Results look strong with good YoY growth. Any idea why the stock is falling?
Posts tagged Value Pickr
Walchandnagar Industries | Return of a Golden Era (23-05-2024)
What prompted you to say time has come? They have not done a concall + commentary since 2019? Could you please elaborate?
PSP Projects – Construction Company (23-05-2024)
But what about the cash flow, did they receive complete cash i.e. 1960 crs. (excl. GST)?
SKM Egg Products – thinking out of the shell (23-05-2024)
The market cap currently is about 675 Cr. If we notice the cash flow, it is handsome cash flow compared to previous 10 years.
Even quarterly revenue performance is not too bad if we compare it against the quarterly run-rate 2 years ago.
My observation is their employee cost seem to have doubled. Also, material cost also have spiked up compared to immediate previous quarters.
Another observation is the company seems to be doubling the gross block compared to the total gross block 2 years ago (adding the fixed asset+CWIP). I think the investment in Bio-gas plant are reflecting here.
Potentially, when the revenue starts to accrue from Bio-gas plant investment, the margins should improve and operating leverage should get better. I may be wrong in assuming there is going to be added revenue/reduction in cost due to 70 Cr. investment they are making.
It will be useful to attend the AGM for this company as they don’t to earning calls.
Disc-Invested
Saregama India Ltd: India’s premier music publishing label (23-05-2024)
Saregama up by 12% apart from results any news, does anyone knows about it?
Godawari Power – Any Trackers? (23-05-2024)
prices can rise 10% from here too.
EBITDA margin can’t be same as last year.
thats very low guidance.
I G Petrochemicals Ltd (23-05-2024)
Bad results… i think this will be the steady state profits per quarter… valuations are quite high.
Godawari Power – Any Trackers? (23-05-2024)
Q4 EBITDA margin was 22%. Prices are up from that base line.
Sponge Iron has still not recovered.
Its prudent to be conservative and build your investment case, isnt it?
KDDL (Ethos Watches) – Scalable business model at an inflection point? (23-05-2024)
For the last few days promoters are selling their stake in Ethos, in KDDL concall they said their goal was to reward their shareholders through dividend and they do plan to keep at least majority shareholding in ethos, since there was no cash requirement as such in KDDL does it mean that they feel Ethos is kind of overvalued currently?
Godawari Power – Any Trackers? (23-05-2024)
Oh come on.
The EBITDA margin for FY 24 was 24%.
Prices of all products they sell is 10% up.
Now, calculate EBITDA margin again.
Cost will not increase much.
It is very simple maths. This company always tells low numbers.