Good observation. Thanks
Does the story connects with numbers? (taken this line from Prof Aswath D)
Yes.

Asset turnover ratio of Dmart is 2.59 which is slightly higher even vs walmart (2.57). And same is much higher than indian counterpart of Vmart (1.0) and Baazar (0.96).

•The Bank’s gross advances aggregated to approximately ₹ 25,190 billion as of September
30, 2024, a growth of around 7.0% over ₹ 23,546 billion as of September 30, 2023.
•The Bank’s deposits were ₹ 25,000 billion as of September 30, 2024, a growth of around
15.1% over ₹ 21,729 billion as of September 30, 2023, and a growth of around 5.1% over
₹ 23,791 billion as of June 30, 2024.
•Massive slowdown in terms of loan growth,
Deposits growing faster to control Loan/Deposit ratio

Key figures

15 years is maximum limit. They can also complete the order in 12 years for eg. revenue per year will largely depend on the amount of oil extracted which no one can predict. Rough guesstimates will surely be there with company as they have hired 25 years experience personnel but not disclosed yet. As per my assumption these queries should be answered by management in Q2 concall as it will be more focussed on ONGC order and todays Green H2 order

Hello @ChaitanyaC,

Thank you so much for your thoughtful response to my query about value investing. Your insights have given me a broader perspective on the various paths I can explore, from value investing to other strategies like HFT or even a mix of value and growth investing. I appreciate the suggestion to explore different threads and connect the dots between business intricacies and price movement—it’s a great starting point for me.

I look forward to diving deeper into the discussions and learning from the wealth of knowledge shared by this community. Your guidance has been incredibly helpful in shaping my approach as I begin this journey.

Regards,

Suman