You can be disagree with me, everybody has their own style of investing, nobody is right or wrong here.The above calculation are rough calculation and should not be taken as advice for buy,sell.
Posts in category Value Pickr
Yasho Industries (10-01-2024)
Hey Saurabh
I’ll Consider Bull, Bear and Base case in margins Rather than PE multiples
PE Is likely the outcome of Growth and market sentiment
Imo considering 18-19% margins at nase case Scenario
15-17% in bear case and 20%+ in Bull case
If co. Delivers good on earnings PEG Will be more than 2
Imo one should set the earnings forecast and not the PE Multiples forecast i might be wrong
Other Key points nobody in the right mind would comprehend the company to do turnover of 1000 crores in this Financial year
- The company doesnt even have the capability to do so
- Capex going live in Q1 of next FY
- 1000 Crore will take atleast 1.5 year FY 25 May be
And hence the whole model goes for toss
I Might be wrong but wrong that co. Can do such big turnover even after 1.5 year may take 2 too
Disclaimer – Invested and Biased
Great articles to read on the web (10-01-2024)
Sir can you explain me what the author is trying to say in this page?
Hitesh portfolio (10-01-2024)
I was reading this book Zebra in lion country as suggested by you. I did not understand this whole page can u please explain it in some other terms like a 10 year old boy? 
P.s finished one up and pat dorsey. Also NEET Pg is postponed now so I have plenty of time to give to these books.
Brookfield India Real Estate Trust (BIRET) – Institutionally managed REIT (10-01-2024)
(post deleted by author)
IRB INVIT TRUST- new game in the town! (10-01-2024)
Corrected it…yes…thx for pointing
Divi’s Laboratories (10-01-2024)
Think what reasonable terminal (exit) PE – What would be the PE assigned by the market at the end of your holding period?
Calculate TTM PE after normalizing TTM earnings for sustainable OPM. Using normalized TTM PE, calculate the PE for the terminal year after compounding the earnings at expected growth rate and discounting the earnings at your expected rate of return.
A gap b/w ‘reasonable terminal (exit) PE’ and ‘Calculated terminal PE’ will help to make a judgement about current valuation.
Pennar Industries Limited (10-01-2024)
@Take_The_Walk can you add news source?
Kotyark Industries – Only Listed pure Biodiesel Player (10-01-2024)
They have received an order of 733 Crore and might receive one more similar order. We should be able to see their execution skills in coming quarters. I am tracking it and took an initial position.
Disclaimer: Invested
Pennar Industries Limited (10-01-2024)
Update
Share pledged by Pennar Holdings Private Limited (holding 15.57%)
Total share pledged 2.8% or 15,00,000 out of 5,36,33,327
Overall 1.11% pledged of share outstanding.
Pledge value is not big. But have to look into the reason for pledge.