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Posts in category Value Pickr
Force Motors – racing ahead! (12-02-2024)
Q3_FY 2024 RESULT:
Revenue is up unexpectedly, though it is good. Other income and Interest cost still remained almost stagnant, may be due to utilization of cash and borrowings (Q4 will give clear picture).
Joint Venture Force MTU still dragging the PAT.
EBITA Margins UP 13.26%.
Company reported profit in 4th consecutive quarter.
EPS for 9 months stands Rs.188/-.
Vaibhav Global ~ Vertically integrated value e-tailer of Jewellery and Lifestyle Products (12-02-2024)
Vaibhav global seems to have gotten in wave 3.
Disc: Novice in technical analysis, happy to be proven wrong.
Kirloskar Electric – A Turnaround Bet? (12-02-2024)
What disaster numbers from KECL, and mgmt seems least bothered to give any clarification or updates.
Does anyone have any update on whats going on with the business?
PI Industries – Superior Business Model (12-02-2024)
Surplush cash is around 2800 or is it 19500 crore? Apology if i missed something
Apollo Hospital : The one stop healthcare service (12-02-2024)
In line EBITDA; HealthCo achieves break-even
PI Industries – Superior Business Model (12-02-2024)
Q3 FY24 Conference call main points
The incremental growth (60℅) registered in this quarter has come from new molecules which has been developed ovr last 2-3 years.
Pyroxasulfone has gone generic in few countries and 10-15℅ price cut has been observed till now. It is going to go generic in other developed countries as well over the years.
The innovator for which PI is supplying this pyroxasulfone has got some extended patent registration for the formulation/combination making out of pyroxasulfone and this would in a way protects innovator and PI ultimately from the risk of pricing erosion.
PI has got 25-30 molecules in CSM buisness and so is pretty diversified in terms of overall product and revenue mix.
Some seasonality element on the dometic agri business side this quarter, management expects performance to improve and they have got quite a few branded products which they continue to market.
No guidance given by management for FY25, they would give it in Q4, reasonably confident of achieving 18-20℅ growth in overall business this year.
Recovered amount from the one off element is to the tune of 700mn.
Continue to work towards pharma, mainly towards improving infrastructure deploying resources and other development.
Pharma business to have similar margins as PI overall agri business margins (24-26℅).
Aspire to take pharma business to the 25℅ of overall revenue of PI in the coming 4-5 years.
HBL POWER SYSTEMS: Booting-up for the Race of the Century (12-02-2024)
It’s Mr. Market typical behaviour, we don’t have to find the reason for every down or up move, the situation is for taking the advantage either to buy or sell considering current and future prospects.
Lesson from Ben Grahams Intelligent Investor.
Share India Securities – will they give security to Retail (12-02-2024)
Here it is, but i don’t know, there is still a little bit of misunderstanding by me i guess, they have released on same date and have pledged also on same date, in morning i checked and it was showing this thing, i think they are doing it for personal purpose means trading from individual accounts. Here, in november also some release of pledge was there
Krishana Phoschem ltd – Agro – Based Multibagger? (12-02-2024)
Recent development which was missed
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Government caps profit margin for fertiliser stocks
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Also for the latest quarter the EPS is 0.60 ( last quarter 3.25 ). Higher expenses lead to lower margin. Need to dig deeper.