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Posts tagged Value Pickr
Va Tech Wabag (13-06-2024)
Hi. This is an important data point. What is the source? @rcinvestor999
NPST – Technology Provider for UPI Tech (13-06-2024)
Objects and Estimated Amount of Deployment
(Rs. in Cr)
-
NPST has larger operational plan with international expansion
goals on the increasing demand for digital payments and
innovation through India. NPST is well positioned to take the
advantage of India’s growing digital payment technology story
and replicate the success in other parts of the world. To expedite
20.00 Cr
2. Our global expansion efforts, we are actively seeking an
investment opportunity that aligns seamlessly with our
company’s aggressive roadmap.
NPST has done well with existing set of products and reaped the
benefits of scale. At the same time, it has been able to
successfully pick-up market share in the new segment and
acquire new accounts. The combination of new product and new
account has created stronger roadmap for NPST in coming
future. We believe that the pace needs to continue or rather
increase by creating larger expansion plan with product
extension, new product and account acquisition through
alternate methods. Beyond fully utilizing its capabilities and
adding new capacity, we see opportunity to multiply the existing
product stack and new accounts through growth investment.
This will take away the risk of losing opportunity while building
tech and business roadmap.
125.00 Cr
3. The size of digital payments has multiplied manifolds and
strategic investment in certain hardware and infrastructure will
create direct entry into new segments as well as penetrate in the
bottom of pyramid. The opportunity is visible and it is infact a
leakage in absence of investment in this area. This can be
immediately tapped and expect growth in new market segment
through existing product line. We seek investment in expansion
through hardware and infrastructure opportunities linked to our
existing and future products.
20.00 Cr
4. We have funnel in the existing market, but we lack presence in
the allied segments where we can create strong presence as
digital payment caters horizontally. At the same time, the size of
the organisation and absence of our footprint in user driven
market, does not establish us as strong brand in the industry. We
intend to invest in building multiple sales and marketing
opportunities across various domains and create strong brand
presence that adds value to NPST in industry, amongst clients,
global footprints, investors and quickly scale its sales, marketing
and the areas business opportunities.
20.00Cr
5. General Corporate Purpose …Balance ammount
Raymond – The Complete Man (13-06-2024)
While I am on vacation, out of curiosity I visited Raymond shop in my home town Hubli (Karnataka).
Its company owned and company operated, I came out very pleased.
Its only 6 months since they have opened it, they havnt had a lot of traction yet, very little footfall, the sales guy talked to me for a bit. I saw 2 customers around lunch time, in the suitings area.
The store looked very upscale and in best order. in 1st floor, they had mostly suitings in different range, all looked very premium, for me personally they looked reasonable priced.
The same floor also had some mix of premium casuals, quality of products was very impressive. Price range varied.
Then I spent a bit of time in 2nd floor where it was exclusively ethniqs store. The store settings, interiors , decorative, and quality of products, everything was I should say was very pleasing. The sales guy said, no one in the town yet know about ethniqs from Raymond, he said very little foot fall yet. He agreed it needs time. He said every customer that walks in in the suitings area is encouraged to look at ethniqs.
I thought its on the right track. I had listened to the couple of earnings calls, I wasn’t very happy with their answers about traction in Ethniq stores, after I visited just for 45 mins, I couldnt agree more with management, their answers were good reflection of whats happening in store. It needs time, especially in metros, it can get a good footfall.
50 mtsrs across, I walked into a Manyavar store, may be a 15ft by 15ft store, non ac, but full of products. 1 sales guy. He said store is 10 year old, in wedding season, after 6pm, they cant manage to serve customers, in off season he mentioned it does rs30-40k a day, in season, about an avg of Rs1.5 lac a day. He said most people in town know the store.
Price was high for products and their settings.
I came out thinking Raymond store is a customer delight, but dont know about economics. However, comparing Manyavar and Raymond store, the choice for me was obvious, Raymond was class apart, Raymond prices were in line with Manyavar or marginally discounted, and had more varieties to my surprise. I give full points to Raymond store, it needs time, but in metros they will take a good market share in due course.
I would appreciate if someone in metro can confirm.