Lovely post Arun. You have provided a different perspective to those who wants to maximize the monthly investments.

Yeah , the goal is definitely to keep increasing the corpus and the target is unknown.

What I am currently doing is I have set some target corpus for short term period( say I want to have a corpus of XX cr by 2030). On that basis, I calculated how much I need to invest monthly based on my target return. At the end if I have more savings after all the expenses and investments , then I will deploy the excess to investments. Before this, I am worrying about any expenses I made. Now this approach is giving me some peace.

On a separate topic , I have another question with regards to how to take positions in a particular stock after deciding to buy. If members don’t have any objection, then I will post my question here. Or if there is any related thread, please share the link. I will post there and request you guys to share your strategy.

Next Business No.4 -Pyramid Technoplast

“Delevraging Balancesheet with Incremental Capex & Order Books to Boost Earnings”

Company Produce Industrial Packaging & Specialized in the Molding of Polymer Based Products such as Polymer Drums, Industrial Bulk Container, MS Drums.

Company Current Have 7 Mfg. Plants where 7th one is recently commissioned in FY23 now just at 30% Utilization level

Company Plant No 8,9 constructions begin which will be fully utilized by FY26 at Cost of Rs 40Cr -Rs 50Cr and Asset Turn over will be 5X

At Current Capacity Company is Doing Rs 480Cr Sales once capacity Comes Live it Earnings Might Jump By 50% as Demand for Handling Specialty chemical likely to Increase.

Company has 40% Market share in IBC, which is value added Product of the Company

Company Became Debt Free and Order Books Increasing Steadily

Company Currently at 75% Capacity Utilization and Management Projected Topline Growth in Few Years 20%-25%

Dis : No Buy/Sell Rico* Only Learning

Carysil

Carysil Nearly after 2 years of Consolidation and 50% Correction stock has Shot up 100% up from the Bottom What Happened?

Company was Badly Impacted because Export Contributes 75% of the Business from Europe, UK and USA region i.e Political Issue and Holding 200000 Capacity expansion of Quartz Sink

Company has Given Guideline of 1000 Cr Revenue BY FY25 But I am Expecting It May Touch in FY26, Since I have been tracking managements Con Call they have been Always over estimating and Delivering Lower

Sink Capacity Doubled That is from 90K To 180K and Quartz Sink Capacity At 10L P.a

Company Fully Utilized existing Capacity expansion, So Company Acquired 60000 Sq.Mt for Future expansion

Acquisition & Cross Selling has always been in Company Favor through Earlier decision like 100% Stake in Homestyle ,Tickford,Tap Factory in Europe ,Uk Resulting in Growth of the Company gradually

Expanding to New Geography from Existing 55+ To 70 in Next 3 Years, As 75% of the Business Comes from Export, so going forward it will help in Top Line

Quartz Sink Contributing 46% of the Business and Currently At 60% Utilization and Guiding for 80% End of FY24 on new Customer Acquisition As Quartz sink in demand in India likely to go up due to luxury lifestyle and Real Estate Performing Well now and Expecting Rs 200 Cr Sales From Domestic Region From Current 100-120 Cr Sales

Company Done Recently Acquisition of Granite LLC as its one the fastest Growing Segment in Home Improvement Space Across the Region and this will Result in 120-130 Cr Top line at 90% Capacity Utilization

Company is Sable to Grow Market share from Competitor due to Quality and Cost of the Product in Europe

Stainless Sink Supply to IKEA Will commence from Q4FY24 Which been Already delay so we need to check on these too.

Company Distribution Network Jump From 1500+ to 3200 Pan India

Hello Folks,

I being from a steel background(mainly stainless steel) as of now the demand of stainless steel is a little lower than what it was 6-8 months back and the demand for scrap is also subdued.
Recently there has been a major drop in Pure Nickel Prices. So I though i should write about this in the thread not a lot has been mentioned about this on how Raw Material could really impact Jindal Stainless.
Now the stainless steel scrap is being sold lower than the its value as per Nickel’s Current prices.(this talks a lot about the demand)

I have attached a picture of Nickel Prices below as it is trading at 52 week low. For all those invested and interested in Jindal Stainless please note that this could result in margin erosion

1. There is a lot of material coming from China at cheaper prices.
2. The base raw material has dropped drastically.

Not Invested.
Views are welcome.

I think there still is a long way to go in terms of fundamentals as well as price.