Airtel | Bajaj Finserv | REC | Patanjali Foods | Jubilant | Fundamental Analysis | CA Rachana Ranade

"Everyone knows that our Prime Minister just unveiled the five 5G technology in India and the big question is where does Airtel stand in this entire scenario? Well Airtel is the first one to demonstrate Live Commercial Network, it is the first to conduct rural 5G trial, it is the first to give a cloud gaming experience so I think all in all they are very much in line with the current technology"

"second point is that the future growth engines of this in the form of AMC business, Healthcare Business Service aggregator business and so on"

"our Prime Minister who has a vision to achieve 500 gigawatts and a 50 percent share of renewable energy by 2030 and he also has promised to achieve a net zero emission by 2017 which will be used for Vande Bharat Trains which will be used for vibrant village programs for e-vehicles, for public mobility and transport I will be like what has REC got to do with our Prime Minister's Vision? I understand. If the if all these things were to hold true about uh you know powering villages uh through the vibrant village program about powering Vande Bharat Trains, about powering public mobility and transport through on in e-wheels and so on do not you think a lot of financing will be required? who will provide this financing? that will be given by REC, so that will also act as a positive point for the company"

"and third point is that the monetization of transmission assets through InvIT model will also benefit REC"

"third important point is that the entire business food business of Patanjali Ayurveda was transferred under Patanjali food limited with effect from 1st of July 2022, so we can see an increased turnover and increase profitability in the coming quarterly result"

"in one of the recent interviews with Swami Ramdevji, he had mentioned that the company might come up with four more IPOs leading to a huge value unlocking"

"Now there are two ways to look at it possibility number one we can say that it has not even crossed the pre-pandemic level, possibility number two we can say there is still a lot of headroom left and there is still a lot of growth left in this specific space."

"they are also venturing into the Biryani segment through Ekdum, they are venturing into the Chinese food segment through Hong's kitchen and they are also venturing into the ready to cook segment with Chef Boss."

"The company is currently focusing on three modes which are supply chain efficiency and technological superiority"