How are they comparable/different from Titan?
Posts tagged Value Pickr
Geekay Wires Ltd (29-10-2023)
Geekay Wires Q2 Results Review:
Good Set 
Revenue Growth lag YoY only 4%, while QoQ of 11.5%, Much of the growth comes from domestic verticle & Other Income
EBITDA Margin expanded to 8% from 4% YoY (Lower QoQ)
PAT Growth of 3x (more than 200%) YoY n 18.6% QoQ
PE back to around 10-11 times 
Worrying things:
- Sales growth is flat around 100-110 Cr in last 4 years
- OPM margin expanded a lot, need to track it sustainability
- From next quarter, high base Revenue & PAT would start
- Foreign Revenue can lag growing forward seeing macro headwinds
Geekay Wires Ltd (29-10-2023)
What I beleive is!!
Technically it has run up a lot in last one year… but fundamentals are improving every quarter… Q2 Result was again good… it can resume upward journey again if any downside come
Geekay Wires Ltd (29-10-2023)
Disclosure: Invested & can be biased
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (29-10-2023)
Found this interesting article, if it is feasible, it will be game changing in hydrogen space.
Sai Silks (Kalamandir) – only listed player in the organized saree market (29-10-2023)
The Company has launched 2 (Two) new stores (i.e., Varamahalakshmi Silks format) at Coimbatore, Tamilnadu on 15th October 2023 & 16th October 2023.
Now Total Stores count 56.
Sai Silks (Kalamandir) – only listed player in the organized saree market (29-10-2023)
The Company has launched 2 (Two) new stores (i.e., Varamahalakshmi Silks format) at Coimbatore, Tamilnadu on 15th October 2023 & 16th October 2023.
Now Total Stores count 56.
Piramal Pharma Limited (29-10-2023)
Good Result
Q2 FY2024.pdf (1.5 MB)
IDFC First Bank Limited (29-10-2023)
ROE of IDFC F Bank increase has no link with IDFC Ltd’s merger. Since IDFC’s entity shall get extinguished, it’s ROE angle doesn’t impact that of bank.
My hypothesis is : ROE of the bank shall improve going forward basis the following:
- Operational leverage kicking (26% of branches opened in last 18 months)
- Focus on Guidance of FY’25’s Cost to Income ratio target
- Run down on high cost long term borrowing
- Growing Credit Card & Wealth Management business.