Cyient-q2-fy24.pdf (1.8 MB)
Q2 FY24 Estimate and Results
Earnings Estimate 15.96 and Result 16.11 – over achieved 0.93%
Revenue Estimate 16762 and Result 17785 – over achieved 6.10%
Revenue and Earnings little better that expected but margins has reduce from 19% to 18%. QtoQ.
Posts tagged Value Pickr
Cyient – Exposure to ITeS minus commoditized body shopping (19-10-2023)
Phantom Digital Effects Limited (19-10-2023)
Phantom, Basillic, Digikore… All seeing lot of interest from investors.
What’s ailing Prime Focus?
Is it the 375cr law suit by reliance against them?
Could someone point me to the right direction…
Deepak Fertilizers and Petrochemicals (19-10-2023)
Can you share the link?
Deepak Fertilizers and Petrochemicals (19-10-2023)
This is a great point that I missed earlier. This would rerate stock albeit slightly before listing seperately
Hemant Surgical Industries Limited (19-10-2023)
Has anyone analysed Saakshi medtech…latest IPO SME… seems like they have promising future in medical devices and electronic panels
Common Man’s Portfolio (19-10-2023)
Hi @ankit_tripathi
What big story is evolving in AMI Organics?
Ranvir’s Portfolio (19-10-2023)
RPG Lifesciences Q2 highlights –
Sales – 154 vs 135 cr, up 14 pc
EBITDA – 39 vs 31 cr , up 26 pc (margins at 24 vs 22 pc)
PAT – 26 vs 20 cr (up 30 pc !!!)
Domestic formulation sales grew 16 pc (now at 66 pc of business). New product contribution now at 29 pc ( ie products launched after 2019 ). Volume growth @ 6 pc. Doing well wrt growth in Rheumatology , Monoclonal Anti-Bodies business
Sales force productivity crosses Rs 5 lakh mark
Intl Formulation sales grew 15 pc (now at 19 pc of sales)
APIs grew 7 pc (now at 15 pc of sales )
Debt/Equity – Zero
Management guidance –
Margins to slowly keep increasing as the business scales up
Chronic products sales is slowly increasing. Likely to continue
Have identified 45 new products ( completely new + line extensions ) for domestic and international formulation business – to be launched in next couple of yrs
Most of plant modernisation capex to be over by end of FY 24 ( spending 100 cr on the same )
Disc: holding, biased, not SEBI registered
Deepak Fertilizers and Petrochemicals (19-10-2023)
Yeah, and even the demerger within the co hasn’t happened yet. Next date for NCLT hearing is 1st November (6 hearings in last 6 months have been skipped as NCLT didn’t have the time to hear the matter – pathetic).
Results are on 2nd November. Re-listing on public markets will take time (FY25-26). But I do believe strategic investor entries should start spiking PE post demerger.
Disclosure – Invested, biased, not offering any investment advice.
Deepak Fertilizers and Petrochemicals (19-10-2023)
As per my understanding the demerger is within the Co. Meaning that there won’t be any seperate listing of the companies at the moment. The management says that they’d like to on board institutional investors to these individuals cos first and then list seperately at a later time.
There’s no specific time line for this but the management’s intent is to do this as soon as they can.
Personally, I think it’ll be done in FY26
You need only a few charts to decide (19-10-2023)
If company’s ROIC is higher than cost of capital which is cost of raising capital basically then it means company is adding economic value which is a favourable aspect