Drilled down little bit into details and realised that there is an exceptional items of 209 Cr. Even after excluding this item, still Profit Before Exceptional items had a healthy jump from 180 Cr. to 319 Cr.
Great results!!!
Posts tagged Value Pickr
Sona Comstar BLW – Direct EV Play (24-10-2024)
Can anyone highlight that they have only 28% of promoters holding? Is that concerning?
Investing journey of an imperfect investor (24-10-2024)
My decision to not add something new which I took over a month back was a difficult one.
Infact I had been toying more towards the idea of booking some more profits and waiting for some correction to add which eventually happened this month.
There’s nothing more to add since my last post except the fact that I’ve added some Macpower and Windlas post the last post and have again taken Jash Engineering back to 10%.
In hindsight I shouldn’t have sold Jash but then was excited by the idea that due to stock split there might be some booking and it actually fell from 2600 odd levels to close to 2050 levels.
Have completely sold HBL Power to raise some cash, since I wasn’t planning to add into that right now.
As of now on allocation basis the portfolio has only 5 stocks with Macpower and Shilchar-65% and Windlas, Jash and Ethos contributing 35%.
Dixon Technologies (24-10-2024)
Excellent results reported by Dixon for Q2 2024
Highest ever Quarterly Revenue, PAT reported.
Q-o-Q as well as Y-o-Y PAT reported >200% jump.
Disclosure: Invested.
Piccadily Agro Industries Ltd (24-10-2024)
Winning all these awards and appreciation is good, but the proof of the pudding is in whether the whisky is selling whether the company is making money
Tube Investments Ltd ~ Diversified Engineering Company (24-10-2024)
Most listed companies of the group hold leadership position in their respective verticals and given the management’s amazing track record and conducive Govt policies, each one of them will keep generating positive cashflows for a long time to come.
Rather than locking capital in one/more companies, moving cash between them gives a better return on invested capital. I have been doing this holding TI, EID Parry, Carborundum & CG Power, with a strict cap of 50% combined value allocated in any one company.
Ongoing family feud in the group and an imminent split is the major threat facing all these companies from what otherwise an unshakable collective strength of all the member companies in the group.
Peter Lynch: Art side of stockpicking (24-10-2024)
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Demergers on the radar (24-10-2024)
It will demerge from parent co after all the process (typically takes 12-15 months). if you are eligible shares will get credited to your demat account. Then they announce the listing date and starts trading from that day. Price discovery will happen similar to IPO listing. Try to participate in any demerger to understand whole process by buying small quantity.
Just Dial: First Mover of Indian Local Search Market (24-10-2024)
Can someone update on this, was there a call for Q2’Fy25, even I can’t find it