Great Analysis bro … please share more if you have anything else to say … By the way what you think is the end game here … would live to know your view …
Posts in category Value Pickr
Laurus Labs – Can Business Transform to Next Level? (06-02-2024)
Does anyone have visibility into potential revenue impact of this for Lauras Labs and respective timeframes?
Eco Recycling Limited (Ecoreco (06-02-2024)
Investor meet announced for 13 Feb – a lot of things will be clearer then
PayTM (One 97 Communications Ltd) (06-02-2024)
I meant PPBL as major competitive differentiator between paytm and other payment apps.
As of Monday, Paytm’s shares had fallen about 42%, wiping $2.5 billion off its market value on concerns about the impact on the wider business, as Paytm Payments Bank powers most features of the digital payments app, which competes with the likes of Walmart’s PhonePe and Google.
SoftTech Engineers Ltd (06-02-2024)
Where is this given. I cant find it in Annual Report. Can you pls share?
Laurus Labs – Can Business Transform to Next Level? (06-02-2024)
Indigenous CAR-T cell therapy now available for commercial use: ‘first’ patient declared free of cancer
Amit Singh Learning page (06-02-2024)
Waaree Renewable Tech
My portfolio updates and investment journey (06-02-2024)
Looks like issue is on Paisa bazar. Not in policy bazar.
Waaree Renewables – old Sangam Advisors – can it keep on renewing? (06-02-2024)
Waaree Concall + Q3 FY24 Result + New Order received
- By 2027 solar would be about 206 gigawatt up from 70
gigawatt today. - Waaree Conversion of Bid vs Received is around 30-40%.
Current bid of 9 GW is in pipeline. - Present Order book (unexecuted) is 1.1 GW.
- Past 9 month FY24 Rev/ MW is Rs. 0.784 Cr.
- New Order of 0.41 GW Order is (Rs. 1.32 Cr)
- Solar Analytics to capture the data on the generation capacity during various periods of time based on illumination, and to find efficiencies or inefficiencies.
- Waaree executes EPC contracts with buying Land and setting up Solar plants for clients (Rs. 3.5 Cr per MW) and also just putting up Solar Plant on clients Land (Rs. 1.3 CR/ MW- Rs. 2.5 Cr/ MW).
- Taking Orders from Pvt Sector is their Focus area.
Some illustration on If
================================
| MW Unexecuted Order Book | Rev (1.323 Cr/MW) | PAT (Cr@16%) | No of Shares | EPS | CSP | PE | |
|---|---|---|---|---|---|---|---|
| FY25 | 2700 | 3572 | 556 | 10.5 | 52.96177317 | 933.4 | 18 |
| FY26 | 5400 | 7143 | 1112 | 10.5 | 105.9235463 | 1906.623834 | 18 |
| FY27 | 10000 | 13228 | 2060 | 10.5 | 196.1547154 | 3530.784878 | 18 |
| FY28 | 15000 | 19842 | 3089 | 10.5 | 294.2320731 | 5296.177317 | 18 |
| FY29 | 20000 | 26456 | 4119 | 10.5 | 392.3094309 | 7061.569755 | 18 |
| FY30 | 25000 | 33070 | 5149 | 10.5 | 490.3867886 | 8826.962194 | 18 |
Disc: Invested
Comments/ Corrections Welcome
Mayur Uniquoters ~ Market Leader in Indian Synthetic Leather Market (06-02-2024)
@harsh.beria93 big fan of your detail analysis . Do you know about dispute of Suresh poddar and Manav poddar. when will it resolved?