I am confused, which RA exam are you referring to? The NISM one?
Posts tagged Value Pickr
AVG logistics stocks (30-05-2024)
Q4FY24 results- Very good results.
Press release
AVG Logistics Achieves 283% PAT Growth in FY24
FY24 Highlights:
Company had over 467 owned vehicles in FY23 and by FY24, this increased to 574, with an addition of 107 vehicles.
The Company expands its rail network with the addition of 3 new routes, bringing the total to 8rail
routes by FY24.
The company’s debt reduced from ₹112.74 Cr to ₹88.88 Cr in FY24, reflecting effective debt
management and improved financial health.
Company has declared the dividend to its shareholders consecutively for this year also at a rate of 12% on face value as compared to 10% in previous year.
Commenting on performance, Mr. Sanjay Gupta Managing Director & CEO, said,
With substantial year-on-year growth in revenue, EBITDA, and PAT, AVG Logistics is reaffirming its
commitment to excellence.
The award of the significant Indian Railways contract is a testament to our strategic long-termvision. Recent acquisition of a fleet of high-quality cold chain vehicles further amplifies our capabilities and demonstrates our dedication to providing top-notch services to our customers.
AVG logistics stocks (30-05-2024)
Q4FY24 results- Very good results.
Press release
AVG Logistics Achieves 283% PAT Growth in FY24
FY24 Highlights:
Company had over 467 owned vehicles in FY23 and by FY24, this increased to 574, with an addition of 107 vehicles.
The Company expands its rail network with the addition of 3 new routes, bringing the total to 8rail
routes by FY24.
The company’s debt reduced from ₹112.74 Cr to ₹88.88 Cr in FY24, reflecting effective debt
management and improved financial health.
Company has declared the dividend to its shareholders consecutively for this year also at a rate of 12% on face value as compared to 10% in previous year.
Commenting on performance, Mr. Sanjay Gupta Managing Director & CEO, said,
With substantial year-on-year growth in revenue, EBITDA, and PAT, AVG Logistics is reaffirming its
commitment to excellence.
The award of the significant Indian Railways contract is a testament to our strategic long-termvision. Recent acquisition of a fleet of high-quality cold chain vehicles further amplifies our capabilities and demonstrates our dedication to providing top-notch services to our customers.
Jagran prakashan (30-05-2024)
Frankly in my opinion days of publishing industry is getting over. Rationally think how many newspapers u purchase at your home daily ? All people are glued to their mobiles and read news their . So impact of newspaper going down, my dad was senior in news paper industry and I have observed this industry very closely. So for long term this industry won’t give spectacular returns
Jagran prakashan (30-05-2024)
Frankly in my opinion days of publishing industry is getting over. Rationally think how many newspapers u purchase at your home daily ? All people are glued to their mobiles and read news their . So impact of newspaper going down, my dad was senior in news paper industry and I have observed this industry very closely. So for long term this industry won’t give spectacular returns
TGV SRAAC erstwhile Sree Rayalseema Alkali (30-05-2024)
Posted very bad results , loss in this quarter also. Avoid caustic sauda sector till price don’t go up substantially. It can drift to 40 area .
Disc , not invested tracking
TGV SRAAC erstwhile Sree Rayalseema Alkali (30-05-2024)
Posted very bad results , loss in this quarter also. Avoid caustic sauda sector till price don’t go up substantially. It can drift to 40 area .
Disc , not invested tracking
Walchandnagar Industries | Return of a Golden Era (29-05-2024)
@Amnesiac - @Ghonarbochon has shared some notes which you may draw from.
If you are a number cruncher, then it make take 1-2qtrs more for you to feel comfortable.
If you are a storyteller, then you may be 1-2qtrs late already.
We are currently in the middle of a structural move in the company, and the void that it currently appears to be in, may not be easy to understand or explain.
2qtrs down the road - I feel the story will begin to reflect in the numbers. 3qtrs down, I am sure of it.
Find your approach, and take your seat accordingly.
Disc: Invested, and dreaming.
Karan’s small/micro cap portfolio (29-05-2024)
You’re right about December being a good quarter for seeds. However, last year’s 37% margin for Mangalam Seeds is still a head-scratcher. It’s interesting to note their similar slump in March 2022, which is when Kaveri maintained positive YoY sales growth. This suggests last March’s results might be an anomaly for Mangalam Seeds.
Here’s where the comparison gets tricky: Kaveri focuses on cotton seeds in central and south India, while Mangalam deals in grains primarily for the western region. A more relevant competitor for Mangalam might be Bombay Super Hybrid (BSH) which deals in vegetables. Unlike Mangalam, BSH achieved rapid growth through lower margins. This suggests Mangalam could potentially achieve similar growth by strategically adjusting margins, as long as they manage their debt effectively.
Overall, it seems Mangalam Seeds is in a similar phase they faced in March 2022, but with the added burden of higher debt. Their financial health depends on managing this debt while potentially adjusting margins for strategic growth. If they can navigate these challenges, Mangalam has the potential to excel.
Salzer Electronics (29-05-2024)
In Q4 call, Rev Guidance of 18-23% excluding the rev from smart meters. with 1% improvement in the margins.
Smart meters: Management confirmed that from 4M smart meters capacity they can generate 1000 Cr revenue at 100% capacity, ASP of SM is 2400-2700/-
They are planning to sell SM to AMISP who won tender from DISCOM’s & they have AMISP license too, so in future they may participate directly in the tenders.
Margins in SM segment could be ~15%, this can push over all margins upward.
Trails are underway and they are just waiting for orders from the AMISP’s to start commercial production in July, Revenue depends on the order quantum.
EV charger:
In 14 tests chargers are failed 1 test, which is communication related as per the Indian standards. Now Technology supplier making is incorporating the changes in the chargers to clear that test. There could be some delay in launching the chargers due to this issue.