True I have also heard that in concall also, but being in this industry so far I understood that this is a technique used by most of the people from corporates to save their image.Companies also use it to save thier reputation!
Posts in category Value Pickr
Arman Financial Services Ltd (10-06-2024)
Can someone please help me understand this. What is the limit upto which a lender is allowed to lend? Is there a threshold D/E that these companies cannot breach?
QIP will lead to dilution of earnings inflating the PE of the company. Should we ignore PE ratio in finance companies.
Any help will be highly appreciated.
Rashi peripherals “Nvidia’s preferred gem” (10-06-2024)
That’s the beauty of markets that everyone has their own views. You think me adding that prefix will increase share price hell no!!
Respectfully,
Understand the business Strengths & moats please,
Following are my points why I think it is a gem company!
Point 1:-
Think logically they are Nvidia’s partner from last 9 years so if Nvidia wants to increase their sales in India who will get benefit out of this!?
Point 2:-
If you think companies with 2-3 % Margin can’t make good returns please check Redington’s stock price who is their only close competitor their CAGR of last 5 years, Its 35% per year.
Point 3:-
4-5 years back they have started their new vertical of Data centers and cloud computing where in they do all the process from installation to after sales service by themself. And also have type with MICRON whose plant is going live In Q1 FY 26 so they will also get benefit from that.
Point 5:-
Mangement has guided they are also hopeful in getting more orders in Data center space as the new law is very beneficial towards make in India and store data in India. They already have order of 1500cr from NMDC data center.
Point 6:-
They have a market share of more than 45-50% in some products so there is a high switching cost for existing companies as there is no big player other than this and very unlikely, they will have any big competition as business of low margins aren’t lucrative for new entrants.
Point 7:-
Today this stock was also picked by Sandeep Jain who is famously know as “Jain saab ke Gems” please here his views on this stock, given on Zee Business Today!
Point 8:-
At last as Peter Lynch once said “During Gold rush, most would-be miners lost money, but people who sold them picks, shovels and blue jeans (Levis) made nice profit
PGINVIT impairment of investments in subsidiaries and book value (10-06-2024)
Enterprise value of pginvit is 84.7 billion rs per latest presentation – slide 5. That would mean NAV of around 93 with around 91 cr units. With no additional asset acquisition in sight, likely optimistic nature of these valuation reports and wacc numbers being what they are, this should be quoting well below NAV to have a margin of safety. Looking at current yield could be myopic IMHO
Yatharth Hospital & Trauma Care Services Limited (10-06-2024)
Is it normal for hospitals to have such high receivables particularly from insurances and TPAs.
Also why are they piling up reserves but distributing a single penny as dividend. They have been growing quite well so why not distribute some dividend as well like their other peers
Rashi peripherals “Nvidia’s preferred gem” (10-06-2024)
Respectfully,
Understand the business please,
Its a trading co. Which buys laptop from asus and sells to corporation,
It also has certain other SKUs
Dont attach NVIDIA and DC for Hype,
Customer requires laptop they buy it and sell,
Story over.
Glorification of story is done by investors like us and than we blame for wrong interpretation.
Theres Creative newtech doing the same type of business they are calling it EB
No comments on HNI investment as that part is true but recheck adding prefix might not increase the price
Your clue vould have been 2-3% EBITDA margins but neverthless, its still a decent business interpretation is wrong through😅
Heritage Foods Ltd (10-06-2024)
You have misunderstood my whole post choosing to focus on a slice of it. I myself am an investor in the company since 2021 and don’t intend to sell it (although booked some profit today).
None of what I wrote should be construed as a bear or bull commentary about the stock.
I was just responding to a query on the valuation of the stock positing that valuations at current level can be seen as stretched or comfortable depending on how one see the future unfolding, giving a P10 and P90 scenario.
Reason I considered 5 year time horizon is because in my view it’s sufficiently long holding period for an average investor in which they would like to make decent returns. But it doesn’t mean that I’m implying that company would survive for only 5 years.
The same data points, gleaned from management commentary, can be extrapolated, by investors, to 10, 15, 20 years time horizon to base their investment case on.
Poonawalla Fincorp formerly Magma Fincorp (10-06-2024)
As far as I remember, in the interview Mr Abhay said that he himself wanted to be promoted and the poonawalla group was not with him on this and he had to convince them for the same
Rashi peripherals “Nvidia’s preferred gem” (10-06-2024)
Rashi peripherals is a distributor company incorporated in year 1989 is among leading national distributor partner for global technology brand in (ICT) products.
What fascinates to me about this business is it has recently got order worth 1,500cr from Hiranandani backed company NMDC Data center Pvt. when current market cap is 2,105cr.
‘What excites me more is its anchor investors’
Volrado venture which is owned by Mr Akash Bhansali has invested 100cr in pre-ipo placement along with Mr Madhu Kela who invest 50cr at a price of 311 per shares and owns 2.44% stake. Also Nemish Shah a veteran of this market’s has also invested approx. 17cr at 329 per share.
All these things combined its future looks quite promising once the Micron plant in Gujarat also starts its production whom there already have a type with (Micron is the largest chip manufatcuring company)
Neuland Laboratories Limited – Transformation towards niche APIs? (10-06-2024)
Redefining Excellence: Neuland Unveils a Refreshed Brand Identity
Posted on June 7, 2024 by Saharsh Davuluri
In the pharmaceutical industry, change is an ever-present force. That’s why at Neuland, we recognize the need to not only keep pace with this evolution but to proactively lead it. Neuland is thrilled to announce the launch of its refreshed brand identity, marking a significant milestone in the company’s evolution. The new brand identity succinctly expresses our commitment to innovation and agility, ethical practices, strong partnerships, and sustainable growth embodying Neuland’s unwavering commitment to innovation, integrity, collaboration, and progress.
A brand for a healthier, brighter future
This new brand is more than a logo and color change. It marks a significant milestone for Neuland that reaches beyond our walls to directly impact our customers, our industry, and, ultimately, patients everywhere.
Here’s a glance into the logic behind this visual shift and how it expresses the heart of what we do at Neuland. Replacing our past logo (traditional type and historic mountain summits), our new look includes a refreshed, modern, bright mark that embodies the momentum of our industry and Neuland’s four primary business values our customers expect. They are:
- Agility and Innovation
Neuland’s new mark, while simplified, is layered in the story. The bright, green, modernized peak expresses our unwavering commitment to agility and innovation in the healthcare research space. This single peak represents both our history and our ability to scale new peaks in science as a leading provider of Active Pharmaceutical Ingredients (APIs) and Advanced Intermediates.
The mark’s upward trajectory signifies innovation and growth. There’s an intentional, forward motion designed into the mark that expresses Neuland’s passion to remain agile, innovate, and break barriers in complex chemistry for life-giving healthcare solutions.
- Ethical Practices
Our new mark also expresses a powerful simplicity around the concept of ethical practices. While we’ve always prioritized ethics, this commitment is now made visual with a more accessible, simplified brand identity.
With a focus on transparency, integrity, and compliance, Neuland reaffirms its dedication to upholding the highest ethical standards in every aspect of our operations. Simply put, we do what we say and stand by what we do in every step of the R&D journey. We see ethical practices as a responsibility and an ever-present value on which to build lasting trust with stakeholders, peers, and customers.
- Collaboration & Partnerships
Progress is impossible in science without trustworthy, collaborative partnerships. For that reason, it became imperative to us to design the interconnected, crossover strands as a central part of the Neuland logo. Our commitment to building strong partnerships with stakeholders, including healthcare professionals, research institutions, and other industry leaders—is now visually central and represented in everything we do. To us, powerful partnerships are critical to advancing pharmaceutical research, development, and patient care.
- Sustainable Growth
We’ve made a huge pivot in our brand with a whole new color palette. Why green? It’s simple. Green is at the root of who we are as scientists. It’s a color that expresses our commitment to sustainable growth, which, in turn, is the essence of life and why we do what we do.
It’s a color that clarifies Neuland’s goal of not only striving to operate a successful business but doing so in a way that is environmentally responsible and socially conscious. For that reason, we are actively pursuing initiatives that contribute to the well-being of communities and the planet, aligning our growth with the broader goals of sustainability.
Who We Are
If you had a trusted friend and partner in the API realm, ideally, that person would be trustworthy; they would be impactful, pursuing ideas that matter. They’d be tenacious and value what it means to be a devoted research and business partner.
In more than 40 years in this industry, that’s who we’ve worked to become at Neuland – a trusted partner for our stakeholders, our customers, and our team members. Our most recent rebrand has allowed us to identify and express the important character values of being trustworthy, impactful, and tenacious in everything we do.
Making a Difference: Together
Neuland’s mission is to be the leading, end-to-end resource for innovators in the pharmaceutical industry. We pride ourselves on delivering excellence to our customers and maintaining accountability and transparency in every interaction. We have been supporting Pharma and Biotech companies in custom small molecule API development and manufacturing for four decades. We specialize in facilitating and accelerating drug development and offering globally compliant manufacturing facilities.
Are you ready to change the world? Our experienced team can help you navigate the complex components of pharma R&D, tech transfer, IP, project management, quality control management, and regulatory compliance. To partner with us and learn more about The Neuland Way, connect with our team today.
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