Hi @Donald , Thanks for putting this together, this is absolutely amazing resource for people like me to understand how we go about thinking about these fundamental building blocks of a good company. I am a fairly new here, so trying to absorb all the knowledge posted here by senior members. I just have one question, reading threads with comments across years becomes a bit difficult to follow, are we by any chance maintaining these frameworks as working documents anywhere, where they are getting updated based on the community’s feedback (if it’s include-able).
Posts tagged Value Pickr
StageInvesting +Elliot Waves (13-11-2023)
Our new technofunda picks for coming few months 
- NCC
- IndoCount (ICIL)
- KCP
4.InoxWind - SencoGold
These are not sell and buy recos. These are just new additions to our portfolio.
StageInvesting +Elliot Waves (13-11-2023)
Our new technofunda picks for coming few months
- NCC
- IndoCount (ICIL)
- KCP
4.InoxWind - SencoGold
These are not sell and buy recos. These are just new additions to our portfolio.
Nitta Gelatin India Ltd | A turnaround story (12-11-2023)
Nitta Gelatin Expansion Plans
- In the past, they talked about increasing their production of Collagen Peptide, a substance they make. They were planning to add 1000 metric tons (MT) of it.
- However, they’ve changed their plans. They looked at the project again because of things happening around the world, like worries about a global economic downturn. These concerns are affecting the demand for Collagen Peptide from customers overseas.
- After discussing it, they decided to increase their Collagen Peptide production by 550 MT per year (on top of the original 1000 MT plan). This means they’ll be making 550 MT more of this substance every year.
- To pay for this increase, they’ll use a mix of things: a Rights Issue (a way to raise money from existing shareholders), their own earnings, and a term loan (a type of loan).
- They’re also thinking about expanding their production of gelatin, another substance they make. But they’ll make a final decision once they’ve finished the plan for it.
The company is changing its plans for making Collagen Peptide, and they’re thinking about expanding another product, gelatin. They’re also figuring out how to pay for these changes.
Kellton Tech – Growing IT company (12-11-2023)
Company’s financial performance:
- In the first half of FY24 (the six months leading to September 30, 2023), they made a total revenue of Rs 4,905 million, which is 10.3% higher than the same period the previous year.
- Their EBITDA (earnings before interest, taxes, depreciation, and amortization) for this half-year was Rs 548 million, up by 6.4% compared to the previous year.
- The profit margin for this half-year was 11.2%.
- They had a net profit of Rs 319 million for this period, with a profit margin of 6.5%.
- Their earnings per share (EPS) for the first half of the fiscal year stood at Rs 3.32.
In the quarter ending on September 30, 2023:
- Their total revenue for the quarter was Rs 2,410 million, which is 5.8% higher than the same quarter last year.
- They reported an EBITDA of Rs 268 million, up 3.1% compared to the previous year’s quarter.
- The profit margin for this quarter was 11.1%.
- They had a net profit of Rs 165 million for the quarter, with a profit margin of 6.8%.
- The earnings per share (EPS) for this quarter was Rs 1.78.
They also acquired 8 new clients in this quarter and worked on various projects, including a digital success platform, a purchase order automation solution, code deletion services, and a web portal for an oil and gas client.
Furthermore, they have been recognized as one of the premier tech brands in 2023 by the Economic Times, and they expanded into the Singapore market.
Esab India (12-11-2023)
The company’s board of directors met on November 10, 2023, and they have decided to raise the fee they pay to ESAB Europe Gmbh, Switzerland. This fee is for using the ESAB brand name and technology in their business. The current fee is 3%, but starting from January 1, 2024, they will be paying 5% as the new fee. This decision is to ensure they can keep using the ESAB brand and technology.
Esab India (12-11-2023)
ESAB India is planning to expand their production for electrodes. They’re going to add a new production line to make more of them. This is because they need to meet the growing demand for electrodes in India and around the world.
Here are some details:
- Right now, they are 26,600 metric tonnes of electrodes each year which is using about 83% of their current capacity.
- Company wants to add another 6,000 metric tonnes of capacity which they plan to do this starting from April 1, 2024.
- Costs will be around around INR 15.7 crores, and they’ll use their own money to pay for it. Goal is to grow their sales grow.
Additionally, they’ve built a new research and development (R&D) building in Chennai, which cost around Rs. 30 crores, and it’s now a state-of-the-art facility.
Deep Industries (DIL) (12-11-2023)
- Order Book Growth: The company’s order book has shown resilience and continuous growth for ten consecutive quarters. It now stands at an impressive Rs. 1,195 Crores.
- EPC of Gas Processing Facility: The company has ventured into the charter hire basis for gas processing facilities, opening up a new revenue stream.
- JV with Euro Gas S.R.L: The joint venture allows the company to enter the EPC and supply of superior oil and gas field equipment.
- Dolphin Offshore Revival: Dolphin Offshore successfully executed a QIP (Qualified Institutional Placement) of Rs. 38.5 Crores, allotting 8.42 lakh shares at an issue price of Rs. 458.
- Order Book Highlights: The company secured a significant order from ONGC for charter hiring of HP compressors in Assam worth INR 108 Crores. Additionally, there’s a robust bidding pipeline, indicating potential future order book growth.
Bajaj Finance Limited (12-11-2023)
Bajaj Finance successful closure of a Qualified Institutions Placement (QIP) of equity shares.
- They have recently completed a Qualified Institutions Placement (QIP) of equity shares. This is a way for the company to raise funds by issuing shares to qualified institutional buyers.
- The QIP raised approximately ₹8,800 crore by issuing over 1.21 crore Equity Shares at an issue price of ₹7,270 per Equity Share.
- Some key highlights of this QIP:
- It is the largest QIP ever conducted by a Non-Banking Finance Company in India.
- The company received substantial participation from various entities, including sovereign wealth funds, foreign long-only funds, large domestic mutual funds, and insurance companies.
- The capital raised through this process will support the company’s growth in the coming years.
- The entire QIP process was completed within 37 days, starting from the approval by the Board on October 5, 2023, and ending with the receipt of trading approval on November 10, 2023.
AllCargo Logistics – Are good time ahead? (12-11-2023)
AllCargo Logistics mads two announcements
a. Issuance of Bonus Shares: The company’s board has approved the issuance of three bonus shares for each share held by shareholders. This decision aims to increase liquidity and allow more shareholders to participate in the company. It will also support their strategic restructuring plans. Importantly, this will utilize less than 15% of the company’s available reserves. This move follows a recent demerger of two businesses.
b. Financial Results: Apart from reporting financial results, company have been performing well in recent years, despite the recent acquisition of minority shares in Gati Express Supply Chain and Allcargo Supply Chain. The company has taken steps to reduce its debt and has exited non-core businesses. They are now focusing on an asset-light approach and digital strategy for future growth. Although there have been challenges in recent quarters due to the macroeconomic environment, the company believes that its strong balance sheet will support future growth.