Vijay kedia New Multibagger Share For 2025💹 | Siyaram Silks Stock Analysis Q2 Results latest news 🆕

요약 보기

결론: 시야람 실크(Siyaram Silks)는 중장기 멀티배거 가능성이 있다는 주장으로, 현재 주가 약 550 기준 2~3년 내 2000~2500 목표를 제시함. 사업·성장 요인: 직물 제조사로 국내외 수출(아부다비, 호주, 방글라데시, 캄보디아, 캐나다 등)하며, 정부 PLI 수출 장려책과 섬유 섹터 성장이 순풍으로 언급됨. 라즈니 싱 등 브랜드 앰배서더를 활용한 브랜드 사업도 강조. 재무 지표: 자기자본이익률(ROE) 약 11.4 수준에서 개선 추세, 부채비율 0.14로 낮음, 프로모터 지분 67%이며 담보 설정 없음. 자본준비금은 약 250억 루피에서 1200억 루피로 증가, 장기차입은 소멸하고 단기차입 감소 추세. 실적 우려: 매출 CAGR 약 6%로 낮고 이익 성장은 마이너스. 코로나 이후 업황 부진과 브랜드 가치 제고를 위한 마케팅 비용 증가가 원인으로 설명. 영업이익률(OPM)은 분기별 변동이 크지만 명절 시즌 개선 기대. 자사주 매입: 과거 주당 약 650~720루피 규모 테더오퍼 매입이 있었으며 현재 주가는 그보다 크게 낮은 상황이라 언급. 밸류에이션·차트: PER은 과거 평균 대비 낮다고 평가. 기술적으로 역헤드앤숄더 등 바닥 패턴과 월봉 플래그 형성을 근거로 돌파 시 상승 여력을 주장. 약 540 부근에서 기관성 매수가 들어온다고 주장. 리스크: 경기 둔화 가능성, 마진 개선이 지속되지 않을 가능성, 실적 회복 지연 가능성이 암시됨. 발언자 본인은 투자 중이며 계속 보유할 계획이라고 밝힘. 출연자 전망: 단기 자금 흐름보다 1~3년 중장기 관점에서 긍정적이며, 현 시점이 매수 적기라는 입장.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. Welcome once again friends, in this video we are going to tell you about a company which has full potential to be a multibagger from here. Right now its share price is around 550. I think this company has the capability to give you 3x-4x returns, ranging from 2000 to 2500 in the next two-three years.

02. The management of the company has worked in such a way that you need to see it. However, it is also important for you to understand the threats. So, in total I am going to tell you 11 points in this video. Who is this company, what is its business, whether its promoter and management are good or not, who are the competitors and PR companies of this company, what reasons can bring growth in this sector in the future, what is the balance sheet of the company, what is the PNL statement of the company, what is the quarterly result of the company saying, is the company investor friendly or not, that is, does it give presentation for investors or not, does the company give conference and credit rating or not and what is written in it, the current status of the company.

03. Is the valuation correct or not? What do brokers think about the company? What is the latest news saying? After that, we will do a technical analysis of the company if there is a fall from above, and what buying opportunity is created here. And how do the big investors who depend on this, pick up the goods?

04. Acumen. So let's start. To increase your interest, I will show here that this company holds A. Vijay Krishna L Kidiya ji. The name of the company is Siyaram Silk. So friends, if we go to the summary, we can see here that this is a textile manufacturing company. Its products are exported not only in India but also to countries outside India like Abu Dhabi, Australia, Bangladesh, Cambodia, Canada.

05. The government's tagger is an export-oriented sector, which can grow at a faster pace in the future. The government's PLI scheme, which is an export-oriented initiative, is being taken here and due to this the entire textile sector It can grow a lot in the future, and CRM Seal can benefit a lot here.

06. This company is not only for exports, it is also known for branded fashion. Ranveer Singh is its main brand ambassador. We will look at all the things of this company one by one. First of all, friends, the market of this company is currently going on. The stock price is around 2500-2600 crores. The return ratio is around 11.4.

07. The return ratio is continuously improving from 17 to 208 now. And from that, RO has also been seen improving steadily. The debt to equity of the company is 0.14. The debt is very low and whatever debt is there, there is a high chance of it becoming zero in the future. The peg ratio of the company is low, so I am saying this superficially.

08. I will explain the whole point to you in detail. You will have to watch this video till the end. Okay, the promoter of the company has a stake of 67%. None of the promoters of the company has pledged their shares. CFT ratio says that the money that the company lends to people on product base from its operations does not become problematic here, it comes after the right time and it comes to you within 3 years, you will see that if we talk about the number of equity shares, there are 4.69 crore equity shares here, so if we go here first of all in its balance sheet, then we see that the promoter of this company never tampered with his share capital and you can see the reserve of Rs 250 crore has now come to Rs 1200 crore, the borrowing is gradually decreasing, if we look at other things inside the borrowing, then the long term borrowing is over, here there is a short term borrowing and it will become zero after some time, which is good for the company, let me tell you one important point here, the company had recently announced a buy back, around Rs 650, later it became Rs 720, this was a tender offer, this was of Rs 107 crore, but the share price Right now it is trading very low, almost ₹10 down, you have to keep this in mind, you have to keep an eye on all these points, why is this, if you understand the reason behind it then you will be able to hold, big investors like me are holding in this way, so let's understand the reason here, so if we first go to the profit and loss statement, we see that here the compounded sales growth is seen to be low, it is seen at 6 and according to that, see the profit growth is in negative, understand the reason behind this, this is the reason behind this, friends, after Covid, this sector has not been doing well and after that, friends, the management of this company understood that it has to promote its brand further, due to this, these people gave more money to Ranveer Singh and other brand ambassadors so that the valuation of the brand increases because you have to understand the product of this company, if we go to investor, then if we can see below, here you have given a call or pay PPT, so if we open in PPT, then we will understand clearly here What is the product of this company, so first of all we see the branded suits here and this is Ranveer Singh Ban, so obviously it is not only in India but it is expanded in countries outside India as well, so to increase the brand value, to increase the entry value, you have to bear losses in one or two quarters, this company has incurred this, it does not mean that this is your short term problem and the management had disclosed this thing two-three quarters ago, otherwise if we talk about this management, then this is a Pader family, a renowned promoter and has been in this business for many years, that is, for many decades and they know how to expand the business, the way you have seen how they have increased the reserves, so this is a promoter of a renowned promoter and there is a mark that it gives a good dividend and it is investor friendly, so this also clearly gives here, rest we see here that the future outlook is very good because the work that has to be done on the brand, these people work on the brand, the brand that these people have, you Sarm is a brand, hmm Spread Kadni, Amarg and there are some other branded products which are very popular in the Indian market and the foreign market and you can see how they are promoting it at good places.

09. Now, the trigger point here could be that the festival season is going on right now, so before the festival season, they have promoted the brand not only in cities but also in the places from peter to peter. Their retail chain has a good tie-up with them due to which the product sells very well. They can sell it even in small shops.

10. And you can see that they have a very good distribution in the retail space in retail outlets, so the distributor is very good and they also have a very good presence in the online platform, just like Flipkart, there are all these brands, all the branded clothes are worn by every new generation people of India.

11. And one more thing we see that here many IT companies have stopped work from home and have made it mandatory to go to the office, due to which these clothes It will sell more and it is the festival season so there will be more parties so definitely the serum product will sell because the company's management had executed well and the OPM that I will show in this quarter was bad, there are high chances of it being very good and this operator knows that he is picking up the goods from each place, you should not miss that point, so you can see all the branded products here, these are good brands, I personally wear them and I like them, so not only Ravir Singh, but you can see all the superstars, Mahendra Singh Dhoni's name is also there and you can see Priyanka Chopra also and many brands, many well-known personalities have their brand here and this is a very popular brand, not just in India, they have a lot of expansion in foreign countries, so their vision is good, their mission is good, so you can see with them the leadership team, Ramesh Budha ji and Pawan Budha ji and the rest of their next generation, all these people who have been working in the textile industry for a long time.

12. We have been doing this work, so obviously there are two points, one is the sector tail wind, the second thing is the government's export percentage and right now the festival season is here and along with that, strengthening the brand further here, if all these points are combined then this share price which is going on right now, it is clear cut when will it go up to 100% from 50, only people will talk about it later, now is the right time because I think its downside is very less, along with this, if we also look at the experienced board here, not just the promoter family but the rest of the people are also very good, by mastering every field here, they have taken initiative to take this company forward, so and the company also has very good awards, if we look here, you can see in the credit reading that these people do not have much credit, but one thing we can read clearly from the credit reading is what is the strength of this company, in strength it is clearly saying that it has an established brand and a strong distribution network and it is an asset light model.

13. And but what is the weakness, economic slowdown? Is there an economic slowdown right now? No, but the way your word factors are working, the downward factor is not decreasing right now because if the brand grows, then obviously the upward factor will increase, meaning the margin of these people, the promoter group, those who have shared in the collection, the margin will be good on year-on-year basis.

14. So, it is important for you to understand that, for this you will have to read these conference calls, you will have to see the notes in the conference calls in detail. I have seen it. And obviously, you should understand this thing, if their margin will be good, which is clearly written in your profit and loss statement.

15. So, we can see that this has not happened in any year, just leave aside the Covid era, the OPM here is always 12, 13, 14, 15, even now in 16, 17, it is showing 16 in TT, although this is not cyclical because it is showing you OPM at 6 here. You will not get to see this OPM at 6 from the next quarter, if we just Or if we talk about the festival season, then 635 came in June 2022, then in September 2022, so now we can see here, improvement is visible here, so what happens to these people during the festival, OPM is seen increasing, so here it is clear cut to me that if the quarterly result can also come in between these, then if you adjust accordingly, then your EPS is seen increasing and it is also seen increasing on the basis of TTM, if it will be seen increasing on the basis of TTM and if OPM comes to 16 70 here for the whole year, then at least 40% will definitely be visible from here, if we go to the chart and look at the PI, then we see that it is seen to be less than the average here, friend 55 5 years 3 years, we will see all this and here you can see a very beautiful chart pattern, I will show you that, so friends, this is the chart of Serum Seal, when we You can see that this chart is getting ready to go up a bit.

16. You can see a great chart pattern. You can see that here you can see a complex head and shoulders pattern and it is getting ready to go up. It can go very high. So, at least if you are a technical guy, then obviously you can assume till here. From here to here, you will have to see what percentage is there from here.

17. Let me do it once again, it got removed, I see it at 45 here. So, after breaking out, if we do it roughly, then it is definitely visible at 50. It is definitely visible at 50. But if you see, this breakout that happened in the past, people played the breakout. I did not play the breakout. I was waiting to see whether the operator holding the train line and lifting the goods comes here or not.

18. See, it came today. Actually, the call came. After the call came, today the lion pride is trying to go up and this As soon as it reached around 540, the operator started loading the stock. Here, if after waiting for a day or two, it directly goes up and gives a breakout, then this share price will come to the notice of many people at that time, so obviously you can invest as much capital as you want to invest gradually.

19. What do I personally think? I personally feel, see, here it was 174, from here the share price went up, where was it 583, that is, let's say 3x to 4x, if we consider 3x roughly, then what do you think if we go to this monthly chart, what do you think, this one, what will you think, you will see a flag, the consolidation that is there right now, you will see a flag in the monthly and if you see, if this monthly breakout happens, then you can see that when the monthly breakout happens, then there will be a great cup and handle formation here, then if it goes upwards, then definitely you can imagine what I am telling you from 2000 But here the target can be 2500 within the years, this will become possible because fundamental changes are taking place in the company, we understand that the sector is getting tailwind, there is a government initiative, there is PLI scheme and with that many famous people have already entered, rest now you can think about what decision to take, I am invested here and will remain invested, thank you.