Thank u. So much for information

Looked this up … seems epoxy resin and epoxy adhesive have slightly different applications, but are complementary. and about Birla Babu… the old adage goes … traditional approach was to target raw material sensitive sectors get scale and cost advantage and then keep expanding… this is now extended to consumer areas also with debatable results … Birla has this knack of raising both equity and debt capital in advantageous way so long term they keep one step ahead of competitors. Kumar Babu thinks your margin my opportunity <> . this is some inside stuff I have been privy to …

Malolan

Current Portfolio at the end of 2023.

Portfolio Allocation: Equity to Debt = 60:40

1. Latest additions are JK Paper and Panama petrochemicals as they came up in my screener. Expecting JK Papers recent acquisition to help in packaging business.
2. Increased allocation to current stocks
3. Redeeming from AXIS ELSS as and when lock in completes due to poor performance in recent years

Performance

@Shashank_Sinha1 Your calculation is spot on. I understand you’re referring to this from the FY23 annual report.

Arvind Lifestyle Brands Limited reported a revenue of INR 2240 crore, accompanied by a relatively modest profit of INR 3.60 crore. Notably, this includes the prominent USPA brand (recognized as the company’s best-selling brand with the highest EBITDA) and Arrow. The constrained profitability may stem from either Arrow facing losses in the previous year or the possibility that the entirety of the company’s interest payments is channeled through this subsidiary. The same pattern of less profitability is seen in the latest quarter also.

If you have discerned the underlying reasons for this diminished profitability, could you please elucidate them?

Hi @Anubhav_Singh,
I would like to add my cent here. basically 2 can help

1. Type your company name and then ncd and open NSE link you will see all bonds of that company
   like edelweiss ncd nse and click on first link
2. In any brokers app type interested rate than some options will apear like try 10.25 , 10.50, 9.5 and like other rates

I hope that will help