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Hello friends, welcome once again friends, in this video we will talk about Ali Khan's cast iron bar, I had made a video about telecom customer likes, I felt that it was not sufficient information and people should be told in details because this share is going to give multifold returns from here, so if you will see everything in details then the video may be a little long, but if you are an investor in Lauda like me then definitely all these points will be minimum 10 to 15 points for you regarding the product, how these people are entering into electric vehicles, defense, railways and along with this, their monopoly is going to be broken and along with this, how their margins are going to improve and how their share price is going to give multifold returns and how you will become that lucky person who very few people own this company, so if you want to know all the points then definitely listen to the video from beginning to end, so first of all I am sorry for the delay because here on spinner.com and I am recording from my phone and in front It's a laptop screen, I'll explain it in detail, friends, please forgive any mistakes.
So first of all, if we go to Electron here, we see that here it makes cylinder heads, supports, brakes, intake manifolds, so all these are made by them, what are their products, you should see that. When we come here, we see that the cylinder head here looks like this, then we see another product, it looks something like this, so right now the question is where are all these things made, so friends, mostly these things are made in your automobile, okay, these people have a good reputation in automobiles, so when we go into more details, we will have to go to their website, when we go to the website, friends, you will find three things, so first of all, if I go to this area, then what can I see, what do you do, they make automotive and non-automotive, so when I go down here, I have seen here, these people have been in Congress since 1969.
It is doing it, okay, and it is the market leader in all the cylinder heads made for two-wheelers and four-wheelers. Okay, so this is for your normal bike, auto, and for all the three-wheelers, it makes them and it is the market leader in that too, and that is clearly written in diesel cylinders and petrol cylinders, but you can tell you that all these are there, right?
These can be disrupted, yes, I am saying absolutely right. Look for a minute, will it be rejected so easily? First of all, look at what happened with Royal Enfield, and with KTM, their failure has now started with their bikes, and clearly we see this thing, and then we see that they have been making passenger cars for Maruti since 1987, they have been making them for two decades.
Then pay attention here, friends, this is BMLT, a government company. The lion of BMLT is running like a rocket there. Okay, what are they making for Bharat Electronics Limited as well? They are working in government projects, they are making those type engines. ah, using lo son sting k f using cast iron wall housing, so it means we can say indirectly that these people are in difference, they are making defense vehicles, so this was the automotive one, then if we see here, what did these people do here to reduce the complexity a little, I went into the second chapter because friends, you know that he used to do doctor in auto, although a lot of land is being made in the auto sector, this is a very good site, we will see, no one else even comes, now see where it happened, look at friends, the rockets etc.
are different, the Russian battle tank and what is being said now, it goes at 30 kilometers 260 at double the speed of that, but these people are making something which can run up to 90 kilometers, so it will be required specially, very few people will be given orders, but these people did it, let's see for a minute what is the matter, you can see, this thing, this tank, these people make all these things, okay, from the government to big groups, a lot of government These people have got water from a big company, so you should definitely keep an eye on this thing, okay, and all this is not only in defense, then there are other places like there are many such colonies, there are many plants in India from where shells have to be lifted, in meaning, this happens a lot in all places, so now we can connect with them interactively as well because there is water, so after the difference, now we go - like after the call, then you can see here that they have a lot of water in the energy sector as well and these people have a big group here as well and it has been made for them, then you see, not only in India, these people are not only in foreign countries, the German Railway Minister's ministry has given orders here for critical braking system, son, here it is being built in the railway center, so the government's point is to increase the speed and run fast, so the German government can give orders, is it possible that the Indian government will not give orders to our domestic company, at least it is possible, so after these comes the third segment which is innovative.
And you have heard the name of Third Energy, it is a very good brand which is working in electric vehicles, orders have been placed for making parts for them and the execution is going on, you have heard the name of Electra in passenger cars, you must have heard the name of JBM Auto, so for placing the battery, the global auto joint and eMobility leader has covered the coiling pipe system, so there is something to keep all these things properly, they make everything, these people are masters brother, come here and you will have to see all these points, annual reports, so Arthur's part is of eMobility, 9 reviews have come with consistency all the time, talk to the German government, talk to other places, so they are making all these important parts for them, they have good revenue from ideal verticals also and you came to know about this thing in the product, but the important point I tell you that no ordinary company can make all this, no ordinary person can make it, for this one needs mastery of engineers and these people, these people It has been kept on permanent basis.
Okay, so the federation rate is also a very big point. These people have a robust NDA because there is a different retirement age for each group, so they have to make a new warranty to file the full form. So a lot of attention has to be paid to their RNT and they have manufacturing units in special places, so they do it outside India, not in India.
They do it on three factors. First of all, look at where their planes are located - in Austria, Slovakia and Pune. They are in Maharashtra. Okay, and in France, Australia, they sell their goods in many countries. Okay, these people believe in three things - foreign technology and by building up, there is power in India.
By utilizing Indian tailoring, they have made their way in the world. They work in agriculture, medical equipment, two- wheelers, three-wheelers and heavy machines, as I mentioned, they are working in defense. Inverse moving is happening in auto and marine. So, think about it. A very diversified portfolio is important.
These people have only one motive, to produce fewer products and become number one in that, which is fine, in the same way rockets are made every day, this management also has the same thing to say, now see, from starting till completion, these people will do the entire process, no other company can come in between them because they are very big groups, they have been doing this since a very long time and now see, let me tell you one more point, if you come to the panel here, you can clearly see what is going on, OPM is going on 10 11, but what does the management of these people have to say, if you go to the document, go to the notes, then you can clearly see here what these people have said, their OPM will increase, it seems there are chances of divide margin being around 14% because these people have pending orders of total 8500 crores, this has to be done with 1/1 big companies, so they have already looked at the water, they have to complete them just one by one and focus on the defense sector in the road ahead time I just showed you the new technologies that these people are reducing, I showed you that and you can clearly see the tax benefits that these people get from the comments, other companies go for 20% or 32% tax, what are these people paying, from 24 to 25, okay, so you have seen this thing clearly, now you can see the report of the rating agency, you will like it very much there, okay, I am showing you a very important point, I will show you all the important points, and see here, to increase the efficiency, I am muting their plan so that it does not get lost, okay, so you can see that their plant has installed a total of solar panels on it, they will have to make it a little HD, whatever it is, so what have these people done here, you can see this photo, they have installed a total of solar cells to reduce energy crossing, okay, so the management is taking a very wonderful initiative, I had told you earlier about this difference.
These people are doing less at all these places, yes, in all these products, I told you guys about the diversified postponement and the crediting agency, what have they called the big point or the strong point, that is your raw material because we know that this community cycle is not on them, so if whoever works in the auto sector and if he comes up in the industry, it means there will be a problem, the raw material can be transferred after a month, okay, and whoever these people are transferring is transferring to good clients, so you will find its data a bit more, but you can see if your clients will be such big ones like Hero Honda, Hero Moto, Bajaj Auto, Maruti Suzuki, Mahindra, Mahindra Group, then what more do you need brother, and after that, we have seen and shown big meanings, so if all these companies have obviously given you money in the right time, I too may delay them a little bit, but definitely your money will come, you do not have any doubt about them, as I told you from BML, that one Not only the order, you can clearly see here, I had also shared this on Twitter that these people are waiting for water and from where will this come from me, so I mean their difference which is going on right now, there are chances of getting big orders from here, these people have executed the order of details before this as well, as you can see, there is this branch of Indian Defence in Chennai, they have also executed the order for Arjun tank there, which one is Arjun, let's take a look once, Arjun tank looks like a tank, you can see for yourself, its special component has also been made by this company, so here I found one thing very big about this company, that too I will come myself, I should say all these good things, let's see some more good things about it, I had said in the previous video, if we come to the balance sheet, the share capital is only eight crores and in that too most of the shares are with the promoter, or it is showing 55%, if we go to the public then the Japanese technology is with their corporation only and only Share holders have shares lying with them in very small quantities of โน9500.
These 22 shares are sold, most of the time it doesn't happen. You can see that the 35 crores were sold, that's why it was sold more. They don't know what they have kept in D1, that's why most of the people did n't see it. Now look here, you are getting bored, is n't it? But I want to say one more thing, these boring people will do it for 72-80 crores.
These people have controlled it a little bit. I have kept my ears open, you have read it well. You know, the money is in the inventory and in the receiver. All this will go away. In the past, it was seen that it takes some time for the money to come from big clients. It's not a big issue for these people.
You can see the data has reduced. Inventory has reduced, you can see it has reduced further. There is good news. The increase is increasing. There are chances of increasing it further. Okay, if the margin on the property increases, how will it increase, the energy will increase, due to which all this will happen.
You can definitely invest in this company by giving these two quarters. You can't even check it for the long term. If you want to wait, I mean, this P28 is going very low. It is very difficult to say whether it will go to zero after this because the way these sectors are doing, auto, defense, railways, then this is the D company which will be the best for proxy playing.
What do you say about them? If you go to the PPT, if you go to the PPT, then I had shown this thing to you the day before where I had clearly said that it is taking some time to come, so I show you that these people have a team up with the company, many of them have 70 years of experience, 40 years of experience, and definitely as you see, one more thing, to increase the margin, these people are also doing some mixing.
Along with 70 years of experience, these people have 49 years of experience, these people have 89 years of experience, these people have 20 years of experience, the total you will get is this much. Experience companies, I mean, we will find very few such companies in the world. What happens to investing in a mastery company in this film, friends, is that you get a good return for the long term, for a good time.
But look at this point, pay attention to the depression of these people, it comes at a little weak point. Now let's see, and the depression is increasing a lot. Although this money is not going out of the company, but the value of whatever product these people have is decreasing, so this is very fixed, but this will also remain in 70.
But it's not a big issue. I don't know. When I came to the basis here in the annual report, I didn't find anything too bad. Like the auditor, if there was no money, we would go to another place and make a party connection, otherwise it did not come first. Otherwise, I had to reduce their expenses so many times for fuel, the hero is doing it.
Everything else seemed fine and with time, it is getting even better, I can't believe it. I am waiting for when it will not hit, from 11 to 12, 13, 14. If it reaches 100 then it will be fun, then this stock which is running now and one thing technical will keep happening later, the current price which is running, if we look at it for 10 years and five years, when will it be re-rated, there are re- ratings, it will go to 50 sometime, I am waiting for them because the less stock there is in it, if a good result comes, I will also hope that in the next quarter, after two quarters, at least this one goes to 150, then it will be fun, if it goes to 250 then it will be even better, then what is its price, it will go from 100 to 3000, people will not know, you and Sir's 20% will go 20%, so I am waiting, now you can also do it, I am seeing this in the chart pattern, there has not been much reversal and this was the lower price, it has to go to the upper available, for the small bracket you have to take 15000 and I personally see a target of 3000 to 10000 in the next few years because the company is Dividend friendly company used to give money to share holders, have you seen it in the current time, yes, it is giving 3.72 in September, it is less but it is okay, but they will have to take it forward and you must read as much as you can here, I have seen that their display is better than big Jain companies and orders come, so it can be even better, so if you liked Thoughts from my side then like it.
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