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🚢Budget 2025: ₹25,000 Cr Maritime Development Fund – A Game Changer for India’s Shipping & Ports!
🚢List of Companies that could benefit from this initiative
[A thread...]🧵👇 x.com

1️⃣ What is the Maritime Development Fund (MDF)?
🔹A dedicated financing vehicle to support ports, shipping, and logistics.
🔹Will provide long-term capital for infrastructure development.
🔹Aims to enhance India's global competitiveness in maritime trade.

2️⃣ Why is this Important?
🔹India's maritime sector handles 95% of trade by volume.
🔹Need for modern ports, shipbuilding, and green shipping solutions.
🔹Helps achieve PM Gati Shakti's multimodal connectivity goals.

3️⃣ Key Beneficiaries of MDF
✅ Port operators (Major & Private Ports)
✅ Shipbuilders & repair companies
✅ Coastal & inland waterway transport players
✅ Logistics and supply chain firms

4️⃣ Growth Sectors That Will Benefit
🔹Port Modernization: Expanding cargo handling capacity
🔹Shipbuilding: Boosting India’s domestic ship production
🔹Green Shipping: Incentives for LNG & hydrogen-powered vessels
🔹Inland Waterways: Strengthening river transport

5⃣ Strategic Maritime Vision
🔹Aligns with PM Maritime Vision 2030
🔹Strengthens India's position as a global maritime hub
🔹Encourages private investments in port infrastructure

6⃣Global Context
🔹Competes with China’s aggressive port expansion
🔹Enhances India's role in global trade routes
🔹Strengthens India’s ‘Blue Economy’ growth

✍️Here are the listed companies involved in Maritime and Shipbuilding:
✍️Mazagon Dock Shipbuilders Ltd:
🔹OPM: 21.0%
🔹ROCE: 44.2%
🔹EVEBITDA: 22.8
🔹Profit Growth: 93.7%
🔹3 Years Sales Growth: 32.7% x.com

✍️Garden Reach Shipbuilders & Engineers Ltd:
🔹OPM: 6.44%
🔹ROCE: 27.4%
🔹EVEBITDA: 24.4
🔹Profit Growth: 39.1%
🔹3 Years Sales Growth: 46.6% x.com

✍️Cochin Shipyard Ltd:
🔹OPM: 24.1%
🔹ROCE: 21.6%
🔹EVEBITDA: 26.8
🔹Profit Growth: 112%
🔹3 Years Sales Growth: 8.95% x.com

✍️Shipping Corporation of India Ltd:
🔹OPM: 32.7%
🔹ROCE: 7.43%
🔹EVEBITDA: 5.18
🔹Profit Growth: 26.1%
🔹3 Years Sales Growth: 10.9% x.com

✍️Great Eastern Shipping Company Ltd:
🔹OPM: 55.6%
🔹ROCE: 18.5%
🔹EVEBITDA: 2.77
🔹Profit Growth: 18.8%
🔹3 Years Sales Growth: 16.4% x.com

✍️Knowledge Marine & Engineering Works Ltd:
🔹OPM: 33.2%
🔹ROCE: 24.0%
🔹EVEBITDA: 41.8
🔹Profit Growth: -32.6%
🔹3 Years Sales Growth: 70.0% x.com

✍️VMS Industries Ltd:
🔹OPM: 1.78%
🔹ROCE: 11.7%
🔹EVEBITDA: 7.44
🔹Profit Growth: 45.6%
🔹3 Years Sales Growth: 20.2% x.com

✍️Adani Ports & Special Economic Zone Ltd:
🔹OPM: 60.2%
🔹ROCE: 12.9%
🔹EVEBITDA: 14.6
🔹Profit Growth: 26.5%
🔹3 Years Sales Growth: 28.6% x.com

✍️JSW Infrastructure Ltd:
🔹OPM: 51.4%
🔹ROCE: 16.4%
🔹EVEBITDA: 21.7
🔹Profit Growth: 17.4%
🔹3 Years Sales Growth: 32.9% x.com

✍️Gujarat Pipavav Port Ltd:
🔹OPM: 60.2%
🔹ROCE: 24.8%
🔹EVEBITDA: 9.33
🔹Profit Growth: 15.6%
🔹3 Years Sales Growth: 10.5% x.com

The ₹25,000 Cr MDF is a game-changer for India’s maritime sector! 🌊 Expect significant investments, infrastructure growth, and market opportunities in the coming years. Which stocks do you think will benefit the most? Drop your thoughts below! 👇💬

⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purposes only.

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