In today’s briefing:
- Navkar Corporation: How JSW’s Acquisition of Navkar Creates a Logistics Powerhouse.
- Last Week in Event SPACE: Makino, ENN Energy, Trump Tariffs, HKBN
- Donaldson Company: Growth In Aftermarket & Solutions Segments Propelling Our ‘Outperform’ Rating!
- GFL Environmental Eyes $1 Billion In M&A—Will This Aggressive Inorganic Expansion Materialize?
- Huntington Ingalls Industries Looking To Reinvent Shipbuilding—Will Its Workforce Optimization Efforts Work Out?
- Terex Corporation: An Insight Into Its Aerial Work Platforms (AWP) Financial Strategy & Other Major Drivers!
Navkar Corporation: How JSW’s Acquisition of Navkar Creates a Logistics Powerhouse.
- JSW group aims to become a complete port and logistics solution provider to end customers, by combining JSWIL’s port infrastructure with Navkar’s inland logistics capabilities (CFS, ICD, PFT,CTO license).
- Access to Navkar’s 100 acres undeveloped land in strategic areas offers JSW Infrastructure Ltd( JSWIL) opportunities for further development and expansion of logistics infrastructure.
- JSW targets INR 9,000 crore Capex in logistics by FY30, expecting INR 8,000 crore revenue, INR 2,000 crore EBITDA, and 17-18% ROCE.
Last Week in Event SPACE: Makino, ENN Energy, Trump Tariffs, HKBN
- At a zero net debt zero net cash (securities liquidated) Adjusted Price/Earnings Ratio of 11.3x expected Net Income, the multiple offered Makino Milling Machine (6135 JP) is not a knock-out.
- ENN Energy (2688 HK) investors hoping for a clean (er) exit, or where the back-end terms were clearly defined, will be disappointed. And minorities are active in this name. Avoid
- New Trump Tariffs are not based on any actual tariffs, or non-tariff measures. The simple/explicit assumption is that if you run a trade surplus with the US, you are cheating.
Donaldson Company: Growth In Aftermarket & Solutions Segments Propelling Our ‘Outperform’ Rating!
- Donaldson Company, Inc. recently reported its second quarter fiscal year 2025 financial results, presenting a mixed performance amidst challenging market conditions.
- The company, known for its focus on technology-led filtration solutions, demonstrated resilience in various segments, although it faced several headwinds.
- On the positive side, Donaldson achieved a modest 1% increase in sales in constant currency, with total sales reaching $870 million despite a 170 basis point negative impact from currency translation.
GFL Environmental Eyes $1 Billion In M&A—Will This Aggressive Inorganic Expansion Materialize?
- GFL Environmental Inc. presented a mixed financial performance in its fourth-quarter and annual earnings call for 2024, showcasing both promising growth strategies and some potential headwinds.
- For the quarter, the company reported consolidated revenue of $1.986 billion, outpacing their expectations due to solid waste organic growth and strategic pricing initiatives.
- The company also highlighted a 7% organic growth in the solid waste segment, a sign of resilience and effective management strategies.
Huntington Ingalls Industries Looking To Reinvent Shipbuilding—Will Its Workforce Optimization Efforts Work Out?
- Huntington Ingalls Industries, Inc. (HII) presented its Q4 2024 earnings results with a mixed outcome, reflecting both opportunities and challenges across its various business segments.
- The company reported revenues of $3 billion for the quarter, a decrease of approximately 5% compared to the same period last year.
- This decline was attributed to reduced revenues across all three of HII’s segments.
Terex Corporation: An Insight Into Its Aerial Work Platforms (AWP) Financial Strategy & Other Major Drivers!
- Terex Corporation’s fourth-quarter 2024 results showcase a mixed landscape with regard to its financial and operational performance.
- The company reported a total net sales of $1.2 billion for the quarter, slightly up due to the contribution from the Environmental Solutions Group (ESG) acquisition.
- However, legacy segments saw a decline in sales by 17%, reflecting industry-wide channel adjustments and macroeconomic pressures.
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