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01:37the end application or end use of uh their products itself in the domestic market makes us
01:44believe that the expectation is that as the volume is growing in terms of core numbers
01:49over the next few quarters and years and with relatively margin improving because of operating
01:54efficiency is kicking in which you can see earnings growth in the market for india
02:10in terms of uh uh infrastructure or engineering companies which are domestically driven
02:17or large part of their business is determined in terms of the service component
02:24where the margins are very high and i think these companies can continue to deliver
02:31double-digit revenue growth double-digit burning growth and more than double-digit earnings growth
02:38so these three vectors we see in terms of revenue growing at a good pace margins improving at a good
02:44pace and bottom line improving at a good place with very less leverage added onto their books
03:02and the work that they're probably doing in terms of capacity expansion
03:17is in the right area
03:19is in the right area
03:21chemical sector
03:22it dark horse
03:23as far as
03:27jay so
03:28ye segments or themes
03:42you'll have to consult a financial advisor
03:44before investing in any of the stocks that i'm about to discuss
03:48so each individual themes i think pharma
03:52strides pharma
03:53uh
04:03maintain that
04:04u.s revenues are expected to come back quite significantly
04:08the rest of us markets
04:09significant growth
04:10is
04:10the
04:11and the key launches
04:12is
04:12specifically branded generics portfolio
04:15is
04:26something that
04:28continue liking at markets
04:29with india
04:40In spite of all the capex that are expected to do, top-line growth, 25% bottom ebitda growth consistently,
04:52pellet realizations, better-than-market, CRM plant and the power plants,
04:57500 megawatt and 600 megawatt, the solar plant is still in total capex and the internal accruals remain strong,
05:05800 crore of cash-on-books, return ratio is quite high, so I think there is a big multiplier effect,
05:12which is likely to deliver. Power as a space, I think we like a few stocks out there, but one
05:18stock which can stand out,
05:20is NLC India and Availi Lignite. I think the expansion is going again in the lignite mining operations,
05:26which are in rare-earth, renewables and thermal expansion, large part of the capex will be internally funded,
05:34and a large part of their balance sheet growth, the kind of dynamics that they are delivering,
05:48and they are moving towards that. So clearly, I think the volumes will increase, along with better realizations,
05:56margins will increase, you will understand that the bottom line of this impact, the dividend yield will be
06:01in the middle east. Last but not the least, I think engineering, infrastructure, manufacturing, engineers,
06:07India. This is a large part of their business, like I said, domestically and internationally driven,
06:14but international business is all services driven. It is a consultancy like a business,
06:18where I think there is not a lot of difficulties. If and once the war gets over Middle East,
06:25I think infrastructure, redevelopment start,
06:28which will be a goal of the economy,
06:32especially engineers in India, who work in various areas of infrastructure,
06:35and work in infrastructure. A large part of that is in hydrocarbons. A large part of focus
06:40can remain in Middle East and Commonwealth East,
06:42and where the margins are under 38% to 38% of the economy,
06:45we think that a large part of the pipeline pool will expand drastically over the next two years,
06:50as far as the consultancy business is concerned. The margins
07:22and the margins, which is very important, will lead to the investment.
07:33I
07:3720 to 25 percent upset.
07:3920 to 25 percent upset.
07:41Sallar me.
07:43Yes.
07:44Yes.
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