Dear community, any thoughts of the implications (+ or -) of the recent announcements in the budget 2024.
Posts tagged Value Pickr
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (23-07-2024)
Dear community, any thoughts of the implications (+ or -) of the recent announcements in the budget 2024.
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (23-07-2024)
Can you pls refer me to the exact place where they said to double in fy25 relative to fy24. I am not able to find that. I can only find their statement regarding 50% CAGR over next 4-5 years.
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (23-07-2024)
Can you pls refer me to the exact place where they said to double in fy25 relative to fy24. I am not able to find that. I can only find their statement regarding 50% CAGR over next 4-5 years.
E2E Networks Ltd – Listed small Cloud computing player (23-07-2024)
You’re right. I should have clarified. As shown in my numbers, my assumption is that this year’s assets give return next year. If we take the asset turn the typical defined way it will indeed be much lower as you pointed out. I calculated taking in a lag of 1 year (as shown in my rough calculations). Kind of a forward looking asset turn as I think asset turn during the time period of heavy investment will give quite low asset turn for the period as the infra is being purchase, delivered, installed and commissioned.
Thanks for pointing it out. I hope this clarifies it.
E2E Networks Ltd – Listed small Cloud computing player (23-07-2024)
You’re right. I should have clarified. As shown in my numbers, my assumption is that this year’s assets give return next year. If we take the asset turn the typical defined way it will indeed be much lower as you pointed out. I calculated taking in a lag of 1 year (as shown in my rough calculations). Kind of a forward looking asset turn as I think asset turn during the time period of heavy investment will give quite low asset turn for the period as the infra is being purchase, delivered, installed and commissioned.
Thanks for pointing it out. I hope this clarifies it.
Ultramarine & Pigments (23-07-2024)
Is the 2250 MT capacity active, the last credit report on May 2023, says the total pigment capacity is 7500 MT (6000+1500 in the subsidiary).
Ultramarine & Pigments (23-07-2024)
Is the 2250 MT capacity active, the last credit report on May 2023, says the total pigment capacity is 7500 MT (6000+1500 in the subsidiary).
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (23-07-2024)
The company previously said that they are going to double the revenue in FY25 and the revenue in FY24 was 265cr & if we break that into a quarter then it is approx 67 cr per qtr of FY24 and if we double it for FY25 Q1. It comes at 134cr per qtr …but the revenue is 90cr only.so it seems like a dip according to the promise made by the company… they are short of approx 32%-33% in revenue of Q1… i hope they will try to boost in upcoming qtrs but the company should disclose the reason to the exchange for the dip … i dont know why they dont disclose anything on regular basis 
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (23-07-2024)
The company previously said that they are going to double the revenue in FY25 and the revenue in FY24 was 265cr & if we break that into a quarter then it is approx 67 cr per qtr of FY24 and if we double it for FY25 Q1. It comes at 134cr per qtr …but the revenue is 90cr only.so it seems like a dip according to the promise made by the company… they are short of approx 32%-33% in revenue of Q1… i hope they will try to boost in upcoming qtrs but the company should disclose the reason to the exchange for the dip … i dont know why they dont disclose anything on regular basis