Psp projects has sit on around 6000 cr market cap almost 2 year completed this order book so 3000 cr per year… margin 10-12% ebidta means 300 cr means PE ratio below 10 in future fy 26. i think in these market scenario these kind of deal best for investor and also past project and future continue projects feel proud as an investor… add some more share in past week…
Posts tagged Value Pickr
PSP Projects – Construction Company (18-08-2024)
Hello members… last order recieved company value around 650 cr…
Almost projects complete in 12-15 months
And near ahmedabad all projects so company capable to delivered in time… great value added…
I am from ahmedabad and investor in these company… project continue devloping by psp around here feel proud and faith in core strenth…
So pls share any members any negative clue for future outlook … pls share
Companies with 20%+ growth guidance for next few years (18-08-2024)
Sundeck’s reality guided for 30% sales growth and stated it is a conservative estimation.
Their Dubai reality project has good potential for two to three years.
They operate in luxury residential areas, which is a hot cake nowadays.
Please read the q1 25 concall transcripts for more clarity.
Have invested and biased views.
Rategain – Fast Growing SaaS Leader (18-08-2024)
I stopped tracking this since I sold it in Jan 2024, as i needed cash (it was a doubler for me). However, I wanted to revisit this again so went through its results and investor presentation today. Still looks like a solid business! It continues to be an innovation mindset based firm. Some of the key reasons that got me interested in this were opportunity for small to mid cap expansion, less competition, high margins, using money well for revenue accretive acquisitions (ex: Adara), TAM is huge (recently entered airlines also), asset light model, competent management which has been delivering good results. Price action wise also it seems like it underwent decent consolidation for almost 10 months with good support at 650 levels. Looks interesting ! Thoughts?
Results for the quarter ended 30 June 2024: Revenue grew 21% YOY and PAT 82% YOY
https://www.bseindia.com/xml-data/corpfiling/AttachHis/bb7235ea-fd05-4808-a515-6004603cef0a.pdf
The audio recording of the earnings conference call:
Investor presentation
https://www.bseindia.com/xml-data/corpfiling/AttachHis/8fa0fa0e-38cc-4755-8072-92f2bb46fcae.pdf
Hitesh portfolio (18-08-2024)
Hello hitesh sir, my query regarding psp projects…
Company topline continue grow inline projection… but bottom line disturb for last 4 qtr… promoter ps patel talk recovery in ebidta and pat… two major issue for bottom line low margin sdb surat and up projects… should we trust on promoter for future outlook …?
Nazara Technologies (18-08-2024)
Thoughts on 300 ebita target in next 2.5-3 years ?
Shakti Pumps – solar shakti (power)! (18-08-2024)
Ah I see. I somehow didn’t pay attention while reading this. This actually feels better for the Kusum C scheme overall as there won’t be any monopoly. Let’s see how superior technology of Shakti pumps make a difference here. But since pumps will never need to run more than a few hours per day, it should not be making a big difference.
Shakti Pumps – solar shakti (power)! (18-08-2024)
This is from the Q1 FY25 concall. So, they have competitors in the on-grid solar pump market. But Shakti has better technology & products than their competitors and have protected their product by patents.
Shriram Properties- growth ahead? (18-08-2024)
Q1 25 was a subdued quarter for the company due to external factors. They are still maintaining the whole-year guidance of 5.5 mn sqft/3500 apartment handover.
Vishnu Chemicals – Is Growth sustainable? (18-08-2024)
Financial Performance and highlights from the Q1, FY25 investor presentation.
Q1 FY25 Highlights
- Operating Revenues: ₹338.8 crore, a 13% increase year-over-year (YoY) from ₹300.7 crore in Q1 FY24.
- EBITDA: ₹55.6 crore, up 9% YoY, with a margin of 16.4%, slightly down from 17.0% in the previous year.
- Profit After Tax (PAT): ₹30.5 crore, a 6% increase YoY, with a PAT margin of 9.0%.
- Production Volumes: Achieved all-time high production volumes, indicating strong operational efficiency.
- Sales Mix: Balanced domestic and export sales at a 50:50 ratio, with a notable increase in sales volumes for Barium Chemicals by 11.1% YoY.
Comparison with Previous Quarters
- Sequential Growth: PAT has shown growth for the last two quarters, with a 10% increase from Q4 FY24 (₹27.7 crore).
- Cost Management: The company has managed to increase the realizations of finished goods to offset rising freight and raw material costs, demonstrating resilience in its business model despite external pressures.
Future Prospects
Market Trends
Vishnu Chemicals operates in sectors with promising growth drivers, including:
- Industrial Growth: Increasing industrial activity in India is expected to drive demand for performance chemicals, particularly in pharmaceuticals, automobiles, and construction.
- Demographic Shifts: The expanding middle class in India is likely to boost consumption across various sectors, further benefiting the company’s product lines.
- Premiumization: There is a growing trend towards premium products, which aligns with Vishnu Chemicals’ focus on quality and innovation in specialty chemicals.
Strategic Focus
- Innovation and R&D: The management emphasizes continuous improvement and innovation, which is critical for maintaining competitive advantage and expanding market share.
- Geographic Expansion: The company is actively exploring new markets, particularly in Barium chemistry, which could enhance its revenue streams.
Disclaimer: Not invested, Tracking only. Not a reco., to buy or sell.