Yes it is the promoter of the company.
Posts in category Value Pickr
CFO vs Net Profit (03-12-2023)
Hello fellow investors,
I have been reading this forum for last few days and I find it highly insightful going through the various topics. This is my first post here and I hope to be a regular contributor going forward.
I have a question on Gujarat Themis Biosyn. I was going through the financials of the company and found it clearing all boxes in terms of sales growth, profits, ROCE, ROE, D/E ratio, etc. Company has given very good results over the last 10 years of its journey.
I am however finding it difficult to grasp the difference between the Net Profit and CFO over the last 10 years. Particularly, Cumulative CFO over 10 years (Rs. 111 Crores) has been way less than Cumulative Net Profits (Rs. 184 Crores). Company is debt free since last 3-4 years.
Can someone throw light as I understand the CFO should be higher than Net Profits?
Thanks in advance.
Havneet
Borosil Renewables – Bright as sunlight (03-12-2023)
I could not find any news related to the anti dumping duty till now. But interesting volumes as you pointed out @samm2211 As they say in the technical world news follows the price. We will find out in a few days.
The harsh portfolio! (03-12-2023)
Coal india , Power Grid , is into infra or not?
The harsh portfolio! (03-12-2023)
The event was great (Was present there physically.) One this which i wasn’t able to digest was on why they don’t have investment in the Infrastructure … When there are good companies like L&T…!
Can you please share your thoughts on this @harsh.beria93
Advani hotels and Resort (03-12-2023)
A few observations on a quick look at the company
- The average revenue per Occupied room per night is constantly increasing–only a few listed companies could charge this level to their customers.
- Occupancy is at a historic high. Practically going up from this level will be a challenge.
- EBITDA margin in FY 23 is bit high if I compare to with historic numbers. This is the case with all the players in the industry.
- When I compare it with Sinclairs Hotel relative valuation looks bit attractive
Few questions
- I did not see any expansion from the company – any management plan to expand the number of keys they have?
- What do you think the future growth will come from?
NMDC Steel ( NSL ) – A Unique Demerger Opportunity (03-12-2023)
BJP’s win in chattisgarh extremely positive for divestment prospects of the company.