It’s always difficult to value such firms. I am looking at the current market cap of 5k crores. I. Next 7-8 years it has a good chance of being in the range of 20-25 k crore market cap
Posts tagged Value Pickr
Action construction equipment ltd (21-05-2024)
ACE declared the FY24 results today.
FY24 NP at 328 Cr vs 172Cr in FY23. EPS is Rs.27.5 Vs Rs 14.4.
Q4FY24 NP at 98 Cr vs 51.99Cr in Q4FY23.
Link: Action Construction – FY24 Results
Need to see the conference call updates from mgmt on order book. As of now, results seem to be inline, but maybe Rs.1-2 below what market was building. Company has done really well in Q4, but from VAHAN numbers we are going to see degrowth. Can mgmt assure that they do see a reliable order pipeline to compensate for reduce VAHAN numbers?
Record date of a Bonus/Dividend is on a Saturday and Ex-date is different? (21-05-2024)
I think eligible. Record date time is mandatory
Cupid Ltd – Helping the world play safe! (21-05-2024)
Bit dated but could be useful for those who think that checking management integrity is critical in investment decisions
Carysil (earlier Acrysil) – Kitchen sinks (21-05-2024)
I attended the con-call today. To me the management did not sound convincing with regards to its aspirational target of Rs. 1000 crore topline by FY25.
Key excerpts from the call,
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For softness in Indian business, the management is hoping for better macro environment to bail them out. Upcoming monsoon, abating of heatwave, govt initiatives etc. will help growth in the future. They’ve also staffed up on the B2B side (including some senior hires) to help with sales in the Indian market.
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They will continue to add distributors in the Indian market going forward as well.
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The fund raise of Rs. 150 crores will be tapped into as and when needed for growth initiatives. Nothing firmed up as of now.
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15-20% volume and value growth expected going forward. Management maintains its INR 1,000 crore topline target of FY25. However, it will come only with inorganic opportunities. Did the management ever mention this before? I don’t remember hearing this before. Without inorganic growth, the company maintains it guidance of the topline growing by 20% in FY25.
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Ebitda margins will be maintained in the range of 18-20% in FY25
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Higher other expenses in this quarter on account of, higher freight costs (1-2% additional cost), integration of United Granite (not one time in nature, all operational costs) and advertisement expenses.
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There has been no impact of the Red Sea issue on the company’s revenue. No impact expected in Q1 either.
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Receivable days have been impacted by the Red Sea issue. However it will come back to normal in the coming quarter.
Disc: Invested as a tactical 12-18 months bet. Not happy with the Q4 results or the guidance going forward. Will exit on the next bounce back (if any).
Sahil’s Portfolio (21-05-2024)
Why is everyone spamming here with these helpful messages? It just pollutes the thread. Like the post and that’s it. Or anyone has already thanked, like that Thanks message and be done with it.
Record date of a Bonus/Dividend is on a Saturday and Ex-date is different? (21-05-2024)
There are a couple of Bonuses and dividends whose ex-dates are on a Friday and the record dates are on a Saturday. With the T+1 settlement, I was of the view that record dates and ex-dates are now the same.
GM Breweries: Bonus Issue
Bonus Date: 24-05-2024
Record Date: 25-05-2024
Inox Wind: Bonus Issue:
Bonus Date: 24-05-2024
Record Date: 25-05-2024
Vedanta: Dividend
Dividend Date: 24-05-2024
Record Date: 25-05-2024
What does this mean? Can someone please help me understand? Stock was trading ex-bonus on 24th but even if I bought the stock on the 24th, I will be eligible for the bonus?
Sandeep Kamath Portfolio | Momentum Investing (21-05-2024)
Turbulence didnt last very long and we are back to a small little pre-election bull run. NO changes to the portfolio. Started this portfolio in Jan this year and while most stocks are in the green, Cochin Shipyard has already become an outlier just in 4 months. 90% up since I bought it.
Portfolio start date → Jan 23, 2024
Total returns → 21.2%
Carysil (earlier Acrysil) – Kitchen sinks (21-05-2024)
Q4 results, came on 20th, post market
https://www.bseindia.com/xml-data/corpfiling/AttachLive/b82bab44-574c-41d9-bb69-f80494c0835a.pdf
Investor presentation https://www.bseindia.com/xml-data/corpfiling/AttachLive/68e37ff9-a3c2-4f38-91a3-37def28062e3.pdf
It is a QnQ flat result and in this day of hyper expectation , YnY growth is not sufficient from the looks of it. Stock has tanked 5% as of now, today
PS – invested
Piccadily Agro Industries Ltd (21-05-2024)
How much have the prices of Indri increased after it won the award? Per bottle?
If not much. Can one believe there will be a scope for that to happen?