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Showing posts with the label Fundamental Analysis

🚬 Stop Burning Cash, Start Owning the Matchbox: Why I’m Betting Big on Godfrey Phillips India! | TRRASS Think Tank

  The Millionaire’s Secret: Consumption vs. Ownership Have you ever watched someone light a cigarette and thought, "There goes ₹15-₹20, literally up in smoke"? Most people see the health warning. Smart investors see the Cash Flow. We’ve all seen people burning their money away, one stick at a time. But have you ever thought about being on the other side of that cash register? In the stock market, while the world is obsessing over the "Warning labels," the elite investors are dissecting the Balance Sheet . Godfrey Phillips India (GODFRYPHLP) is currently a "Sleeping Giant" trading right near its 52-week low (~₹1,900) in March 2026. This isn’t a signal to panic; it’s an invitation to join the owners’ club. Instead of smoking away your savings, it’s time to own a piece of the profit-making machine. 🚀 The 4-Engine Multibagger Rocket Godfrey Phillips isn't just a tobacco company anymore; it’s a high-efficiency profit compounder. Here is why the future i...

SKF India Share Analysis 2025 — Complete Fundamental Review, Technical Outlook & Long-Term Multibagger Potential

  Introduction SKF India is one of the most advanced engineering and motion-technology companies in India. Its precision bearings, seals, lubrication systems and condition-monitoring solutions power critical sectors such as Electric Vehicles, Railways, Wind Energy, Industrial Automation, Passenger Vehicles and Commercial Vehicles . The company’s financial quality is exceptional: Zero debt Strong cash reserves ROCE consistently above 27–29% High free cash flow Global SKF R&D support Sticky OEM relationships In FY25, SKF restructured its automotive and industrial operations for strategic clarity. Because of this accounting change, the share price adjusted from around ₹5,000 to ~₹2,300 , reflecting value split between two entities — not a business decline . All manufacturing, customers, cash reserves and R&D access remain intact. SKF continues to operate as a stable high-quality compounding business. Business Segments Automotive Division (≈40% rev...