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Vijay Kedia 보유 종목 분석 part3로, 인도 주식 Tejas Networks, Patel Engineering, Elicon Engineering의 사업구조·수주잔고·재무지표를 소개한다. 특정 방향 예측은 없고 과거 보유 시점과 재무 수치 위주의 설명이며, 마지막에 투자자 추종 대신 자체 분석과 분기별 점검을 권고한다.
다듬은 글
[ discuss Vijay Kedia's stock holdings part three. So let's go . So in part one and part two, we discussed Vijay Kedia's stock holdings. Today we will cover three of his holdings. So today's first holding is Tejas Networks Limited. His total holding in this was 1.88 on December 23 and he started accumulating this stock from June 2020.
Tejas Networks is a research and development telecom equipment company headquartered in India. It deals in wire line products like optical transmission, broadband access, secured Ethernet, IP switchers and wireless products like 4G radio access network for fixed edge as well as mobile network, 4G radio access network for mobile edge as well as fixed broadband, fuzzy ORAN, 5G direct to mobile broadcast and satellite.
Its total order book till quarter end was 1455 crores, out of which it has orders worth 1216 crores from India. There were orders and from international orders, orders worth Rs 187 crore. If I talk about its revenue breakup, then revenue is generated at 47% from the Indian private segment, at 36% from the international segment and at 17% from the Indian government segment.
If I talk about its customer base, then many telecom operators, ISPs, critical infrastructure, web scale companies and government agencies are its clients. It currently has a total of 350 patents and 300 plus silicon IPs till date. It has spent more than 25% in research and development in Age on F22.
If I talk about its geographical presence, then its geographical presence is in countries like USA, UK, Mexico, Brazil, South Africa, Nigeria, Kenya, UAE, Bangladesh, Philippines, Singapore and Malaysia. Now if I talk about its key ratio, then its return on capital employed in its key ratio is minus 1.2 and its promoter holding is 55.8.
If I talk about its key financial ratio, then its per annum compounded Sales growth is 4% per annum, compounded profit growth is approximately 0.5%, 5-year return on equity compounded is minus % and its compounded stock price per annum is 32%. That's all about this stock. Now we will talk about the next stock.
So today's second company is Patel Engineering Limited, in which Ace Investor Vijay Kedia ji has invested. His total holding on December 23 was 1.68% and he started accumulating this stock from the March 23 quarter. It basically constructs dams, tunnels, roads, piling works, industrial structures and many such engineering structures and works in segments like hydro irrigation, water supply and urban infrastructure.
If I talk about its projects which are currently under execution, then Suban Shari Hydro Electric Project is going on, its Far Rakan Tee Plus and T15 railway tunnel project is going on, Halwa Micro Lift Gation Project is going on, Seal Pass Road and Tunnel As the project is currently ongoing, 99% of the company's revenue is generated from EPC business, which is civil construction, and the remaining 1% from real estate business.
If I talk about the geographical presence of the company, then it is spread across 15 states and it has an international presence in Nepal. If I talk about its geographical split of 23, then 90% of its revenue was generated from India and the remaining 10% from outside India. If I talk about its segment wise revenue breakup, then 55% revenue was generated from hydro projects, 19% from irrigation, 6% from roads, 14% from tunnels and the rest was generated from other sectors.
If I talk about their customer base, then their customers include NTPC, NHPC, NHAI, Satluj Jai Vidyut Nigam Limited and many such companies. If I talk about its order book, then as on August 23, their total order book was approximately 20000 crores and 54 of these orders were from PSUs and out of which 26 were from State Governments and the rest were from international customers.
If I talk about NF 23, then they have a total of 53 subsidiary companies including step down one their return on capital employed is 13.7, promoter holding is 39.4 and their five year compounded sales growth was 13, five year compounded profit growth is -1, five year compounded return on equity is 3 and five year compounded stock price is 23.
So that's all about this company. Today's third company is Elicon Engine Ring Company Limited. In this, Vijay Kidiya ji's total holding age on December 23 was 1.47 and he started accumulating these shares from June 2021. This company was incorporated in 1960. It is a division of the company which is evolved into design and manufacture of material handling equipments and these craft carriers.
If I talk about its product or services, then we can classify it in total three, one is power transmission from which 89% of its business is generated, second is material handling equipment solutions from which 11% revenue is generated and third is Fundy division. It is Asia's largest industrial gear manufacturer and its market share in India is 36% in industrial gear.
It is also the largest gearbox manufacturer in the entire Indian subcontinent. If I talk about its geographical revenue, then 65% of the revenue was generated from India and 35% of the revenue was generated from outside India. If I talk about its clients, then they include Ultratech Cement, Shree Cement, Wonder Cement, NTPC, IFFCO, all these are its clients.
If I talk about its segment wise order book, But in quarter one of F23, the revenue was 20% from steel, 16% from sugar, 11% from cement, 7% from power, 4% from mining and the remaining 41% is from other segments. The debt of the company in F1 2018 was 590 crores which was reduced to 1 crore rupees in F1 22.
Now if we 24.9%, its promoter holding is 59.3%, its 5-year compounded sales growth is 5%, its 5-year compounded profit growth is 99%, its 5-year compounded return on equity is 12% and its 5-year compounded stock price CG R is 69%. So this was our third company. So, one conclusion, do not blindly follow any investor or anything.
Do your own analysis. Look at the financials of the companies. Look at the technicalities of the company and keep reviewing them quarterly and accordingly take the decision of buying or selling any of your shares and for more such videos like, share, comment and subscribe to me .
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