Sitemap - 2023 - MoneyMuscle

Shriram Finance: PAT growth of 20% & Net Interest Income growth of 16% in H1-24 at a PE of 12 and price to book of 1.66

Happy New Year

Dynacons Systems & Solutions: PAT up 95% & Revenue up 27% in H1-24 at a PE of 18

LT Foods: PAT growth of 55% & Revenue growth of 15% in H1-24 at PE of 14

Nucleus Software Exports: PAT growth of 350% & Revenue growth of 59% in H1-24 at PE of 19

Cigniti Technologies: PAT growth of 25% & Revenue growth of 12% in H1-24 at a PE of 16

Natco Pharma: 40-68% PAT growth in FY24. PAT growth of 109% & Revenue growth of 65% in H1-24 at a PE of 12

SKM Egg Products: PAT growth of 236% & Revenue growth of 32% YoY at a PE of 8

Shankara Building Products: PAT up 29% & Revenue up 31% in H1-24 with outlook of revenue CAGR of 26% for FY23-28 at a PE of 23

Talbros Automotive Components: PAT growth of 50% & Revenue growth of 21% in H1-24 at a PE of 27

Brand Concepts: PAT growth of 34% & Revenue growth of 67% in H1-24 with guidance of 30%+ revenue CAGR till FY27 at a PE of 63

Man Industries: PAT growth of 950% & Revenue growth of 54% in H1-24 & FY24 revenue growth guidance of 40-50% at a PE of 13 & P/B of 1.3

Venus Pipes & Tubes: PAT growth of 93% & Revenue up 55% in FY24 with Revenue CAGR of 35% till FY23-25 at a PE of 42

Sharda Motor Industries: PAT up 35% & Revenue up 7% in H1-24 at a PE of 16

Time Technoplast: PAT growth of 34% & Revenue of 16% in H1-24 with guidance of 16-18% revenue growth in FY24 at a PE of 16

Marathon Nextgen Realty: PAT up 184% & Revenue up 26% in H1-24 at a PE of 13

H.G. Infra Engineering: 21-22% revenue growth in FY24 with long term revenue CAGR of 17-18% at a PE of 10

Welspun Corp: 90% EBITDA growth & 50% revenue growth in FY24 at a PE of 17

Satin Creditcare Network: 41% revenue growth & return to profitability in H1-24 for a PE of less than 7 and price to book of 1.24

Caplin Point Labs: PAT growth of 24% in H1-24 with expectation of good numbers in FY25 & FY26 at PE of 23

Manappuram Finance: PAT growth of 53% & Income growth of 31% in H1-24 at a PE of 7 & P/B of 1.24

Fineotex Chemical: PAT growth of 41% & long term PAT growth of 25%+ CAGR at PE of 34

Interglobe Aviation: 21% growth in H1 in line FY24 guidance of 16% growth at PE of 18 and 10+% FCF yield

Kilburn Engineering: 100%+ EBITDA growth & 70% revenue growth in FY24, followed by 25-30% growth in FY25 at a PE of 26

IIFL Securities Ltd: PAT growth of 84% & Revenue growth of 51% in H1-24 at a PE of less than 11

IFGL Refractories: PAT up 99% & Revenue up 26% in H1-24, on track to meet FY24 targets & 19-26% growth outlook till FY27, at a 21 PE

BLS International Services: PAT up 88% and Revenue up 26% in H1-24 at PE of 40

Shriram Pistons & Rings: PAT up 68% & revenue up 15% in H1-24 with strong cashflow available at PE of 11

PG Electroplast: Meeting FY24 guidance with PAT up 96% & Revenue up 32% in H1-24 at a PE of 47

Jupiter Wagons: PAT up 280% & Revenue up 129% in H1-24 with similar trajectory for H2-24 at a PE of 54

Chamanlal Setia Exports: 19% PAT growth in H1-24 and a track record of PAT CAGR of 30%+ for FY19-23 at a PE of less than 8.5

Jindal Saw: 30%+ revenue growth & 100%+ EBITDA growth in FY24 at a PE of 12

Gravita: 35%+ PAT & 25%+ revenue CAGR till FY27 at a PE of 32

Ujjivan Small Finance Bank: PAT up 31% & NII up 28% YoY in H1-24, guiding 25% growth till FY26 at PE of 8 & price to book of 2.3

Rategain Travel Technologies: PAT up 157% & revenue up 84% in H1-24 on track to exceed FY24 guidance. Growing at a 50% CAGR FY21-23, 2X in FY24-26

Zen Technologies: 134% revenue CAGR FY23-25 at a PE of 67. "Obscene growth" coming in next 4 years

Lloyds Metals & Energy: 92% EBITDA growth & 100% revenue growth YoY in H1-24 at a PE of 22

Shilchar Technologies: PAT up 173% & Revenue up 48% YoY in H1-24 at a PE less than 20

CreditAccess Grameen: 122% PAT growth & 54% income growth in H1-24 at a PE of 20

Tanla Platforms: 32% PAT growth & 16% revenue growth in H1-24 to be followed by a stronger H2 for a PE of 28

IndusInd Bank: 18-23% loan growth CAGR for FY23-26 at a PE of 14 and price to book of 2

Newgen Software Technologies: Outlook of 38% revenue CAGR for FY22-27 at a PE of 38

Som Distilleries & Breweries: 43% PAT growth & 57% revenue growth in H1-24 at a PE of 36

Anand Rathi Wealth: 37% PAT CAGR & 26% revenue CAGR for FY18-24 at forward PE of 35

Angel One: PAT up 33% & revenue up 30% in H1-24 for a PE of less than 17

Avantel: 49-72% PAT growth in FY24 at a PE of 66

Cigniti Technologies: 25% dollar revenue CAGR till FY27 at PE of about 12

KPI Green Energy: 44% revenue growth & 57% PAT growth in H1-24 for a PE of less than 25

Kuantum Papers: 27-32% EBITDA growth and 15% revenue growth at a PE less than 7

Shriram Pistons & Rings: 82% PAT & 28% revenue CAGR from FY21 with free cashflow compounding at 17% available at PE of 13

Kilburn Engineering: 50% revenue CAGR till FY25, 35% growth in FY24 at a PE of 19

Salzer Electronics: 2X revenue by FY27, 26% revenue & 26% PAT growth at a PE of 18

Power Mech Projects: 39-50% FY24 revenue growth, 35% CAGR till FY26 at 25 PE

Jindal Saw: 30%+ revenue growth & 100%+ EBITDA growth in FY24 at a PE of 12

Krsnaa Diagnostics: 30-35% revenue CAGR for FY23-25 at a PE of 35

Foods & Inns: 60%+ PAT growth in FY24, PLI impact of 3.3X FY23 PAT coming between FY23-27 at 21 PE

Shankara Building Products: 34% EBITDA & 26% revenue CAGR for FY23-28 at a PE of 24

Interglobe Aviation: Two-thirds of Indian market,16% growth in FY24 & 2X by FY30 at PE of 24 and 13% FCF yield

IFGL Refractories: 25%+ growth in FY24, 19-26% growth outlook till FY27, at a 18 PE

Shilchar Technologies: 40%+ revenue CAGR till FY26 on the back of 58% revenue CAGR for FY20-23, at a 20 PE

Dynacons Systems & Solutions: 65-85% revenue growth in FY24 at a PE of 20

Waaree Renewables: 3X revenue & volume in FY24, order book 3.3X FY23 execution at 47 PE

JK Paper: 39% growth in EPS at a PE of 5 and a free cash flow yield of 23%

Syrma SGS: 59% growth in FY24 on the back of 52% revenue CAGR for FY21-23 at a PE of 67

Netweb Technologies: 139% PAT & 76% revenue growth CAGR for FY21-23, ~50% PAT & 40% revenue growth in FY24

PG Electroplast: 30% revenue growth & 28% operating profit growth to drive 44% growth in PAT

Dreamfolks Services: 60%+ revenue growth in FY24 despite a weak Q1-24 at PE of 37

Servotech Power Systems: Tripling in FY21-23, doubling in FY24, 5 times in FY23-25

Rategain Travel Technologies: Growing at a 50% CAGR FY21-23, 2X in FY24-26

Kaynes Technology: PAT at 117% CAGR for FY20-23, 60-90% PAT growth in FY24 at 88 PE

Pakka: 35% revenue growth in FY24, 33% revenue CAGR for FY23-26 at 16 PE

Radiant Cash Management: Consistent free cash generator, guiding 22-24% CAGR at 16 PE

BLS International Services: 50%+ revenue growth, IPO of subsidiary & inorganic growth possibility at PE ratio of 49

Satin Creditcare Network: 25%+ AUM growth with possibility of beating FY24 guidance for a PE of 6

Shriram Finance: 15%+ EPS growth & 15% AUM growth CAGR for FY24-26 at a PE of 11

Phantom Digital Effects: Guidance of 75-80% revenue growth & 33-35% EBITDA in FY24

NCC: Order book 3.6X FY23 revenue, 20% revenue growth guided for FY24 at a PE of 15

Ksolves India: 95% revenue growth & 250%+ PAT growth for FY19-23

Kirloskar Oil Engines: Executing 2X-3Y strategy. Double revenue in 3 years. Double by FY25.

SKM Egg Products: Largest exporter of egg powder in the midst of spectacular growth available at a PE of 10

CreditAccess Grameen: Aiming 20-25% CAGR over next 4-5 years

Zen Technologies: Obscene growth, fantastic coming four years

Jupiter Wagons: Order book 3X FY23 revenue, to be executed in 18 months, outlook for 85% revenue growth in FY24

Lloyds Metals & Energy: 3.3X mining capacity expansion & transformation into an integrated steel manufacturer

Venus Pipes & Tubes: 2-2.5X revenue by FY25, a track record of 86% PAT CAGR for FY19-23

Marathon Nextgen Realty: PAT 179% & revenue 87% CAGR for FY20-23 at a PE of 12

KPI Green Energy: Minimum 50-60% volume growth in FY24. At reasonable valuations

Agarwal Industrial Corporation: 6.8X revenue & 10.3X PAT FY17-23 at reasonable valuations

Talbros Automotive Components: 20%+revenue, 28-31% EBITDA CAGR till FY27

Vishnu Chemicals: 2X+ top-line in last 2 yrs, similar pace expected for FY24

ITD Cementation: Order book 3.6X FY23 revenue to grow top-line by 26-34% in FY24

Welspun Corp: 1.5X revenue, 3.4X EPS committed for FY24

WPIL Ltd: Order book 2.6X FY23 revenues, to be executed in 3 years

Man lnfraconstruction: Strong growth trajectory

Best Agrolife: Confident to deliver 30% growth with 20% EBITDA margin

Beta Drugs: Don't see hurdles to 2X by FY26

Sharda Motor: Growth at a good value

Aavas Financiers: Huge runway for consistent and sustainable growth

CCL Products: Smell the coffee, its richly valued

Glenmark Life Sciences: Solid business, reasonable price, outlook for growth

Buy 25%+ growth at a PE less than 6: Ujjivan Small Finance Bank

Tanla Platforms: Earnings expected to grow faster than revenue

Shivalik Bimetal Controls: 3.4X revenue & 4X PAT opportunity

India Pesticides Ltd - Hit by a speed breaker

Jyoti Resins and Adhesives - Growth or illusion?

Supriya Lifescience - No margin of safety

Time Technoplast - Tepid growth for a fair price

Tarsons Product Limited - Very Expensive

SJS Enterprises - Very Bullish management

Balaji Amines - Attractive price for 2X by 2026

Allcargo Logistics - Cheap stock

Likhitha Infrastructure Limited - Big order book

HG Infra Engineering Ltd - Attractively priced

Angel One - Attractively priced

Archean Chemical Industries - 2X in 2-3 years

Gujarat Themis Biosyn - Get growth at an attractive price

Madhya Bharat Agro Products Ltd. - Opportunity in the Midst of a Growth Cycle

Polyplex Corp Ltd. - Attractively priced

Share India Securities Ltd - High returns

Prudent Corporate Advisory Services Ltd - On a roll

Alkyl Amines Chemicals Ltd. - Expensive stock

Aditya Vision Ltd - Exciting growth

Happiest Minds Technologies Ltd - Expensive stock

Laurus Labs Ltd - Uncertain outlook

Ami Organics Limited - Overpriced share

Indian Railway Finance Corporation - Solid Performance

Ami Organics Limited - Overpriced share

Knowledge Marine & Engineering Works Ltd - Blow out performer

Caplin Point Laboratories Ltd - Solid prospects

Metropolis Healthcare Ltd. - Expensive Stock

Safari Industries (India) Ltd - Avoid

Fineotex Chemical Ltd - A high growth stock

Gravita India Ltd - Will soon become a mid cap

Fine Organic Industries Ltd - Fine company

V-Mart Retail Ltd - Incredible Growth

Vijaya Diagnostic Centre Ltd - Overpriced share

GMM Pfaudler Ltd. - Outlook is bright

Divi's Laboratories Limited - Struggling for Growth

Dr Lal PathLabs - Growth is the challenge