Posts in category Value Pickr
Premco Global — Narrow Fabric (A critical component for inner wear) (24-05-2024)
Have been trying to understand the company, assuming garments industry is doing well and all inner wear companies doing well. But somehow Premco is not doing well both on sales and margins(only 2021-22 margins were good).
Seems management issue… decided against investing…
Premco Global — Narrow Fabric (A critical component for inner wear) (24-05-2024)
Have been trying to understand the company, assuming garments industry is doing well and all inner wear companies doing well. But somehow Premco is not doing well both on sales and margins(only 2021-22 margins were good).
Seems management issue… decided against investing…
Piramal Enterprises Ltd (24-05-2024)
Got reply from PEL IR
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Book already written down in balance sheet. 14572 cr is face value pre write down just shown in ppt
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570 cr pertains to legacy book
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729 cr is provision across biz not just legacy
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Cant name assets but revalued reslisable value hence write down
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Feedback taken
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Bulk will be done in FY25 only
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Reducing legacy book faster than planned to improve perception.
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Not specified yet
-
Not on books
Piramal Enterprises Ltd (24-05-2024)
Got reply from PEL IR
-
Book already written down in balance sheet. 14572 cr is face value pre write down just shown in ppt
-
570 cr pertains to legacy book
-
729 cr is provision across biz not just legacy
-
Cant name assets but revalued reslisable value hence write down
-
Feedback taken
-
Bulk will be done in FY25 only
-
Reducing legacy book faster than planned to improve perception.
-
Not specified yet
-
Not on books
Piccadily Agro Industries Ltd (24-05-2024)
How is there Camikara rum doing? Based on the reviews it looks good although I am unable find that anywhere in the market. Has the management given a split of Indri, Camikara and Whistler sales?
Piccadily Agro Industries Ltd (24-05-2024)
How is there Camikara rum doing? Based on the reviews it looks good although I am unable find that anywhere in the market. Has the management given a split of Indri, Camikara and Whistler sales?