The management gave guidance of INR 8000 Cr. order inflow in this FY. In Q1 it got orders worth 2170 Cr and in Q2 its 2050 Cr. That amounts to 4220 Cr worth of orders in H1. Looks like on track on this parameter.
Disc. – Invested and biased.
Posts tagged Value Pickr
Sterling & Wilson Solar Ltd. – Will the Sun Keep Shining? (14-10-2024)
Today Q2 results got published.
4fb6c951-344a-48a1-b9f8-58fed5d8ff9d.pdf (bseindia.com)
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Non current debt increased dramatically 246 to 498 crore.
Previously they said the new payments in November was supposed to by paid by indemnity payments, i guess now it is not happening. (Not sure) -
Found below note in the results
The Company’s investment in a subsidiary and loans given, along with accrued interest thereon and other receivables aggregates to � 2,811.65 crore as at 30 September 2024. These
amounts are good for recovery based on the projected cash flows expected from revenue contracts where Letlers of Intent or Memorandum of Understanding have been signed, refund of
cncashed bank guarantees. recovery of remediation costs incurred on projects and amounts recoverable under the indemnity agreement with the Promoter Selling Shareholders. Hence, no
impainnent required as at 30 September 2024.
Anyone has solid details on which subsidary is related to 2800 crore receivables? I have not heard the earnings call from 2022 or 23 so maybe they explained in the past.
Max India – Demerger, Will sum of parts be greater than single entity (14-10-2024)
This merger of Max Life with max Financial was tried many years back. Think the issue is the past of Max Financial that was a road block. Max Financial has telecom business earlier and there are some liabilities on that side, that prevent its merger (objected by IRDA) with Max life. That path is not available per my understanding.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (14-10-2024)
Augmenta value trust generally invested in the Microcap and Small cap kind of the companies!!
Important Sugar and Ethanol thesis will be work out.
Easy Trip Planners (Easemytrip) – An outlier in OTA (14-10-2024)
Find out who is owner of few of the companies emt invested.
You will start finding the answers
B C C Fuba India Ltd: PCB Manufacturing Nanocap (14-10-2024)
Apologies for the delayed response, @HarshVijay. I’ve stopped tracking this company as I’ve shifted to other opportunities. If you’re invested, you might want to look into a newly listed company called Sahasra Electronics. About 87% of their revenue comes from PCB assembly, and 78% of that is exported to the USA. They also have a very high net profit margin. I’ve only glanced at it, so I haven’t done a deep dive, but it could be worth exploring further if you’re interested in this industry.
Varun beverages fast growth duopoly business (14-10-2024)
Comparing turkey with India is not the right way in my opinion. Turkey is a developed country and there is a long runway in India. We need to compare consumer company valuations in India. Companies like Dabur, HUL,Britannia,Nestle are commanding huge multiples with hardly any growth vs VBL which is growing double digit every year. Management is consistently increasing TAM size by exploring markets outside India. Yes, 75-85 PE is high hence the stock is moving sideways but if growth visibility is there, it is not going to come down in a hurry imho.
Vadilal Ice Cream (14-10-2024)
Pe re rating possible if pramoter issue resolved, business good new advertising hoardings show many sites,
