I think sales should have grown atleast 15%. On the contrary, there is a de growth. So despite margin improvement, I would categorize result as a disaster.
Posts tagged Value Pickr
Pricol limited – OEM automotive (09-11-2023)
Sep 22 had exceptional other income of 9.75 Cr. If you remove that, the numbers are not so bad.
Midhun’s Investment journey and Space to organize investment ideas (09-11-2023)
The dates mentioned here is the month of first purchase . The purchase price is the average . However I should admit that I am a victim of price anchoring bias and find it difficult to add when price runs up.
Midhun’s Investment journey and Space to organize investment ideas (09-11-2023)
Interesting article on the future of automobile manufacturing. Many component suppliers might feel the heat if giga casting becomes the industry norm.
Dishman Carbogen Amcis Ltd (09-11-2023)
If anyone can throw some lights on results!?
SRF Limited (09-11-2023)
In a recent concall, SRF announced a 275 cr investment in Capacitor grade BOPP film
Can anybody explain what is capacitor-grade BOPP film and where it is used?
Prataap Snacks Ltd – Set for a crunchy bite! (09-11-2023)
Any reasons for a stock underperformance inspite of a good Q2 and decent Fy25 guidance. Sales growth could definitely be one but as long as margins gains are sustainable and potential to improve further, it should be fine. Any thoughts ?
Sahil’s Portfolio (09-11-2023)
Hi Sahil,
Despite of a good growth visibility for Shilchar where the management has guided for 800 Cr. revenue in the next 3 years there has been rounds of promoter selling in October as well as November. The management has good execution track-record which helps to build trust but promoter selling is definitely an anti-thesis. Any rationale behind this action?
Phantom Digital Effects Limited (09-11-2023)
In the basilic concall the management has clearly mentioned the impact of hollywood strike, please listen to it.
Any strike in hollywood is having direct or indirect impact on indian vfx players.
Things are sorted out, Capacities/Resources are already their to meet the upcoming demand.
Interesting time ahead for both companies!
STRIKE OVER: SAG-AFTRA, Hollywood studios reach tentative deal to end strike
#Invested #Biased #NoRecommendation