https://x.com/GsinghGursharan/status/1695308986256699699?s=20
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Posts tagged Value Pickr
Petronet LNG Limited – Green India with Clean Fuel (07-11-2023)
details of the 20K crores project
RACL Geartech Limited (07-11-2023)
What does Kavad yatra has to do with the business? Pardon my ignorance.
Investing Basics – Feel free to ask the most basic questions (07-11-2023)
Hi,
Sorry for the inconvenience. i wanted to understand as per which document were you trying to verify the CFF?
- there are no subsidiary financial statements available.
- FY2023 AR was filed in september when Cooperate announcement came in october.
Valuepickr Amdavad (07-11-2023)
This topic is locked since 5 years now.
Seeing other cities topics, I was wondering whether any meet ever happened in Amdavad.
Is there anyone active in the forum who organised any such in the past?
Admin is free to delete the group if the previous one is possible to unblock.
Please don’t share any contact details here.
VP Group Navi Mumbai (07-11-2023)
Yes i am interested as i am residing in Navi Mumbai
VP Group Navi Mumbai (07-11-2023)
Your concern is noted. As of now, there’s no WhatsApp group. However in the future if there’s one it will not be named after this forum
Indo Count Industries ~ Global Home Textiles Bedding Segment Leader (07-11-2023)
Indo count Q2FY24.
ICIL announced superb Q2 results with revenue growth of 22% to reach its highest ever revenue of 1033Cr and EBITDA growth of 58%. EBITDA margins at 18%(incl other income) for Q2.
Overall management commentary was bullish for the H2 with increasing volumes guidance…
Q2FY24:
Volume growth of 40% in Q2 to reach 28.7million meters.
Volume guidance of 90-100 million meters for the year (revised upwards from earlier 80-90mm).
EBITDA margins will be maintained at 16-18% for the year.
US retail customers restocking continued from Q1 and better traction is continuing.
FTA agreement existing+ongoing, China+1 strategy by global players driving growth.
Adding new customers, brands and new geographies.
- ve on domestic market demand: two brands , “Boutique living” for aspirational customers and ”Layers” for the middle class.
Target to take domestic revenue to 10% of topline in next few years from 2.5% in Fy23.
70% of current business is from US…Going ahead US will be 60% and rest will be 40%
Employee salary will be at 300 Cr for the full year.
Cotton prices in India have stabilized.
Commissioned new spinning and fashion bedding unit.
1100 cr investment in capacity during the last 2 years. current capacity utilization is 65% on yearly basis.
Further investment on value added products, fashion, utility and institutional bedding. ( last yr contribution was 19% and target to reach 30% of revenue).
Discl: Invested.
Rahul Kumar’s Portfolio Review: Stock Market Investment Journey (07-11-2023)
Thank you for your review.
Indeed, in Rajesh Export, the operating profit margin (OPM) stands at a meager ~1%.
Reasons for My Trade (! Investment)
- I decided to invest in Rajesh Export based on its attractive valuation and the upcoming festive season.
- Although there has been a slight increase in public holding recently, the overall public ownership remains relatively low.
3. I believe that the potential downside may be constrained. - as you already mentioned Largest refinery of the world in Switzerland
Exit Plan: I’m currently awaiting the September quarter results, and my decision to continue or exit will be contingent upon the outcome of these results.
Hindustan Foods (07-11-2023)
Positive OCF is important than Positive FCF. If they are investing OCF with a return higher than WACC, it’s always good which means they are adding value. If they can’t generate return higher than WACC, then value is destroyed and in that case instead of investing, they should instead pay back that money in terms of dividend etc.