I feel this is the quality company with low valuations.
GLS is at very nascent stage in CDMO, this could be a big vertical down the line with good margins.
It can be consistent compounder over a long run.
Still there are some chances for PE expansion
Posts in category Value Pickr
Glenmark Life Sciences (14-08-2024)
Dr Agarwal’s Eye Hospital Ltd (DAEHL) (14-08-2024)
Anyone here has tried comparing “Clove Dental” with Dr Agarwal. I was trying to do some comparison.
- Clove Dental was valued at 191Mn$ in Dec 2022 (that’s the recent I could find) and Dr Agarwal was valued at around 220-230Mn$ as of now.
- Clove dental revenue was 241 Cr in FY 2023, Dr Agarwal did 268Cr in FY 23 and 319 in FY24.
- This makes the valuation of Dr Agarwal at around MCap to Revenue multiplier to around 6 (1869/319) as of now and clove dental on Dec 22 at 6.75 (1628/241). 1628 is 194mn$. So on this parameter, Dr Agarwal is cheaper.
- India’s dental care market was valued at $653 million in 2022 and is expected to grow to $1,339 million by 2030. The eye care industry, which includes services such as cataract, glaucoma, retina and squint, is valued at around USD 1.4 billion in India. So looks like the market of eyecare is bigger than dental care.
I am not sure of profit of Clove Dental could not find that anywhere.
While both are of similar size right now and the market potential of eye care is bigger than dental care so room to grow for Dr Agarwal is more. This along with t he fact that only 10% of the eye care market is organized looks like there is a huge opportunity here.
Disc: Not invested but planning to buy soon.
Triton Valves Ltd – A Sleeping giant in tire and industrial valves (14-08-2024)
Hii,
Do you have any updates on Triton Climatech, where the management sees traction going forward?
Thank you.
Generating monthly income around 70k-80k on a capital of 30-35 Lakhs (14-08-2024)
@adminph2 @Administrator
Probably, he will not keep silence; hence I will keep myself away from such INexperienced people. Thanks
Generating monthly income around 70k-80k on a capital of 30-35 Lakhs (14-08-2024)
@adminph2 @Administrator; please do not allow such students to dictate the forum who instead of studying, getting into earning free money and belive in copy/ paste.
Piccadily Agro Industries Ltd (14-08-2024)
I am transcribing from 24:00 min onwards –
“…final product is matured. So you can see we have 7 year old wine casks over here 10 year wine casks over here 3 year old so different ages of liquid are also brought together to make whatever we are making our average age of a #### the single malt whiskey is about 6 year old we do adhere to the guidelines that we don’t use any malt that is less than 3 years old in our bottle but the youngest is 6 years old in all our products…”
It seems quite confusing and contradictory but I think they mix from 3 years old to later years.
Generating monthly income around 70k-80k on a capital of 30-35 Lakhs (14-08-2024)
If I have not told the process, then you are becoming uneasy to know and wish to block; then why you have been so much interested to know. You are instigating me to tell you my learning as cakewalk
How many times you have discussed with me. you yourself jumped in between; Why??
Generating monthly income around 70k-80k on a capital of 30-35 Lakhs (14-08-2024)
@adminph2 @Administrator kindly block this guy! He’s using this platform to scam people.
Generating monthly income around 70k-80k on a capital of 30-35 Lakhs (14-08-2024)
why you r so much chasing. focus on your study.
Generating monthly income around 70k-80k on a capital of 30-35 Lakhs (14-08-2024)
What is it that you can only share with Krishna?