To know relative valuation, whom should we compare carysil with? Are Tiles / senitaryware right comparision or anything else? Thanks.

======Aug 2024 results=====

A…HINDWARE

1…Building product
Rev@489 cr
Ebit@26cr
Ebit margin@5.4%

2…Bathware
Rev@326cr
Ebitda@42cr
Opm@12.7%
Pbt@10.4cr

3…plastic pipe
Rev@163cr
Ebitda@10.9cr
Opm@6.7%
Pbt@-4.43cr

4…Condumer
Rev@110cr
Ebitda@3.0cr
Opm@2.7%
Pbt@-6cr

B…CERA

Revenue@547cr
Ebitda@ 92cr
Opm@17%

I have not studied cera but as per screener, cera has 10%-15% revenue from tiles and other items
So if we substract it from total revenue,
547cr-16%=460

Now, lets compare bathware segment of both

1…Hindware

Bathware
Rev@326cr
Ebitda@42cr
Opm@12.7%

2…Cera
Revenue
547cr-16%=460cr
Opm@17%

Is hindware losing its marketshare and opm to cera ??

Hello,

In the below tracker, I have started tracking important company goals for Kamat Hotels. These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.

Here’s a snapshot of what the tracker includes:

• Company Ticker: For identifying the company
• Monitorable Description: Description of the goal or metric being tracked
• Date of Announcement: When the monitorable was announced
• Deadline: Target date for achieving the monitorable
• Status: Current progress (e.g., Not Fulfilled, Pending)
• Verification Link: A link to see where I got the information about the goal.

I hope this information makes it easier to observe how well companies are progressing towards their stated goals.

Screenshot of the tracker below:

Full tracker attached below:
Tracking Company Monitorables-14.xlsx (142.0 KB)

Post Script: DM if you want me to track the monitorables for any specific company.

3824 million, NOT 386 million

No, recheck it again 386.5 million means 38.6 crores