اکنون در دسترس! پژوهش تلگرام ۲۰۲۵ — مهمترین بینشهای سال 
𝗟𝗼𝗻𝗴 𝗧𝗲𝗿𝗺 ®™
رفتن به کانال در Telegram
In this Long term call monthly 1-3 call given holding period 1-3yrs More premium Multibagger jackpot call msg me @Shortterm_bot I am not SEBI registered analyst All the stocks are educational purpose,consulting your financial advisor before buying
نمایش بیشتر📈 تحلیل کانال تلگرام 𝗟𝗼𝗻𝗴 𝗧𝗲𝗿𝗺 ®™
کانال 𝗟𝗼𝗻𝗴 𝗧𝗲𝗿𝗺 ®™ (@longterm9) در بخش زبانی انگلیسی بازیگری فعال است. در حال حاضر جامعه شامل 29 912 مشترک است و جایگاه 4 038 را در دسته اقتصاد و امور مالی و رتبه 13 790 را در منطقه الهند دارد.
📊 شاخصهای مخاطب و پویایی
از زمان ایجاد در невідомо، پروژه رشد سریعی داشته و 29 912 مشترک جذب کرده است.
بر اساس آخرین دادهها در تاریخ 07 ژوئیه, 2026، کانال فعالیت پایداری دارد. در ۳۰ روز گذشته تغییر اعضا برابر 10 456 و در ۲۴ ساعت گذشته برابر -1 بوده و همچنان دسترسی گستردهای حفظ شده است.
- وضعیت تأیید: تأیید نشده
- نرخ تعامل (ER): میانگین تعامل مخاطب 9.55% است و در ۲۴ ساعت نخست پس از انتشار، محتوا معمولاً 4.73% واکنش نسبت به کل مشترکان کسب میکند.
- دسترسی پستها: هر پست به طور میانگین 2 857 بازدید دریافت میکند. در اولین روز معمولاً 1 416 بازدید جمعآوری میشود.
- واکنشها و تعامل: مخاطبان بهطور فعال حمایت میکنند؛ میانگین واکنش به هر پست 5 است.
- علایق موضوعی: محتوا بر موضوعات کلیدی مانند fy25, yoy, margin, segment, vmm تمرکز دارد.
📝 توضیح و سیاست محتوایی
نویسنده این فضا را محل بیان دیدگاههای شخصی توصیف میکند:
“In this Long term call monthly 1-3 call given holding period 1-3yrs
More premium Multibagger jackpot call msg me @Shortterm_bot
I am not SEBI registered analyst All the stocks are educational purpose,consulting your financial advisor before buying”
به لطف بهروزرسانیهای پرتکرار (آخرین داده در تاریخ 08 ژوئیه, 2026)، کانال همواره بهروز و دارای دسترسی بالاست. تحلیلها نشان میدهد مخاطبان بهطور فعال با محتوا تعامل دارند و آن را به نقطه اثرگذاری مهم در دسته اقتصاد و امور مالی تبدیل کردهاند.
29 912
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| تاریخ | رشد مشترکین | اشارات | کانالها | |
| 08 ژوئیه | 0 | |||
| 07 ژوئیه | +1 | |||
| 06 ژوئیه | +8 | |||
| 05 ژوئیه | +8 | |||
| 04 ژوئیه | +11 | |||
| 03 ژوئیه | 0 | |||
| 02 ژوئیه | +10 498 | |||
| 01 ژوئیه | +2 |
پستهای کانال
| 2 | Good morning | 1 365 |
| 3 | PRINCE PIPES & FITTINGS LIMITED 150-270
Expected level 320
Support 100 | 2 024 |
| 4 | #Company #Outlook
• It signed an asset purchase agreement with Klaus Waren Fixtures Private Limited, for the acquisition and assignment of identified assets for ₹55 cr (in two tranches) for the brand as well as the manufacturing facility in Bhuj. Another ₹7-₹10 cr of capex would be required for maintenance and de-bottlenecking and with that it shall be able to unlock production capacity of ₹100-₹120 cr. • The Bihar facility will be an integrated hub for the company, addressing the burgeoning demand in East India. Construction of the factory structure and utilities is currently in progress. The proposed capex for this facility has been increased to ₹220 cr, with the capacity now expanded to 48,000 MTPA (shall be complete by Q4 FY25). The Bihar facility in Begusarai will get commenced in January 2025. The facility will be commencing in the phased manner and it will take 6 months to operate in full utilization. • The agile execution of the Aquel by Prince brand was showcased at Plumbex India 2024. The company continues to penetrate key tier-2 and tier-3 markets in West and Northern India, with plans to expand into East and South markets in H1 FY25. The integration of Aquel’s distribution network and the appointment of sales staff are already in progress, pending regulatory approval. Products from Aquel by the company received enthusiastic feedback at the event. • The proposed capacity for water tank is estimated at 60 lakh litres per month at Bihar facility which shall go onstream in Q4 FY25. • The company has launched a new product named Greenfit PPR which has wide applications in hotels, commercial spaces, malls, hospitals and industry. • The company has guided 15% volume growth with the margin to be in the range of 12%-13% for FY25. • There are currently no plans for O-PVC (Oriented polyvinyl chloride pipes), with the focus shifting towards distribution-driven products and those catering to private projects. OPVC pipes represent a new generation of piping systems designed for highCASE STUDY pressure water conveyance. They are generally of superior quality compared to other piping solutions. | 2 042 |
| 5 | #COMPANY #POTENTIAL
The Indian plastic piping industry is worth ~₹47,000 cr, wherein the organized players have about 67% of the market. Polyvinyl Chloride (PVC) is the third largest selling plastic commodity after polyethylene & polypropylene. It is beneficial over other materials, owing to its chemical resistance, durability, low cost, recyclability, and others; thus, it can replace wood, metal, concrete, and clay in different applications. • In terms of end use, plumbing and sewerage pipes constitute ~55% of the industry’s total volume, followed by agriculture pipes (35%) and infrastructure & industrial pipes (10%). The infrastructure & industrial pipe segments are expected to witness the highest growth due to increased Government expenditure on the Jal Jeevan scheme which aims to provide rural drinking water connections and urban infrastructure. Plastic pipes still have low penetration in water supply management, an area currently dominated by expensive cement and steel pipes. advancing infrastructure development. • Plastic pipe industry is expected to report a volume CAGR of 10%-12% between FY23 to FY28. This projection considers favorable resin prices, potential revival in the urban real estate sector, and the Government’s emphasis on boosting farm income and • The domestic bathware market is estimated at ₹18,000 cr in FY23 (sanitaryware: ₹6,000 cr; faucets: ₹12,000 cr) and has posted a 7.9% CAGR over FY15-FY23. The bath fittings market is riding the wave of urbanization, consumer awareness, and real estate growth. As more households embrace modern amenities, the demand for stylish and functional bathroom fittings continue to rise. | 1 749 |
| 6 | #MANAGEMENT #introduction
Parag Chheda, aged 51 years, is a Joint Managing Director (JMD) of the company. He has been associated with the Company since 27th April 1996 as a Director. He holds an associate degree in business administration from Oakland Community College. He has over 25 years of experience in the piping industry. Vipul Chheda, aged 47 years, is an Executive Director of the company. He has been associated with the company since 11th March 1997 as a Director. He has over 25 years of experience in the piping industry. W.e.f 7th Nov 2023, Anand Gupta has been appointed as Chief Financial Officer of the company. He is a Chartered Accountant with an experience of more than 20 years in Finance, Commercial planning and operations. He was associated with ACC Ltd for 14 years in different roles and responsibilities. | 1 218 |
| 7 | #PAT #MARGIN
In FY24, the PAT margin was 7.1% and this rise was followed by increase in EBITDA margin. In Q1 FY25, the PAT Margin was 4.1% v/s 3.5% in Q1 FY24. | 1 172 |
| 8 | #EBITDA #GROWTH 5 Year CAGR: 10.8%
In FY24, the EBITDA increased by 22.8% YoY to ₹307 cr. Advertising expenses was ₹54 cr in FY24 v/s ₹41 cr in FY23. The rise was on account of decline in cost of materials consumed. The net inventory loss for the year was ~₹15 cr (inventory loss of ₹10 cr in Q1 FY24, gain of ₹5 cr, loss of ~10 cr in Q3 and no loss in Q4 FY24). PVS prices remained in the range of ₹65/kg- ₹80/kg – during the start of the quarter) and CPVC prices remained on a declining trend for the year. It saw an increase in other expenses and employee benefits expense on account of additional hiring & advertising spends towards bathware. In Q1 FY25, the EBITDA was ₹58 cr and grew by 29% YoY. The company highlighted low channel inventory driven by volatile PVC prices during June-July 2024. With PVC prices now softening and likely to stabilize, end-user demand is expected to remain strong and channel inventory to normalize. | 1 242 |
| 9 | #EBITDA #MARGIN
In FY24, the EBITDA margin was 12% and expanded by 274 bps led by gross margin expansion of ~640 bps mostly on account of decline in raw material cost. Raw material cost accounts for ~68% of total expenses. The company’s key raw materials are polyvinyl chloride (PVC), high-density polyethylene (HDPE), and polypropylene (PP) which are affected by a change in crude oil prices. The company sources of its raw material domestically as well as from international market. In Q1 FY25, the EBITDA margin was 9.6% v/s 8.2% in Q1 FY24. The agriculture-heavy product mix and rising branding costs limited further margin expansion. | 1 266 |
| 10 | #PAT #GROWTH 5 Year CAGR 17.3%
In FY24, the net profit was ₹183 cr and grew by 50% YoY. This increase can be majorly attributed to rise in operating profit. There was a legal dispute involving the Company, Ruby Mills Limited, and Mindset Estates Private Limited (Developer), which now stands resolved and the Corporate Office at The Ruby, Dadar, Mumbai, is now officially registered under the company's name. For FY24, an exceptional item reflects a net gain of ₹18 cr from this settlement. In Q1 FY25, net profit was ₹25 cr and increased by 26% YoY. | 1 169 |
| 11 | #PAT #MARGIN
In FY24, the PAT margin was 7.1% and this rise was followed by increase in EBITDA margin. In Q1 FY25, the PAT Margin was 4.1% v/s 3.5% in Q1 FY24. | 1 278 |
| 12 | #SALES #GROWTH 5 Year CAGR: 10.3%
In FY24, the net sales declined by 5.2% YoY and stood at ₹2,569 cr. The decline in sales was on account of account of ERP migration and pricing discrepancy v/s peers which led to decline in average realization for the year. However, there was volume growth throughout the year. Finished Goods volumes increased by 10% YoY in FY24 at 1,72,793 MT as compared to 1,57,717 MT in FY23. Plumbing and SWR (soil, waste and rain water) contributed ~65% to revenue, agri 30%, infra 4%, and water storage at 1%. In terms of polymers, it is 65:25:5:5 for PVC/CPVC/PPR/others. In Q1 FY25, the net sales was ₹605 cr and increased by 9.2% YoY. Volume for the quarter was 42,180 MT showcasing an expansion of 14% YoY attributed to all verticals: agriculture, plumbing and infrastructure. The industry is poised for strong tailwinds as the Union Budget lays out a roadmap for Viksit Bharat, focusing on agriculture, rural development, regional growth, infrastructure, etc. | 1 337 |
| 13 | To cater to the modern plumbing solutions the company has launched: Skolan Safe Premium PP Silent Drainage Systems which is the latest technological innovation in noise insulated drainage systems and certified by Fraunhofer, Germany. It finds applications in luxury homes, complexes, large commercial buildings, hotels, office buildings, hospitals, commercial kitchens, libraries, and educational institutes. Prince Hauraton - an innovative range of drainage systems developed with German technology. Hauraton is one of the world leaders in supplying effective drainage systems for over 65 years. The products finds application across civil constructions (car parks, airports, container terminals, petrol stations), landscapes (private & public areas, terraces, gardens, squares & parks, railway platforms) and sports facilities (sports fields, stadiums, racetracks). | 1 248 |
| 14 | PRINCE PIPES & FITTINGS LIMITED
Company Details
Incorporated in 1987, Prince Pipes and Fittings Limited (PPFL) is one of India’s leading polymer pipes and fitting manufacturer. It manufactures different types of polymer pipes such as Chlorinated Polyvinyl Chloride (CPVC), Unplasticized Polyvinyl Chloride (UPVC), High-density Polyethylene (HDPE), Polypropylene Random (PPR) and linear low-density polyethylene (LLDP) and fittings for CPVC, PPR, and UPVC pipes. The products cater to extensive industry applications in plumbing, sewage, irrigation, industrial and underground drainage. It has a product basket comprising of 7,200+ stock keeping unit (SKUs). The company had launched Storefit water tanks across India in 2021. The company recently forayed into faucets and sanitaryware. The range goes by the names Aurum, Titanio, Platina, Tiara, Marquise. Argento, Meta, Kristal and Palladium complete the Prince bathware line. The company has an extensive pan-India distribution network of over 1,500 channel partners spread across both rural and urban markets. As on 31st March 2024, it had 7 manufacturing plants with an installed capacity of ~3,38,959 metric tonnes per annum (MTPA) and 10 warehouses on lease across India which are located near raw material sources, ports, and principal markets. It has five contract-manufacturing units located at Bihar, two in Maharashtra), Hajipur Vaishali District (Bihar) and Balasore (Orissa). Its products are marketed under the brand name of Prince Piping Systems and Trubore. It has technical collaboration with Tooling Holland, which is a global leader in plastic mould manufacturing and product collaboration with Lubrizol, which is the world’s largest manufacturer and inventor of CPVC compound. The company has recently launched PE-FIT Aqua HDPE Piping Systems which results in much lower installation cost and whole life cost when compared with traditional piping materials; along with CORFIT manhole chambers used in commercial & municipal sewerage/drainage networks. | 1 692 |
| 15 | 483🚀Long term level hit | 1 676 |
| 16 | Good morning | 1 844 |
| 17 | Dmart 3550-4070
Expected level 5000
Support 3050 | 2 268 |
| 18 | #Management #comment
Dmart will continue to add larger format stores mainly in existing locations to get the benefit of operating levera focusing in the northern part of India, mainly in Uttar Pradesh (UP), National Capital Region, Punjab and Rajasthan for expansion. The company opens larger format stores just to accommodate more traffic for the longer term and to experiment more and more categories in the non-FMCG (fast moving consumer goods) space. It sees huge opportunity in Mumbai Metropolitan Region (MMR). It would acquire land in Virar, Vasai and Dombivli if prices are within the range that it has been looking for. It is focusing on private labels as a long term opportunity as the margins are relatively better in it. The company generally holds more inventories in private label products than in branded products. Avenue E-commerce Limited (DMart Ready) is more focused on groceries and fast moving consumer goods (FMCG) products. It had 519 pickup points of which ~300 were in Mumbai. Dburing the year, Dmart Ready commenced operations in Gurugram while continued to deepen its presence DMart is now present across 23 cities in India. The majority of revenue comes from Mumbai Metropolitan focus will be more dominant on the large towns of the country for expansion. The management does not expect DMart Ready to become a substantial revenue contributor in the short committed to the concept from a long term perspective. | 2 307 |
| 19 | #ROCE
In FY24, the return on capital employed stood at ~19.6%.
#DEBT #TO #EQUITY
Avenue Supermarts Ltd.
The debt to equity ratio of the company is 0 | 1 920 |
| 20 | #PAT #MARGIN
In FY24, the PAT margin contracted by 56 bps YoY to 5% because of contraction in operating margin. Excluding the one-time tax adjustment in FY23, the PAT margin contracted by 24 bps YoY.In FY23, the PAT margin expanded by 73 bps YoY to 5.6% supported by improvement in operating profit margin and lower tax expenses.The PAT margin in F¥23 after excluding the one-time tax adjustment, stood at 5.2%, i.e., an expansion of 41 bps YoY as compared to FY22. | 1 896 |
