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01:37the end application or end use of their products itself in the domestic market makes us believe
01:44that the expectation is that as the volume is growing in terms of core numbers in the next few quarters
01:50and years
01:51and with relatively margin improving because of operating efficiency is kicking in
01:55the earnings growth which can be seen in the markets of india, 25% of earnings growth year-on-year
02:04this is the selected metals of mining company deliver. The third segment is in terms of infrastructure
02:13and engineering companies which are domestically driven or overseas exposure where large part of
02:21their business is determined in terms of the service component where the margins are very high
02:27and I think these companies can continue to deliver double-digit revenue growth,
02:34double-digit mining growth and more than double-digit earnings growth in terms of revenue growing at a
02:42good pace, margins improving at a good pace and bottom line improving at a good place with very
02:47less leverage and debt on to their books. The third thing makes us believe that this theme is
02:53a very good generation. And fourth, I think certain chemical companies can continue doing well
03:02with their niche specialties and expectations.
03:11So, I think that the end product pricing is probably doing in terms of capacity expansion is in the
03:18right area which can be multiplied by the bottom line. So, I think that chemical sector is a dark
03:23course as far as the impact is concerned.
03:27So, these segments and teams have been given to us.
03:40So, you will have to consult a financial advisor before investing in any of the stocks that I'm about to
03:47discuss. So, each individual themes, I think pharma, if you look at the strides pharma,
03:53if you look at the declines, then you will need to look at it.
03:57There are four areas, gross margin, 60%, EBITDA margin, 30%, they are able to maintain that U.S.
04:05revenues are expected to come back quite significantly. The rest of U.S. markets
04:09has a significant growth in the rest of the U.S. markets. And the key launches
04:12is possible. Specifically, branded generics portfolio, the next few things can be
04:17significant. So, this is a stock that we have in our portfolio as a disclaimer.
04:23Within metal stock mining, I think that Godavari power in this part is something that we
04:28continue liking at markets with India. I think that the expansions in the mines
04:33means that we are getting into the production, which is sponges and pellets production, and
04:38the CRM plant. In spite of all the capex that are expected to do, the top line growth,
04:45which is called the 3 factors, 15% top line growth, 25% bottom EBITDA growth, 28% bottom line
04:51growth
04:51consistently, pellet realizations, better than markets, CRM plant, and the power plants,
04:58and the power plants. The total capex and internal accruals remain strong.
05:05The total capex and internal accruals remain strong. The total cost of cash on books, return ratios
05:08is quite high. So, I think that it is a very big multiplier effect.
05:14The power as a space, I think we like a few stocks out there, but one stock which
05:18can stand out, is NLC India and Availi Lignite. I think that the expansion is going
05:24again in the Lignite mining operations, which are running in rare earth, which are
05:29renewables and thermal expansion, large part of the capex will be internally funded, and
05:34a large part of their balance sheet growth, which is the kind of dynamics that they are delivering.
05:40They should exit FI 27 with a 45% EBITDA margin and then moving towards that.
05:50So, clearly, I think the volumes will increase, along with better realizations,
05:55our margins will increase, you will understand that the bottom line of this impact,
05:59how will it be?
06:00Divided yield is the same.
06:02And last but not the least, I think the engineering infrastructure, manufacturing engineers,
06:07India. This is a large part of their business,
06:10like I said, domestically and internationally driven, but international business is all
06:16services driven. I mean, it is a consultancy of a business. I think I don't have a lot of
06:20difficulties. One, if and once the war gets over Middle East, I think infrastructure
06:26redevelopment start of the economy will be a goal of a lot of economies, specifically engineers
06:33in India, various areas of infrastructure in India. A large part of that is in hydrocarbons.
06:38A large part of focus can remain in Middle East income lease. And where the margins are
06:43between 38% to 30% and we think that a large part of the pipeline pool will expand drastically
06:49over the
06:50next two years as far as the consultancy business is concerned. The margins, the exit rate of
06:5625% to 15%.
07:02Here, I think cash flows are definitely really.
07:05So, these stocks are good.
07:07And from respective spaces, I discussed clear disclaimer,
07:17foreign
07:19About the strides India strides for my own personal career and India
07:24as a key or engineer India.
07:27Yeah, just
07:30I mean, as can I?
07:35I must go home.
07:35So, I'm the normal party to take market in.
07:3720 to 20 percent of things in the system.
07:43One year.
07:44Yes.
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