Had a talk with the management about poor results. These were the answers:
1. Last year q2 they had few contracts from South, this time they didn have any contracts from the south because of monsoon.
2. In q2 for both last year and this year they didn’t get contracts from the western part of the country . This is a general trend as monsoons are strong.
3. Management sounded pretty positive about the next two quarters and future growth.
4. New contracts have already started from the month of October.
5. OPV deal is still in process and should be done by December.
Posts tagged Value Pickr
Duke Offshore – Hidden Gem? (16-11-2015)
Kaveri Seeds – Temporary thread for clarifications (16-11-2015)
Concall is available in researh-bytes
Tree house education and accessories ltd. – Potential candidate for improvement in RoE (16-11-2015)
Treehouse promoters pledging was only additional security for old loan .Sry, Regret the error.
NCL Industries – Resumption of growth? (16-11-2015)
I will try to find out.
NCL Industries – Resumption of growth? (16-11-2015)
Hi Sri,
Can you please answer following question about NCL homes?
Q.1 How many projects are underway in current quarter?
Q.2 What is the total demand from all those projects?
Q.3 What price are the bags being sold at, to NCL homes by NCL industries?
Q.4 How much cement was bought by NCL homes in last two quarters?
Kaveri Seeds – Temporary thread for clarifications (16-11-2015)
If the concall was actually at 2pm today, can someone please share the concall details that has sparked this massive sell-off at 2:50pm?
How I wish I listened to Basant Maheshwari about avoiding regulated sectors before investing in this type of a business! 
NCL Industries – Resumption of growth? (16-11-2015)
NCL Homes (Pvt.) Limited, also a NCL group company, looks after construction of residential complexes & townships.
It has completed a number of projects in the twin cities of Hyderabad & Secunderabad in India & is expanding its activity in the Indian state of Karnataka.
I feel being a group company it should fulfill its demand for cement from NCL industries itself. So we already are having a customer within home.
Thomas Cook India-Will it move like Warren Buffet Stock (16-11-2015)
ok ..what would you do if you are in the management’s place as the facts stand today (assuming you cannot turn the clock )
We have two bad options …which one do you choose ?
NCL Industries – Resumption of growth? (16-11-2015)
The article is dated 30th October. Today, 17 days after the article is published, the prices have only came down somewhat for most south cement companies.
Nagarjuna cement is still being sold at Rs 325/bag by online retailer in Hyderabad. In October it was being sold for Rs. 340/bag. The realizations are definitely lower than before.
So one shall be watchful but no need to panic yet. Things may improve if historical trends hold true and demand improves post Diwali till June.
Disclosure : – I hold NCL
Ajanta Pharma (16-11-2015)
Ajanta Pharma USA Inc. has launched Montelukast sodium oral granules in US market.
Approval was received in august.
http://www.bseindia.com/corporates/anndet_new.aspx?newsid=56ba66d2-4cd3-41a0-b4b4-718b9bd224b1