The taxation in last years quarter was lower as compared to their average taxation rate. Since that got moderated now, we got a lower PAT number. Cumulatively, margin contraction is only a negative. Profits will grow once the recent stores that opened will mature in next 2 years. But improvement in their product mix will be even more important for profit growth.
Posts tagged Value Pickr
KPI Green- Turning Sunshine Into Cashflows (16-10-2023)
Yes, it is always a red flag when company is unable to explain it’s competitive advantage and high accounting profits when others in the same region are making losses in the exact same business they are. And, two things as investors we should look for as signals – 1) whether promoter is engaging in building own brand and not of the company, and 2) related party transactions that promoters benefit from substantially.
From above, it is absolutely clear that price may go up / down (who knows) in near term but in the long-term investors will stand to lose.
KPI Green- Turning Sunshine Into Cashflows (16-10-2023)
Yes, it is always a red flag when company is unable to explain it’s competitive advantage and high accounting profits when others in the same region are making losses in the exact same business they are. And, two things as investors we should look for as signals – 1) whether promoter is engaging in building own brand and not of the company, and 2) related party transactions that promoters benefit from substantially.
From above, it is absolutely clear that price may go up / down (who knows) in near term but in the long-term investors will stand to lose.
Varanium Cloud SME, the next Brightcomm Group? (16-10-2023)
Glad it helped. There’s more.
While the company is doing right’s issue, and then posting magical earnings, the Pledged shares are being dumped on retail investors.
Source:
https://nsearchives.nseindia.com/corporate/CLOUD_16102023111722_Regulation_30_Intimation_Network.pdf
Varanium Cloud SME, the next Brightcomm Group? (16-10-2023)
Glad it helped. There’s more.
While the company is doing right’s issue, and then posting magical earnings, the Pledged shares are being dumped on retail investors.
Source:
https://nsearchives.nseindia.com/corporate/CLOUD_16102023111722_Regulation_30_Intimation_Network.pdf
PNGS Gargi Fashion Jewellery Limited (16-10-2023)
Q2 FY 2024 results are in.
3bf0ad94-b3e8-4593-b2f0-61e4317d4a10.pdf (bseindia.com)
Results trend as per management concall. Lower margins as venturing into Diamonds but don’t know when exactly that started.
Margins now at 15% PAT as against 19% earlier.
Cash Flow:
Business Update:
Note 7:
Disc: Invested.
PNGS Gargi Fashion Jewellery Limited (16-10-2023)
Q2 FY 2024 results are in.
3bf0ad94-b3e8-4593-b2f0-61e4317d4a10.pdf (bseindia.com)
Results trend as per management concall. Lower margins as venturing into Diamonds but don’t know when exactly that started.
Margins now at 15% PAT as against 19% earlier.
Cash Flow:
Business Update:
Note 7:
Disc: Invested.
AllCargo Logistics – Are good time ahead? (16-10-2023)
Attaching the links to the recent AGM recordings as mgmt have given hints to future roadmap to some degree.
AllCargo Logistics – Are good time ahead? (16-10-2023)
Attaching the links to the recent AGM recordings as mgmt have given hints to future roadmap to some degree.
John Cockerill India: A Case Study on Decarbonisation of Steel (16-10-2023)
I am limited by the number of companies I can give out a rating on. Hence, posting this on ValuePickr as a case study.
