Management Guidance
Senco Gold
- 18-20 % REV Growth
driven by 12-13% SSSG and new store openings
Posts in category Value Pickr
Senco Gold: Upcoming gold story! (17-10-2024)
Rategain – Fast Growing SaaS Leader (17-10-2024)
Management Guidance
Rategain:
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Double REV by FY27 (26 % CAGR)
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Margins Expansion 150-200 bps
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Holds over 1000 Cr in B/S
Jash Engineering – Is it a multibagger (17-10-2024)
Management Guidance
Jash:
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675-700 Cr REV by FY25
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25-30 % REV growth
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Margins to improve
Just Dial: First Mover of Indian Local Search Market (17-10-2024)
Management Guidance
JustDial:
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15 % REV Growth
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EBITDA margins 27-28 %
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Net Cash on B/S 4750 Cr+
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Dividend policy to be announced soon
Indo Count Industries ~ Global Home Textiles Bedding Segment Leader (17-10-2024)
Indo count
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20-25 % REV Growth
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EBITDA Margins : 16-18%
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Double the Revenue in the Next 3-4 Years
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EBITDA Margins 18-20 % as branded mix increases
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Volume guidance: 110-115 Mn Mtrs
Management guidance
V2 Retail – Second innings playing out well (17-10-2024)
V2Retail
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30-40 % REV Growth in coming years
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Targeting PAT Margins 4-5 %
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RoE > 20 %
Store Expansion Growth 50 % CAGR
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50-60 stores in FY25
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60-70 stores in FY26
Management guidance
Hitesh portfolio (17-10-2024)
Dear Hitesh ji. Do u do DCF for such expectations to be understood in current prices. How does it all happen. I’m yet to read expectation investing but Maubbousin’s video on youtube started going beyond my RAM and I was just listening. 
Max India – Demerger, Will sum of parts be greater than single entity (17-10-2024)
Max Life should ideally benefit from Bancassurance just like HDFC and SBI with their parent banks
Share of premium for Non-Par for Max Life is really good. This is high margin product
Companies with 20%+ growth guidance for next few years (17-10-2024)
I am sharing this blog below. I hope you find it useful.
dr.vikas