저자: 미상 · 외국인
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인도 투자자 Vijay Kedia 포트폴리오에 포함된 소형주 3종(Laxmi Auto Components, Affordable Robotics and Automation, V Global)을 소개. 각 기업의 사업 구조, 재무지표(매출·순이익 성장, 부채, P/E 등), 과거 차트 수익률(코로나 이후 대폭 상승) 설명. 소형주의 고위험·고수익 특성 강조. 투자 권유가 아닌 교육 목적이라고 명시.
다듬은 글
. How are you all? Please let me know in the comments. Today, I'm going to share updates on some important companies. I'll be discussing three companies today. You all know that Vijay Kidde, a popular investor in India, owns shares in all three companies. I keep talking about Vijay, meaning Vijay Kidde, over and over again.
Those who think that small-cap companies can sink you and don't give you returns are risky companies. Ignoring that, I'll show you how Vijay Kidde has earned multi-way returns. Before proceeding with the video, I request you to subscribe to the channel if you haven't already. Companies that are small-cap today have the potential to become large-cap and blue-chip companies in the future.
Before investing in the market, you need to keep two things in mind. First, consider the category wise way you're investing. Small-cap, mid-cap, and large-cap. And micro cap, if I discuss these three caps, then if I talk about small cap, then the company is a very risky company and yes, this company can blow you away, that is, it can blow you away in two ways, it can take you up and also bring you down, so this company is high reais but also has the capability to give high returns, so that is why Vijay Kidde ji has said one thing that if you want to earn money, if you want to earn multiple returns, then you will have to go for the small cap type category only, and he also said that you have to take all the decisions thoughtfully because the small cap company that you are thinking will become a rocket, that company can also fall like a rocket, if it catches fire, that is, if the company becomes useless, then he always said that the financial details of the companies, its fundamentals, its vision, its clarity should be there, its management should be good, only then invest in this company, so the three companies that I will discuss today, all three are small cap type companies, if you look at Vijay Kidde ji's portfolio How much was it in 2000-201, around 264 crores, around 264 crores and today his portfolio has become around 1500 crores in 2000, that is, in January 2024, so think where was 250 crores and from here it has become 1500 crores, so you can see at which level the growth took place, at which level, growth was seen at different levels, so this is the power of long term investing, so today I will discuss about three companies related to it, all three companies are owned by Vijay Kate ji and along with this, all three companies also have the capability to give you a good and explosive performance in the future, so first of all I will talk about an auto engineering company named Labo, see Labo Auto Components Limited, which is an auto engineering company, you will see all the parts that are installed in the vehicle, its products are from gas cutter or engine valves, along with it, the crank safety, along with the cylinder This is the way the company makes products, meaning the number of pair parts that are fitted in the engine and the number of pair parts that are fitted in the vehicle, the company makes the product in the same way and the biggest thing about the company is that the company has spread its business not only in India but all over the world, where if we look at North America, South America, then the company is selling its products in European countries as well, along with Saudi Arabia and along with that, China, along with that, you will see that the company is selling its products to different countries in Australia as well as Russia, so Labo Auto Component Company is a small company, yet it has potential, why am I telling you, let me show you, see, in Labo means which product is generating the maximum revenue for the company, the maximum revenue is coming from gas cut, so the company is getting the maximum revenue from gas cut and along with that, if I talk about the foreign products of the company, it is selling at 34 and above gas gassed at 65, then the company sells its products in India at 50 It has been and all over the world % is a good thing that the company has maintained a balance, so if you look at the company's products, then the company is generating revenue at 46 in heavy vehicles, LCV and MA SUV vehicles, that is, in heavy vehicles, vehicles, and how much above O&T, above O&T is at 28, in agro chemical, sorry agriculture and loader vehicles, it sells the product at 11 and above Adarsh is at 9 and see the company's exports, it is at 15 and above OEMs, it is at 71, so in this way the company keeps selling its products in the market, right now the growth of this company and its meaning is supply, to whom is the company seeing from the supplier and see its customer base, I will show you the customer base, here there is Ashok Leyland, Bajaj, along with that, along with that you will see Air Motors, etc.
Along with this, Mahindra's Fas More Ro Mo, if you look at it, then the carrier group is one of the biggest companies in this way, it also has Sana group, volvo.com is tremendous and the depth is absolutely zero, the earning pass share is also in positive now if you look at the quarterly results of this company, the sales growth of the company is seen to be continuously increasing and the company's expenses are also kept under control by the company, on that basis the net profit of the company is also seen to be continuously in a positive momentum, so a growth of a different level is seen, a positivity of a different level is seen, if I talk about the whole year, then see here also, continuous profit growth is seen, this is a plus point for any company, let us assume that the company has a loan, the company has taken a loan but that loan is negligible, then if we look at the balance sheet of the company, then the reserves in the balance sheet of the company are seen to be increasing, the company was taking more loans, now the company has reduced the debt, fixed assets have increased and look at the company, this time around Rs 189 crore A project was found nearby.
A good company got a project due to which the company will have the potential to move forward. If I talk from the perspective of investors, promoters and FSDA public, then institutions do not have that much holdings. It is a small company, hence institutions do not trust it that much. If you trust it, then study this company and if I talk about the charts of this company, then you will see that since the company started in 2007, there has not been much performance.
After Covid, the company exploded and gave a return of around 2476 per cent. This means that your fund has done 24 times. This was the first company after Covid. What has been your experience about this company? Please do comment and tell me. The next company I will discuss is that you can see its name.
The name of the company is actually Affordable Robotics and Automation Limited. So, Affordable, sorry, Affordable Robotics and Automation Limited, this company is very small. It is also below a small cap company. It is a micro cap type company. So, I found some best points on this company, due to which I I will discuss this company with you, and Vijay Kidde has invested in this company as well.
If you go public, you'll see KDG's investment here, and it's a fantastic investment. The company has invested the most, around 10%. Why did I invest? Let me discuss it. First, look at the company's business. World Class Parking Solutions Company has invested. Look at what's happening today. If you look carefully, everyone is moving forward with the same thought: whenever I have money, I'll buy a car, meaning any passenger vehicle.
I buy that car, but I don't have a place to park it. So, what is this company doing? It's a strategy from China. Looking at the Chinese business, the company implemented how it created a parking solution. In this way, a parking solution consists of a building. Inside a building, your car will be automatically parked through a robotic system.
So, what will happen in this? You mean, you will be able to park many cars in one place, and I know that parking generates a significant revenue, because A friend of mine also has his own parking business, and he generates a good amount of revenue because there are no extra expenses. Once he has a parking area, he can easily earn money there.
The company is implementing this strategy by creating solutions based on the workload. Along with this, the company is also working on automation and robotic systems. For example, the work being done on robotics, from painting to welding to all the products, is now being done through robotic systems.
The company is also working on this system of robotic systems, i.e. engineering, which is going to become a high-growth business in the future because not as much work will be done through manpower as through robotics. Along with this, you will also see the robotic system through which products are transported and any robotic system used in warehouses or to move products from one place to another, so the company is working on that.
The product and services of the company are very strong because In this way, look at the demand for products today. Parking solutions are one-stop parking solutions, you will find all the vehicles in one place. Along with that, look at the robotic parking in the industry, vehicles are made, products are made, and we also work on the automation in the warehouse.
So, the business models of the company are very strong. And you can see the way the company is working on the product, it is on a high- growth situation and its growth is going to be quite good. Look at the basis on which the company is associated with which sector companies in car parking. And on auto motion, you will see a long list of it.
Bajaj is there, as well as if you look at it, it is a MENA as well as a futuristic company. So, this company needs to be kept in mind. If I talk about the company's business, if we talk about the company's fundamentals and financials, then the market cap of the company is very small. No problem. There is one weakness point in the company and that is the P ratio is very high.
The valuation is running above the company's P ratio, today it is at peak level, look at its industry P ratio, sorry, how much is its own P ratio compared to the average, 32, this means that the P ratio of the company has been seen to be very high and see the ROI RE of the company is around an average level, the income is tremendous, I assume the company is small, yet it is continuing the income, the depth is a little high and if you look at the profit loss of the company, then the sales of the company are seen to be continuously increasing, this time after maintaining the expenses of the company's past sales, after paying interest, after paying taxation, the profit margin of the company was seen to be continuously positive, it is a good thing that the sales growth of the company has not been that significant, see, this business has just started its journey, so you will not see profit or sales here so soon, just look at the way vehicles are being purchased in India, in the future there will be very less parking space because I see it myself When I go out and see, there are a lot of problems in parking the car in the parking lots, so if we look at the situation here in the same way, then you will see a good performance in the future, so that is why the company has generated good returns and if you look at the balance sheet of the company, then the reserves have also increased and the debt of the company has also increased, along with that the best point which I felt was that the company CWIP has also invested a good amount on its own business, around 21 crores, all these points can give a good growth to the company, so as an investor, from promoter to FSDA public, everyone will see investment, yes sorry, FS and DS had holding earlier, today they do not have holding, so it is a Rxcy company, so study and work on it, if I talk about the chart pattern, then look at the company, after Covid, this company performed brilliantly, from the Covid situation till the long journey, it has given a return of around 5700 and if you look at today's date, then the company has a good performance.
Correction happened and it has come directly from 5000 to 3300, so if the shares of this company are available in Discover Price, then study this company and then take a decision. The next company which I will discuss, you will see its name is V Global Limited. Vijay Kidde ji has invested in V Global Limited since a long time.
Ashish Kachal ji also has investments in this company, which means both the big personalities have invested in this company, so there is a plus point for this company, remember this, consider this company according to the plus point and as far as the business of this company is concerned, if you look at it, then the company has a jewellery business as well as a cosmetics business of the company, along with that the company actually started the first business, that is, where did the business start, its business is running mostly in the UK and as well as in Germany and as well as in the US, the company sells most of its products in these three places, UK, US and Germany and the company is doing manufacturing in India and China and is doing sourcing.
It is being sold all over the world, so the company sells products ranging from jewellery to gems. If we talk about the company's products in terms of competitors, then it is working on the jewellery and gem segment. So the company is India's fourth largest jewellery company. If I discuss the growth of this company, then you will see here.
If I discuss about the global, then you will see how the company is growing. See, the jewellery segment of the company is generating revenue of 73% on the jewellery segment. Along with this, the company means accessories, then the company is doing maximum business in the US at 27%, in the UK at 66%, in Germany at 27%, so the company's business is generating maximum revenue in the US and the opening profit breakup of the company is that the company is generating maximum profit in the US, 30% in the UK, 34% in the US, 22% in India and 11% in the UAE.
And look at the company's TV services, that is, the TV services which are provided by cable operators. At 61 and the e-commerce business is at 39. So the business growth is a bit slow right now because the business the company is doing in the US and UK is economically slow down, so a slight correction has been seen right now.
If I talk about the financials of this company, then look at the sales, the market cap is 7000 crores, RC RE, you will see both below an average level. There is a slight hike in the P ratio, the income is tremendous and the depth is low. If I talk about the income, if you look at the profit and loss, then the sales are seen to be increasing continuously.
After keeping the expenses under control, the net profit of the company remains above the same range, around 200 crores, 230 crores, 270 crores. So the sales growth of the company is big, the expenses of the company are very bad, sorry, the profit growth of the company has been very bad. The company has given good returns and the return on equity is also seen to be good and the reserves of the company are seen to be increasing continuously.
The borings of the company are also increasing in small quantities here. Fixed assets were also seen to have increased and this time the company got a project of around 250 crores to 260 crores. Now let's talk about the chart pattern of this company. The company had already given returns of around 3600 after Covid and after that, see, the company saw continuous crashes.
Right now the company is at a good discount price. If you look at the top level till the current level, then the company has crashed around 60. So, there will be an opportunity here, whether it will fall from here, you will definitely know if you study it. If you ask me, Sir, do you have a stake in this company?
I obviously have a stake in small quantities. I take trades on Rixi company but I do not work with that much quantity. What is your opinion? Please let me know by commenting. And this video was totally for educational purposes. Any buy and sell recommendation is only. If you want to work, then you will have to do it according to your opinion. See you in the next video, till then
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