Navneet’s share has increased 10% in last 2 days when market is down 2-3%. Is there any news on NEP or its pre-result rally?
Posts tagged Value Pickr
Kamat Hotels (India) Ltd- A Possible Turnaround Story! (08-05-2024)
It was a bit disappointing that the management didn’t take the one off costs ( finance restructuring / statutory payments etc) in their calculations while giving the confident 100 Cr EBITDA guidance in the last concall held in Feb 2024.
This episode raises concerns on their guidance of 400Cr/140cr ebitda target for FY25. There will be one off costs in FY25 too considering the plans to add ~600 keys / ramp up of new properties, so will have to wait & watch.
While upfront investments in manpower/opex for upcoming properties is understandable, calling out the total one off expenses in Fy24 might have been prudent in their investor communication so investors have an idea of the normalized EBITDA.
Waiting for the transcript to come out.
Disc: Invested and biased.
Generative AI- Boon or Bane for Indian IT Companies? (08-05-2024)
Thanks for sharing this. Spot on.
Manappuram Finance (08-05-2024)
How about the shareholder category discount for Manappuram shareholders? Do we come to know this only during RHP submission?
Kamat Hotels (India) Ltd- A Possible Turnaround Story! (08-05-2024)
As per the Q3 concall, Vishal Kamat ji was quite confident of achieving INR 100 crores of EBITDA, but there’s a miss by 10%.
Although, on the other hand they also said that the debt will remain at the same rates till June or July but they’ve managed to bring it down to lower rater.
Fredun Pharmaceuticals – A good microcap with great potential? (08-05-2024)
Any idea why the EBITDA margins are down and why is the interest going up every quarter ? Is it a cyclical business because there is no stable margin guidance on this one.
NCC: Extremely undervalued (08-05-2024)
Why does the street value NCC the way it does? I think the other two EPC players undertake more complex projects but have far lower margins. The number of retail investors is over 4lakh as per screener for NCC. Is Mr Basant Maheshwari correct in saying that the higher the number of retailer into a stock , the more it looses it’s momentum.
Megatherm – Mega Opportunity (08-05-2024)
With CO2 emissions going up… what is the alternative to steel production without coal? Is induction the only option?
ValuePickr- UAE (Dubai) (08-05-2024)
Hi,
It’s a great initiative. I am also based in UAE, would be really interested to be part of discussion. Please count me in.