Not sure why it fallen today. i feel it was decent results(excluding one off) and concall also given good insights. with volumes increasing in future and others contributing from sept 2024, revenues are bound to increase and they are also focussing on reducing debts.
what is its fair valuation anyone?

Now I realize that doing a multiples analysis is very simplistic, but I want to understand if there is any margin of safety for Netweb at these levels. Please let me know what you think about my points below:

• Nvidia has a 60% EBITDA margin (which may drop), with a 262% y-o-y increase in revenue in the quarter ended April 2024. It does not do any manufacturing work, nor does it bother with customized services/setup. It trades at ~33x TTM sales

• Netweb, by comparison, has a 14-15% EBITDA margin, which doesn’t have much scope to increase significantly, 115% y-o-y revenue growth in Q4FY24, and does manufacturing, as well as customized services/setup work. It is currently trading at ~17x TTM sales.

• Unless revenues more than double in FY25, there is no margin of safety at the current price, in my opinion

Disclosure: Not invested, but recently started tracking the stock

Disc: Invested

Our CAPEX plan is progressing well and remains on
track, with the first phase expected to be completed by
the end of Q2FY25.

We anticipate sustained demand for the coming year,
although margins may take time to fully recover. We
expect EBITDA margins to remain within the 14-17%
band for the next financial year. Our focus will be on
gaining market share and growing our business while
maintaining financial prudence and sustainability

Added REC on Friday and today. Have added funds to this to purchase. Have made it 15% of portfolio

This is before news of BSE 100 addition.

Two things that led me to take the plunge is robust loan uptake, a good cleanup of NPA.

Can anyone point out what % of its borrowings are short term and % long term. In case in second half of the year we get RBI rate cuts, how does it impact NIM.

Exited Swelect on Friday. Was a short-term play and felt overvalued based on results. Will most probably rue this but it is what it is.

Hi @Sipun_Mohanty
Firstly wonderful to see your thought process to leverage technology to solve day to day problems.

I am sure AI is going to add value to multiple such analysis for our investment community. For example, days are not far where AI can aid in chart analysis and providing insights, or there might already be options available. Say for e.g, if it can detect a bullish Bat pattern and point it when doing chart analysis, investors can get guidance and take better decisions.

You can ask for summary of the complete concall and accordingly post questions.
Say for e.g., if a particular company received new orders worth 100 crore, see if AI can take follow up questions like, what is the delivery pipeline for these orders, by which quarter, revenue will be realized etc.

But technology is a tool, lets use them effectively and at the same time lets understand the context in which the tool is providing information. Use them only to help us take the right decisions and not expecting bot to provide us the decision.