i would say results not at all good of care ratings ,stock prices are showing same ,growth is slowing down,downside target of 600 on stock
Posts in category Value Pickr
Shankara Build Pro – Building Materials Organised Retail (13-08-2024)
In latest con call they mentioned the timeline till March 25 now it’s in NCLT after that I think 2 steps more
Precision Camshafts (13-08-2024)
stock is getting sold off on every rise ,it indicates markets are not happy with results ,i again say story is not going great guns ,stock is not even able to cross last high of 300 ,exit on rise ,tgt 100 to 70 on downside
Piccadily Agro Industries Ltd (13-08-2024)
That’s an equally valid point. What we’ll have to see is how are next quarter’s results and whether the corresponding quarter last year was an aberration due to the hype/virality or whether we’ll see growth on top of that.
Shankara Build Pro – Building Materials Organised Retail (13-08-2024)
march 2025 may be tentative month
Shankara Build Pro – Building Materials Organised Retail (13-08-2024)
Just curious to know who will be the buyer of Shankara buildcon (existing entity) post demerger… this division will have low margin / low ROE business. Generally on demerger its assumed that existing company will trade at current valuation and resulting company will trade at higher valuation but in this case this does seems to work.
Xpro India – getting bigger? (13-08-2024)
Thank you for your reply. As i was going through the company i found that EX- dielectric business( Co-ex business) is not doing well. as it’s capacity utilization is around 50-55% since last 7 years. and not much op.profit margins too. How do u see this? What can we expect from here in next 3 years? Even realization is not improving much.
| Co-extruded sheet Available capacity(34300 T) | Production | Sales in Lakhs | realization per ton in lacs/ ton | capacity utilization |
|---|---|---|---|---|
| Fy2024 | 23262 | 31502 | 1.35 | 52% |
| Fy2023 | 22972 | 34554 | 1.50 | 51% |
| Fy2022 | 23919 | 33368 | 1.40 | 53% |
| Fy2021 | 25125 | 28200 | 1.12 | 56% |
| Fy2020 | 26962 | 27375 | 1.02 | 60% |
| Fy2019 | 24844 | 26304 | 1.06 | 55% |
| Fy2018 | 21065 | 22952 | 1.09 | 47% |
I am newly invested in this company
Thank you
Prashant
Shankara Build Pro – Building Materials Organised Retail (13-08-2024)
Yes that thesis only valuation was good enough but nothing worked
Piccadily Agro Industries Ltd (13-08-2024)
But then the whole point that he made about whisky makes sense as Radico is a vodka player, United Spirits who does everything from whisky to vodka showed a similar de-growth QoQ. Yes, much less than Piccadilly predominately due to the revenue mix consisting of multiple offerings.
I am not saying the performance was great but that it isn’t as bad as it seems at first glance.
Screener Specter – Companion for screener.in (13-08-2024)
I agree that all the pointers can be figured out with the data available on the Screener page. However, the motivation behind this extension is to provide a quick overview of the financials, allowing you to identify key areas at a glance and then dig deeper into the relevant sections as needed.
That said, I’d love to know if there are any specific features or improvements that could make the extension more useful for you.