Rattibha

🌟 BJP Manifesto Beneficial Sector Based Stocks✨
👉 If BJP Government Comes To Power This Themes Will Be in Focus
🌟 A Thread 🧵👇..........
#stockmarkets #Stockmarket #investing #investment #investors #bjp

👉 EV sector snapshot
The electric vehicle sector in India is rapidly expanding, with a market value expected to reach USD 34.8 billion in 2024 and projected to grow to USD 120 billion by 2030 at a CAGR of approximately 22.92%
The Indian government is actively supporting electric vehicles by offering subsidies and implementing policies like the FAME scheme to promote affordability and bolster domestic manufacturing.
Currently, the focus in the Indian EV market is on two-wheelers, which are leading due to their lower initial costs and a growing range of options from major manufacturers.

1. Tata motors Ltd
Tata Motors Group is a leading global automobile manufacturer. Part of the illustrious multi-national conglomerate, the Tata group, it offers a wide and diverse portfolio of cars, sports utility vehicles, trucks, buses and defence vehicles to the world.

👉 Growth opportunities
⭐Strong Market Share and Brand Recognition:
They already hold a dominant position in the Indian EV space, controlling nearly 70% of electric passenger vehicle sales
⭐Product Expansion:
Tata Motors is actively introducing new EV models catering to a wider range of price points and body styles.
⭐Focusing on Affordability:
By introducing EVs in the range of ₹8-30 lakh, Tata Motors is targeting the mainstream market segment.

👉Key ratios
⚡Market Cap : ₹ 3,47,500 Cr.
⚡Current Price : ₹ 948
⚡Stock P/E : 10.8
⚡Debt to equity : 1.26
⚡ROCE : 20.1 %
⚡ROE : 49.4 %

👉 Financials
⭐Revenue
⚡Mar-22 : 278,454cr
⚡Mar-23 : 345,967cr
⚡Mar-24 : 437,928cr
⭐PAT
⚡Mar-22: (-11,309)Cr
⚡Mar-23 : 2,690cr
⚡Mar-24 : 31,807cr

👉 Affordable Housing Sector Snap Shot
The affordable housing market in India is projected to grow significantly, with a compound annual growth rate (CAGR) of approximately 19.8%, reaching a value of USD 4.3 billion by 2028.
Government initiatives such as Pradhan Mantri Awas Yojana (PMAY) are offering financial assistance and encouraging the development of affordable housing.
In the fiscal year 2023-24, a substantial number of houses were completed under PMAY.
The rising demand for affordable housing is primarily fueled by rapid urbanization, increasing disposable incomes, and a housing shortage affecting millions of people, particularly in major cities.

2. HUDCO Ltd
Housing & Urban Development Corporation Ltd is primarily engaged in the business of financing housing and urban development activities in the country.

👉 Growth opportunities
⭐Government Schemes: Align with government initiatives like Pradhan Mantri Awas Yojana (PMAY) to cater to the massive demand for affordable housing units.
⭐Tier 2 & Tier 3 Cities: Look beyond metros and target Tier 2 and Tier 3 cities where affordable housing demand is high but financing options are limited.

👉Key ratios
⚡Market Cap : ₹ 53,070 Cr.
⚡Current Price : ₹ 265
⚡Stock P/E : 25.8
⚡Debt to equity : 4.02
⚡ROCE : 8.81 %
⚡ROE : 11.4 %

👉 Financials
⭐ Revenue
⚡Mar-21 : : 7,267cr
⚡Mar-22 : 6,986cr
⚡Mar-23 : 7,082cr
⭐PAT
⚡Mar-21 : 1,578cr
⚡Mar-22 : 1,716cr
⚡Mar-23 : 1,701cr

👉 Water sector snapshot
The Indian water sector presents a lucrative opportunity with an estimated market value of $14 billion and an anticipated 18% annual growth rate, underscoring the importance of investing in infrastructure and solutions. Initiatives such as the Jal Jeevan Mission are prioritizing safe drinking water access for all, while innovative technologies like water ATMs and rainwater harvesting are offering promising solutions for water management and accessibility.

3 Electrosteel casting ltd
Electrosteel Castings is engaged in the business of manufacturing Ductile Iron (DI) Pipes, Ductile Iron Fittings (DIF), Cast Iron (CI) Pipes and produces and supplies Pig Iron.

👉 Growth Opportunites
⭐Government focus on water infrastructure: The Indian government is prioritizing water supply and sanitation projects
⭐Strong existing presence: ESL is a leader in DI pipes and a pioneer in setting up DI pipe plants in India, giving them a well-established reputatio

👉Key ratios
⚡Market Cap : ₹ 10,052 Cr.
⚡Current Price : ₹ 169
⚡Stock P/E : 13.6
⚡ROCE : 16.0 %
⚡ROE : 15.6 %
⚡Debt to equity : 0.46

👉 Financials
⭐ Revenue
⚡Mar-22 : 5,281cr
⚡Mar-23 : 7,276cr
⚡Mar-24 : 7,478cr
⭐ Financials
⚡Mar-22 : 348cr
⚡Mar-23 : 316cr
⚡Mar-24 : 740cr

👉 Tourism Sector Snap Shot
Fast Growing: The tourism industry in India is experiencing rapid growth and is expected to generate revenue exceeding $59 billion by 2028, according to Invest India.
Domestic Boom: Domestic tourism is flourishing, with an estimated 310 million domestic tourist visits projected for 2022, as stated by Invest India.
Rising Inbound Travel: Although foreign tourist arrivals (FTAs) are increasing, the growth rate is not as high as domestic tourism. The government's target is to attract 30.5 million FTAs by 2028.

4. Indian hotels co Ltd
IHCL is one of India’s leading hospitality companies. IHCL and its subsidiaries comprise diversified portfolio across luxury, upscale/upper upscale and lean luxury/midscale segments

👉 Growth opportunities
⭐Spiritual Tourism: IHCL is already a leader in this segment with 66 properties in spiritual destinations and is looking to expand further
⭐Domestic Tourism: Rising income levels within India are driving a surge in domestic travel

👉Key ratios
⚡Market Cap : ₹ 81,613 Cr.
⚡Current Price : ₹ 573
⚡Stock P/E : 64.8
⚡ROCE : 15.3 %
⚡ROE : 14.4 %
⚡Debt to equity : 0.29

👉 Financials
⭐ Revenue
⚡Mar-22 : 3,056cr
⚡Mar-23 : 5,810cr
⚡Mar-24 : 6,769cr
⭐PAT
⚡Mar-22 : (-265)cr
⚡Mar-23 : 1,053cr
⚡Mar-24 : 1,330cr

👉 Railway Sector Snap Shot
The railway system in India is the fourth largest in the world, following the United States, Russia, and China. It has a vast network consisting of 126,366 km of tracks and 7,335 stations.
The system is rapidly expanding, with a record-breaking track laying rate of 14.4 km per day expected in 2022-23.
There is also significant investment being made, with a budget allocation of Rs. 2.40 lakh crore for railway infrastructure improvement in 2023-24.
The Vision 2024 goal is to achieve a freight loading of 2,024 MT by 2024. Additionally, future-oriented projects such as high-speed rail networks and dedicated freight corridors are being implemented to enhance efficiency.

5. RVNL
it is engaged in the business of implementing various types of Rail infrastructure projects assigned by MoR including doubling, gauge conversion, new lines, railway electrification

👉Growth opportunities
⭐Massive Investment Plans: The Indian government is heavily invested in railway infrastructure development
⭐Focus on Dedicated Freight Corridors and High-Speed Rail: These projects require specialized expertise that RVNL possesses, creating substantial growth opportunities

👉Key ratios
⚡Market Cap : ₹ 71,193 Cr.
⚡Current Price : ₹ 341
⚡Stock P/E : 48.7
⚡ROCE : 18.7 %
⚡ROE : 20.4 %
⚡Debt to equity : 0.77

👉 Financials
⭐ Revenue
⚡Mar-22 : 19,382cr
⚡Mar-23 : 20,282cr
⚡Mar-24 : 21,733cr
⭐PAT
⚡Mar-22 : 1,087cr
⚡Mar-23 : 1,268cr
⚡Mar-24 : 1,463cr

👉 natural gas sector snapshot
The government has set a target of increasing the share of natural gas in the energy mix to 15% by 2030, up from the current 6%.
There is also strong growth in the distribution of natural gas for city use, with companies like Adani Total Gas expanding their network of compressed natural gas (CNG) stations.
India's focus on clean energy, including a net-zero target by 2070, could have implications for the natural gas sector, potentially leading to a greater emphasis on cleaner sources of natural gas.

6 IRM Energy ltd
IRM Energy Limited is a gas distribution company involved in developing, operating, and expanding of local natural gas distribution network

👉 Growth opportunities
⭐ Infrastructure Rollout and Expansion: Their focus on aggressively building out their City Gate Stations and pipeline network in Namakkal and Tiruchirappali
⭐Further Acquisitions: They are looking at inorganic growth opportunities, which could involve acquiring existing players in the natural gas distribution market.