
INVEST GURUKUL
May 17, 2025 at 04:54 PM
*Amwill Health Care* is a debt-free derma player with 112 products, asset-light model. Raised Rs.49 cr. for expansion & brand building. Expanding to WB & Odisha. At PE 14.5, looks attractive.
*Agarwal Toughened Glass* makes premium tempered glass; trades at PE of 25.1x. Won Rs.4 cr. order from Glaze Techno, promoters felicitated by Rajasthan CM. IPO funds for capex and debt cut. 1st result on 20th; strong show expected.
*Ideaforge Technologies* leads India’s UAV space with 50% share, ranks 3rd globally in dual-use drones. Invested USD 1.83 mn in US firm Vantage. New drone launches (ZOLT, YETI) and rising global demand make it a strong play.
*Hindalco* enters the EV component space with a Rs.500 cr. battery pack facility, capacity at 80,000 units, scalable to 1.6 lakh; 10,000 packs already delivered.
*GSFC* commissions Phase-1 (25 MW) of its 75 MW solar project with GIPCL under group captive mode on 24th April 2025.
*Cosmo First* starts commercial production of ‘Cosmo SunShield’ window films; plans Rs.500 cr. capex over two years for growth.
*Vedanta* posts 143% higher Q4 EPS of Rs.9 and 242% higher FY25 EPS of Rs.39; eyes $1.5–1.7 bn capex in FY25-26. Long-term outlook strong.
Debt-free *GSFC* posted 24% higher Q3 EPS of Rs.3.4 and 9M EPS of Rs.13, which may lead to FY25 EPS of Rs.16. The share trades at a forward P/E of just 10x.
Global present *General Insurance Corp* posted Q3 EPS of Rs.9.6 and 20% higher 9M EPS of Rs.28.1, which may lead FY25 EPS of Rs.44+ Vs Rs.38.1 in FY24. It paid a dividend of 200%.
Cash-rich *Sree Rayalaseema Hypo Strength* posted 9M EPS of Rs.38.1, which may lead to FY25 EPS of Rs.52+. It trades at a forward P/E of 10.5x vs. the industry average P/E of 44x.
German MNC *Federal-Mogul Goetze* posted 18% higher Q3 EPS of Rs.5.2 and 9M EPS of Rs.18.5, which may lead to FY25 EPS of Rs.26.5+. Share trades at a PE of 13x vs industry PE of 32x.
*City Union Bank* added 7 branches (total 867), posted 15% higher Q4 EPS of Rs.3.9, which may lead to FY25 EPS of Rs.17.5+. Its Net NPA fell to 1.25%. MFs showing interest.
*Goodluck India’s* defence unit to begin production in Q1FY26. It posted 9M EPS of Rs.37.5, which may lead to FY25 EPS of Rs.50. Its long-term prospects looks bright.
*Agarwal Industrial Corporation* posted 9M EPS of Rs.57, which may lead to FY25 EPS of Rs.77. Share trades at a forward P/E of 13.6x vs. industry average P/E of 20x.
*International Conveyors* posted 48% higher FY25 EPS of Rs.14.5 on small equity of Rs 6.3 cr.
*Canara Bank* with 9816 branches posted 27% higher Q4 EPS of Rs.5.6 and 15% higher FY25 EPS of Rs.19.3. Share trades at a forward P/E of 5.4x vs industry average P/E of 8x for the PSU banks.
*Union Bank* posted 48% higher Q4 EPS of Rs.6.5 and 24% higher EPS of Rs.23.6. Share trades at a P/E of 5.6x vs industry average P/E of 8x for the PSU banks.
*LIC Housing Finance* posted 27% higher Q4 EPS of Rs.25 and 14% higher FY25 EPS of Rs.99. Share trades at 6.3x PE and 1.04x PB vs industry avg PE of 17x.