Hi
Is there any way to watch company Annual general meeting recording, is there any portal where i can either watch or read AGM after it’s being held
Thanks

Digispice is the company which own them and this is what they mentioned in May’23 earning Call in the CPAAS space , Which highlight the competitiveness and Customer sticky ness.

The things we realized during COVID specially, is that a lot of
companies, the stickiness of large enterprise customers to their CPaaS platforms continued.
So, we saw very little churn happening and every time someone went in with pricing as an
option, the existing vendors match the pricing to cool down to the customer. We also saw
global players in CPaaS enter the space and acquire some of the domestic companies. So, we
saw a lot of M&A activity as well. Net net, we realized that the CPaaS space was a lot more
competitive than we thought it was.

Nice compilation!

Two observations.

(BESS EBITDA margins for Gensol Engineering, a similar company, is around 90%) This is true because Gensol is manufacturing also it’s components of EPC business, otherwise pure EPC margins should be same in line with Non BESS Solar EPC business ± 2%.

About The special dividend of 110.
There are a few cases pending and i am not sure if it’s only the case that they have to receive the money or in some cases there can be contingencies also.
Have the ever said that there will not be any -negative impact of the court proceedings on the balance sheet?

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Hi to Everyone,
Myself investing in market from last 4 years however never started publishing or writing any information.
At current below stocks are I am holding.

1. Epack- Clearly visible growth of 35 to 40% over next 2 yrs
2. Lauruslabs – Recently added at 470 very few qty – Lot of capex done and hence some improvement can start so started added them
3. Hbl power – Huge benefit of railway infrastructure development in coming 1 to 1.5 yrs so overall 25 to 30% visible growth each year till 2026 end.
4. Triveni Eng – Added very few qty – Sugar sector based however stock have multiple things in the product portfolio- easily expecting 35 to 40% growth
5. Deepak fertilizer – Looks finally some huge benefit can start based on the utilisation of assets
6. Beml – Right now sitting with loss of 13%. If growth does not back by Dec end will evaluate and take a call – Also proxy of defence and railway sector growth- mgmt mentioned many points and looks they can able to achieve 30 % growth for next 2 years
7. Reliance infra – Expecting company can bring its ability to execute lot of potential in the coming years
8. Fluorochemical – Finally mgmt said something visible to improve their revenue as top manufacturers of their product is leaving the industry and also huge entry barrier to this industry
9. Bse – very few qty added recently at current price of 4100/- . Hoping some good benefit to this will come in the coming quarters.
10. Igl and mgl – Holding very few qty and quite not clear how benefit can come to this stocks. Just waiting to see and watch for next quarters.
11. Jindal steel and power – Expecting biggest benefit of commodity start moving.
12. Neuland labs – Added very few qty with lot of excitement based on price action but not clear from mgmt what actually growth is possible this year of FY 25.