Barbecue Nation Q4FY23 and Q1FY24 Concall highlights (2).docx (21.1 KB)
Barbecue Nation Monitorables.xlsx (30.5 KB)
Uploading last 2 qtrs comprehensive concall highlights of Barbecue Nation and operating metrics for 10 qtrs and 5 years till FY23.
Posts tagged Value Pickr
Barbeque nation Ltd (25-10-2023)
Wonderla Holidays (25-10-2023)
Should be able to complete by June 2025?
Rajesh Exports: Time to examine this story seriously? (25-10-2023)
Not sure whats going on. fundamentally seems they are doing good. however transperancy to investor is very less so not sure whats going on.
Red Tape Ltd. – The next fashion giant? (25-10-2023)
Cost of Acquisition(% cost price of old Mirza International) 58.53% for Mirza International New and 41.47% for Red Tape
Red Tape Ltd. – The next fashion giant? (25-10-2023)
hello
can anyone let me know what is the cost of acquisition per share for redtape ,so that i can manually enter the price. for capital gain calculation purpose
Companies with 20%+ growth guidance for next few years (25-10-2023)
I have added source and other details to the companies who has provided 20%+ growth. Please feel free to comment on it. I will keep adding more companies as I came to know about their growth guidance.
| Company name | FY 23 Revenue |
Target revenue |
Time frame | Growth guidance (in %) |
Source of growth guidance |
Growth Triggers(as per company) |
|---|---|---|---|---|---|---|
| VST Tillers Tractors Ltd | 1000 cr | 3000 cr | 3 yrs | 25-30% | Q1 FY 24 concall Interview on CNBC TV-18 |
1. Export of VST-Zetor tractor(launched in Sep) 2. Supply to electric tractor companies in US 3. Launch of large utility and hp tractors(expect 10-15% rev) from it 4. Inorganic growth(potentially) |
| Gensol engineering | 366 cr | 5000 cr | 2 yr | 300+% | Q1 ET Now business interview | 1. Setting up two EV plants. Plant1 will produce 30000 car per anuum and rev will be 1500 cr. Plant 2 will have production capacity of 50000 cars per year and generate rev of 4000-5000 annual revenue in 2 years 2. 1000 cr solar EPC order book at beginning of 2023 |
| Gravita India | 2800 cr | 3-4 yrs | 25% for next 2-3 years | Q1 concall transcript | 1. 2000 cr of new revenue from the new vertical with capex of 250cr and 8X asset turnover 2. 25% rev growth from existing vertical 3. Expansion of battery recycling unit from 26,440 metric tonne per annum to 64,640 metric tonne per annum |
|
| Jyoti Resin | 261 cr | 25% growth for next 3-4 years | Q1 concall transcript | 1. 2nd leader in white glue 2. Expanding from 7-8 states to more states and increasing dealership |
||
| Map My India | 254 cr | 1000 cr | 4-5 yrs | 40% growth for next 3-4 years | Q1 concall transcript Investor day PPT |
1. SAAS rev from Telematics 2. Mappls revenue from OEM 3. Drone business 4. Inorganic growth 5. IOT led growth |
| RACL Geartech | 358 cr | 1000 cr | 4-6 years | 20-25% growth | Q1 concall transcript | 1. Export to European countires 2. Adding new products 3. Inorganic growth |
| Elecon Engineering | 1530 cr | 2000 cr | 1 yr | 30% growth | Q1 concall transcript | 1. Increase export to 500 cr 2. Govt spending on Infra |
| Action Construction Equipment | 2160 cr | 20-25% growth | Q1 concall transcript | 1. Crane -18-20% growth expected 2. Construction equipment – 45-50% growth 3. Material handling – 15-20% growth |
||
| Ugro Capital | 2 yrs | 45-50% growth | Q1 concall transcript | 1. Co origination and co lending model 2. Data tech based risk assessment |
Yes bank (25-10-2023)
again terrible results !! its not going to improve… business model failure. once stress in retail portfolio happens – which will happen to many retail lenders- yes bank can go back into losses… high risk low return stock.
DCX Systems Ltd (24-10-2023)
Tried to find more about the company , few of the following things keep coming back again and again:
a) Fixed assets worth only 15 crores out of which plant & machinery is less than 4 crores ( for a 1200 crores business)
b) Emplyees expenses only 10 crores ! ( someone asked the question in 1st con-call, the answer was very much confusing)
c) OPM is also too low wrt potential and peeers in defence & aerospace sectors
d) Company claims to be present in Defense, Aerospace ,Cables Harness and EMS. So all the current favorite dishes of the market are on the menu ! Sounds strange! Whether they can operate in so many segments with such low expenses on R & D, plants/machinery /employee-strength
It gives a sense that it is trading company .
Please help if anyone knows more and finds our line-of thinking wrong !
Control Print – Deserves attention? (24-10-2023)
Company continued reporting good growth, with sales growing by 21% and EPS by 26%. I continue to be surprised how they are sustaining these growth rates, when the industry is growing at 10-12%. Concall notes below
FY24Q2 & CNBC
- Printer base increased to 18,000+ (sold 705 printers in Q2 vs 675 in Q2FY23)
- Since last year, have focused more on larger corporates who give higher business per printer. These entities contribute ~70% of current revenues. Due to this shift in focus, number of printers sold in FY24 might be lower
- Market share has increased to 19% (vs 18.5%)
- Revenue breakup : printers (15%), consumables (62%), spare parts (7%), service (14%)
- Consumable capacity utilization is 60-65%, but its pretty easy to debottleneck these. Don’t want to go beyond 75% utilization
- Industrials: 65%, packaging: 35% (peers are 35% industrials and 65% packaging)
- Pharma track and trace: have got some of the top 300 brands, but they don’t have first mover advantage here. One production line can generate revenues of 25-45 lakhs
- Hoping to see similar growth in H2FY24 if current business trajectory continues
- Won’t be looking at much capex, might go for inorganic expansion
- 1750-1800 cr. was industry sales in FY23 (big 4 was 1350-1400 cr.)
- Price increase has been successfully passed on the customers
- Tax: Guwahati lower tax benefit will go away in May 2025, FY26 will go to normal corporate tax
Disclosure: Invested (sold shares in last-30 days)
Max India – Demerger, Will sum of parts be greater than single entity (24-10-2023)
Another funding news from Senior care / Elder care sector. Existing investor list is quite interesting & just highlights where this sector is headed in the long term – Future looks bright.
I feel Max India is also heading in the right direction as per the quarterly concall updates.
D: Invested & biased.