When will icici sec shares be converted to icici bank’s shares? Do we know the date? And we get 67 shares of the bank but based on which date? Does anyone know?
Posts tagged Value Pickr
Angel One: Metamorphosis into a Fintech? (Previously Angel Broking) (13-06-2024)
“Any unchecked explosion in retail trading of futures and options (F&O) can create future challenges, not just for the markets, but for the investor sentiments and also for household finances,” Sitharaman said. “Household finances have made a generational shift. We want to safeguard that and ensure that it is not going to be shattered,”
^ Nirmala Sitharaman
Very scary, i had exited from Angelone because I don’t want a delta corp like hit on my pf
Advanced Enzyme Technologies Ltd – The Enzyme company (13-06-2024)
Advanced Enzymes -
Q4 and FY 24 concall and results updates -
FY 24 outcomes -
Revenues - 623 vs 540 cr, up 15 pc
EBITDA - 204 vs 156 cr, up 31 pc ( margins @ 33 vs 29 pc )
PAT - 137 vs 103 cr, up 32 pc
Q4 outcomes -
Revenues - 157 vs 138 cr, up 14 pc
EBITDA - 55 vs 44 cr, up 26 pc ( margins @ 35 vs 32 pc )
PAT - 29 vs 32 cr ( due exceptional charge of 15 cr in Q4 FY 24 )
Category Wise sales break up for FY 24 -
Human nutrition - 67 pc of sales , grew by 18 pc
Animal nutrition - 11 pc of sales, degrew by 5 pc
Industrial bioprocessing - 16 pc of sales, grew by 21 pc
Specialised manufacturing - 6 pc of sales, grew by 19 pc
Geography wise sales break up for FY 24 -
India - 50 pc of sales, grew by 21 pc
Americas - 34 pc of sales, grew by 34 pc
Europe - 6 pc of sales, grew by 12 pc
Asia - 7 pc of sales, de-grew by 3 pc
RoW - 3 pc of sales, grew by 78 pc
Have received fresh US FDA approvals for 02 of their enzymes to be launched in US
Top 10 customer contributed to 26 pc of topline vs 24 pc in FY 23
R&D expenses @ 4.6 pc of topline
RM prices have been stable in FY 24, expect the same to continue
Human nutrition business has the highest gross margins
Expect topline to grow in double digits ( in 13 - 16 pc band ) in FY 25 along with Gross and EBITDA margin expansions
Industrial BioProcessing is a key focus area. This segment has a long growth runway ahead
Expect growth in US to be in double digits in FY 25 as well
Company’s US business currently has EBITDA margins of 37 pc vs 29 pc for India business
Disc: holding, biased, not SEBI registered
Ranvir’s Portfolio (13-06-2024)
Advanced Enzymes -
Q4 and FY 24 concall and results updates -
FY 24 outcomes -
Revenues - 623 vs 540 cr, up 15 pc
EBITDA - 204 vs 156 cr, up 31 pc ( margins @ 33 vs 29 pc )
PAT - 137 vs 103 cr, up 32 pc
Q4 outcomes -
Revenues - 157 vs 138 cr, up 14 pc
EBITDA - 55 vs 44 cr, up 26 pc ( margins @ 35 vs 32 pc )
PAT - 29 vs 32 cr ( due exceptional charge of 15 cr in Q4 FY 24 )
Category Wise sales break up for FY 24 -
Human nutrition - 67 pc of sales , grew by 18 pc
Animal nutrition - 11 pc of sales, degrew by 5 pc
Industrial bioprocessing - 16 pc of sales, grew by 21 pc
Specialised manufacturing - 6 pc of sales, grew by 19 pc
Geography wise sales break up for FY 24 -
India - 50 pc of sales, grew by 21 pc
Americas - 34 pc of sales, grew by 34 pc
Europe - 6 pc of sales, grew by 12 pc
Asia - 7 pc of sales, de-grew by 3 pc
RoW - 3 pc of sales, grew by 78 pc
Have received fresh US FDA approvals for 02 of their enzymes to be launched in US
Top 10 customer contributed to 26 pc of topline vs 24 pc in FY 23
R&D expenses @ 4.6 pc of topline
RM prices have been stable in FY 24, expect the same to continue
Human nutrition business has the highest gross margins
Expect topline to grow in double digits ( in 13 - 16 pc band ) in FY 25 along with Gross and EBITDA margin expansions
Industrial BioProcessing is a key focus area. This segment has a long growth runway ahead
Expect growth in US to be in double digits in FY 25 as well
Company’s US business currently has EBITDA margins of 37 pc vs 29 pc for India business
Disc: holding, biased, not SEBI registered
Smallcap momentum portfolio (13-06-2024)
You can try one thing, pick 25-30 stocks from the Nifty 500 stocks which I did.
Smallcap momentum portfolio (13-06-2024)
Sir, will it be okay, if I choose top 10 from each mid, small and micro cap making basket of 30 of momentum pf.
Dhinakaran US Portfolio (13-06-2024)
Here is my new US Stock Portfolio that I am building. Pretty much all are known names. I am aiming a 12% CAGR.
If you are interested in my Indian companies portfolio , Link here - Dhinakaran Portfolio
Feedback and Comments most welcome.
Symbol | Description | Current Value | Total Gain/Loss Percent |
---|---|---|---|
SPAXX** | HELD IN MONEY MARKET | $27,897.33 | |
AZO | AUTOZONE INC COM USD0.01 | $5,625.88 | 4.86% |
GOOGL | ALPHABET INC CAP STK CL A | $5,085.73 | 14.40% |
PEP | PEPSICO INC | $5,042.46 | -4.46% |
DPZ | DOMINO S PIZZA INC | $4,739.13 | 9.07% |
CVS | CVS HEALTH CORPORATION COM USD0.01 | $4,494.75 | -4.93% |
TGT | TARGET CORP | $3,190.44 | 0.28% |
KO | COCA-COLA CO | $2,816.77 | -0.41% |
PG | PROCTER AND GAMBLE CO COM | $2,648.56 | 6.69% |
NDAQ | NASDAQ INC COM STK | $2,364.20 | 3.04% |
CMI | CUMMINS INC | $1,076.47 | 13.34% |
ORLY | OREILLY AUTOMOTIVE INC COM | $997.62 | 1.26% |
UNH | UNITEDHEALTH GROUP INC | $976.07 | -11.09% |
SMPL | SIMPLY GOOD FOODS CO COM | $951.34 | -7.72% |
SBUX | STARBUCKS CORP COM USD0.001 | $881.21 | -16.23% |
Please note, this is not a Buy/Sell Recommendation. Please invest at your own risk.
Samhi Hotels – Turnaround with Tailwinds (13-06-2024)
(post deleted by author)
Buy Unlisted Shares (13-06-2024)
totally agree, but Waaree Energies is into solar panel manufacturing, and I am not aware of any other company which is listed and doing the same business except Perfect Infraengineers which are into thermal solar panels, which is a very niche market.
I am not too excited to buy it, just wanted to know the opinions regarding the valuations of the company, because as per me the valuations aren’t that stretched!