I don’t understand what justifies 15% intraday crash after looking at the results.
OK I understand people were expecting 600cr revenue and 100cr pat but still looking YOY results are good. management has achieved what they told-2000cr revenue. and those who are following this company know in next 2 years we can touch 3500 cr revenue mark.
all comes down to the main question- is it all operators play ?
P.S. holding since 2020
Posts in category Value Pickr
Marksans Pharma- Can it be the next Pharma Biggie? (30-05-2024)
The Anti-Portfolio (30-05-2024)
Two questions.
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The thought process behind selecting so called tier-2 financials than tier-1 financials
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Which of these at current pricing seem reaonable.
The Anti-Portfolio (30-05-2024)
@LarryWink juicy questions!
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I am throwing darts in the twilight with some of the 28 odd bets I have in folio. Exicom is based on their friendship with Jio, and hence also the powers that be. HFCL had a good run in 90s before intense competition hit, and also maybe not investor friendly. My best guess is generational change may happen. Thanks for the updates and congratulations!
Yes, chargers and batteries are both critical for renewables adoption, here they have shown good judgement by getting out of EV batteries when the heat got too much for them. -
TRIL seems a good bet since it’s doing a vast range of products some of them niche but at current levels it can give some shock. Bharat bijlee seems safer bet, they seem to be transforming
DISCLAIMER : this is not investment advice, I am not a sebi registered investment advisor, please do your due diligence before investing.
Schneider Electric Infrastructure: A global company with advantage of a industry tailwind: (30-05-2024)
Hi, Schneider Electric is investing 850 cr and where does this investment amount will show in the Balance sheet. Will it show in the Quarter results Expenses details?
Shree Pushkar Chemicals (30-05-2024)
Thanks , May I know which site is this (margin trend screenshot).
Supriya Lifescience Ltd – pure play API (30-05-2024)
Q4 2023 V/S Q4 3024 may not be good. Could be a reason. Any way good to hold for long term by looking future plans
Schneider Electric Infrastructure: A global company with advantage of a industry tailwind: (30-05-2024)
Most of these are already covered in the conf. call. But even after going through them, i still find them confusing and wonder what’s the right way of doing them. Don’t want to try repeating them here
Buy Unlisted Shares (30-05-2024)
Hope this round is the bottom, important to focus on quality growth, profitability along with winning over the hotel owners and improve customer experience before heading to IPO with decent valuation.
Disc : Invested
Natco Pharma – Imminent Growth Cycle (?) (30-05-2024)
Concall Summary Date: 28 May 2024 NATCO PHARMA LIMITED
FINANCIAL HIGHLIGHTS
The company observed a YoY growth across formulations on account of its continued due diligence & efficiency.
The cash balance and investments as on 31st March 2024 stood at ~₹2,000 crore. Also, the debt was ~₹116 crore during the same period.
BUSINESS HIGHLIGHTS
Revenue from API (Active Pharmaceutical Ingredient) stood at ~₹50 crore during the quarter as compared to ~₹73 crore in Q4 FY23. The revenue for the year grew by ~19% to ₹249 crore.
Crop health sciences (CHS) revenue amounted to ~₹-0.4 crore during the quarter as compared to
~₹27 crore in Q4 FY23. Due to poor crop season, the stock returns were more than expected at ₹25 crore. In FY24, the revenue stood at ₹108.3 crore v/s ₹41 crore in FY23.The provision of assets of the CHS division amounted to ₹30 crore, and this was done due to the non-utilization of certain assets used for the manufacturing of Agro Intermediates.
During the quarter, the domestic formulation business reported a revenue of ~₹52 crore v/s ~₹92 crore in Q4 FY23. A charge amounting to ₹35 crore during the quarter related to the return of stock from super-stockists due to a change in the distribution model. For the full year, the charge amounted to ~₹90 crore which is reflected in revenue and profitability numbers.
In Q4 FY24, the formulations exports (including profit share and foreign subsidiary) stood at ~₹955 crore as compared to ~₹709 crore in the same quarter previous year. The growth was driven by robust traction from Canada and Brazil with direct exports of $40 million and $25-$26 million respectively. The revenue for the full year for exports was ₹3,237 crore as compared to ₹2,063.2 crore in the previous year.
During the quarter, Revlimid contribution to revenue was healthy and the company expects this trajectory to move forward in a steady manner going ahead, which would positively contribute to the company’s growth.
UPDATES
- During the year, it invested $2 million in Cellogen Therapeutics Private Limited, primarily involved in R&D spends involving cell and gene therapy solutions.
FUTURE OUTLOOK
They expect revenue growth to be ~15%-20% in FY25 with EBITDA as well as PAT growing by ~20% given no price erosion headwinds impact operations.
The management is expecting some approvals from Brazil and Canada in the next few years. They would further expand into newer markets like Egypt and Saudi Arabia.
They envisage agro business to achieve ~₹120-₹150 crore of revenue in FY25. By the next 3 years, they anticipate this segment to triple in revenues (~₹300 crore).
The capex outlay on an annual basis would be ~₹300-₹350 crore majorly for maintenance and capacity expansion.
They would focus on acquisitions to boost growth majorly in the export & emerging markets.
Phantom Digital Effects Limited (30-05-2024)
Anyone who attended today’s concall. Can you post notes.