Ratings improved as expected , Rating rationale worth reading to get confirmation of your conviction on the Company.
Investor presentation for Q3 2024
Posts in category Value Pickr
WPIL Ltd – Global Water Pumps (09-02-2024)
Any update on your views @RajeevJ? How are you reading these results moving forward? Thank you
Cenlub Industries Ltd (08-02-2024)
I’ve not been able to find much info on the co apart from annual reports. Sounds interesting based on its biz. being with OnG and Railway Sector. But annual reports don’t really go into much detail.
Co doesn’t have history of stable growth. Debt, however, has been reduced and is at Debt/Equity of 0.1
I’ve noticed the promoter selling/buying the stock multiple times in 2023 (not huge amounts) but all in lock-step. What is more important to note that, over the course of 2023, he has bought more than he has sold.
I’m looking fwd to (although not optimistic about) company releasing quarterly/half yearly updates.
Cenlub Industries Ltd (08-02-2024)
I’ve not been able to find much info on the co apart from annual reports. Sounds interesting based on its biz. being with OnG and Railway Sector. But annual reports don’t really go into much detail.
Co doesn’t have history of stable growth. Debt, however, has been reduced and is at Debt/Equity of 0.1
I’ve noticed the promoter selling/buying the stock multiple times in 2023 (not huge amounts) but all in lock-step. What is more important to note that, over the course of 2023, he has bought more than he has sold.
I’m looking fwd to (although not optimistic about) company releasing quarterly/half yearly updates.
NCC: Extremely undervalued (08-02-2024)
Good Q3 result from NCC.
Good ramp-up in execution.
On track to deliver a PAT of ~1300cr in FY25 
Based on FY25 PAT, stock trades v at quite cheap valuations at ~10x next year earnings !!
Stock offers good value with huge upside visible over the next 2 yrs as earnings accelerate going forward.
NCC: Extremely undervalued (08-02-2024)
Good Q3 result from NCC.
Good ramp-up in execution.
On track to deliver a PAT of ~1300cr in FY25
Based on FY25 PAT, stock trades v at quite cheap valuations at ~10x next year earnings !!
Stock offers good value with huge upside visible over the next 2 yrs as earnings accelerate going forward.
Max India – Demerger, Will sum of parts be greater than single entity (08-02-2024)
But this is Max India forum, not healthcare.
Max India – Demerger, Will sum of parts be greater than single entity (08-02-2024)
But this is Max India forum, not healthcare.
Sky Gold ltd. – Will it reach the sky? (08-02-2024)
Another preferential issue at ~1000.
Sky Gold ltd. – Will it reach the sky? (08-02-2024)
Another preferential issue at ~1000.