Anant Raj- any idea when the rental income of 100 cars will increase to 275 crs….based on the info in the post, this seems to be hugely underpriced. RJ also holds a chunk of it at an average of Rs 60+ levels. Any idea if the Company is planning to do a REIT for its commercial rental assets?
Another interesting bet seems to be KSK- Management has converted warrants at Rs 99 per share against the current market price of Rs 37. The latest quarter numbers are very encouraging with Mahanandi plant increasing its PLF (currently running at 90% PLF in Oct/Nov) against last quarter of 46%. QIP 12 months back was done at Rs 99.00…..dirt cheap. Any news on the Open access issue with Mag govt will be the near term trigger.

Thanks to the Team VP for such a treat. Kudos to all (Rohit-Ayush-Dhawnil-Kiran-Donald-Sandeep-Anant-Anil)!
Missed Hitesh in Action.

As Product/Services could not be touched and felt and business does not have a pricing power. Details about stickiness and mining of existing customer needs to be mined further to understand the organic growth drivers.

Generally clients have multiple vendor strategy and someone with better margins might offer a compelling price to snatch away the business.

1. It would be great if VP web could find a way to understand the REAL customers take for vendor like MPS. Why MPS? What differentiation does it bring on the table?

2. What SPS global and newgen are doing to maintain excellent margins?

Any thoughts on the above?

Disclosure : Invested and trying to practice assiduity!

Anybody tracking this company? The company is diversifying its clients and introduced his Own brand”Lord Walker” socks in Indian market. Also, the sales are improving marginally, although 14-15 reported low sales. I found a detailed report on the website
www.viratindustries.com/virat_website_development_final.pdf

Disc: Not invested, tracking