저자: VijayKedia · 외국인
요약 보기
결론: 영상은 Vijay Kedia가 투자한 Om Infra Ltd를 홍보하며 회사의 성장성과 인프라 수요를 강조하는 내용이며, 구체적인 가격 목표나 매매 지시는 없다. 투자자 소개 및 과거 수익 주장: Vijay Kedia가 2~3개월 전 1만 6천 배 수익을 줬다고 주장하며, 그의 투자 방식을 따르라고 권유한다. 4개월 만에 2배 수익을 낸 Om Infra에 그가 투자했다고 언급한다. 회사 개요: Om Infra는 Dr. T.C. Kothari 소유의 가족 기업으로, 엔지니어링·부동산·사일로·극장 등을 운영한다. 지난 분기 매출이 250% 증가했다고 주장하나 근거 자료는 제시되지 않았다. 경영진 및 위기 대응: 경영진 경력 15~20년, 2008년 금융위기·코로나19에도 매출이 꾸준했다고 설명한다. 다만 매출은 2014년과 2020년에 감소했고 세전이익도 같은 추세였다고 자막에 나온다. 사업 성과: 엔지니어링 부문에서 대형 수주가 지속됐고, 부동산 부문은 Jaipur·Kota 약 100만 평방피트 승인 프로젝트 등을 보유한다. 2020년 사일로 4곳(5만 메가톤 규모), 2021년 구자라트·비하르 사일로 2기 착공을 언급한다. 2019년 15백만 달러 규모 관개 프로젝트를 수행했다고 한다. 재무 및 리스크: 회사가 자체 부채 없이 운영된다고 하나 EBITDA 마진은 3년간 하락했다. 매출은 프로젝트 완료 시점에 따라 변동이 크며 재무 흐름이 일관적이지 않다고 자체 인정한다. 최근 프로모터 지분 매각이 있었으나 2015년 이후 지속 투자했다고 주장한다. 플라스틱 사업 매각은 적응력의 증거로 제시된다. 정부 정책 수혜: 스마트시티, Jal Jeevan Mission, 수력·양수발전 프로젝트 등 정부 인프라 투자 수혜를 강조하며, 마하라슈트라 등에서 관련 수주가 2년 내 가속화될 것으로 본다. 투자자 평가 기준: 중소형·높은 포부·대형·거대 시장 잠재력을 갖춘 기업이라는 Kedia의 기준에 부합한다고 평가한다.
다듬은 글
Smile analysis which made Vijay's heels Vijay Keria, two months-three months ago gave me 16000 times return, brother, 16000 times, this is the way to reach a new level in the market, this is the way to prepare yourself and the name of that method is Vijay Keria. India is going to have four-fold development and within it there are many sectors that are going to do well, you have to see how comfortable you are.
Other investors where complex or for a common investor, he is a proven guru, so I never look at all these things like what is FI doing, what is this dowsing, what happened the next day, so I mean the less you try to understand, the better it will be for you, the more you will go to the macro level, as they say, too much analysis leads to paralysis, Om Infra Limited, which gave two times return in four months, in which Vijay Keria has invested resentfully, this company had increased its revenue by 250% in the last quarter, Om Infra I recently founded a company named Om Metals Infra Project Limited by Dr.
T.C. Kothari. It is a rapidly growing family owned business. Historic. His father had introduced hydro mechanical systems and sand equipment to the world. Today, he builds Doms Housing Projects and many real estate projects in India. Like billionaire investor Varun Buffett, Vijay Kedia also considers it important to analyze the performance of the company in bad times.
The management in the company has an experience of more than 15 years, 15-20 years. The idea behind this is that in 15-20 years, the management must have fallen two to three times. They must have seen the scenario like Covid and L&T and L&T crisis and elation and what ever, what not. Look, there is panic, there is anxiety as you are right, another Black Friday for the Indian market.
Today, 9000 was broken and we closed at 8000-700 and Nifty was around 2584. It closed minutes after it closed on the Bombay Stock Exchange on 12 November 2008. Even during the crisis of 2008, the company's turnover has shown steady improvement. It will always be there in infrastructure companies because there is a long time period like to execute an order.
It takes a long time period like big engineering and real estate projects, for which there is a gap of years between construction and sale. But while construction the cost is incurred every day and the profit comes after two-three years. Due to this nature of business, the revenue of the company keeps fluctuating.
So, I remember the share was of ₹35 or ₹35, then it might have become ₹200, 300, 400, whatever. I might have exited early, but in between it increased by ₹10, then minus ₹20. Like this is the trend of Bajaj shares, so you will not be disturbed by all this. Even in these bad economic conditions, this company has booked big orders in different states for its engineering segment.
[Sangeet] The company's second-largest business is real estate. Indian commandos wage a fresh battle against militancy in Mumbai's luxury Taj Hotel as another team worked to free houses from a bus's Jash Center on Friday morning. Hotel Om Tower's performance has been poor. According to the company, terrorism has hit the tourism industry, but the company says that events like the Commonwealth Games will bring revival to this tourism industry.
Om Enclave, a residential housing project, has completed its first phase with profits. According to its financial reports, the project was to be completed by 2009, and management successfully completed this target. After this, the company immediately started a 200,000 square feet project. OX Leisure Company Om Ifra also owns a theater that has been leased to Ox.
Management has reported handsome profits, but they are undisclosed. Even during the 2008 financial crisis, the company maintained confidence. I have shown one thing I learned by taking up real estate and corporate projects. Anuj Bhai, if you are running a 100 meter row race, then after reaching 90 meters, your focus will be on the next 10 meters.
Yes, I have to cover this. But if you imagine running a 32-34 kilometer marathon, your strength will not be on 100 meters. Then you will take a break from it and then you will run at the same speed. Then your goal has become bigger, you have to run 32-34 kilometers, so after running two-four kilometers, nothing will be on your mind.
Apart from engineering projects and real estate, there are some small businesses whose contribution is less. And at this time, a big news is coming and the big news is that the first positive case of corona virus has been reported in Kerala. Overflowing hospitals, people dying on the streets from lack of oxygen and packed crematoriums.
This is a snapshot of the Covid-19 crisis in India. Revenue is on decline in 2014 and also in 2020. There is a significant fall, the same trend is there in profit before tax as well. The story of 2008 has changed today that the company has gone global. In 2019, it took up an irrigation project in Gaana whose value is 15 million dollars.
You know the fire in the belly is so that large. Aspiration must be there, from regional to national, from national to international. That kind of inspiration should always be there. Otherwise, if the management will not become a billionaire, we investors want to become a millionaire. This company is taking advantage of the government's massive infrastructure plans.
The company has completed many projects like Smart City Amravati Project, Kutch Hydro Project within the deadline. The world was ending in 19, brother. Covid-19 was a catastrophe in 2020. Where do we stand after that? The world had ended in 2008. Brother, where do we stand today after that? So, all this is to say It will keep going.
I always say that I am blind in the monsoons, I only see green. Brother, I always see growth and growth, and this has been in my favor in my life. The company has booked big orders every year without any interruption. So, no matter which sector is good, the one where the government focuses, where the government 's vision is, and where the economy is going downhill or uphill, that sector should be taken.
Right now it seems that the government's focus is on infrastructure, it has already been going on for the last four years. In fact, for those who might have slept early last night, today's morning must have been like a mountain falling suddenly. This was very necessary. What has happened means that 500 and Haj notes were suddenly abolished with an announcement.
Demonetization has caused a huge loss to the real estate market. In the real estate segment, the company has performed consistently. Orders are increasing, but expenses are also high. Last year, Om Infra has shown improvement in the real estate segment by achieving a turnover of ₹2000 lakh. The company has major approved projects in Jaipur and Kota, covering approximately 1 million square feet.
These projects will generate approximately ₹1 billion over time. Food silos are a storage infrastructure that, when compared to warehouses, has a growing need. In 2020, Om Infra opened four locations with a capacity of 50,000 mega tonnes. In 2021, construction of two more silos began in Gujarat and Bihar.
No matter how big the projects and ambitions are, if the company does not generate cash, the stock price and long-term gains will not be achieved. The company's revenue growth for the last five years is ₹21. As we discussed, the company incurs expenses daily, but profits have to wait until the completion of large projects.
Therefore, there is inconsistency in the financials. However, the overall trend in the last four years is positive. Dispina, if you have a vision of 10 years, 15 years, how many RBIs, how many recessions would have happened, how many inflations would have increased, how many interest rates would have come, how many wars would have happened, how many rights would have happened, what all things have come before you, but the stock market moves in a different direction, so Sir, your journey is long, your journey is of four days, understand it is a train journey, at some station the train gets delayed, at some station there is a make-up, at some station there is a problem, life is the cycle, sometimes we fall sick, sometimes we run, sometimes we rush, sometimes we catch cold, sometimes we cough, so the thing about which the Gita teaches us, Sir, the thing which you do not know, the thing for which you do not have the answer, then I believe in my life that I do not even try to know that question, Om Infra Limited is self-reliant, without any debt, EBITDA margins have been declining for the last 3 years, but the company has never booked big losses, now the world of numbers is positive, but the management, it is a family owned business in which the promoters have recently The sale has been made, but promoters have been investing on a continuous basis since 2015.
The management of this company continuously looks for opportunities. This is evident from the consistently growing order book. While there is growth in the company's main businesses like engineering and real estate, the company did not clearly state its plan to capture the market for the Solis business.
One notable point is that the company immediately sold its plastic business to the plastic band. This shows adaptability. There are hydropower projects and pump storage projects. We are working in every state from Jammu and Kashmir to Tamil Nadu. We are also doing Jal Jeevan Mission projects in Uttar Pradesh and Rajasthan.
In Maharashtra, out of the roughly ₹ 2,800 crore, there are Jal Jeevan Mission projects worth ₹1 crore and hydropower and irrigation projects worth around ₹100 crore, which are expected to accelerate in the next two years. To justify its growth, the company has made a detailed presentation about the growing infrastructure needs of a growing India and government policies.
According to Vijay Kedia, the small in Size Medium in experience Large in aspiration and extra large in terms of market potential This company possesses all these qualities which perfectly fit in Vijay Kedia's analysis Friends Like this video and subscribe to the channel to see more such videos Thank you so much for watching [Prashaas]
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