Thanks for starting the thread and for the sharing the information.
Did come across this name through my own screener, seemed promising but of course riddled with uncertainties. But since Im not the only one looking into it, I think I can start putting out my own research on this thread. So, im glad about that.
First Impressions of PERFECT for me are :
Really small but capable firm.
promising because of their association with the american entity, but that also forms a grave risk.
FCF positive
Current, D/E are at good levels.
ROCE & ROE in negatives tell me some big changes are needed, add the current (as of today) Asset Turnover to it.
Decreased Promoter Holding is never a good sight to see at the first look.
…
Its like the business stopped performing in 2020 and 2021 evident through the skyrockting inventory days, and ROCE ratio.
But its still not a fundamentally flawed business, which is why I cant find myself discarding it completely from my list.
Will engage more upon your response.
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