I was talking about valuations from a future earnings growth perspective, not past earnings. Perhaps you might have missed the part about the earnings growth expectations inherent in the price (using reverse DCF)
Posts tagged Value Pickr
DDev Plastiks Industries – A Smallcap Gem (21-08-2024)
This is pretty good Aadhar. How can we get in touch for monitoring of other companies please?
Cera SanitaryWare Ltd (21-08-2024)
This can happen when the calculated entitlement is less than 1. I suggest you tender all your 18 shares, most likely they will buyback at least 1 share from each shareholder.
Route Mobile – Internet, Mobile & Telecom (21-08-2024)
Please have a look at the Free Cash flows of this company over the last many years. They are nowhere near their PAT levels. For all top performing stocks worldwide (outside new age companies), the common feature has been consistent growth in FCF. This is the reason that the stock is not moving in spite of big CAGR in profits etc
Glenmark Life Sciences (21-08-2024)
The most important part of the Q1 FY25 concall probably (besides calming the nerves on the GPCB notice) is this – Management says the new ownership is much more growth oriented and gives full freedom to make decisions, unlike before where the thinking was limited to what GPL wants out of GLS.
Oberoi Realty-A simple real estate story (21-08-2024)
Hi Reem,
Thanks for the analysis. Appreciate if you can share how you arrive at the #s.
My rough calculation is as follows:
Total built up area = 20262 sq m of land x 2.5 FSI (assumption) = 50655 sqm = 546000 sqft of built-up or saleable area.
Potential sales realization at 100% sale: 546K sft x Rs.26900/psf = Rs.1468Cr
Potential sales realization at 80% sale: Rs.1468 Cr x 0.8 = Rs.1175Cr
Operating profit (at 58% OPM) = Rs.681.5Cr for 80% sales realization
Translates to Rs.73.4Cr of sales/quarter for 16 quarters and Rs.43.6Cr Op profit/quarter for 16 quarters, on an average.
Being a novice, I may be missing something here. Appreciate if you can kindly clarify. Thanks in advance.
Piccadily Agro Industries Ltd (21-08-2024)
Notes
Demand is outstripping supply
Industry growth: 35% YoY CAGR
Single Malt (Indri) growth: 50% YoY
Indian market for single malts : 4L cases pa
Indri market share in India: 25%
Indri market share in the global single malt space: 12% (not sure if I heard correctly)
Margins for their existing portfolio of whiskeys: 15 to 18%
Margins for Indri (gross margin): “upwards of 70%” (45% EBIT is reasonable expectation given this)
Guidance for 25% margin for the whole year (I think this is for the whole company)
Indri capacity expansion – 12KLPD to 30KLPD
Ambition to take Indri to top 5 in the single malt space in the world
New products are going to be launched this year (Gin most likely?)
E2E Networks Ltd – Listed small Cloud computing player (21-08-2024)
Umm not really , if you’re getting a high multiple for the company dilution through equity makes more sense, debt is risking the balance sheet of the company. Also the multiple has no bearing on the valuations. Thats a very rookie way at looking at it, its doing an EBITA of 65 cr , very high chances it will grow 40% cagr for the next 5 years. Money is made looking forward not in the rear view mirror , iv been invested since it was a 70odd cr market cap company 
PMS Funds – India (21-08-2024)
Hi Everyone,
Does anyone have first hand experience in having invested in the well known PMS (Eg Abacus , porinju veliyath) and most importantly what the post tax returns are
Varun beverages fast growth duopoly business (21-08-2024)
Q1FY25 results indicate that high growth rates from domestic markets have topped out and at max they would do mid to high teens sales growth from here in domestic markets.
The Incremental high double digit growth would be coming from African markets where Mr. Market may not assign it a multiple of more than 60x on FY26e as it does for domestic focused consumer companies like trent,nestle,etc. since their per capita income would not be growing in the similar pace as of india though their population is growing by 3%.