Welcoem to posts!!
in the future - u will be able to do some more stuff here,,,!! like pat catgirl- i mean um yeah... for now u can only see others's posts :c
Dhabriya Polywood: Order update
The co just received orders worth 7.6 cr from:
M3M Group
Mahindra Group
Puravankara Group
Supply & installation of upvc windows & doors
Q1FY25 sales: 58cr
The company guides for 25% revenue growth for the next 3-4 years
Iâve already discussed the company here:
https://youtu.be/pmATvGOSXaM?si=nQcHx...
3 - 0
Car Trade: Good Results
From being ignored to delivering consistent numbers
A good business in the making. It would be very exciting to see if it can scale from this point.
That would be a real test of the business model.
Read the business.
6 - 0
Skipper: Excellent numbers with increasing margins đđ
The management always gives a super conservative guidance
Theyâve been guiding for 25%
And largely delivering twice the guided figure
This time they grew 43%
Lots of tailwinds in T&D
Skipper can grow at least 30% for the next 2-3 years imo
This is the magnitude of tailwinds in the sector
Excellent
Video will be out on Wednesday after I listen in to the earnings call
4 - 0
So Iâve the final poll outcomes from X & YT.
This will be my schedule for analysis:
Monday: IDFC First Bank
Tuesday: Bikaji & Mrs Bectors Food
Wednesday: Skipper
I included IDFC because Iâve been receiving constant DMs and comments for my view on the results.
So will be covering it tomorrow. Just saying that if youâre under huge losses from buying at ATH, please donât sell in panic on Monday.
Lots of negativity around the results on X. If youâre in for long term, stay put. Utna bhi kuch nahi hua hai.
Skipper to be done on Wednesday as itâll give me time to go through earnings call and give you all important information minus all BS.
Thank you for participating in the poll â¤ď¸
9 - 0
Poonawalla Fincorp. My final thoughts after listening to the earnings call đ
1. Management shouldâve indicated about this big ass provisioning. Just disappointing.
2. Arvind Kapil confirmed that the 666 cr provisioning was a one time hit.
Makes sense because they significantly improved their PCR 52% to 84%
His HDFC DNA reflects this decision
3. Co. would be investing 50cr for the next 6 quarters for their growth
This means operating leverage would largely be absent
4. AUM growth not to be impacted. Liquidity still not an issue.
5. Sounded bullish on LAP, gold loans and new product launches
But then again, its hard to take the management on their words now
6. Most importantly, if youâre incurring heavy losses, donât sell in panic on Monday.
But then DO NOT expect any relief over the short-term. Donât fool yourself thinking the stock would bounce back anytime soon.
The stock might just have begun to be a long-term pain in your ass.
6 - 4
Iâve received DMs on X & comments here on YT to analyse some companies.
Some frequently asked companies đ
Which company should I analyse next:
2 - 5
So I just asked some direct questions from HFCLâs management on their poor revenue growth for Q2
They blamed everything on Optic Fibre Cable market
OFC market is actually facing a slowdown, many companies confirm this
But the management itself indicated about this slowdown in Q1 before they said they expect 25% growth YoY
Something just doesnât add up
Their product revenue expectations still 2000 cr from FY25
Hopefully no change in that
But they are now refraining from giving any guidance
They just said that they will do well, a very subjective statement at this point
I will share what happened in the call in a video soon
0 - 5
HFCL
Slowdown in OFC demand is an industry wide problem
Many companies have reported it
The second one is not
Will update if management changes guidance
H2 has to be much much better now
4 - 0
Disgusting set of results by HFCL
Hardly any growth
Q2 FY25 revenue: 1024 cr
Q2 FY24 revenue 1019 cr
How come Tejas Networks growing its revenues significantly
What is wrong with HFCL?
All that talk from the management means nothing when they canât deliver
There has to be a strong reason behind such a poor set of numbers for HFCL
Just disappointing
Not sure how the management can achieve 25% YoY growth now in H2 after disappointing H1
Iâll be sharing my thoughts once I listen in to the management.
7 - 0
Ashok Vaswani also talked about stress in the Micro Finance segment
He is MD & CEO of Kotak Bank
Over leveraging was a major reason
Management after management indicating stress in MFI
People still hell bent on PB ratio for micro finance lenders, which obviously would look attractive in times of mayhem
Plus RBI is taking regulations on another level by asking lenders like Arohan & Navi Finserv to pause lending
People seem to be ignoring all these aspects
This is a risky investing approach imo
It would now be interesting to see which management first indicates that MFI stress is abating
This can take time though
But one should avoid making positions just based on current PB ratio
6 - 4
I just started uploading videos. I plan to give you the best equity knowledge that you wonât believe is free.