By this comment you want to imply that the company is under-reporting the revenue?
Assuming that 40% market share will be maintained every month is faulty.
By this comment you want to imply that the company is under-reporting the revenue?
Assuming that 40% market share will be maintained every month is faulty.
@tjkambow please give me solution for my problem.
Hi Vikas Ji,
Many thanks for sharing here. Just join this awesome community.
The one that caught my eye from your portfolio is RBM Infra, any specific reason for this stock in the portfolio?
I need your view on Tinna Rubber as well.
Thanks,
Amar P
Some information about CNG type IV
The global type 4-cylinder market size was valued at USD 279.31 Million in 2021 and is expected to grow at a CAGR of 7.46% during the forecast period. However, India’s type 4-cylinder market is projected to reach USD 23.11 Million by 2030 at a growth rate of 7.73%
Based on cylinder type, the global type 4-cylinder market is classified into CNG, biogas, hydrogen, and LPG. The CNG segment generated USD 131.50 million in revenue in 2021 and is expected to reach USD 240.24 million by 2030 with a CAGR of 7.11% during the forecast period, 2022-2030. The segment’s growth is attributed to Type 4 CNG Cylinders, typically around 70% weight reduced over Type 1 and 2 Steel cylinders and 5% to 35% weight reduced over Type 3 Aluminum liner-based cylinders because of the presence of lightweight HDPE liner. The Type 4 cylinders have higher Class pressure withstanding capacity when compared with Type 3 cylinders.
Global And India Type 4 Cylinders Market by Ajay Kumar Gupta, ISBN: 978-81-958304-0-4 | NPCS.
Interesting fact: Refueling: How drivers refuel can affect the life of these cylinders. Bad habits like overfilling can reduce the cylinder’s life by up to 78%, so refueling properly is important.
Note: Above info is more around vehicle CNG cylinders.
Hi… kalpesh …how you see when you start comparing the PE of india pesticides with PI industries PE. Infact dharamraj (with recent run up also) seems to be good bet in comparison to india pesticide as far as valuation comfort. Please help me what I am missing which you are seeing about India pesticides.
Holding on to shares of Sterlite Power Limited since 2 years? What should be done? Is it gonna be worth waiting?
Source PM kusum govt website https://pmkusum.mnre.gov.in/#/landing
x.com
If you don’t agree with below data, Why don’t you pull data by yourself and show everyone that this are incorrect projections ?
Shakti Pumps Q1 revenue excellent. PAT margin improved to 16.3% vs people expecting EBITDA to be 15%. From solar pumps installation data we got 16001 pumps installed in Q1. Co installed 14785 pumps as per their own investor presentation.
(x.com)
So no of pumps installed is more even QoQ. B2G is their highest revenue earner. Means q1 should be higher than q4. But it didn’t happen? Really (all doubters will run away now) Lets’ compare their 2 investor presentations only. Anyone can do this comparison from the investor presentations.
(x.com)
Difference of orderbook between 30th march and 30th june. Only 4 agencies MSEDCL, HAREDA, UP AJMER VIDYUT shows that 670 crores of orders already executed in Q1. On top of this, the export for full year in FY23 was 286 crores so 70 crores per quarter. This quarter declared is just 22 crores. And add the B2B vertical which in Q4 was 130 cr. Add all of these and you would know how much revenue was generated in Q1. Exports aur B2B ko side bhi rakh do. Just the difference of their govt orderbook executed in Q1 is 670 crores.
Bottomline. Expect q2, q3, q4 to be even more blockbusters.
For full year yahi aayega, 3000 cr revenue,
600 cr pat
300 eps available at just pe of 13 vs KSB at 74.
Noticed that Ashish Kumar Kacholia had conpletely exited Shankara and entered SGMart in the last quarter.
Notes from Investor Presentation Q1FY25
Consolidated
•PAT: ₹ 7,448 cr •ROE: 22.04% •ROA: 3.87%
Bank
•PAT: ₹ 6,250 cr •NIM: 5.02% •CASA Ratio: 43.4% Subsidiaries
•Kotak Securities:
YoY growth PAT:83%; CashADV:100%
•Kotak AMC:
YoY growth PAT: 71%; Equity AAUM: 61%
Material Financial Updates
•Profit (net of tax) on divestment of stake in Kotak General Insurance (KGI): ₹ 3,013 cr on consolidated and ₹ 2,730 cr standalone basis
•RBI’s Master Direction on Bank’s investment valuation: ₹ 3,414 cr increase in reserves (net of tax) as on 30thJune, 2024 Impact of above is included in figures / ratios computed above, as applicable
•Customer Assets:Up 20% YoY •Avg Deposits: Up 21% YoY •NNPA:0.35%
Customer reach
Bank Customers 5.1 cr
ATM 3279
Group AUM ₹636,311
Update on RBI Supervisory Action
Reserve Bank of India (“RBI”) order of 24th April 2024, directs the Bank to cease and desist:
•Onboarding new customers through the Bank’s online and mobile banking channel
•Issuing fresh Credit Cards.
The order does not impact:
•Servicing and cross-sell of products (excl. new Credit Cards) to the existing customer base through all channels
•On-boarding ofnew customersthroughother than online/mobilebanking channels
Action taken by bank
•External auditor appointed and scope of audit finalized in consultation with the Regulator
•Augmented capacity through onboarding external IT vendors to expedite
compliance
•Remedial action plan are on track
•Constant interaction and update to Regulator on progress
Business & Financial Impact
•Potential financial impact continues to be in line with the initial estimate
•Redeployment of resources to deepen existing relations, improve cross-sell
Divestment of stake in Kotak General Insurance
•Zurich has acquired 70% stake in KGI for ~₹5,560 Cr by way of fresh growth capital (~₹1,460 cr) + secondary acquisition from Bank (~₹4,100 cr)
•KGI post money valuation : ~₹7,940 cr
•KMBL’s total capital infusion in KGI: ₹875 cr
•Post this transaction, KMBL holds 30% stake in KGI and will continue to act as corporate agent of KGI for distribution of general insurance products
Consolidated Results
•Q4 FY24 PBT includes: -Interest on income tax refunds: ₹142 cr-Reversal of AIF provision ₹ 157 cr
•Q4 FY24 PAT includes tax credits: ₹200 cr
•Total one off credits in Q4 FY24 PAT: ₹ 426 cr
•Unsecured retail advances (incl. Retail Microcredit) as a % of Net Advances:
•31stMarch, 2024: 11.8%
Kotak life insurance
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