But I find it difficult to value a company like this - because order flows and execution in such industry is not monitorable and neither does the company interact to give any guidance…what is your medium term target for this company ?
Posts tagged Value Pickr
Rajesh’s portfolio (29-07-2024)
@Rajesh_Singh : Sir kuch post karo … any update / thoughts … something …
Waaree Renewables – old Sangam Advisors – can it keep on renewing? (29-07-2024)
Even though budget has the tailwinds for the sector, management was gung ho about the sector and see orders till 2030 or so, any idea why the stock is correcting left and right? does street expect one more soft quarter?
Aarti Pharma Labs (29-07-2024)
Are you calculating based on sales or volume guidance? If you notice margins have been increasing quarter to quarter. Ultimately this operating leverage with result in an increased PAT and EPS which will change the PEG ratio calculation.
Aarti Pharma Labs (29-07-2024)
Following reply by @basumallick on similar question may help.
PayTM (One 97 Communications Ltd) (29-07-2024)
Need some clarification . In 4th quarter is it mentioned in Presentation that this is first year of EBDTIA profitability since IPO excluding ESOP and Margin. Are they really profitable (may be EBDTIA only ) ? does the ESOP and Margin costing so high that it going negative on overall profit ? I checked PAT for all qtrs they shows negative.
Equitas Small Finance Bank: A Profitable lender to small businesses (29-07-2024)
GNPA limit is 3%, not 2%
Equitas Small Finance Bank: A Profitable lender to small businesses (29-07-2024)
For au mostly they would get license
But ujjivan still behind as there majority of book is still unsecured
Aarti Pharma Labs (29-07-2024)
Since it’s my second post on ValuePickr apologies if I get anything wrong
I’m a newbie in this sector but after going through various yt videos and articles I’ve gained a good knowledge about this Sector( Not in detail Just the basics). So after understanding the sector I looked for good companies at reasonable prices and then I found Aarti Pharma Labs. Gone through their concall and Investor Presentation and gained a lot of information about their business. All things are good as well as the financials. But the thing that is concerning me is the valuation. The Current PE is around 24x(less than the industry average) and they are expecting a growth rate of 15% in the coming 3 years, based on that if we calculate their PEG ratio it’s coming to 1.66 which is then overvalued. I am confused how to value the business? Kindly Guide about the valuations and also the sector, if there are tailwinds or not