sai silks (kalamandir)
Posts in category Value Pickr
Pragnesh’s portfolio (23-04-2024)
Each person has his own strategy.
If you are very long term investor(5-10 yrs), you have to avoid
A…high pe stocks
B…Hot industry
“Truly big return comes when you have both earnings growth and a rising multiple. Ideally, you’d have both working for you.I call these two factors—growth in earnings and a higher multiple on those earnings—the “twin engines” of 100-baggers”.
-from book 100 baggers
So for twin growth of earing and growth of PE, we need to buy stock at low PE ratio.
If you are momentum investor , say 2-3 yrs, you dont need to follow PE ratio at all.
MCX and Financial Technologies (23-04-2024)
software charges down. revenue up YoY . with commodity heating up , expect revenue to go further up .
Tejas Networks – Product based IT business in a favored sector? (23-04-2024)
Thanks that’s helpful read
MCX and Financial Technologies (23-04-2024)
MCX results are out – numbers looks very good
Elecon Engineering Limited (23-04-2024)
Management is fully aware of the cyclicality nature of the industries they work with and hence have opened up the export doors and signed with 11 OEM’s in a short span of time. They know once recession or slowdown sets in next 2-3 years in domestic market, they want to cover up the loss from international markets and be fully ready for it.
This is what smart promoters do. Under promise and over deliver.
Invested from 142Rs. No plans to exit yet.
Oriana Power – SME play on Renewable Energy (23-04-2024)
CBG EPC Opportunity size for Oriana:
Gruner is expecting 5000crs orderbook from 100 CBG plants (50crs per plant) in FY25 after starting operations in 2023. India plans to add 5000 CBG plants by 2027, this is 250,000crs market in next 3 years!!!
“Noida-based Gruner Renewable Energy announced this week that it has bagged multiple projects worth INR 1,500 crore ($180 million) for compressed biogas (CBG) plants across the country. The company bagged these projects within the first year of its incorporation.
Gruner stated it secured eleven projects valued INR 1,100 crore from a leading business conglomerate in India and 19 other projects worth INR 400 crore from individual business leaders.
Gruner will develop these CBG plants across India. The plants will have a cumulative CBG production capacity of 88,000 tons per year. The projects will be strategically located across various cities, including Ayodhya (Uttar Pradesh), Satna (Madhya Pradesh), Balasore (Orissa), Navsari (Gujarat), Yavatmal (Maharashtra), Vijayawada and Rajahmundry (Andhra Pradesh), and others.
For smooth operations of these projects, Gruner will add around 900 professionals and skilled labour taking its workforce to a total of 2,500 employees including site workers by next quarter.
Utkarsh Gupta, founder and CEO, Gruner Renewable Energy, said, “Currently, India satisfies about 85% of its crude oil demands through imports. However, there is a gradual effort underway to expand biofuel production capacity within the country. By leveraging our current orders in hand, we aim to reduce India’s overall expenditure on crude oil imports by INR 8 billion. Furthermore, our efforts aim to benefit farmers and generate employment in the energy industry, fostering awareness and development. We aspire to play a pivotal role in India’s commitment to becoming a net-zero economy by 2070 through renewable energy.”
Gruner, which started its operations in February 2023, currently oversees a robust portfolio comprising 30 on-going projects nationwide. The company aims to augment its project count to 100, aiming new order value of INR 5,000 crore in the current FY 2024-25.”
Oriana Power – SME play on Renewable Energy (23-04-2024)
Oriana H2 results on 2nd May. Lets see how it comes. I am more interested in the results presentation (future strategy) and management concall commentary!!!
Amit Singh Learning page (23-04-2024)
Waaree Technologies
Waaree ESS Presentation-2023.pdf (4.4 MB)
Ranvir’s Portfolio (23-04-2024)
@ranvir Sir are tou tracking Sakar Healthcare?