Sandeep Jain today picked Menon Bearings with a long term perspective. This stock is currently trading around Rs 50. He said that the reason behind recommending this stock is that this company is a huge beneficiary of any sops announced by the Government for Auto Ancillary companies.

COMMERCIAL BREAK
SCROLL TO CONTINUE READING

In yet another edition of the ‘Jain Sahab Ke Gems’ show, analyst Sandeep Jain recommended his top pick to Zee Business Managing Editor Anil Singhvi today. He picked a stock from the Auto Ancillary sector. Know why this stock has a potential to earn high returns for investors. 

Top Stocks To Buy: Menon Bearings
 
Today’s pick will be from Auto Ancillary and Industrial space. With the focus of the Government on the PLI Scheme, Manufacturing in India will remain the top priority. Menon Bearings, is the pick for today in small cap space, the market cap of the company is Rs 265 cr. Auto Ancillary companies like Menon Bearings neither get higher valuations nor they can create value for themselves, however this is an excellent company. These types of companies are extremely small but they have been doing big and good quality work in the industry for a few years now.
 
See Zee Business Live TV Streaming Below:

These small cap companies have been consistently paying dividends at regular intervals, paying off their debts as and when they are due, growing their revenue consistently and posting strong numbers. There are rumours in the market that under the PLI Scheme, the Government may announce sops for the benefit of Auto Ancillary companies. Any announcement from the Government in the Auto Ancillary space considering the PLI Scheme should benefit Menon Bearings and other companies in similar space, all these companies should see a strong up move from current levels.
 
Top line and bottom line of this company is good; Valuations are attractive and they pay dividends regularly clearly indicates that the company is making good money. Company is trading at RocE of 18 - 19, RoE of 16 – 17 and Dividend yield of 2.65. Promoter holding is close to 71%. FII’s have silently increased their stake in this company by 2% during Covid period. This company made a high of Rs 120 during the small cap and mid cap rally in 2017-2018, the reserves of the company and book value has improved since then. One can buy this stock with a target of Rs 55 – Rs 60.