Noticed it earlier but just beacuse he must have met the target as he has made almost around 8-9x from his entry
Flueted panels is a very trending space and it is being used widely across every region by interior guys
Posts in category Value Pickr
SmallCap Hunter : Trying to find the dark horses with triggers (08-05-2024)
Recently Compiled some notes on ADC India Communications.
ADC India Communication.docx (6.2 MB)
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (08-05-2024)
While no exports is being allowed, ethanol procurement will continue so from oct onwards sugar sector will be back on track.
Ujjivan Financial – Small Finance Bank (08-05-2024)
RBI has only approved his appointment yet. He will be among the panelists only after he joins the company – might take 3-4 months.
Sula vineyards – pioneers in indian wines (08-05-2024)
Sula Vineyards reported a 4.2% drop in fourth-quarter profit.
Sula’s revenue rose nearly 10% to ₹131.7 crore in the quarter on a 14% jump in wine sales.The company’s wine tourism segment grew more than 31%. However, the cost of raw materials, which include grapes, sugar and yeast, surged nearly 9% to ₹88.8 crore, hurting its profit.
Dhabriya Polywood – a history waiting to be written? (08-05-2024)
Mukul Agarwal has been constantly reducing his stake in the company.
Dhabriya Polywood – a history waiting to be written? (08-05-2024)
A bit of info that I found:
The fluted panels brought in by the company is being used a lot in the interiors of houses with contractors themselves recommending the polywood brand for the wall paneling
L&T – Bluechip, Value play, Digital giant in making (08-05-2024)
Larsen & Toubro Quarterly Results (Year Ended March 31, 2024)
Key Financial Highlights:
- Consolidated Revenues:
- Annual: ₹221,113 crore (21% YoY growth)
- Quarter (Q4): ₹67,079 crore (15% YoY growth)
- International Revenues (Annual): ₹95,086 crore (43% of total revenues)
- International Revenues (Q4): 45% of total revenues
- Profit After Tax (PAT):
- Annual: ₹13,059 crore (25% YoY growth)
- Quarter (Q4): ₹4,396 crore (10% YoY growth)
- Order Inflows:
- Annual: ₹302,812 crore (31% YoY growth)
- Quarter (Q4): ₹72,150 crore (5% YoY decline)
- International Orders (Annual): ₹163,112 crore (54% of total orders)
- International Orders (Q4): 35% of total orders
- Order Book:
- As of March 31, 2024: ₹475,809 crore (20% YoY growth)
- International Orders Share: 38%
- Dividend:
- Recommended final dividend: ₹28 per share
Detailed Segment-wise Performance:
- Infrastructure Projects:
- Revenue (Annual): ₹114,008 crore
- Revenue (Q4): ₹38,369 crore
- Segment Result (Q4): ₹2,629.80 crore
- Energy Projects:
- Revenue (Annual): ₹29,571 crore
- Revenue (Q4): ₹8,216 crore
- Segment Result (Q4): ₹860.62 crore
- Hi-Tech Manufacturing:
- Revenue (Annual): ₹8,765 crore
- Revenue (Q4): ₹2,571 crore
- Segment Result (Q4): ₹356.79 crore
- IT & Technology Services:
- Revenue (Annual): ₹44,916 crore
- Revenue (Q4): ₹11,383 crore
- Segment Result (Q4): ₹1,869.32 crore
- Financial Services:
- Revenue (Annual): ₹13,109 crore
- Revenue (Q4): ₹3,598 crore
- Segment Result (Q4): ₹694.01 crore
- Development Projects:
- Revenue (Annual): ₹5,628 crore
- Revenue (Q4): ₹1,259 crore
- Segment Result (Q4): ₹139.22 crore
- Others:
- Revenue (Annual): ₹8,493 crore
- Revenue (Q4): ₹2,516 crore
- Segment Result (Q4): ₹481.60 crore
Additional Key Metrics:
- EBITDA:
- Annual: ₹23,494 crore (13% YoY growth)
- Quarter (Q4): ₹7,234 crore (6% YoY growth)
- EBITDA Margin (Q4): 10.8%
- Finance Cost (Q4): ₹926 crore (14% YoY growth)
- Depreciation & Amortization (Q4): ₹1,021 crore (20% YoY growth)
Multi-Disciplinary Reading – Book Reviews (08-05-2024)
Some of the best books on investing aren’t investing books at all. Here’s a good one published by the CIA in 1999.
It discusses the limitations of human mental processes and how they can lead to cognitive biases and errors in judgment, particularly in the context of intelligence analysis.
It is relevant to investors as it highlights the importance of understanding one’s own biases & limitations in making critical decisions with incomplete information.
