Discl : Not invested but invested in Punjab Chemicals, Dharmaj , Insecticides India and Astec
Posts in category Value Pickr
Bhansali Engineering Polymers – An Import Substitution Story! (28-07-2024)
Surprising to see 18% OPM for 75% commodity business! How is that possible? 200 crs i.e 19% of the book in cash!! Significant rerating post election, for a company with no growth expectation? Are we missing something?
Investing Basics – Feel free to ask the most basic questions (28-07-2024)
Auditing is mandatory and very basic design consideration. Let me explain by an example.
A user creates a payment, later the same payment is altered by other colleague and submit it (the change could be beneficiary or value date or something else ), in corporate world you have group of users who are responsible to create and submit payments and other group responsible for review and approve the payments. Many of the times we do get queries from the user the data we submitted is different when we compare with completed transaction. So this is traced back by looking into audit log, every edit on the original record will be logged as per org. / regulatory standards. If the underlying DB is oracle then this is acheived by creating triggers on the table where the data is stored , the same can be acheived almost in every technology. Disk space costs is a dumb answer, the storage costs are very very cheap and we can have process to archive the logs once the logs are X days old to release the space.
IFB Industries – Can it Deliver! (28-07-2024)
Q1 FY 25E results out.
Best quarterly performance at operational level and net profit level.
Waiting for deck on operational performance
Investing Basics – Feel free to ask the most basic questions (28-07-2024)
(post deleted by author)
Investing Basics – Feel free to ask the most basic questions (28-07-2024)
right now any business I look, it’s overvalued. as a beginner in investing what should I do what can I learn? should I keep cash for future opportunities?? and I also want learn how to set exit framework, because I’ve heard something like never be a forced long term investor, though I am interested in long term investing(value investing)
Companies with 20%+ growth guidance for next few years (28-07-2024)
Wise Travel India Ltd
Transport company that offers car rentals and transportation services
ROE and ROCE 3 year more than 30
Client
Nokia, IndiGrid, Amazon, Microsoft, Tesco, Vedanta, Indigo, RBS, CocaCola American Express, Renault, LinkediN, Hitachi, Cheli, Sapient, Panasonic, etc.
Future Plans:
=> Company is Targeting sustainable growth of 30-35%
=> Planning to expand EV fleet
=> Debuted internationally in Dubai in 2023, focusing on innovation, customer service, and eco-friendly mobility.
Gujarat Toolroom Limited: Energizing the Future with Renewable Power (Yet another turnaround?) (28-07-2024)
About Gujarat Toolroom:
- Founded: In 1983, Gujarat Toolroom embarked on a journey of precision engineering and innovation.
- Strategic Shift: From mining to sustainable energy solutions, Gujarat Toolroom is now at the forefront of renewable power generation.
- Vision: To harness abundant renewable resources and reshape the energy landscape.
Recent Order Wins:
- Reliance Industries Limited (RIL) Contract:
- Gujarat Toolroom clinched a lucrative contract from Mukesh Ambani’s RIL, solidifying its position as a trusted supplier in the construction sector.
- The order, valued at a staggering ₹650 million, represents the second part of a comprehensive agreement between the two corporate giants.
- This milestone follows Gujarat Toolroom’s successful delivery of the first part of the contract, amounting to ₹290 million, last month1.
- Financial Outlook and Recognition:
- Industry experts and analysts express optimism regarding Gujarat Toolroom’s prospects.
- With a robust order book exceeding ₹3,000 crore and a projected profit margin of 10-14%, Gujarat Toolroom Ltd is well-positioned for strong financial performance.
- [Leading financial institutions, including ProfitMart Securities, have issued a “Buy” rating for the stock, setting ambitious price targets above ₹90, reflecting confidence in Gujarat Toolroom’s long-term growth potential
Small cap company Inks rs.2 billion deal with Reliance industries, stocks rally – India Today
Hybrid-Green Energy Power Plant:
- Location: Acquired 65 acres of land in Gujarat for this transformative project.
- Integration: Combining solar panels and wind turbines for efficient energy production.
- Projected Output: Generating 97.5 Megawatts of clean and sustainable electricity per hour.
- Positive Impact: Providing reliable power to 70,000 to 73,000 households, enhancing local lives.
Why This Matters:
- Gujarat Toolroom’s strategic shift signifies forward-thinking management and resilience in evolving market dynamics.
- By harnessing abundant renewable resources, the company contributes to clean energy solutions and environmental stewardship.
News (sharesbazaar.com)
Gujarat Toolroom launches innovative hybrid-green power plant, pioneering sustainable electricity generation – India Today
But still there is not enough news to be certain of the company’s business operations. If you can suggest how to go about bridging this information gap or incase you have some insights, please do pitch in!
Disc: Invested and biased
Natco Pharma – Imminent Growth Cycle (?) (28-07-2024)
So if you see the topline has grown at a much rapid rate, leading to more CFO, that is reason number one. Second, as you yourself pointed out that the company is doing a better job with its receivables and the rec days are going down, that is also contributing to the increasing CFO
EFC – Entrepreneurial Facilitation Centre (28-07-2024)
It’s strange that TCC Concept has gone 10x in last 9 months. Their main source of revenue is broking (I assume it’s real estate broking. And somehow related to EFC) Other source of income is rental and leasing of equipments. They might be leasing equipments to EFC. Though it’s just a hypothesis for now
Now they have acquired a Data Center Company called NES for more than 400 crs.
SageOne is invested in TCC Concepts as well.
We can ask about this in next concall