 |
| CMP = 548 |
Kalyani Forge Ltd is Kalyani group company and incorporated in 1978. It specialised in niche precision forgings, fully-machined and sub-assembled products for domestic and global customers. Kalyani Forge is a leader in manufacturing close-tolerance, precision forgings at its five plants located in the automotive hub of Pune, Maharashtra.
Corporate video
https://youtu.be/7o4TkHt3Cyk
Kalyani Forge is an ISO TS 16949, ISO 14000 & OHSAS – 18001 certified engineering company with an expertise in metal forming built over deep experience of five decades. Kalyani Forge is trusted supplier of forged, machined and assembled products for a variety of customers in industries like automotive, construction, power generation, marine, railway, and general industrial goods. Its forging capabilities include hot, warm and cold forging & in-house heat treatment as well as machining. The company also provides services like product and process design, development, warehousing, door-to-door delivery, and validation support to its customers.
Kalyani Forge is a reliable partner to automotive OEMs and full system suppliers, it offers expertise for products in engines, chassis, transmission, driveline, steering and suspension units in two wheelers, passenger cars and commercial vehicles.
Kalyani Forge has expertise in manufacturing engine components for highway, off-highway and stationary engine applications. The company provide a wide range of products like connecting rod, crank shaft, cam shaft, retainer valve, cross head valve, injector clamp, rocker arm, balance weight, cam lobe, automatic and manual transmission parts, tulips, inner race, tripod, spider, outer race, yoke shafts and many more. Kalyani Forge is the first to introduce fracture split connecting rod in the Indian automotive market, which is known for its superior strength, toughness and economy.
Kalyani Forge is a worldwide provider of forged and machined components for construction & mining equipments , electrical generators and power generation systems used for standby power, distributed power generation and auxiliary power in mobile applications to meet the needs of a diversified customer base.
The company provide ready-to-assemble components for all types of medium-speed and high-speed commercial marine engines.
Kalyani Forge design, develop and manufacture the critical parts for transmission and braking systems for all types of rail vehicles.
In the agricultural sector, the company is leading component manufacturers for the global agricultural and industrial engine market.
The company provide various cold and hot forged parts for industrial applications like power tools, conveyors, compressors and many more.
Kalyani Forge is trusted supplier to many of the global leaders in automotive and industrial segments - Daimler, MAN, JCB, TATA, Mahindra, Musashi, Honda, Honeywell, Cummins, Turbocam, Kirloskar etc.
Investment Rationale
Kalyani Forge as an engineering company with extensive experience, it delivers the solutions - quickly, economically and efficiently - right from drawing through to full-scale production.
Kalyani Forge provides “first-time-right” products with Near Net Shape (NNS) technology, Lean Product Development approach, progressive and innovative engineering team, which is ready for challenges in new product development, aiming at highest quality, lowest cost and shortest development lead-time.
Kalyani Forge can produce complex, critical profile forgings of high accuracy due to greater quality control with in-house die designing processes. This enables the company to manufacture dyes and tooling to high levels of accuracy.
The thermal refining of the products is achieved with in house continuous heat treatment lines, equipped with facilities for oil/polymer/water quenching and tempering. For thermal treatment of ‘Near Net Shape’ products is achieved with controlled atmosphere furnaces. A state of the art phosphating and bonderising facility, takes care of special processes that need to be executed before cold forging operations.
In-house machining facility equipped with high end CNCs, VMCs and SPMs dedicated machining lines. The company has started developing the components for electromotive vehicles such as hybrid electric vehicles, plug-in hybrid electric vehicles and fuel cell electric vehicles to make its presence in high growth & high margin segment i.e. driveline components (xEV), axle components (xEV).
The company is strategically located in the manufacturing hub of Pune, it is ideal for raw material source as well as for export through the Mumbai sea port.
Capex for Forging and Machining Capacity Expansion
Kalyani Forge has already made several high return investments on capacity management and modernisation program to enhance the profitability and efficiency.
All machining units shifted to one site and re-layouts done for 6 old lines based on lean manufacturing principles, 50% of existing shop floor space freed up for new expansion.
The company has commissioned several capex projects till Q3 FY25. Machining expansion phase 1 complete, phase 2 underway, new forging press installed, rooftop solar project commissioned etc.
Capex - Digital Shop Floor
Digitisation projects underway in collaboration with Group technology partner Kalyani Studio for enabling automation and predictive maintenance of machines, data driven insights analysis and quality data traceability and rapid problem solving.
Business Development
Kalyani Forge enjoys entrenched position with multi-decade relationship with OEMs. The company is participating in the development programs of EVs with leading car OEMs in India. Kalyani Forge with focused strategy on core products and segments, its new business development is on track with multi-year order book of 384 Cr won in H1 FY25 and new MNC customers acquired in xEV product group.
Promoters
Kalyani Forge promoters have around five decades of long experience in the domestic forging and machining industry. Their strong understanding of market dynamics and healthy relationship with reputed original equipment manufacturers will continue to support the business for future growth. In FY 2024 new generation promoter Mr. Viraj Kalyani appointed as managing director to take the company to next level.
For further details you can also refer below given Q2 and Q3 transcript of the Analyst/Investor conference call . It contains good information about past and future prospectus of the company.
https://www.kalyaniforge.com/wp-content/uploads/2024/11/Video-Recording-for-November-13-2024-1.mp4
https://www.kalyaniforge.com/wp-content/uploads/2024/11/Transcript-of-call-held-on-November-13-2024.pdf
https://drive.google.com/file/d/1VLmxlB3iLkghssjetNdutM5Te3PF1_Gs/view?usp=sharing
https://kalyaniforge.com/wp-content/uploads/2025/02/Transcript-of-the-call-held-on-February-13-2025-1-3.pdf
Conclusion
Kalyani Forge is 50 year old company with good asset and consolidating its revenue and profitability for last two decades. Now company is looking to move forward with expansion and modernisation with aim to double its production capacity and sales. Kalyani Forge is micro-cap company with lot of growth potential.
The stock has also seen good correction since last three months. Kalyani Forge stock at cmp Rs 548 is giving excellent investment opportunity for both short term and long term. It can be bought within 20% from cmp with 10 % allocation.
Thank you madam
ReplyDeleteMadam at what time it has posted ?
ReplyDelete4.30 pm
DeleteKindly consider to post it in market hours madam. We daily browsing our blog minute by minute every day in this month in market hours.
DeleteKindly share the information if posting is after market hours in future.
ok
DeleteThank you madam.
ReplyDeleteThank you Madam..
ReplyDeleteWhat time posted?
ReplyDelete4.30 pm
DeleteThank you for posting after weekly market hours.
DeleteGreetings maam, thanks for wonderful micro cap gem.
ReplyDeleteThank you Ma'am for the great, unique recommendation. Pray for your good health, peace and happiness.
ReplyDeleteMaam , it was posted after market hours. Any specific reason.
ReplyDeleteNo
DeleteThanks the recommendation mam. There is no growth in revenue and profit in last 12 years. What are the growth triggers and how much growth are you expecting in next 3-5 years mam?
DeleteYour all questions are very well explained by company MD Mr. Viraj Kalyani in below given Q2 and Q3 transcript of the Analyst/Investor conference call . It contains good information about past and future prospectus of the company. Please go through it
Deletehttps://www.kalyaniforge.com/wp-content/uploads/2024/11/Video-Recording-for-November-13-2024-1.mp4
https://www.kalyaniforge.com/wp-content/uploads/2024/11/Transcript-of-call-held-on-November-13-2024.pdf
https://drive.google.com/file/d/1VLmxlB3iLkghssjetNdutM5Te3PF1_Gs/view?usp=sharing
https://kalyaniforge.com/wp-content/uploads/2025/02/Transcript-of-the-call-held-on-February-13-2025-1-3.pdf
Maam, what annual growth in top line and bottom line we can expect in this company in coming 3 years.
ReplyDeleteIt is expected to double its revenue and profit
DeleteGreetings Ma'am, I have a few queries regarding Kalyani Forge and would appreciate your clarification:
ReplyDelete1. Does Kalyani Forge belong to the Kalyani Group?
2. I noticed that the company holds significant inventory and trade receivables. Is this typical for businesses in the forging industry?
Thanks again.
1) Yes, Promoters of Kalyani Forge are having cross shareholding in Bharat Forge , BF Investment , BF Utilities etc
Delete2) Yes, it is nature of this business.
Kalyani Forge belongs to Gaurishankar Kalyani and Bharat Forge belongs to Baba Sahab Kalyani. Both are brother but running separate and independent business.
DeleteFamily tree of Kalyani Group.
https://en.wikipedia.org/wiki/Kalyani_Group
Thanks You Ma'am for giving us another Hidden Gem!
ReplyDeleteThankyou mam,
ReplyDeleteFor this Gem.
Will study deep about the company.
Will try to learn more about it.
Thank you ma'am for giving us support..
ReplyDeletePray for your good mind and effort..posting after market time is better. We can get time to study it.All four of the last published stocks are trading at very low levels. In that case, is it better to buy new stock than them?
ReplyDeleteYes, same time need to consider suggestion date. It is valid only for 3 years, if stock fails to give 100% return within 3 years then need to exit and reinvest it again.
DeleteThank you for your recommendation Ma'am. Apple going to manufacture entire US Iphones in India and they are talking with Bharat forge to manufacture it's components . Any chances for kalyani forge to diversy into electronic components also ma'am?
ReplyDeleteno
DeleteThank you Madam
ReplyDeleteThanks medam for this gem
ReplyDeleteThanks for posting after hours this will give enough time to study and decide the investment
ReplyDeleteMadam Ji
ReplyDeleteAs per Q2 and Q3 concall MD Viraj Kalyani has given forecast that company is going to give very good result for this financial year with 15 to 20% margin and company has 500 crore sales target. If the company will achieve this target then what will be the share price please guide us.
We have seen good improvement in Q2 and Q3 results. It is expected that company will able to achieve it in next 2-3 years. At present the market cap of the company is very small (around 200 Cr) and with above target it is expected to grow around 1k Cr.
DeleteThank you madam
ReplyDeleteNo one is selling this today. Placed Order at Market Value
ReplyDeleteMadam , What is meant by " Only limit with day validity are allowed for periodic call enabled auction scripts" I tried purchasing some stock but it displayed this message
ReplyDeleteThis pop-up is coming by default for ESM :Stage 1 or 2 stocks.
Deletevery ill liquid stock. daily volume 500 -1000 shares only. Unlikely anyone can buy.
ReplyDeleteMadam as per company rule or Share mkt. rule We cannot purchase required qty. of this new share U sugested.
ReplyDeleteStock is trading with only 5% circuit limit. At present there are 6457 shareholders under public shareholding lets wait and see at what price these shareholders will start selling, have patience.
ReplyDeleteThanks a lot for the new stock suggestion
ReplyDeleteThanks Mam & Sir for latest sharing.
ReplyDeleteMadam, currently I am holding 15% on visaka industries in my portfolio, can I increase to 20% ?
ReplyDeleteyes
DeleteWe can purchase visaka,aarti,Hisar at recommended and below price.these shares are as good as kallyani forge.
DeleteAll stocks are good but different in business. No one knows which stock will reach 100% return target in how many days. We will keep only those stocks in our portfolio which will give 100% return within 3 years.
DeleteIt is good to give 10% allocation in each
GM Madam, Since the Liquidity is very less in this stock and may be we cant purchase this within price range of 10 tp 20% from current value, Requst you yo suggest another stock asap.
ReplyDeleteHave patience you will get the chance to buy within the given range.
DeleteMam, Howz the result of SNL bealing?
ReplyDeleteexcellent
DeleteThanks Many Madam for such a wonderful share recommendation
ReplyDeleteAll,
ReplyDeletePositive news on Visaka industries.
https://www.thehindu.com/news/cities/Hyderabad/rahul-gandhi-unveils-2-mw-integrated-pv-atum-solar-roof-of-visaka-in-rae-bareli/article69505193.ece
Hi Ma'am, one more circuit and the stock will be outside the 20% buy range criteria. Given the low daily volume, hardly any members are able to buy. Do you see any chance of liquidity in the near term?
ReplyDeleteVolume will definitely go up once this stock will come out of ESM framework.
DeleteAs of now ( 13.49 pm ) total traded volume 3883 and total pending order of 5892 shares. Almost 50 % buyers have already bough the required quantity.
There are few buyers , it may be due to higher stock price( Rs 600 +) but this stock is with lowest outstanding ( 8L free floating) shares that are available for public trading.
This comment has been removed by the author.
DeleteIf you invest for long term then after 10 -15 years you will have many salaries every month.
DeleteGreetings maam! Is low float the reason for 10% allocation or Mcap Or any other reason?
ReplyDeleteThis stocks has lot of growth possibilities due to its well establish business and small free floating equity with public.
DeleteIf you will search for similar forgings / engineering companies than you will find that most companies are having market cap more than double of the annual sales.
10% allocation is sufficient at initial phase of turnaround.
Dear Maam , shall we bid tomorrow or wait for correction. Tomorrow it will be out of our buying price
ReplyDeleteYes , you may have placed order from Monday. Even at upper circuit trading is happening and total traded volume is around 8k.
DeleteAdded some small qty in kalyani forge
ReplyDeleteGood
DeleteMadam, who are the competitors of Kalyani forge. I have seen some forging company 20% OPM is common, Is it possible for Kalyani Forge to reach a similar OPM? If so, could you provide a possible timeline for achieving this goal?
ReplyDeleteThank you so much madam from the bottom of my heart.
Bharat Forge, CIE Automotive
Deleteyes, OPM is expected to improve in next 1-2 years
Good morning mam. Your opinion about Wardwizard innovations ltd financial results
ReplyDeleteResult is average
DeleteCan we expect bounce back in next quarter madam. It's loss is more than 55 percent
DeleteYes, we hope for best
DeleteGood morning mam: how do you see wardwizard results.
ReplyDeleteFinally Brought some shares of Kalyani Forge today. :)
ReplyDeleteToday more than 15k shares traded, during closing hours pending orders were less than 2k. Most of the of blog members have bought the shares.
DeleteKalyani Forge also came out of Enhanced Surveillance Measure (ESM) Framework w.e.f. May 05, 2025
Good evening mam. For my understanding , I have seen other equity figures are mentioned in the balance sheet of the company , is it good or liability . Pl
ReplyDeleteThere is no any other type of issued equity which are convertible into any type of shares.
DeleteMadam, shares like kalyani forge where volume is low and most of us get shares at 666, shell we wait Price 666 to get 100% or 548 ?
ReplyDeleteDifferent investors bought at different price but we calculate @ suggested price. Our first target is 100% within 3 years. Most of the time we see that if stock able to give 100% return within given time-line than it will keep on moving further. Initial 20% extra cost will be recovered in free of cost shares because we are going to keep these shares for much longer period.
DeleteOk madam. Thank you 🙏
DeleteMa’am - Visaka industry is heavily down and I have almost 20% allocation of my portfolio after averaging and still after averaging my price is around 91 which is almost 50% from here . Please suggest best step .. heavy loss on this
ReplyDeleteNow no action required.
DeleteOur investment is for three years.
Investment in equities is subjected to significant risk , if not willing to take then need to use stop-loss @ 30%
Visaka industry - down 50% form 118 , i have average it to 91 level but significant amount of money invested on this counter now, is it still good to average more?
ReplyDeleteIf already invested significant amount than no need to buy more.
DeleteDear Maam, Do you think there is a possibility of Deepak Fertilizer separately listing its demerged companies once the TAN Plant is commissioned.
ReplyDeleteyes
DeleteHi Ma'am,
ReplyDeleteI invested around 3% of my portfolio in Suraj Products due to a lack of funds. I have not booked any profit as the investment was below 10%. The price has corrected by more than 50% from its peak. How should we handle such stocks, or any future stocks, where the investment is less than 10%?
Thank you, Ma'am.
Booking profit at different level is always good
DeleteHi Ma'am,How should we plan our retirement corpus or monthly cash flow if we’re primarily investing in stocks? Should we rely on dividend-paying stocks for income after retirement, or is it better to book profits periodically and move them to safer assets for monthly withdrawals? What would you suggest, Ma’am?
ReplyDeleteWe don't have any specific retirement plan but if you can keep investing your saving in this market for 15-20 years then you can enjoy your retirement without any retirement plan.
DeleteNeed to book timely profit and reinvest in diversification of asset or stocks.
hlo mam.
ReplyDeletehow do i turn on notification of ur investment pic???
Now it is directly posted on the blog without any notification on random date
DeleteGood evening mam. Your opinion about Raymond life style financial results. Thank you.
ReplyDeleteResult is not good. The company is expanding its retail store network and it will take 2-3 years time to build long-term sustainable and profitable business.
DeleteMadam, what is your view on raymond lifestyle result,can we hold for another 3 years to get good returns and further company not update their new investments at Hindupur in AP
ReplyDeleteResult is not good. The company is expanding its retail store network and it will take 2-3 years time to build long-term sustainable and profitable business. Now no point to sell it because stock is already corrected heavily. You can continue to to hold for another 2-3 years for good return
DeleteHow do you read aarti surfactants results?
ReplyDeleteCompany has given best quarterly result since listing. It is expected to improve further with reduction in raw material cost.
DeleteMadam, good morning. How is aarti surfacants result?
ReplyDeleteCompany has given best quarterly result since listing. It is expected to improve further with reduction in raw material cost.
DeleteGood evening Madam,
ReplyDeleteWe heard lot corporate governance issues going on Raymond life style, Almost 65% got corrected from listing price. Please through some light for the future of this stock.
Result is not good. The company is expanding its retail store network and it will take 2-3 years time to build long-term sustainable and profitable business. Now no point to sell it because stock is already corrected heavily. You can continue to to hold for another 2-3 years for good return.
DeleteThe corporate governance issues will remain same as before.
Mam how is the results of Jubilant Ingrevia. Is it improving?
ReplyDeleteYes result is good and it is improving consistently
DeleteMam,
DeleteDoes jubilant ingrevia also operate in Ethanol sector?
https://www.globenewswire.com/news-release/2025/05/21/3085864/0/en/Ethanol-Industry-Report-2025-2030-Growth-Opportunities-Challenges-Supply-Chain-Outlook-Regulatory-Framework.html
Yes
Deletehttps://www.jubilantingrevia.com/our-businesses/chemical-intermediates/speciality-ethanol
Mam, Should i keep my FOC Raymond and Raymond Lifestyle shares or sell it and buy recently reco shares which are within buy range?
ReplyDeleteResult is not good. The company is expanding its retail store network and it will take 2-3 years time to build long-term sustainable and profitable business. Now no point to sell it because stock is already corrected heavily. You can continue to to hold for another 2-3 years for good return.
DeleteHello Rajiv Sir/Dolly Mam,
ReplyDeleteToday is the Raymond Ltd demerger record date and it is expected to be listed in Sep2025 as per the news. I see the Raymond ltd price 525Rs approximately. What is the expected price Raymond Realty? What is the futuristic view of all three arms Raymond Ltd, Lifestyle, and Realty business in the next 2 to 3 years or longer?
Thanks & Regards,
Tom
Raymond Realty will also list at good valuation. Remaining engineering business is also having very bright future. You can continue to to hold both stocks for another 2-3 years for good return.
DeleteGenerally companies take 2-3 years time to give consistent results after demerger.
View on jubilant ingrevia result madam ?
ReplyDeleteYes result is good and it is improving consistently
DeleteThanks madam
Deletemam, raymond ltd which is now eng business after demerger is trading at 555 now. Is it good time to exit engg. business?
ReplyDeleteRaymond Realty will list at good valuation. Remaining engineering business is also having very bright future. You can continue to to hold both stocks for another 2-3 years for good return.
DeleteGenerally companies take 2-3 years time to give consistent results after demerger.
Thank you was searching for same comments from your side
DeleteHi Dolly Ma'm, All with due respect I have query, How do you see the future of ABFRL from now onwards? One more update came from company- ABFRL demerger - Thursday, May 22, 2025 has been fixed as the “Record Date”.
ReplyDeleteI know it was in your recommendation list very long long back at very low level in this blog. Is it value buy at current level, just want your views on this?
Future of both Aditya Birla Fashion and Retail Limited and Aditya Birla Lifestyle Brands Limited is bright, both are market leader in their respective segments.
DeleteIt is not advisable to buy until re-suggested on the blog again.
Thank you for entertaining my query
DeleteDear mam.. your view on Shreerama multi tech results..seems its net profit increased 5 times. Is it beat essel propack in future. Please share its future development as well..as we are getting much info in sites and youtube.. when can we expect concall from this company. thanks in advance
ReplyDeleteYes result is good and profit margin are improving consistently. Market cap of this company is very small as compared to peer companies and still lot of growth possibilities exist.
Deleteshree rama good results even without the tax write back. what"s the view here
ReplyDeleteYes result is good and profit margin are improving consistently. Market cap of this company is very small as compared to peer companies and still lot of growth possibilities exist.
DeleteSir, I could not buy Kalyani Forge within the suggested 20% price band.
ReplyDeleteWill I get the opportunity to buy it within the 20% price band?
We hope for the best
DeleteMadam, For the next stock recommendation, I request you to please recommend a Stock which has enough liquidity so that there wont be any immediate UCs and all the blog members can buy it within the recommended price range. Thanks & Regards
ReplyDeleteOk, even Kalyani Forge has given enough chance to enter (30 April - 2 May). There was time when there is no buyer at Rs 653 on 2 May. Stock with 5% circuit limit will take 4 days to reach 20%.
DeleteRight madam
DeleteDolly ji,could not buy Kalyani Forge ….am keeping fingers crossed that I will be able to do it at a later date,if it doesn’t rush to 100% profit before that.😄 However ,in the last 8 years since I joined this blog and started investing in stocks recommended by you,I have been able to sleep peacefully in the realisation that financially we are well looked after.Rest in His Hands.Thank you and God Bless you and your family.
ReplyDeleteI bought BSE at a price of Rs. 700, Booked profit earlier. Now it has reached Rs. 7000 , the market cap is around 1 lk crore now. Is there further upside possible or will it be good to book some profit and invest the amount in some other stock. Any view on BSE madam.
ReplyDeleteNot tracking it
DeleteHello mam, thanks for your suggestions. I am following this blog for past few years. please provide insight on snl bearings and daichi. Can we hold it further
ReplyDeleteWe give 3 years time to every stock if company delivers 100% return within 3 years then we remain invested otherwise we exit and reinvest again, same apply for free of cost stocks.
DeleteGreetings maam, Despite good results, Patanjali didn’t react positively. Is high PE an enemy of this stock?
ReplyDeletePatanjali margins mainly driven by edible oil business, I think Ajanta will post good numbers this time as well.
Please share your valuable knowledge
Even though Patanjali has posted best ever yearly result but market is looking for more better results. Edible oil business is low PE and Food business is high PE. It is expected to give better results in coming quarters.
DeleteAjanta soya did well and showed good profits in 2021 and 2022. What led to sales drop in 2023 and 2024 after doing well in covid years . Pls update for understanding
ReplyDeleteIt is due rise and fall in price of raw material ( soybean and palm oil ). In edible oil business majority of raw material comes from imports. There was supply disruptions due to Russia and Ukraine war. Indonesian government has put restrictions on export of palm oil. High cost inventory has impacted the profit margins severely.
DeleteGreetings Madam, does kalyani forge also operates in defence sector through Shrid Metal Technologies Pvt ltd ? https://youtu.be/k4qpbhxHjTE?feature=shared
ReplyDeleteYes company has expertise to manufacture critical components for diverse engineering application.
DeleteSame and not able to buy Kalyani Forge.But it is OK. Not in Naseeb.Will wait patiently.Best Luck for investor who were able to buy it.Good Luck...I wish it reached 100% which will be good for you
ReplyDeleteMadam, please throw some light on results of GLS & Shree Pushkar chemicals. Thank you
ReplyDeleteBoth companies have posted excellent result and expected to perform well in coming quarters
DeleteSome good news on Vishakha as many blog shared on upper circuit today
ReplyDeletehttps://www.business-standard.com/markets/news/visaka-industries-shares-soar-19-on-almm-certification-for-solar-roofs-125010800539_1.html
This is old news of January. Nothing to do with yesterday's rise.
DeleteThis is old news publish on Jan 08 2025
DeleteNamaste Madam, What are the future prospects of Shree Rama Multi-tech ltd? Does it have the potential to become a multibagger within the next five years? I would appreciate your insights.
ReplyDeleteIt has already given 300% return in 2 years. Now you can hold free of cost shares for another 3 years and decide according to future performance of the company.
DeleteGood evening Mam,
ReplyDeleteAlivus Life Sciences - Guidance for FY26 is very weak - Management has guided for just 9% revenue growth in FY26 with stable EBITDA margins. Also it has delayed its capex with no clear picture of its future strategy under new Nirma Management... It was giving good dividend which has also been slashed this year. please let us know your view.
Some consolidation is normal after good growth. Even 9 -10 growth is good with stable EBITDA margins. Earlier the dividend is used by promoter company but now profit will be used for company growth.
DeleteMadam
ReplyDeleteUr views on national fittings Ltd company results? Is result good?
Yes result is good even without exceptional items.
DeleteHope wardwizard is not next sintex plastic!
ReplyDeleteSome stocks will not give good profit but give best experience and build strong business character.
DeleteThere is no way to become successful investor without any experience of loss.
Maa'am, you are the greatest teacher for me, respect from the bottom of my heart for sharing your experience and learnings 🙏🎉
DeleteWardwizard Innovations & Mobility Ltd. recently announced the release of all pledged shares. Promoters had pledged 30.35% of their shares.
ReplyDeleteDear Madam/Sir,
ReplyDeleteIt seems defence Stocks has good growth potential.
Will you please suggest any such defence stock that has a good growth potential and available at reasonable valuation?
Ok we see if any good opportunity available at reasonable price.
DeleteAt present most of the stocks in this sector are available at very stretched valuation
Gyd eve madam. Next stock recommendation which month madam. Kindly post in market hours. Tq
ReplyDeleteOk, It will be in the month of October or November
DeleteMadam, are we going to go for only two stocks in 2025 or three stocks?
DeleteHi Mam,
ReplyDeleteIs it right time to buy PVC pipe sector stocks like finolex / Astral / Prince pipes.
Not tracking this sector
DeleteMadam, Visaka has posted excellent result with more than 10% opm, I think ALMM certification and atum solar's inclusion in government subsidies program has started making its effect. Ma'am pls share your view.
ReplyDeleteYes we hope for best
DeleteSir, your comments on the results of Visaka Ind please!
ReplyDeleteVisaka Ind has posted good result and it is expected to perform well in coming quarters
DeleteMam,
ReplyDeleteWhat's your view on result of "Asian Energy Services Ltd" ? They have posted excellent set of number but seems like market not appreciating it at the moment.
Yes, result is excellent but market expect better margin
DeleteMam,
ReplyDeleteHowz the result of suraj products?
QoQ looks fine but YoY not that good.
It's is in metal sector , must have good growth prospect in future, rite?
Result is ok, some subdued demand and higher raw material cost has impacted the bottom line. Future is bright
DeleteMadam
ReplyDeleteI think visaka will move further well based on results ..ur comments
Yes, Visaka Ind has posted good result and it is also expected to perform well in coming quarters
DeleteDear Ma'am,
ReplyDeleteWith the US debt at an alarming $36 trillion and experts predicting a potential Great Depression, could you share your insights on how this might impact an Indian portfolio and the best strategies to prepare for such a scenario?
Indian economy will remain strong in future irrespective of US economy.
DeleteThank you for the relieving reply :-)
DeleteDear Mam,
ReplyDeleteNamaste! Pls guide me on wardwizard i had invested 10% in it. If it's a good company going through hard times I don't mind holding it for 3yrs. And can ignore the notional loss. Your suggestion pls.
No change in previous view about this stock.
DeleteWe have very clear investment guidelines.
1. Investment in equities is subjected to significant risk. We can not avoid it but it can be mitigated and managed according to our risk bearing capacity.
2. In this stock our investment is limited to 10%
3. If low risk profile then use stop-loss @ 30% correction
4. Rise and fall , profit and loss is nature of this business. Need to stick with investment decision and it will give either good profit or the best experience.
Madam, what is the present status of 1.2 billion order to Wardwizard, what about MOU , can we expect positive trend in near future.
ReplyDelete2. Share your view on Deepak Fertilizers
Thank you
There is no visible outcome on above order. We expect and wait to see the change in trend for 3 years then we will act accordingly.
DeleteWe expect the completion of demerger of Deepak Fertiliser in this financial year.
Dear Ma'am,
ReplyDeletePatanjali seems to be readying to launch 2-wheeler EV later this year. Hope its good for Patanjali stock.
It is not Patanjali Foods Ltd, it may be related to Patanjali group
DeleteDear Madam, can you please through some light on recent open offer made for National Fittings Ltd?
ReplyDeleteAlso on the fact that promoters are getting changed. Thank you.
It is positive for National Fittings and new promoter Himgiri Castings Private Limited (https://himcast.in/)
DeleteDear ma'am, I have FOC shares of National Fittings Ltd. As promoter selling his stake and there is open offer, kindly advise what needs to be done(hold the shares or sell them). Want to know, if any change in your view on company prospects? Thanks so much ma'am for your guidance
ReplyDeleteYou can book some partial profit and hold some another 2-3 years. New promoter ( Himgiri Castings Private Limited - https://himcast.in/) is also well experienced and already having well established business.
DeleteMadam
ReplyDelete1) Ur views on today surger in national fittings
Due to some new investment or stake sale
2) lykis posted good numbers..pls advice ur opinion
Thanx
1. New promoter is acquiring the company.
Deletehttps://www.bseindia.com/xml-data/corpfiling/AttachLive/2D7E4C9F-55C0-4BBF-82C4-9E866A44E362-171857.pdf
2. Result is average.
Madam, how many stocks we are this year
ReplyDeleteTwo stocks
DeleteThanks much for your response Madam
DeleteDear Maam, Deepak Fertilizers seem to have given very good result.
ReplyDeleteI m holding the stock since long. The stock has given great profits thanks to you.
The TAN and Nitric Acid are expected to be commissioned in next 8-0 months. Kindly suggest if I can continue to hold it for the next 1 year or should I book profit and buy the new stock In the blog.
Yes you can continue to hold Deepak fertilizer for another 3 years. It is expected to give very good result in next 3 years after the demerger
DeleteKindly recommend at least three madam. Regardd
ReplyDeleteIt is based on performance of previous stocks. If the last year stocks will perform faster then we will go for 3 otherwise we will keep two stocks.
DeleteDear maam, are Manaksia Steel and Mansksia Coated Metal from the same promoters?
ReplyDeleteBoth the companies have similar products like cold rolled steel sheets / coils, Hot dipped galvanized steel, Pre-painted profile sheets etc...
Regards
Both companies may have same promoters but different in operation.
DeleteManaksia steel is making hot and cold rolled Steel sheet from ms ingot. Metal coating is done by both companies
Asking same question once again mam,
ReplyDeleteCan we keep foc of df for another 3 years or even longer?
Yes, Deepak Fertilizer is still having lot of growth potential after demerger
DeleteDear Maam,
ReplyDeleteI have already received Raymond Realty shares in my demant account. Around what price, we can expect the listing and should we sell part of our holding at that price.
Thank you for your guidance.
Madam, please throw some light on latest developments and fresh buy in LYKIS for longterm. Thank you
ReplyDeleteMadam, please share your view on kalyani forge result.
ReplyDeleteNamaste mam,
ReplyDeleteKalyani forge stock is not available 550 to 600 range. So present rate buy or another one month wait to watch mam
Ward wizard results look very good. what are we missing . Also promoter yatin sanjay gupta selling from 50 also now at 18. Maybe a repeat question about promoter selling. Your views please
ReplyDeleteToday yatin Sanjay Gupta has bought 1.70 cr shares 6.53% shares in co. Are they trading too. Don’t understand any of this
ReplyDelete