Management gave Guidance of 12,000 metric tons in FY25 and 25,000 metric tons in FY26
In FY24, they said they will do about 4,000 metric tons. 9MFY24 Volume – 3,000 metric ton was achieved.
Posts tagged Value Pickr
Force Motors – racing ahead! (15-03-2024)
Seems price hike coming upto 4% from 1.04.2024
Common Man’s Portfolio (15-03-2024)
Portfolio Update.
Went into buying spree in Recent Fall ,will post % wise allocation later.
Sold Gufic
Sold Tata Tech
Partially sold CIE
Reduced Shivalik Bimetal
Buys
Increased Stake in Prevest DenPro
Railway sector
Fresh Entry in Frontier Springs supplier all railway factories +Jupiter Wagons + Titagarh so it’s ancillary to play Multiple companies
Titagarh Rail covering Vande Bharat + LHB Coaches + Goods Wagons + Wagon Wheels
(after Ukraine War Govt is trying to built capacity in country. Because of VB wheels could not be sent Ukraine New VB were delayed)
Dynacons Systems & Solutions Ltd simple business and profit making
Shivalik Rasayan their Ag Chemical Plant has just started revenue shall kick in this quarter onwards
Ganesh Benzoplast they issued shares to Investors close to CMP and after 2 Years chunk of growth will come from Cryogenic storage . They have contract in place for long term business
Hemant Surgical Contract Manufacturing in Medical domain. again simple business.
Increased stake in CEINsystech
Took tracking position in Intellect Design Arena
Took tracking position in IMFA
Purchased PECOS Pubs
Tracking position in Manorama Industries
Purchased NESCO
Satia Industries – Journey towards Cyclical to Shallow Cyclical? (15-03-2024)
In q3 concall management informed that they are on 96% utilisation and it will take 3 years to build new capacity. If new education policy comes how they will able to cater that?
Anybody has any thoughts?
Rajesh’s portfolio (15-03-2024)
I am fully invested took new entry two lots in Presstonic, will assess after April result as expecting all SMEs to deliver min 50% earning growth
Rajesh’s portfolio (15-03-2024)
Sir anything you have added in this fall?
Deepak Fertilizers and Petrochemicals (15-03-2024)
@manhar Isnt valuation now more lucrative as per your analysis?
Easy Trip Planners (Easemytrip) – An outlier in OTA (15-03-2024)
They want to improve the cash flows of corporate clients but what about easemytrip cash flows? FY23 has -ve cash from operations, this kind of initiatives will boost the receivables.
Management moves are seems to be risky
Carysil (earlier Acrysil) – Kitchen sinks (15-03-2024)
Carysil planning to raise funds through QIP//preferential issue
Sanghi Industries – Turning dreams into concrete reality (15-03-2024)
Any view on the company as open offer was at 120 and stock is currently available at sub 90 levels