EPC guidance is 200-250 Cr, which will also contribute to the PAT plus this is order book as start of this year, company will get more orders eventually.
Posts tagged Value Pickr
Sanghvi Movers (16-05-2024)
I read somewhere that this 250-300 Cr capex is aligned towards crane business , as Rahul pointed out that 100 Cr addition of gross block gives an additional PAT of 7 Cr than on an 300 Cr capex the PAT gorwth is 21 Cr . This over a base of 188 Cr – FY 24 bottomline is just 11% PAT growth – (given the utilization and yield remains at current level) in upcoming FY from the core business , EPC excluded . Can someone help me understand what am I missing out ?
Great Eastern Shipping (GE Shipping) – Possible Sleeper? (16-05-2024)
ship order is all time low, and still no one is buying new assets even when crazy prices on ton mile currently. if you look at stocks like Scorpio tankers, even they are clearing debts , but no addition of new ships…as you rightly pointed 40% EPS degrowth and still stock should make decent profits plus will be zero debt shipping company…
Pricol limited – OEM automotive (16-05-2024)
New Product launched in Q4_2024
Disc: Invested and biased
Sanghvi Movers (16-05-2024)
Concall Highlights Q4FY24
- 334 Cr capex completed in FY24, added 34 cranes and 44 other equipment.
- Sold 32 cranes in FY24 and generated profit of 18 Cr.
- 31st Mar 25, fleet of 336 cranes ( 2490 Cr)
- 18th Apr 25, Order Book 426 Cr ( Cranes + EPC )
- Yield to be remain between 2-2.2% in FY25.
- 250-300 Cr capex for FY25 – should be done by Dec 24
- EPC revenue significant contribution for FY25 ( 200-250 Cr) , 10x of current
- Ebidta to go down by 2% for crane business.
- 82-85% capacity utilization.
- No forward guidance for sales.
- Order Book 300 Cr → 620 Cr ; 426 Cr → extrapolate
- Asset gets freed in 4 yrs, sell the asset in 40-50%.
- Capex will be funded 70% debt, 30% internals.
- Would like to keep cash on hand.
Mudit’s Portfolio (Stage Analysis + Relative Strength) (16-05-2024)
@sheethal27
I am sharing my mutual funds portfolio here, but many ppl will not like this as generally ppl think 3-4 mutual funds are enough and it gives enough exposure to most companies. But my list is exhaustive, covering most types of funds available with enough exposure to Active funds, Index funds, Momentum funds and even factor funds…
Active Funds :-
- Parag Parikh flexicap
- Quant Flexi cap fund
- ICICI Pru focused equity
- Nippon India Multicap fund
- SBI small cap fund
- Nippon Small Cap
Index Funds : –
- UTI nifty index fund
- UTI nifty next 50 index
- SBI nifty midcap 150 fund
- motilal oswal microcap 250 fund
Momentum/ Factor
- UTI Nifty 200 momentum 30 index
- Tata midcap 150 momentum 50
Syngene International (16-05-2024)
What’s the view regarding syngene with opaque management and no so forthcoming in guidance regarding molecules in pipeline.
Marksans Pharma- Can it be the next Pharma Biggie? (16-05-2024)
Source plz? else you can delete your post.
Screener.in: The destination for Intelligent Screening & Reporting in India (16-05-2024)
The platform “https://www.screener.in/ ” started to remain DOWN, quite frequently. Any special reason?
Lt foods (daawat) (16-05-2024)
Hello Siddharth,
If I check last 3 quarters’ OPM for KRBL and LT Foods
The same can be seen in Mar’22 to Sep’22. I am not sure if they are reflecting the same trend in quarters like you suggested sir