One promoter group (Ghumman) have transferred their shares to another promoter group (Sandhu). Is it bad or good news for the company and its shareholders?
Posts tagged Value Pickr
Xpro India – getting bigger? (12-08-2024)
The new capex should allow them to get into thinner films where the realisations and margins should be better. One can safely assume 3.5 X on revenue front with 5 pc kind of margin expansion on the EBITDA front ( from current levels of 40 pc )
My ballpark calculation would be – a topline of around 500 cr with EBITDA of around 225 cr from this ( Dielectric ) segment
Disc: these r just back of hand calculations I am working with, to be taken with a bucket of salt
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (12-08-2024)
Shilchar has finally hired an IR team and come up with an interesting and detailed investor presentation. Gives a holistic overview of their capabilities, new plant, business model positioning, ability to scale up quickly through internal accruals, etc.
Few key slides which are worth highlighting –
Exports have seen a sizable jump from 24% to 52% , aided by strong design & engineering capabilities and ability to deliver customized solutions at scale.
Strong presence in Middle East & America
Demand drivers
- Good mix of drivers from conventional sectors like Renewables, steel, Oil & gas, and export opportunities rising from grid infra replacement and transformer supply shortage
Business Outlook
Disc: Invested from lower levels; views are biased
SWAN ENERGY LIMITED (SEL): The company focussing on sectors with strong tailwinds (12-08-2024)
Veritas purchased recently then
PDS Limited – A platform for entrepreneurs (12-08-2024)
They have some manufacturing units because of some regulatory needs. Or else they are also not interested to set up manufacturing units.
Piccadily Agro Industries Ltd (12-08-2024)
People drink less whisky in summer. Its very hot and not the weather to drink whisky. Beer is preferred in summer.
Whisky consumption goes up in 3q and 4q.
Lupin – Is it the time to buy for long term (12-08-2024)
Hi Gautam,
can you please share the link of KIE report. Would be super helpful. thanks, Rahul
Piccadily Agro Industries Ltd (12-08-2024)
Result is disappointing. Distillery revenue is down and material cost is significantly high. Can anyone throw light why that could have happened? Seasonality or something else?
Manohar’s Portfolio (12-08-2024)
That was a tactical play. The company’s valuation at listing seems reasonable. The downside is well protected. I was intending to make quick 10-15%. Hope this helps!
Screener.in: The destination for Intelligent Screening & Reporting in India (12-08-2024)
Hello @kowshick_kk,
Is there any way to obtain Average P/B value and Average P/E value of a stock as a single metric over last 10 years.
It is visually available in the charts, median instead of average, but not available as metric. Can you suggest a workaround ?
