Posts in category Value Pickr
KEI Industries Ltd – A consistent performer over the last decade (11-06-2024)
I fail to understand what justifies a PE of ~70 for a company giving a sales guidance of 16-17% (Optimistic case ~20%) and similar PAT growth. I really like how the company has grown over the last 5 years and management attitude. But can anyone provide guidance on exit framework strategies here. All my reading says we should never sell a winner, but what if the PE is off the charts and any, even slightly, disappointing result can cause a meaningful correction in future. Looking for guidance here.
Disc. Invested since a long time
Jyoti Resins & Adhesives Limited (with bloated reserves) (11-06-2024)
Great hilarity on the earnings transcripts.Kept wondering what is this fatter fatter they are talking about. Deduced it must be mota mota (approximate colloquially in Hindi). . Or am I missing something?
Indian Energy Exchange (IEX) (11-06-2024)
in case they manage to get uniform price implemented, what will be impact on IEX? will there be any need for IEX to exist at all?
SKM Egg Products – thinking out of the shell (11-06-2024)
I have gone through the video; it was impressive their strategy.
However, do consider their target audience.
They are targeting the people who are ready to pay a premium for hygiene, packaging, and branding.
Their products are more towards the ready-to-eat segment.
I don’t think those are a competitor for SKM since their target audience is only at metros as of now at least.
Maybe if they start looking at Tier II and below cities and exports, then they turn to competitors, and I believe it may take a while.
But the main goal is that they want to target the unorganized more than the organized as per my understanding.
Screener.in: The destination for Intelligent Screening & Reporting in India (11-06-2024)
Hi Sir, We are managing the website with a limited team. Our team is already working on several new features like Adding Whatspp updates for Corporate Announcements, Adding new ratios like Median Book Value, Price change, and several other features.
I will share your suggestions with our team and we will try to implement it when it meets our timeline. However, we assure you that we are working our best to provide more value to our user community.
Shankara Build Pro – Building Materials Organised Retail (11-06-2024)
Check the operating cashflow of last 10 years vs last 3 years
Shankara Build Pro – Building Materials Organised Retail (11-06-2024)
Yeah, I noticed that…and didnt like it. CFO just 10Cr.
But the revenues, operating and net profits have grown. Their working capital days also decent now. RoCE improved, so how do you say cashflow is hampering growth.
Kamat Hotels (India) Ltd- A Possible Turnaround Story! (11-06-2024)
FY25 profitability will be a turnaround for the company , 61 Cr odd finance costs will come down to 25 Cr odd → so minimum 25-30 Cr flow through to the bottom line . FY24 PBT was 24 cr odd, so just savings on interest cost could double the PBT. Now if the company does the growth as given in the guidance earlier, the jump would be even higher.
Now its a wait and watch if market rerates the business or not.
