Amara Raja is setting its own 150,000 tons battery recycle facility, which is roughly 35 to 40 per cent of its requirement. How this will impact Gravita?
Posts tagged Value Pickr
Companies with 20%+ growth guidance for next few years (29-04-2024)
Amara Raja is setting its own 150,000 tons battery recycle facility, which is roughly 35 to 40 per cent of its requirement. How this will impact Gravita?
KPIT – CASE (connected, autonomous, shared, electric) – Focused Automotive Play (29-04-2024)
What do you think about guidance being lowered to 18-22% with no margin improvements? The valuations are a bit rich for this growth.
Indraprastha Gas Limited (Special situation/Long term) (29-04-2024)
Thank you for the reply. I believe the EV policy date for Delhi is by 2030, and not 2027. However, my assumption on volumes is based on 1) IGL’s own growth forecasts for gas sales, they expect to end FY25 at 10 MMSCMD 2) Conversion of inter-state transport and possibly, other heavy vehicles (IGL talks about dumpsters) to gas 3) Chances of EV transition being slower 4) IGL expansion to other geo areas.
That’s my rationale for being a bit more sanguine about volumes. I could be wrong, of course. However, I am less convinced about price/margin pressures. I would love to get some perspective on that.
Indotech – A turnaround story? (29-04-2024)
Up over 100% in less than 3 months of opening this thread.
The SME portfolio (29-04-2024)
valuation may be cheap but in general people go with brand names and there’s too much competition…Even FMEG companies also into home appliances sector so there will always be margin pressure…
Som Distilleries and Breweries (29-04-2024)
SDBL has released the investor presentation on link here
The SME portfolio (29-04-2024)
Anyone here has looked at Greenchef Appliances. It looks cheaply valued compared to Butterfly and StoveKraft…any views will be very welcome
Disc.: invested in GreenChef
KPIT – CASE (connected, autonomous, shared, electric) – Focused Automotive Play (29-04-2024)
Another solid set of results with continuing strong guidance
Results
Investor presentation
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (29-04-2024)
Does anyone know the client list of the company? Because I couldn’t find it on their website.