yes, that is correct
Posts in category Value Pickr
Piramal Enterprises Ltd (31-08-2022)
yes, that is correct
Samrat Pharmachem Ltd – The King of Iodine chemistry (31-08-2022)
30th-Annual-Report-2021-22.pdf (4.2 MB)
Annual report
Piramal Enterprises Ltd (31-08-2022)
So when the news report “business lists at Rs 1050” (example below), does it mean that this listing price is being determined by market forces and is not what is formally guided by PEL?
Rossell India Ltd (31-08-2022)
Interesting Facts/Developments From Transcripts noted at Morning Coffee
Tea Division
Tea production from outsourced leaf to increase from 3.05 Lac Kg to 5.00 Lac Kg
Appropriate time to acquire 2-3 large estates taking the overall production to 9 to 10 million kgs in the next 3 to 5 years. Current Production 50 Lacs KG Appx.
Techsys
ROSSELL Techsys Division awaits decisions on various bids totaling more than ₹4000 crore that it has submitted in the last 18 months.
For T‐7 Rossell has all of boings portions. We’re doing it as a sole source completely for Boeing for the complete T‐7 aircraft of Boeing portion.
Cost of wire harnesses per aircraft is anywhere from 2% to 3% for for aircraft or helicopters.
We are also expanding our geographies more from the US. Now we’re
moving to Europe as well.
Disc. No Recommendation. Do your Own Check. Invested.
Investing Basics – Feel free to ask the most basic questions (31-08-2022)
Hi,
Can anyone suggest a resource for sector and industry analysis on a regular basis
thanx in advance
The Anti-Portfolio (31-08-2022)
Ugro is a high risk bet - its NCDs are yielding ~40% yield. Debt markets are far better indicator of a companys health than equity mkt. They have decent liquidty to tide over period of credit issues. But I would not include it in a long term portfolio
Piramal Enterprises Ltd (31-08-2022)
PEL Enterprises should publish a guidance (not sure when but pretty soon) on what % of acquisition cost of earlier PEL can be attributed to PEL finance and remaining to Pharma.
e.g. Just an example below, so you will need to wait till they release this guidance value/%. PEL might say 52% value is spun into finance business and remaining 48% in PPharma.
In this case If,
- PEL is acquired before demerger at Rs. X (i.e. say Rs. 2000)
Then, based on guidance, - PEL Finance acquisition cost for calculating Capital Gain after demerger is Rs. 0.52 multipled X (i.e. 0.52x2000 = Rs. 1040)
- PPharma acquisition cost for calculating Capital Gain will be Rs. 0.48 multipled X (i.e. 0.48x2000 = Rs. 960), since we get 4 shares per demerger ratio, 1 share acquisition cost for calculating Capital Gain of PPharma will be 0.48/4 multipled by X (i.e. 0.12x2000 = Rs. 240).
Hope this helps. We need to wait for PEL guidance on % split to calcualte the respective acquisition costs.
Piramal Enterprises Ltd (31-08-2022)
I think @jamit05 explained very well your acquisition cost of demerged Pharma shares. However, not sure if you can consider your actual acquisition cost of entire Piramal as the acquisition cost of Finance business…maybe you need to carve out the acquisition cost of Finance business in same ratio as demerger? Because if you consider the entire remainder as a base for loss calculation for finance business then in essence the Pharma shares should be considered free or 0 cost…
@jamit05 and others - how would the acquisition cost of Finance business work in this case to compute capital gain/loss? Would be good to know your thoughts
DHP India Ltd – Regulators and Fittings (31-08-2022)
2003 AR:
III. FOREIGN EXCHANGE EARNINGS AND OUTGO :
The amount of foreign exchange earned during the year is Rs. 2,69,21,388.34 on account of Export
of Domestic Pressure Regulator for LPG Cylinders & their parts and Die Development Charges as
contained in item No. 10(1) of Part (C) of Schedule 21 of the accounts.
2022 AR:
(a) Activity relating to export, initiatives taken to increase exports; development of new
export markets for products; and export plans:
The net exports of the Company has been increased from Rs. 6199.42 lacs to Rs. 10449.14 lacs
during the year. The Company is expanding its production capacity to emerge as a leading exporter
of our product. The Company is ISO 900 I : 2008 certified.
decent journey from 2.7 cr to 104 cr, but in 2021 it was 61 cr. The thing difficult to track down is revenue concentration in top5 customers back then & now.
INR depreciated 43% against USD from 2003 till now - 2003: 1USD ~45INR, now ~78 INR
Thanks.