Any idea when is Piramal Pharma shares going be listed ??
Posts in category Value Pickr
Talbros engineering (05-09-2022)
A small cap company primarily in the business of making rear axle shafts for heavy vehicles.
Having clients primarily in india and exporting to the north american market as well.
During FY22 their export to the american market increased by 50 %.
Even during the massive inflation in raw material and disruptions in supply chain, the company has shown surprising defending of their margins and managed to grow their volume.
Management is sounding very bullish on the indian automobile industry and has been expanding into other products to diversify their product range .
At a Pe of 11 it seems cheap considering the supply chain and inflationary headwinds are receding.
This might lead to some margin expansion and diversification into the new products will lead to volume growth.
The company seems interesting but no concalls and investor presentation shows limited intention to interact with public investors
The relative pricing power of the company seems interesting as well, might be a sign of some competitive advantage .
More views on this stock is welcome
Affordable Robotic & Automation Ltd – Niche business (05-09-2022)
General small cap euphoria probably. Many companies have been having random spurts. Wouldn’t read too much into it.
Thanks for your response the other day. I took a small position now that the experience zone is up and running and an EV order is in. My thesis is on the warehouse piece though. If their solution is good, it can see big operating leverage playing out. Warehouse optimization solutions are semi SaaS like, asset light and scalable very quickly once they gain traction.
And at sub 150cr valuation, downside seems protected unless they go bust.
Will go to the experience center whenever I drive to Pune next.
Himachal Futuristic communication (05-09-2022)
TEJAS NETWORKS will get its receivables
Fast Moving Consumer Goods (FMCG) & Consumer Durables: Long-term Best Buys? (05-09-2022)
I wasn’t able to fetch data as far as 2001
If you have it I can add to the above list quickly. Nevertheless, Nestlé would have definitely improved or atleast kept the results similar.
Grauer and Weil Limited- 101 out of 100? (05-09-2022)
Grauer and weil annual report 2022
Few points
1…Performance
A… Surface Finishing Segment:
=Surface Finishing Segment continues to be significant part of overall business operations of the Company.
The segment accounts for nearly 88.0% of Total Segment Revenues.
=Its product portfolio includes
a…General Metal Finishing (such as functional coatings, decorative coatings, pre-treatments, plating on plastics,
anti-corrosion treatments etc.),
b…Paints & related coatings (such as high-performance industrial coatings, marine coatings, aerospace and
defence coatings, architectural coatings etc.) and
c… Industrial lubricants (such as rust preventive oils, cutting oils, deformation oils, heat
treatment oils etc.).
=Your Company continues to maintain its leadership position in the metal finishing products despite growing intensity of competition
from domestic and international Companies.
=Strong growth was also reported in Paints coatings.
=The Industrial lubricants also grew
extremely well in revenues and strong underlying volume growth.
B… Engineering Segment:
= In spite of strong recessionary trends in capital goods industry, the segment revenue witnessed an impressive growth of +15.1% in financial year 2021-22 over corresponding previous financial year
.
C… Mall Segment:
= The second wave of COVID-19 that struct the country in the first half of financial year 2021-22 dampened a quick recovery of the Mall business. However, the recovery, thereafter, was very rapid and the Company closed with an 57.0% growth as
compared to financial year 2020-21. Footfalls, however, continued to be lower than financial year 2019-20, the last year of normal preCOVID behaviour by customers.
2…Growth
=Whilst the total revenue of surface finishings segment grew by 27.4% in the financial year 2021-22, revenues of engineering segment posted a growth of 15.1% in same period
3…Resilience
=This growth of revenues, despite
challenging business environment, is
testimony of your Company’s strong
business resilience which is an
outcome of competencies and enablers that your Company has implemented across all business segments and operations in past few years.
4…Complete surface solution
= Your Company has inherent strength to grow as it is perhaps one of the few companies which offers complete
plating/coating solutions to its
=Growel is the Only Company in India and one of the few in the world to
offer a complete package of corrosion and protection solutions under one roof.
5… Service support
=Your Company not only
provide a wide range of coating
solutions but also provides complete
application and service support.
6…Market leader
= It is only with this customer-centric and service-oriented business approach, your Company continues to maintain its leadership position in general metal finishing.
7…R and D
=Your Company strongly believes that innovation is the only insurance against irrelevance. Setting up technical centre to supplement its research and development efforts, is one such step towards this direction.
= The construction of this technical centre is expected to start in financial year 2022-23.
8…FUTURE PROSPECTS
=The Company put into play the business strategy conceived last year to regrow our share in General Metal Finishing segment, with particular
focus on Anodising, Electroless Nickel and Plating over Plastics.
=We will continue to invest and build on long term assets and strategies with planned additions in capacities in our Jammu and Dadra plants.
=The new Technical Centre plan has also come closer to fruition and we expect to start construction in financial year 2022-23. This will further augment our businesses both in General Metal Finishing and Paints Coatings
9…Capex
=Besides this, your Company is
working towards setting-up additional
capacities at Dadra and Jammu as a
part of its long-term business strategy
10…Revenue break up
=Export@17%
Surface treatment@89%
Engineering@9%
Shop@2%
11…We are the first chemical company in India to have received the coveted AS9100 aerospace certification, established by the aerospace industry, which demonstrates our ability to satisfy DOD, NASA and FAA
quality standards.
12…VISION:
To be in Top 2 in all our businesses on the strength of our people and values
Disc…invested
My latest portfolio
Dish TV 10 bagger stock (05-09-2022)
This is a dying industry ,with EBITDA falling every quarter due to subscriber base falling ,If we take last quarter as benchmark with no fall then the EBITDA would be somewhere around 12 to 1300 cr for this year.
Affordable Robotic & Automation Ltd – Niche business (05-09-2022)
wondering why the stock priced jumped today, don’t see any announcements from the company.
Fast Moving Consumer Goods (FMCG) & Consumer Durables: Long-term Best Buys? (05-09-2022)
Why nestle is not there?