So i tried to check on them after holding for an year >https://nsearchives.nseindia.com/corporate/TRIL_08042024153813_PresentationQ4202324.pdf
They do seem impressive in their chic presentation
Revenue | 1270 cr |
---|---|
Export | 140 cr |
EBITDA margin | 12.93% |
PAT | 3% |
Order Book (on 23.05.24) | 2941 cr |
Enquiries under negotiation | 17000 cr |
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 ?
They say results are not by chance but are the result of meticulous planning and execution of key strategies.
However, I think transformer exports have good 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 is not priced in at the current cmp?
D- Invested from lower level.
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