Is Archean chemical enjoying these war like situation taking place between Israel and Iran ?

Sharing some notes from tracking exports for last 1 yr+ at high level

• Real kicker for them is exports of Power n distribution transformers (supported by huge demand supply mismatch), which have way higher KVA ratings (and they supply directly to Energy giants MNCs – something other Transformer players are yet to crack/scale ) ,

• custom magenetics is a long standing client & exports fall under below HS code, less than 1 KVA (more in telecom & electronics transformers) – this is likely very small in overall scheme of things

• per concall of exports – US are arnd 30% while 70% type is in Middle east, most of tools tracks US side shipments

Promoters deserve credit for getting global approvals and having invested in plant during down cycle years here – all of this is culminating in numbers delivery from last many qtrs (6-7).

investors like @sharemarketgen_ , @T11 and other VPers here have identified the trend way early and got on the ride, and kept sharing info/AGM notes right from times when mkt cap < 300-400 cr , totally different thing as to how many actually continue to hold it given solid rise & a legacy narrative to bucket sector in cyclical etc(however length of cycle is something mkt has surprised many) !! Been a solid learning for self as well.

Transformer sector dynamics and promoter commentaries clearly support tailwinds to persist for some time to come, though names seem to be getting in well discovered zone now.

D – invested

The company has stopped concalls this FY (qtrly PPTs and concalls were a regular feature till FY23). This is pretty extreme / drastic action – does anyone have an inkling about it? I heard the last (Q4FY23) concall I could not pickup any stated / implicit intention of the mgmt in this regard.

DCF: Goal is to calculate the value of the company. Model is used to arrive at the value [1] of the company. The same is compared with the prevailing prices. For the holding horizon [2], latest cash flows (CFs) are compounded at the expected growth rates [3] [educated guess basis inference from the management’s or competitors commentary]. Compounded CFs and terminal value [4] (value,which is also calculated using exit PE multiple, at the end of the holding period) are discounted using aspired equity return rate [5]. Discounted CFs are summed up to arrive at the value of the company. Overall, it calculates parameter 1 by using parameters 2,3,4, and 5.

Reverse DCF: Goal is to calculate the expected growth rate. It considers the value of the company the same as the prevailing prices. Parameter 3 is calculated by using parameters 1,2,4, & 5. Since growth rate [3] is derived, it’s known as IMPLIED growth rate.

I wanted to know how the implied growth rate is beind derived from current market price and PE ratio “
Below is the excerpt from current article .Can somone explain how is the implid growth rate being derived for the same

Performing a reverse discounted cash flow (DCF) for Jubilant FoodWorks (Domino’s) using a 3-year average Price-to-Earnings (PE) ratio as the exit PE after 10 years reveals an implied earnings growth of ~16%?”
Please do explain by example for easy understanding