Posts tagged Value Pickr
Sealmatic India Limited (27-06-2024)
Great point Nimit.
But, stocks markets are all about “Triumph of the Optimists”, and in a bull market optimists do better than mere Triumph. Sticking to optimist managers can also be a good strategy.
Sealmatic India Limited (27-06-2024)
It is true that Mr Balwa had given the guidance of 30 % growth in revenue for FY24 and 60% for FY 25 in earlier concall.
But in latest concall he denied that kind of guidance and told that he expect minimum 20% cagr growth in revenue for next three years.
See the bright Sun: Aditya Vision (27-06-2024)
I was there on the call…
No changes, tone of the management is the same in transcript and on the call.
May be there is some grammar related editing and some language editing from Hindi to English. That’s all
Sealmatic India Limited (27-06-2024)
Agreed on all the points about the business. Clearly a high quality business they are running and Mr Balwa is no doubt extremely qualified to run it.
Just want to highlight on growth guidance bit that Mr Balwa has missed the previous guidance and then even refused to admit that they gave a wrong guidance in the latest conference call. Compare jul 2023 concall with jun 2024. The earlier projections were of 30% growth and “golden period” with 60% growth to happen in FY25 and FY26 respectively. That has shifted by a year.
The Anti-Portfolio (27-06-2024)
Hello Vikas ji,
Just going through E2E networks…3 concerns :
- Currently Trading at P/E of 115.
- Current Debt to Equity above 2.
- In last Q4 earnings conference call, CEO Mr. Tarun Dua was in a hurry to close the conference call.
Would like to know your thesis here…
Regards
Kalyani Steel – Steel Sector (27-06-2024)
Thanks for the info. Do you believe that plant will become operational anytime soon? The management has been pretty vague on this.
The SME portfolio (27-06-2024)
@Punit_T - Did you talk to them recently? Can you please share what details you were able to obtain from them regarding timing of the capex coming online? Do you know if they plan to maintain their ROCE/ROE in the 22-25% range and what is the Profit margin can we expect in the coming quarters leading upto the expansion? Thanks
Rajesh’s portfolio (27-06-2024)
This seems odd as gebetally split companies do at higher price… Key point here is 100bpercent CAGR for years ahead and transpatent mgt… Bright future ahead