If Anybody’s active in this Thread i had several Question
Recently i started Learning about this company
- the capex is of 35 crores post to which the company will have the capacity of more than 9.5 Million bearings P.a. the capex is to be completed by the end of this year. SO anytime line regarding the capacity utilization schedule? Since 4x of original capacity means that the Depreciation will start to hit the P&L Statement as soon as the product is put to use but the Revenue will Build up steadily
- Who are their Export clients? since majority of their revenue is Export oriented and i saw they are exporting it to Italy and Germany, but in current scenario there is Import duty on European OEM if they import from India (around 10%). In last 2 AGM i didn’t hear anything about the same. how did they stay put if the product of there’s becomes Expensive? Any Measure since the margin are more or less Stable
- If I Understand correctly the money parked in Mutual Funds are for CAPEX, Since the capex money is required in next 6-12 months wasn’t the prudent strategy to keep it in Liquid Fund. Does any body find the management Risk Averse?
- What is causing such Huge capex? I understand correctly that the structure of Industry is such that there is not Above hand Orders but still is there management Rationale behind the same.?
- The cash generation ability of the company is very poor. In AGM one of the participant asked the question on this line and the answer was Quite fluke by the management.
Anybody has any idea regarding the above questions then will be Great
Thanks
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