Energy Batteries price has doubled in just one month since Money Times recommended it. It has a backlog of two years and has paused accepting fresh orders. Expansion is now imminent. This share must be added.

Balrampur Chini, one of the largest integrated sugar mills, is on a huge expansion spree and funds raised by Commercial Papers are being used for working capital. Add.

BCG recommended by Money Times around Rs. 13 less than two months ago had a dream run and quotes over Rs. 40. Better to sell off half the holdings before a correction sets in.

TCS plans to expand its Arizona operations by investing over $300 million by 2026 and hiring over 220 employees by 2023. At current rates, TCS is still a lucrative buy. Add.

Infosys consolidated Q1 grew 2.3% to Rs 5,195 cr. over Q4FY21. Its growth is likely to continue as the management has raised FY22 revenue forecast by 1%. Add this evergreen share.

ASM Technologies, manufacturer of semi-conductors, is fast expanding capacities. The revenues are also slated to jump this year. Add.

Shree Renuka Sugars has huge expansion plans and will definitely benefit from the ethanol story. A must buy from this sector.

HFCL’s Q1 sales doubled and profits quadrupled to Rs. 90.69 cr. but its share price is subdued on being shifted to the BE category (trade to trade). Once this restriction is eased, the share price will fly again. A good bargain hunting opportunity. Buy.

Demat accounts with CDSL have crossed 4 crore. Big income potential will push up its share price further. Buy.

Tata Elexi’s Q1 profit soared 65% to Rs. 113 cr. on all around growth. It provides design & technology services across industries including automotive, broadcast, communications, healthcare and transportation. A good long term buy.

Maheshwari Logistics is into logistics, dealing in coal and manufacturing kraft paper. It has a ROCE of 11.8% but has not participated in the recent rally of paper and logistics stocks. Its Q4 sales grew 35% at Rs 238 cr. from Rs 176 cr.while PAT zoomed over 5000% to Rs 8.21 cr. from Rs 0.16 cr.The stock could rise to Rs250.

After the merger agreement with Embassy group, Indiabulls Real Estate has 80.8 million sq. ft. of development potential making it one of the largest development platform in India. Given its pan India presence in commercial & residential markets and the rally in real estate stocks, this scrip could touch Rs.200.

Ganges Securities has 19% stake in Sutlej Textiles, 7% in Oudh Sugar, 19% in SIL Investments, 1% in Chambal Fertilisers valued at Rs410 cr. and a 746-hectare tea garden in Assam through its 100% subsidiary, Cinnatollaiah Tea Estate valued about Rs 300 cr. The co. is debt-free and the stock trades at 88% to NAV. Buy for 50% gains within a year.

Moldtek Packaging is as colourful as its clients like Asian Paints.

Larsen & Toubro looks good in every way. With infrastructure as the buzzword, there is nothing better than L&T. The added bonanza comes from its IT subsidiaries.

Gold loan companies have been treated as underdogs despite their consistent performance. Both Manappuram Finance and Muthoot Finance deserve another look.

After a long consolidation, Edelweiss Financial Services has started its move up with huge volumes. The stock is available at 1 time book value and is trading cheap compared to its peers. Backed by marquee investors, buy for a target of Rs.140.

Paytm (One 97 Communications) plans a Rs. 16,600 crore IPO and has received SEBI clearance. This will rerate Digispice Technologies as it trades at a market cap of just Rs.1100cr. Buy for multifold returns.

An analyst specialising in long-term picks recommends TVS Electronics, Jubilant Industries (JIVANJOR), Marksans Pharma, Hemisphere Properties and Shemaroo Entertainment for multi-bagger gains.

HDFC MF holds about 7% equity stake in Chambal Fertilizers but Zuari Agro is being avoided by the market due to doubts on the promoters. But the promoters are the same and Zuari Agro once used to trade at Rs700+ level. At Rs.150, it is a no-brainer and can easily multiply several times from the current level.

India has approved backhaul satellite connectivity via VSATS for telcos to ensure uninterrupted cell broadband protection in far and distant areas. Nelco Ltd., a Tata group co. is the largest VSAT provider in the country and trades cheap at a mktcap of just Rs.800crore. Buy for multi-bagger gains.

Broking space has been abuzz with rising markets. Many large fintech cos. are looking to acquire small broking cos. that already have a decent customer base and are available at decent valuations. BSE listed Joindre Capital trades cheap at a mktcap of just Rs.40 crore and can be a good takeover candidate.

Archies Ltd. has ventured into the beauty business with the launch of a dedicated website Beauty products is one of the fastest growing consumer segments and brands that have boarded include Skin by Titan, Mamaearth, Beardo The Man Co. etc. Its book value stands at Rs.28 but if the success of recent beauty start-ups is anything to go by, Archies can go a long way from hereon.

SMC Global, a well-diversified financial services company offering one-stop investment solutions in trading & investments, serves over 18 lakh investors with its presence in 500 cities in India and overseas. It has over Rs 3000 cr. AUM and has notched 500% higher Q4 EPS of Rs 2.9 and FY21 EPS of Rs 9, which could take its FY22 EPS to Rs 15+. Buy for 40% gain.

The shares of GNFC are going cheap in the fertilizers segment as the company posted Q4 EPS of Rs 20 and FY21 EPS of Rs 45, which could lead to FY22 EPS of Rs 60. Buy for 40% gain.

Anup Engineering catering to a wide range of process industries with its extensive product range has notched Q4 EPS of Rs 27 and FY21 EPS of Rs 52.5, which could lead to FY22 EPS of Rs 80+ on its small equity of Rs 9.8 cr. The share is expected to appreciate by over 50% going ahead. Buy.

Banswara Syntex manufacturing man-made synthetic blended yarn, wool and wool mixed yarn and all types of Fabrics, Jacquard Furnishing Fabrics, Readymade Garments and Made-ups has posted Q4FY21 EPS of Rs 9.8, which could take FY22 EPS to Rs 42-45. The share is poised to double from the current level

Windsor Machines, a leading manufacturer of plastic processing in technical collaboration with ItalTech Plastic Technology, Italy; T.H.E. Machines, Switzerland; Protool, Switzerland and Kuhne, Germany with three plants in India and one in Italy has covered its losses and posted FY21 EPS of Rs 2.1 (FV:Rs2), which could lead to an EPS of over Rs 6 in FY22. The share is poised to more than double in the medium term. Accumulate.

Mangalam Cement, a BK Birla group co., with 5 MMTPA capacity, a 17.5 MW power plant and 13.65 MW of wind power has notched 135% higher Q4 EPS of Rs.13.6 and 44% higher FY21 EPS of Rs 44. A reasonable P/E of 10x will take its share price to Rs 440 in the medium term. Buy.

Talbros Engineering, a leading manufacturer of automobile Axle Shafts having four plants is a strong company with a share of Rs 124. It posted 10455% higher Q4 EPS of Rs 9.5 and 166% higher FY21 EPS of Rs 21.2, which may lead to FY22 EPS of Rs 40+. The share, which made a lifetime high of Rs 824 on 11 Oct 2017 is expected to touch Rs 480 in the medium term. Buy.

Shilp Gravures, the leader in Electro-Mechanical Engraving, a precision technology, has garnered FY21 EPS of Rs 16.7 which could lead to FY22 EPS to Rs 20 on its small equity of Rs 6.1 cr. The share made a lifetime high of Rs 180 on 11 Oct 2017 may advance by 40%. Buy.

A Gujarat based analyst recommends to buy BSE on the NSE, Bector Food, Den Networks, Faze3 Auto Fab, Godavari Drugs, Hercules Hoists, Hindustan Tin Works, Hindustan Oil Exploration, MK Exim (India), Ram Ratna Wires, RDB Rasayan and Steel City Securities on NSE.

Prima Agro engaged in different agro-based industrial activities has three facilities in Cochin and Trivandrum for Ready-mixed Cattle Feed and a major supplier to KSE Ltd. has notched over 1000% higher Q4 EPS of Rs 2.6 and FY21 Rs 7.3, which may lead to FY22 EPS of Rs 10+. Buy for 40% appreciation.

85-year-old Rajapalayam Mills makes yarns from Cotton, Lenzing Modal and Tencel fibres for export to Japan, Italy, Malaysia, Thailand, Indonesia, Pakistan, Sri Lanka and Dubai. Part of the Ramco group, its 14% stake in Ramco Cements is valued at Rs 3,660 cr. It posted 55% higher Q4 EPS of Rs 37.7 and 10% higher FY21 EPS of Rs 117.6. A P/E of 12x will take its share price to Rs 1411 in the medium term. Add.

Sandesh Ltd., the Gujarati daily published in Ahmedabad since 1923 has six other editions now and has notched 47% higher FY21 EPS of Rs 117 on its small equity of Rs 7 cr. The share, which made a lifetime high of Rs 1509 on 29 Dec 2017, may touch Rs 1600 mark. Buy

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