Sale growth rate is 17% and profit growth rate is 75% why?
How to analysis this qurey further?
Posts in category Value Pickr
KDDL (Ethos Watches) – Scalable business model at an inflection point? (26-09-2023)
Amararaja Batteries Limited: Powering Ahead (26-09-2023)
If you read through the notice, you may appreciate the fact that lubricants, oils and greases have use in industrial applications as well, which is a big market by itself
Again, EVs are much hyped, and the evidence lies in the sales quantity compared to general ICE engine 2-wheelers. India still lacks the infrastructure and reliability in terms of offering EVs that can disrupt the market like it did in China. So, at least for the next 2 decades, ICE engines will co-exist and this may be one of the reason for this diversification
Disc: not invested
Religare Enterprises (26-09-2023)
Burman family moves to take control of Religare Enterprises
Pragnesh’s portfolio (26-09-2023)
Exactly
I enter when mcap is less than 5000 cr, preferably less than 1000cr-2000cr. Because such companies remain small even after 10 times.
I dont sell once they become midcap.
I entered kei when its mcap was 4000cr
(Coutsey:book 100 baggers)
Bye Bye Diesel Petrol, Welcome Biofuel- Global Biofuel Alliance- A paradigm shift in sustainable energy, Carbon foot print and economic strategy- various options before India (26-09-2023)
Govt launches registration portal for Biogas plants
This is an excellent initiative by Govt. These registered unit will be given financial assistance.
In the
GOBARdhan aims to transform biodegradable and organic waste, including cattle dung, agricultural residues, and biomass, into high-value resources such as Biogas/ CBG and the bye- product is guess what ? it is organic manure which can be utilised for growing food crops. So you will get only organic vegetables and fruits to eat and ensure that you are at sound health. Do Bye-Bye to inorganic fertiliser chemicals like SSP, DAP, urea etc.
And during last 2 budgets , the govt had already announced subsidy for producing organic fertilisers. So now , Organic fertilisers from BCG is very much in alignment with this new announcement.
It is worth mentioning that CBG is a renewable energy , it is nothing but methane can be used in any CNG vehicles which are growing at a faster rate.
Moreover , CBG can also be Liquified to LBG. LBG is Liquified Biogas which is similar to LNG.
What is special with LNG/LBG ? LNG can be carried in LNG tanks like petrol diesel tanks and can be used in long haul trucks which can cover 1000’s of kms without refill and the engine is same as that of CNG
Hindustan Foods (25-09-2023)
I dont mind company doing capex, the idea is not to be overdoing capex . Capex should be in a controlled manner so that fcf generation is there. There has to be balance between growth and fcf. remember if they lose big client – they lose revenue. They have to service debt but ebitda and cash flow becomes lesser.
Risk are very important to consider and not just paper growth. That too 80x valuation.
Its my opinion
Hindustan Foods (25-09-2023)
I dont mind company doing capex, the idea is not to be overdoing capex . Capex should be in a controlled manner so that fcf generation is there. There has to be balance between growth and fcf. remember if they lose big client – they lose revenue. They have to service debt but ebitda and cash flow becomes lesser.
Risk are very important to consider and not just paper growth. That too 80x valuation.
Its my opinion
Mallcom India – Safety Equipment manufacturer (25-09-2023)
My bad. I accidentally wrote thinner instead of lighter. 
I have worked in oil and gas and I have friends in the mining industry. We are required to wear helmets on site and these things haven’t really changed much over time. Surely they have gotten lighter over the last decade but nobody is complaining about their weight. They aren’t that heavy. What I am trying to say is that there is no catch 22
Hindustan Foods (25-09-2023)
Bro, you’re understanding is wrong.
Of a company generates OCF of 100 rs, it has two choices. One to use the money for expanding the business. This is good as long as the Co haa good ROCE.
Second, don’t do expansion. Then all the OCF will move to FCF. which would be used for Dividend, Buyback etc.
If the Co stops expansion of business, then cash flow from investing activities would be zero. Then all the ash) cash would flow to FCF
DELHIVERY – One stop solution for shipping and parcel delivery (25-09-2023)
GPS tracking and telematics of vehicles is a pretty standard solution available in the industry. There are dozens of softwares available, and the quality of product is pretty standard. Location intelligence is the area where no solution is 100% correct in India. I have used Google API, MapMyIndia etc. And none produce accurate results 100% of the time.