It is very much possible to get spare tubing capacity outside
Posts tagged Value Pickr
Hariom Pipes Ltd: A Capex Play! (28-04-2024)
I have a question, did anyone notice in Mar’23 results the cash conversation cycle and trade receivables increased heavily. Any idea why ?
With increasing loan and negative CFO does not look good unless their capex plays as per expectations
JTL Industries – Fast Grower at an inflexion point (28-04-2024)
Hi thats not possible…beacuse of increasing tubing demand at times the manufacturing gets outsourced to spare capacities outside
Sanghi Industries – Turning dreams into concrete reality (28-04-2024)
the above youtube video is old news, already factored in the price.
Sanghi Industries – Turning dreams into concrete reality (28-04-2024)
(post deleted by author)
Protean EGov Technologies Ltd – A Play on the ONDC, Digital Policies (28-04-2024)
From Feb Concall:
Mr. Sudeep Bhatia: So, that is what I had covered in my response to the previous question as well. So,
effectively, the employee cost has grown up by about INR 15 crores. And some of that is the natural
increase and based on the natural progression, because there is a 29 percent growth that you are
seeing in the revenues. So, some of that investment has gone into the business development and
ramping up some of the customer facing and operations kind of workforce. But at the same time, as
we mentioned, the company is growing from three business verticals to seven business verticals. And
these four business verticals, which are in the initial phases, do require some investment. And the
investment is going to be in the form of people and talent who will create these technologies and that
will sell in the marketplace. And second aspect is making sure that some of these products are readyfor demo when we go to the clients. So, effectively, these investments have resulted in this growth in
the employment cost. As we move forward from here. I mean, there are no significant plans to sort of
grow the employee base in the same proportion. So, you can expect almost sort of similar levels
plus/minus the economic changes.
Cigniti Technologies – Global Leader in Software Testing (28-04-2024)
Considering the super aggressive target management set during 2015-16, the result was bad. Revenue CAGR was not even 20% (the target was 50%) and no increase in margins. Still wondering what the management was thinking while publically announcing such numbers.
Forgetting the past, for now, not being able to find any particular moat for the company, might be wrong though. Let’s see how they fares especially with the new trends of AI that can significantly affect the testing landscape.