Hi Arpit, I don’t use Twitter much, but you can find me there with the handle @ranjanpravin
Posts in category Value Pickr
Deepak’s portfolio requesting feed back (24-04-2024)
I am not sure if I would hold large caps stocks like Asian Paints, Dr Reddy or HDFC AMC at such a low allocation. They will take years to become 2-3x and that will hardly have an impact on your portfolio adjusting for time and opportunity cost.
Generally I don’t recommend having less than 2% allocation in any stock but if one were to, I would rather have small caps in the lower allocation band. If selected wisely they can give 5-6x times time-adjusted return compared to large caps.
Hatsun Agro: Arokya milk for your good health! (24-04-2024)
First time in last 10 years Negative Operating Cash Flow -71 cr, mainly due to huge unprecedented build up of inventory 1452 cr…
Greed:This will definitely help it achieve 3000cr+ turnover in Q1FY25 and 10000 cr+ FY25 and good margin(stable milk price) and industry tail wind will improve overall financial performance, may be best ever.
Fear: Company is negative on operating cash flow, has increased almost same amount of debt as operating profit for the year and even its dividend are funded by debt for last 10 years. and it cant survive without incremental debt. it may be beginning of end
Disc: Invested
Piccadily Agro Industries Ltd (24-04-2024)
Does this imply that products manufactured with expanded capacity will be ready to be sold after 5~7 Yrs.?
Another question to all who have conviction in this business?
None of the results filing has a business update from the management to the minority shareholders. Even AR has limited insight. How do you make a decision to become and continue to be a shareowner?
Piccadily Agro Industries Ltd (24-04-2024)
Salient points of interview on NDTV –
- Present capacity 12,000 litre malt/day.
- Single malt need 5-7 years to mature.
- Capacity expansion at existing Indri plant.
- New plant coming up in Chattisgarh for malt.
- Capacity in indri will start in CY24 & will be 2.5x in this FY24.
- 30K litre/day malt capacity in Sep-Oct CY24.
- New capacity will take capacity to 60k/day in FY26.
- 13-15% Net Profit Margin for FY25.
- Operating Profit Margin may drop 1-2% from 23% in FY25 with growth
of 30%. - Very bullish about Kamikara rum.
Guj apollo equipments ltd (24-04-2024)
Dear Rajeevji,
Are you still following this company? Please update if any.
Thank you
Equitas Small Finance Bank: A Profitable lender to small businesses (24-04-2024)
Q4 Results.
Growth is there , however slippages have also incresed
https://www.bseindia.com/xml-data/corpfiling/AttachLive/6f4374dd-9ba6-4e78-b175-dbdbc68dd17d.pdf
MCX and Financial Technologies (24-04-2024)
Quoting a news article “the volume of options has grown from ₹95,989 crore in Q3FY24 to ₹113,672 crore, while the amount of futures has decreased from ₹20,796 crore to ₹17,558 crore. As a result, operating revenue decreased slightly from ₹191 crore to ₹181 crore”
MCX and Financial Technologies (24-04-2024)
Need to check once again – what i recollect of having seen is volume is higher in all segments