1250/3 = 416 crore revenue addition from this order this year.
Around 416*4% (taking conservative Net profit margin of 4%)= 16-17 crore will be added to PAT.
Posts in category Value Pickr
DCX Systems Ltd (01-07-2024)
Sirca Paints India Limited (01-07-2024)
Wood Coating revenue guidance 380 cr (PU is going to grow very aggressively and we are expecting that this year out of the total wood coating sale, we are expecting about Rs. 379-Rs. 380 crores and almost 30% will be contributed by the Acrylic PU which was vis-a-vis 15% last year - Page no 14), decorative 60 cr (So, considering the move with the OIKOS, we expect that it will help us to gain much more competitive advantage when it comes to selling of the decorative business in the retail segment with this high-end value products which will allow us also to sell the primers and the economy emulsions along with this OIKOS high end products and help us to reach a targeted sale of Rs. 60-Rs. 65 crores this year vis-à-vis Rs. 24 crores in FY24. And once we are able to cross this number of Rs. 60-Rs. 65 crore this year, we see that then the momentum can go very fast in the next 2 years, we can easily achieve a number of Rs. 200 to Rs. 250 crores.) welcome brand 75 cr (Yes, so acquisition we have taken as it is without the growth number, so 100 or 50 where we also intend to take it 200 this year. So, yes that is something which is additional.). Hopefully they will be able to cross 450 cr revenue (anticipating they have added welcome revenue in wood coating ) or else 500cr +…
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Microcap momentum portfolio (01-07-2024)
- My look back dates are 1y and 6m are 30/06/2023 and 29/12/2023 respectively.
2a. As I was mentioning, instead of looking at the index values, if we were to look at NAV of some MF, that might be a good reference. The NAV of this MF might also suffer from same issue of weightage as it is purely passive investing. However, it is good comparison as that is what an investor will get if he had invested in that fund. I did a quick check on the NAV of this fund and compared from 09th May (when I started to compute NAV) to 28th June. Motilal has given a return of 15.68% and this pf has given 17.67%.
2b. Thanks for your clarification. This is quite possible. We have chosen 25 out of 250 stocks for investment. On days when the stocks outside our 25 go up or when stocks in our 25 go down, then clearly we will underperform the index. However, over longer periods, I expect that this pf will benefit by the same logic that we are holding just 25 of the strongest stocks. I might compare the returns with this fund on 1m, 6m and 12m basis going forward (as and when my NAV data becomes mature).
Thanks for your recommendation regarding Wesley Gray’s book. Will check it out.
Shriram AMC – Waking up after a hibernation. Mcap 300cr (01-07-2024)
Seems they are launching their own PMS now.
Sirca Paints India Limited (01-07-2024)
‘Yes. So, considering that exports will be a focus area and we are expecting it from these three containers which are going out in the market, we will have some commitments of the containers from each country, we will be doing 100% of CAPEX on the wood coating facility in the Gujarat region, space already identified with the minimum CAPEX, which will stand under Rs. 10 crores. But from the existing facility also with the 16,000 tons capacity yearly in single ships, we are already aligning ourselves and planning ourselves to take it to double shift’ page no 13… they wanted to say 16000 ton…
The industrial prudentil and investment company (01-07-2024)
Not sure why this holding company of KSB Ltd trades at very high discount of more than 85% (Rs 3650crs stake of KSB) + 475-500crs liquid shares held.
Is there any corporate governance issue with this co or KSB Ltd?
Disclosure: Invested . Not a registered RIA. Not a buy/sell recommendation. Just seeking views. Consult your Investment Advisor.
Sirca Paints India Limited (01-07-2024)
@Krishna_Kumar
16000crore?
it could be misleading
AGI Greenpac- on the cusp of growth? (01-07-2024)
thx Sid_Mathew for the update That is why the stock is up around 8% today i think by the end of August the court decision will come in favor of AGI
Sirca Paints India Limited (01-07-2024)
‘So, now we talk about the run rate of the manufacturing facility after the manufacturing
agreement coming live into action with the first full batches coming into place in November
from December, January, the facility has started producing in full swing and in March we
recorded a manufacturing volume quantity of about 7.5 lakh liters, which takes us to an annual count of about 8,400 tons and along with this, we expect that the kind of growth we are expecting this year, we should be able to reach to almost 90% of the capacity utilization, which is about 16,000 crore in next 1-1.5 year at max’. from page no 5 of concall… Can someone pls explain this?
DCX Systems Ltd (01-07-2024)
Although order has to is to be executed across 3 years, it is still a very welcome order.
L&T single order of 1250cr. Great achievement.
Lockheed Martins trial order from last year. Great achievement.
Future is bright. Company has to execute and uphold the quality.