HBL is the only supplier to BEL for electronic fuze.
Posts in category Value Pickr
Skipper Ltd., (Power and Water) a moat in making? (15-12-2023)
reiterated where? in an interview? if yes can you please provide link
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (15-12-2023)
Monday sugar sector will be up again !!
IRCTC: a necessity, a monopoly (15-12-2023)
“IRCTC Eyes Major Expansion in Non-Railway Catering Business Pan India
IRCTC, which is the hospitality and tourism branch of Indian Railways, is expanding its business beyond just managing catering services for trains. Currently, it is providing catering services to different government departments, ministries, autonomous bodies, and universities. They have even set up outlets in places like the Department of Telecommunications in New Delhi and the Calcutta High Court.
IRCTC is planning to grow its catering business even further. They have signed agreements with various government and autonomous bodies, including defense establishments like the Border Security Force and educational institutions like the Indian Maritime University and Cotton University. The company is also in the process of establishing 15 more catering units across the country soon.
The ultimate goal of IRCTC is to become a top brand in hospitality and catering throughout the country. They are in talks with other government organizations and businesses to set up more catering units and provide comprehensive catering solutions. The idea is to bring their expertise and quality service beyond just the railway system and make a mark in the broader hospitality industry.
HBL POWER SYSTEMS: Booting-up for the Race of the Century (15-12-2023)
BEL won the electronic fuze order from Indian Amry. Will be interesting to see, if HBL has any role here.
Dollar Industries ltd – Fit Hai Boss (15-12-2023)
Excellent analysis. Well done.
If they do 1500cr this year, then 2800cr should come sooner than FY28, ideally. If it takes that long, then it’s a bit of slow growth ?
Would love to see you break down Skipper Ltd.
Ajay Upadhyay is a common investor in both Dollar & Skipper, and is know for picking odd gems.
IRM Energy – A new kid on the (listed CGD) block (15-12-2023)
Cadila Pharma Promoter – in pharma circle the company do not have very good credential to talk about. To attract talent is a steep task to expect from that company. Cadila Pharma-Torrent Pharma-Zydus Cadila-Intas : all were at same levels (Infact Cadila pharma was ahead) in early 2000. Zydus Cadila and Cadila Healthcare promoters were partners if I am not wrong (hence Zydus Cadila & Cadila Pharma). Then the rest is history.
My only point was – as your message implied Cadila Pharma promoter means something positive, in my view and anyone in pharma industry will say its a negative, to say the least.
Pricol limited – OEM automotive (15-12-2023)
They still hold around 3.3% of Pricol Ltd. after the recent sale to Goldman Sachs.
Attached information:
2DDBC704_D1DE_49F6_BF4E_326D9F8F3735_163914 (1).pdf (2.3 MB)
