replacement cost

[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…

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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…

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[Stock notes] – NCL Industries…trading around 40-45% of replacement cost

March 23, 2024

Hello Sir, Hope you are doing well. We scan through 100s of stocks in a year and analyze several of them to come up with few good stocks recommendations for our Alpha/Alpha + members. Our focus is medium-long term wealth creation and the idea is to try identify opportunities with long runway for 20-25% CAGR possibility. Recently, I was looking at NCL Industries. What caught my eye is that the promoters have been regularly buying the stock from the open market in the price…

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