Hi Stage !..you were spot on with BDL.
Its running like a sandh and seems its gonna finish off the 3rd wave in a month ! 
It ran past quickly before i latch on my wagon , now i am too scared to hook up !
Posts in category Value Pickr
StageInvesting +Elliot Waves (24-05-2024)
PG Electroplast – Potential for cooler returns? (24-05-2024)
Very impressive guidance for FY25.
Con call:
Not only FY25 management is confident about growth prospects beyond the FY25.
In discussion with the lot of customers in RAC segment, who are willing to relocate their operations from chaina to india. This year RAC demand is very huge and companies are short of capacities
In Discussion with few clients to introduce new products, shortly we will get to know.
In few month IT-Hardware execution will start for 1 customer.
FY25 PLI benifits- 30 Cr and state incentives could be 35-40 Cr range- Over all 65-70 Cr can get from the incentives only. Over all PLI + State could be ~500 Cr.
| Year | PLI | State incentive |
|---|---|---|
| FY25 | 30 | 35-40 |
| FY26 | 36.5 | 20-25 |
| FY27 | 51 | 20-25 |
| FY28 | 60 | 20-25 |
| FY29 | 20-25 | |
| FY30 | 20-25 | |
| FY31 | 20-25 | |
| FY32 | 20-25 | |
| FY33 | 20-25 | |
| FY34 | 20-25 | |
| FY35 | 20-25 | |
| FY36 | 20-25 | |
| 177.5 | 255-315 |
IRM Energy – A new kid on the (listed CGD) block (24-05-2024)
I agree. For promoter this is not the right way to take money out of company
IRM Energy – A new kid on the (listed CGD) block (24-05-2024)
No idea. But what is there to license in first place. Even if it was one time, I am not ok with it.
Red Tape Ltd. – The next fashion giant? (24-05-2024)
Better late than never…Just came across this one month old article.
IRM Energy – A new kid on the (listed CGD) block (24-05-2024)
License fee of 4.29cr for full year or for one quarter?
Indotech – A turnaround story? (24-05-2024)
Indotech Q4FY24
YoY
Sales +22%
Net profit +33%
QoQ
Sales +26%
Net profit +140
BCL Industries – Ethanol Pick (Capacity 3.5x in Next 2 Yrs) (24-05-2024)
Results are very disappointing, we are expecting improvement in margins but nothing improved even the ethanol selling price is hiked by 9%.
Management commentary on the margins is also not satisfactory.
IIFL Finance (erstwhile IIFL Holdings) ~ Retail focused diversified NBFC (24-05-2024)
They got credited to my DP today
Sharda Motors – Emission tailwinds or EV threat to exhaust systems? (24-05-2024)
I don’t think, the buy back record dates are announced yet…