In the latest quarter out of 899 cr engineering revenue, from exports is 251 cr which is 30% of engineering revenue or 25% of total revenue.
They say they are getting international orders via EPC contractors and direct utility contracts.
Their aspiration of total(domestic+exporrts) order inflow is 4500-5000 cr per year which is roughly 1200 cr per quarter.
Posts tagged Value Pickr
Skipper Ltd., (Power and Water) a moat in making? (10-09-2024)
Tatva Chintan – A catalyst for growth (10-09-2024)
Red sea crisis over & now better logistics cost & new plant is operational this month. Debt almost 0 & reserves, capex got improved in whole history of business. EV battery solid part is getting tractions.
Time technoplast (10-09-2024)
Gautam ji, I hope you don’t mind, but I have a small request. If possible, could you kindly edit the above comment to remove ‘Lol’ from it? The reason is twofold:
- It comes across as mocking and/or dismissive.
- It might discourage others from sharing their thoughts on this topic (and this forum).
Again I am sure, this wasn’t your intention, hence just pointing out how it has come across.
Moreover, it’s not as if @Chandragupta ji has raised irrelevant points. I’ve been thinking about this as well, so there is at least one more person (i.e. me) which thinks that this is worth pondering.
The investment thesis for this company over the past two years (in my view at least) has been combination of 2 things : (a) improved operational performance through value-added products, & (b) debt reduction and capital reallocation through sale of overseas assets.
The second part is equally important for driving up PAT and ROCE by lowering interest costs and reducing working capital requirements. While management has mentioned that overseas assets are performing better, we (or at least I) don’t have concrete numbers on the OPMs for each their overseas geographies compared to their domestic business, to be able to fully understand the merit of their assertions.
Thank you!
Disc: Invested, 10%+ of portfolio at current levels.
Requesting Portfolio Critique (10-09-2024)
Personally, I don’t like to invest in entertainment industry (ZEEL) or loss making companies (IDEA).
Even if you are bullish on them in long run then also you should exit until they start making profit and health improves.
Emami – FMCG Available at Low Valuation (10-09-2024)
I had invested in this company 2 years back, every time I read more about the company the worse it felt to me. From product portfolio to management to market share, they produce copies of popular products with similar name. They have even faced legal battles due to this. They don’t have much growth prospects as far as I remember.
At that time I didn’t have much experience in investing and invested on whim of some good news and PE ratio only. After I started reading the annual reports I started realizing its a wrong bet. Although I have forgotten details about my research/homework but one thing is certain I have blacklisted this company for any investment purpose in future. I felt relief after selling everything I had after few months of holding it. I was so desperate to sell those shares I didn’t even wait for any opportunity or chart pattern and sold it in few percent loss.
InterGlobe Aviation – Indigo (10-09-2024)
- Management aims to be a major global airlines company by 2030.
- Management is looking into enhancing cargo business.
FREE Excel Template for Screener.in (10-09-2024)
Above extension is very usefull can you upload more screener extension like this which same time and give all ratios and analysis in it self only in screener.
Thank you for sharing this type of useful extension and all above templates.
Emami – FMCG Available at Low Valuation (10-09-2024)
HUL excels in diverse consumer goods with robust local market knowledge. Nestlé leads in food and beverages, focusing on innovation and nutrition.
Max India – Demerger, Will sum of parts be greater than single entity (10-09-2024)
Max Group merged its healthcare assets into Max Healthcare and demerged its senior care and allied businesses into Advaita Allied Health Services Limited in June 2020. This subsidiary was renamed Max India Limited, which now holds the senior care business, Antara, offering integrated solutions for senior needs.
ValuePickr Surat (10-09-2024)
Is there any meet happening in Bengaluru too?