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Is Jindal Stainless a durable product for long-term investment like its own stainless steel?

We are all familiar with the reasons behind the widespread popularity of stainless steel, predominantly due to its exceptional durability and effortless upkeep.

Lets analyze if India’s premier stainless steel manufacturing company, Jindal Stainless ltd., is as sustainable and as enduring an entity as its own products;

Above is a snippet from JSL’s annual report

  1. JSL is one of the very few companies with a Diverse Product Range catering to a wide array of industries such as automotive, railways, transportation, infrastructure, consumer durable, banks, and more.
  2. Due to its wide portfolio range, it benefits from government initiatives in various sectors it caters to.
  3. In the 2024 budget, Indian Government announced that it would exempt customs duty on 25 critical minerals including nickel, copper, cobalt, silicon, and molybdenum, which are among its primary raw materials.
  4. Company imports around 35%-40% of its raw material, primarily comprising stainless steel scrap and nickel. However, it procures 90% of its inputs from recycled scrap.
  5. Co.’s Strategic collaborations in Indonesia to invest in Nickel Pig Iron (a major raw material), developing as well as operating stainless steel melt shop made it the first ever Indian Company to do so.
  6. Its recent association with  JBM Auto Ltd, India’s leading electric bus manufacturer, to produce over 500 energy-efficient and lightweight stainless steel electric buses , promoting sustainable transportation solutions.
  7. Company predominantly serves the domestic market, thus mitigating direct exposure to the current geopolitical tensions.
  8. India’s stainless steel consumption has shown a compound annual growth rate (CAGR) of approximately 7–7.5%, indicating a steady and significant increase in the demand for stainless steel in the coming years.

FY 24 financial highlight:

Sales Volume (tonnes)Net Revenue (INR crore)EBITDA (INR crore)PAT (INR crore)
21,74,61038,3564,0362,531
23% increase9% increase13% YoY growth26% YoY growth

Seems like there is a considerable journey ahead for the company, and one has the opportunity to ride along with it…

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Keeping The World in Motion: Amara Raja

Batteries are crucial for industries in India to power equipment and machinery, from small devices to large machinery, providing backup power during outages and preventing downtime. They are also used in renewable energy systems like solar power plants to store energy.

Amara Raja Energy & Mobility Limited (ARE&M), the flagship company of Amara Raja Group, is the technology leader and one of the largest manufacturers of lead acid batteries for industrial and automotive applications in India’s storage battery industry;

Industrial Batteries

Automotive Batteries

Li-ion Batteries

Despite concerns over economic conditions, the battery market size is expected to reach USD 15.65 billion by 2029, growing at a CAGR of 16.80% during the forecast period (2024-2029)

Government initiatives, including the ₹ 20 lakh crore special economic package, are geared towards strengthening the automotive manufacturing ecosystem. The Product Linked Incentive scheme, with an outlay of $3.5 billion, offers up to 18% financial incentives to boost advanced automotive technology manufacturing domestically.

Despite facing significant inflationary pressure and a downturn in overall industrial capital expenditure, the company has successfully established its unique presence in both the Domestic and Global Markets.

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Hello! Who is helping to “Connect With Us”??

Digital Communication market in India continues to be one of the largest and fastest growing industry across the globe..

Have you ever taken notice of what contributes to your digitally seamless communication, be it formal or informal?

Well, there are multiple technical support personnel involved to facilitate a seamless, transparent, and secure communication process.

Lets talk about an important one….

CPaaS service providers have a high market potential due to the increasing demand for cloud communication solutions

CPaaS (Communications Platform as a Service) service providers play a crucial role in today’s digital communication landscape. These companies offer cloud-based platforms that enable businesses to easily integrate real-time communication features into their applications, websites, and services.

– Security: CPaaS service providers prioritize data security and compliance, ensuring that sensitive information shared through their platforms is protected from unauthorized access.

– Global Reach: These providers offer international connectivity, allowing businesses to reach customers and partners across the globe with seamless communication solutions.

–Also, CPaaS service providers offer API support for integrating communication services like messaging, voice, and video into software applications. CPaaS providers provide robust API support for seamless integration and customization.

And yes, here our favourite one is Tanla Platforms, but why??

Jotting down the company’s quality products:

Wisely ATP is Protecting 1Bn+ Customers from Scams

Trubloq is Raising the Bar on Spam Prevention by Integrating Gen AI

Tanla has partnered with Google’s Rich Communication Services (RCS), India’s premier business messaging channel, to cater more than 330 mn customers in India

Company will continue to focus on two synergistic businesses: Digital Platforms and Enterprise Communications.

With around Rs.4000 crores revenue and 19% EBITDA margin, company is poised for more than 20% growth in the coming year.