Hi All,
Thanks for your feedback and responses. I was not expecting such overwhelming responses. I have made correction in spelling of Gravita India and removed duplicate entry of SBCL. Also thanks for providing feedback about adding source of the guidance. I am proposing a template at the bottom of this post. Please let me know if anything else needs to be added to the template. I will try to populate it for most of the companies listed above in next 3-4 days. Again, I would have to look at management interview/con call notes etc to find the source. But it will be helpful for everyone in long run.
I personally think it is good to keep track of such companies. We can update it after every quarterly result or whenever management revise the guidance. I would request other members to add to the list since it will be hard for one/few persons to keep track of all companies. But together we can keep track of most of the companies.
Template for documenting growth guidance with one example –
Company name | FY 23 Revenue | Target revenue | Time frame | Growth guidance (in %) |
Source of growth guidance | Growth Triggers(as per company) | Comments | Reference url |
---|---|---|---|---|---|---|---|---|
VST Tillers Tractors Ltd | 1000cr | 3000cr | 3 yrs | 25-30% | Q1 FY 24 concall Interview on CNBC TV-18(https://www.youtube.com/watch?v=rdEQfJbkFBM) |
1. Export of VST-Zetor tractor(launched in Sep) 2. Supply to electric tractor companies in US 3. Launch of large utility and hp tractors(expect 10-15% rev) from it 4. Inorganic growth(potentially) |
https://www.bseindia.com/xml-data/corpfiling/AttachHis/8e717ff1-bc5a-4399-a7c4-a957cbf4b2fe.pdf https://www.youtube.com/watch?v=NZKBC6kHBnE |
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