They told they will grow 1.5 x of industry. Anybody has idea what will be the number?
Posts tagged Value Pickr
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (25-05-2024)
Back of the envelope Valuation:
Lets assume by Fy26 Mgmt. Achieve sales of 800Cr as guided. Currently the OPM is close to 30%. Lets assume the OPM 2 years forward will be 25%. Since the company is debt free & also depreciation is very low, lets assume PBT margin will be 22%. At 25% flat tax rates, PAT margin will be close to 16.5%.
So, PAT in FY26 will be close to 132Cr. Present Equity is 0.76Cr. So, earning per share will be Rs. 173.68. At 40x P/E the share price will be ~7000 rs.
So, if somebody is buying this today at 5000rs. Considering the sales guidance & margin remain intact there is potential of 18.32% CAGR return in 2 years.
Disc: Tracking quantity.
Senco Gold: Upcoming gold story! (25-05-2024)
Q4FY24 results summary
https://x.com/radireddy/status/1794328340767162732
Dodla Dairy – South India Focused Dairy Player (25-05-2024)
Few things that were a negative
- hardly any volume growth in milk business
- 23 cr inventory write down. They might have taken cover behind a good quarter to write off past losses which were not booked earlier.
- number of days of inventory went up to 45 days
Disc: invested
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (25-05-2024)
GAil inaugarates 10MW PEM (Proton Exchange Membrane) using 20 MW solar plants
producing 4.3 TPD of Hydrogen
(bseindia.com)](https://www.bseindia.com/xml-data/corpfiling/AttachLive/daca4b32-db5e-4c09-8729-e58fc48df152.pdf)
Zen technologies – A micro cap in the defense space! (25-05-2024)
If this war happens, forget Zen Tech, you can say goodbye to world economy and equity markets for half a decade.
Imagine Russian-Ukraine war commodity issues, and multiply by 100.
Everything from plastics, pharma API’s, chemicals, electronics and microprocessors etc will be disrupted.
NTPC – Thermal Power (25-05-2024)
Great Results, still to actually fire as new green projects have not started generating revenue.
Look at actual unit generation and BU’s with 4% growth.
Massively undervalued at CMP. The demerger of the NTPC green will provide rerating.
Disclosure: Invested since early last year across all family accounts. One stock where I keep adding on dips.
PSP Projects – Construction Company (25-05-2024)
In May 2024, an out-of-court settlement had been reached between the
Company and SDB on the basis constructive dialogue, discussion and
negotiations, effectively resolving all the disputes between the parties. Under
the Settlement, SDB has agreed to pay a total amount of INR 170 crore over
and above INR 1,790 crores already certified by them. With this settlement,
the total approved project value amounts to INR 1,960 crore excluding GST.
Till now, the Company had recorded revenue of INR 1,896 crore in the
accounts and now the remaining revenue of Rs.64 crore will be recorded
upon the receipt of the certificate from SDB. We expect to receive the
payments in tranches before the end of H1FY26.