Transcription
Hello friends, welcome to the Paisa Smart channel. Today we have brought another episode with our four stocks, where we will present some stock ideas to you. See, this is not a recommendation, but rather these four excellent companies. They have performed well. They have a different kind of unique business model and in our opinion, their growth potential is very good. That is why we have brought them before you for discussion. Now joining us is Dipan Mehta, Director of Alex Equities. Dipan Mehta is with us. Welcome, about Dipan Mehta. Dipan Mehta. Dipan Mehta. Sir, Dipan Mehta is with us on Market Big Boy. Before moving forward, first of all, thank you very much to all of you. You have supported our channel a lot. We are seeing a gradual increase in subscriber numbers and there are many viewers, but there are many viewers who are not subscribing. Why are they not subscribing? This is a free channel, please subscribe to our channel so that you get alerts when we post new videos. So, the name of our first company is RateGain Technologies. They operate in the travel industry worldwide. And what does RateGain Technologies do? They provide marketing technology to all major hotels, airlines, travel portals. If you try to travel and immediately start your search on the website, then RateGain Technologies' AI products and services automatically track it and provide valuable information to hotels and airlines saying, "Look, this is a customer who wants to travel. Do you want to sell your products or services to them?" They have a second division that primarily deals with pricing. We go to an online travel portal and see how much the room rent is for this hotel, or how much the flight costs. But do you know that behind this there is a very complex algorithm that shows you comparatively which is the best hotel for you, or from which best airline you should buy your ticket? So, this entire algorithm, this entire system has also been mastered by RateGain Technologies. Many airlines and hotel companies have contracted with RateGain Technologies to receive pricing services. Their final business is to provide actual connectivity, meaning, their booking websites and booking systems connect with online travel portals. So, this connectivity system has to be maintained. RateGain Technologies also does that work. This means their entire business is focused on revenue maximization. After their recent acquisition, they have set a target that this year, i.e., FY27, they will increase their revenue by 65 to 70 percent, which will be between 3,000 to 3,100 crore rupees. Their EBITDA target is 650 to 750 crore, sorry, 650 to 700 crore, which was only 337 crore in FY2026. The target is to take it to 650 to 700 crore in FY2027, which means very good growth will be seen in the next three-four quarters. So, you should definitely track this company. This company is a mid-cap company. Its market cap is about 8600 crore. Current market price is 732 crore. Its PE multiple is 39 times, which in my opinion is quite reasonable. Its quarterly PE multiple is about 30.9 times. And as I said, if their profit doubles, their valuation will automatically halve, which will be quite attractive. The company's sales were 1824 crore. Profit after tax was 221 crore. And the most important thing is that in the March quarter, their revenue increased by 174% and profit by 28%. You might ask, "Revenue increased so much, but why didn't profit increase?" The reason for this is new acquisition. They acquired the company Jan Kark. This is a global company. This acquisition has changed the overall profit and revenue trajectory of their company. Nevertheless, all in all, this company has done very well. Its three-year growth rate was 48.6%, five-year sales growth was 47.8%, and profit growth was 48.6%. And this company is trading at 20% below its all-time high price. This means, in my opinion, it is a very good opportunity for investment. So, this was our first company, RateGain Travel Technology. You should definitely research it. This is not a recommendation. I repeat. It is a stock idea for you. Look at it carefully. Keep an eye on it. Very good news can come from this company in the next three to four quarters. This company's client list is the center of the travel and tourism industry. Our other company is also quite interesting. Especially I am saying that this company is now in the right place at the right time. What happened due to the Iran war? Due to the Iran war, all countries including India have focused on their energy security. They have focused completely on this. In which areas should we focus to become self-reliant? Discussions are ongoing about how we can achieve and build self-reliance in our energy—petrol, diesel, crude oil, or gas. I believe the government focused on defense and railways three-four years ago. The year 2026 will be the year when the Narendra Modi government will focus on energy security. This company, Deep Industries, has 30 years of experience in providing services to the oil and gas industry. What does this company do? I believe they have two main businesses. First, the gas that comes has to be transmitted and transported. Gas transportation requires compression technology and compression equipment. This company provides complete services for the installation of compression equipment. It also supplies this compression equipment on rent to oil and gas companies. Also, the gas being transported has to be hydrated. This means any water or moisture in it must be removed for subsequent transmission. This is extremely important for safety. Moreover, on land, i.e., above ground, there are about 14 workover rigs and six drilling rigs among the rigs used for oil and gas exploration. I believe, in view of the growth of oil and gas exploration activities in India, this company will get a really excellent opportunity to secure the best trades for their oil risks and they will definitely want to increase their capacity. Yes, their order book is worth 3,000 crore rupees. This means their sales as of March 26 were 3,000 crore rupees. And if we consider the total market potential of oil and gas exploration activities in India, then its total potential is 500 billion dollars. I am not saying that this company will get an order of 500 billion dollars. But the entire activity of oil and gas exploration will create an opportunity of 500 billion dollars in the next three to four years. That is why there will be significant investment here. And companies in the deep industry sector will definitely benefit from the increasing order flow with good margins. This company is a small-cap company. Its market cap is about 3,123 crore rupees. Its share price is 488 rupees. The PE multiple valuation of 8.45 times is very attractive. But externally, it has no net profit, because they have written off numerous non-cash charges from their books due to completing an acquisition. This acquisition resulted in a significant amount of bad debt, which they have completely written off. If we ignore these write-offs, then the company's total profit for the full year in the March quarter (sorry, not March quarter) was 370 crore rupees (approximately 370 crore dollars), while revenue was 891 crore rupees (approximately 891 crore dollars). As I mentioned, the stock's PE multiple is about 8.45 times, and if we look at its quarterly PE multiple, it is also quite attractive. At this moment it shows negative 54, because, as I said, they have made significant write-offs for bad debts. But this is a one-time activity. The operating profit margin is excellent, 39.90 times. Sales growth in the last five years was 35.7 times. Profit growth in the last five years was approximately 43 times. And again, this company is trading at a 21.9% discount, which is less than its all-time high price. Please research this company. Read their transcripts in detail. I believe the prospects of this company are excellent in the next three to four years. As I said, India is definitely going to increase its activities in the oil and gas sector. Exploration. This company will definitely benefit. SB Registered Research Analyst. We have hosted a model portfolio. If you want to know more about this model portfolio, then please scan this QR code. What is this model portfolio? How does it work? What are its objectives? We can provide you with all these details. This is not an advertisement; it is just for your information. Our next company is a newly listed company called Shringar House of Mangalsutra. As the name suggests, this company is one of the largest manufacturers of mangalsutras. Shringar House has over 15 collections and 10,000 active SKUs, meaning 10,000 distinct designs for mangalsutras. This company has 25 in-house designers and about 290 artisans who make these mangalsutras. According to the company, the price of mangalsutras is gradually increasing, and more money is being spent behind it. The average price has increased from one and a half lakh rupees to 13 lakh rupees, and this company has taken very good advantage of this special opportunity in the jewelry industry and they want to take this sector further. That is why in the last year they have increased their processing capacity from 2500 kg to 4000 kg, meaning their capacity has increased by 60%. Whether it is Kalyan Jewellers or Senco Gold, I think all major institutions in India and abroad are customers of Shringar House of Mangalsutra. The most important component of mangalsutra is gold. This company has completely hedged the price of gold. This means, whether the price of gold increases or decreases, it will not affect the company's profit margin. Also, they have repeatedly contracted with their customers, i.e., large corporations, where they will sell the gold given to their large customers for production and then get it back as finished products. This means that the volatility of gold prices will not have a significant impact on this company. The company's financial performance record is also quite good. This is also a small-cap company, with a current market capitalization of about 2,000 crore rupees (approximately 20 billion rupees) at a price of 42 rupees. The stock's PE multiple is 17.7 times, and the quarterly PE multiple is even lower, about 15 times. Looking at the company's results, its revenue was 2,246 crore rupees and profit was 115 crore rupees in the March quarter (FY2026). This company had excellent results in the previous quarter, i.e., the March quarter. Revenue growth was 116% and profit growth was 123%. Its sales growth in the last three years was 33.2%. Its profit growth in the last three years was 70.4%. This means that this company's results are also excellent. It is on a strong growth path. Again, this is not a recommendation, but you should definitely research this company. This stock has also fallen 20% from its all-time high price. This could be an attractive entry opportunity. But before buying this company, you have to think about it yourself and do your own research. This is not our recommendation. Just a stock idea. Let's move forward. Our last company is also quite interesting. It is a small-cap company. A very little-known company. You probably haven't even heard its name. The name of this company is Southwest Pinnacle Exploration Limited. The name is a bit long. If any geopolitical event happens somewhere, then the exporting country will say, "Okay, we can no longer export this metal to you." So, a large country like India, with a large economy and industrial base, needs to achieve self-sufficiency in mineral resources. And there will be a lot of focus on mineral extraction. And for extraction, we need exploration services. If we want to discover new mines, explore new mines, if we want to determine their potential, then the role of companies like Southwest Pinnacle is extremely important. This company provides end-to-end drilling and exploration services for coal, steel, non-ferrous metals, nuclear minerals, and many more minerals related to oil and gas. This company has 40 high-quality drills. Drills are large machines with pipes that go deep into the ground to explore what is underground. They have 40 high-quality drilling rigs, with a capacity to drill up to 2500 meters. Yes, they can go up to 2.5 kilometers deep. And this is supported by 15. Geo-scientists have extensive experience in these drilling services. The company's order book is quite attractive, amounting to approximately 582 crore rupees. This means that their current order book alone ensures revenue for two years. And the best part is that the company is actually entering the coal mining business. Let's explain: they provide exploration services, but they have acquired a large coal mining block in Jharkhand, with a capacity to extract 84 million tons of coal. This mine will be operational within two years from now, i.e., by 27-28. In our opinion, if the current price of coal per ton is about 31 rupees, then revenue of at least 600 crore rupees can be generated from this mine. This means that exploration activities are their core business. And now they are moving towards further integration into actual coal mining. The company also has a joint venture in Oman, where they are planning to acquire four rigs. This joint venture has received an order for exploration of an area of 1,400 square kilometers not only for oil but also for silver, gold, copper, and chromite. This means their operations will also start in Oman. They also have some agreements with an Australian company to provide services in the Australian market. This means their operations, which are currently India-centric, will also become global. As I mentioned, it is a small-cap company. Its market capitalization is about 8 billion rupees. Its current price is 269 million rupees (PE multiple of 26.10 times). Annualizing the March quarter figures, the total amount will be 17.7 times. The company's revenue is approximately 243 crore rupees and profit after tax is approximately 31 crore rupees. The March quarter figures were quite good: revenue was 5.31%, but net profit was 34.3%. The company's three-year growth rate was 25.1%, and three-year profit growth was 54.7%. This company is trading close to its all-time high price; it is only 6% below its all-time high price. So, this was our last and fourth company, Southwest Pinnacle Exploration. This is also not a recommendation; it is just a stock idea. Please research it. And as I said, if you have any similar ideas based on the energy security investment theme, then please share them. We are specifically working on this investment theme. This is a focus area for us. So, here are our four stocks for you, which are not recommendations; they are just stock ideas. How did you like them? Please let us know in the comment section. Was our analysis helpful to you? Are you understanding these companies better? Please write to us. And if you have any ideas, we will definitely consider them and can discuss them on this channel. Before concluding, thank you very much for supporting our channel. 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