FinAspiration
FinAspiration

@FinAspiration

28 Tweets 2 reads Jan 25, 2024
👉 Clean India Theme Based Stocks✨.
🌟 5 Stocks to Study From this Theme.
✨ Each Company Analysis👇.
🌟Va tech wabag Business overview
Va Tech Wabag Ltd is engaged in the business of water treatment field.
Its principal activities include design, supply, installation, construction and operational management of drinking water, waste water treatment, industrial water treatment and desalination plants
👉 Revenue Split
⭐Municipal Business Group: 50-60%
⭐Industrial Water Business Group: 20-30%
⭐Operations Business Group: 10-15%
⭐International Business Group: 5-10%
👉Role of company in clean segment
⭐Swachh Bharat Mission:
The company has actively participated in the Swachh Bharat Mission by executing numerous water and wastewater treatment projects across India.
They have bagged contracts for setting up sewage treatment plants, developing water sanitation systems, and providing O&M services for existing facilities
⭐Industrial Wastewater Treatment:
VA Tech Wabag caters to the wastewater treatment needs of various industries, helping them comply with environmental regulations and minimize water pollution.
This contributes to cleaner rivers and streams across the country.
⭐Water Reuse and Recycling:
The company promotes water conservation by implementing water reuse and recycling projects.
This helps address water scarcity issues in several regions and reduces dependence on freshwater resources.
👉 Growth strategies
⭐Strengthen domestic presence:
Focus on government projects under the Jal Jeevan Mission and Smart Cities Mission.
⭐Expand overseas reach:
Target high-growth markets in Africa, Middle East, and Southeast Asia.
⭐Enhance technological leadership:
Invest in R&D for innovative water treatment technologies.
⭐Focus on profitability and sustainability:
Improve operational efficiency to increase margins.
👉 Fundamental ratios
⚡Market Cap : ₹ 3,753 Cr.
⚡Current Price : ₹ 604
⚡Stock P/E : 12.5
⚡ROE : 3.11 %
⚡OPM ; 12.2 %
⚡ROCE.: 19.5 %
⚡Qtr Profit Var : 29.4 %
⚡Qtr Sales Var : -11.4 %
⚡ROIC : 23.6 %
⚡Return on assets : 1.20 %
⚡Debt to equity : 0.17
👉Ion exchange Business overview
Ion Exchange (India) is engaged in a wide range of solutions across the water cycle from pre-treatment to process water treatment, waste water treatment, recycle, zero liquid discharge, sewage treatment, packaged drinking water, sea water desalination etc.
👉 Revenue Split
⭐41% Chemicals
⭐27% Industrial
⭐20% Municipal
⭐12% Consumer
👉Role of company in clean india
⭐Comprehensive Solutions:
IEIL offers a full spectrum of water treatment solutions, from pre-treatment to wastewater treatment, recycle, zero liquid discharge, and desalination.
This helps industries, municipalities, and communities access clean water while also managing wastewater responsibly.
⭐Pollution Reduction:
By improving water quality, IEIL helps reduce waterborne diseases and contamination, contributing to a healthier environment.
⭐Resource Conservation:
Efficient water treatment technologies by IEIL minimize water wastage and promote sustainable water utilization.
⭐Solid Waste Solutions:
IEIL offers technologies and services for converting solid waste like organic kitchen waste and sewage sludge into green energy, purified water, and fertilizer.
👉 Growth strategies
⭐Expansion into new markets and applications: Focus on emerging markets with high demand for water treatment and purification solutions.
Develop innovative and sustainable ion exchange resins:
Invest in research and development of new resins with improved efficiency, capacity, and selectivity. Prioritize sustainable solutions with lower environmental impact.
⭐Diversify product offerings:
Go beyond traditional ion exchange resins and offer complementary products like membranes, filters, and monitoring systems. Create complete water treatment solutions for different customer needs.
👉 Fundamental ratios
⚡Market Cap : ₹ 8,010 Cr.
⚡Current Price : ₹ 547
⚡Stock P/E : 39.2
⚡ROE : 26.2 %
⚡OPM : 12.8 %
⚡ROCE : 33.8 %
⚡Qtr Profit Var : 9.43 %
⚡Qtr Sales Var ; 19.1 %
⚡ROIC : 24.6 %
⚡Return on assets : 11.0 %
⚡Debt to equity : 0.11
👉Thermax ltd Business overview
Thermax Limited offers solutions to energy, environment and chemical sectors. The Company’s portfolio includes boilers and heaters, absorption chillers/ heat pumps, power plants, solar equipment, air pollution control
👉 revenue Split
⭐Industrial Products: 40.2%
⭐Industrial Infra:26.4%
⭐Green Solutions: 17.9%
⭐Chemical: 15.5%
👉Role of company in clean india segment
⭐Integrated Solutions Provider:
Thermax offers comprehensive solutions across energy and environment domains, encompassing heating, cooling, power generation, water treatment and recycling, air pollution control, and chemicals.
⭐Clean Air Champion:
Thermax provides advanced air pollution control systems for managing both particulate and gaseous emissions from various sources.
⭐Clean Energy Pioneer:
Thermax champions a multi-fuel strategy, exploring and promoting cleaner alternatives like Bio-CNG, Green Hydrogen, coal gasification, waste-to-energy, and waste heat recovery.
👉 Growth strategies
⭐Building a strong presence in the renewable energy sector:
Thermax is investing heavily in solar, wind, and biomass energy solutions, which are seeing increasing demand due to growing awareness of environmental concerns and government initiatives promoting clean energy.
⭐Developing energy-efficient solutions:
Thermax offers a range of products and services that help industries reduce their energy consumption and carbon footprint. This includes energy audits, cogeneration plants, and waste heat recovery systems.
⭐Innovation and R&D:
Thermax invests significantly in research and development to create new and innovative products and services that address emerging market needs.
👉 Fundamental ratios
⚡Market Cap : ₹ 36,181 Cr.
⚡Current Price.: ₹ 3,034
⚡Stock P/E : 68.1
⚡ROE : 12.3 %
⚡OPM : 8.11 %
⚡ROCE : 15.1 %
⚡Qtr Profit Var : 44.5 %
⚡Qtr Sales Var : 11.0 %
⚡ROIC : 25.2 %
⚡Return on assets : 5.57 %
👉EMS Ltd Business overview
EMS Limited is a multi-disciplinary EPC company, headquartered in Delhi that specializes in providing turnkey services in water and wastewater collection, treatment and disposal.
EMS provides complete, single-source services from engineering and design to construction and installation of water, wastewater and domestic waste treatment facilities
👉 Revenue Split
⭐Water and Wastewater Treatment: 78.7%
⭐Electrical Transmission and Distribution: 13.2%
⭐Operation and Maintenance of Water and Wastewater Projects: 8.1%
👉 GROWTH STRATEGIES
⭐Entering new geographical markets: If they're currently focused on a limited region, expanding into new countries or continents could unlock significant growth potential.
⭐Pursue new types of projects: Depending on their existing expertise, venturing into different infrastructure sectors, like renewable energy or water treatment, could offer fresh opportunities.
⭐Improve project management and execution: Implementing lean principles and optimizing project workflows can boost efficiency and profitability.
👉Role of company in clean india segment
⭐Providing EPC services for Clean India projects: Even if they don't directly develop Clean India solutions, EMS LIMITED could be involved in building
⭐Partnering with other Clean India initiatives: They could collaborate with government agencies, NGOs, or private companies to bring their expertise to Clean India projects.
⭐Developing and adopting clean technologies: By implementing sustainable practices within their own operations and projects, they can contribute to the Clean India mission.
👉 Fundamental ratios
⚡Market Cap : ₹ 2,512 Cr.
⚡Current Price : ₹ 452
⚡Stock P/E : 23.4
⚡ROE : 24.8 %
⚡OPM : 27.7 %
⚡ROCE : 32.7 %
⚡Qtr Profit Var : 53.7 %
⚡Qtr Sales Var : 73.9 %
⚡ROIC : 24.1 %
⚡Return on assets : 19.0 %
⚡Debt to equity : 0.07
👉Eureka Forbes
Eureka Forbes Limited (EFL) is a part of the Shapoorji Pallonji group and is engaged in the health & hygiene segment profiles comprising water purifiers, vacuum cleaners, air purifiers, and home security systems.
👉 Revenue split
⭐Water purifiers: 62.5%
⭐Vacuum cleaners: 22.1%
⭐Air purifiers: 10.2%
⭐Others: 5.2%
👉Role of company in clean india segment
⭐Water Purifiers:
Their flagship brand, Aquaguard, is a leading name in water purification with technologies targeting various water conditions in India.
This helps provide clean drinking water and combat waterborne diseases, a major public health concern.
⭐Air Purifiers: Eureka Forbes offers air purifiers that combat indoor air pollution, another growing concern in India. This contributes to cleaner air and improved respiratory health for households.
⭐Vacuum Cleaners: Their vacuum cleaners help maintain hygiene and cleanliness in homes, preventing dust and allergens from accumulating
👉 Growth strategies
⭐Product Innovation: Introducing differentiated products to cater to diverse customer needs and address emerging trends, like focus on smart features and health-conscious solutions.
⭐Omnichannel Presence: Strengthening presence across direct sales, retail, e-commerce, and institutional channels to reach a wider audience and provide convenient purchase options.
👉 Fundamental ratios
⚡Market Cap : ₹ 8,010 Cr.
⚡Current Price : ₹ 547
⚡Stock P/E : 39.2
⚡ROE : 26.2 %
⚡OPM : 12.8 %
⚡ROCE : 33.8 %
⚡Qtr Profit Var : 9.43 %
⚡Qtr Sales Var ; 19.1 %
⚡ROIC : 24.6 %
⚡Return on assets : 11.0 %
⚡Debt to equity : 0.11
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