Blog – Page 8 – Katalyst Wealth

Repco Home Finance (NSE – REPCOHOME) stock presentation at IAS 2024

August 26, 2024

Dear All, Last week I attended Investing Accelerator Summit 2024. It was wonderfully organized by Vivek Mashrani, Ishmohit, Utkarsh Pandey and Vipul Makwana. I presented a business analysis of Repco Home Finance (NSE – REPCOHOME). You can read it here – 23rd Aug’24_Repco Home – IAS 2024 Disclaimer: This is not a recommendation to buy/sell Repco Home Finance. I have personal investment in Repco Home Finance and have also recommended it to clients from lower levels. The securities quoted…

[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…