When we will get bonus shares credited or reflect in our trading platform?
Posts tagged Value Pickr
Burger King ~ Whopper of an Opportunity (24-05-2024)
True Indonesia business has been a drag on the consolidated business so far.
But if u see they have managed to EBITDA and Cash breakeven, get to +ve SSSG (which they achieved in Feb), thus helping it stop the pressure on the consolidated P&L. Decision of not adding any new allocation into the Indonesia subsidiary until the geo-political situation improves, also neutralises the risk to balance sheet. This decision would also help improve KPI (at unit level) as the existing stores mature. They have also done some 20% cost rationalisation at corporate levels; hence the effect closure of 15% under performing BK restaurants on fixed costs, should be taken care of.
I believe if the above continues, the Indonesia business will be overlooked and India business might get it’s required re-rating.
Burger King ~ Whopper of an Opportunity (24-05-2024)
True Indonesia business has been a drag on the consolidated business so far.
But if u see they have managed to EBITDA and Cash breakeven, get to +ve SSSG (which they achieved in Feb), thus helping it stop the pressure on the consolidated P&L. Decision of not adding any new allocation into the Indonesia subsidiary until the geo-political situation improves, also neutralises the risk to balance sheet. This decision would also help improve KPI (at unit level) as the existing stores mature. They have also done some 20% cost rationalisation at corporate levels; hence the effect closure of 15% under performing BK restaurants on fixed costs, should be taken care of.
I believe if the above continues, the Indonesia business will be overlooked and India business might get it’s required re-rating.
Ami Organics – Pharma Intermediates & Specialty Chemicals (24-05-2024)
Key takeaways from Q4FY24 Concall from screener:
Financials:
- Total capex for FY '25 expected to be around INR 250 crores.
- Stand-alone tax rate at 25.16%.
- Partnership firm tax rate at 35% for Baba Fine Chemicals.
- Mix of exceptional items affecting the overall tax rate.
- INR 70 crores is the remaining capex for Unit 2 Ankleshwar.
- INR 100 crores capex related to electrolyte additive and related infrastructure.
- INR 50 crores capex towards the captive solar power plant.
- Additional maintenance capex of around INR 30-40 crores for the year.
Revenue and Growth:
- Targeting a revenue growth of 25% for FY '25.
- Achieved all-time high revenue from operations of INR 225 crores in Q4 FY '24.
- Volume growth has been consistent every quarter.
- Adjusted PAT for FY '24 was INR 80.8 crores with adjusted PAT margins of 11.3%.
Business Segments:
- Advanced Pharmaceutical Intermediates business grew by 18% year-on-year and 47% quarter-on-quarter in Q4 FY '24.
- Specialty business grew by 36% during the quarter.
- Commercial operations for battery chemical business started during the quarter.
- Working on developing various levers for the specialty chemical business.
Future Growth and Innovation:
- Strong focus on innovation in manufacturing complex intermediates using cost-effective technologies.
- Received grants for 3 process patents during the quarter to safeguard intellectual property.
- Company aims to have incremental CDMO segment in their portfolio going forward.
- Mix of early-stage and late-stage molecules in CDMO business.
Challenges and Opportunities:
- Faced price pressure in the past year, impacting margins.
- Stabilization of raw material prices expected to improve margins.
- Strong visibility in terms of firm orders and commitments, supporting revenue growth targets.
- Focus on cost-effectiveness and competitiveness to sustain in the generic API market.
Expansion and Utilization:
- Unit 1 operating at 72% capacity.
- Unit 2 inaugurated and commercialized one production block, expecting other blocks to ramp up in the next 3 years.
- Unit 3 dedicated to specialty chemical business, excluding pharma intermediates.
- Expected breakeven at around 30-35% utilization for specific blocks.
Disc: invested
Ami Organics – Pharma Intermediates & Specialty Chemicals (24-05-2024)
Key takeaways from Q4FY24 Concall from screener:
Financials:
- Total capex for FY '25 expected to be around INR 250 crores.
- Stand-alone tax rate at 25.16%.
- Partnership firm tax rate at 35% for Baba Fine Chemicals.
- Mix of exceptional items affecting the overall tax rate.
- INR 70 crores is the remaining capex for Unit 2 Ankleshwar.
- INR 100 crores capex related to electrolyte additive and related infrastructure.
- INR 50 crores capex towards the captive solar power plant.
- Additional maintenance capex of around INR 30-40 crores for the year.
Revenue and Growth:
- Targeting a revenue growth of 25% for FY '25.
- Achieved all-time high revenue from operations of INR 225 crores in Q4 FY '24.
- Volume growth has been consistent every quarter.
- Adjusted PAT for FY '24 was INR 80.8 crores with adjusted PAT margins of 11.3%.
Business Segments:
- Advanced Pharmaceutical Intermediates business grew by 18% year-on-year and 47% quarter-on-quarter in Q4 FY '24.
- Specialty business grew by 36% during the quarter.
- Commercial operations for battery chemical business started during the quarter.
- Working on developing various levers for the specialty chemical business.
Future Growth and Innovation:
- Strong focus on innovation in manufacturing complex intermediates using cost-effective technologies.
- Received grants for 3 process patents during the quarter to safeguard intellectual property.
- Company aims to have incremental CDMO segment in their portfolio going forward.
- Mix of early-stage and late-stage molecules in CDMO business.
Challenges and Opportunities:
- Faced price pressure in the past year, impacting margins.
- Stabilization of raw material prices expected to improve margins.
- Strong visibility in terms of firm orders and commitments, supporting revenue growth targets.
- Focus on cost-effectiveness and competitiveness to sustain in the generic API market.
Expansion and Utilization:
- Unit 1 operating at 72% capacity.
- Unit 2 inaugurated and commercialized one production block, expecting other blocks to ramp up in the next 3 years.
- Unit 3 dedicated to specialty chemical business, excluding pharma intermediates.
- Expected breakeven at around 30-35% utilization for specific blocks.
Disc: invested
IIFL Finance (erstwhile IIFL Holdings) ~ Retail focused diversified NBFC (24-05-2024)
How to apply through ASBA I am not seeing option in my DP site.
IIFL Finance (erstwhile IIFL Holdings) ~ Retail focused diversified NBFC (24-05-2024)
How to apply through ASBA I am not seeing option in my DP site.
SKM Egg Products – thinking out of the shell (24-05-2024)
That means you are okay with cycles,
Difference between steel and this is , commodity they are in which is highly perishable, if they make powder also birdflu like issues come at regular intervals, risky bet.
SKM Egg Products – thinking out of the shell (24-05-2024)
That means you are okay with cycles,
Difference between steel and this is , commodity they are in which is highly perishable, if they make powder also birdflu like issues come at regular intervals, risky bet.