The Anti-Portfolio

Vikaj ji…me again !

So i tried to check on them after trading & holding after an year >https://nsearchives.nseindia.com/corporate/TRIL_08042024153813_PresentationQ4202324.pdf
They do seem impressice in their chic presentation

Just like I could say, without knowing much and trading in the 70s, then holding since the 90s, and now after it became 7% of PF, ऊँट के मुँह में जीरा .They say results are not by chance but are the result of meticulous planning and execution of key strategies. To my not-so-intelligent brain, I presume all listed names offer a rosy picture if the story is good and paint a soothing picture if the story isn’t.

However, I think transformer exports have opportunities, especially in the US:https://www.woodmac.com/news/opinion/supply-shortages-and-an-inflexible-market-give-rise-to-high-power-transformer-lead-times/.

While they are barely profitable, I get pumped up to take a bet based on forward-looking guidance. I wish someone could teach me to calculate forward PE . Could it turn out to be a bait? What an expert would have done in such scenarios?

Edit – Their export is 11% now & plan to increase it to 25%.Last year they recieved 2000 Cr orders and if they are negotiating 17000 crore. What can stop them from 3000cr at top ?