Why did you sell 3b blackbio?
Posts in category Value Pickr
Ambika Cotton Mills (12-08-2024)
And Global Cotton prices have been plumbing the depths for the last two years.
Shivalik Bimetal Controls Ltd (SBCL) (12-08-2024)
One promoter group (Ghumman) have transferred their shares to another promoter group (Sandhu). Is it bad or good news for the company and its shareholders?
Xpro India – getting bigger? (12-08-2024)
The new capex should allow them to get into thinner films where the realisations and margins should be better. One can safely assume 3.5 X on revenue front with 5 pc kind of margin expansion on the EBITDA front ( from current levels of 40 pc )
My ballpark calculation would be – a topline of around 500 cr with EBITDA of around 225 cr from this ( Dielectric ) segment
Disc: these r just back of hand calculations I am working with, to be taken with a bucket of salt
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (12-08-2024)
Shilchar has finally hired an IR team and come up with an interesting and detailed investor presentation. Gives a holistic overview of their capabilities, new plant, business model positioning, ability to scale up quickly through internal accruals, etc.
Few key slides which are worth highlighting –
Exports have seen a sizable jump from 24% to 52% , aided by strong design & engineering capabilities and ability to deliver customized solutions at scale.
Strong presence in Middle East & America
Demand drivers
- Good mix of drivers from conventional sectors like Renewables, steel, Oil & gas, and export opportunities rising from grid infra replacement and transformer supply shortage
Business Outlook
Disc: Invested from lower levels; views are biased
SWAN ENERGY LIMITED (SEL): The company focussing on sectors with strong tailwinds (12-08-2024)
Veritas purchased recently then
PDS Limited – A platform for entrepreneurs (12-08-2024)
They have some manufacturing units because of some regulatory needs. Or else they are also not interested to set up manufacturing units.
Piccadily Agro Industries Ltd (12-08-2024)
People drink less whisky in summer. Its very hot and not the weather to drink whisky. Beer is preferred in summer.
Whisky consumption goes up in 3q and 4q.
Lupin – Is it the time to buy for long term (12-08-2024)
Hi Gautam,
can you please share the link of KIE report. Would be super helpful. thanks, Rahul
Piccadily Agro Industries Ltd (12-08-2024)
Result is disappointing. Distillery revenue is down and material cost is significantly high. Can anyone throw light why that could have happened? Seasonality or something else?