Even at 8cr run rate the yoy growth will be 60%
Since revenues are slightly higher in h2 we cannot compare it with h2
Posts tagged Value Pickr
Srivari Spices and Foods Limited (01-09-2024)
Srivari Spices and Foods Limited (01-09-2024)
Yeah, they have guided for 100% growth. In the latest concall someone asked whether they are maintaining that 8cr run rate or improved that figure.
The answer for this is:
Definitely, we will try to improve. As of now, I can’t comment on this, but we are maintaining
that. Definitely, people, investors are not surprised, as already said in the many sessions and last
investors meet also, we’ll maintain the growth, the kind of growth you can see. We are
maintaining and we’ll maintain that. So, and I know my investors are very good at calculations,
they can calculate it, divide it by two and they can analyze that.
Its kind of mixed answer.maintaining 8cr and maintaining growth (100%)
If we take minimum of this then 48cr+
Hawkins Cookers : Is growth coming back? (01-09-2024)
Swiggy is food delivery service , what kind of service swiggy and hawkins does together
Srivari Spices and Foods Limited (01-09-2024)
That runrate is very old, they said that in around Nov. 2023. They completed FY2024 with 78 crores topline. Later the management guided almost 100% growth for a couple of years. Though I don’t know, I am expecting 60 crores topline in H1 2025 as ballpark figure.
Ola Electric – Full Stack EV play? (01-09-2024)
All amount in millions.
My base year revenue 33655. Which is TTM from Dec 23. I did valuation year ago.
I can provide excel. You can update latest number and get latest value.
Ola Electric.xlsx (246.5 KB)
Ola Electric – Full Stack EV play? (01-09-2024)
No, I am telling If you buy at 150 you will get CAGR return of 13.15% ( which rate I discount cash flow) every year for next 10 years.
In other words Stock will trade around 540 after 10 years.
Hero Motor – Leader in two wheeler (01-09-2024)
Or are they covering up for the very mediocre quality and build issues.
People are a lot less concerned about the issues and brand will get less hit when the issues are covered by waranty.
Samhi Hotels – Turnaround with Tailwinds (01-09-2024)
I found this one to be more comprehensive with good data points
Hidden Profit of ₹236 Crores Triggers SAMHI Hotels Turnaround?
Hero Motor – Leader in two wheeler (01-09-2024)
Ola base Warranty covers the battery for a period of 8 years or 80,000 kms whichever comes first. They are confident of their quality.
Ola Electric – Full Stack EV play? (01-09-2024)
Just because china has max global share of EV 2 W, I think this is nothing to do with business strategy of indian incumbents. Infact I regret not buying into these strong and clear head businesses couple years before when they were downtrodden because of EV saga…
Now this is real scary and reason enough for me to be cautious