The servicing of these orders will happen via The Platform. So Genus Power will not be dependent on SEBs for their receivables. Because of the Platform, the receivables cycle will infact reduce significantly, thus releasing the pressure on overall working capital cycle going forward.
Posts tagged Value Pickr
Supriya Lifescience Ltd – pure play API (23-11-2023)
I have three questions with respect to their latest concall. They are as follows:
a) Inconsistent margins: The management mentioned in the latest conference call that they are entering more regulated markets like brazil and Mexico for better mix at the same time they also said that product mix is one of the leading factors in their ebitda levels. If we remove one of expenses. How much of a seasonality is there in the margins , what role is the product mix playing and what is the sustainable margins that they aim to deliver over a long term profile?
b)The new products that they are launching and have file patents for: how long does it in general take for patents and approvals like these to get approved? How certain is the management that they will get these approvals in the first place. Also company has already started capex on this, still there is no fixed timeline on the commercialization. The management says at least three years. Can it exceed that??
c)They said that 99% of the companies in china are failing to file for regulations for brazil. Why is that? and what moat do they have over the Chinese players as far as regulatory approvals are concerned?
have been tracking this company for few quarters, would love to understand these points from someone who has deep dived!
Natco Pharma: Focusing On Complex Products (23-11-2023)
Despite reporting stellar net profits in Q1 & Q2, they chose to maintain the FY guidelines of 1000-1200 Cr. Also said Q3 will be a little weak (Q3 FY23 net profit was merely 57 Cr) with Q4 likely to be better. Cause for concern?
Hitesh portfolio (23-11-2023)
Hello Hiteshji,
Power Infrastructure seems to be picking up a lot and I have come across this company named Jyoti Structures. Its into Transmisson Line Towers / Equipment. Just wanted to check if you have any insights for the company considering there are many other players like Skipper as well in this space. Jyoti structures recently announced convertible warranty shares to a group of non-promoters and Mr. Ashish Kacholia is one of them.
Deleted post – Marine electricals @63 and Today 90+ [ 40-50days] (23-11-2023)
It was cent percent matching with the objective of the thread which is to discuss buy/sell strategy for stocks which were trading at 52 week high. Not sure what did I violate. Now have decided not to waste my time.
Deleted post – Marine electricals @63 and Today 90+ [ 40-50days] (23-11-2023)
There exist threads where only contributors can post, but 52W high/ATH thread is not that kind of a thread. I have questions in the thread, and got answers to my questions. I don’t know what happened with your posts. AFAIK, posts will get accepted if they match the thread’s topic.
Praveg Ltd: Play on Indian Tourism Industry! (23-11-2023)
It seems like you don’t understand how warrants work. They took the warrants in August when the share price was around 490-500 rupees. Then how is it at a discount?
In fact, the promoters are paying for the warrant within 3 months which is much less than 1-3 years that is the normal expiry period of the warrants. It shows that the promoters are really keen to invest in the company and also to increase their stake at the market valuations.
I understand when people raise questions about transactions that is not clearly explained by the management but to blame the management without understanding the process is not good, especially on this forum.
I am adding this link below so people can have better understanding of how warrants work-
and please remember that Warrant is a perfectly legal and normal process for raising money in Indian markets, and many big companies in the past have used this route.
Prataap Snacks Ltd – Set for a crunchy bite! (23-11-2023)
Its non other than Modhusudan Kela sir.
INOX Wind (23-11-2023)
One thing beyond my understanding is that DII stake sharply went up in Inox Wind whereas the FII and DII stake in IWEL is decreasing.
INOX Wind (23-11-2023)
Here are some notes from their last concall…
- Here Devansh Jain talks about significalt scale up next FY.
- Here Mr. Devansh Jain says that next fy should be very very profitable year, ROE/ ROCE to be at 20% & company should be net debt free in 12- 15 months.
- Here, company says that if it is going to be 10 GW market ( IN THE NEXT 18-24 MONTHS ), then we need many big players to execute this projects. And he also says that “In the peak days in past, all players used to be very profitable”
So, Inox wind is talking about next 18-24 months in concall and frankly speaking I dont think any management can give guidance beyond 2 years.
It all depends on how much of that “10 GW / year” order is given by new goverment of 2024 in the future period.
Disc: Invested, biased views