Trade Generics will grow approx 14% CAGR and become 40,000cr market by 2028. Windlas is well positioned to capitalize on this shift.
Posts in category Value Pickr
Bajaj Finance Limited (26-12-2023)
Should not be. As QIP at higher price will increase the book value of company.
However Bajaj Finance under time correction for more than 2 years, when it will break the hurdle not clear. But a kick will definitely come if there is Loan growth above 35%.
Smallcap momentum portfolio (26-12-2023)
oh ok, Viswanath I could find out the reason for 1). but for 2, I would wait for your help in answering.
Banco Products (26-12-2023)
Banco has become almost 10X since that price!
I frankly did not anticipate this big a rise, otherwise would have invested more 
Current OPMs at 18% is 50% higher than the 10 year average; not sure if this is sustainable plus the inventory levels being high are reasons i did some partial profit booking
Landmark Cars – Listed premium Car dealership in India (26-12-2023)
Seems oil work and filter changes, similar to an ICE; guessing engine oil kind of stuff is getting eliminated. Even I dont understand these things in detail, so just making an intelligent guess
Smallcap momentum portfolio (26-12-2023)
Hello Vishal, you’ve done quite a work.
I checked the excel you’ve shared. (pls pardon me for my ignorance)
- against some stocks the stock prices are showing as error. Can you please let me know why it is so?
- how manytimes NIFTY250 index rabalances and how do you change the universe you’re tracking when that happens.
Landmark Cars – Listed premium Car dealership in India (26-12-2023)
I have attached my invoice from one of the service sessions. I am not good with cars. Please read it and share what is your inference with all us. Thank you.
Frontier Springs – has departed, whats the next destination? (26-12-2023)
To understand the management plan to execute the growth of 50% to 60% higher compared to previuos year and almost doubling the revenue in next year up to Rs200 cr and 5 times revenue by FY 2027, one has to listen the concall land the Question and answers session.
The management sounds confident.
Landmark Cars – Listed premium Car dealership in India (26-12-2023)
if you can explain, what is the servicing for? ie. is it consumables refill/replacement or oils or something else, trying to get a sense on what is the work being done and therefore the margins that the service guys can make