I was there on the call…
No changes, tone of the management is the same in transcript and on the call.
May be there is some grammar related editing and some language editing from Hindi to English. That’s all
Posts tagged Value Pickr
See the bright Sun: Aditya Vision (27-06-2024)
Sealmatic India Limited (27-06-2024)
Agreed on all the points about the business. Clearly a high quality business they are running and Mr Balwa is no doubt extremely qualified to run it.
Just want to highlight on growth guidance bit that Mr Balwa has missed the previous guidance and then even refused to admit that they gave a wrong guidance in the latest conference call. Compare jul 2023 concall with jun 2024. The earlier projections were of 30% growth and “golden period” with 60% growth to happen in FY25 and FY26 respectively. That has shifted by a year.
The Anti-Portfolio (27-06-2024)
Hello Vikas ji,
Just going through E2E networks…3 concerns :
- Currently Trading at P/E of 115.
- Current Debt to Equity above 2.
- In last Q4 earnings conference call, CEO Mr. Tarun Dua was in a hurry to close the conference call.
Would like to know your thesis here…
Regards
Kalyani Steel – Steel Sector (27-06-2024)
Thanks for the info. Do you believe that plant will become operational anytime soon? The management has been pretty vague on this.
The SME portfolio (27-06-2024)
@Punit_T - Did you talk to them recently? Can you please share what details you were able to obtain from them regarding timing of the capex coming online? Do you know if they plan to maintain their ROCE/ROE in the 22-25% range and what is the Profit margin can we expect in the coming quarters leading upto the expansion? Thanks
Rajesh’s portfolio (27-06-2024)
This seems odd as gebetally split companies do at higher price… Key point here is 100bpercent CAGR for years ahead and transpatent mgt… Bright future ahead
Neuland Laboratories Limited – Transformation towards niche APIs? (27-06-2024)
“Sharing the latest tweet by Sajal Kapoor sir on Neuland.”
https://x.com/unseenvalue/status/1805553798577795407
I hope you find it useful.
KDDL (Ethos Watches) – Scalable business model at an inflection point? (27-06-2024)
Same thing for KDDL
KDDL Limited : Ratings upgraded to [ICRA]A+(Stable) / [ICRA]A1+ from [ICRA]A(Stable)/ [ICRA]A1
KDDL Limited.pdf (435.7 KB)
See the bright Sun: Aditya Vision (26-06-2024)
can the conference calls edited post the live session & released without any explanations . Does anyone was there on the live conference call of Aditya vision for q4fy24 ? Does The released conference call differs from what was said live ?