There is 5cr sales which could not be realized in this quarter due to invoicing issues. So the sales would have been around 240 cr. To asses how much this contributes to PAT, and if you take into account export incentives by govt which can only be realized with sales realization, it can boost PAT upwards by ~3 cr to make PAT ~ 33 cr. May be that is the reason management is trying to justify their stand.
Posts tagged Value Pickr
Torrent Pharma Ltd (21-10-2015)
Here Analysts are expecting 50mn$ for FY16 revenue. The icing on the cake is the margins which is expected 75%
Expecting more details from Concall for this quarter.
Kitex Garments Limited (21-10-2015)
Now, the other income , what exactly is this? Is this arising out of weaker rupee ? Can anyone explain please. Thanks
Torrent Pharma Ltd (21-10-2015)
Torrent’s reply to the Nexium approval question posted by exchange-
STL Global Ltd. (532730) (21-10-2015)
I’m from Mumbai too. I’ll try fixing up a call with the management in the coming week.
Regarding JV with the developer, do you have any idea about the deal structure? Is it revenue sharing or profit sharing or something else.
Also, if you can list some questions, from your side, to ask the managent, except regarding the project status.
I have these questions in mind:
Project Status (also status on the legal matter)
Deal structure
Revenue/profit expected and the time frame
Use of cash to be received from the project other than paying off the debt. To check if they are interested in sharing the same with minority shareholders.
Disclaimer: I have no positions currently. This shall be a high risk bet.
Torrent Pharma Ltd (21-10-2015)
dr reddy got the approval around three weeks back and couple of research reports came out which tried to quantify the sales for dr reddys.
the reports mentioned that dr reddy’s can have revenue of USD40 mn in 2H FY16 and arnd USD 60mn for FY17 from nexium.
Torrent Pharma Ltd (21-10-2015)
dr reddy got the approval around three weeks back and couple of research reports came out which tried to quantify the sales for dr reddys.
the reports mentioned that dr reddy’s can have revenue of USD40 mn in 2H FY16 and arnd USD 60mn for FY17 from nexium.
Somi Coveyor Belts (21-10-2015)
I looked at this recent BSE release where they talk about order inflow from L&T, Bhel & Thyssen for about 40cr a couple of months back –
This looks like a decent opportunistic bet
Any idea why they had a very average(IF NOT BAD) Q1? (whats the likelihood of that repeating again?)
Thanks,
Ravi S
V-Mart Retail Ltd (21-10-2015)
Yes, that perception has been hurting the stock, it hasn’t moved at all in last 1 year, despite posting decent set of numbers.
VMart mainly operates in Tier-II & III cities where online presence is lower, company mainly sells non branded products, has lower revenue per customer visit than what people who buy branded stuff from e-com usually pay for.
Hence, I expect VMart to keep growing at 25% cagr.
How much value will it get from market, tough to say!