Kitex Garments 500% turnover growth from current 700 crore to 5000 crores as per their investor presentation. From world 2nd largest kid’s wear manufacture to become number 1 in the world. Starting soon 2 new unit manufacturing plans at Telangana. One unit is the world largest manufacturing units.
Kitex-Presentation-2024-25.pdf (1.6 MB)
Posts tagged Value Pickr
Companies with 20%+ growth guidance for next few years (12-09-2024)
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (12-09-2024)
QIB Details released today.
Companies with 20%+ growth guidance for next few years (12-09-2024)
Company have added 1000 clients in just 5 months with small ticket size product esof.
They have already big clients like Google, NPCI, reliance, gujrat police and mahrastra police etc.
They are even giving advises to US govt.
One can look and search TRISHNEET ARORO, founder of company. who just drop after 7th to pursue his passion. And now in top 6 person at age of 30
Companies with 20%+ growth guidance for next few years (12-09-2024)
This is authentic information. Attached is today’s disclosure
TAC_12092024112031_TACPRAugClients1000Clients (1).pdf (404.5 KB)
KPI Green- Turning Sunshine Into Cashflows (12-09-2024)
Every one post message once share down by 10-15% and sit on sideline when share increase. The share valuation is high but promotors are buying from market. Big funds like Goldman and bofa have invested. This should be oportunity who missed it earlier. Valuation might be stretched at 1100 but future growth was also immense.
There is lot of competition in solar EPC and this is the reason for sideways to downfall move but the company have moat which is land and it’s IPP Business which will give them annuity and that is high margin business and management guided that it will be IPP devision profit will be higher than its current sales. Company have huge order book and company needs fund for it and that’s why they raise 1000 core. They even raise fund in begining at rs 40 at that time also there were same comments.
Disclosure- invested from very low levels and biased
Companies with 20%+ growth guidance for next few years (12-09-2024)
Please share authentic relevant information source. This look like a spam/misleading and may misguide new investors.
Or please remove this post immediately. Thanks.
Valuepickr Meet-up Bhavnagar, Gujarat (12-09-2024)
Hello VP
It will be great to plan a meet-up in Bhavnagar for local members
Anyone from Bhavnagar here?
Also is there an active meet-up group in Baroda/Vadodara just that i travel often to Vadodara and I travel almost every week?
Thank you
Pragnesh’s portfolio (12-09-2024)
My strategy is :
1 …Maximum stocks of my portfolio should hit >20% cagr over period of 5 yrs.
=If they continue to perform well, i will hold them for next 5-10 yrs or more.
2…Those stocks who have given less than 20% cagr over 5 yrs duration, i will reassess them .I will give them atleast 3-5 yrs before exiting.
As on may 2024, my XIRR return was 31.22%(dividend is not calaculated).
A…12 stocks had given 30-60% cagr return
-Kei
-L t foods
-Grauer
-Pitti
-Beta
-carysil
-ion exchange
-Ganesha
-Anup eng
-Kpr mill
-Ice make
-kaka ind
B…3 stocks had given 20-22% cagr return
-Pix
-Racl
-Stylam
C…5 stocks had given less than 20% cagr return.
-Hindware
-Mold tek pack
-Astec
-Apcotex
-Paushak
A…Astec, Apcotex and Paushak
Out of 5 stocks, 3 stocks(astec, apcotex and paushak) are down due to chemical industry headwinds.So i will wait for industry turnaround.
B…Moldtek pack
-Here ,i will wait for next 1-2 yrs for its pharma and ABG meight work for growth triggers
C…Hindware
I may wait for 1-2 yrs for
-Pipe business
-Restructuring
-Exiting from few loss making business lines
-Frankly speaking, i dont know, should i still trust this management about their continuous guidance about exiting from loss making businesses and good performance ahead.
-Hindware is worst performer of my portfolio but i am still invested due to its brand image “hindware”.
-I am firm believer of long term investment(5-10-15 yrs)
-Uptil now, i stayed invested in most of stocks since 2017
-Let’s see, whether my strategy remains same or change in future
Valuepickr banaskantha (12-09-2024)
Hi Everyone,
Any one from north Gujarat region near Palanpur,Deesa or any other place nearby please be part so we can have discuss and share ideas and form a whatsapp group and have a regular meetups
Thank you
Corporate Fraud/Misdemeanor – Public Domain – India lessons (12-09-2024)
“From the above transactions, it seems that promoters and CEO are doing exactly the opposite of what [minority investors are doing at the moment. Public shareholders are continuously putting in more money in the shares of the company, the promoters are continuously selling their stake in the company and taking money out of the company.
Interesting reading…