Whalesbook
Ab Delhivery ki baat karte hain. Analyst log keh rahe hain ki company logistics ko ekdum next level par le ja rahi hai. Special focus hai mid-mile mein asset utilization badhane par, jo abhi roughly 80% hai. Quality customers jaise Meesho se business kaafi grow kar raha hai. Quarter 4 FY26 mein Express Parcel volumes 60% se zyada badhne ka expectation hai. Over the next 3 saal, yani FY26-28, Parcel volumes 23% CAGR se badh sakte hain. Yeh sab dekhte hue, Delhivery ka fair value ₹570 se badha kar ₹590 kar diya gaya hai. Aur ek mast cheez yeh hai ki company ke past losses tax payments ko reduce karne mein help karenge, jisse EPS 50% se 146% tak boost ho sakta hai. Cool hai na?
Ab Fiem Industries ki baat karein toh, yeh company automotive lighting aur rearview mirrors banane mein ekdum king hai, especially two-wheeler segment ke liye. Analyst kaafi bullish hain kyunki LED lighting ka trend zor pakad raha hai. Ek gaadi mein LED lamps, purane halogen lamps ke muqable 2 se 3 guna zyada value add karte hain. Fiem ka LED lighting se revenue share steadily badh raha hai, FY24 ke 51.7% se FY26 mein 63.5% tak. Honda, TVS, Yamaha jaisi badi companies toh pehle se hain hi, ab Hero MotoCorp bhi inke customer ban gaye hain! Company ab four-wheeler segment mein bhi entry kar rahi hai, jo ek huge opportunity hai. Aur EV trend ka bhi inpe koi negative impact nahi hoga. Current valuation bhi reasonable lag rahe hain, FY28 ke earnings par PE ratio 22x hai. Fiem Industries ka fair value ₹2,809 set kiya gaya hai.