PLI scheme may be extended for Rail ancillaries sector.
Posts in category Value Pickr
BSE (Bombay Stock Exchange)- Bet on Financialization? (10-07-2024)
Any one studied on what will be impact on BSE Ltd due to SEBI action on F&O and weekly expiry new rules (proposed)? Please share
SG Finserve Ltd – Does it has a scalable business? (10-07-2024)
also the business has performed poor in all matrix QoQ basis
SG Finserve Ltd – Does it has a scalable business? (10-07-2024)
q1fy2025 presentation shows that the company has zero bank debt, can someone help me understand why a NBFC would repay their entire bank debt of 800cr and borrow unsecured loan funds of 600 cr from promoters
Garware Hi-tech films (Earlier Garware polyester) (10-07-2024)
From this link , you get the consumption pattern of Polypropylene. Might be helpful to you .
Raymond – The Complete Man (10-07-2024)
This seems quite low multiples.
For example – Page Industries has an EV/EBITDA multiple of ~40+. Raymond in shirting is as big a brand as jockey in underwear. Both have premium positioning.
Similarly, DLF and Godrej Properties has an EV/EBITDA multiple of ~60+ – similar asset-light business model
Shouldn’t that dictate the potential value?
Shalby Hospitals (10-07-2024)
Over the period of time, they are improving Two Matrix 1. ALOS 2. ARPOB but still challenge on the occupancy which is still less than 50%. On the Hospital and healthcare business, understand Delta of Revenue and Delta of Profit:
Suppose Occupancy from 50% to 60%, considered Q1 Revenue – 240 Cr on 50%, then on 60% occupancy will be 288 / 290 Cr then Delta of Revenue 50 Cr and same time Delta of Profit ~ 40% i.e. 20 Cr (Due to most of Fixed Cost like Manpower, electricity, rental already absorbed on Rs 240 Cr revenue the additional cost is Pharmacy, consumable and Doctor Cost)
So, Improvement in Occupancy, also one of the important matrix for investors point of view.
Sealmatic India Limited (10-07-2024)
Thank You Very Much for your reply
HBL POWER SYSTEMS: Booting-up for the Race of the Century (10-07-2024)
My notes from concall ( havent noted writing what i remember )
The Revenue projection for 2024-2025 does not include Kavach (new orders) / Grenade & Fuse & truck conversion .
Grenade & fuze & truck conversion have a large market .
Fuze are in testing phase & after usage in real time big orders may start flowing ( 2025-2026)
Kavach billing also will happen next year for order that come this year.
Defence batteries have a good growth , industrial battery will maintain the run rate.
Overall exited for next year as the growth can come.in big way in 2025-2026 .
Disc -biased Invested since more than a year.