Logistics Real Estate Market Global Industry, Size, Share, Growth, Trends Analysis and Forecast 2020 – 2024. By anita@orbisresearch.com on April 30, 2020.

I want to invest in small-cap and mid-cap stocks in India for long term. What are some good small-cap and mid-cap stocks with long term potential?

The Above shown is the list of some of the investment made by me in the companies back 3–4 years. the reason for showing them at the top is not that i want to show off the kind of returns i have made over the period but to clearly state that out there are large number of multibagger ideas available but one needs to have extreme faith and patience while investing.

Investing is a long term process. fruits dont grow in a day. The basic perception of the people to earn a lot in the short term is very incorrect. Below is the list of some of the ideas that i have recently recommended in the group DARKHORSESTOCKS AND INCOGNITOSTOCKS which if you wish to join can find the instructions at the end of the answer . Also the ideas provided here are from the past , however one would need to join the group to find more such latest recommendations.

1. NATIONAL FERTILIZERS LTD

UPSIDE POTENTIAL – **(RECOMMENDED IN THE GROUP)**

ABOUT-

NFL, a Schedule ‘A’ & a Mini Ratna (Category-I) Company, having its registered office at New Delhi was incorporated on 23rd August 1974. It has an authorized capital of Rs. 1000 crore and a paid up capital of Rs. 490.58 crore out of which Government of India’s share is 74.71%, 16.95% share belongs to various financial instutions such as LIC, GENERAL INSURANCE ,THE NEW INDIA INSURANCE, SBI ETC which leaves only 8.34% share available for the Public Holding.

Manufacturing Plants

NFL has five gas based Ammonia-Urea plants viz. Nangal & Bathinda plants in Punjab, Panipat plant in Haryana and two plants at Vijaipur at District Guna, in Madhya Pradesh. The Panipat, Bathinda & Nangal plants were revamped for feed stock conversion from Fuel Oil to Natural Gas, an eco-friendly fuel during 2012-13 / 2013-14. Vijaipur plants of the company were also revamped for energy savings & capacity enhancement during 2012-13, thus increasing its total annual capacity from 20.66 LMT from 17.29 LMT, an increase of 20%. The company currently has a total annual installed capacity of 35.68 LMT (Re-assessed capacity of 32.31 LMT) & is the 2nd largest producer of Urea in the country with a share of about 16% of total Urea production in the country.

Company has a Bio-Fertilizers Plant at Vijaipur with a capacity of 600 tonnes of solid & liquid Bio-Fertilizers to produce three strains of Bio-Fertilizers viz. PSB, Rhizobium and Azotobacter are produced.

Products

NFL is engaged in manufacturing and marketing of Neem Coated Urea, three strains of Bio-Fertilizers (solid & liquid) and other allied Industrial products like Ammonia, Nitric Acid, Ammonium Nitrate, Sodium Nitrite and Sodium Nitrate. The brand name of the company is popularly known in the market as ‘KISAN’.

The company has also started production of certified seeds under its Seeds Multiplication Program for sale under its own brand name as Kisan Beej.

New Investments

—- Setting up a Bentonite Sulphur Plant of 25000 MTPA capacity at Panipat Unit with a cost of Rs. 42 crore which is expected to be commissioned by December 2017.

—- Exploring setting up an 8000 MTPA plant to manufacture Murate of Potash (MoP) from subsoil bitterns at Little Rann of Kutch

—- Setting up Di-nitrogen Tetroxide (N2O4) plant at Vijaipur Unit on Built Own Operate & Supply basis (BOOS) for ISRO

—- R&D initiative with M/s IARI, New Delhi to design & develop an applicator & logistic arrangement for application of Urea Ammonia Nitrate (UAN) which is envisaged to be manufactured at Nangal Unit.

Besides above, the company is also envisaging the following investments:

—- Construction of Natural draft prilling towers at Panipat & Bathinda Units to improve Urea prill size with estimated cost of Rs. 90 crore (Rs. 45 crore each for Panipat & Bathinda Unit).

—- Agro Chemical plant at Bathinda for production of farm insecticides

—- Di-Ammonium Phosphate (DAP) plant of 10 LMT per annum along with Phosphoric Acid Plant in Algeria under buy back arrangement & in Joint Venture mode with GSFC, RCF and NMDC.

Joint venture

NFL in collaboration with M/s EIL and M/s FCIL has formed a Joint Venture (JV) Company as Ramagundam Fertilizers & Chemicals Limited (RFCL) to revive the old FCIL plant at Ramagundam. The equity participation in the joint venture is 26% each by NFL & EIL and 11% of FCIL. This plant shall have the annual Urea capacity of 12.71 LMT. The zero date of the project is 25th September 2015 and is scheduled to be completed within 36 months from the zero date. The project is in progress.

FROM THE ABOVE RESEARCH REPORT PROVIDED BY INVESTMENT IMPERATIVE THE TARGET PRICE PROVIDED IS 111 Rs”

CONSIDERING THE CURRENT MARKET PRICE, NFL HAS UPSIDE POTENTIAL OF %.

SOURCE-National Fertilizers Limited

2. NAGARJUNA CONSTRUCTION LIMITED

PLEASE NOTE THAT THIS COMPANY WAS RECOMMENDED BEFORE 2 MONTHS AT 90 RS WHICH IS UP OVER ALMOST 35%. FOR LATEST IDEAS ONE WOULD NEED TO JOIN THE GROUP.

NCC LTD

CMP-90

NCC is one of the largest construction players in India and undertakes civil construction in segments such as transportation, water & irrigation, buildings, power, transmission and distribution. The company has ventured into railways, oil & gas, and metals and has also entered the Middle East where it currently undertakes works in roads, buildings, and water segments. NCC is also one of the large players in the asset development space, with a portfolio of road and power assets. It also has a land bank of 529 acres spread across Hyderabad, Bangalore and Chennai.

NCC is a well diversified player in the construction space. Given that NCC has built capabilities across various verticals of infrastructure, a slowdown in one vertical will not deter its growth as it can always take orders in other verticals. NCC also has a portfolio of 6 BOT projects—five roads and one power projects. These projects are expected to be value accretive in the long term. Moreover NCC has a sizeable land bank spread across Hyderabad, Bangalore, Chennai, etc. Even though the company has put on hold its development plans due to soft real estate market, these land holdings are expected to result in significant value accretion as and when the real estate market improves.

Targeting robust order accretion

The company won ~INR92bn orders in FY17 and is targeting ~INR100bn order intake in FY18. NCC ended FY17 with order book of ~INR181bn. It is L1 in orders worth INR20bn.

NCC’s top line growth, over the past couple of years, has been muted due to order book constraints. We believe, improving order intake prospects will bolster growth going ahead.

Outlook and valuations:

Order inflow key; maintain ‘BUY’

Healthy balance sheet, falling interest cost and strong order intake prospects are key positives. We believe, order intake (which will determine revenue visibility) will be a key trigger going ahead. We maintain ‘BUY’ with SoTP-based target price of INR121 —INR120/share from EPC business (18x FY19E P/E) and balance from BOT projects

HOLDINGS

Promoter- 19.57%

Public

REKHA JHUNJHUNWALA 8.11%

RAKESH JHUNJHUNWALA 2.09%

ICICI PRUDENTIAL MIDCAP FUND- 2.72%

DSP BLACKROCK BALANCED FUND-2.82%

GOVERMENT PENSION FUND GLOBAL-4.67%

AZIM PREMJI TRUST-2.47%

HDFC STANDARD LIFE INSURANCE-1.46%

AND MANY MORE FUNDS.

3. NELCAST-

PLEASE NOTE NELCAST WAS RECOMMENDED AT 83 RS BEFORE 15 DAYS WHICH IS UP OVER ALMOST 25% . PLEASE JOIN THE GROUP FOR LATEST RECOMMENDATION IDEAS.

CMP-83

Nelcast, promoted by P.Radhakrishna Reddy, is a TS 16949 accredited organization. Established in 1985, Nelcast has since been a significant and diligent participant in the ferrous casting industry, producing superior quality castings for many industries. Today, Nelcast is one of India’s largest suppliers of the finest ductile iron and grey iron castings ranging from 0.5 Kg to 260 Kg in weight.

The product range includes around 200 items in SG (Spheroidal Graphite) Iron Castings and grey iron castings. Cylinder blocks, rear hubs, spring shackle, brackets, and exhaust manifolds manufactured by the company are used in heavy commercial vehicles (HCVs) and tractors.

Nelcast Inc, the wholly owned subsidiary in the US, was formed to tap export opportunities.

The company has two divisions namely foundry and machining.

Nelcast is one of the largest in the Indian foundry industry. It has a very focused production process that caters to the critical parameters needed to produce a technologically superior casting component. Equipped with the most advanced technologies in new product development, melting, moulding, core making and quality control, Nelcast takes every step necessary to creating exceptional castings.

In a quest to move its products up the value chain and satisfy customers demand for finished components, Nelcast is upgrading its machine shop into a state-of-the-art machining facility.

List of clients-: The company has been receiving continuous support from its customers like Tata Motors, Ashok Leyland, TAFE, Eicher Tractors (TMTL), Mahindra & Mahindra, Volvo-Eicher Commercial Vehicles, SAME Tractors, Escorts Tractors, Sonalika Tractors (ITL), Daimler India, Ashok Leyland John Deere, Caterpillar, etc., from Tier I customers like Automotive Axles, American Axles, Dana, Rane Madras, Rane-TRW, ZF India, Simpson & Co., etc., and export customers like Meritor and ZF Industries. The company is closely working with all customers in terms of new product development, improvement in quality & delivery performance etc., to meet their expectations

THE ABOVE MENTIONED COMPANIES ARE SOME OF THE COMPANIES RECOMMENDED LATELY . TO FIND MORE OF THE COMPANIES PLEASE ALSO CHECK SOME OF THE OTHER IDEAS WHERE I HAVE RECOMMENDED SOME MORE COMPANIES.

ALSO JOIN THE GROUP IN WHICH EVERY SUNDAY ONE COMPANY SUGGESTION IS PROVIDED AS DARKHORSE PICK FOR WHICH THE UPSIDE POTENTIAL IS 35%.

LIST OF SOME IDEAS RECOMMENDED IN PAST 1 YEAR.

YES YOU CAN FIND ALL SUCH RECOMMENDATIONS IN THE GROUP.

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