Increase of approximately 55 crore in the total revenue As compared to last quarters. Employees cost increases almost 17 crore from last quarter whose reason is needed to be find. Earning per share increased to 3.43 rupees from 3.19.Imo results will gradually improve. Disclaimer:Invested and biased.
Posts in category Value Pickr
When Not To Buy (04-08-2022)
Thanks for the information. As a new investor, this is quite helpful.
HDFC Bank- we understand your world (04-08-2022)
Thanks for clarification.
Balkrishna Industries (04-08-2022)
Average results from Balkrishna
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Revenue increased by 45% YOY
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Material and freight costs have grown significantly more than revenue growth
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Net profit at 320 Cr- Down 3% YOY
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Operating margin has come down to 12% lowest in couple of years
Krsnaa Diagnostics – what is the diagnosis? (04-08-2022)
Depreciation also increased.
Punjab centers are causing loss on PBT basis. Because standalone PBT is qoq same (220 cr) but Consolidated basis PBT has reduced from 198 cr to 186 cr. Once they break even Consolidated level PBT increase should happen. Hope soon they make enough revenue so that operating leverage happens.
Krsnaa Diagnostics – what is the diagnosis? (04-08-2022)
Q1FY23 results.
Decent set of numbers. Employee expenses and hospital fees have jumped (guess due to the new facilities)
CDSL – Stock for our children (04-08-2022)
Another month with 14 lakh account addition.
AJ
Disclosure: Remain invested.
Deepak Nitrite (04-08-2022)
Investors presentation.
Concall on 10th aug.
Supriya Lifescience Ltd – pure play API (04-08-2022)
Research report from CRISIL: -
CRISIL-Research_Market-final-report_with-addendum-July-Nov-2021_30112021.pdf (2.5 MB)
Sections 4 & 6 has relevant information (presumably accurate) showing growth prospects
across the different therapeutic areas and the molecules under each. Supriya
currently operates in almost all given therapeutic areas.
Based on the above, an apple to apple comparison (more close) for Supriya would be Divis, Teva and possibly Wanbury.
One thing I found strange though is Supriya seems highlighted at multiple places in the report as if this report was prepared by CRISIL to promote Supriya. Moreover, ICRA had moved its rating to “Issuer not co-operating” category in May 2021 and subsequently took it down in June 2021.
Why people want financial advisor consultation? (04-08-2022)
Hi guys share your views on this topic so that my doubt will get clear.
thank you