Equity ideas

Equity ideas " IF STOCK MARKET EXPERTS WERE
SO EXPERT , THEY WOULD BE BUYING
STOCK, NOT SELLING ADVISE "
- NORMAN R AUGUSTINE

26/11/2019

RITES Limited - Investment Idea

Capital expenditure has been at a low pace since past few years. To improve capex and job creation, government will look up to one of the most promising sector - Railways.

For every project of Railways, as required, RITES offers infrastructure, engineering and consultancy services including maintenance and rehabilitation of rolling stock, railway equipment and modernization of railway workshops, and rehabilitation, operation and maintenance of railway systems.

Therefore, it is not wrong to assume that the growth of railways in India, will be growth of RITES too.
RITES is not limited to Railways, it has been connected to several airport projects and export services as well.

Currently it is traded at Rs.280.
Dividend for FY 18-19 was Rs.12.75.

With an expected growth rate of 35% and order booking of Rs.8000 Cr by the management, expected PE of 15 as regard to similar companies and corporate tax rate cuts till 25%, the prospects of the company are even better. 6% Dividend yield is expected in FY 19-20.

Not only the company is debt free but also has a rich cash balance of Rs.1300 Cr.

With a low PEG Ratio, good growth prospects and diverse services, RITES has potential to be a key player in the coming years.

21/02/2019

FDC LIMITED
A top Indian mid cap pharma company , manufacturing multiple product . Its 80 year old company and leader in Electral . in march 2018 company buy back at price of rs 350 and now its only 150 . company making profit more then 150 cr . every year and available at historical low pe

28/07/2018

BALMER LAWRIE LIMITED

Balmer Lawrie is a market leader in Steel Barrels, Industrial Greases & Specialty Lubricants, Corporate Travel and Logistics Services. It also has significant presence in most other businesses, it operates, viz, Leather Chemicals, Logistics Infrastructure etc. In its 151 years of existence, Balmer Lawrie has been successfully responding to the demands of an ever changing environment, leveraging every change as an opportunity to innovate and emerge a leader in industry.It availabe only at 12-13 PE , high dividend payout ratio and huge cash in company .

22/04/2018

East india hotels EIH

This company belongs to oberoi group of hotels a big brand in indian hotel industries. In this company 19% hold by reliance industries and 14 % hold by ITC.
In india people traveling habit increasing so bright future for this company. Reliance bougt around 14% stake in year 2010 at almost today price.

20/12/2017

DO YOU KNOW

RCF have huge land bank at Chembur mumbai, its around 800 acre. If it materialise multiple time value creat

29/07/2017

now market cap at 1175 cr in just 4 month

29/07/2017

NIIT LTD

a very good Indian education company , working in more then 40 countries available at only 1600 cr market cap . showing good results . the company is a leader in India, and for digital India concept it can be winner in future

17/03/2017

JMC PROJECT

a very good construction and infrastructure company belongs to kalptaru group , a very low market cap 750 Cr. sales is 2500 Cr .
in last quarter three time profit compare to last year same qurt .

05/11/2016

MUNJAL AUTO

A good auto ancillary company , fantastic quarterly result
low market cap ( only 525 cr . ) just half of sales , looks
very good

25/07/2015

Jaybharat maruti

Do you know that top automobile company maruti is trading on around 35 PE but maruti subsidiary jaybharat maruti is trading at only 7 PE . And only at 3.5 PE on cash eps.

Address

Indore

Website

Alerts

Be the first to know and let us send you an email when Equity ideas posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Equity ideas:

Shortcuts

Share

Category