저자: Raghav—자막상'Raghavanji'로언급되나제목·설명란에출연자정보없음 · 외국인
요약 보기
Om Infra(인프라·수력기계 기업)는 1개월 약 20%, 1년 약 270% 상승했으며 매출·순이익 성장률이 업종 평균을 크게 상회하고 PER(약 39)도 업종(약 41)보다 낮다고 설명. 비제이 케디아 관련 법인이 지분 약 2.49%를 보유하고 Quant 뮤추얼펀드가 1분기 약 178만 주를 매수했다고 소개. 영상은 종목 추천이 아니라고 명시.
다듬은 글
Hello, you are watching Business To Bazaar, I am Harsh Sharma. Once again we are present in front of you, the world's legendary investor Vern Buffett considers a return of 20 to 21-22 percent annually to be a very good return. He says that if the market is giving this much return, your portfolio is giving this much return, a company is giving you this much return, then it is quite sufficient in itself.
Even the companies or the big mutual fund houses also consider this scale to be very accurate that a return of 18 to 20 percent annually is considered quite good. Now think, if a stock gives this much return within a month, and if we talk about a year, then it gives a return of approximately 270 percent, then what will you say?
We are talking about Om Infra Limited here. Yes, it is an infra related stock and you must have also seen in its thumb, you must have seen the photo of Vijay Kedia, so we will tell you what is the connection with it, but let me also tell you here that from our side, we do not have any stock on this.
I do not recommend buying. As an information, we are telling you about this stock in this video and we are making this video. First of all, let us understand the fundamentals of this company, understand some other things about this company, understand the business model of the company, understand why the stock is reacting in this manner, we will understand where it will go after this, we will discuss all the aspects because we have also taken a quote from Raghav ji regarding the future of the stock here, so first of all let us talk about its business model, see this company is a Rajasthan based company and its business is diversified, in what way are the activities diversified, the company makes hydro mechanical equipments, does infra engineering, the company does things related to dams like water pipelines and civil structures, now let me explain its business to you in more simple language that the company works on multiple engineering projects, out of which one of the government projects is Har Ghar Jal, you must have heard about it well, so its complete information for infrastructure Preparing Water Storage Projects: Water storage projects are projects where water is stored.
There are dams, canals, etc. The company works on such things. It works on its infrastructure. It is connected to pipelines. It works on all the water pipelines. Hydro means the entire water system is connected to the equipment. This is the business model of the company. The company is currently present in approximately 16 states and let me tell you, it is in many countries.
If we talk about foreign countries, it is in Nepal and Rwanda, an African country. Rwanda is also there. Now, I will tell you how Vijay Kedia is connected to this company. Then I will tell you its fundamentals. Listen carefully. After that, I will tell you how far the stock can go in the future. If you look at the current stock price, this stock is trading at around 06.
Within a month, it has given a 20% return. Within a year, this stock has given a return of approximately 270%. If we look at it within 6 months, it has given a return of not 47% but 48%. Now, let me tell you about Vijay Kedia's connection. Vijay Kedia's company, KDA Security Private Limited, has acquired a significant stake in this company.
By June 2024, Vijay Kedia's company holds approximately 2.4 million shares of this company. If we look at it percentage-wise, it becomes 2.49%. And let me tell you, he has made a substantial profit from this stock. He has made a tremendous profit. So, this connection is established. Now let's try to understand its fundamentals a little more closely.
I have brought Tradeline data in which the company's revenue has increased by approximately 39% on an annual basis. And 39%, keep in mind, 39% is big. But if you look at the average of the entire overall sector, do you know how big it is? 11.5%. Now think about it. The annual renewal revenue of the company is increasing by around 40%.
Whereas the average revenue growth of the entire sector is around 11%. If we talk about annual profit net profit, it has increased by 266%. If we compare 266% with last year, then the average net profit of this sector has been 140%. In front of 140%, think about the average growth of the entire sector, in front of that, the profit of this company is 267%.
Apart from this, if we look at the earning ratio, if we look at the price to earnings ratio, here it has been around Rs 39, whereas its P is the P of the sector is around 41. If the P of the sector is 41, then you see its P is 39, according to this it seems cheap. Now after that, let me give you one more information here that in this, the renowned mutual fund house, Quant Mutual Fund, has taken a stake in Om Infra in quarter one, approximately.
17,86,000 shares have been picked up and if we look at it price wise, it is at 1.86. We do not know yet whether they sold or not, but the purchases they have made are from Quarter One. Quant Mutual Fund has bought around 17 lakh shares here. Now let's talk about this stock. We wanted to know Raghavan ji's view here, he said that the stock has given a breakout.
After huge consolidation, the stock can touch 240 to 2270. Right now the price is 07. If you want to add, if it goes down a little, you can buy in the dip. He has [sangeet] put a stop loss of ₹1500,000 crore, so according to that, the debt looks quite low. The debt of the company is continuously decreasing.
The promoters' stake is also quite good. The promoter's stake is around 67%. The share of F is at 0.37%. The share of its big domestic investor is also around 2%. The public The share is around 30%, so this was to tell you overall about this company that what we are discussing about Om Infra, how is the Om Infra stock reacting, what are the fundamental things related to it, how did you like this entire video, please do let us know by commenting, but here we do not recommend buying any stock, thank you
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