Ratings downgrade.
Posts in category Value Pickr
DDev Plastiks Industries – A Smallcap Gem (02-04-2024)
Was mentioned in a HDFC report on Ddev.
DDev Plastiks Industries – A Smallcap Gem (02-04-2024)
Can you plz mention the source of it? There are many chemical companies though that provide hffr additives but not sure if any company manufactures hffr plastics.
HFFR plastics are used in datacenters, so this can act as a catalyst.
Do we know the margins for hffr plastics? couldn’t find it in company ppt.
Piramal Enterprises Ltd (02-04-2024)
May be a good news in desguise. HFCs can have different investor class, hope they will be able to raise money from market or sell Asset backed securities on house.
Equity Investing as a full time career? (02-04-2024)
Others seem to be best option (as not employed does not seem right).
Cupid Ltd – Helping the world play safe! (02-04-2024)
- Quarterly results are being announced very early (positive signal)
- They have done right thing in backing off from planned investment in TFCI
- Stock split and bonus will increase liquidity
Piramal Enterprises Ltd (02-04-2024)
Looks like Piramal Capital and Housing Finance need to list by Next year. I do not think they have ever mentioned about this in PEL con call so far.
By the way Baja Housing Finance is getting to ready for IPO sometime this year with valuation of around $10 billion as per NDTV Profit
Godawari Power – Any Trackers? (02-04-2024)
Hi @Kumar_manas ,
There can be multiple reasons why it might have happened to you. The real reason might totally be not related to you or this forum.
There can be multiple others, totally normal reasons like –
- The deletion of the flagged post might be automated based on certain critieria.
- As there are few admins on this forum, it can be possible that they might be deleting the flagged post without thinking much due to work load.
- You are popular here and chances of getting few flags over many likes are quite probable on atleast some of your views.
- Due to certain thought process at the particular time, someone might have flagged your post.
- Someone might be testing flag feature on your post.
- Not all people have similar level of knowledge or thought process hence they might have thought your post as diverse.
- Even if you try your best, not all people think the same. One of the reasons for volumes in stock market.
- Admin might be suspecting of some legal consequences.
- People at sandur manganese might have flagged your post as thread is well read.
Only @moderators might provide the real reasons and I hope they clarify it.
Hope to see you again posting here.
Disclosure : I don’t understand the complete matter. Just trying to provide the possibilities of an event based on few assumptions.
Will delete this post in 24 hours as this is off topic.
Hindustan Foods (02-04-2024)
Some of the interesting facts on Q3 commentary
- Why Gross Block is one of key parameter of FMCG company?
Some key aspects on gross block of commentary:
I would like to highlight that in the last 5 years, our gross block has grown fivefold to more than INR1,000 crores. This has been done on the back of both greenfield expansion as well as M&A. This strong foundation is now enabling us to plan for new investments that will set tone for the future growth over the next few years!!!
We will invest around INR800 crores, INR900 crores in gross block in next 2 years. Some of it already been in public domain, the ice cream factory or the shoe business or Baddi and all those things. And the fundraise, which we have done, coupled with the debt which we take and also the internal accruals will fund this growth for next 2 years.
Assume at the end of the FY26, Gross block will be 1800-1900 Cr and 4X assets turnover means ~ 3600 -3800 Crores turnover in future. (The company target of 4000 Cr, which one match on this concept)
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In addition to the continued investment in the FMCG business, like our new ice cream plant in Haryana, the new beverage plant in Assam and a few others that we are working on, we’ve also been working on opening up adjacent sectors where we think we can grow. One of these sectors is OTC pharma and health care products in which the company has identified certain M&A opportunities. : This one apart from existing unit at Baddi.
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The other sector that we’ve been bullish about has been the sports shoe category, where we are seeing some tailwinds due to the government policies and global trade movements. To leverage this, we again have decided to go the route of inorganic growth and have identified some M&A opportunities, which should help us scale this business sooner. They have already announced on 01.04.2024.(
perfectly tick)
Now after the shoe acquisition, and I’m talking about maybe a quarter from now, we will have a slightly larger take in terms the gross margins for a couple of reasons. One, that there is a lot of shared manufacturing as far as the shoe business is concerned. And the shoe business functions in a completely different way. The shoe business will become sizable in the next, let’s say, 6 months. And post that, I will come back to you with some kind of definite guidance in terms of
gross margins. (Improvement in Gross margin means bottom-line to some extent will be improved)
