저자: 미상 · 외국인
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Vijay Kedia의 포트폴리오가 2015년 약 260억 대비 현재 약 1676억 수준으로 성장했다며 장기 보유 철학을 강조. 이어 그가 보유한 소형주 Atul Auto(자동 3륜차 제조)와 Innovative Infrastructure 계열 건설·설계 기업(영상 내 'Innovate Fast System Limited'로 지칭)을 소개하며 긍정적 견해를 밝힘. 두 종목 모두 시총이 작고 부채가 적으며 기관 지분이 늘고 있다는 점을 근거로 제시. 차트상 조정 구간이라 기회로 본다고 함.
다듬은 글
Hello friends, I heartily welcome you once again to Stock Market Status. So see, it is often said that if you buy any company today and wait for 10 years, 15 years, then that company can give good multi-year returns. At least 10 times, 20 times, 30 times, 40 times, even 100 times, some companies also give some returns.
So is this possible? See, is it possible or not? You will always get the best example of this from Vijay Kate ji. Vijay Kate ji was a retail investor like us and today I will tell you how many crores he owns. I will also share with you how he picked the stocks. Along with this, I will discuss the last investment in the last two big companies of his portfolio, that is, sorry, small companies.
Or can those two companies become multi-bigger in the future? Have I myself invested in those companies? So I will discuss everything, so watch the video till the end and if you have not yet subscribed to my channel, then definitely do so. So, first of all, you can see for yourself by discussing about a portfolio of Vijay Kidde ji.
Look at this chart carefully, in 2015, his total portfolio, that is, the network of the total portfolio was around 260 crores. Look carefully, how strong are the power, that is, how strong is the investment power and how strong is the patience, you should see that, so look, his total in 2015 was around 260 crores, sorry, 260 crores.
So, there was no growth here, his total portfolio was around 265 crores, you can say, so by the time Covid came, the same portfolio had become 214 crores, so think about what it was in 2015, how much did it become in 2014, 214 crores. So, if Vijay Kidde ji had sold his stake at that time, then today the same portfolio in his portfolio would not have become 1600 crores, would not have become 1676 crores, so think about 260 crores to 1676 crores, so how much would have become overall, let's say 1676 crores, sorry.
1676 crores how much did Diva 260 make 6.44 times means 65 times 65 times in how many days did it get in the last 10 years so think I have already said that if your vision is for the long term if you hold the right company for the right time and choose it at the right time then that company will never stop giving you multiple returns so today in his portfolio, I will discuss only two companies in his portfolio in which he has invested the most so let's see one by one and before starting the video I would request you if you have not subscribed to the channel then do it for sure, if you like the video then please like it so the first company among them which I will discuss is Atul Auto see Atul Auto is also a favorite company of mine why I like the company I will tell you see in the auto industry the company is doing pageants at different levels why is it doing pageants at different levels if seen then in this feed of the company There's experience, and the specialty of Atul Auto is that the company itself sells three-wheelers and also provides services, doing everything on its own.
And the interesting thing is, you know, look at the companies, the total market cap is around 100 crores, which means it's a small- cap company. If you want to get multiple returns, you'll always have to look for a small-cap, micro-cap company. A company worth 900 can become 9000. A 9000 company will have to grow 10 times to become 900.
There's a little pressure here, but it's easy to become 9000 from 900. So, you understand what I mean. Now, look at the company 's total product. If you go to Products, you'll find a long product list. You'll see autos of so many categories, whether they run on CNG, diesel, petrol, or diesel. You'll see products from every category.
You can also see the products that are being exported here. You can also see what is being sold in India. According to the total five categories of the company, it is the top five three-wheeler company. So, look at the company, the company sells its products to 15 countries on three continents. The company sells its products on multiple fuels like petrol, diesel, LPG, CNG, electric.
So, the company has entered every category. Even if petrol is stopped tomorrow or diesel becomes less, that means the company has already entered different segments. So, the total of 1 million vehicles of the company has been seen on the way. So, the total touch points of the company are 320. The company has manufactured and sold a total of 15 models in the market.
So, if I talk about the simple points of the company, then I found the business of the company very strong. According to that business, the company seems to have potential to move forward. So, look at the company, there are some good points which I will share with you. You can see for yourself that electric three-wheeler products are more than double on rise demand, meaning the way The demand is increasing and in the coming times, the demand for these cars is going to double.
So doubling means that today, let's assume that one lakh cars are being sold, then your 2 lakh cars will be sold. The more cars are sold, the more revenue and the more growth will be seen. So, according to the company's presence, where is the company ranking wise? If I look at the ranking wise, Bajaj Auto is in the number one position and after that is Atul Auto.
So why is Bajaj Auto number one because you all know that Bajaj Auto is not only selling autos, that is, it is not selling goods only on the two-wheeler product. Its biggest business is the two-wheeler segment. It is a two-wheeler company, hence Bajaj Auto is number one. After that, Atul Auto is in the second position.
So, if I talk from my point of view, then two things struck me about the company, that is, the total electricity, sorry, that means it is already selling electric vehicles. So, here you will see a different level of growth. Rest, look at this company as much as you can. All three-wheeler manufacturing companies, there are a total of 40 companies among them.
If we look at the ranking of Tul Auto, you will find here the list of total sales. You will get to see the data for each year. In the current year, the company reduced sales slightly. Otherwise, the company was doing good sales for so long. So now let's go to the main issue of the company, how the company grew.
If I talk about the capex of the company, then the capex of Tul Auto was seen to be slightly less this time, only around 8 crores. You can see the growth of the companies' sales. There was a slight weakness in revenue, but after Covid, it has also been recovered. I found the profit growth to be tremendous because the profit which had gone into negative has gradually increased from 3 crores to 7 crores.
Meaning, the profit of the company has started recovering again and against that, the company is showing good trending here. Now let's discuss the chart of the company. Before showing the chart of the company, let us look at some important points about the company. The company is currently worth only Rs 1700 crore.
The valuation of the company seemed a little high to me. You will always see high valuations on small companies. The debt is very low and if we look at the balance sheet of the company, the reserves of the company have been continuously increasing and the fixed assets of the company have also been increasing.
Those who are thinking that if the company has taken so much debt, can it easily erase it? The company has that much strength. So on that basis, I am very positive about the company. Secondly, look at the investors of the company, the institutions are gradually increasing their holdings. Like it was 44, it became 46, it became 49 and now it has become 59, that is, it has become 59.
Similarly, if we look at DS, it is also working with small quantities. The rest of the public has holdings. So, you can see how much holding Vijay Kidde ji has in this company. Vijay Kidde ji has it at 185, at 18.20. He himself has holdings and against his company Wiz KD Security Pipe Limited, a total of 2.71 per cent was seen here, the total investment was seen here on his companies, if seen overall, investment was seen around 20 per cent, so according to me, investment was seen in the best way, which is enough for the companies to move forward, so now let's look at the technical chart, if I look at it technically, when the company was listed, the price was around ₹80, sorry around ₹770, from there the company went up to ₹600 and then crashed again, after that see, it has recovered again, so I think if any correction situation is seen on the company now, then I will definitely find an opportunity level, so my view on this company is positive, I would like to continue on this company, what are your views, definitely comment, if you like the video then please give a like, so about the next company If I discuss its name, it is Innovate Fast System Limited.
Innovate is basically a building infrastructure building company because its main business is on construction and on building construction and manufacturing, you can see that the company works on infrastructure as well as installation and design, these three means they themselves design and build infrastructure, they also do installation, they also install some products, like if you look at some of the company's projects, you can see some commercial projects by going to Somore and there are some residential projects and along with that the company has also built some infrastructure, so you will get to see all the details on this company, if you look one by one, then you can see all the commercial products that the company has made, here you can see the building structure, they also designed it themselves and built the infrastructure, so the company has done everything, so big companies like HFL are its clients, if I show you its client list, you will be surprised, it has dozens of such big clients, so there are many infrastructure projects on this company.
The company has done a lot of work, along with that, if we look at it, the company has worked on some commercial, domestic and everything. Now when I did research, I wanted to know why Vijay Kidde ji invested so much on this company. When I saw some data behind it, I felt that perhaps due to this reason he chose this company.
What is that data? What is that data? The clients of the company. If you look at the list of clients, then see, Aditya Ballas has clients, Antis has clients, Reliance 1, Airport Authority India, so it has the biggest clients, it also has big clients like Adani. So what I mean to say is that if there are such big and strong companies, then there will definitely be a chance of high growth in it.
So let's also look at the financial details of this company. So, first of all, before showing the financial details, I will discuss about the capex of the company. If I discuss about the capex of the company, you will see some important points. This time the company has increased its capex by around Rs 19 crore, which was last time.
It was around Rs 9 crore from 2019. If I talk about the growth of the company's revenue, then the sales had reduced a bit after Covid. Today it is at the highest level. The sales of the company have increased from Rs 140 crore to Rs 219 crore. If I talk about profit growth, the profit which went into losses during the time of Covid, today the company makes a profit of around Rs 15 crore.
Every year, the company means the profit growth is more than double or triple. So from 2020 to 2025, the company showed a journey of a different level. Now let's look at the other points of the company. The company is worth Rs 300-350 crore. The valuation is cheap. R&D is fine. The debt is almost negligible.
If we look at the balance sheet, the reserves have been increasing continuously. The fixed assets are also seen increasing. So, as an investor, after the promoter, only the public has holdings. Right now, F has started working with small quantities. So, as per the public, Vijay Kate ji has holdings of Rs 10.6 crore and these are the two The company is Ek Tul Ek Inveter System Limited.
Vijay Kade ji has the maximum investment in both these companies for now. So if I look at the chart of this company of his, then the chart looks something like this. When it started, its price was ₹ 668. During the time of Covid, it had come down to ₹ 1 and today its high is around ₹ 280. So, the company is undergoing correction.
According to me, the company is giving an opportunity. You will have to do deep research on this opportunity and then work on it. This video was totally for educational purpose. Before buying or selling, do research once and then work on it. See you in the next video. Till then, thanks.
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