The Management has repeatedly mentioned that they target 16%-17% revenue growth annually and during this quarter’s Concall they categorically said “we do not target to grow 30%”. Now Polycab is also growing in the range of 15-20% annually.
Does this commentary from Management indicate industry specific realistic growth or are they less-ambitious or is it a capacity-debt related constraint? Any insights would be helpful here!
Posts in category Value Pickr
KEI Industries Ltd – A consistent performer over the last decade (14-11-2023)
Jainism idea of 15 कर्मादान for investments (14-11-2023)
Main thing is Financial Planning and Spiritual Planning
If you Only Do financial planning, You will have Facilities in your life But Not happiness
But whole life human is doing Hard labor work for seeking for happiness but not getting it
Spiritual Planning gives you real happiness and devotion for which have came for human form of life
dogs and Cats Cannot do Devotion , there purpose is sense gratification and but human beings are not given body for sense gratification but for devotional service
We Do not say do not earn millions of rupees and You Do Financial planning and Spiritual Planning and Make your life Sucessful by having both things in life and making life peaceful
Kolte Patil Developers (14-11-2023)
Since they have guided for pre sales number 2800cr in fy24 and 3500cr in fy25 will the revenue gets recognized by fy27-28?
Jainism idea of 15 कर्मादान for investments (14-11-2023)
Please be patient with others ideology and thoughts regarding investment. If tomorrow your client asks for investment in companies according to his belief, would you find the same or say him to go away?
Caplin Point Laboratories (14-11-2023)
Always compare with respect to sales and see the historical ratio of AR/sales for the company. Also, dig for reasons w.r.t. the business model. You can also compare the ratio with other pharma firms operating more or less in the same geography, molecule/segment and business model.
PSP Projects – Construction Company (14-11-2023)
Very nice observation and evaluation Santosh Ji. One thing, have you worked out the industry level EV / EBIDTA ratio?
Websol energy system ltd (14-11-2023)
The important excerpt from Q2 results.
Jainism idea of 15 कर्मादान for investments (14-11-2023)
Well We have different Ideology then
Shrimps (Avanti Feeds has been 100 bagger in Last decade)
SRF Has been 11000 Bagger in 15 years
if you want to have religion agenda Valuepickr isn’t the right choice
we discuss business here
we discuss the different ideas rather than Talking about religion
please take twitter as your source for doing this mythological things
Natco Pharma: Focusing On Complex Products (14-11-2023)
Excellent results
369 crores of net profit at operating margins of 45% + against 56.8 crores net profit on a YoY basis
Entire net profit of last year done in H1 of this year
Concord Biotech (14-11-2023)
This a nice detailed information on the company.
Can you tell me any listed players who are their direct or indirect competitors , Is Gujarat Themis Biosyn Ltd a competitor of this company ?