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Posts in category Value Pickr
Sandur Manganese (15-03-2024)
Hi @baniyainvestor,
Could you share your numbers here?
Your numbers look too ambitious considering the expected FY24 numbers.
Sandur Manganese (15-03-2024)
Hi @baniyainvestor,
Could you share your numbers here?
Your numbers look too ambitious considering the expected FY24 numbers.
IDFC First Bank Limited (15-03-2024)
Thank You Very Much Sir
Pragnesh’s portfolio (15-03-2024)
Added more moldtek packaging today after 3-4 yrs
Goldman sach is selling, that meight be reason for fall.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (15-03-2024)
Oil Minister says Probably’ state fuel retailers still incurring revenue loss on diesel sales
Have launched Ethanol-100; an auto fuel to be available at 400 petrol pumps from Apr 1, 2024.
Seems like good news for sugar stocks?
IREDA: Renewable Energy Powerhouse (15-03-2024)
Well the stock has indeed corrected 30% from this post, and it looks slightly less overheated, but given the current jitteriness in the market pre-election and steep corrections in PSU stocks, I’d still wait and watch. Valuations are still on higher side but nowhere as crazy as they were 1 month ago and stock was enjoying huge euphoria among retail.
Biocon – The ultimate biosimilars play! (15-03-2024)
Has company given any guidence for FY-25.
In terms of sales and opm and bottom-line.
At this juncture stock looks intresting and nicely priced.
Did go through transcripts and earning calls, could not find a guidence for FY25.
Their estimate for FY-24 stands at 8-9% topline growth.
Anyone with an idea, please comment?
Shalby Hospitals (15-03-2024)
Financial arrangement with Bajaj Finance
def2b6ae-320c-4e18-b272-b9b4ea216a20.pdf (1.3 MB)
Expected Revenue ~ Rs 150 Cr in FY26.!!!
IDFC First Bank Limited (15-03-2024)
https://www.bseindia.com/stockinfo/AnnPdfOpen.aspx?Pname=25937e30-a4ee-439f-ac74-0dd3000d522a.pdf → you can find guidance in investor presentation of last quarter
here is the snap
