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, so today here I will discuss two important companies in the big, in the big updates of two important companies, so watch this video till the end and if you have not yet subscribed to the channel, then definitely do it for continuous information and updates for yourself and I will share this video with you in future for educational purposes as well, if no one recommends this then please watch the video carefully, after that, definitely recharge once before taking any decision, so let's see today's stock details, first of all look at the name of the person I will discuss in front of you, many of you know his name, many of the people who are new to the market may not know about him, his name is Vijay Kedia ji, so you all know Vijay Kedia ji, the way he created wealth and the way he represented his business here, that is, the way he represented himself on the stock market is really worth watching because Their strategy is that they always invest in both small-cap and medium-cap companies.
I never invest in large-cap or blue-chip companies. Because they say that if you want to make your portfolio the best, if you want multiple returns, then you need to research small-cap and medium-cap companies. In this way, you need to find the company and invest in it. So today I will talk about the biggest of their companies, in both of which they have significant holdings.
So, my point is that they have holdings in these companies only. So, you will not go and attack them like that at all. You will get everything to learn because we learn by looking at big people who have done some good work. So, by looking at them, we do good work. If bad people stay with these people, it will be bad, it always happens.
So, when we do good work, when we mix with good people, then the portfolio will also be good. So, look at their portfolios as well. What many do is American investors. They have earned money by following Orange all the time. And then I wanted to buy Jio company, they also bought the same company and gave it to those who sold it, in this way they created a portfolio and made good multi-tax returns, so the main purpose of eating all this is their secret of the company, on what basis did they buy that secret, no one knows, but I mean what is their analysis, they do not know, but you can see on which company they have not placed much bet, let me show you one by one, first of all, I will discuss the company in detail, its name is Talbro, okay, Lalbro Automobile Components Limited, if I talk about Talbro Automobiles Components Limited, then the actual business model of this company is Auto Infinity, sir, what is Auto Infinity, see, if seen, Auto Infinity is an auto components manufacturing company, so its project, its business, you can go to the side and see, in this way, from all the gas cutters to the engine, the different cells of the company In body parts, companies make products in this manner.
So, do n't mistake Talbro for a small company. I showed you the interface of the company. The company sells its products to many countries from India. So, with how many countries are they associated and what are the details of the company? Let me discuss with you one by one. So first of all, see the partnership the company has done.
Nippon can be seen here, but I mean, or the article I have taken of Talbro Private Limited. Along with this, if you look at the next company whose name is Marina Marily Tarbos, you can see here System Limited Rubber Private Limited. So, read this, only the company with which the company is working. Right now, the best thing you found in the company is the company's customers.
It is very important to see how strong the customer base of the company is. If we talk about its customer base, then there is Hero, Royal Enfield, Honda, Mahindra, Yamaha, Suzuki and Bajaj in two wheelers. This means that every auto sector is associated with it. Along with that, if you look at passenger vehicles, there is Ford, Tata, Mahindra.
Suzuki has so many heavy vehicles with it, there are so many doctor companies, I will talk about it in big, there is Force, there is Maa, along with it if you see, there is Swaraj Mazda, in this way Mahindra, Ashok Leyland, Tata Force, so the biggest giant companies have customers, so on agro chemicals, that is, the doctor manufacturing company, then you will see Mahindra, the company which is associated with it, along with it you will see Solan's Eicher Motors, so it is also associated with agri and upload vehicles, if you see, there is Comcast India, there is Volvo, along with this, see how many vehicles of different products, so they have made a big deal with all these companies, so its customer base is very strong, I have already shown you the business of the company in the business, the company works in segments, you can see it here in big segments and the products which the company sells, the same products are being shown in front of you here, which support support MTSCS is 13% and the gas test is and head 52% on the seat, you can also see how big deals have been done with this company, how big a customer base has been captured, see, in 2022, the business with Maruti was 10%, today that business has grown to 13%, then Bajaj Auto was 9%, it has become 8%, that means, the company which can make Tata motorcycles, how much has been 8% on Tata Motors, earlier also it was 8%, 7 % on Jaguar Land Rover, 7% on Bajaj Auto, 6% on Tata Company, 6% on Hero MotoCorp, four days ago on BMW, so the company has done a build collaboration with a big company, right now if you talk about the finances of the company, please pay attention, the company is very small, what is the market, only thousand crores, both the companies are in the best level, how much is the industries PVC, it is around 30, the dates given for the company are around 96-95, the debt of the company is also less, there is also gas in hand, if you talk about the profit of the company, then talk about it in big terms Continuously maintained company sales, after that, expenses were also reduced in a good manner and along with that, look at the company profit, continuously company profit also kept increasing here and here, so it means everything from net profit to everything was seen at the best level, it was seen at the base level everywhere, if we talk about the company's investors, the promoters and the public have the maximum holdings, the country does not have any holding, so if you look at the public, how much holdings does BJP have, it has 1.22% holdings, now you will say sir, it was more earlier, why did they get restless, see, sometimes at some point of time, there is profit booking, so if profit booking is done, then 1% holding from the holding means it is not a small thing, it is very high, 1% tax in a company of Rs.
1000 crore, exactly means it is very high, so as for the chart button of the company, you will see how its chart button was created since the company started, after that, see, it came down, after that, how is the journey of the company, so my According to the journey, the way the company is building its trade, it is continuous for a long journey, it can go up only by travelling in this manner, so look, it is a very risky company, it is a similar company, you should research it on the basis.
The next company about which I will talk is Atul Auto. If we talk about Atul Auto, then you all know the business of the company, the company works on the auto sector, be it petrol, diesel, as well as the company works on EVs. Look here at the domestic export total of the company and also see here how it performed, the company presented well in the total segment, domestic continuous growth of the company is happening and there has been a slight decrease in the case of exports, no problem, the company is continuously presenting itself here, that is, presenting itself, the company domestic and here there has been a growth of 63% in the case of exports and in sales, in the case of units sold and 37% in the case of exports, so do not do it overall.
Out of 100%, 63% is sent for domestic use and 37% is exported by the company. So, if you look at the products of this company, you will see the vehicles running on the roads in this manner and you can see how the company represented itself in every year. From 1975 to 2000, the company sold vehicles in this manner and in 2000, it sold vehicles in this manner under the name of Autosar.
After that, it did customized vehicles. What did it do in 2003 and 2009? Here, Atul launched an auto in the auto segment and in 2011, it launched an auto in the carbon segment and smart and after that, in 2013, the company launched digital. After that, see, in 2016, the company launched some more vehicles and now see, it also launched i-rickshaw in 2017.
So, this is how the company represented its product, you can see. There is a comment on the company, that is, BJP ji had made a comment that the business model of this company is continuously growing because the demand for its product is increasing because the company has kept the maximum focus on its product, this is also on it, so like the tuk-tuks that you see on the road, these vehicles are seen more and more today, everywhere and along with that, autos are also seen in many places, its demand is continuously increasing, wherever the company is present in over India, you can see, there are 15 regional officer offices, there are training centers, where are the company training centers, one is in Uttarakhand, after that you sorry, till now it is in Gujarat and one is in Jharkhand, you will see it in both these places, all of them are present in different places, it means the company is present in every state, so the company has presented itself, so the company has not been able to reach some states yet, like Uttarakhand and West Bengal itself, along with that the company is present in other different places as well.
It could not reach even Rs. 1000 crore. If you talk about the company's finances right now, it means that the company is smaller than the Talbro company. So, the company has come above this hyper of 290 crores. That means, two weeks ago, BJP increased its holdings significantly. I will show you how much the holdings increased.
Before that, look at the ROC, both are much below the company's average. The lamps above are fine. If you do not go into profit and its volume, then continuously the company maintains sales and the company also maintained the expenditure and the company's profit is also good. It could not make any net here, but the company did make a profit.
In the last, the company brought the profit into negative, so why did it bring it? The company's sales were fine, the expenditure increased, along with that the company 's borrowing was absolutely zero. The company took a good amount of loan in the last two years and due to taking this loan, the company had to pay interest.
So, if you do not go into the fixed assets of the company, then the fixed assets are continuously increasing. If we talk about the Blue IP, then the Blue IP of the company has also decreased. This means that the investments that the company had made earlier on its own business to expand its business, those ongoing investments have reduced.
So as far as investments are concerned, see, from the promoter to the public, everyone has a good holding. Pfizer does not have holdings in the country because it does not want to take that much in a small company in this way. So if I talk about the big public, then you will see one name in the public, BJP ji, their holding which was 7.05, has increased to 13.70 this time, so this means how did they increase their holding and in this last quarter itself, they increased it quarter by quarter.
So what I mean to say is that this big player has a good holding on both these companies and I have also shared the performance of the company with you, if you want to take a decision then what do you want to do on this company and I will also show you 4 buttons of Atul Auto once and it will become clear to you, see, according to me, come to this place, at this place, the company's Above and you mean why did BJP invest again, I think this range was strong for the company, after breaking it there was a big explosion and the same resistance has now become support for the company, hence they started buying them only after coming near the support, so this is a logic, so in this way when the movement happens, this journey does not happen from the middle of small plus, it happens from the middle of the operator, so according to me, if the journey is broken out then you can see a big rally again, so the rest today for a long term investor, all this has to be considered, for this long term investor, the only thing to be seen is that the wine on the company has been good, that is, sorry, the performance of the company is good, then you can think of a long journey on this company because see, the volumes that happened here are also excellent and the volume that was there, see, the journey on the company happened only after this volume, so this is a logic, you can reduce on the basis of this logic, the rest is not a recommendation video, all these videos are totally educational. and also subscribe to the channel. Thank you.
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