Waaree Energies Limited got included in the RETC PV Benchmarking report. The company said that it was the only Indian solar panel manufacturer included in this report.
Source:
D: Invested
Posts tagged Value Pickr
Axiscades Mistral Technologies Limited – Hidden Defence Story (21-09-2024)
I wrote incorrectly. It’s 160-180cr PAT as company makes 140cr EBITDA already. Edited original post.
Simple Investing (21-09-2024)
haha i dont think there is such moksha in investing…its a transitionary stage and may change in future with evolving experience & market conditions.
Simple Investing (21-09-2024)
Agree results are good, but one thing would add, there is no competetion and no inherent need to beat any other strategy or style. Its just to be ok with results of my own companies and hence no need to track much.
So, I do not care if I get 15% or 20% or 30% cagr etc as long as I get a minimum expected threhold over long term as long as I like the process and underlying companies keep doing well in business with a long runway.
NIBE LTD – Manufacturing of critical components in defence industry (21-09-2024)
Detailed analysis of nibe by Dr. Vijaymalik very different perceptive. Would be helpful if any one has contra view who can post it here
In-depth fundamental analysis of Nibe Ltd equity research report with financial, business, valuation, management analysis Nibe Ltd: Fundamental Analysis – Dr Vijay Malik
DCX Systems Ltd (21-09-2024)
DCX Systems.pdf (312.4 KB)
I created a presentation recently for the company. Hope it helps.
Disclosure: holding
ValuePickr Ahmedabad (21-09-2024)
Dono mix kar Dona achha rahega
Lotus Chocolate Company: A Tasty Affair (21-09-2024)
Hi Mohit,
No assumptions. I work in the chocolate industry. You can check my LinkedIn profile. Mondelez has 90% share in the industry so they can afford to increase price and reduce grammage because consumer loyalty is very high for their iconic brands. Amul maybe gaining share in dark chocolate but they are losing share at an overall level ( dark + milk). Also dark is a very small segment (500crs of the total 20000cr chocolates category). Thankyou for your builds and it was nice exchanging notes.