MAAN ALMUNIUM MY FAVOURITE
1:MARKET CAP :-45 CR
2:BOOK VALUE :-85 CR
BOOK VALUE MORE THAN DOUBLE
FROM MARKET CAP ,VERY FEW
COMPANY HAVE SUCH ELEMENT
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3:SALES IN 2015 : 110 CR
SALES IN 2017 :358 CR (TTM)
SALES GROWTH 225%
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4:- PAT IN 2015 :0.28CR
PAT IN 2017 :2.17 CR (TTM)
PAT GROWTH :675%
( NEAR DOUBLE TO SALES GROWTH)
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5: EPS IN 2015 :0.83
EPS IN 2017 :7.23(TTM)
GROWTH IN EPS 771%
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6: TRADE RECEIVABLE IS MORE
THAN MARKET CAP AN EXCEPTION
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7: IN LAST 5 YEARS INPUT COST HAS NOT INCREASED AS COMPARED TO SALES A GOOD SIGN
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8: MARKET CAP TO NET OPERATING REVENUE IS 0.05 VERY VERY LESS THAT MAKES VERY ATTRACTIVE
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9:INVENTORY TURNOVER IS DOUBLE IN LAST 2 YEARS.
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10:MOST IMPORTANT THING EQUITY IS VERY LESS,TO GET CIRCUIT LITTLE VOLUME NEEDED.
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11:FIIS HAVE SLOWLY SLOWLY STARTED TO TAKE POSITION.
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12:CURRENTLY COMPANY CURRENT ASSEST IS MORE THAN DOUBLE FROM MARKET CAP A FEW COMPANY HAS THIS CHARACTERISTICS
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13:THE COMPANY HAS PLAN FOR FULL CAPACITY UTILISATION AND MORE EXPANSION PLAN.
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14:COMPANY HAS BEEN AWARDED WITH NIRYAT SHREE AWARD IN MSME CATEGORY.
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15:THIS YEAR ITS EXPORT GROWTH WAS 20%
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16;ALMUNIUM EXTRUSION DEMAND WILL INCREASE DUE TO UTILIASATION OF IT BY AUTOMATIVE,DEFENCE,BUILDING AND CONSTRUCTION,MARINE,INFRA SECTORS.
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17:THE PER CAPITA CONSUMPTION OF DEVELOPED COUNTRY HAS 20 TO 30 KG BUT IN INDIA ONLY 1.3 KG
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18:IN LAST 5 YEARS COMPANY HAS NEVER MADE LOSS .
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19: COMPANY HAS STRONG CLIENT BASE.
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20:AND THE MOST IMPORTANT POINT MOST OF TIMES YOU HAVE SEEN ANY COMPANY HAVING MARKET CAP MORE THAN SALES BUT IN CASE OF MAAN
SALES IS 10 TIMES THAN MARKET CAP.
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AS PER SALES GROWTH
YEAR END TARGET SHOULD BE 380.
DISCLAIMER :I AM HOLDING THIS STOCK
The segment-wise expected demand growt….
1. Power Sector – Power and infrastructure sectors in India are witnessing and would continue to witness strong growth in the coming years with the boost from policy measures and budgetary allocations. Our country faces continuing power shortage. More investments to plug the gap means more aluminium extrusions.
2. The vibrant Real Estate Sector in our country –
Triggered by growth opportunities in the construction sector with increasing government budgetary support for the housing sector, the Company eyes for a wider market as more homes and offices mean more aluminium extrusions. Aluminum being Green Metal and an effective substitute to wood and also being corrosion resistant favourably competes with other substitute materials such as steel and wood. The light weight, high strength and durability of aluminum alloys make aluminum attractive for building and construction.
3. Rapidly growing Transportation Sector – More road and more vehicles mean more aluminium extrusions. The Growing Vehicular aluminium content for light weighting of vehicles to save energy will drive aluminium demand further.
4. Engineering Applications – Aluminium Extrusions are increasingly being used to manufacture forged and forged & machined components for use as parts of machinery, fastners, rivets, wire rope ferrules, motor housings for domestic pumps, hydraulic gear pump casings, heat sinks, ladders, elevators, etc.
5. The Sustained Agriculture Emphasis in ourCountry – More investments in irrigation mean more aluminium extrusions.
6. Solar Energy Industry is an emerging opportunity, which implies significant consumption opportunities for aluminium extrusions from solar panels over the years to come. Century Extrusions Ltd.
7. Indian Defence Sector: Aluminium extrusions are consumed in a wide range of applications in this sector, comprising tail-end fuse connectors for detonator shells and grenades, frame-work for tents and as a rollover ‘mattress’ for tanks to navigate difficult terrains. Given the significant supply deficits, high growth potential and conducive government policies, a large opportunity.
FUTURE OUTLOOK
Aluminium extrusions are used for their strength, flexibility, durability and sustainability in various sectors such as construction, transportation, electrical, machinery and consumer durables. They are 100% recyclable and emits no significant hazardous gasses during processing. The increased usage in green initiatives is driving the growth of the aluminium extrusion market. market research analyst estimates the global aluminium extrusion market to witness a tremendous growth at a rate of around 7% during the forecast period.
Superb analysis 👏👍
Superbly narrated by Atul ji and on the top of it Piyush ji had explained why this stock and sector is so favourable and how demand will arise and why the stock is poised to reach new heights… Hats off to the sheer dedication towards make people Learn and understand in a simple way…
Thx
Good Analysis Atul Bhai & Piyush Bhai
good analysis..
Great
Great analysis bro…
Already a part of PA Group and sure you will be best analyst in coming 5 years or even less tenure. Hoping to be part of incredible journey started by you.
Thanks Atul & Piyush
Wonderful to see you blogging as well. Feeling blessed with you guys.
thanks guys
As usual…Very informative..
In depth analysis and insight helps investors and erases doubts, thank you Atul and piyush
Thanks
Net profit 1.33 Crores but debt 55.45 crores. Is it ok Atul ji?
Vertical capital structure.