Max Group merged its healthcare assets into Max Healthcare and demerged its senior care and allied businesses into Advaita Allied Health Services Limited in June 2020. This subsidiary was renamed Max India Limited, which now holds the senior care business, Antara, offering integrated solutions for senior needs.
Posts in category Value Pickr
ValuePickr Surat (10-09-2024)
Is there any meet happening in Bengaluru too?
Requesting Portfolio Critique (10-09-2024)
Thank you Naman, I will remove my post and repost soon.
Max India – Demerger, Will sum of parts be greater than single entity (10-09-2024)
Any guidance on the following:
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How one should evaluate this company’s valuations
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Considering that elderly care will grow over the next decade, how should we assess this company, what metrics to focus on.
My Portfolio->Aditya (10-09-2024)
Update : Exited Trent completely as the valuations seemed too high.
Have started taking positions in Lincoln Pharma as its valuations appear more reasonable. It is in stage 2, where growth seems to be slightly higher.
Also have started taking tracking positions in Knr construction due to India infrastructure growth story. Still Studying this cos will update allocation once I believe the I have a good understanding 
Triton Valves Ltd – A Sleeping giant in tire and industrial valves (10-09-2024)
Hi,
Triton Valve and Triton Climatech manufacture valves, whilst Triton Futuretech in into commodity.
The broader idea of the amalgamation of both entity is:
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Triton Group is currently more focused on the expansion of Triton Climatech, and because Triton Valve is a holding company, it can be difficult for TV to transfer funds to TCT if there is a temporary need for working capital.
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By amalgamating these two entities (which is into valves manufacturing) and since the machineries are fungible and its easy to scale as and when required. It will have a synergistic effect, resulting in an increase in gross margin going forward.
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Since the group is confident to achieve a topline of Rs 500cr in current fiscal, any minor improvement in gross margin will result in expansion of bottom-line.
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Current debt is Rs 110cr.
Disclaimer: Invested and biased…
Triton Valves Ltd – A Sleeping giant in tire and industrial valves (10-09-2024)
(post deleted by author)
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (10-09-2024)
I think both @DEBASHISH and @sammy11 holds more than 1% in the company.
Dreamfolks services limited( DFS) (10-09-2024)
Yes it’s too early to make a call on it.
Highways business if getting their act together I believe will be margin accrual business, due to long term lease, and usually retail space rentals escalate 15% after every 3 years hence I do believe if they go planned about highway business will generate them better opms compared to their airport business
But in the mean time , they are foraying into unchartered territory, and if they go aggressive about it , it could burn their fingers or hands, or a body as a whole.
Krishna Defence & Allied Industries Ltd – SME play on Shipbuilding (10-09-2024)
Company is getting significant orders.
Order Book at end of FY24 – 1866.2 Million
Q1 Topline – 453.8 (Up 181% YoY)
Order Book at end of Q1 – 2286.0 (released to exchange on 23/8/24)
Order received from L&T – 1040 Million (released to exchange on 6/9/24 and to be executed in 12 months)
Total Order Book – 3326 Million. Total order addition in 6 months of this year is 193 Cr. and that’s more than what the company started the year with.
Diary segment order book has become insignificant (0.5%) and it’s almost a pure play on defence & ship building
Company also made a significant announcement regarding new product tie ups
and one announcement regarding approval. Did this approval play a role for getting the L&T order ??
Overall, given the high probability of good nos. continuing for the year (inline with Q1) we need to think of the forward PE. It didn’t release Q1 nos.
Disc: Have added in PF post Q1 result PR.