Yes they have already mentioned 20cr expansion plans in there quarterly – which has been implemented and also Pune TCG lab
Posts in category Value Pickr
Investment in the ancillaries, or ancillaries of ancillaries-vendors of famous companies (05-09-2024)
I will politely stand to a side and wait for the experts to take over.
PGINVIT impairment of investments in subsidiaries and book value (05-09-2024)
Thanks @sambandham82 for sharing the email. It’s really valuable.
Now, The moot question is : Why and how IndiGrid is able to garner assets after assets in the same ecosystem ?
Is it because IndiGrid is managed by KKR (PE giant) which are more agile and dynamic vs sloppy PGInvit management?
Also, it should be very helpful, if someone can enlighten as to which state governments and private parties PGinvit is actively talking to and how close they are in closing the deal?
Hero Motor – Leader in two wheeler (05-09-2024)
Very nicely put.
One of the main reason EVs are not pushed in India and rest of the world, is due to dependence on China for battery and their control over Lithium mines.
KRBL- The King of Basmati rice (05-09-2024)
Just my thoughts, we are in a bull market. LT foods and Chaman Lal setia posted good numbers and share price also reflects in their case. But krbl, being industry leader, is not able to post good numbers and there share price is also going down.
Disc: Patiently holding it for many years hoping for turnaround.
Tata Motors – DVR (05-09-2024)
Look at all major business house
Reliance – Jio Fin split (soon Jio Retail)
TVS – family split and unwinding cross holdings
Godrej – family split and unwinding cross holdings
Many more, which don’t come to mind immediately
Tata Motors – DVR (05-09-2024)
Brightcom group 
They have created negative wealth for retail quite efficiently.
Shakti Pumps – solar shakti (power)! (05-09-2024)
Recently listed Premier Energies has today announced a large 215Cr order for 8000 odd solar pumps under KUSUM Component B received from Uttar Pradesh Dept of Agriculture.
I was under the impression that Premier Energies was into manufacturing and supply of solar modules for solar pumps and not the pumps themselves. Have they ventured into pumps as well? In that case, are they directly competing with Shakti Pumps or could they be buying the pumps from Shakti Pumps?
Edit: From DRHP it indeed appears that they provide EPC services in solar pumps wherein they make the modules and source the pumps from vendors like Shakti.
Buy Unlisted Shares (05-09-2024)
Secondary market is highly illiquid, Institutions (for strategic reasons) don’t want to trade. So Prices change on little bit of trading, some parties (like promoters before IPO) take advantage of that to pump & dump. Learnt that after burning fingers a few times.
So maybe price of Anugrah changed based on nothing XD.
We should only buy unlisted shares if valuations make sense to us as price discovery doesn’t exists.
Sterling & Wilson Solar Ltd. – Will the Sun Keep Shining? (05-09-2024)
Revenue, – 8,000
GP – 800 Cr
EBITDA – 450-500 Cr
PAT – prob – 400 Cr. (no tax, Interest only on BG & limits,)