Waaree Energies: 540 MW US Contract Keeps It in Focus:-
Some important companies and some important updates related The name of the first company is Waaree Energies.What is the biggest reason to stay focused now ? We are getting to hear some important news related to the company. It is not something that we are getting to hear it today or we got to hear it yesterday. This company updated this news in the exchange just 1 hour after the market closed. So we had discussed this thing on the same day that whether there are such things on Exact Monday which will keep the Wari energy in focus and today it was seen keeping it in focus as well. Are things exact now? About Wari Energy, then this company does not work only in India. It works outside India as well. If you look at the Indian level, in the financial year 204, the company had a market share of 21% in India. And if we talk about solar modules exported from India, Wari Energies had a market share of 44%. So, apart from India, this company also does business outside India and we can say that this news has come from outside India because Wari Energy has a subsidiary which operates in the US and the company has received a solar module contract of Rs 540 crore, sorry not 540 crore but 540 MW from the US and if we see this thing related to the business, then we can consider it positive because ultimately seen, this company manufactures solar modules which have a huge use in the renewable sector. Ok? if about the growth of the renewable sector, it is not like that. We will get to see it only in India. If we look globally, every country is trying to increase it. So Wari Energies had got extra valuation earlier also because this company does not do business only in India. It does it outside India as well and currently we are seeing good growth in the renewable sector in India. It looks good outside India also. So because of this, if the company gets orders from India then that is also good news. But if the company gets orders from outside India then it will be double good news. Because ultimately it will work as an incentive for the company. So because of all these things, you could see Wari energies remaining in focus today.
Waaree Faces Valuation Pressure Amid US Policy Shifts:-
Now if we see, due to some things, Wari Energy was seen losing its violation, we can say, and the biggest reason behind it was Trump’s new rules or we can say the new guidelines related to the renewable sector, if we talk about it, then the incentives that used to be given in it, the renewable companies have decided to cut those incentives in the coming years, so the reason for this is that the variations that this company was already getting, this company used to run on a PE of more than 70. If you look at the current time, you can see it around PE of 45. This is the hope with all these things that Trump has announced. Due to this, if you look at the profit growth rates of the company that we saw earlier, the company has shown profit growth at 100-100% CGR in the last 5-3 years. So it is expected that this growth rate may slow down in the future. For this reason, valuations were cut. Ultimately you can note down all these things. If you are an investor in Wari Energies. But all these things are only for educational purposes. There is no recommendation of any kind.
Hindustan Aeronautics (HAL): ₹15 Dividend and Jet Engine Deal Boost Outlook:-
About the next company. So the name of the next company is Hindustan Aeronutics i.e. HL. Now if we about this company, we are getting to see some big news related to it too. Due to which you could see this company also in focus today. Now if we talk about its news, it is not that we will get to hear its news only today or tomorrow. So the news here was that this company had conducted a board meeting on Friday. Now, in the board meeting, the company had placed a proposal related to dividend and the dividend proposal was approved by the board of the company, so to speak, and the company is going to give you the final dividend as per ₹15 per equity share and its record date has also been fixed by the company. Talking about the record date, it is 21st August, that is, any shareholder before this date will be eligible for dividend in the company. So that is why today you saw HL in focus, well dividend related news is seen by us in many companies on a regular basis.
So this news can be noted only by those who are interested in dividends. Apart from this, if we talk about business, we are getting to see some big news related to business as well. Recently, we saw a statement from the company’s CMD i.e. Chief Managing Director, Mr. Sunil, that a deal for 3 years has been signed between India and the US. Or we can also say that an MoU has been signed between India and the US for 3 years. In which they will produce F414 jet engines by March 2026. This F414 jet engine is very important because the recent delivery delay of Tejas that we saw from HL, a major reason for it was the supply of this engine. Now the engine supply comes from America. General Electric manufactures and supplies it. We saw a lot of delays from there. So now the scenario that is emerging here is that in future India and US will sign an MoU and these engines will be manufactured in India itself and if these engines are manufactured in India then the promotion of Make in India initiative will definitely get a boost because about the F41 4 engines then it is not just used in Tejas. You will find details of many aircraft here which you can note down. These engines are used in all these aircraft. So, we can definitely say that this is a good news for India that whatever orders we have for our aircraft, we will see them being delivered on time. Because of the engines, we will not be able to see deliveries daily. And this could be a big news for HL as well because the execution pace of HL can be better than before due to which the company’s business can work more smoothly.
RVNL (Rail Vikas Nigam Ltd): New ₹213 Cr Contract but Slow Execution Worries Remain:-
Apart from this, if we about the next company, then friends the name is RVNL i.e. Rail Vikas Nigam about RBNL, then you can also see this company being in focus. What is the biggest reason to stay focused? This company has received a contract from South Central Railway.
About the size of the contract, it is Rs. 213 crores, which can be called a decent contract if you compare it with the contracts that the company used to get earlier. But yes, ultimately if some news related to the contract has come, then we will definitely consider the news as positive if we look at it from the business point of view.About RBNL, the market cap of this company is around Rs 80 crore and the order book size of the company is around Rs 1 lakh crore. So if we compare the order book as per the market cap, the order book is quite high but if we look at it as per the market cap, the execution is quite poor.
PNA Industries: Eyes on July 2nd Board Meeting for Stock Split Decision:-
Due to this, we have seen the company’s numbers remain absolutely stable in the last one year. In fact, if you look at the CAGR of the last 3 years, you will not find the growth rate of revenue and profit to be impressive at all. But in the last 3 years, the stock price of CGR has done quite well because in the last 3 years the company has received a lot of orders and it is expected that in the future we may see the company’s numbers also becoming better.
Now what is the scenario here is that we do not get to see the same performance of RVL as before because now the market wants growth in its numbers and that is not coming from this company and when a good growth is seen in a company in the past, then at one point of time the market judges that stock on the basis of the numbers of that company. If the numbers are good then the valuation remains stable and if the numbers appear weak to the market then we see corrections in the valuations and all these things are very important for those who are beginners and invest without doing any analysis. About RBL, then at current time its EPS is seen going downwards. At one time, the valuation of this company was seen at a PE of 90.
Conclusion: Key Takeaways for Investors:-
Currently PEP is showing around 65. Why are you looking at me brother? Because if you see the difference between the EPS of the company at one time and its current EPS, then somewhere the company has shown degrowth and due to this the earlier valuations of the company have not been able to be sustained and we have seen its impact in the performance as well. So what is your view on the basis of all these things, tell me in the comments. But take all things only for educational purposes. Ok? Now let’s talk about the next company which is an auto sector company that has recently announced that the company has scheduled a board meeting this week. About the dates of the board meeting, it is on the 2nd of July. Ok? Now in the board meeting, the company will put forward a proposal for stock split and if the proposal gets approved, then you may see the company making a split announcement. What is the name of the company bro? So the name is PNA Industries. So if you are an investor in this company then you can take note of the news. If you are not an investor, you can ignore it.