NHPC has announced plans to monetize the future cash flows of its Dulhasti Power Station or other power plants over an 8-10 year period. The company aims to complete this transaction within the current fiscal year.
Posts in category Value Pickr
NPST – Technology Provider for UPI Tech (07-08-2024)
Good read on the topic of MDR https://www.financialexpress.com/business/banking-finance-mdr-continues-to-suppress-rupay-credit-card-growth-3432144/
NPST – Technology Provider for UPI Tech (07-08-2024)
Few inputs from my understanding.
Yes. that’s the split, and TPAP/evok/PPaaS was about 40-50% at end of Q423. So clearly this piece is playing a bigger role in the incremental growth and that is what mgmt. envisaged from their early con calls.
I think for NPST the revenue comes from payment aggregators/clients. Who, in turn might be using the revenue pool of MDRs they receive for their payment services from all kind of payments including CC/DC/Online Banking. So there might be some cross subsidization and some part may be aided by govt. of India support (not sure how that get’s distributed to the payment aggregators.
Yes, seems like the gaming players are a good part of their revenue, they didn’t give the exact numbers when asked in Q424 call. From what i heard from industry sources the gaming players do give a MDR even on UPI transactions. GMV for the evok business itself has moved from 5k cr. to 10k cr. between Q324 to Q125 !!
I think, overall we should see MDR getting reintroduced some time in future. The payment system is moving towards UPI and it’s becoming more feature rich. It’s hard to reverse this value migration. only natural conclusion is, it won’t be free or subsidized for ever by Govt.
There is lowering of cost for the entire ecosystem from the adoption of UPI like like in ATM/Cheque/Cash printing etc…so someone will own the bill for this tech adoption. NPCI has done it’s part, now the ecosystem is blooming.
MTAR Technologies – A wager on innovation meeting economies of scale (07-08-2024)
MTAR Technologies has announced a substantial export order worth USD 16.73 million for fuel cell power units and components. The company expects to execute a significant portion of this order in the current fiscal year, contributing positively to its revenue targets.
Rain Industries – An oversold de-leveraging play (07-08-2024)
Rain Carbon is investing in a new innovation center in Canada to focus on developing energy storage materials. This strategic move positions the company as a key player in the growing clean energy sector.
Maruti Suzuki – Leader in Passenger Vehicles (07-08-2024)
Maruti Suzuki Initiates Recall for Alto K10
Maruti Suzuki has announced a recall of 2,555 Alto K10 vehicles due to a potential defect in the steering gear box assembly. The company has taken a precautionary measure to protect consumers by advising owners of affected vehicles to refrain from driving until the part is replaced. Maruti Suzuki will undertake the inspection and replacement of the defective part at no cost to customers.
Aarti Drugs (07-08-2024)
Aarti Drugs had announced a temporary shutdown of a specific product line following a bromine gas leak incident at its manufacturing facility. The leak occurred during the transfer of bromine from a tanker to a storage tank.
As a precautionary measure, the Maharashtra Pollution Control Board (MPCB) ordered the company to cease production of the affected product upon completion of the existing batch. The shutdown commenced on July 18, 2024.
Today, August 7, 2024, Aarti Drugs received conditional approval from the MPCB to resume production. However, the company must obtain additional clearance from the Directorate of Industrial Safety and Health (DISH) before restarting operations.
Pricol limited – OEM automotive (07-08-2024)
Pricol Q1FY25 Concall Highlights
NPST – Technology Provider for UPI Tech (07-08-2024)
Can you please mention the growth assumption built into the valuation as per DCF Model