TG Rail Systems in Focus After ₹430 Cr Order Win via Associate Company:-
Some important companies and some important updates related to them The name of the first company is TG Rail Systemed. The company related news and updates that we will cover are only for educational purposes and for learning, do not consider it as any kind of investment advice, you can also do your own research and analysis. About some important news and updates related to Tit rail system. About Tit , then today you saw this company in focus. The reason for being in focus was that we were hearing news related to the company.
Now what is the news related to? The news is related to business. If about TAG, then this company has been seen gaining orders worth Rs 430 crore today and this is why this company is in focus today. They mentioned Tit Rail System Are In Focus On Monday i.e. today. Why friends? Because it has an associate company. He has received an order worth Rs 430 crore. Now you can also understand the meaning of associate company. Any company acquires up to 50% stake in any company then it becomes its associate company. If it acquires 51% stake then it means that the company is its subsidiary company. If it acquires 100% stake then it will be an only subsidiary company. You should know all these things. If you analyse the business, then when someone acquires up to 50% stake in any company, then it is its associate company on which there is no controlling stake but it remains your associate company. Ok? You should understand this and their associate company has received an order worth Rs. 430 crores and that is why you can see Titan in focus today.
Years Growth Data:-
If we about the last one year, you have seen its business to be a bit slow. If we look at the comparison with earlier, revenue growth has not been shown and profit growth has been only 5% less than last year. Now why is this so? Because earlier we used to see good numbers of the company. Now what happened suddenly? So the biggest reason behind this is that the capex done by the company earlier had a capacity limit and the company has completely achieved that limit. So this means that the company cannot increase its production from here onwards and if it does not increase the production then the company ‘s revenue will not increase. In which case, you see the growth rate of the company slowing down. And at such times you can also call it consolidation fuzz. And what does Mainly Company do in Consolidation Fuzz ? They do capex. So, you will get to see a lot of capex news related to this company in the last one year. And because of this capex, when you see the company’s capacity increasing , then the company can also increase its revenue and profit growth by increasing its production. So this thing has to be kept in mind. And at the present time, the order book of the company and the market cap of the company are both visible nearby. Meaning there is no shortage of orders. There is only problem of execution because the company does not have that large capacity to execute that order. So that is why you have seen such things in the TGL system and valuations also seem to be correcting.
VBL (Varun Beverages Ltd): 28% YTD Fall – Is the Correction Justified?:-
About the next company whose name is VBL i.e. Varun Verjes LED.About VVL, then the performance of VL in the last few times has no doubt been very disappointing. If you look from 52 week high, you will witness a decline of approximately 33% in this company. So where is this decline from? It is from 52 week high. Ok? If about year to date, from there till now we are seeing a decline of around 28% in VBL. So we have seen some analysis from HSBC garding VBL which we will talk about. Never blindly follow the reports of any brokerage house. Because many times we have seen that a brokerage house is seen speaking two languages regarding the same company, not at the same time but in one year. And many brokerage houses will be seen saying one thing and many brokerage houses will be seen saying something else. So because of this, never blindly follow their reports. You can also do your own research on that basis.
HSBC View On It:-
Now what has HSBC said? So is the 28% decline that we have seen in VPL year to date. We have seen this a lot. It appears to be overdone. Here one can say that this is the reason or concern being told due to which this fall in Weebly is being justified. Ok? So they argued that the concerns being expressed about bad weather and increased competition do not completely justify the company’s corrections. If we about their average PE of last 5 years, then it appears to be 20% below that. Now he has mentioned discount. But according to me it is wrong to mention discount. why is it wrong brother? Because if we about VBL, at one time the growth rates of VBL were quite smooth and the valuations also went up continuously and were sustained. Then we saw a lot of numbers of Reliance in which some numbers showed that they had gained more than 10% market share in some markets, sorry in some cities and this is not a good thing at all for companies like VBL.
So it is obvious that because of all these things, investors will have hope that if the competition is increasing and a company quickly gains 10% market share, then its impact will be visible in the company’s numbers in the future. So because of this, the PE of the company which used to be 100, if you look at the current time, it has gone much below 60. That means a correction of about 40% has been seen in its valuations. In fact, more than that has been seen. So, in my opinion, it would be wrong to call it a discount. But yes, if you look at the things then there have been many things which are not at all in favor of VBL. She is seen going against VBL. But many brokerage houses are seen countering, but your point of view is more important. Like if you invest in any company for long term then you will not act on what someone else says. You should do your own analysis.
Dixon Technologies vs Flip Capital vs Nomura: What’s the Real Story with Motorola?:-
So HSBC analyst has given some bullish commentary and if you go to any other brokerage house then you will see bearish commentary there. So that’s why just look at all these reports , understand them, research them. Never take this as a recommendation. So let’s now talk about the next company whose name is Dicon Technologes LED. Now friends, recently Flip Capital had made a negative commentary related to Dicon Technology. Because friends, it was told that the contracts that Motorola had given to Dicon Technology in the calendar year 2024 have not been given that much now. About the calendar year 2025, many Motorola phones are seen making carbon. Earlier she was seen producing perfect diction. Now she is making carbon. Carbon is a company. Ok? You should understand this. Now, look friends, here there is a brokerage house about which we will talk, the name is Numora, we got to see a statement from their side that if we talk about the electronic manufacturing services industry, then you get to see many players in it, but there are some players in which one is the name of Dicon, the name of BPG Technology Company is which is a China based company, the name of Bhagwati Company is which is an unlisted Indian company, BYD is a Hong Kong company, apart from that UTTl is an unlisted company and Tata Electronics is also an unlisted company, and Dicon Technology is expected to hold the largest market share.
Motorola Doing Wrong with India:-
Recently we heard that Motorola has reduced its dependency on Dicon technology. But now what we are hearing from Nura is that Nammura sorry not Nura but Motorola has sold around 10 million units in which? In the US. And mainly, we saw all these units being manufactured in China and supplied to the US. And what has happened now is that due to tariff changes they are forced to reduce their dependency on China and shift to India. So, this has become a beneficial thing for all our local players, EMS players. But it is also mentioned here that the components of Motorola are imported to India and they have been seen increasing sharply in the last some time. If you look at the current time till April May 2025, Dicon Technology is now manufacturing 75% of the units of Motorola that it used to manufacture earlier. Earlier it used to be 100%. Now what is the reason given here? Reason given is due to capacity.Phillip Capital had clearly said that Nomora sorry not Numura but Motorola has removed its dependency from China and brought it to India but now they are not getting as much work done from Dicon Technology as they used to get earlier. His work in Dicon technology has reduced compared to earlier. Now Namora has mentioned these very things but the reason given here is that Dicon Technology does not have that much capacity. For this reason, apart from Don Technology, they have chosen other companies also to manufacture their phones.
Paras Defence Announces 1:2 Stock Split – Record Date Set:-
The next company The name is Paras Defence. Recently the company had announced a split which was in the ratio of 1:2. If we About split, then the company has fixed the record date of split in the ratio of 1:2 as ex-date which is 4th July. This means that any shareholder of the company before this date will be fully eligible for the split in the company. So if you are an investor in this company then you can definitely take note of this news.