I have been tracking this company for more than 2 years. It’s in a stagnation/sideways mode. Unfortunately, most of their business comes from Paints & Lubes which had almost no growth for the last year. I believe the management has been trying to move to higher ebidta/kg segments like pharma, but for them to scale up they would need to make use of the current capacity and see if they can win contracts. I’m currently watching their pharma and FMCG segment which have the highest ebidta/kg and they’re slowly moving away from Paints & Lubes (low margin).
Posts in category Value Pickr
MOLD TEK PACKAGING—dividend plus growth (20-11-2024)
I have been tracking this company for more than 2 years. It’s in a stagnation/sideways mode. Unfortunately, most of their business comes from Paints & Lubes which had almost no growth for the last year. I believe the management has been trying to move to higher ebidta/kg segments like pharma, but for them to scale up they would need to make use of the current capacity and see if they can win contracts. I’m currently watching their pharma and FMCG segment which have the highest ebidta/kg and they’re slowly moving away from Paints & Lubes (low margin).
Sky Gold ltd. – Will it reach the sky? (20-11-2024)
To be honest during q1 concall you will already have 30-45 days of Q2 data. So that is irrelevant.
Sky Gold ltd. – Will it reach the sky? (20-11-2024)
To be honest during q1 concall you will already have 30-45 days of Q2 data. So that is irrelevant.
BAJAJ STEEL INDUSTRIES LTD – Proxy on Agri Theme (20-11-2024)
slide 18 in deck has OB and breakup by segment as well, deck also mentions execution timeline for each segment execution as well in earlier slides, going by that H2 could get closer to (500 cr+) 1.7X of H1 (sub 300 cr), if delivered – a significant feat by all means
BAJAJ STEEL INDUSTRIES LTD – Proxy on Agri Theme (20-11-2024)
slide 18 in deck has OB and breakup by segment as well, deck also mentions execution timeline for each segment execution as well in earlier slides, going by that H2 could get closer to (500 cr+) 1.7X of H1 (sub 300 cr), if delivered – a significant feat by all means
Kotyark Industries – Only Listed pure Biodiesel Player (20-11-2024)
New SME IPO coming in for the biodiesel space – https://www.youtube.com/watch?v=k5pkjzAWxOA&pp=ygUScmFqcHV0YW5hIHNtZW1pdHJh – Very good insights provided by the management about the biodiesel space, the size of opportunity, tender open timings(entire years tenders open up in October), competitors…
AGM is also filled with a lot of information- Video Transcript of 08th AGM 27.09.2024.mp4 – Google Drive
Also, Order worth about 564 Cr to Kotyark for next year (for tenders opened in Oct) – https://nsearchives.nseindia.com/corporate/KOTYARK_20112024193449_Reg30_OMCTender.pdf
Kotyark Industries – Only Listed pure Biodiesel Player (20-11-2024)
New SME IPO coming in for the biodiesel space – https://www.youtube.com/watch?v=k5pkjzAWxOA&pp=ygUScmFqcHV0YW5hIHNtZW1pdHJh – Very good insights provided by the management about the biodiesel space, the size of opportunity, tender open timings(entire years tenders open up in October), competitors…
AGM is also filled with a lot of information- Video Transcript of 08th AGM 27.09.2024.mp4 – Google Drive
Also, Order worth about 564 Cr to Kotyark for next year (for tenders opened in Oct) – https://nsearchives.nseindia.com/corporate/KOTYARK_20112024193449_Reg30_OMCTender.pdf