Buy for Targets of 180,183.6,186.40 soon and 200 plus short term and 400 plus long term.
1. High EPS Growth
2. Strong Financials
3. RoCE Improving
4. Increasing Revenue and profit
5. Fiis increasing their shareholding
6. Zero promotor pledge.
Buy around 154 and on each downfall. Stock came down drastically from over 250 zone to below 150 zone mainly due to a Calciner Plant shut down at Visakhapatnam by the company and also due to the recent downfall of Ukraine Russia War. Anytime a trigger will come and this counter will up to 160,170,180 and if cross 185 level 250 can be seen in no time.
Buy this counter as this has been dragged down sharply for the last many days. Sharp recovery in this counter expected for target of 150,155,160
#RAIN on 🔥, shared on youtube channel day before yesterday. Don't miss to watch the channel for such breakout stocks. Subscribe, like n share with your friends
The video is out for today's trade on youtube. Watch, subscribe, like n share with your friends and other trading groups
NOT A BUY RECOMMENDATION
1️⃣Stock is Tdg @ 8.85xCY21 EPS and 2.60xEbidta
2️⃣Stock is quoting @ 6.65xCY22EEPS and 2.30xEbidta
3️⃣ Q4CY21~Rain prima facie has reported Loss of 74 Cr. _*However, Adj Net Profit is 94Cr*_
✅During the quarter PBT is 224 Cr . However Tax provision is 296 Cr out of which 196 Cr is Deferred Tax ( one time book entry which don't entail actual payment).
➡️ _*Hence after one off adjustment, Profit after Tax is 94 Cr and EPS ₹ 2.81*_
During the quarter, Operations were affected due to (a)cyclone in one of its facilities in USA (b) 195% rise in energy cost in Germany and delay in pass through of higher cost , Higher operating cost due to planned shutdown as HHCR plant had replacement of certain equipments for higher efficiency
4️⃣ CY21~Co achieved 14527 Cr sales and 2517 Cr Ebidta.
PAT stands at 756 Cr Vs 532 Cr
_*EPS ₹ 22.48 Vs ₹ 15.82*_
5️⃣▶️During the year, Rain incurred capex of $ 74 million
6️⃣✅ Rain can report ₹ 30 EPS for CY21 as no capex in current year and higher cost in Germany already passed on to customers
7️⃣ Strong management, great business of Global Scale.
➡️ Q4 was affected due to one time unforeseen happenings like cyclone. As can happen in any business, Investors should ignore Q4 hiccups and Rain will do considerably better due to robust demand from Aluminium industry ( Aluminium prices at 14 year high)
#RAIN Buy around 226 for targets 🎯 of 235,245, 250 plus
✅✅Long Term Investment Picks - Part 4👇🏻👇🏻 !
#Power Mech Project ltd
#Sasken Technological Ltd
#IG Petrochemical ltd
and More .........
Why Pharma Sector is Good now for Buying??? Best Time to Start Doing Bulk ELSS in MF !!!
Check the Below Video for all 👇👇
Target 2 (83%) achieved in #RAIN
Target 3 is ON...
Momentum Buy Rain Industries for Target of 230-250.
RAIN Industries: Big Breakthrough (not a recommendation to BUY)
🎯10% higher Yield will lead to 2x margin
Its new vertical-shaft calciner in India is almost completed and, once operational, it will be the most environmentally friendly calcination plant in the world. In addition, CPC production capacity of 0.37 million tonnes per annum (MTPA) will be a substantial contribution to the government’s Make in India initiative and the Atmanirbhar Bharat Abhiyan’s goal of economic self-sufficiency. While it completes the final stages of construction, it awaits further clarity from Indian authorities on the shaft calciner’s feedstock allocation and availability. Also awaiting the finalisation of the national SO2 emission standards for the calcining industry. The company is the only calciner in India with operational flue-gas desulphurisation systems available from the outset of commercial operation at both our existing Vizag plant and the new shaft calciner. With the ability to remove at least 90% of SO2 emissions, it expects to meet any new standard that might be imposed.
With this brief overview, the major fundamental differences between the two technologies (Rotary Kiln and Shaft Kiln) are as follows:
🔸There is a large volume of counter-current gas flowing inside a rotary kiln over the top of the coke bed. The air or oxygen required for the combustion of VM is added through primary, secondary and tertiary air fans.
🔸The large gas volume in the kiln causes the entrainment of fine green coke. Typically, ~10% of the green coke is entrained in the flue gas stream and combusted in a pyroscrubber along with residual VM from the kiln.
🔸 There is very little counter-current gas flow inside a shaft calciner. The only flow is VM travelling up through the coke bed before it enters the top flue walls.
🔸 There is virtually no carryover of fine green coke into the flue walls in a shaft calciner.
🔸 The yield of calcined coke per ton of green coke is significantly higher in a shaft calciner. A typical yield in a rotary kiln (dry basis) is 77-79% which represents the yield after the loss of VM and fines. The comparable yield for a shaft calciner is 85-88%.
🔸 The coke residence time is much shorter in a rotary kiln than a shaft calciner (~50 minutes vs 28-36 hours). This translates to a significantly higher heat-up rate for green coke in a rotary kiln (~50-100C/min versus ~1-2C/min in a shaft calciner).
#RAIN Breakout from ascending triangle with huge volume
Rain Industries, one of the largest calcined petroleum coke manufacturer with interests in cement, coal tar distillation and specialty chemicals manufacturers having facilities has notched 90% higher Q1CY21 EPS of Rs 6.1, which could lead to CY21 EPS of Rs 25. The share may touch Rs 250 mark.
#RAIN Completes smashes all targets. Enjoy your breaksaft, NPMites!
Rain industries has done nearly 7500 crore of Cape over the last 2 years, betting heavily on aluminium. Capex cycle completed, with an EBITDA of 2100 crore expected to go up further, they can easily pay off the debt. Remember that Rain Industries went up 10x in the last aluminium rally between 2016-2018. This stock looks good for some big upside.
I have a 3000 quantity @ rs 124. Kya Karen?
rain industry outlook
intra buy @87.60
positional outlook for one week( up to Oct 13th)
support 84 and 80 best buy
Buy rain at 109
Target 125 135