SDBL has released the investor presentation on link here
For the the most interesting slide is about growth drivers.
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Posts in category Value Pickr
Som Distilleries and Breweries (29-04-2024)
Screener filters to filter financially sound companies (29-04-2024)
Hi,
From the Trade section of Screener.in , I got the following holding/ previous holdings of a fund management company with the following screenshot.
Can anyone point if there is any difference between ‘Buy’ and ‘B’ terms. Also between SELL and ‘Sell’. ?
Semiconductor world – CPU/GPU Wars (29-04-2024)
Just a word of caution. I have long stopped following what this (moore’s law is dead) youtube channel posts. Noticing lot of his predictions do not checkout in the future. Off late he was also hooked on with false information by trollers.
The SME portfolio (29-04-2024)
What is the source of this information? Please mention that.
Avantel (29-04-2024)
why would that happen, ideally once they have been qualified as vendor, they will keep getting orders so long as L&T keeps getting it, decisions maybe delayed since this is an election year but railway spend is expected to continue for the forseeable future. That beside, trust the management to creat value and make sure they grow
Mrs Bectors Food Specialities: Can it beat the industry? (29-04-2024)
Read the DRHP. The brand belongs to the listed entity for biscuits only and for sauces and dressings it is with his brother’s company (Akshay Bector). All disclosures have been made in the prospectus while listing.
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (29-04-2024)
There are many but from the same space you can look at Voltamp and Techno Electric. Check the trends in working capital and cash conversion cycles. Zero debt, healthy cash flow generation and run by good management. In the capital sector you can look at names such as Triveni Turbine, KEI industries etc. Very healthy balance sheet and working capital management.
Then there are names from highly cash guzzling and low ROCE sectors like construction such as NCC. They do lots of projects for government customers who are known for delaying/withholding payments. Company is focused on strengthening balance sheet through prudent working capital management and it reflects in their continuously declining debt.
Dreamfolks services limited( DFS) (29-04-2024)
Agreed. But eventually it will grow and it makes sense to stay invested for the long term. The price is also showing some breakout signs so lets see.
Elecon Engineering Limited (29-04-2024)
Would like to add to this, as per the management one shouldn’t expect the same growth rate to continue in the next 6-9 months, this was anticipated due to the nature of the business, and lokh sabha elections.