Even I feel the same but how to take up this to SEBI and what SEBI can do on this will they share the allotment list to public? I was just curious on this…
Posts tagged Value Pickr
Va Tech Wabag (21-05-2024)
Well, the quarterly result is flat, again the company was not able to cross ₹3000 crore of topline on annual basis.
At the FY start, i estimated EPS of FY24 to be ~₹50.
The various other brokerage agencies expected ~₹45. So, the results are a little bit below expectations.
Shriram AMC – Waking up after a hibernation. Mcap 300cr (21-05-2024)
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Action construction equipment ltd (21-05-2024)
Hey, on the market numbers it does look like they have exceeded EPS expectation by 6 off %. Market was asking for 25.9 vs they delivered 27.6%. There should be potential upgrades for FY25/F26EPS too given the better base now.
Action construction equipment ltd (21-05-2024)
Given the elections and also the seasonality one can expect the slowdown in Q1 but if you look at the CWIP and Capex this year it does point towards a very strong outlook for the company. In terms of de-rating, a stock which can provide you 30%+ EPS CAGR for next two year with a net cash balance sheet and RoE of 25%+ paying mid 30’s is not bad for an Industrials stock.
Intense Technologies (21-05-2024)
Guys are you tracking?
Good topline, but bottom-line was burnt.
stock is down 20 percent in two days
Action construction equipment ltd (21-05-2024)
May’24 is likely to be a degrowth both on a MoM and a YoY basis… if not YoY, then a low single digit growth. I do expect PE derating unless they come up with some explanation.
Rategain – Fast Growing SaaS Leader (21-05-2024)
Excellent numbers posted by the company again. Here are a few key points to focus on:
- 40% YoY Revenue Growth
- 69% YoY EBITDA Growth
- 48% YoY PAT Growth
- 60.7% of the revenue is subscrption based
- Strong CFO and Net Cash position
- Net Revenue Retention (% of incremental revenue from same clients compared to previous fiscal) - 113.2%
- 337 new customers added in FY24 (now at 3279 customers in total)
- 11.2% Attrition (down from 21.1% in FY23)
- 285Cr of Order wins (2.2x of FY23)
- 486Cr of Order Pipeline
- 22.3% increase in Revenue per employee
- Contribution from top 10 customers: 28.3% of total revenue in FY24, down from 32.2% in the previous year
- Margins have expanded further (EBITDA margin for Q4FY24 at 21.2% and at 19.8% for FY24)
- Sustainable LTV to CAC range is 12-16
- Long-term cash generation is expected to be 70-80% of EBITDA
- Exits of travel tech players in the hospitality industry globally have benefitted RateGain
- Expect organic revenue growth of 20%
- Growth could be higher if there are any acquisitions
- Adara has a seasonally weak Q4, but Q1 is generally very strong
- Q1FY25 is expected to be higher than Q4FY24
- Working on a new hotel pricing product called navigator
Segmental Revenue:
- 94% YoY Growth in DaaS
- 106.1% YoY Growth in Martech
- Distribution grew at 9%
- Similar trend expected with DaaS and Martech leading the growth
Disc: Invested
Godawari Power – Any Trackers? (21-05-2024)
Good results considering that there was considerable industry chatter about weak pricing in some segments.
https://www.bseindia.com/xml-data/corpfiling/AttachLive/74f0e253-9c0d-4d56-8e09-d2b171824677.pdf
Caplin Point Laboratories (21-05-2024)
maybe or maybe not. But we have to watch on company’s results and make decision