Can anyone tell me why was cash EBIT flat in FY22
Posts in category Value Pickr
Mangalam Organics Ltd. – A promising Pine chemistry story (20-09-2024)
Camphor prices are on uptick since start of this year and it is also understood that they are diversifying to B2C which should bring more certainity to business, then what explains muted Q1FY25 results (i.e. no growth and not a significant margin expansion). Would be great if anyone tracking this company can take it up. Thanks.
Pennar Industries Limited (20-09-2024)
Interarch Building Products Ltd provides detailed report about their order booking, hopefully Pennar also follow the suit. It looks like Interarch IPO will have have positive impact on PEB companies with regard to transparency etc
Titan Biotech Limited (20-09-2024)
**Recently, the Union Cabinet approved the proposal ‘BioE3 (Biotechnology for Economy, Environment and Employment) Policy for Fostering High-Performance Biomanufacturing
India’s bio economy skyrockets from $10 billion in 2014 to over $130 billion in 2024, with projections to reach $300 billion by 2030: Union Minister of State (I/C) Science & Technology, Dr. Jitendra Singh
As India emerges as a Global Biotech Powerhouse, Prime Minister Narendra Modi will be hailed across the world as the champion of new Biotech Boom” says Union Minister Dr. Jitendra Singh
BioE3 policy must prioritise biopharma and biomanufacturing
Mutual Funds I am investing (20-09-2024)
Discontinued CanTob MidCap and started QUANT MIDCAP
Titan Biotech Limited (20-09-2024)
Check it out Completely Automated TM Media’s Ready-to-Use Plate production facility
Also check Company’s latest visit to export VitaFoods Asia
Easy Trip Planners (Easemytrip) – An outlier in OTA (20-09-2024)
I don’t think this is fully accurate when you say that its totally unrelated business. They have a reasonably successful subsidiary by name Yolo Bus (https://yolobus.in/) which operates in 400+ routes across India and they also operate 80 own buses. They want to aggressively expand that fleet of own buses by adding EV buses (EV for obvious reasons). When they tried procuring those EV buses , they understood the shortage of supply in the market considering the huge demand and the delays from the existing EV bus manufacturers and their orders pile up.
They have roped in Ashok Leyland emobility vetereran Manoj Soni (https://www.linkedin.com/in/mksoni1978/) as the CEO of Easy Green Mobility.
EaseMyTrip’s recent acquisition of stakes in PFlege Home healthcare (https://pflege.ae/) and Rollins international (The Wellness Co. — Rollins International Pvt. Ltd., https://www.thewellnessco.in/ , https://purefoods.in/ ) are even more interesting.
They are trying to be an InfoEdge for these companies and they even have created a platform for such incubation (https://raiseonce.com/)
Wockhardt – A story with twist and turn (20-09-2024)
In the interview Mr. Khorakiwala gave an estimate of size of WCK-5222. According to him there are 700k patients in US along and current line of antibiotics cost around $8-10k/treatment.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (20-09-2024)
Which companies, do you think, fall within this category?