The latest Annual Report is delightful. The AI and data centre boom is a positive development for the company.
Posts in category Value Pickr
Ranvir’s Portfolio (04-09-2024)
EBITDA is just 4% of revenue.
PAT is 0.4% of revenue.
Is it even a good business for retailers to hold?
Hitesh portfolio (04-09-2024)
BIL is a small company with its own set of problems. But last 3 years results in terms of topline and bottomline provides some comfort. Management is , guiding for 17-18% topline growth over medium term with slightly improved margins, but we need to see how it pans out.
To account for above set of variables, I have kept allocations very low and will scale up once picture becomes clearer or growth story continues. Everyone should do their own diligence. There is a thread on VP on the company also.
Buy Unlisted Shares (04-09-2024)
I can see from my account that I bought the Tata Tech at 813 average. The issue came at 500, but my icicidirect account is showing the buy at 813, the actual price.
Now, if you correct the price to 84.5, on sale, the correct price would be reflected. Your profit would be more and the tax would rise slightly.
I would rather show the correct price and bear the loss in tax.
In fact opposite happened with me. My buy of Rel Ret was approx 2.5 lakh. Reliance bought them back at 130000, leaving me no alternative.
To my shock I discovered that this 1.30 lakh was shown as income and TDS deducted. My CA has corrected. I have realised that I would rather pay a CA than bang my head against these things.
Natco Pharma: Focusing On Complex Products (04-09-2024)
Thanks Vikas, Next time will do it 
Glenmark Life Sciences (04-09-2024)
Sure
Glenmark life sciences.xlsx (244.7 KB)
Premco Global — Narrow Fabric (A critical component for inner wear) (04-09-2024)
I am invested since 2005 , and have disclosed it many times in my previous posts
Buy Unlisted Shares (04-09-2024)
Sir, I get your angle of income tax, and am aligned with it.
However, what about the loss from 93 to 84.5?
Buy Unlisted Shares (04-09-2024)
Portfolio is editable.
What I have seen is that when I buy a stock, in the demat holding only its face value shows. So Your Tata Tech may show 100 @10.
When they are issued, perhaps they were auto changed to the issue price.
Please check their price in your holding. Only one of my shares has got listed- Tata Tech- and I have sold that off. I will also check, but I had modified their prices in my portfolio.
For the income tax purposes, the higher price is better as the gains would be less on selling. However, I correct them whether upwards or downwards.
Natco Pharma: Focusing On Complex Products (04-09-2024)
Bhai, a simple Google search will answer that question.
Also, I am sharing one more relevant articles
dr.vikas