I am not saying that they will decrease the dividend but it would be hard to grow dividends in long term without adding assets. Even road assets have risk like decrease in traffic, sudden increase in maintenance costs or natural calamities. If you keep adding assets which are DPU accretive, the concentration decreases and the overall company is more stable.
Posts in category Value Pickr
Cineline India – Picture abhi baaki hai (05-06-2024)
As per promoters this draught would continue, as there is no good content on horizon as well.
Embassy REIT: Is this “Blackstone” promoted REIT is real diamond? (05-06-2024)
Apologies to bring this one up again. I tried reading thread but did not get any answer for this. Can someone help?
Smallcap momentum portfolio (05-06-2024)
Thank you, I am sure you will update us soon such situations take place.
Yatharth Hospital & Trauma Care Services Limited (05-06-2024)
I personally did not like the fact that no disclosure about 70crs being frozen was made to exchanges. Also money being frozen is not a routine thing. Exited for now.
Will re-enter if it tanks further to 370 levels.
Smallcap momentum portfolio (05-06-2024)
What is the Sharpe ratio range you are normally ok with?
Zomato – Should you order? (05-06-2024)
Not really.
FY26 consol PAT is likely to be around 3400 crs – 2400 crs (food delivery) + 1000 crs (blinkit)
On that basis, the stock is what 50x FY26? not expensive for a duopoly business in a high growth industry
Hell Dmart trades at 100x despite 12% growth… same with all fmcg cos
IRB INVIT TRUST- new game in the town! (05-06-2024)
There’s also the case of Deferred Premiums to NHAI which is putting downward pressure on share price.
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IRB Tumkur Chitradurga Tollway (IRBTC) was supposed to pay a fixed annual premium to the National Highways Authority of India (NHAI) with an increase every year.
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Due to lower toll collections in the initial years, NHAI allowed IRBTC to defer the premium payment from FY 2014-15 to FY 2024-25.
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Repayment of deferred premium:
- The deferred amount will be treated as a loan and needs to be repaid with interest at 2% above the RBI bank rate.
- Currently, the outstanding deferred premium with interest is around ₹538 crore (or a little more).
- IRB InvIT will repay the dues when they have enough surplus cash.
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Impact:
- Deferring the premium helped IRB InvIT improve its cash flow in the initial years and distribute higher payouts to unitholders.
- However, this is a liability that needs to be settled eventually, and it can put a strain on future cash flows.
Data Patterns (India) Limited (05-06-2024)
Heavy selling in counter for some days. Any news been in lately? Didn’t find anything on google