As per the filing today for the merger (link) nearly 44 lakhs new shares to be issued to the promoter group . As per the closing price of 260 /- today, the ascribed value of new shares issued is nearly 114 Cr.
Posts in category Value Pickr
All E Technologies, making businesses ready for AI (23-05-2024)
Revenue not increasing much in last few quarters, eps growth is due to margin expansion
Company have 100 odd cr on balance sheet which they have promised to do an acquisition but still not done. Market doesnt like uncertainty.
This was funda part, regarding other side promoter holding is 50% (free float is high) number of shareholders increased by 1000 in latest shareholding pattern (clear signs of distribution)
My take, may be wrong. (Recently exited and shifted to Sahana)
PSP Projects – Construction Company (23-05-2024)
yes they received most of it
Hariom Pipes Ltd: A Capex Play! (23-05-2024)
The company kept its guidance of achieving Rs.2500cr. revenue by FY26. The fixed assets/Capacity has been expanded and kept in place… But still 0.8 debt to equity ratio. Now it remains to be seen whether company will be able to optimise and reach revenue targets or not.
Saregama India Ltd: India’s premier music publishing label (23-05-2024)
It should be due to heavy buying post results : https://www.bseindia.com/xml-data/corpfiling/AttachLive/590b0e7a-8e09-4d16-a6c8-26265afe9461.pdf
Company’s Operating Revenue for Q4 FY24 stood at Rs 2,631 Mn growing at 29% both on YoY as
well as QoQ basis, with a strong adjusted EBITDA of Rs.864 Mn registering a YoY growth of 40%.
Company delivered a PBT of Rs 760 Mn with a 31% YOY growth.
Company’s Revenue from operations for FY24 stood at Rs 8,030 Mn with a strong adjusted EBITDA
of Rs. 3,029 Mn with a margin of 38%. Company delivered a PBT of Rs 2,708 Mn with a 34% Margin
and PAT of Rs 1,976 Mn for FY24
Walchandnagar Industries | Return of a Golden Era (23-05-2024)
What prompted you to say time has come? They have not done a concall + commentary since 2019? Could you please elaborate?
PSP Projects – Construction Company (23-05-2024)
But what about the cash flow, did they receive complete cash i.e. 1960 crs. (excl. GST)?
SKM Egg Products – thinking out of the shell (23-05-2024)
The market cap currently is about 675 Cr. If we notice the cash flow, it is handsome cash flow compared to previous 10 years.
Even quarterly revenue performance is not too bad if we compare it against the quarterly run-rate 2 years ago.
My observation is their employee cost seem to have doubled. Also, material cost also have spiked up compared to immediate previous quarters.
Another observation is the company seems to be doubling the gross block compared to the total gross block 2 years ago (adding the fixed asset+CWIP). I think the investment in Bio-gas plant are reflecting here.
Potentially, when the revenue starts to accrue from Bio-gas plant investment, the margins should improve and operating leverage should get better. I may be wrong in assuming there is going to be added revenue/reduction in cost due to 70 Cr. investment they are making.
It will be useful to attend the AGM for this company as they don’t to earning calls.
Disc-Invested
Saregama India Ltd: India’s premier music publishing label (23-05-2024)
Saregama up by 12% apart from results any news, does anyone knows about it?