Disruption due to barrage of online retailers would be a huge headwind for vmart and other similar players.
Even if actual impact may not be there, there will always be that perceived threat in the mind of most investors and I feel that should limit any kind of PE expansion.
disc: not invested.
but why is price crashing post results?Satin creditcare the 2nd listed MFI is on 20% UC for last 2 days on the other hand
Till date since many quarters canfin has beaten all other HFC gruh and repco included in terms of growth and asset quality.
Can it get another bout of re rating to get closer to gruh is a question that needs to be answered. For that it will need some bump up in return ratios first.
Before the entry of generics, the size of nexium was 6 billion USD. Now torrent gets approval and it is the fifth company to get approval for the molecule according to their NSE announcement.
The questions that need to be answered are:
What kind of price erosion has happened/will happen?
What % of market share will torrent be able to garner since it is fifth co to launch the drug?
Overall looking at the size of the molecule and limited competition, it augurs well for torrent if they can capitalise on this approval.
oriental carbon and chemicals - which is one of the three players in the world making insoluble sulphur used in tyres
Mahesh whats the expected EPS ,ROCE & CAGR for Syngene for next 2-3 years? will opp size also keep on increasing?
Thanks @rajpanda - much awaited good news. Limited competition as of this date. Hope this late entrant can cover decent ground.
Hi Jigar,
If you can fix a meeting with the mgt., I 'll be happy to come from Mumbai for the same, but I suspect the mgt. may not oblige. Mgt. credibility is amongst the negatives in my view.
How much of the debt amount is finally settled for is not known. The earlier CDR failed to materialize as the revenues from the IT project did not come through. The mgt. & the developers may well be hand in glove. I won't be surprised if the mgt. goes for a share buy back when they feel that they are in a position to settle with the banks. I feel confident that there is enough juice in the project because the mgt. willingly paid 50 crores to the banks towards debt repayment a couple of years ago.
The key here is to follow the development of the real estate project. The gains will come from there.
Hi,
Very good post indeed,
Couple points to add,
@desaidhwanil, In the table u have taken only Trading purchase, For determining the trading cost we must consider (increase)/Decrease in trading stock.
1) I have done the same and derived following figures, (no. in Millions) 
2) If the revenue from manufacturing is Rs.121 cr, Then to reach Rs.500 cr in 5 year, they need 32% CAGR in manufacturing revenue, Since the production was 2275 and expected to reach 8400 MT (30% CAGR, Assuming Production is nearly same as sale), Just concerned about the market share gain (is the company capable of such Market gain?)
3) Whether the Rs.500 cr target includes natural and Pigments as well, Any developments on Pigments front (Capacity, Investment, Production start date, Which area company is targeting)?
4) Who are the largest customers of the company?
Regards,
Ateek
(Discl: Not invested)
Hi Rajeevji,
There seems to be a rift between the management and the real estate developer, RPS. They have also approached courts for the same. Management, as mentioned in their latest AR, is looking forward to resolve the disputes. Can we have an update on the same?
Also, how much revenue can we project for STL from the IT building project? This is to ascertain the net inflow when comparing O/s debt to be repaid and remaining to be distributed among shareholders. I think we need to have some clarity on these fronts. Shall we try fixing a call with the management? Let me know. Thanks
