It is a company run by humans in a living world full of ever changing dynamics. It is not a robot in a programmed equation.
Posts in category Value Pickr
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (23-07-2024)
It is a company run by humans in a living world full of ever changing dynamics. It is not a robot in a programmed equation.
Raghav Productivity Enhancers (RPEL) (23-07-2024)
One thing which to be noted is that the new capex which they have done is under a 100% owned subsidiary. Although the difference can be because of other subsidiaries too, but the primary delta seems to be from the new plant.
The fact is very well known that the new plant is very efficient in terms of production and also has better quality of ramming mass.
By comparing the numbers (consol (-) standalone), it might be seem like the new plant is doing very well! Q1 is typically a weaker qtr for the company, but still the new plant might be doing 30% EBITDA margins. I will be little skeptical to reach to conclusion very quickly that they might have done 39% EBITDA margins in Q4, but this is definitely interesting.
Happy to be corrected if this logic is flawed.
Raghav Productivity Enhancers (RPEL) (23-07-2024)
One thing which to be noted is that the new capex which they have done is under a 100% owned subsidiary. Although the difference can be because of other subsidiaries too, but the primary delta seems to be from the new plant.
The fact is very well known that the new plant is very efficient in terms of production and also has better quality of ramming mass.
By comparing the numbers (consol (-) standalone), it might be seem like the new plant is doing very well! Q1 is typically a weaker qtr for the company, but still the new plant might be doing 30% EBITDA margins. I will be little skeptical to reach to conclusion very quickly that they might have done 39% EBITDA margins in Q4, but this is definitely interesting.
Happy to be corrected if this logic is flawed.
StageInvesting +Elliot Waves (23-07-2024)
Hi Stage,
Appreciate your posts. They are very helpful.
Regards,
Nikhil
StageInvesting +Elliot Waves (23-07-2024)
Hi Stage,
Appreciate your posts. They are very helpful.
Regards,
Nikhil
StageInvesting +Elliot Waves (23-07-2024)
Hi Stage,
thanks for the periodic reminders on risk…and the ways to think in these times. These posts over last 03 months have been very helpful…keep them coming.
StageInvesting +Elliot Waves (23-07-2024)
Hi Stage,
thanks for the periodic reminders on risk…and the ways to think in these times. These posts over last 03 months have been very helpful…keep them coming.
5paisa – Aggressively Growing Discount Broker (23-07-2024)
Hi
any recent updates regarding the business?
5paisa – Aggressively Growing Discount Broker (23-07-2024)
Hi
any recent updates regarding the business?