Mutual funds are buying this stock | Expert stock analysis - Shailesh Kanani, Centrum Broking

"the idea is that we increase the ethanol blending in other products as well other molecules as well like in diesel end which is say in next two to three years so that will create another set of opportunities for PR"

"and to your question whether this will become a trend going ahead uh it will become but as I said it will take three to five years there are certain parts which needs to be addressed when 2G EOL plants are far more expensive than a 1 G ethanol plant"

"management has guided that going ahead in the next 3 to 5 years they want to uh have a 50/50 Revenue split between domestic as well as exports"

"mang fac which is cering to oil and gas segment which they believe will generate good amount of Revenue in times to come that facility is expected to get operational by second half"

"their are Target is to reach say around 9 to 10,000 by 2030"

"the government has targeted the 26 that if I'm not wrong 2025 2026 that 20% ethanol blending should be uh complete"

"we think up to 10,000 CR Target AI 2026 is that so yeah it will take a larger amount of time to achieve the 10,000 CR Mark Target"

"the second leg of ethanol expansion production this facility expansion that would be say blending in diesel which we highlighted which we touched upon in our earlier conversation right that can be incremental opportunity diesel consumption Visa petrol consumption we consume around 2.5 to 3x of the petrol consumption that is diesel consumption is that higher so even if we're talking about 5% blending in diesel that itself would created an opportunity which is nearly E15 in terms of petrol"

"ethanol blending with diesel is not that easy it is kind of work in progress currently because the way ethanol is homogeneous with petrol easily but if it fructifies then maybe they kind of achieve their target before it but it is a maybe currently"

"the incremental 750 PL uh we would need a capex of around 37,500 crores in next say four to five years"

"Praj would not be as dominant player in CBG as similar to ethanol where they have a market share of 50 60% but at least it will be a top cortile player in terms of Technology provider in terms of end Solutions"

"I think it would be roughly between from say 30 to 100%"

"what consistency in terms of cgb order CBG order inflow we are expecting in say 6 12 months 18 months time that would can be recurring feature"

"CBG I think would be a decent Blended margin it would not be as good as International orders but but I don't believe that CVG orders margin profile will dorate so they would be in line with what company has been kind of generating roughly around 8 to 10% Mark is something we that is roughly what they will be doing because below those margins PR doesn't even take orders"

"for futuristic project so we can safely assume they will again kind of dominate on that space as well"

"investors risk perspective there is a Slowdown in terms of CAPIC cycle from the domestic side or there is a Slowdown in terms of order and flow"

"on the 1G ethanol front uh predominantly on the listed space unfortunately we do not have much competition for br what we have is a fragmented unorganized market for 1G ethanol"