India is a Growth Story !
What is Important in India's Growth ?
Isnt it Infrastructure ??
So today's Let's look at a Infrastructure Company having Aim as high as the Sky and Vision as clear as the Glass and Focus as sharp as the Arrow !
Like and Retweet for wider reach !
What is Important in India's Growth ?
Isnt it Infrastructure ??
So today's Let's look at a Infrastructure Company having Aim as high as the Sky and Vision as clear as the Glass and Focus as sharp as the Arrow !
Like and Retweet for wider reach !
The Company is none other than G R Infra
Now Let's see what GR Infraprojects does ?
Civil : Construction of roads, state and national
highways, bridges, culverts, flyovers, airport runways, etc
Railway : Construction, track lining, bridges, etc.
• Construction of metro rail
Now Let's see what GR Infraprojects does ?
Civil : Construction of roads, state and national
highways, bridges, culverts, flyovers, airport runways, etc
Railway : Construction, track lining, bridges, etc.
• Construction of metro rail
Manufacturing Facilities :
• Process bitumen
• Manufacture thermoplastic road‑marking paint and road signage
• Fabricate and galvanise metal crash barriers, high mast pole & lighting poles, OHE, PEB fabrication
• Process bitumen
• Manufacture thermoplastic road‑marking paint and road signage
• Fabricate and galvanise metal crash barriers, high mast pole & lighting poles, OHE, PEB fabrication
Now Let's Look at GRIL in a Glance and what they have achieved during the years
100+ Road Projects completed
16000+ Workforce
4 Manufacturing Facilities
100+ Road Projects completed
16000+ Workforce
4 Manufacturing Facilities
Project Mix of GRIL
63% HAM
31% EPC
5% Railways
GRIL Boasts a Strong Order Book of 15782.7 Crore with clientwise mix as shown Below
63% HAM
31% EPC
5% Railways
GRIL Boasts a Strong Order Book of 15782.7 Crore with clientwise mix as shown Below
Let's look at the Earnings Trends now
Revenue has Doubled and EBITDA has Tripled in the Last 5 years .
That's Solid Growth
Revenue has Doubled and EBITDA has Tripled in the Last 5 years .
That's Solid Growth
The Business boasts a Good 25 % Margin that's excellent in my View
The Business has Nominal Debt/Equity of 1.1
A infrastructure business is Asset Heavy and Debt is very common .
Even LT has a debt to Equity near 1
The PAT is growing at an Exponential Rate
The Business has Nominal Debt/Equity of 1.1
A infrastructure business is Asset Heavy and Debt is very common .
Even LT has a debt to Equity near 1
The PAT is growing at an Exponential Rate
Let's look at the Opportunity and Growth triggers of the Sector
Only small % of National highways are higher than 4 lanes presenting Huge opportunity
All developed/developing countries have higher % than India and growth is Clearly Visible Here !
Only small % of National highways are higher than 4 lanes presenting Huge opportunity
All developed/developing countries have higher % than India and growth is Clearly Visible Here !
Constant Push from the Government
This is clearly a positive Note for the Sector
This is clearly a positive Note for the Sector
As the economy expands, both in terms of population
and output, infrastructure remains a critical pillar
necessary to support its growth. This will necessitate
increased investment in new and upgraded
infrastructure, particularly within the transportation
segment.
and output, infrastructure remains a critical pillar
necessary to support its growth. This will necessitate
increased investment in new and upgraded
infrastructure, particularly within the transportation
segment.
Now Let's Look why I love GR Infra more than the many other Names in Market
A simple One Liner Theory
GR Infra Management aims as high and walks their talk as clear as the Sky
" GR Infra aims to become as good/better than LT "
"Targets are never impossible
A simple One Liner Theory
GR Infra Management aims as high and walks their talk as clear as the Sky
" GR Infra aims to become as good/better than LT "
"Targets are never impossible
Now Looking at the Investment Theory of @VijayKedia1 Sir
There should be a Big Sized Opportunity which is clearly Visible
Management should Aim the Skies which is again clearly evident here
Old Management - In case of GR Infra is 20+ Yr Old
Small Company - 18000Cr MCap
There should be a Big Sized Opportunity which is clearly Visible
Management should Aim the Skies which is again clearly evident here
Old Management - In case of GR Infra is 20+ Yr Old
Small Company - 18000Cr MCap
All the required Points are clearly visible here which just adds this in a Good Basket
Now Going Forward Let's Dive deep into Valuations and Share Holding Pattern !
GR Infra trades at Reasonable Valuations
2.4 times Sales
20 times their Earnings
Now Going Forward Let's Dive deep into Valuations and Share Holding Pattern !
GR Infra trades at Reasonable Valuations
2.4 times Sales
20 times their Earnings
Boasting a 25% ROCE,ROE and Trading at Less Multiples to ROCE is another Way to call it Undervalued
The Shareholding Pattern of GRIL as of Sept 2021
Promotors 87 %
FII+DII 10%
Public 2%
You heard me right just 2% .. That itself gives me strong Confidence to own GRIL
The Shareholding Pattern of GRIL as of Sept 2021
Promotors 87 %
FII+DII 10%
Public 2%
You heard me right just 2% .. That itself gives me strong Confidence to own GRIL
I have been Invested in GRIL from 1700-1730 Levels and have been Bullish on the Infrastructure Theme and India 's Growth with a lot of Confidence
Not an SEBI Registered Inv Advisor . Please contact your Advisor before any Buy / Sell Actions . This is Purely for Education
Not an SEBI Registered Inv Advisor . Please contact your Advisor before any Buy / Sell Actions . This is Purely for Education
The thread took me a hefty time of the Evening and hence as a Small Return Gift i would expect you to please Like Share and Retweet the First Thread Without Fail ..
It would be an encouragement to me
@ishmohit1 @soicfinance @sahil_vi @nid_rockz @insharebazaar @kuttrapali26
It would be an encouragement to me
@ishmohit1 @soicfinance @sahil_vi @nid_rockz @insharebazaar @kuttrapali26
Please do read this if you get some time @LuckyInvest_AK sir . Would be so happy to hear your words on my small Investment attempts and learn/improve as i move on ..
Thank you But please dont forget to Like Share and Retweet the First post of this Thread
Thank you But please dont forget to Like Share and Retweet the First post of this Thread
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