They Play the cycle well, But since war is continuing… I don’t think the shipping market will slow down anytime soon.
Posts tagged Value Pickr
Shakti Pumps – solar shakti (power)! (21-07-2024)
#SHAKTI PUMPS a renewable energy stock producing SOLAR pumps posted amazing results once again Profit increased from just 1 CR to 93 CR PAT(YoY) where as for QoQ 89 CR PAT to 93CR PAT now. Its a market leader in #SOLAR #WATER pumps and this theme is getting bigger and better as company is going GLOBAL with increasing its export market. Margin expansion happened, P/E will almost become half with these results. If we see Oppurtunity size, the total number of grid connected pumps is 4.5 crores and 4.5 crores more pumps are to be installed. So total addressable market is much bigger than 150000 crores.
Expecting expecting coming quarters will be bigger blockbusters than this.
Full year projections
3000 cr revenue,
600 cr pat
300 eps
available at just pe of 13 vs KSB at 74.
Physical copies of Annual Reports (21-07-2024)
I have emailed the request to 3 firms, (Belongs to Nifty 50). No one bothered to send a physical copy.
Elecon Engineering Limited (21-07-2024)
I generally prefer to keep it in bank as it gets invested in couple of month. This being a substantial part of PF will park some into liquid fund & some will be in bank incase of opportunity in fall.
These days falls are swift and i prefer to take decision quickly then wait to redeem and wait for funds to hit bank.
It depends on ones convenience and stayle of investing.
Windlas Biotech – Pure play CDMO currently at ~1.1x sales (21-07-2024)
Will this be the Next Megatrend in Pharma Sector? 🔬💊
Windlas is discussed in depth from 32 to 37 minutes on the time line
Not invested
Excellent in depth video on Indian Pharma Value Chain by SOIC
Cupid Ltd – Helping the world play safe! (21-07-2024)
I exited and booked profit, Could not see the price go further down, given the new mangement team and valuation fluctuation.
Laurus Labs – Can Business Transform to Next Level? (21-07-2024)
I am sharing below SOIC video on Indian Pharma Value Chain
Will this be the Next Megatrend in Pharma Sector? 🔬💊
Here Laurus is discussed between 26 to 30 minutes on the time line
Not Invested
Neuland Laboratories Limited – Transformation towards niche APIs? (21-07-2024)
Sharing an in depth video on Pharma Value Chain by SOIC
Will this be the Next Megatrend in Pharma Sector? 🔬💊
Neuland is discussed in depths from 16 to 22 minutes on the time line.
Hope you find is useful
Invested and Biased
dr.vikas
Tejas Networks – Product based IT business in a favored sector? (21-07-2024)
Some of the points to ponder upon are:
- There is no clear visibility of the growth post FY25. Though management has listed following optionalities, the quantum of these opportunities look relatively lower as compared to current BSNL order.
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Optionality 1: The Kavach system. As per the management, this contract/order could be of 15K to 20K sites. If we compare this with the BSNL order then it is hardly 1/5th. Meaning it can translate into orders worth 2K to 3K Cr.
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Optionality 2: The BharatNet Phase3: As per management the total equipment required for this could be somewhere in the range of 4K to 5K Cr. Also the chances are this tender could be allotted to more than 1 player.
Above both orders will have to be executed (if and when it comes) in 18 to 24 months. Thus revenue contribution from these orders would be not more than 2 to 3K per year.
Optionality 3: International business. The management has categorically said that these orders would be much lesser than the BSNL orders. There can be number of orders but the size would be relatively smaller.
Moreover, the company is currently doing POC with the international clients, which are long dated ones and hence it will take some time for the actual orders to come in.
The management has avoided commenting anything on the orders post FY26 and have also avoided commenting on the pipeline as well.
- Another concerning aspect is the increasing debt because of the stretched WC as they deliver more and more equipment for the BSNL. Already debt increased from 1744Cr to 2844Cr in a quarter and management has indicated that it will increase even more going forward.
Disc: Invested.
Techno electric engg ltd (21-07-2024)
If you go through the last conference call, management acknowledges the difficult last 7-8 years and finally the tide has turned favorable with strong tailwinds. If anything the past has taught them to be more conservative and they are diluting and raising capital cushion probably at the right time.
While discounting business performance and capital allocation track record we should also be considerate of the operating environment and challenges thereof.
Disc: Invested from lower levels, booked partial profits in the 1400-1500 range.