@Prakash_Kumar transformer and power sector will see very good business, for a considerably long term. Transformer demand supply gap is huge with international and domestic growth, supported by renewables which have picked up pace. Power overall is just close to teens growth rate, even doubling in 5 years means just 15% yearly growth, just basic growth rate. So I am not that interested in just generic power label. But few specifics like renewables, energy storage, wind EPC etc are far more interesting.
Posts tagged Value Pickr
Accelya Kale Solutions-Niche & Sticky Business (19-04-2024)
Exceptional items in consolidated financial results for quarter ended March 2024 consist of impairment of Goodwill pertaining to its subsidiary Accelya Solutions UK Limited (Cash Generating Unit – CGU), as a result of reassessment of potential of the business of the CGU, which is not a significant contributor to the earnings of the Company.
The Exceptional items in standalone financial results for quarter ended March 2024 consist of impairment of investment in its subsidiary Accelya Solutions UK Limited, as a result of reassessment of potential of the business of the subsidiary, which is not a significant contributor to the earnings of the Company
Time technoplast (19-04-2024)
@karanthharsha999 @rockabhig
It appears that These are writ petitions, related to trade unions and prevention of unfair labor laws practices act 1971.
One can check status here: https://bombayhighcourt.nic.in/party_query.php
All 4 has following status
Although I could not find,exact text of these petitions. I wouldnt read much into it, to me such issues are common to manufacturers/operations where unsatisfied employees take it to labour court/civil court. Ultimately such cases/issues are resolved amicably without any adverse impact.
It would be nice to know. If someone knows more on such petition, process and outcomes.
D-Invested ~170s
Share India Securities – will they give security to Retail (19-04-2024)
I would not worry at all about 1)
About 2, I feel management is good and has great potential, Have been accumulating at every level since 3 years.
Investing Basics – Feel free to ask the most basic questions (19-04-2024)
Jubilant Foodworks –
CMP 434
TTM EPS 3.34
P/E 130
3-year avg PE 98
Discount rate 13% (since this is giving me 16% implied growth that you mentioned)
At 13% cagr, expected price = 434*1.13^10 = 1473
If exit PE is 98 (3 yr avg as you mentioned), exit EPS must be 1473/98 ~ 15
EPS needs to grow at 16% cagr to reach 15 from 3.34 hence implied earnings growth rate is 16%.
But…
In my view, this is not wise to expect 3 year avg PE as exit PE at year10. You can look for Gordon Growth model and check the math for yourself. Basically what it says is that after 10 years, you’re expecting the company to grow at 12% forever. Even if I believe it can grow at 8-9% in perpetuity, at 13% discount rate, it does not warrant an exit PE of more than 20-25.
Once you do that, implied earnings growth is 33%
Check out Mauboussin’s base rate book to see how many companies have grown at that rate.
Reviving an old journey post retirement (19-04-2024)
Thank you for your response. My goal is 20% CAGR. With 25, i will be very happy.
Reviving an old journey post retirement (19-04-2024)
Thank you for your response. My goal is 20% CAGR. With 25, i will be very happy.
Atam Valves Ltd (AVL) (19-04-2024)
PLEASE FIND THE PERFORMANCE NOTE FOR Q4 FY 24. DOWNLOAD FROM THIS LINK.
THIS IS JUST FOR EDUCATIONAL PURPOSE.
DISCLAIMER: I AM NOT SEBI REGISTERED RESEARCH ANALYST/ ADVISOR.
Time technoplast (19-04-2024)
Dear, any information about the above case?