MP government cancels licence
Posts in category Value Pickr
Gulshan Polyols(GPL) – Business by FMCG and Valuation by Commodity (19-06-2024)
As the capacity will increase there profit margin will improve, they will buy raw material in bulk and fixed cost will remain unchanged so overall once they run up the plant at 100% capacity, there bottom line margin will improve.
CAREERPOINT — double bottom confirmation (19-06-2024)
Credits to @Leading_Nowhere on Twitter:
- 157 Cr was lent as unsecured loan from CPL to its subsidiary NBFC SCL
- Out of which 120 Cr lent to promoter entities and restructured rather than paid back
- 40 Cr NPAs (15% of AUM) of related parties not provisioned by NBFC. The size is too small now, but I’m sure once it gets demerged and the same is raised to RBI, they will issue fines and might shutter it down
Sharing this in public interest
Samhi Hotels – Turnaround with Tailwinds (19-06-2024)
So forward pe would be 47 and 23 for fy25 and fy26
Maharashtra seamless-a value plus cyclical play (19-06-2024)
Much appreciated, thank you.
Investing Basics – Feel free to ask the most basic questions (19-06-2024)
Triveni Engineering & Industries Limited allocates capital across its various business segments, including sugar, power, water, and engineered-to-order (ETO) products. The company recently acquired a 25.43% stake in Sir Shadi Lal Enterprises Limited, reflecting its strategy of diversifying and strengthening its portfolio. Their investment strategy focuses on enhancing business profitability while maintaining inclusive growth for all stakeholders, including customers, farmer associates, and investors
(Triveni Engineering & Industries : INVESTOR PRESENTATIONQ3 FY 24 - MarketScreener) (Triveni Engineering & Industries : INVESTOR PRESENTATIONQ3 FY 24 - MarketScreener). For more detailed information, you can refer to their official website.
Sanghvi Movers (19-06-2024)
I don’t understand all the fuss over margin dilution due to foray into EPC business which has lower margins than Crane rentals business. The following points should be taken into consideration.
- Margin expansion/contraction is not the only value driving factor in this case.
- Increase in ROE is possible with a lower margin business if additional Capex is not required (which is the case in EPC here).
- Rentals business has high margin but also has high depreciation, depreciation is not an element in EPC business.
- Ultimately PAT growth matters which may come from EPC without affecting the crane rentals business and without equity dilution.
Rajesh’s portfolio (19-06-2024)
aye, never looked this way. always chased value and overlooked growth and momentum. this is the reason gensol, KP and bondada are running like this. thank you once again.
Sanghvi Movers (19-06-2024)
Where was this information published that ACE is doing sort of JV with Kato?
Samhi Hotels – Turnaround with Tailwinds (19-06-2024)
FY25: 4.2 and FY26: 8.5 sort of numbers