Discover and read the best of Twitter Threads about #SJSEnterprises
Most recents (3)
#SJS_Enterprises
Fundamentally strong stock
Equity: 30Cr💚
FV: 10💚
Debts: 13Cr
CashnEquiv % toTotalAssets:
22%💚
Current Ratio: 3💚
PAT Margins: 15%💚
ROCE: 21%💚
Np2Eq: 2
Expected EPS Fy23: 27💚
1 Yr Forward PE: 18💚
CMP: 492
#Highly_Undervalued
Fundamentally strong stock
Equity: 30Cr💚
FV: 10💚
Debts: 13Cr
CashnEquiv % toTotalAssets:
22%💚
Current Ratio: 3💚
PAT Margins: 15%💚
ROCE: 21%💚
Np2Eq: 2
Expected EPS Fy23: 27💚
1 Yr Forward PE: 18💚
CMP: 492
#Highly_Undervalued
#SJS_Enterprises announced its plans to grow at a CAGR of around 25% organically for FY23-25 period and said its inorganic growth would boost the growth further.
SJS said its current order book that will be executed in FY23 is around 80-85 per cent of FY23 forecasted revenue.
SJS said its current order book that will be executed in FY23 is around 80-85 per cent of FY23 forecasted revenue.
The strong moat, margin profile and expected operating leverage will drive PAT growth of around 30 per cent YoY going ahead for #SJSENTERPRISES
#SJSEnterprises
Concall Highlights
>Exotech their recent acq grew 50 pct yoy with improvement in the margins
>Chrome plating order pipeline visibility is so strong for Exotech, Co will easily exhaust the existing capacity in year & half
(1/N)
Concall Highlights
>Exotech their recent acq grew 50 pct yoy with improvement in the margins
>Chrome plating order pipeline visibility is so strong for Exotech, Co will easily exhaust the existing capacity in year & half
(1/N)
>At current capacity of Exotech, can do a topline of 130 crore.
>Given the visibility in earnings, plan to expand the capacity to get a topline of 300 crore from chrome plated biz
>will do a capex of close to 100 crore over the next 18-24 months
(2/N)
>Given the visibility in earnings, plan to expand the capacity to get a topline of 300 crore from chrome plated biz
>will do a capex of close to 100 crore over the next 18-24 months
(2/N)
>Under full capacity, the capex will yield ROCE of 20 pct
>Key thing to note, mgt is projecting revenue growth of 25 pct & bottom line growth of 30 pct for next 2 yrs, that too organically
(3/N)
>Key thing to note, mgt is projecting revenue growth of 25 pct & bottom line growth of 30 pct for next 2 yrs, that too organically
(3/N)
#SJSEnterprises
Have been writing about this one for quite sometime.
Thought of making a thread on it, just putting forward my views abt the co, & why I feel so confident about its growth prospects, despite the street not accepting it post listing.
Here it goes.
(1/n)
Have been writing about this one for quite sometime.
Thought of making a thread on it, just putting forward my views abt the co, & why I feel so confident about its growth prospects, despite the street not accepting it post listing.
Here it goes.
(1/n)
Co is the leading player in the Indian decorative aesthetics industry, serves to Automotives & Consumer Appliances industry.
No peer of the Co in domestic or overseas that could provide all variety of products that co have in their kitty, & kind of complexity co can handle.
(2/n)
No peer of the Co in domestic or overseas that could provide all variety of products that co have in their kitty, & kind of complexity co can handle.
(2/n)
SJS Enterprises caters to almost all categories of the Aesthetics, Below Table shows the comparison of some of the key players in Aesthetics.
SJS Enterprises is the only company to cover all categories, also it is the only listed company in the listed space with no peers
(3/n)
SJS Enterprises is the only company to cover all categories, also it is the only listed company in the listed space with no peers
(3/n)
