main promoter holding reduced a bit, increasing public shareholding – not a serious RED flag but has to be valid reason – esp when company is growing.
Although FII & DII holding is increased.
Electronics Mart India (EMI) – the next Titan/ D-Mart? (15-10-2024)
Q2 results today: HDFC Life, PVR Inox among 25 companies to announce earnings on Tuesday (15-10-2024)
The second quarter earnings season sees the announcement of results from 25 companies, including HDFC Life and HDFC AMC. HDFC Life is expected to report a 17-26% YoY increase in APE, ranging from Rs 3,550 crore to Rs 3,834 crore, with VNB estimated between Rs 900-978 crore.
Q2 results today: HDFC Life, PVR Inox among 25 companies to announce earnings on Tuesday (15-10-2024)
The second quarter earnings season sees the announcement of results from 25 companies, including HDFC Life and HDFC AMC. HDFC Life is expected to report a 17-26% YoY increase in APE, ranging from Rs 3,550 crore to Rs 3,834 crore, with VNB estimated between Rs 900-978 crore.
Geospatial sector – Sunrise Opportunity (15-10-2024)
Thanks for detailed post.
Just wated to know why Median Remuneration of Ceinsys Tech Ltd see following two observation
- It is too low FY24: 348000
- There was fall in Median Remuneration 2020(110974) and 2021(120476)
Any input on this?
Kirloskar Electric – A Turnaround Bet? (15-10-2024)
Focus Segments
- EV: 3phase motors. Targeting the 4wheeler segment on & off highway. Pushing to get a drive train so they can sell a complete package.
- Transformers: Not focused on the electricity board, but focus is on private companies. Acknowledges transformer supply shortage.
- Defence: Navy orders exist. Approaching army & air-force.
- Nuclear power: Motors for Zone 1 & 2, and pump motors.
Ambitions
- 1000cr top line in 2-3 years
- Debt free
- Minimum working capital
- Minimize monetisation
20-30cr CAPEX per year. Modernising all the plants. Hiring.
Above are AGM notes from 14-8-2023 for FY 22-23.
The focus segments are the ones with tailwinds.
Don’t anticipate hockey stick growth, but do smell a great opportunity.
Regular updates are hard to come by – so it makes the study a tad difficult.
Everything remains to be seen. Take your seats, or wait a while.
Big movers on D-Street: What should investors do with RIL, HCL Tech and HDFC Life? (15-10-2024)
Benchmark BSE Sensex surged nearly 592 points, with Nifty reclaiming the 25,000 level amid a strong global trend. Highlighted stocks include RIL, HCL Tech, and HDFC Life, each showing varied performances and trends. Experts advise cautious trading, focusing on technical indicators and price action before making decisions.
Companies with 20%+ growth guidance for next few years (15-10-2024)
Kilpest India Ltd to ~3B BLACKBIO DX Ltd…
ROCE is good…what is the other income company is making Rs.13.3 Cr…if that changes it can impact growth