Wrt to Revenue guidance for FY 26 is Rs 3200 cr organic and Rs 400 cr inorganic. Company reiterated that they never gave guidance of Rs 4000 crin earlier calls and they gave only Rs 3600 cr (3200+400) projection. This was the reply given by the management to a pointed question on Rs 4000 cr guidance. FYI
Posts tagged Value Pickr
Globus Spirits (17-05-2024)
How is Piccadily Agro comparable to globus ? Raw material for Piccadily is barley as they produce malts and it’s broken rice /maize/ bajra/ sorghum etc.for globus since they produce Ethanol .
Great Eastern Shipping (GE Shipping) – Possible Sleeper? (17-05-2024)
Last 10 years , Median PE is around : 10 → Current PE : 6
Last 10 years , Median PBV is around : 1.1 → Current PBV : 1.4
FY24 , other income has contributed 20-25% of PBT
I follow this co. because it is part of Nalanda capital portfolio but I don’t think this co is currently undervalued or a ’ no brainer investment’.
Having said that I hardly know anything about the business and its growth prospects, my pov might not be right
Mrs Bectors Food Specialities: Can it beat the industry? (17-05-2024)
Recently in Kuwait lulu center i have noticed entry of Bector foods products biscuits,
My observations after testing the product
- Pricing is 25% less than Britannia biscuits
- even after 25% less price the number of cookies in each packet are more number i noticed britannia cookies are selling 72g packet and bector foods are selling 83 grams packets
- Taste wise i found they are equal to good day named cookies
- LULU supermarkets are many in GCC so this will be huge options for generating revenue and improving the PAT lets see
Data Patterns (India) Limited (17-05-2024)
Apologies. I have changed the settings now. You should be able to see it in the link above.
Kopran Ltd. – Has its time finally come?! (17-05-2024)
Investor presentation-Kopran
About the Equity Job Openings category (17-05-2024)
Hi All,
I recently had to move back to my hometown due to mother’s passing and is currently looking for a remote full-time/part-time equity research analyst role. I have a total experience of 6 years with two years in equity research and two years in Investor relations. Please let me know if you have any such openings.
Regards,
Salman
Sanghvi Movers (17-05-2024)
Some macro thoughts + my very basic estimation.
- EPC dhanda will lead to further margin contraction. Stocks usually get positively re-rated when two triggers happen - margin expansion + growing volumes. Given only one trigger being hit next year, I think we can expect some consolidation after the stock settles from this knee-jerk reaction we’re seeing
- First order thinking would suggest some apathy towards the minority shareholders when management hikes the incentive to 3.5%. Second order thinking would suggest them seeing higher EPS in the future in a highly cyclical business
- A very conservative estimate shows EPS decline by 6% - I don’t think it’ll be anywhere close to that - but it helps visualize some margin of safety at current PE levels. Lower tending PE re-rating will throw this out of the window
- It’ll be interesting to see interest expenses over the quarters since the co is looking to gear up
- The stock remains a broader proxy to the infra theme. The “extrapolated” topline is also very conservative - unless something in the system breaks, we should be well beyond that
IIFL Securities Ltd (17-05-2024)
Yet another outstanding performance from IIFL Sec. It has grown in all segments: equities, MF, insurance, investment banking etc. Seems to be among the undervalued stocks stocks in the wealth management/broking sector
Anyone has any views on sustainability of these earnings?
Discl: Invested