Average results from Ambika.
No growth in revenue and profit
http://corporates.bseindia.com/xml-data/corpfiling/AttachLive/4B21AD1E_20F1_4885_925F_58EFCA2AA1AF_154105.pdf
Posts tagged Value Pickr
Ambika Cotton Mills (07-11-2015)
Indian terrain—play on consumption (07-11-2015)
Very good numbers from Indian Terrain
http://corporates.bseindia.com/xml-data/corpfiling/AttachLive/23A20535_5212_4705_934A_81D7915074D9_154029.pdf
One must note that last year festival season sales came in Q2. But this year festival season is in Q3. In that aspect result is very good.
Alembic & Alembic Pharma (07-11-2015)
@ankitgupta- how do u see aurobindo pharma inthis context. from what i get is they have the highest number of filing with USFDA. would love your views
Need for KYC to be enforced when Forum Abuse is detected (07-11-2015)
Everything depends on one single decision - is admin/moderator/valuepickr in its totality responsible for content ? If you say yes then you will have to vet new threads,read thro' each posts,confirm for balanced views etc etc . Its not practical in the long run.If you say no then this can be another Money control where over medium term brand will surely get diluted.What i suggested as a one time rank is a via media absolving too much effort by admin trying to counter motivated posters but at the same time having a control over the thread because the "rank " that they give will override a 1000 words and anyone who reads the thread will ask " why valuepickr seniors are giving this stock a ranking of 5 and calling it a suspect idea " ?
Shalibhadra Finance – Steady Growth NBFC (07-11-2015)
What was highlighted was potential abuse/misuse of VP Forum for Newbies to take note of, be aware of such malpractices, nurture a healthy skepticism whenever superlatives are used, when risks are glossed over, and there isn't enough attention/discussion on downsides/risks.
Shalibhadra Finance - Investment merit - is a different matter. A healthy balanced discussion is encouraged.
Shilpa Medicare -Racing away on the Oncology API highway! (07-11-2015)
Q2FY16 Results declared
BSE Results link
Revenue Growth 13%
EBITDA Growth 25% (Margin 21.61% vs 19.44%)
PBT Growth 31%
PAT Growth 30% (excluding exceptional item)
- Exceptional loss of 2.42cr reported, dragging reported PAT down to 20cr
Overall looks good set of numbers, considering that we are not expecting any fireworks until US FDA approval and revenue growth thereafter.
Mr. Bhutada had already clarified after Q4FY15 results that all the ongoing initiatives will drive revenue growth by 2016 end or 2017. Until then 5-10% growth guidance was provided. They have done better than the near term guidance at least.
However, brokers have a different set of expectations.(FY16 growth: IndiaNivesh 24.5%, Karvy 23.5%)
Kitex Garments Limited (07-11-2015)
This report says 12 out of 19 http://www.thenewsminute.com/article/real-story-kerala-local-polls-how-private-company-won-panchayat-35777
Realtime Alerts for BSE Corporate announcements (07-11-2015)
Hi Sunil,
Now its working properly. I thought, As I have commented on thread after few months and brought it on surface, due to overload it went off. Sorry if its so. Thanks a lot. Receiving email now.
Kitex Garments Limited (07-11-2015)
Kitex promoted twenty20 party wrests control of Kizhakkambalam panchayat from Congress party who were against the company especially in environment issues. They won 13 seats out of 19
Piramal Healthcare (07-11-2015)
Lot of pharma companies have started paying attention to OTC brands. This adds another revenue stream to their portfolio of products which is out price control regime and not affected by US FDA/UK MHRA inspection scares. This also helps them to migrate from pure "pharma" to quasi FMCG-pharma company. Piramal has been making conscious effort by acquiring brands like Saridon, Lacto Calamine, I-pill etc. Recent acquisition seems to in line with their OTC strategy.
Please see the article in Outlook Business about OTC brands
http://www.outlookbusiness.com/strategy/feature/if-youve-got-it-flaunt-it-1970
Disc : invested