Look at this Air Compressor Company

Added: 2026-05-15

[00:00:00]Hi friends, let's discuss a strong fundamental company. So the company people are only posting their recent phone numbers. So, quarter on quarter, year on year, you see very strong growth. This means that demand will be very strong. So let's discuss the company in detail. So if you haven't subscribed to our channel yet, be sure to subscribe.

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[00:00:27]So definitely join, I'm giving the link below. So, what this company does is, they only manufacture air compressors like this, which means if you look at it in general, if you look at the refrigeration division, they only manufacture KC KCX compressors. They manufacture air compressors. If you look at India, I would say it's a monopoly. If we 're looking at compressors like this, let's first talk about the company's results.

[00:00:50]So after that, let's discuss the company in detail. Please note that if we look at the total revenue in this particular court, we will see a jump of almost 21%. If we look at the year-on-year performance, we will see that the total sales in the last March court were 583 crores. So we can say that these are very, very good numbers.

[00:01:08]In terms of impact margins, note that last March's court ruling was 19%. This particular court appears to have 26% of cases.

[00:01:15]We almost see a 7% jump in terms of margins. Note that in terms of net profit, we almost see a 70% jump.

[00:01:22]In this particular court, we see an all-time high net profit of 144 crores. In the last March court, it was 81 crores. So we can say that these are very, very good numbers. This company's name came from the company called Kerlos Nick, so we have discussed it many times. The current price seems to be around ₹160.

[00:01:39]We see almost 160% gains when we look at the max. Today, we saw almost 3.7% gains. Notice what they do. Usually, if we look at air conditioning, these compressors are manufactured by air compressors. If you look at the process cash system, you will see that different compressors are manufactured in different ways. If you look at it recently, they are going to manufacture precision engineering, such as forging and components like this.

[00:02:04]You could say it's a new business division. If we look at the previous one, we can say that it is the number one company in terms of compressors, that is, in India.

[00:02:11]Note that in the refrigeration division, they are able to get almost 45% of our revenue. If you take care of the air compressor, it will be 18 to 20%.

[00:02:18]If we look at Next now, we will be manufacturing precision components like this. In fact, if you look at the annual numbers, if you look at the sales at one point in time, it will be 441 crores, but in 2026 it will be 1759 crores. At one point, the profit is 23 crores. This particular year, it is estimated to be around 258 crores. That is, if you look at the compound, sales go 13% in 10 years, 16% in 5 years, 12% in 3 years, trailing 12 months, 8% profit growth in 10 years, 23% in 5 years, 34% in 3 years, 36% in 12 months, 26% trailing 12 months. If you look at the CIR on the stock, the result is 26% in 10 years, 34% in 5 years, 37% in 3 years, and 34% in one year.

[00:03:00]Note the return on equity, it looks very strong, meaning that we see improvement every year. If we look at it in terms of return on equity, in fact, note their order book, for the first time we have touched the 2000 crore mark. If we look at it now, we see that the total order book is 1860 crores. If we look at the past, we can see that it is 1624 crores, which is almost a 15% jump. If we look at the order book in terms of growth, we can say that it is a very, very good growth. In fact, note their IP addresses as well. We have almost 128 IP addresses, but they have filed them. In FI 26 alone, approximately 57 eye pieces were filed, if possible. So we definitely see strong research and development, and if you look at this company in terms of fundamentals, you can say that it is a very strong company.

[00:03:43]Note the cash flows, it looks like ₹28 crores. The 215 crores that were seen in FY25 out of FY26, so if you look at it every year, they are only generating cash flow.

[00:03:52]Note that the SOCF to OP is almost 86%. Even if we look at 2025, it will be 95%. So it looks very strong. In fact, we have checked the inventory days and the inventory days and we have not found any problem. Please note that the ROC is maintained at 30%.

[00:04:08]Also note the trend of this. If it was 7% at one time, then we have 17%, 15%, 20%, 28%, now 30%, meaning everyone is improving. So it's definitely a strong fundamental company, and if you look at it in terms of air compressors like this, it actually looks very strong considering the demand. You have recently launched a new product, so you will be eligible for the PLAI scheme benefit.

[00:04:29]So definitely a lot of benefits are going to come in the upcoming quarters so definitely hold on to the particular company for the long term.