저자: 미상 · 외국인
요약 보기
영상은 Vijay Kedia가 Global Vectra Helicorp(헬리콥터 서비스·MRO 기업, 시총 약 222억 루피)에 지분 약 1.4%를 신규 매수한 사실을 소개하며, 미국·인도 헬리콥터 시장 성장 전망(인도 연평균 성장 5.7%, 2023년 315억 달러→2030년 461억 달러 수준)과 회사의 매출 성장, 부채 약 500억 루피, 현금흐름 양호 등을 설명한다. 다만 영상은 투자 추천이 아니며 위험 감수는 시청자 몫이라고 명시한다. 진행자 자신은 개별 종목의 가격 방향을 예측하지 않는다. 자산 목록의 대상 자산과 직접 관련된 예측 발언은 없다.
다듬은 글
Hello friends, I welcome you in which a big investor has recently invested in that company. In the last quarter itself, he bought a good stake in this company and there is also a last investment in his portfolio, that is, second last investment. So why did he invest so much in this sector, which is a loss-making company?
First of all, know who that person is. His name is Vijay Kedia. You all know about Vijay Kedia because Vijay Kedia is such an investor who has always earned multi-bag returns by investing in small-cap, micro-cap type companies. Because he says that if you want to earn money in the market, then you must always choose small-cap, mid-cap, and micro-cap type companies, otherwise you will never be able to earn multi-bag returns.
This is also true. If a company, for example, ADAC Bank, can give you average returns today, but it will not be able to give you multi-bag returns because the highest return that Vijay Kedia ji got was On Sera sanitizer, Sera company got 61 times sorry 6100 times return, so think that is why they invest only in companies which have high risk, it does not mean that they did not incur losses on small cap tank companies, it will not happen like this, there will be losses, so you will always have to work on big thinking by bearing losses, today if I discuss about Vijay Kate ji's portfolio, then see how much his network has become today, around 1250 crores, so his network has become around 1250 crores, which means in 2016 it was only around 100-200 crores, you can say, so from 200 crores to 1200 crores, it has increased around six times and that too in not even 10 years, in just eight years, in eight years, his own network has increased six times, so from where did it increase, it increased due to only one reason, he invested in small cap type companies, so before showing the recent investment of Vijay KD ji I will show you in some updates, which sector he entered, which sector he worked on, let me first show you an update on that, see the company he invested in is an aviation company, it is a helicopter, that means maintenance, manufacturing and also a services company, what are helicopter services now, see if you want to go from one place to another, then you will have to go by train, if not by flight, if you want to go to some place personally, then you can go by hiring any Ola car, so in the same way, what is happening in many places right now, you can go from one place to another by booking any helicopter, by booking any chopper, so that is why I have presented in front of you a data which is the data of US, see how much is the US Search and Resource helicopter market, the journey from 2020 to 2030, that helicopter market is gradually growing, it is growing in such a great way, you can see, why am I showing India US in this data, whose The percentage is increasing to around 2.9 as per Caesar.
So, this market is showing this because whatever product grows in the US market, the growth of the same product is also seen in India in the coming times because look at the retail business, if we look at it as well, the way Zomato is working today, the delivery business, where did all these businesses come from, where did all these businesses come from today, the fashion business, it came from the western side, that is, from the US, from Europe, in this way it came from the country, so basically if seen, I always do research from the US, so the project which is going on in the US today, that project is going to grow in India, I am also sharing a data update of this with you, come and see that too, you can see how the helicopter market is going to grow in India, in the US the growth is going to be at 2.9 but in India the growth is happening at 5.7 and that too in around Caesar because in 2023 the market size is 31.5 billion, it will increase to 31.5 billion in 2030.
46.1 billion. So imagine the impressive growth the helicopter market is experiencing. I'm repeatedly saying "helicopter" because the company I'll be discussing today is working on this sector. It's working on this project, on helicopter services. So basically, the company is working on choppers, helicopters, this product.
So, if I show you the company's business, the company's years of experience is around 24 years. The company's flying hours, that is, the number of passengers flown, that is, the services provided, is around 260,000. 4.6 million. Along with that, the number of operators, that is, the operating base, is 10 plus.
So, look at the various ways in which the company is providing services in the company's business, air services. The company is also providing services in the oil and gas sector, along with general flying. Suppose you need any helicopter, you can book it online. Its website is also given, you can see Book Now.
Here the website of Book Now is also given. Let me mark it once, you can see here the website of Book Now is also given, meaning you can book this helicopter for yourself, that is why it is being said that general flying means you can use it for yourself, for personal use, by booking. The company also does MRO i.e.
maintenance repair work. Along with this, the company also has a lot of experience on helicopter services and this service sector is growing very fast because you can see yourself that today the capital income in the hands of people is increasing, so people are always trying to maintain a status because see, people have smartphones in their hands, now they always try to get it.
One meaning of this is that the train is running like this because if people have money nearby, they get everything in installments. In the same way, people try to show their luxuries and status. If they work in this manner, I feel that due to this reason Vijay Vijay KDA ji has entered this company, so I am going to show you the growth of the companies right now.
I did not find the growth that strong, but I am discussing with you first on what basis they invested. You are understanding how much growth is likely in this sector. Obviously, there is a chance of growth because by looking at the data that I shared with you, you came to know that yes, how the chances of growth in this sector can increase because the US is growing at a great pace, in the same way, India's growth is going to be even faster.
So that is why I say again and again that when big investors invest in a company, you mean, keep your eyes and ears open because you have to see all those things, do not make blind investments, you have to see all those things so that you know where those big investors are investing and how the growth is going to happen.
See, taking risks depends on everyone's own risk. Because Vijay Kidde did not tell here that I am buying, you should also do the same. After buying, there was a boom in the stock, that is a different matter. If it reaches where it will go and when, what is its time frame, for how many days he plans to hold it, only he knows that, no one else knows.
You will only get the data that he bought, so you can see it yourself. Here, let me show you the data once, you can see for yourself that he has bought a stake of 1.4% in this company in his own portfolio and you can see the name of the company is Global Victra Helicopters Limited. So, Global Victor Helicopters Limited is the name of this company and he has also invested a good amount in it.
Now let us see how is the growth of this company Global Victra Helicopters Limited. First of all, there is a big disclaimer. The company is a micro cap type company with a market capitalization of around 222 crores, so act wisely. Basically, the current price of the company is 160. When you watch the video, the shares may change, so the price does not matter to you.
The performance of the company should be seen. There is negativity in both RO and RE and the industry peers are higher than the company's own, which means the valuation is a little high. No problem, the promoter of the company has a great holding and look at the equity depth of equity of the company, it is very high.
How much depth has it taken? First of all, I will show you that. The biggest weakness point of the company is the depth. The company has taken a lot of debt because the debt of the company is currently around 500 crores. That is why I thought that because they have taken a total debt of 500 crores, the question will come that sir, if tomorrow there is any problem in the business of the company, if the company is asked to make all the payments, will the company be able to make the payments.
Look, first of all, the company has reserves, that is, above 400 crores. Along with that, how much cash does the company have in hand? There is also cash of around 31 crores in hand. And the biggest thing is the inventory, the production inventory, above that, at 26 and the company's tax was received at 27, so basically show So the company can at least clear the loan it has taken.
It is not like the company has Rs. 00 in hand and the company has taken a loan of Rs. 000. It is not like that, then there can be a big problem. So the company has assets, the company can clear the debt by selling those assets. So there is nothing to be afraid of here. Let us see how the company is growing.
If we look at the sales growth of the company in 2012, it was Rs. 279 crores, which has increased to Rs. 463 crores, that is, from Rs. 297 to Rs. 279 crores, today it has reached Rs. 400 crores. The sales growth of the company has been seen in a best manner here. So, the sales growth here has been seen in the best manner.
A good growth was seen gradually increasing. Yes, there was a slight decrease in between. At what time did it decrease during the time of Covid? Look, during the time of Covid, people had money in their hands, but they were working in the safe zone. In the safe zone, they were looking at everything a little on that basis.
At that time, the company's sales growth decreased. After eliminating profitability growth expenses, see, the company is not able to maintain profitability continuously. The company is also incurring some losses from time to time. There is only one reason behind this loss and that is debt. If you look at the company's operating profit margin, you will never see a loss.
This means that the company is doing well. It is just that the company has a lot of debt due to which the company is facing losses. So when they are able to eliminate the debt, the chances of good growth will increase. Basically, the best point I found about the company is cash flow. Look at the cash flow, you will never see a loss in the company.
This means that the more the product, the more work the company is doing, the money is coming into the company from time to time. It is not like that the company provides services to the people but does not receive money, then the company's cash flow will appear negative. Although it is positive, along with that, the ratios also seemed excellent to me.
At one time, the company was taking 80 days for production, meaning after providing its own services, it was receiving money from the customer. This time period till raising the money is called cash conversion cycles, it used to take 83 days, today it is taking only 20 days, which means the company has consumed a lot of time, the company is maintaining itself well, on this basis there is positivity on the company, right now see, sir, there is the promoter and the public, otherwise there is no institution in between, yes F had made some quantity purchases but sold them, see, that is why I say again and again, what is big investor investment, it means do not invest in small amounts, work thoughtfully because Vijay Kate ji has invested in the company, you can see how much is his investment, in these quarters, he invested in the last quarter, he invested in the March quarter and Vijay Kedia ji Vijay Kedia ji invested at 1.46 and he took holding of 1.46 in KDA Security Swap Limited, his company, overall, his total holding on the company is around 2.92, so you should study the whole thing once Do it and then work because see, notice one thing about the company, the chart pattern of the company and you will see that since the company got listed, they tried to go up after that there was a big crash and that too when was the listing done, the company got listed in 2006 and from then on, see the company has not performed much, so that was just a journey, it was a starting journey, at that time, people had a very high interest in taking services on choppers and helicopters, now see, gradually people are getting money in their hands and people are understanding and learning all the things, so now the time has probably come to focus on this company, so see, I will tell you only one thing, you do not need to take any risk on this company, you should understand everything once and learn, my job was to share everything with you from your point of view, your job is to verify and work on it, so definitely do not invest in any company, work only after verifying all that data and this is not from my side There is no recommendation because I am not registered with anyone.
My job is to share all the information with you and I work at my own risk, you work at your own risk. If you find the information in the video good, if you want to get details in the video in the same way, then definitely comment. If you want to see a video on which company, then definitely comment.
I will share with you whatever data I can collect on it. So, see you in the next video. Till then, thanks.
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