John Cockerill wins order for Rs. 280 crs
Source: Exchange Filing
Posts in category Value Pickr
Wonderla Holidays (25-10-2023)
Here is the latest company filing
Hope this helps.
They are going to start the construction. But have not mentioned any deadline for opening of the park.
HIL – Eco (onomic) friendly way to play rural prosperity in India (25-10-2023)
totally agree with karthi plus i see it as adding growth triggers as they are diversifying into building material products not into other area. 30% of income come from roofing out of which fortune which is non asbestos sheets are very low in single digit but growing fast.
Barbeque nation Ltd (25-10-2023)
Barbecue Nation Q4FY23 and Q1FY24 Concall highlights (2).docx (21.1 KB)
Barbecue Nation Monitorables.xlsx (30.5 KB)
Uploading last 2 qtrs comprehensive concall highlights of Barbecue Nation and operating metrics for 10 qtrs and 5 years till FY23.
Wonderla Holidays (25-10-2023)
Should be able to complete by June 2025?
Rajesh Exports: Time to examine this story seriously? (25-10-2023)
Not sure whats going on. fundamentally seems they are doing good. however transperancy to investor is very less so not sure whats going on.
Red Tape Ltd. – The next fashion giant? (25-10-2023)
Cost of Acquisition(% cost price of old Mirza International) 58.53% for Mirza International New and 41.47% for Red Tape
Red Tape Ltd. – The next fashion giant? (25-10-2023)
hello
can anyone let me know what is the cost of acquisition per share for redtape ,so that i can manually enter the price. for capital gain calculation purpose
Companies with 20%+ growth guidance for next few years (25-10-2023)
I have added source and other details to the companies who has provided 20%+ growth. Please feel free to comment on it. I will keep adding more companies as I came to know about their growth guidance.
| Company name | FY 23 Revenue |
Target revenue |
Time frame | Growth guidance (in %) |
Source of growth guidance |
Growth Triggers(as per company) |
|---|---|---|---|---|---|---|
| VST Tillers Tractors Ltd | 1000 cr | 3000 cr | 3 yrs | 25-30% | Q1 FY 24 concall Interview on CNBC TV-18 |
1. Export of VST-Zetor tractor(launched in Sep) 2. Supply to electric tractor companies in US 3. Launch of large utility and hp tractors(expect 10-15% rev) from it 4. Inorganic growth(potentially) |
| Gensol engineering | 366 cr | 5000 cr | 2 yr | 300+% | Q1 ET Now business interview | 1. Setting up two EV plants. Plant1 will produce 30000 car per anuum and rev will be 1500 cr. Plant 2 will have production capacity of 50000 cars per year and generate rev of 4000-5000 annual revenue in 2 years 2. 1000 cr solar EPC order book at beginning of 2023 |
| Gravita India | 2800 cr | 3-4 yrs | 25% for next 2-3 years | Q1 concall transcript | 1. 2000 cr of new revenue from the new vertical with capex of 250cr and 8X asset turnover 2. 25% rev growth from existing vertical 3. Expansion of battery recycling unit from 26,440 metric tonne per annum to 64,640 metric tonne per annum |
|
| Jyoti Resin | 261 cr | 25% growth for next 3-4 years | Q1 concall transcript | 1. 2nd leader in white glue 2. Expanding from 7-8 states to more states and increasing dealership |
||
| Map My India | 254 cr | 1000 cr | 4-5 yrs | 40% growth for next 3-4 years | Q1 concall transcript Investor day PPT |
1. SAAS rev from Telematics 2. Mappls revenue from OEM 3. Drone business 4. Inorganic growth 5. IOT led growth |
| RACL Geartech | 358 cr | 1000 cr | 4-6 years | 20-25% growth | Q1 concall transcript | 1. Export to European countires 2. Adding new products 3. Inorganic growth |
| Elecon Engineering | 1530 cr | 2000 cr | 1 yr | 30% growth | Q1 concall transcript | 1. Increase export to 500 cr 2. Govt spending on Infra |
| Action Construction Equipment | 2160 cr | 20-25% growth | Q1 concall transcript | 1. Crane -18-20% growth expected 2. Construction equipment – 45-50% growth 3. Material handling – 15-20% growth |
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| Ugro Capital | 2 yrs | 45-50% growth | Q1 concall transcript | 1. Co origination and co lending model 2. Data tech based risk assessment |
Yes bank (25-10-2023)
again terrible results !! its not going to improve… business model failure. once stress in retail portfolio happens – which will happen to many retail lenders- yes bank can go back into losses… high risk low return stock.