In August 2018 the company had guided to foray into pet food and fish feed but that never happened also, does thai union sell pet food in Thailand, most probably they would be selling similar stuff in India too.
Posts in category Value Pickr
TAAL Enterprise – cheap valueations (18-02-2024)
Have been holding Taneja Aero for the past 10 years. What I don’t understand is that when TAAL was their subsidiary, Taneja Aero was not reporting much revenues and profits from them – when it demerged suddenly the TAAL market cap is substantial relative to its origins
Phantom Digital Effects Limited (18-02-2024)
I tried calculating based on screener results but there were preferential shares issues last qtr and the EPS also shows incorrect for the previous qtr in screener.
Screener result:
@pratyushmittal Can you please have a look. I hope its not the case with other companies in screener. We are thankful for the screener which has made the life of investors easier. 
Eco Recycling Limited (Ecoreco (18-02-2024)
Well the actual trigger has been the release of the new Producer norms for recycling. What that has done is forced big ticket Electronic and Electrical companies to make sure they procure back a percentage of all the items they sold and sell it to established recyclers in the organised sector. So far in the absence of these rules, Eco Recycling was not seeing much growth in business as they were competing against unorganised ‘kabbadiwalas’ – Now the corporates will deal only with compliance recyclers like Eco Recycing who will be assured of a large quantity of quality scrap which they in turn will sell. This is the big change leading to almost 300% increase in valuations in the past year alone. Whether this is justified time will tell – I don’t think the management has been the most ethical one in the past and there is not much of a management team, so all depends upon execution and transparency
Deepak Fertilizers and Petrochemicals (18-02-2024)
but there is no exchange notification in this regard…
Venky’s India – Leader in Chicken and Eggs (18-02-2024)
Venkys india limited
Only listed and largest company in india engaged in poultry, breeding and chicken meat processing
Revenue split
Poultry and poultry products, 39%
Animal health products, 6%
Oil seed segment, 55%
Company is a prominent supplier to many QSRs And International chains Like KFC, Pizza Hut, Burger King, McDonald’s etc
Companies profit margin is dependent upon the price of raw material to poultry feed . In the last 10 years in order to reduce It’s volatile business to non-volatile business Company did backward integration by opening Three. Soya processing plants with a total installed capacity of 5.4 lakh MTPA and Expansion of animal health segment
The Company has announced the setting up of new project for manufacturing of veterinary medicine products under animal health segment and project to be commence from the February 2024 In which company is expecting 30% additional revenue post completion of new projects
Company sales. Margin
2012, 990 crores. 7%
2017, 2400 crores. 11%
2024, 4000 crores. 3%
Currently, due to the inflation or the high cost of raw materials of the feeds company is facing lowest margin and its 12 years of history which is 3% but Sale has been increased from 990 crores to 4000 crores. With addition of new project. It can add further 1000 crores Revenue
When the prices of raw materials like maize And soya falls. The company can achieve its margin back to 6 to 14%
Based on current sales If company achieve 6% margin, current profitability will Increased by 4X
If margin achieve its highest ever 14% Profitability will increases to 10X
Being a commodity play Company has well placed its business from Volatility to non-volatile segment. Considering the economic growth of India from 4 Trillion to 10 Trillion By 2030 With a growth of per capita income We can expect the huge surge in consumption theme
Venkys can be one of the good play under consumption theme
Oracle Financial Services (18-02-2024)
Oracle Financial Services’ Sony Singh Talks About The Strategy To Leverage Generative A.I |CNBC TV18
ofss gm Sonny singh interview
very rare you can find details about OFSS strategy
sharing
Electric Cars/Bus :: Call it a Disruption? (18-02-2024)
First made in India Sodium ion battery- Starter Battery with 10 year warranty could be a game changer for EV industry in India.
While this appears to be a relatively small company which has launched this product , Big Daddy like Reliance is already sitting on this technology which has no imported lithium ion in it for all types applications as energy storage solutions.