Annapurna Swadisht is guiding for a growth of atleast 50% CAGR for the next 4-5 years. Their guidance in inline with their recent performance and their filings confirm that they are on their guided path.
Posts in category Value Pickr
Companies with 20%+ growth guidance for next few years (07-04-2024)
Annapurna Swadisht is guiding for a growth of atleast 50% CAGR for the next 4-5 years. Their guidance in inline with their recent performance and their filings confirm that they are on their guided path.
Skipper Ltd., (Power and Water) a moat in making? (07-04-2024)
765kV tension tower under test for Power Grid Corp.
Personally shocked how the street hasn’t taken to Skipper yet. Q4 results are going to blow us away!!!
Skipper Ltd., (Power and Water) a moat in making? (07-04-2024)
765kV tension tower under test for Power Grid Corp.
Personally shocked how the street hasn’t taken to Skipper yet. Q4 results are going to blow us away!!!
Avanti Feeds (07-04-2024)
How does intention even matter ? Even if it is political and if the industry is export driven, any such action means a significant headwind for the firms. From investment perspective, this could be a big drag.
However, even with intention, it is being done by almost every nation. Nothing to do with US or West. India is also protective about a lot of industries. And, every country is within their rights to define the quality check. Indian pharma is a shining example of how the industry has grown in generics in US even though its such a highly regulated place.
Avanti Feeds (07-04-2024)
How does intention even matter ? Even if it is political and if the industry is export driven, any such action means a significant headwind for the firms. From investment perspective, this could be a big drag.
However, even with intention, it is being done by almost every nation. Nothing to do with US or West. India is also protective about a lot of industries. And, every country is within their rights to define the quality check. Indian pharma is a shining example of how the industry has grown in generics in US even though its such a highly regulated place.
Red Tape Ltd. – The next fashion giant? (07-04-2024)
Noticed a huge new store of Red Tape coming up near my home in Lucknow.
This is a prime commercial area and must be expensive. Since few months back I was seeing a new building getting constructed and 2 days back saw that Red Tape store is opening
More interesting thing is that Lucknow already has 5-6 stores now and the earlier ones were in a bit of outer areas but now they are opening big stores in prime areas (earlier I had posted about new store in hazratganj, which is a very expensive area).
Given that if they are able to open so many stores in city like Lucknow then the potential to keep expanding is huge.
But we also need to keep a check if things are running well or not.
Ayush
Red Tape Ltd. – The next fashion giant? (07-04-2024)
Noticed a huge new store of Red Tape coming up near my home in Lucknow.
This is a prime commercial area and must be expensive. Since few months back I was seeing a new building getting constructed and 2 days back saw that Red Tape store is opening
More interesting thing is that Lucknow already has 5-6 stores now and the earlier ones were in a bit of outer areas but now they are opening big stores in prime areas (earlier I had posted about new store in hazratganj, which is a very expensive area).
Given that if they are able to open so many stores in city like Lucknow then the potential to keep expanding is huge.
But we also need to keep a check if things are running well or not.
Ayush
Investing Strategy for next 1-2 years (07-04-2024)
| Company | TTM PE | EPS Growth | PEG Ratio | Portfolio share |
|---|---|---|---|---|
| CIE Automotive | 20.96 | 4.76 | 4.40 | 16.94% |
| Jamna Auto | 33.1 | 19.51 | 1.70 | 14.72% |
| Usha Martin | 22.74 | 16.67 | 1.36 | 8.4% |
| Praj industries | 35.51 | 36.36 | 0.98 | 13.35% |
| Amara Raja | 15.52 | 25.64 | 0.61 | 15.38% |
| Coal India | 9.04 | 62.26 | 0.15 | 10.02% |
| Balrampur Chini mills | 12.05 | 114.29 | 0.11 | 8.13% |
| Shivalik Bimetal | 34.59 | -6.25 | -5.53 | 7.57% |
| HFCL | 45.95 | -2.61 | -17.61 | 5.49% |
I have calculated the PEG ratio of the companies using TTM PE value and EPS growth. Have bought these over the last 8 months.
Out of these Amara raja and Usha Martin have given 20%+ returns.
Besides these I am thinking to add
- Antony Waste – In the waste management sector. Mainly handles government orders but says it will increase the share of non-government based contracts to 5% in revenue. Currently price is range bound between 447 and 560 I think. Sales have increased YOY basis every time. Also, idea of Waste-to-Energy plant is good.
- Gravita – Also in the same waste management sector but handles Lead, Aluminium and Plastic. Lead is the major contributor in revenue. Recycles the aluminium into different products and then sells it too which is again a nice idea.
- JTL Industries – Company’s product offerings include Electric Resistance Welding (ERW) pipes, galvanized pipes, solar structures. Sales growth is amazing. Big expansion plans upcoming.
Also, want to increase quantity for Amara Raja and more companies.
Mrs Bectors Food Specialities: Can it beat the industry? (07-04-2024)
KFC, Burger King, Subway, B2C, and Contract manufacturing for Mondelez, do not have the revenue breakdown in QSR vs other, but 9MFY24 numbers are 750cr from Biscuits and 450cr from bread/bakery.