There Will Be Hit Of ₹15 Cr On The P&L In Q4 Due to Order Against Adv Supp Tech: Advanced Enzymes
Posts tagged Value Pickr
Bull therapy 101-thread for technical analysis with the fundamentals (12-03-2024)
Super! very well articulated.
Bull therapy 101-thread for technical analysis with the fundamentals (12-03-2024)
Super! very well articulated.
Linde India Ltd. – A Case Study by a Newbie! (12-03-2024)
According to the best of my knowledge – please correct me if I am wrong.
Whenever the parent company Linde PLC talks about investment in India for Green hydrogen / PEM electrolyser, they are not going to do these investment through linde India.
They may do the investment through their Unlisted entity named Linde Engineering pvt limited. They have also mentioned this in the article above – very clearly and cleverly.that the investment would be done through their project engineering team.
Unfortunately , the market gets an wrong impression that linde India is a green hydrogen stock.
But in reality linde India has nothing to do with green hydrogen/ electrolyser.
Yes , Linde india may be a good stock (not sure if the valuation is justified though) because they are the market leader in all kinds of industrial Gases required by various Indian industries ( which includes Hydrogen gas) for different chemical metallurgical process and oxygen gas required by hospital and health care industry. Yes , it was a life saver during covid days.
Hydrogen currently linde India produces could be a Grey hydrogen industrial grade in small scale as per industry requirement.
By the way , we should not blindly trust MNC company in India , as most of them have a tendency of diverting all new / profitable business through unlisted entity – thanks to our Govt policy – which they take advantage of.
The link for Linde engineering pvt limited is given below
Linde India Ltd. – A Case Study by a Newbie! (12-03-2024)
According to the best of my knowledge – please correct me if I am wrong.
Whenever the parent company Linde PLC talks about investment in India for Green hydrogen / PEM electrolyser, they are not going to do these investment through linde India.
They may do the investment through their Unlisted entity named Linde Engineering pvt limited. They have also mentioned this in the article above – very clearly and cleverly.that the investment would be done through their project engineering team.
Unfortunately , the market gets an wrong impression that linde India is a green hydrogen stock.
But in reality linde India has nothing to do with green hydrogen/ electrolyser.
Yes , Linde india may be a good stock (not sure if the valuation is justified though) because they are the market leader in all kinds of industrial Gases required by various Indian industries ( which includes Hydrogen gas) for different chemical metallurgical process and oxygen gas required by hospital and health care industry. Yes , it was a life saver during covid days.
Hydrogen currently linde India produces could be a Grey hydrogen industrial grade in small scale as per industry requirement.
By the way , we should not blindly trust MNC company in India , as most of them have a tendency of diverting all new / profitable business through unlisted entity – thanks to our Govt policy – which they take advantage of.
The link for Linde engineering pvt limited is given below
Beta Drugs Limited (12-03-2024)
There are Multiple things they are doing right.
- Choosing the right drug
- Backward integration into 70% API’s of their Formulations
- To some extent R&D
- Focus on NDDS
- Rightly said Hospital network and their sales team / MRs
Beta Drugs Limited (12-03-2024)
Secondly a bit concerning is how much remuneration the directors are getting paid. In 2022 and 2023 the two directors Varun and Vinod batra have taken salaries of 1.7Cr and 2.4Cr respectively which amounts to close to 7% of the NPM. Doesn’t this seem a little too high?
Elecon Engineering Limited (12-03-2024)
Is there any particular reason by the share price is down approx. 25% from high, apart from general correction in mid/small cap stocks? EPS growth has been consistent and mgmt guidance for FY 2030 of 10k crore sales at 30% CAGR contradict the price movement. I could not notice any major fundamental change – am I missing smth here?
Beta Drugs Limited (12-03-2024)
Just looking at the metrics interms of ROCE (>25% over 7 years), NPM (10-12% over 7 years) and operating margins reaching 18-19%. It seems like there is something special that BDL is doing as these numbers are being sustained over a 7 year period are very above average. It seems to be very difficult to identify the moat in BDL. Is it purely the sales team’s expertise? or is it the distribution network with multipe hospitals thats creating a very sticky business for BDL?
Whatever BDL is doing is different from the pack.
Any thoughts?