MONEY TIMES TALK

MAY 11, 2024

Shri Bajrang Alliance is a pioneer in frozen food under the brand GOELD.
It caters to Jubliant Foods, KFC and Lulu Group for exports. It partners with
Nestle India to manufacture several food items and posted 9M PAT of Rs.27.56
cr. and EPS of Rs.30. It is now available at very attractive valuations. Buy for
multi-bagger gains.

Andhra Petrochemicals’ Q3 NP grew 923% to Rs.9.82 cr. from Rs.0.96 cr. YoY.
It is the largest manufacturer of Oxo alcohols and its Normal & Iso Butanol
cater to various segments. Its tie-up with GAIL for Natural Gas will lower
production cost & boost its bottom-line. Buy for hefty gains.

Shemaroo Entertainment’s huge library of titles in over 10 languages has

7000+ hours of content. With 4 broadcasting channels has 4+ bn. viewers
across YouTube and Facebook, it is available at a Mkt.Cap of just Rs.425 cr. Its
peers Saregama & Tips have given multibagger returns. Add.

Power and Instrumentation Gujarat Ltd. (PIGL) to undertake 132KV

transmission in Ranchi and an AIIB project in Assam while exploring
opportunities in reactor power components and renewable energy to minimize
power losses & improve grid efficiency.
PIGL bags order of Rs. 20.93 cr., to develop a substation at Sardar Vallabhbhai
International Airport, Ahmedabad managed by the Adani Group.

QMS Medical Allied Services, which promotes diagnostic and other medical
devices, has served 2 lakh patients through 25000 programmes and anticipates
45% growth in FY25.

Tata Technologies and the BMW Group to collaborate and develop

Automotive Software & Business IT solutions. Its FY24 sales grew 15.9% and
PBT rose 17.1%. Buy for long term.