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Posts tagged Value Pickr
Eco Recycling Limited (Ecoreco (16-05-2024)
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Q4 FY24 ππ¨π§πππ₯π₯ ππ’π π‘π₯π’π π‘ππ¬:
β Established a new e-waste recycling facility with a capacity of 18,000 metric tons in Vasa, Maharashtra.
β Achieved recognition from the Prime Minister and a central government minister for its sustainable practices.
β Successfully conducted a collection drive for individual consumers, gathering over 10,940 kg of e-waste.
β Ecoreco is confident that its commitment to compliance and best practices will position it as a preferred partner for e-waste management.
β The company is exploring opportunities in emerging markets to serve multinational corporations.
β Ecoreco believes its focus on innovation and ethical practices will lead to significant growth in the future.
β The increasing generation of e-waste, along with government policies, is expected to drive long-term demand for its services.
β The existing plantβs capacity utilization is around 60%. The company expects to reach 75-80% utilization in the coming quarter and further increase utilization with the new facility.
β The decrease in other income is due to a combination of factors, including income from investments and fair value adjustments.
β Ecoreco currently produces black mass from lithium-ion batteries and is exploring partnerships for future chemical processing.
β The company expects to see a rise in EPR revenue as the EPR portal adoption grows.
β The portal was shut down for 15 days (from 19th March to 20th of April 24), impacting revenue collection.
β Recyclers didnβt fulfill their obligations faced delays in EPR fee collection (restart on 22nd appeal to 27th appeal). These delays explain the difference in EPR fees compared to previous quarters.
β There wasnβt a significant ramp-up in tonnage (quantity of materials recycled) in Q4 because the company prioritizes higher-margin items (electronic devices) over freezers and washing machines with lower profitability (around 10%).
β They believe focusing on high-margin items offers better returns even at lower volumes.
β The company focuses on securing deals with manufacturers who agree to their profitability requirements.
β The company will continue dealing in black mass. Technology acquired from CMax allows for future potential of metal recovery, but economics of supply and demand need to align first.
β Around 10% of the business involved data destruction/recycling in the previous quarter. The company expects this to remain between 10-12% in the current quarter.
β Investors are concerned about the recent decrease in profit margin despite high EBITA (earnings before interest, taxes, depreciation, and amortization). Management attributes this to a one-off event and a focus on high-value materials with potentially lower capacity utilization.
β Capacity Utilization suggests a range of Rs 30-40 per kg for profitability calculations.
β Future revenue and capacity utilization. Management maintains a hopeful outlook for achieving 100% capacity utilization by March 2026 and suggests a range of Rs 40-50 crore for future profitability.
β The 18,000-ton capacity addition is already set up and on track for 50% utilization by March 2025 and close to 100% by March 2026.
β Management doesnβt see collection centers as an efficient way to acquire high-value materials like phones and laptops. They believe direct courier partnerships are more effective.
β Difficulty in modeling future revenue due to the focus on high-value materials with potentially lower capacity utilization.
β Emphasizes the importance of high-value materials for long-term profitability. Provides a range for future profitability calculations (Rs 30-40 per kg).
Maithan Alloys Ltd (16-05-2024)
For Example : Coβ bought shares of HAL recently. Itβs a small amount but, whatβs their thought process here, itβs a little odd
NCC: Extremely undervalued (16-05-2024)
Good numbers from NCC. Excluding one-time exceptions, the net profit for the year is at 837 crores on standalone basis and around 890-920 crores consolidated.
For FY25, we can expect an EPS close to 18-20 I guess
Greenpanel Industries Ltd. (Demerged Entity of Greenply) (16-05-2024)
I agree with that results for FY24 were really poor. All guidances given by the management at the start of FY24 blown away. Feels like the products are commodity kind of, and there is over capacity through imports, as such margins n volumes are very much lower than the estimates given.
Combining AI and Equity Market (16-05-2024)
there is another way. use concall script from screener – download and upload to google drive and then use gemini @Google Drive plugin to read that script and start context based conversation with gemini to analyse the concall and tone.
FIEM industries : auto ancillary player (16-05-2024)
β¦ rupeevest website β¦
CMS Info Systems Ltd (16-05-2024)
Iβm not comparing them per se rather trying to figure out how much of their tech solution business overlaps with the large and midcaps listed IT giants.
For eg: CMS provides ATM software solutions, from what I (being a non-tech guy) understand this includes the algo on which the software of ATM machine works now TCS also has a similar service which they provide to the international clients as of now, but can very well be done for the domestic banks/fintechs at a cost effective rate.
Like for eg this 2013 agreement with federal bank
I understand that this may be a far fetched idea but can anyone here point out if this can potentially emerge as a threat to CMSβs tech expansion?
Walchand Peoplefirst Ltd Dale Carnegie master franchisee (16-05-2024)
Walchand Peoplefirst has been successfully empaneled with Capacity Building Commission (A Government of India body) for a period of 2 years w.e.f March 12, 2024 or until further orders.
See this document on their website:
https://cbc.gov.in/sites/default/files/Empanelment_Notice.pdf
This will probably bring additional revenue for them. The tender was for training between 1000 and 50,000 people. They donβt seem to have informed BSE about this yet.