Yesterday, 14th Sep’25, we will release our 5th stock report under “Insider Bets“ subscription.
You can read the 1st report on Lords Chloro Alkali (NSE – LORDSCHLO) by clicking HERE
Below, we have shared some details on the Sep’25 Insider Bets stock recommendation.
Before that, the basic idea behind Insider Bets recommendations is that Promoters know their company best. When they buy more shares or invest additional funds, especially during downturns, it may indicate they see value at lower prices or expect a turnaround in the company’s or industry’s fortunes.
Here are some basic details on the latest Sep’25 stock recommendation
- It belongs to Chemical industry
- FY 25 was the turnaround year for the company with 24% + growth in sales, 700% growth in EBITDA and 150% + growth in PBT
- Company had a stellar start to FY 26 with Q1 FY 26 EBITDA more than 50% of FY 25 EBITDA
- Company has spent close to 25% of current market cap value on CAPEX for setting up 3 units that could result in major improvement in profitability on the back of in house consumption of waste products and conversion to value accretive by-products
- On the back of recent CAPEX, management is targeting PAT margin to improve from ~5% to ~20% in the next 2 years
What’s interesting – Promoters already have very high stake in the company and in the recent Preferential issue, they picked up 85% of the issue size.
Once all the warrants are converted, Promoter holding will increase by ~ 400 bps.
Valuations – The valuations are attractive on forward earnings basis. If we annualize Q1 FY 26 earnings, the stock is trading around 13.5 times FY 26 (E) earnings.
This doesn’t include the impact of sales from by-products and cost savings. Thus, if company executes well, the earnings might improve further.
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Disclaimer: This is not a recommendation to buy/sell any of the stocks mentioned above. The securities quoted are for illustration only and are not recommendatory.
Ekansh Mittal
Research Analyst
SEBI Research Analyst Registration No. INH100001690
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Name: Ekansh Mittal Email Id: [email protected] Ph: +91 727 5050062
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Disclaimer: You can access it here – LINK
Whether the research analyst or research entity or his associate or his relative has any financial interest in the subject company/companies and the nature of such financial interest – Yes, in Lords Chloro Alkali
Whether the research analyst or research entity or his associates or his relatives have actual/beneficial ownership of 1% or more securities of the subject company (at the end of the month immediately preceding the date of publication of the research report or date of the public appearance) – No
Whether the research analyst or research entity or his associate or his relative has any other material conflict of interest at the time of publication of the research report or at the time of public appearance – No
Whether it or its associates have received any compensation from the subject company in the past twelve months – No
Whether it or its associates have managed or co-managed public offering of securities for the subject company in the past 12 months – No
Whether it or its associates have received any compensation for investment banking or merchant banking or brokerage services from the subject company in the past 12 months – No
Whether it or its associates have received any compensation for products or services other than investment banking or merchant banking or brokerage services from the subject company in the past 12 months – No
Whether the subject company is or was a client during twelve months preceding the date of distribution of the research report and the types of services provided – No
Whether the research analyst has served as an officer, director or employee of the subject company – No
Whether the research analyst or research entity has been engaged in market making activity for the subject company – No