MFI lending to grow at 10-12% and unsecured retail at 19-21%.
So overall growth of 10% in loan book over 2 years for Arman is still reasonable as long as the strong balance sheet allows it to be a going concern.
Posts in category Value Pickr
Srivari Spices and Foods Limited (24-10-2024)
Entire FMCG sentiment is hurt due to poor HUL result
Johnson Controls-Hitachi Air Conditioning (24-10-2024)
Johnson Controls-Hitachi Air Condition. India | Financial Results
*not so good, decent. Q1 and Q4 heavy
Markets still hammered this
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (24-10-2024)
https://www.bseindia.com/xml-data/corpfiling/AttachLive/b1596b0a-1174-4679-9d85-fd49e8bc54fe.pdf
Shilchar declared super set of numbers. there is conference call scheduled for tomorrow. their investor presentation looks neat too. with expanded capacity Shilchar 2.0 will start now…
The SME portfolio (24-10-2024)
The stock option scheme of 4 lakhs stocks is almost 4% of current paid up capital, which looks huge. Is this normal?
The SME portfolio (24-10-2024)
Looked at their Nagpur Office photo on Google. Seems to be a office at home.
Can someone in Nagpur who can visit and see
Tube Investments Ltd ~ Diversified Engineering Company (24-10-2024)
Exactly, family was cracked. Thus, the settlement where shareholding is divided, and management control is with one section of the family.
This is a two year old story that I have tracked well since CGPower is a core holding of mine since 2020.
Sona Comstar BLW – Direct EV Play (24-10-2024)
There are many pros and cons to both Professionally Managed cos., Vs Promoter Managed. Even in a Promoted managed cos., we see professionals employed to handle Strategic as well as managerial decisions.
Many of the indian cos., are professionally managed, including banks, many of the MNC cos., ITC, Infosys, TCS etc. etc…
Oracle Financial Services (24-10-2024)
Oracle Financial Services reports strong numbers yet again
Net Profit Up 38.4% At ₹577.7 Cr Vs ₹417.4 Cr (YoY)
Revenue Up 15.9% At ₹1,673.9 Cr Vs ₹1,444.5 Cr (YoY)
EBITDA Up 34.5% At ₹750.6 Cr Vs ₹558.1 Cr (YoY)
Margin At 44.8% Vs 38.6% (YoY)
MTAR Technologies – A wager on innovation meeting economies of scale (24-10-2024)
Yes I went again to read concall transcript and Looked very confident of getting 200 cr qtr. despite few red flags, I took position today at 1570. Let’s see