저자: Prasha · 외국인
요약 보기
Vijay Kedia 보유 종목 2편. Repo India(인쇄솔루션, 인도 내 매출 74%, ROCE 5.43%, 5년 매출성장 7%), Om Infra(엔지니어링·부동산·인프라, 수주잔고 2,805억 루피, 5년 매출성장 21%), VBH Global(주얼리·라이프스타일 TV홈쇼핑, 미국 매출 68%, 5년 매출성장 11%)을 재무지표 중심으로 소개. 투자 판단은 스스로 연구할 것을 권고.
다듬은 글
[Prasha] [ Vijay Kedia's stock holdings and this is today's part two so let's go [Prasha] so in the previous video we discussed a total of three stocks and today also we will discuss three stocks in which Ace Investor Vijay Kedia ji has invested and the fourth company in which he has invested is Repo India Limited in which he has a holding of 6.34 as 4 so this company provides integrated print solutions to publishers and corporations if I talk about its geographical revenue split then revenue was generated in India at 74 in F 22 and revenue was generated from outside India at 26 in A 22 and the revenue of only one customer was from India that was 13 but the company has presence in 22 countries across Africa and their The export market includes Kenya, Syria, Leone, Nigeria, South Africa, UK and USA.
If we talk about its printing capacity, then it has two plants, one in Haryana and the other in Maharashtra. In Haryana, they can print and bind 24,000 books per day in total, and in Maharashtra, they can print and bind 12,000 books per day. If I talk about its export clients, then its export clients include Cambridge University Press, News Books Limited, Lang Man and others.
If I talk about the domestic market, then its publishers in the domestic market are Macmillan Publishers, Oxford University Press, Jeevandeep Publications, Symbiosis, Arihant Publications and many such companies. Now, if we talk about its financial ratios, then its return on capital employed is 5.43, promoter holding is 469, and its five- year compounded sales growth is 7 percent, compounded profit growth is 11 percent, and its five-year compounded return on equity is 11 percent.
On MIVE, the 5-year compounded stock price is ₹5. That's all about this company. The fifth company in which this investor Vijay Kidiya ji has invested is Om Infra Limited. His holding in it is ₹2.56 as on December 23 and he started investing in this company from the September 23 quarter. Om Infra Limited is an infrastructure company which is in the engineering, real estate, infrastructure and hotel and hostel segments.
If I talk about its engineering segment, then it provides hydro mechanical equipment, gates and tank solutions. If I talk about real estate, then it develops hotels, revolving restaurants, multiplexes, IT parks, tank solutions, residential properties, commercial properties. In infrastructure, it also develops silo projects and many hotels.
If I talk about its geographical split, then NF 21 revenue was generated at ₹64 in domestic and revenue was generated at ₹36 from overseas. If I talk about its revenue mix, then its highest Revenue comes from the engineering department, which was 97 per cent with an edge on F21, and from real estate and others, it was 3 per cent with an edge on F21.
The company currently has a total of approximately 15+ premier clients, which include the World Bank, the Government of India, and other clients. If I talk about AT, Anti- Pacific, NHPC, Government of Rwanda, NEEPCO, JVN, SJVN, and many such companies. If I talk about the company's order book, the company currently has an order book of ₹2,805 crore as of September 30, 2023, in which hydro and water projects count at 40, and Jal Jeevan Mission at 60.
The order book, which will be completed in the next three to four years, is being discussed. If I talk about their real estate projects, then they have an ongoing project in Bandra, Mumbai, Jaipur, and Kota, Rajasthan. The company has a market presence in 18+ states and also in three international locations.
They have executed a total of 60+ projects so far. This Val Moran 5000 crore company has bought an additional shareholding at 49% in Bihar Logistics Private Limited and because of that this company has become their 99% subsidiary company and similarly, they have bought additional stocks at 25% in Gujarat Warehousing Private Limited and that too has become their 99% subsidiary company.
Talking approximately 5.23% and their promoter holding is 69.2%. The five-year compounded sales growth of the company is 21%, five-year compounded profit growth is 30%, compounded fair value return on equity is 30% and fair value compounded stock price is 30%. So that's all about this company, now we move to the next.
The sixth company in which Vijay K ji has invested is VBH Global Limited and in this he has a shareholding of 2.0% on December 23rd and he started investing in this company. As of the March 2017 quarter, Weibo Global Limited manufactures and sells jewellery accessories and lifestyle products in the world's two largest economies, the USA and the UK.
The company owns TV channels, which are 24-hour live shopping channels. If we talk about A on F 23, then 63% of its revenue was generated from TV platforms and 37% of sales were from web platforms. If we talk about its geographic mix, then its highest revenue was generated from the USA, which is 68%, followed by the UK at 27% and Germany at 5%.
It sources its raw material from over 30 countries such as Thailand, China, Indonesia, Russia, Morocco, Myanmar, the Indian Ocean, Kenya and others. If I talk about its diversification, then its jewellery items generate revenue at 73%. The remaining revenue at 27% comes from non- jewellery items such as fashion accessories, makeup items, body care items.
Edibles and Extra The company has a total of seven manufacturing facilities and the jewellery manufacturing facility is spread over an area of 169000 square feet and the company manufactures a total of 30 to 40 lakh pieces of jewellery. But 1.1, promoter holding is 57.2, its five year compounded sales growth is 11, its five year compounded profit growth is 11, its five year compounded return on equity is 21, and the five year compounded stock price is 24.
That's all for today. Now in conclusion, any investor should not blindly follow any stock tips, instead do your own study and if you feel that this company is good then invest money in that and wait patiently and keep reviewing it every quarter. For more such videos, like and share me. Subscribe and comment and remember to dream because dreams do come true. Thank you.
Comments 0