Suprajit Growth Triggers.pptx (2.0 MB)
My PPT on SUPRAJIT – covering some growth triggers for the company
Posts tagged Value Pickr
Gabriel India Ltd. – Shock free ride? (31-07-2022)
Gabriel.pptx (2.3 MB)
My PPT on GABRIEL – covering the basics about the business, management and valuation
The Anti-Portfolio (31-07-2022)
Hi Bhavya,
These things keep happening, no issues, even if some (small) dispute is raised. To me it looks like company is rich and making money, to attract attention, also in the prompt notice to exchanges they thanked employees. Signs of good management.
Gland Pharma- Generic Injectables (31-07-2022)
Gross margin expansion was simply a function of geographical mix. Company prioritized US business and had to let go of RoW business. US business for Gland has higher GM.
Manappuram Finance (31-07-2022)
Thanks for the good summary.
Management’s unacceptance of banks eating away gold finance company’s share is not good. Or they accept it but they got no proposal to tackle that and hence not even mention that publicly.
Disc: Invested since 2018.
My Portfolio->Aditya (31-07-2022)
Hi Aditya, you have APL Apollo for long term in your family portfolio… just wanted to know the reasonings behind this as this is a cyclical stock and can be a risky bet…
Green Energy/EV themed portfolio for review (31-07-2022)
which is best platform to buy SG Equity…
Burger King ~ Whopper of an Opportunity (31-07-2022)
As per Credit Rating Report –
Favorable capital structure and adequate liquidity profile –
The company’s net worth in FY2022 at a consolidated level remained strong at Rs.1040 crore, boosted by recent QIP placement of Rs.1402.14 crore in March 2022.
The external debt is only for the Indonesian subsidiary, which remains limited at Rs.141.9 crore.
The capital structure at an aggregate level remained strong, depicted by low gearing of 0.8 times as of March 31, 2022. The liquidity position also remained comfortable, aided by healthy unencumbered cash balances and considerable liquid investments of Rs.679.5 crore at a consolidated level as on March 31, 2022.
Liquidity position: Adequate
The company`s liquidity position remains adequate, given at a standalone level RBAL does not have external borrowings(except lease liabilities) and, thus, has no scheduled repayment obligations while on a consolidated basis there is term debt of Rs.141.9 crore on its subsidiary’s books.
Further, on a consolidated level, the company has healthy liquid investments in the
form of liquid mutual funds and unencumbered cash and bank balances which aggregated to ~Rs. 679 crore as on March 31, 2022. The company has aggressive expansion plans for its India operations, however, the same is expected to be funded by internal accruals and liquid investments available on books.
Hitesh portfolio (31-07-2022)
Dear Hitesh
DCB Bank reported decent set of numbers. I have seen in earlier posts, you are interested in small banks. Are you still tracking DCB. If yes, can you share your views about the bank (technical & fundamentals if possible).
Thanks