Guidance intact wrt volumes and margins.
Usually bed linens does well in holidays and festive season across globe. Let’s see concall now.
Looks good.
Posts tagged Value Pickr
Indo Count Industries ~ Global Home Textiles Bedding Segment Leader (29-01-2024)
Endurance Technologies – Quality focussed Auto component manufacturer (29-01-2024)
https://www.linkedin.com/in/r-s-raja-gopal-sastry-79851914/?originalSubdomain=in
Raja Gopal Sastry has worked as CFO in ZF Commercial joined Endurance
DCX Systems Ltd (29-01-2024)
nice report by @Akshada_Deo .
are they into Railway KAVACH system also.
Macpower CNC Machines: Manufacturing a Strong Growth? (29-01-2024)
Macpower Q3FY24, another stellar quarter.
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Order book increased to 236 crore from 148 crore QoQ.
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Realization will be above 20 Lakh
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Q4 is the strongest quarter
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Strong demand for various CNC machines
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India required 30k machines today. Few companies outside India are doing more then 30k machines (single company). eg. Foxcon has 2.5 Lakh machines in China
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Entry barriers are huge. To make one machines you required 1k components.
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Resources, manpower and high level of r&d required.
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Margins can touch 17-18% going forward.
My Take
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FY25 could be some 300 Cr revenue with 15% margins. PAT could be 28 crore.
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FY26 should post 350-370 Cr revenue with 16% margins. PAT could be 37-38 Cr, as expected.
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Management is very conservative on the expansion. No intent to borrow or taking orders on the expense of margins.
Note: These are my assumptions. I could be biased. It is not a buy/sell recommendation.
https://x.com/Alazyinvestor13/status/1751928796410953756?s=20
Macpower CNC Machines: Manufacturing a Strong Growth? (29-01-2024)
(post deleted by author)
Marksans Pharma- Can it be the next Pharma Biggie? (29-01-2024)
AFAIK nothing has changed. Exchange Regulators can put any smallcap stock under surveillance. No change to fundamentals or business reported by the company. Punters may be taking it for a ride. FII/DII stake has increased from last few qtrs and Public holding has gone down.
Disc: Invested. 65% Of my PF from lower levels.
Pennar Industries Limited (29-01-2024)
ABB’s state-of-the-art technology for hot stamping
Hot Stamping
VLS Finance limited (511333) (29-01-2024)
20 percent upper circuit today !