Posts in category Value Pickr
CL EDUCATE – Less Down side and unlimited upside (31-10-2023)
@Nitya_Shah Any idea about when is raipur land expected to be sold?
CL EDUCATE – Less Down side and unlimited upside (31-10-2023)
@Nitya_Shah Any idea about when is raipur land expected to be sold?
The HS Portfolio (31-10-2023)
MapmyIndia: QoQ growth negligible. Decent on YoY basis. However looks very expensive at these levels.
Tata Consumer: Trend playing out as expected. Growth in NourishCo, Sampann and Soulfull but negligible growth in Tea/Coffee business. Not an superlative result but somewhat on expected lines. How story plays out in next 2 quaters will be key. Net Profit not comparable due to Exceptional last year.
The HS Portfolio (31-10-2023)
MapmyIndia: QoQ growth negligible. Decent on YoY basis. However looks very expensive at these levels.
Tata Consumer: Trend playing out as expected. Growth in NourishCo, Sampann and Soulfull but negligible growth in Tea/Coffee business. Not an superlative result but somewhat on expected lines. How story plays out in next 2 quaters will be key. Net Profit not comparable due to Exceptional last year.
KEI Industries Ltd – A consistent performer over the last decade (31-10-2023)
KEI Industries Limited, has made an investment of approximately Rs. 30 Crores in Phase-1 for increasing the capacity of LT Power Cable production at their Chinchpada (Silvassa) Plant. This plant is located in Silvassa, Dadra & Nagar Haveli, and Daman & Diu.
Here are the key details about this investment:
- Existing Capacity (LT Power Cable): 10,800 Kms per year in H1 FY 2023-24.
- Existing Capacity Utilization (LT Power Cable): 74% in H1 FY 2023-24.
- Capacity Addition (LT Power Cable): 10,800 Kms per year.
- The capacity was commissioned on October 31, 2023.
- Investment required: Approximately Rs. 30 Crores.
The financing for this expansion is from internal accruals. This investment has expanded the LT Power Cable production capacity to approximately Rs. 240 Crore per year.
KEI Industries Ltd – A consistent performer over the last decade (31-10-2023)
KEI Industries Limited, has made an investment of approximately Rs. 30 Crores in Phase-1 for increasing the capacity of LT Power Cable production at their Chinchpada (Silvassa) Plant. This plant is located in Silvassa, Dadra & Nagar Haveli, and Daman & Diu.
Here are the key details about this investment:
- Existing Capacity (LT Power Cable): 10,800 Kms per year in H1 FY 2023-24.
- Existing Capacity Utilization (LT Power Cable): 74% in H1 FY 2023-24.
- Capacity Addition (LT Power Cable): 10,800 Kms per year.
- The capacity was commissioned on October 31, 2023.
- Investment required: Approximately Rs. 30 Crores.
The financing for this expansion is from internal accruals. This investment has expanded the LT Power Cable production capacity to approximately Rs. 240 Crore per year.
MapMyIndia – The Map Company (31-10-2023)
Can someone enlighten me as to why Working Capital Days are 335 and what is the impact?
MapMyIndia – The Map Company (31-10-2023)
Can someone enlighten me as to why Working Capital Days are 335 and what is the impact?