Blog – Page 7 – Katalyst Wealth

[Stock idea] – Sterling Tools…1 of the largest MCU suppliers for EVs in India

August 13, 2024

Hello Sir, Hope you are doing well. I was recently reading about Sterling Tools Ltd. The company is the 2nd largest automotive fastener manufacturer in India. However, what I found interesting is that it has a subsidiary – SGEM. The contribution from the same was 0 till FY 21 and at the end of FY 24, it accounted for 35% of the consolidated revenue. What SGEM does – It is one of the largest Motor Control Unit (MCU) suppliers for Electric Vehicles in…

[New Stock Reco]: Fast growing Cement company available at only 0.4 times replacement cost

August 6, 2024

Hello Sir, Hope you are doing well. 2 days back, we released new stock recommendation for Alpha and Alpha + Members and would like to share with you details on the same. It’s a fast growing well managed Cement company and available at only 0.4 times replacement cost of around Rs 850 crore per MTPA. Cement sector is going through a phase of consolidation and small cement companies are getting acquired in the range of Rs 700-900 crore per MTPA. Key Points about the New Stock…

Today: Release of New Stock Recommendation for Alpha/Alpha + members

August 4, 2024

Hello Sir, Hope you are doing well. Today, we will release our new stock recommendation for our Alpha and Alpha + Members Interesting details about the stock: Cement company Strong growth – 12% volume CAGR and 15% + sales CAGR over the last 10 years Integrated cement plant with captive limestone mines and captive power Expanding capacity by 20% + in FY 25 Balance sheet – Low absolute debt and lowest debt equity ratio in the last 10 years Scope for improvement…

[Stock note] – Garware Hi Tech Films…Aiming for 2,500 crore sales in next 2 years

July 11, 2024

Hello Sir, Hope you are doing well. I am not sure if you are aware of Paint Protection Films (PPF), but these are increasingly gaining wider acceptance in India and developed countries. Garware Hi Tech Films claims to be the 1st producer of professional grade Premium PPF in India. The company also deals in other value-added films like Sun Control Films (SCF). While I was going through the details of the company, what I found interesting was that management is aiming for Rs 2,500…