They have changed model to make it asset light and houses will be built by partners and they will focus on services, it is integrated player with products including digital products. They are just fulfilling 5% of demand pls refer to their presentation and from 2 to 5 and will go to all million plus cities in decades ahead. Longevity and aging with need of sr citizen health care is never ending trend hence it is permanent trend as they scale then profitability will shoot up , still two years away but will have operational leverage kicking in esp for digital and product side.
Posts in category Value Pickr
Digitization- A game changer for TV18? (09-06-2024)
Can someone please help me understand what exactly is happening in Tv18 & why is stock down 40%?
What is the latest nclt filing for?
Gulshan Polyols(GPL) – Business by FMCG and Valuation by Commodity (09-06-2024)
Company will start depreciating the assets only once assets is put to use. That might be reason.
SBI Cards & Payment Services Limited (09-06-2024)
Can you explain this. By merchant you mean the bank?
Dream FIRE Portfolio (09-06-2024)
Do not believe in such future predictions - This could be the key learning.
It only acts as a hindrance to an investor’s own conviction and theory.
Mostly all such predictions are of no use in the world of investing and Doing nothing is the safe approach!! I also have not acted on any of these predictions for my Indian stock portfolio.
Your conviction is US stocks when most of the consensus was suggesting not to invest in them (or there were some concerns about their valuations even in 2020), have given you stellar returns.
TARSONS products ltd (09-06-2024)
Concall Notes - Jun 2024
Capex:
- Total capex planned is ₹600 crores.
- Already incurred ₹180 crores in the current year.
- Remaining amount to be spent in the next 7 to 8 months.
- Panchla facility at peak capacity can generate revenue of ₹400 crores.
Acquisition - Nerbe:
- Strategic acquisition of Nerbe in FY '24.
- Acquisition aimed at capitalizing on growing opportunities in the international market.
- Integration of Nerbe to expand in the European market leveraging its distribution network.
- Acquisition unlocks new avenues of growth and propels business to greater heights overseas.
Revenue Performance:
- Stand-alone revenue from operations in Q4 FY '24 was ₹87 crores, highest ever quarterly revenue.
- Stand-alone revenue for FY '24 stood at ₹277 crores, lower by 2% from the previous year.
- Consolidated revenue from operations for FY '24 stood at ₹296 crores.
- Revenue from export for FY '24 was ₹83 crores and domestic at ₹194 crores.
- Export sales contributed around 30% and domestic sales around 70% for FY '24.
Margins:
- Stand-alone EBITDA for Q4 FY '24 stood at ₹34 crores.
- Stand-alone EBITDA for FY '24 stood at ₹103 crores.
- EBITDA margin for Q4 FY '24 stood at 39.1%.
- Adjusted EBITDA for Q4 FY '24 stood at ₹38 crores.
- Adjusted EBITDA for FY '24 stood at ₹110 crores with margins at 40%.
- Stand-alone profit after tax for FY '24 was ₹51 crores with PAT margin of 18.5%.
Industry & Market Outlook:
- Labware industry experienced a decline of 18-20% in CY '23.
- Tarsons aims to outperform the industry growth.
- Optimistic about the improving demand scenario.
- Expectation of gradual improvement in the industry.
- Industry trends showing signs of rebound.
Customer Engagement & Market Strategy:
- Engage with distributors and end customers in international markets.
- Participate in international exhibitions to engage with partners.
- Leveraging relationships with distributors to drive sales.
- Strong focus on building brand presence in Europe through Nerbe acquisition.
Challenges & Opportunities:
- Geopolitical tensions impacting global supply chain.
- Logistics and supply chain disruptions affecting operations.
- Focus on leveraging synergies and enhancing cross-selling opportunities.
- Confidence in maintaining excellence despite external challenges.
- Opportunities for growth in the international market.
Domestic Business & Growth Strategy:
- Positive outlook for domestic business growth.
- Optimistic about returning to industry level growth.
- Focus on customer relationships and product quality.
- Tarsons positioned to penetrate the cell culture market effectively.
- Continued efforts to drive growth and expand market presence.
Companies With First ever concalls OR Investor Presentations (09-06-2024)
Lincoln Pharma came up with the first-ever con-call.
Sharing the details below
Lincoln Pharmaceuticals Ltd Q4 FY2023-24 Earnings Conference Call
I hope you find it useful
dr.vikas
PGINVIT impairment of investments in subsidiaries and book value (09-06-2024)
As per value of PGInvIT’s equity holding, Total value = 11091+1513+6836+6298+4038 = 29776 millions = 2977 Cr.
NAV/share = 2977/91 = Rs 32
And thats wrong. I think both the methods are wrong.
Lt foods (daawat) (09-06-2024)
Abakkuus entered
And dsp small cap fund also holds and company regularly conduct investor meets
Check on bse disclosure
I personally believe as pe rating is not in our hand just stay invested a slow compounder is much better than a wealth destroyer