BAJAJ STEEL INDUSTRIES (BAJAJST) — company discussion

Small-Cap & Others
1

This is the opening thread for BAJAJ STEEL INDUSTRIES (BAJAJST). Use this thread to discuss the company:

  • Quarterly results and management commentary
  • Long-term business thesis — moat, growth runway, management quality
  • Valuation — current vs. historical multiples, relative vs. peers
  • Risks — regulatory, competitive, execution, cyclical
  • Industry trends affecting the business
  • Corporate actions — bonus, split, buyback, dividends

Quick reference

Rules

  • No buy/sell calls or target prices
  • Cite sources when quoting financials
  • Disclose if you hold a position (optional but appreciated)
  • Keep it civil

Start the discussion below.

2

Sir what are your views on this stock

3

Metals are hot, profit is good, and PE is well below Sector PE

4

Bajaj steel is looking a good business ..DATA Centres, cotton ginning machinaries , prefabricated structures. Skin in the game gives confidance even they have increased their stake and on the above Mr Manish Goel - My Mentor also increasing his stake build confidance and motivates to dig deep. Fundamentals are very good like ROCE , ROE, PRICE TO SALES, growing revenue and PBT stock is undervalued like PE, PEG…OPM is in increasing order, debtor days and CCC is good etc. One of the concern i have equity dilution ??

5

Hello sudhirji

This Company Major Product Cotton Ginning Machinery Manufacturing