maybe yes. I think they sold their products with other brand names.
Posts in category Value Pickr
Eco Recycling Limited (Ecoreco (27-01-2024)
I suggest try uploading to google docs and share the link. This is one solution, but OfCourse there can be many other ways.
Rural Elect Corp (27-01-2024)
Dont know what is fueling the price of IREDA… IREDA @ PE 53 vs REC @ 9.5.
With all positive news in favour of REC in last 1 month, specially leading roof top solar, I would not be amused if REC goes 3.5x in next 1 year and reach PE of 30.
I think if REC changes the Rural to Renewable in its name, this only will trigger REC to double up 
Disclaimer – Invested since 3 years.
Dharmaj ready to benefit from high demand for agrochemicals (27-01-2024)
Main thing to track would be how management is going to capitalise this CAPEX, as technicals seems to be new market for management and it’s major market is exports and mostly B2B, whole new different customers
Though management had a good experience in sales but for cracking the exports market more and more registrations (process is keep on getting difficult, though acting as a barrier too) are the key as per my understanding
@harsh.beria93 do you have any comments on it?
Zomato – Should you order? (27-01-2024)
Hey @SP2022 – here’s my take on the potential impact on obtaining the payment aggregator license.
Who is a Payments Aggregator?
Like the name suggests, they are aggregators. They connect online merchants with banks to process payments.
So, in our case – let’s say you order something from Blue Tokai Coffee on Zomato and you make the payment on the platform. Zomato will act as an aggregator, collect all the payments pertaining to Blue Tokai and then settle it in Blue Tokai’s account.
What’s the hassle with the license?
Until recently, PAs were not regulated by RBI. But due to some issues with customer onboarding, KYC etc, RBI decided to step in to decide who got this license. Existing players were allowed to operate as PAs and got the in-principle nod from RBI.
But, if you were a new player – you had to get this license before you could start your operations.
Becoming a PA lets you handle the funds for the merchants on your platforms and allows you to build financial products on top of it. PAs can offer early settlements to select merchants based on their business volumes, which is a form of credit. They can offer term loans as well by partnering with NBFCs and banks.
What’s in it for Zomato?
After obtaining this license, Zomato will serve as a Payments Aggregator and issuer of prepaid wallets (Zomato Pay). As per several sources on the net, they don’t want to become a standalone fintech player – but use this PA license to provide various offering within it’s ecosystem.
Zomato has a cash chest of > 11,000 CRORE and they could rotate that capital to make money.
Some services I am assuming it could provide would be:
- Loans / Extended credit lines to restaurants / HyperPure clients
- BNPL to Zomato users
- Zomato powered credit card
Management commentary in the upcoming quarters should provide better insights on this to see just how BIG this opportunity could be, because Zomato could easily replace players like SIMPL and cross sell various financial services to it’s diverse set of partners / customers.
Sources:
Shankara Build Pro – Building Materials Organised Retail (27-01-2024)
Do anyone have idea how they are going to grow marketplace business with 20-25% CAGR, without any significant number of new stores
(Checked few concalls but haven’t found any concrete trigger)
One more thing, company is focusing more on non steel products but as per my experience these kind of retail stores are too much crowded with products, so are they going to reduce steel products in their stores which would lead to decreased steel products sale, eventually overall revenue growth would be much lesser, or the case is something different, do they already have enough space in their stores to increase non steel products?
Understanding IT sector (27-01-2024)
This website has a lot of data points about this industry.
Kolte Patil Developers (27-01-2024)
Would be near to that may be one more year, a lot depends on completion of project, velocity is nearly 4 years
Kolte Patil Developers (27-01-2024)
Q3 FY24 Concall note:
New area sale 2.89msf for 2079 crore in 9 month FY24 , and collection is 1478 crores
Acquired two new projects with 545 cr potential revenue in Mumbai
Additional 4000 cr project acquired
2800 cr pre-sales guidance for FY24
Launched project worth 3200 crores in 9 months FY24, 1800 will be in last quarter
7000 crore of new project launch targeted in FY25
Gross profit is 25% on low-margin projects
25-27% EBITDA blended for last two years projects
Revenue Guidance:
1700 fy25
1700 fy26
Not included low rise development projects, which may come in FY26 revenues
Affordability is good, around 35 to 40 per cent of household earnings are going into paying EMIs
Zomato – Should you order? (27-01-2024)
We are focusing only on food delivery business. this business will grow slowly. But hyper pure organics is nearly monopoly business growing very fast , Blinkit a quick commerce business will fetch revenue more than Zomato in cooming months