Repco came out with decent results and growth guidance of around 15-20% disbursement and more than 20% profits for Fy 25. Charts remain the same with the stock price having retested the breakout zone of 480 during recent market turmoil and moving up post results. Valuationwise on conventional parameters it remains cheap. The main trigger in these kind of companies can be emergence of strong growth in numbers. As of now growth is tepid, though there is promise of higher growth in next few years. For those interested in fundamentals of company, concall provides details.
Posts tagged Value Pickr
Data Patterns (India) Limited (17-05-2024)
However, this presentation is more than a year old & it hasn’t been updated.
Data Patterns (India) Limited (17-05-2024)
However, this presentation is more than a year old & it hasn’t been updated.
Hitesh portfolio (17-05-2024)
In response to the negative divergence in Nifty and some other indices we have had a corrective market. But in the backdrop of election outcome nervousness, some amount of volatility is always expected in the markets.
I would not read too much into these divergence observations as long as key levels are held during corrections. I feel this is the best time to watch out for companies declaring better than expected results and encouraging commentary and make a list of such companies and levels at which to buy these companies. During bouts of intense volatility, this list can come handy. (don’t ask me for my list. )
@jp_sharma I don’t track the renewable space. Big miss for me.
Hitesh portfolio (17-05-2024)
In response to the negative divergence in Nifty and some other indices we have had a corrective market. But in the backdrop of election outcome nervousness, some amount of volatility is always expected in the markets.
I would not read too much into these divergence observations as long as key levels are held during corrections. I feel this is the best time to watch out for companies declaring better than expected results and encouraging commentary and make a list of such companies and levels at which to buy these companies. During bouts of intense volatility, this list can come handy. (don’t ask me for my list. )
@jp_sharma I don’t track the renewable space. Big miss for me.
SWELECT ENERGY SYSTEMS LTD – some information from Annual report (17-05-2024)
There was a recent interview - where company has given number as 450 MW for FY 25 in module plants
Also for some of these orders, company will have their own EPC ( dont know how much part ) + their BOP revenue + Their IPP revenues.
So all in all FY25 looks good.
Also company has guided for new Cell manufacturing facility - followed by 2GW of module plant next year. So if things works out & goverment policies remain intact- then Swelect could well be very interesting story going forward.
Disc: Invested, added more in march corrections…
Link for interview
EQ In Exclusive Conversation With Mr.Manish - AVP - & Mr. S.Narayana - Director BE- Swelect
SWELECT ENERGY SYSTEMS LTD – some information from Annual report (17-05-2024)
There was a recent interview - where company has given number as 450 MW for FY 25 in module plants
Also for some of these orders, company will have their own EPC ( dont know how much part ) + their BOP revenue + Their IPP revenues.
So all in all FY25 looks good.
Also company has guided for new Cell manufacturing facility - followed by 2GW of module plant next year. So if things works out & goverment policies remain intact- then Swelect could well be very interesting story going forward.
Disc: Invested, added more in march corrections…
Link for interview
EQ In Exclusive Conversation With Mr.Manish - AVP - & Mr. S.Narayana - Director BE- Swelect