Posts in category Value Pickr
NPST – Technology Provider for UPI Tech (29-07-2024)
So is their growth rate will be same in future? If no how it would be? If they are not showing estimate earning or less than 10% what is next? U are still thinking this company will get same valuation or correct more than 50%.
In my view I don’t think they’re growing this much growth rate in future.in bull market every stock is gold before the dust settles.so best of luck for those who think their growth rate will be faster than…
See the bright Sun: Aditya Vision (29-07-2024)
Disclosure: Invested
Zen technologies – A micro cap in the defense space! (29-07-2024)
This is a lumpy business.
Street is giving thumbs up to the result…but not booking orders this quarter is a big antihesis pointer.
Regarding orderbook there will be more headwinds as US goes to elections.
Only savior will be new products and new markets.
Regards
Pankaj
(Zen Technologies: Pioneering the Future of Defense Training and Security (Updated))
Macfos Limited- A niche E-commerce Company (29-07-2024)
Dear Shareowners,
We are delighted to share our Q1 FY25 financial results, highlighting our strong performance during this period. We recorded a revenue of 57.32 Cr, an EBITDA of 5.82 Cr, and a PAT of 4.01 Cr. This represents a significant growth compared to Q1 FY24, with revenue increasing by 118%, EBITDA by 107%, and PAT by 120%. We achieved a revenue of 57.32 Cr, exceeding our internal forecast of 40 Cr. This increase is primarily attributed to several non-recurring orders, which may or may not occur again in the future. Traditionally, our Q1 revenues (current year) are lower than Q4 (previous year). However, we have observed sustained demand, resulting in steady growth for our business. Looking ahead, we anticipate continued strong demand for our products and are confident in maintaining our YoY growth trends in both revenue and profitability. Again, our key business metrics such as website & App Visitors, Total orders served, Average order value, and repeat customers continue to exhibit positive growth.
As highlighted in our previous communications, our outlook for 2025 remains optimistic, underpinned by two requirements and bring in more focus. key strategies: Robu 1.0 and Robu 2.0. These strategies are now addressed separately to cater to their individual ROBU 1.0 represents our existing electronic distribution business, where we are dedicated to offering new tech products at affordable prices with minimal lead time and exceptional customer support. We prioritize enhancing our IT infrastructure for better efficiency and have bolstered supplier relationships to optimize procurement costs and lead times. Additionally, we have expanded our SKU offerings (this quarter we have added approximately 6000 New SKU’s) and focusing on Government/Corporate Customers. ROBU 2.0 is centered on creating and developing more of our own brands and products while expanding our current distribution business. This strategic direction positions us favorably for long-term success, aligning seamlessly with our goals for the next 5 to 10 years
Disclosure: Invested
PC Jewellers (29-07-2024)
Anyone tracking the story of PCJ, this could be a stock turnaround story of FY 2024-25 in market.
Krishca Ltd : A SME offering steel strapping Solution (29-07-2024)
Hello,
In the below tracker, I have started tracking important company goals for Krishca.These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
- Verification Link: A link to see where I got the information about the goal.
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables.xlsx (133.2 KB)
Post Script: DM if you want me to track the monitorables for any specific company.
Macfos Limited- A niche E-commerce Company (29-07-2024)
Macfos has come out with excellent results. Topline has gone up to 56 crores, 40 percent growth on quarter to quarter basis. Profit has gone up almost 100 percent as compared to last year same quarter.
8d171879-b6d2-444d-ab9b-d44aba3ba0fb.pdf (2.8 MB)
KEI Industries Ltd – A consistent performer over the last decade (29-07-2024)
FY25 Q1 results out
Revenue up 15.72% YoY and down 11.16% QoQ
EBITDA up 24.55% YoY and down 10.52% QoQ
PAT up 23.77% YoY and down 10.98% QoQ
Pending order is approx. 3,590 Crore
