I think this news alone would propel Praj shares on coming Monday. Feeling good that I averaged up in this correction.
Posts tagged Value Pickr
Gravita India success story (09-12-2023)
I am keeping a tab on the progress of Li-Ion recycling pilot project that the company has undertaken. The success of this pilot project will be crucial and will result in a commercial establishment for the same as it is expected that scrap generation of Li-Ion batteries will start increasing in the coming 4-5 years as the EV industry starts maturing.
Interesting times ahead for the company.
I am currently invested in the company and may add more going forward.
Shankara Build Pro – Building Materials Organised Retail (09-12-2023)
if you go through the investor presentation 90% of revenue is from steel business. As per Crisil Rating August 01,
Exposure to fluctuations in input prices:
As with any retail business, operating margin remains modest. The operating profitability has been volatile in the range of 2.9 to 3.6 percent over the last five fiscals ended fiscal 2023, mainly on account of fluctuation in steel prices. The operating margins for fiscal 2024 is expected to be sustained at around 3%. Improved contribution from the non-steel segment is expected to support the margins, going forward.
If you see the concall summary posted by @ranvir
Smallcap momentum portfolio (09-12-2023)
SD is calculated for daily price changes and is done for look back periods of 1 year and 6 months.
Smallcap momentum portfolio (09-12-2023)
Not sure how to share my Google sheet. Will check and share.
Smallcap momentum portfolio (09-12-2023)
Hello again
How do you calculate SD. Is it for 3 months or 6 months? Is it weekly data or daily data?
Praveen
Smallcap momentum portfolio (09-12-2023)
Thank you, awaiting your Google sheet also for study of methodology.
IRFC – A Zero NPA NBFC (09-12-2023)
Can we get the relevant and current fy figures mentioned in the case study?
Shankara Build Pro – Building Materials Organised Retail (09-12-2023)
I am trying to understand how margins were 6-7% in 2017-18 when they were on expansion spree and lot of new stores were not breaking even? If i see current results, i think all stores are profitable and commodity prices also cooled off but still margins are around 3% as compared to 6-7% in 2017-18. Even retail contribution has increased, now around 55% as compared to less than 50% back then. I have gone through concals and AR but couldn’t figure out why. Could be something straightforward which i am missing, please let me know.
Thanks.