Скачать или смотреть Multibagger Stock - KEC International | Detail Company Analysis | Indian Stock Market

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Series of Multibagger Stock ideas
Beneficiary of Rising Infrastructure Activity in
Construction, Power, Railways & Cables.

Verticals
Power Transmission & Distribution
Cables & Renewables.

Flagship company of US 1.4 bn RPG Group.

World’s largest power transmission EPC company

Experience of 7 decades

7 manufacturing facilities across India, Brazil and Mexico.

Footprints in 63 countries across the globe.

5496 Employees.

The company is - KEC International

Global Leadership in Power Transmission

World’s largest power transmission EPC Player

73% of order book from
Power Transmission & Distribution segment

Strong Execution excellence
Superior project management
innovative design & engineering
Manufacturing and Testing Capabilities

Focus on delivering projects ahead of schedule

Currently trading at around 389 levels
52 week high 438 and Low 161

Stocks is trading with a marketing capital of 10,500 Crore
Rich Shareholder Return Ratios
ROE & ROCE of 22% each Respectively.

Shareholding pattern of company :
Promoter hold 51%
FII hold 10%
DII hold 20%

Most of the Mid-Cap Mutual fund schemes hold shares of KEC International in their Top of the line Mid-Cap MF Schemes


Positive Triggers:
Robust Order Book
Order book of Rs. 17,148 Crs.
47% of total orders from overseas

Order intake stood at Rs. 11,300 Crs.
Increased traction from State Electricity Boards (SEBs)
Increased order flow from SAARC regions
Diversified businesses
Power T&D (73%)
Railways (21%)
Civil (2%)
Cables (2%)
Solar (2%)

ICRA Rating upgraded to “AA-” in-line with CRISIL and CARE

Targeting higher ticket projects in
Railways EPC
Solar and civil infra

Industry Outlook :
Transmission & Distribution
Strong demand anticipated
increase in new power generation capacities.
Increased private sector investments
Replacement of existing aged networks
Govt’s focus on increasing access

Cables
Annual Indian market ~ ₹ 20,400 Cr P.A. (USD 3.1 Bn)
Strong demand by Power Sector  Real Estate   Industrial Activity
India’s aggressive plans for power sector driving growth
Demand for improved network quality expected to improve telecom tower and cable demand

Railways
Targets Spend 2X i.e. ₹ 521,800 Cr (USD 80 Bn)
Urbanisation & strain on existing infrastructure driving investment in Mass Rapid Transit System
Metro systems probable for cities with 2Mn population
Connection to ports through new Rail networks. Diamond Quadrilateral project (bullet train)

Civil
Affordable & Mass Housing expected to be launched on the back of “Pradhan Mantri Awas Yojna”
Promising outlook on residential sector, with an increase in demand
Opportunities in the areas of smart cities,
industrial corridors & Infrastructure-linked Real Estate development

Current Market Price Rs.417.85
Trading at 15.0x FY20e EPS.

Benefit from increased capex from SEBs
Consistent improvement in Railways segment couple with positive outlook for Civil
Solar segments mainly driven by supportive Govt. initiatives

Holding period of 1.5 to 2.0 years
Upside Potential of 33% from CMP
based on the consensus analyst estimates

#ValueMulticaps #multibaggerstock #KECInternationalLtd