Now that’s an optimistic view . Interestingly their cost of raw materials is going up, when compared to the peers ( Piccadilly Agro ) the cost is almost double … probably need to understand, why they are not able to source the raw material at industry rates as done by it’s peers.
Note: Above info is purely from numbers reported, I have not done any deep dive into the business model analysis.
Posts in category Value Pickr
Globus Spirits (17-05-2024)
Globus Spirits (17-05-2024)
Now that’s an optimistic view . Interestingly their cost of raw materials is going up, when compared to the peers ( Piccadilly Agro ) the cost is almost double … probably need to understand, why they are not able to source the raw material at industry rates as done by it’s peers.
Note: Above info is purely from numbers reported, I have not done any deep dive into the business model analysis.
Avanti Feeds (17-05-2024)
What I could understand is that all these options we give to management for cash payout etc involve taxation. For an entrepreneur all these things are a hit. What will they do with cash payouts at their end…they are already getting funds by way of salaries and dividend and don’t have avenues to deploy.
BEML – Disinvestment (17-05-2024)
BEML is in a Sweet Spot with multiple business in Defence, Railway, Construction, Mining that would continue to play out in coming days -An analytical brokerage report by Prabhudas Liladhar !
Discl: Invested from lower levels. Hence , may be biased. This is not an buy or sell recommendation.The Stock has run up quite a bit.post Q4. Plesse do your own assessment before investing or selling.
Wonderla Holidays (16-05-2024)
I don’t think so that water rides are stopped as I have search regarding the same on YouTube and found some ramdom person posting videos of there recent trip to Wonderla Bangluru and in that videos they are enjoying water rides n all without any Hassel. There expences are rising like salary n all because they are hiring more n more person at top level and also on operational level of park as Bhubaneswar park is almost ready and going to be operational on 24th may.More things will be clear in today’s concall
Varanium Cloud SME, the next Brightcomm Group? (16-05-2024)
@Ascendant Is Beat The Street your own twitter handle? BTW, you warned everyone and predicted this saga long back. Kudos!!
Angel One: Metamorphosis into a Fintech? (Previously Angel Broking) (16-05-2024)
That’s why they foraying into the wealth managment with a strong team so that can be balanced with a new vertical and also capitalising on the cash market numbers getting strong and investors thinking of preserving wealth that they have mad in last 5 years through either derivatives or speculative investing
INOX Wind (16-05-2024)
Stock reversed beautifully from the trendline as shared above. Interesting development in the inox gfl group
https://x.com/etnowlive/status/1790955498096959957?s=48&t=taDyVj4_oT168hw6IQLVFA
Lt foods (daawat) (16-05-2024)
@yashchandak KRBL last few years are very turbulent. In one Quarter they were able to export high broken rice and in other quarter, very high bulk export, in one quarter they have Saudi sales starting and in other quarter Saudi sales back to zero. In one quarter, a bulk shipment is not delivered to client and revenue got deferred to other quarter.
I would recommend you read concalls of LTFOODS and KRBL for last 5 years, You will neither find positive nor negative surprises from sales perspective for LTFoods except impact of soya sale due to US anti dumping duty. But in KRBL, you will find lot of these surprise both on positive and negative side, which makes their revenue to fluctuate lot higher even after factoring rice/paddy price fluctuation, this makes their Ebitda all over place
When it comes to LTFoods margin, In presentation you can find the Rice segments margin, you will find fluctuations, but offcourse not to the extent of KRBL which is due to their own problems
Q1 - 12.9%, Q2 - 13.9%, Q3 - 14.8%