That sounds good. Is the call limited or could others take part - even in listening mode - as well? If yes, do share details.

Areas I might seek clarifications are

1. U.S sales : what kind of volumes and margins and by when? Implications of this on sales to existing clients. If not from client side at least from production constraints side.

2. TPP

What is their sense of when member countries will ratify and adopt it? What concrete steps is India taking for regional agreements to go around this? Any plans of acquisitions in Vietnam? How long does it take to ramp up capacity to plant optimal scale? Do they prefer greenfield route or acquisition route? Why? How will they respond to glut in India of yarn and fabric once yarn forward principle is applied?

1. What are growth plans in India? In terms of volumes, values, margins and time frames.

2. What are growth plans in Europe and Japan in terms of volumes, values, margins and timeframes.

3. How do they plan to build in house brand building capabilities?

Below is given hypothetical situation.

Assume company ABC is having having FY15 profit of 100Cr, and the average P/E of industry in which business operates is 10 and current market cap is 1000Cr.

Given that you know and the company will have 10Cr profit in FY16, 200Cr in FY17, 10Cr in FY18 and 200Cr in FY19 and after that profit will be somewhere in range of 40-60 Cr for next 10 years which cannot be predicted exactly now but will be range bound.

How do someone value such business or on what earnings should multiple be applied? Most of the times market assign a value based on forward year earnings.
Now because each year earnings are so fluctuating what should be the base earnings which should be considered Current year? Next year? Average of 4 to 5 years?

Views please.

If this case study doesn't makes sense please flag the post so that it gets deleted.

Every asset that has a cash flows will have an intrinsic value and from the intrinsic value you can compute intrinsic PE irrespective of small or mid or large cap.If value investing requires you to invest with a MoS,the prerequisite is you should know how to compute value first and then compare with price and take a call on buying or not. I just referenced PE for easy understanding and EPS just doesnt incrase 2 or 3 times just like that..What you cant measure yoi cant controls as stated by WB. If one dont know what the industry might look like then any number will fly and any value can be justified

There is nothing wrong in posting technical chart. But irrelevant comparison is not encouraged.

Hi Ayush
You had a wonderful feature which allowed one to shift the columns of the watchlist. Can you re enable it please?