anyone please give insights on Gujarat Toolroom Ltd company, what is the case for it? should I buy now or just gamble 3000 INR on it?
Screener link: Gujarat Toolroom Ltd share price | About Guj. Toolroom | Key Insights - Screener
anyone please give insights on Gujarat Toolroom Ltd company, what is the case for it? should I buy now or just gamble 3000 INR on it?
Screener link: Gujarat Toolroom Ltd share price | About Guj. Toolroom | Key Insights - Screener
The company is in a fast moving tech market. To keep being relevant even the incumbents need to be on their toes and work hard to develop new products/offerings. Company spoke about this in last call.
Last year itself company added 2 new products and got some orders on them (Bharat Bill Payment & Online Dispute Resolution) to the 2 major existing product basked (i.e., TSP, API rail for payment aggregators)
Company also gave hint about working on 2 different new products. i.e, Payer solution and offline payment model and spoke of one of them giving some topline in FY25 itself.
Company is handling some crazy incremental volumes. Which often means, company has to constantly think of implement further scalability of it’s systems. Risk & fraud monitoring & compliances also become very very important as the UPI acceptability has grown. Then company has to make investment into AI/ML to see how they can fit into this ecosystem.
Company also has to hire top talents/product leaders who can manage these new lines of products from end to end and deliver to market. It also hired top HR & marketing talent last year to make the transition from being promoter led to more of an institution. Inspite of the scorching growth of around 130% cagr of last 3 years, it is still guiding for 75-100% growth for this year and working on future products.
So, i guess, we could give them some slack in understanding why the money is required. All of the above require money.
Hello,
In the below tracker, I have started tracking important company goals for Clean Science.These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables-3.xlsx (122.3 KB)
Hi,
are you guys still holding this stock? It seems to be stuck
@luckbychance ranvir
The fund has many stocks, including US stocks. ELSS fund from the same fund house has also been decreasing its stake. The 2 funds are managed by the same fund manager. So the reason could be some profit booking, the stock may have been bought at lows.
Even we individual investors do this for many reasons. So a mutual fund has many more such reasons.
Govt spend on Housing for poor could have a cascading effect on economy and many sectors could benefit…
for example , apart from financing the housing projects , for construction of houses you would need cement and steel, pipes , plumbing , sanitary items etc and day labourers to build that who need to be paid. and these labourers with money in hand would buy FMCG, consumer durables.
Then follows electricity connection …then the house owners would tend to buy TV, refrigerator , air cooler , 2 wheeler …etc etc.
So indirectly , any kind of Public spend would finally result in pushing up the economy further.
Discl : Invested from lower level in hudco and other related companies and hence may be biased. not a buy sell recommendation. PSU companies are subject to change in govt policy and volatility in stock price. Qoq sequential growth may be lumpy at times
Please do your own assessment before investing
Interesting. To me it looks like an attempt to give a ball park fair value to the stock rather than deriving it. There is nothing wrong in the method but think of it like this. if you have to give a desired fair value what are the levers that you can use here to move the fair value up!
Pradhan Mantri Awas Yojana
Pretty interesting read
This time the government may focus more on poor who are desperately in need of housing and may be the way forward…
My conviction is that the spending will increase…I may be wrong…
Disclaimer -Biased and invested
Hi Sumit,
Correct me if I’m wrong, have just glanced through the latest financial, ppt and concall:
Net Savings should look like this subtracting 8.5 Cr of lease (this is from latest concall, not sure where 20 Cr number has been published)
Currently a bunch of unexercised warrants are still left to exercise from both promoters and investors, which would dilute the EPS
So, assuming a base case of 30% turnover growth as guided and translating the same to PAT growth @ 30% (Management has actually guided an EBITDA growth of 50%+ which is not far-off, assuming 7% ARR increase, 10-15% occupancy increase but let’s be conservative)
I think that is the difference between cashflow in hand( from operating received after all expenses Inc tax) and profit based on accrual principles (which are accounted this year,but yet to recieve,may be accounted as receivables)…Cash may be received at later stage…But profit is accounted this year
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