Posts in category All News
Krishca Ltd : A SME offering steel strapping Solution (03-07-2024)
Preferential equity is the best way to raise funds.Stock is reacting to that only.
Black Box: Building infrastructure for the AI revolution (03-07-2024)
The growth you’re expecting isn’t really conservative considering that EBITDA margins are growing so much and revenue is showing consistent growth of 15%.
The work Black Box does in data centers seems fairly basic (network integration, server rack management) that’s why their operating margins are so low compared to actual cloud providers. If they increase their margins, they would face the risk of being replaced by other players.
Their deal sizes are also fairly small compared to the overall size of the data center project.
I would take the $2 Billion revenue target with a grain of salt considering company wasn’t even able to reach their 7000 Cr top line this year and the reason for this was that there was a delay in decision making at client end. Why not chase other prospects and close other deals? Their order book is also a smallish percent of their annual revenue.
What would happen if you consolidate your business to a few key customers and the customers decide to renegotiate your contract? You’ll have no leverage or choice but to wait, which is what happened in FY24
Before this insane up move, there was some valuation comfort. So, I invested with a tracking amount to see how they would execute and move up the value chain. Now there is no room to add more
Aditya Birla Sunlife AMC (ABSL AMC)- An Underrated AMC (03-07-2024)
can you expand on the derating part? Why and what does it mean and why ABCL is not in bullish camp?
Indian Railways 10 Trillion Mega Capex Plan – Railway Stocks to Ride (03-07-2024)
Excellent post. Thank you very much for sharing all the minute details.
I am holding Jupiter wagon since long and recently come across other stocks like texmaco, titagarh, railtel, ircon which I am accumulating right now.
Revenue figure of Texmaco, JWL looks good.
Few interesting news to look at -
(I am invested, will add more as this space progresses further).