Friday , December 27 2024

Sensex will close above 83000 at 83777 in the new week.

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Mumbai: Geopolitical tensions and China’s economic challenges again had a negative impact on global markets last week. Amid tensions over Syria, Biden left the challenge of Ukraine-Russia war to Donald Trump to maintain a state of war in the world and allowed Ukraine to use missiles and other dangerous weapons against Russia, which had a negative impact on America. Has had an impact. Global market. , On the other hand, while China remains under pressure from insufficient stimulus despite its efforts to overcome economic challenges, global markets remained supportive of China in the last days of last week amid uncertainty over the possibility of these challenges increasing due to Trump’s preparations. Are. To take the helm. However, V-SEAP has seen a recovery after the initial shock in the Indian stock markets. The reason for which has been attributed to FPI purchases by foreign portfolio investors. Foreign funds have become buyers of shares. In that too, preferential buying of shares has been seen in the hope that America’s tough stance towards China will benefit India and encourage new foreign investment in industries. Now, in the event of no major geopolitical stressors or other political turmoil on the global front, the rally in stocks could become more vigorous ahead of the Christmas holidays, with the start of the NAV game in December. Among the factors, next week Nifty can be seen at spot 24555 support level 25275 in case it closes above 25025 and Sensex 81333 support level at 83777 in case it closes above 83000.

In Arjun’s eyes:

ADC India Communications Limited.

Listed only on BSE (523411) (Currently under T Group of Trade to Trade), Rs 10 Paid-Up, ISO 9001:2015, ISO 14001:2015, ISO 45001:2015 Certified, ADC India Communications Limited, Previously Promoted by Kroner Germany and Comsocpe The merged company was initially named KroneCommunications. Was limited. Now known as ADC India Communications Limited, the company is headquartered in Bangalore. The company has ISO 9001 certified manufacturing facilities at Pinya Industrial Area-Bangalore. The company offers a full range of products from a world-leading copper and fiber portfolio to its customers located in the Indian subcontinent.

ADC India is a leader in providing communication network infrastructure. The company’s products and services support the next generation of migration of its customers. ADCs play a critical role in providing dynamic video, data, voice and wireless services to their customers and enabling the networks required by telecommunications service providers, enterprises and increasingly as infrastructure providers. Communication service providers around the world are rapidly migrating to next generation networks to be able to reliably deliver broadband services to any device, anytime, anywhere, and to meet the challenge of transmission High speed enterprise networks and data centers are also being built and storage. The need for ubiquitous access, scalable bandwidth and strong, reliable connectivity isn’t just for the carrier, cable company or enterprise. Relying on ADC’s network infrastructure expertise helps businesses and consumers design tailored high-speed wired network deployments while offering dynamic video, data and voice.

Company Products: Company products include Structured Cabling Solutions, Data Center Solutions, Fiber Plug and Play Solutions, LAN Solutions, Solutions for Wireless Service Providers, Next Generation Networks, Central Office Solutions, FTTX and OSP Solutions, Data Connectivity Solutions, Wireless products included. Wireless specs sheet included.

Sales by products: In FY2023, the company projects 60 per cent of its total sales to be derived from cables, 24 per cent from connectors and patch cords, three per cent from telecom products-connectors, accessories, one per cent from patch cords and 12 per cent from others.

Book Value: Rs 93 in March 2021, Rs 109 in March 2022, Rs 113 in March 2023, Rs 154 in March 2024, potentially Rs 225 in March 2025

Dividend: 20% in March 2020, 25% in March 2021, 140% in March 2022, 40% in March 2023 and 300% in March 2024

Full Year Earnings per Share-EPS: March 2021 Rs 7.88, March 2022 Rs 18.44, March 2023 Rs 17.77, March 2024 Rs 44.97, Expected March 2025 Rs 71

Shareholding pattern: Promoter CommScope Technologies LLC-United States holds 72.02 per cent, HNIs, corporate bodies hold 2.82 per cent and retail individual shareholders up to Rs 2 lakh hold 21.72 per cent.

financial result:

(1) Full year April 2023 to March 2024: Net profit margin-NPM of 11.43 per cent on net income of Rs 181 crore and net profit of Rs 20.68 crore and earnings per share-EPS of Rs 45.

(2) Q1 April 2024 to June 2024: Net income up 11.13% to Rs 49 crore, compared to loss of Rs 9 lakh in the same period last year, net profit this time at Rs 6.96 crore Earnings per share-EPS Rs 15.13 achieved.

(3) Q2 July 2024 to September 2024: Net income increased by 6.50 per cent to Rs 51.87 crore, net profit margin-NPM increased by 16.81 per cent, net profit increased by 17 per cent to Rs 8.72 crore. Earnings per share – EPS stood at Rs. have achieved. 18.96.

(4) H1 April 2024 to September 2024: Net income up 8.71 per cent to Rs 101.39 crore, Net profit margin-NPM up 15.42 per cent, Net profit up 113 per cent to Rs 15.64 crore, Half year earnings per share – EPS is Earned Rs 34.9.

(5) Expected H2 October 2024 to March 2025: Expected Net Income of Rs 105 crore and Net Profit Margin-NPM of 16.19 per cent Expected Net Profit of Rs 17 crore Expected Half Yearly Earnings per Share-EPS of Rs 36.91.

(6) Expected Full Year April 2024 to March 2025: Expected Net Income Rs. 207 Crore Expected Net Profit Margin-NPM 15.77% Expected Net Profit Rs. 32.64 crores recorded full year earnings per share – EPS Rs 71. Is expected.

Thus (1) The author has no investment in the shares of the above company. Authors may have direct or indirect personal vested interests in research sources. Consult a qualified investment financial advisor before making any investment decisions. The author, Gujarat Samachar or any other person will not be responsible for any possible loss on investment. (2) Astra Microwave is getting a P/E of 60, Avantel is getting a P/E of 65, Tejas Networks is getting a P/E of 51, Valeant Communications is getting a P/E of 40 and ADC promoted by CommScope has a P/E of 55 for the overall Telecom Equipment Industry Connectivity LLC of America India Communications Limited (formerly). Called Krone Communications Limited) is available on BSE at only Rs 1770 at P/E of 25, with estimated earnings per share of Rs 71 and estimated book value of Rs 225 for the expected full year April 2024 to March 2025.