Aeroflex Aur 3M India: Damani & Kacholia Ka Naya Pyaar! Manufacturing Sector Mein Kaise Macha Rahe Hain Dhoom?

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AuthorVihaan Mehta|Published at:
Aeroflex Aur 3M India: Damani & Kacholia Ka Naya Pyaar! Manufacturing Sector Mein Kaise Macha Rahe Hain Dhoom?
Overview

Bhai log, India ka manufacturing sector full speed mein chal raha hai, aur is race mein do companies – Aeroflex Industries aur 3M India – bade investors jaise Ashish Kacholia aur Radhakishan Damani ka bharosa jeet rahi hain. Ye dono firms zaroori products banati hain jo industries chalne deti hain.

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India ka Manufacturing Sector: Chalta Hai Toh Chalne Do!

India mein jo manufacturing ka craze chal raha hai na, uske liye sirf bade machines nahi, balki chote chote zaruri cheezein bhi chahiye. Jaise flexible flow solutions, adhesives, abrasives, aur safety gear. Ye sab industries ko smooth chalane ke liye bohot important hain.

Aeroflex Industries: Data Centers Mein Nayi Entry

Ashish Kacholia ne Aeroflex Industries mein apna stake badha kar 2.3% kar liya hai. Company ne haal hi mein record revenue aur EBITDA report kiya hai, jisme domestic demand aur export mein 30% ka zabardast jump dikha hai. Ab toh ye log data centers ke liye liquid cooling solutions bhi bana rahe hain, jo AI ke liye bohot kaam aayega. FY29 tak revenue badhane ke liye capacity expand ho rahi hai.

3M India: Har Sector Ke Liye Solutions

Radhakishan Damani ke paas 3M India mein stable 1.5% holding hai. Ye global conglomerate ki subsidiary hai aur Safety & Industrial, Transportation & Electronics, Healthcare, aur Consumer jaise alag alag segments mein kaam karti hai. Haal hi mein Q3 FY26 mein ek-baar-ke-charge ki wajah se thoda net loss hua, par revenue 12.7% badha hai. Ye log India ke liye khaas solutions develop kar rahe hain.

Valuation Ka Scene: Kya Hai Price?

Achhe performance ke bawajood, dono companies ke stocks abhi mehange mil rahe hain. Aeroflex ka EV/EBITDA 30.1 times hai, jo industry median 13.8 se kaafi upar hai. 3M India toh aur bhi aage hai, uska EV/EBITDA 36.7 hai, industry median 12.0 ke muqable. Return ratios toh badhiya hain, khaas kar 3M India ke 38.2% ROCE aur 23.8% ROE, par investors ko in rich valuations ko justify karne ke liye earnings growth ka wait karna hoga.

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