Its a good development for GLS. Management was talking about 3-4 CDMO deals since last 2-3 quarters and its good to see they are getting the traction now. CDMO revenue is very small (7-8%) currently but they plan to take it to around 15% in next 3-4 years. In last quarter they said they plan to do more with new management than what they are doing currently. We should get more updates on the ownership change during the Q3FY24 concall on 24th Jan.
Posts tagged Value Pickr
MapMyIndia – The Map Company (19-01-2024)
Big Win: Hyundai and Kia.
Disc: Invested
MapMyIndia – The Map Company (19-01-2024)
Big Win: Hyundai and Kia.
Disc: Invested
Deep Value – RPSG Ventures (19-01-2024)
There is already an existing thread on RPSG ventures.
Deep Value – RPSG Ventures (19-01-2024)
There is already an existing thread on RPSG ventures.
Deep Value – RPSG Ventures (19-01-2024)
There’s a 3k crore debt that you’re missing. Also, the holding company discount is pretty common in such cases, & a lot of these are private businesses, whose valuations might not be accurate.
That being said, the promoter participation in the QIP does give some confidence…
Deep Value – RPSG Ventures (19-01-2024)
There’s a 3k crore debt that you’re missing. Also, the holding company discount is pretty common in such cases, & a lot of these are private businesses, whose valuations might not be accurate.
That being said, the promoter participation in the QIP does give some confidence…
Avantel (19-01-2024)
Very Good Numbers by Avantel for Q3 FY24.
Revenue:
59.1 crores vs 38.67 (YoY) and vs 54.19 (QoQ)
Net Profit:
16.97 crores vs 7.54 (YoY and vs 16.70 (QoQ)
Link to the results: https://www.bseindia.com/xml-data/corpfiling/AttachLive/c8d96457-4f7d-41b7-93e3-ad95a3e67fea.pdf
Avantel (19-01-2024)
Very Good Numbers by Avantel for Q3 FY24.
Revenue:
59.1 crores vs 38.67 (YoY) and vs 54.19 (QoQ)
Net Profit:
16.97 crores vs 7.54 (YoY and vs 16.70 (QoQ)
Link to the results: https://www.bseindia.com/xml-data/corpfiling/AttachLive/c8d96457-4f7d-41b7-93e3-ad95a3e67fea.pdf
Avantel (19-01-2024)
“We are pleased to inform that, the Company has received a Supply Order worth of
Rs.5.30 Crores vide mail dated January 18, 2024, from Naval Headquarters, Ministry of Defence. “