저자: 미상 · 외국인
요약 보기
이 영상은 인도 자동차 부품 기업 Talbros Automotive(영상에서는 'Purusha Automotive Component Printed'로 자동인식됨)를 한 종목으로 소개하는 기업 분석 영상이다. 핵심 결론: 영상은 이 종목이 저평가되어 있고 향후 성장 여지가 크다는 긍정적 입장을 취하지만, 구체적인 목표가나 기간은 제시하지 않는다. 투자 대가 지분 동향: Vijay Kedia 씨가 약 2.27% 지분을 보유한 것으로 언급되고, Khanna 씨는 12월 기준 1.17%에서 2.7%로 지분을 늘렸다고 설명한다. 밸류에이션: 시가총액 약 750(단위 불명확), 현재가 약 600루피로 제시된다. 액면분할(액면가 10→1) 시 주당 가격이 약 60~132 수준으로 낮아진다는 가정을 언급하며 '비싸 보이지 않는다'고 주장한다. 부채비율 2.37, 주당순자산(BV) 219, 영업이익률 13.4%, ROE 47.8% 등을 제시한다. 사업 구조: 가스킷(엔진 부품 간 누유 방지)과 연료 관련 부품(퓨얼 와칭 등 금속 가공품)을 주로 생산한다. 필터·충전 부문 매출 비중 약 34%, 군수 부문 언급이 있으며 내수 50%, 수출 50% 구조라고 설명한다. 일본 기업과의 계약 및 고무 컴파운드 합작사(일본 Mario와 50:50) 설립을 언급하며, 향후 가스 부문 매출을 2~3년 내 300억 루피로 늘리겠다는 목표가 소개된다. 고객사 및 실적: 고객사로 Hero MotoCorp, Volvo, Tata Motors, Hyundai, Maruti Suzuki, Bajaj Auto 등을 든다. 분기 실적은 이익이 지속 증가했다고 설명하며(9월 분기 순이익 약 19억 루피, 영업이익 약 14억 루피 수준 언급), 차입금은 약 11억 루피로 감소했고 총자산은 증가했다고 한다. 프로모터 지분은 58% 수준으로 언급된다. 주가 흐름: 1년 차트상 2월~12월 사이 20~30 구간에서 움직였다고 설명한다. 공장 및 인증: 하리아나, 우타라칸드, 마하라슈트라 등지에 공장을 두고 있으며 국제 인증 2건을 보유한 것으로 소개된다. 리스크: 영상에서 명시적으로 다뤄진 리스크는 없다. 자막 인식 오류가 많아 일부 수치(시가총액 단위, 목표 매출 등)의 정확성은 불확실하다. 출연자 전망: 장기 관점에서 긍정적이나 단기 가격 목표는 없다.
다듬은 글
Hello friends, welcome to this YouTube channel of Investor. If you like my video, please like the video and do not forget to subscribe to the channel. So, these days I am discussing only one share and that is Purusha Automotive Component Printed, in which Mr. Vijay sir has taken a stake of 2.27 percent.
In this company, Mr. Khanna ji had already taken a stake of 1.17 percent, which he increased to 2.7 percent in December. Right now the market cap of this company is Rs.750, which is going to increase a lot in these futures and its current price is around Rs.600. It might seem expensive to you, but it is not expensive because right now its face value is Rs.10.
If its face value becomes Rs.1, then the price of this share will become Rs.132. For example, if the face value of this share becomes Rs.1 at this time, then this one share will be divided into 10 parts, then the price of one share will be Rs.60. It will be around Rs. 108 and there is not much debt on this company, it is ₹108 and the debt-equity ratio is 2.37, the book value of this company is 219, the descendant of the share is only six persons and the value is 159, this company gives a dividend of Rs.
3000, if we talk about the operating profit margin of this company, then it is 13.4 percent and the history is quite good, 47.8 percent, hence if we look at the stock price now, it is 16.57 and the group's holding is one point above 37, whereas the net profit is coming to Rs. 9000, hence if you look at the one-year chart of this company, then you will find that the price of this company remained between 20 to 30 from February to December, now when it was appointed on a table, then the school has become, now if we talk about the vision and mission of this company, then this company is that this company is a global It wants to create brand value in the auto industry as well as customer satisfaction.
If we talk about these, then this company works and the second gas kit. The mission of this company in China is to provide comprehensive sealing solutions to its customers. There is a normal price, whereas the mission of their company is to develop varieties of products. It wants to increase its products a lot.
Before investing in any company, it is more important to understand its business model. So let us understand its business model. This company basically manufactures gas kit and fuel watching. Now what is the brain in which it is located. Gas kit is nothing but a piece of Eklavya which is placed between the two parts of the engine so that there is no leakage of gas or oil.
If oil is leaking from your car or bike, then you need to change the fuel kit. Now let us know what fuel watching is. Fuel watching is a piece of steel by applying force and pressure through a machine to create a new product which is different from this. This company is from the division of fuel watching.
It generates revenue of 34 per cent from the filter act and charging division. This company signed a contract with Japan's Sandwa company in the middle of October 2000, in which it wants to expand its gas division business. This company generates revenue of 34 per cent from the military division, in which it now sells more than 50 per cent in India and 50 per cent for export.
The management of this company has set a target to increase the revenue of its gas division to 300 crores in the next two-three years. This company has some joint venture businesses like subscription business. This company also manufactures rubber compounds. There is a 50% joint venture between them and the Japanese company Mario Japan.
The target of this company for the next 15 years is that it wants to expand its rubber business by 30-40% per compound square feet. This company also wants to increase its pipeline orders. This company has many plants located: two plants in Faridabad, one in Pune and one in Uttarakhand. There is one in Gurgaon and one in Rewari that before investing in any company it is more important to know its management as well, so the chairman of this company is Mr.
Naresh Sharma ji, Vice Chairman Mirwaiz and Joint Managing Director as you are in Talwar, so the name of the subscribe is now School Bank, Kotak Mahindra Bank, Bajaj Finance, transactions are done with these banks, if we talk about the auditor, then the company of this company, if we talk about the customers of this company, then the customers of this company are like Hero MotoCorp and Volvo, Tata Motors, Hyundai, Maruti Suzuki, Bajaj Auto and there are many such customers, if we talk about these quarterly results, then the profit of this company has increased continuously and its profit has been quite good, as you can see, in September the profit of this company was Rs 19 crore and the operating profit was around Rs 14, hence since this year, if we talk about the profit and loss of this company, then the profit of this company has been increasing continuously, subscribe and its operating profit has also been increasing continuously, if we talk about the profit of this company, then the operating profit of this company Your rating profit gift tax is also big Anup Ashish at present is 47.8 500 the period of this stock is quite low if you look at the balance sheet of this company then this company has continuously reduced its debt which is currently 11 crore rupees along with reducing the debt it has also increased its total assets which is 5 subscribe button the promoters' stake in this company is 58 more points tuition more and pornographic one more if appointed in this company subscribe to this company and peon in this company had taken a stake which he increased to 1.7 test in the December quarter sister some gas products of this company as you guys can see in the image and this is the plant of this company in which their employees work if we talk about the plant location of this company then their plant is in Haryana Uttarakhand Research Development Bible Haryana and they have many fronts in Maharashtra Uttarakhand as you guys can see in the image this company also has many certificates the first ITF one 60 2016 Clinton goes more and Both these certificates are given to the industries of the country.
If you compare this company with Inch Pieces Company, then this company has a more diversified product range in comparison to the subscribed companies of these companies and here is the address of this company which is located in Mathura Road Faridabad. Yes, you can see the location of this company which is located around Delhi, in Faridabad, from here taking Meerut, the mind is that Chunnu is here and many more Om Shri Jain as you can see in the map.
Thank you so much for watching the video till the end. Please do not forget to like this video and subscribe to the channel. Jai Hind Jai
댓글 0