- 16.67% Sales growth Q on Q prev. yr –seems to have slowed down from the 30%ers
- Cash is back to normal
- Capex seems to be partly expended and T.L. has been increasing
- Higher Sales but the rate of growth seems to slowdown
- In FY’14, FY’15 Half Year sales were 45% of full FY. assuming the same this First Half FY sales were at 721.18 Cr. So total yr sales by inversion will be at 1602.66 Cr. That’s around 8.5% of Growth YoY vis-à-vis 22.35% previous year a huge deficit. If they have to do 22% then 500 Cr. next 2 qrt. Which requires 50% growth over Prev. Qrt. YoY possible but a tall order.
Posts tagged Value Pickr
Ajanta Pharma (08-11-2015)
Lumax Industries – Brightening Prospects (08-11-2015)
http://corporates.bseindia.com/xml-data/corpfiling/AttachLive/58D3F983_792D_461F_AC9D_694C2372A2E6_171743.pdf
Lumax results have been announced
Ramco system (08-11-2015)
Aah.. what a coincidence. I was busy watching the video when i was compiling this post and you raced me in posting the same video 
Ramco system (08-11-2015)
Interesting watch. Ramco CEO VA talking about FY16 Target in a HR Meet. Not sure if that was intentional. With Q2FY16 results just released, Half Year FY16 Revenue is USD 32.86 Mn. From his talk, FY16 Target looks like USD 89 Mn. Not sure if this doable by Fy16. But I believe his SAAS model can do wonders, and a nextgen IT company in making.
Some of the Company/HR policies he discussed is path breaking in Indian IT Industry. No wonder Ramco is getting good reviews on Glassdoor. And VA seems to have good flair on the latest technology.
Thomas Cook India-Will it move like Warren Buffet Stock (08-11-2015)
In my opinion, growth of logistics services because of e-com is overhyped. If the e-com cos have to survive and grow, they will have to cut costs on all fronts, will have to set up many more warehouses, (perhaps shared) and move bulk of cargo by rail. Last mile connectivity will have to be provided by logistics companies. How many of them will be local players and how many will be listed players is to be seen. We can expect steady growth in business of logistics companies but nothing dramatic, I think.
KSE Limited — Interesting Business (08-11-2015)
Sir recently when in Kerala I visited there kanjigode factory extremely good excellent mangement the June qtr result was poor because there was a big ticket new raw material purchase for there new animal feed product and a huge copra purchase at a very lower price the new product for animal feed is already in market and lucky it does not come under the government price control because it is launched a milk enchanter feed and also they have launched exculsiive ice cream outlet in Tamil Nadu also and brand visibility is improving and the ice cream and coconut oil division will give a excellent result this qtr so I think with price bottoming out we can start buying before the result
Arman Financial Services Ltd (08-11-2015)
Hi Prasad,
I don't track Capital Trust and hence can't comment on it.
Jagran prakashan (08-11-2015)
Radio city charges highest for ads...There is an article the problems faced by radio companies...they don't have rooms of charging high ad rates...so margin play is not there...company has to play on volumes...radiocity has already penetrated In major cities...Bangalore..delhi..ahmedabad..mumbai..etc..I agree to what warren Buffett tells...but what if all the latest news are accessed online and other local news are accessed on radios...i don't need a newspaper...growth In radio business is negligible...but print business can have good business because of the target market being poor or low class people...but again business expansion basis volume only...i don't see any moat here...rather than that I would invest in EIL which is a epc contractor...has a wonderful market share...dealing In petrochemicals.. Solar..fertilizers...metallurgy..infrastructure...all sectors emerging...if you want a mere 15% returns then why not invest in a large cap mutual fund...I just set my views here...I might be wrong...and I welcome views from members...this will be helpful for my growth also..thanks..
Kitex Garments Limited (08-11-2015)
I take this positively...the losing party is always going to spread news which can help them gain some votes by confusing people whom to choose...this is what rahul and Sonia Gandhi have been coming doing...i feel mgmt is positive and I feel impressed...salute to Mr. Sabu M Jacob for doing this...