Talbros Auto is guiding for 2200 Cr group revenue by FY27.
Posts in category Value Pickr
MOLD TEK PACKAGING—dividend plus growth (27-10-2023)
Since Mold-Tek Packaging is dependent on crude price variation which they source from reliance if I am right.
Do u guys think with boom in bio fuels is it going to help the company with respect to raw material dependency possibly improve their bottom-line margins
Or they are forever stuck to crude derivatives.
Please clarify if anyone has knowledge about it .
Can bio fuel replace their raw material in any way
Varanium Cloud SME, the next Brightcomm Group? (27-10-2023)
i havent received any dividend from varanium cloud. on contacting the company, they asked me to provide folio number, which i havent received. I hold shares of many other companies also and i have received mails confirming that too, but this looks very deceptive. The company responded by saying that my shares are held by my demat provider so ihave to contact them. Can anybody throw some light on this or guide me. Would be highly obliged.
Astec Lifesciences (27-10-2023)
Q2FY24 Topline and bottomline continues to be understress. 110Cr versus 199Cr YoY topline, -13CrLoss Vs 18Cr Profit YoY. Seems Pain will continue for another 1-2 quarters unless things pick up. Bracing for impact on Price next week.
Rain Industries – An oversold de-leveraging play (27-10-2023)
12…25% is pretty high. I hope they have a plan to pay down this debt…
E2E Networks Ltd – Listed small Cloud computing player (27-10-2023)
India’s Top Cloud GPU Providers for AI / ML .
Eco Recycling Limited (Ecoreco (27-10-2023)
I had to logout of the call 30 mins in, they did mention the opportunity for bty recycling and when will they start that?
Praveg Ltd: Play on Indian Tourism Industry! (27-10-2023)
this transaction is bogus guys…Eulogia Inn revenue – INR 0?..Praveg newtworth – 139 cr…? thats it ? 1200 Cr market cap and you are exchanging valuation at 139 cr ?
Purely bad corp governance
Kernex: TCAS led multi year growth story (27-10-2023)
The timeline for implementation of the existing order as per the information available is as below:
Eco Recycling Limited (Ecoreco (27-10-2023)
Attended the concall but missed a few minutes intermittently due to work calls.
Concall brief-
-Industry growth 27% CAGR. Company likely to cross the industry growth rate and grow at a faster pace.
-Margins will be maintained.
-5 new clients signed. Mix of smartphone and computer/laptop waste. Not disclosed for confidentiality sake. Agreements ranging from one year to 3 years. No clause of extension in the agreements.
-EPR certificates will be a game changer for the company.
-Company is choosing only those products where there is not much competition.
-Current capacity 7200 MTA.
New capacity being set-up 18,000 MTA.
-Capex 45 Cr from internal accruals.
-Will achieve full capacity utilisation next year.
Competition – Yes, there is but market size is huge so all competition can co exist. List of competition available on CPCB website.
Org and unorganised mkt. 4mn MT market size. Govt tgt 2mn MT this year. 5mn next year.
40-50% will remain informal sector.
We are focusing on corporates only.
Revenue distr-
Metal
Plastic
Glass
Refurbished eqpt.
Li ion bty recycling licence obtained.
Earlier all bty were being exported to Korea now they will be recycled here as govt wants it to be fine within India and Li so recycled can be used in batteries in India. No plans for car battery recycling as of now. (Makes sense as there’s still time when they come up for recycling in terms of scale).