Rajeev Desai

I posted Jyoti Ltd call I gave on Twitter.

I also discussed some points and I also wrote, I will copy paste more info on Jyoti Ltd from twitter!

Here it is: Read everything.....

I said, go to AR of Jyoti ltd and read if interested.
I don't know how many go through AR of Jyoti Ltd.
I am posting here the highlights here. Check with your study and compare whether you read this?
Because everything I m posting is from AR-2024/ Jyoti ltd....
Also check with yourself how many can do the way I have done.... If the answer is NO then understand you all have a long way to go.....
And also understand How Much Hard Work I Do... Before Posting For You People To Read......
Highlights :
1) The Company has been more conservative in executing various orders to ensure better margins and cash flow.

2) The company is proud to inform that "largest Vertical pump " ( as I said before, they are the only manf of largest pumps)order of size 1800 VM for discharge of 35680 M3/hr is received from M/s Raghava Constructions

I may prove wrong, but I feel somewhere the bottom is near.

Because most of the stocks has corrected more then 50% and stocks can't

keep correcting till 90%!

Stock which has corrected, whose sales and Earnings are good and in Dec Qr also showed

good earnings and has gone down over 50%, one should start accumulating them.

If stock showed good results in Dec'24, which I feel is good show, on bad economical growth,

we have to just imagine, what performance they will give when Government spending will go up,

as per Budget!!

So stocks with good earnings in Dec '24 and corrected 50% or more, and on the top of that P/E went below 20 , like P/E below 15 , one should just Buy them....

Because we see the Sales Growth, the Earnings growth , and due to correction valuation has come down,

then it become a Buy. It is common sense thinking!!

Such type of Bear Market gives excellent opportunity to accumulate good stocks.

I gave a call of Jyoti Ltd on Twitter on 22nd June 2024 , at Rs 70.40

In this carnage, who bought Jyoti Ltd at that price is not in Loss!!

Jyoti Ltd : CMP : Rs 70.40
1. Decades old Co.
2. In Water/ Sewerage, Power sector.
3. In Thermal, Hydel, Nuclear and Solar Projects.
4. Manf SwitchGear. Seperate Div for that.
5. Manf Pumps of diff kind.
6. Manf Electronics &Control System( Relay Division ).
7. Manf Rotating Electrical Machines.
8. Manf biggest width height of Pumps.
9. In Naval And Marine.
10. Had debt but taken care of. Do your own DD.
11. Excellent results.
12. Co has turned around big with Sales and Np both up. Just don't read. Check yourself the Mar results!!
One can't get a stock which is in so many sectors. Keep counting the sectors.
Again like many of my pick, Jyoti Ltd is not discussed till now by anyone here.
Take your call.
Do your DD.

10:16 AM · Jun 22, 2024

I have discussed why I liked Jyoti Ltd.

Read my points and everything 3-4 times.

I don't use Cash Flow, CAGR, EBIDTA,ROE,RONW, MOAT,SW