Any comments ?
Posts in category Value Pickr
DCX Systems Ltd (08-11-2024)
Diwali is over, but firecrackers are on.
DCX Systems Limited has received export orders from M/s. Lockheed Martin Global Inc, USA for US$ 54,798,120.00 (Equivalent to about INR 460.30 Crores at exchange rate of 1 USD = INR 84) for supply of Electronic Assemblies. The order is to be executed within 12 months.
Microcap momentum portfolio (08-11-2024)
@Anand_Jain I meant WhatsApp Channels. Not sure how I got the access, but If I recall, will inform.
Piccadily Agro Industries Ltd (08-11-2024)
Exports was just Rs 38 cr in FY24 of the total turnover of Rs 552 cr for distillery segment. Excise duty paid during FY24 was just Rs 47 cr. Removing the export component, its still around the same 9% mark, the excise duty paid.
Piccadily Agro Industries Ltd (08-11-2024)
Probably because a good portion of the revenue is from exports
Piccadily Agro Industries Ltd (08-11-2024)
Why is the excise paid so low as compared to other players in the alcohol industry. Rs 185 cr worth of sale from distillery and just Rs 15 cr excise paid translating to 8.5 odd percent. Most companies have >45-50%. Anyone know the reason?
RBZ Jewellers: Strategies, Market Position, and Growth Potential (08-11-2024)
Hi all,
I am starting this thread as there seems to be an opportunity for growth in RBZ Jewellers. The growth rates could accelerate based on the management’s guidance, and the valuations seem quite cheap compared to national-level retailers such as Senco Gold, Titan, Kalyan, and P N Gadgil.
I have not done a detailed analysis yet, but due to the cheap valuations and potential triggers, I wanted to start this discussion.
If anyone has done any research, please share it here. It will be helpful for everyone.
Electrosteel Casting – Ductile Pipe King (08-11-2024)
Exited a while back.
Heavy selling from Motilal Oswal.
Saw somewhere that they are selling from one fund & buying from another – haven’t fact checked this.
Electrosteel Casting – Ductile Pipe King (08-11-2024)
Even I am surprised at the fall but fundamentals are intact so it is a good time to average or buy.