@Adhiraj : I’m based out of Chandigarh and would be glad to be a part of this group.
Posts tagged Value Pickr
PG Electroplast – Potential for cooler returns? (22-05-2024)
He runs an PMS and advisory services, He wont be able to answer your query wrt particular stocks, as it will be unfair to the subscribers of those services.
PayTM (One 97 Communications Ltd) (22-05-2024)
Seems more trouble ahead
www.bseindia.com/xml-data/corpfiling/AttachLive/a077612f-e122-4fbf-96fd-c0f199ed6fdc.pdf
from above –
While we experienced financial impact in Q4 due to the above disruptions, the full financial impact will be seen in Q1 FY 2025. We expect Q1 FY 2025 revenue of ₹1,500 – ₹1,600 Cr and EBITDA before ESOP of (₹500) – (₹600) Cr. We are confident of seeing meaningful improvement starting from Q2 FY 2025, based on restarting certain paused products and achieving steady growth in operating metrics.
Our cash balance is ₹8,650 Cr as of quarter ending March 2024, as compared to ₹8,901 Cr as of quarter ending December 2023.
Disc: Invested and holding as of now.
Wockhardt – A story with twist and turn (22-05-2024)
Wockhardt planning new funding round – The company had completed a QIP of Rs 480 crore in March 2024.
Rainbow Children’s Medicare – Niche player in Hospital Industry (22-05-2024)
Another disappointing quarter by Rainbow. FY24 has been the year of headwinds, Lower seasonal illness admissions, seasonal imbalance, delayed mansoon, cyclone affect in Chennai which effected the business. Managment has given guidance of ~15-18% for topline growth. management is working on to improve its brand recall in Chennai and Bangalore in coming future these clusters will be growing near to same as the Hyderabad cluster. Balance sheet to remain robust, capex will be funded by internal accruals. Announced a capex of ~50cr.
Beta Drugs Limited (22-05-2024)
thank you for this write up. One big concern I have is with these companies that are engaged in branded formulations is that they are competing against their CDMO client who are using them to manufacture the same formulations. Wouldn’t clients prefer to have a pureplay CDMO vs a branded player?
Rategain – Fast Growing SaaS Leader (22-05-2024)
Made Offers To 12 Cos In The Past 12 Months For Acquisition, But Valuations Are Too High: Rategain
Here’s the interview of Bhanu Chopra about the Guidance, M&A and the road ahead.
Is Suzlon a turnaround story after FY16 (22-05-2024)
Another Large Order. Can’t wait for them to actually Execute these orders 
Unlike in the past where they’ve stated by when the order is to be executed, there is no mention of the timelines in this press release. No Wonder.
Action construction equipment ltd (22-05-2024)
Summary of presentation – slide 9:
- Highest ever Quarterly & Yearly Revenue and Margins in the history of the Company.
- Sustained growth trajectory : Operational revenue grew by 36% on a YoY basis and 11% on QoQ basis.
- Margin expansion : Driven by better capacity utilizations, product mix, improved price realizations along with efficient cost control measures and softening of commodity prices.
- EBIDTA expands by 520 bps, PBT expands by 453 bps, PAT increases by 387 bps on YoY basis.
- Strong Revenue growth across segments during the year:
- Cranes grew by 37.75% YoY
- Construction Equipment Segment grew by 54.82% YoY
- Material Handling segment grew by 8.6% YoY
- Agri segment grew by 12.06% YoY
- Expansion of Global footprint : 72 % YoY export sales increase
Going forward, in the first few months of FY25, muted growth is anticipated due to the general election and upcoming monsoon season. At the current juncture, 15-20% revenue growth expected for FY 25
Link: FY24 presentation
PI Industries – Superior Business Model (22-05-2024)
As per PPT – https://www.bseindia.com/xml-data/corpfiling/AttachLive/f0ce5213-df5c-4d98-a57e-6c840b6364ab.pdf
Slide 17 – targeting to achieve ~15% revenue growth with sustained improvement in profits.
On congervative if we consider 15% revenue growth with same profit margin of 22%, EPS of FY 25 is 127.6, with that EPS forward PE comes to 28. Seems cheap with PI quality.
Disc: Invested and views are biased.