There is continuous slide in share price of best agro. Does it have something to do with IT Raids that happened recently in company ?
https://twitter.com/equitybulls/status/1709249346548740576?t=J1vJxRJjO4AIZgmkDRRwQA&s=19
Posts in category Value Pickr
Hindustan Media Ventures Limted (HMVL) (19-10-2023)
HMVL cmp 86 & HT MEDIA cmp 28
Hindustan Media Ventures last 3 quarter
Mr. MATHEW CYRIAC has been adding and now
SEP 2023 SHP , holds 4.13 % EQ
HT MEDIA cmp 28 promoter Continues to hold 74.4 % Eq In HMVL
And I think Last few months HT MEDIA Is also having some strong accumulation
Technically I feel both have bottomed out… and provide good Risk Reward from here
Any Fundamental Views welcome !!
Equitas Small Finance Bank: A Profitable lender to small businesses (19-10-2023)
Why did casa ratio drop significantly in equitas?
Cyient – Exposure to ITeS minus commoditized body shopping (19-10-2023)
Cyient-q2-fy24.pdf (1.8 MB)
Q2 FY24 Estimate and Results
Earnings Estimate 15.96 and Result 16.11 – over achieved 0.93%
Revenue Estimate 16762 and Result 17785 – over achieved 6.10%
Revenue and Earnings little better that expected but margins has reduce from 19% to 18%. QtoQ.
Phantom Digital Effects Limited (19-10-2023)
Phantom, Basillic, Digikore… All seeing lot of interest from investors.
What’s ailing Prime Focus?
Is it the 375cr law suit by reliance against them?
Could someone point me to the right direction…
Deepak Fertilizers and Petrochemicals (19-10-2023)
Can you share the link?
Deepak Fertilizers and Petrochemicals (19-10-2023)
This is a great point that I missed earlier. This would rerate stock albeit slightly before listing seperately
Hemant Surgical Industries Limited (19-10-2023)
Has anyone analysed Saakshi medtech…latest IPO SME… seems like they have promising future in medical devices and electronic panels
Common Man’s Portfolio (19-10-2023)
Hi @ankit_tripathi
What big story is evolving in AMI Organics?
Ranvir’s Portfolio (19-10-2023)
RPG Lifesciences Q2 highlights –
Sales – 154 vs 135 cr, up 14 pc
EBITDA – 39 vs 31 cr , up 26 pc (margins at 24 vs 22 pc)
PAT – 26 vs 20 cr (up 30 pc !!!)
Domestic formulation sales grew 16 pc (now at 66 pc of business). New product contribution now at 29 pc ( ie products launched after 2019 ). Volume growth @ 6 pc. Doing well wrt growth in Rheumatology , Monoclonal Anti-Bodies business
Sales force productivity crosses Rs 5 lakh mark
Intl Formulation sales grew 15 pc (now at 19 pc of sales)
APIs grew 7 pc (now at 15 pc of sales )
Debt/Equity – Zero
Management guidance –
Margins to slowly keep increasing as the business scales up
Chronic products sales is slowly increasing. Likely to continue
Have identified 45 new products ( completely new + line extensions ) for domestic and international formulation business – to be launched in next couple of yrs
Most of plant modernisation capex to be over by end of FY 24 ( spending 100 cr on the same )
Disc: holding, biased, not SEBI registered