Yes looking into it.
Apart from all the information available on valuepickr, if we do Dupont analysis to summarize
- KRBL operates at higher margin
- Chamanlal has better efficiency
- LT foods uses financial leverage better
LT foods and Chamanlal trading almost at ATH while KRBL is ~ half compared to ATH due to CG issue.
Not able to understand lower valuations for these companies in spite of strong brand and higher market share.
Still not convinced though to take position in any of these but tracking it closely
| Subscribe To Our Free Newsletter |
