Such topics and discussions will make severe impact on the quality of this platform.
Posts in category Value Pickr
Fairchem Organics – Previously “Adi Finechem” (14-08-2024)
From Q1-FY25 concall
Management mentions they are working on something akin to Isostearic acid, another novel product. Only a few companies worldwide produce it, and none in India. They’ve indicated that while it’s difficult to provide a precise timeline, updates will be shared during con-calls once pilot plant runs are successful.
Amrutanjan Healthcare – Finally Waking Up After 100 years? (14-08-2024)
Even if we consider Rs 1000 cr revenue for FY28, we won’t get significant upside. Below are my estimates. I don’t think we should value it above 25 PE
| FY24 | FY25 | FY26 | FY27 | FY28 | |
|---|---|---|---|---|---|
| Revenue | 421 | 484 | 629 | 818 | 998 |
| EBITDA | 52 | 62.94 | 88.12 | 122.73 | 169.70 |
| EBITDA % | 12.35% | 13.00% | 14.00% | 15.00% | 17.00% |
| PBT | 62 | 72.94 | 98.12 | 132.73 | 179.70 |
| PAT | 45 | 54.70 | 73.59 | 99.55 | 134.77 |
| EPS | 18.93 | 25.46 | 34.45 | 46.63 | |
| PE | 25 | 25 | 25 | 25 | |
| CMP | -734 | -734 | -734 | -734 | |
| TGT | 473.2 | 636.6 | 861.2 | 1165.9 | |
| XIRR | -7.30% | 5.71% | 12.67% |
Piccadily Agro Industries Ltd (14-08-2024)
My guess would be that maturation of casks was happening in the warehouse much before Surrinder Kumar joined them.
In the distillery visit, MD also talks about buying 90 year old cask from an old French distillery; he said they are unsure of how it is going to turn out. Anyways, making new products requires lots of mix and match and see what sells?
Slightly offtopic, but I feel the visiting centre built by them is very small and a letdown when I compare it to the one built by Sula Wines.
Views invited
Generating monthly income around 70k-80k on a capital of 30-35 Lakhs (14-08-2024)
of course , it is extremely easy that too in equity ( NOT F&O) , Not only 70 K , more than that in equity (also without risk) per month constantly. I can prove it.
Piccadily Agro Industries Ltd (14-08-2024)
That is not possible. The creator of Indri, Surrinder Kumar started working there only in 2019 or so, maybe later. 8 years ago he was working at Amrut distillery.
KMC Speciality hospital (14-08-2024)
New greenfield maternity hospital commissioned.
It’ll take some time to full revenue optimisation from this one.
Hospitals usually takes 1-2 years.
Phantom Digital Effects Limited (14-08-2024)
What they meant in their Concall was Q1<Q2<Q3<Q4
They gave a guidance of 30% for FY25.
I feel Q1FY25 result is in line with their guidance & maybe even better.
Smallcap momentum portfolio (14-08-2024)
Possibly people who are maintaining their individual pfs are recording their returns.
Amrutanjan Healthcare – Finally Waking Up After 100 years? (14-08-2024)
By 2028. Its there in the link above