swarubhadra

swarubhadra

Hoping FY 26 would be a better year for the bank, while the entire MFI business is struggling the bank had sensed the downturn and took CGFMU insurance cover benefits of this downturn will be reaped in Q1 around 140cr is expected to be recovered as insurance claim My thesis is current year will end with the figures of PAT of 220-230cr with PCR at 75% , GNPA at...

swarubhadra Updated 

FY24 EPS 21.11(Q4 EPS 6.4), PE 10 and Book value is 170 and PB 1.25 From Q1 of FY25 the company will post min EPS of Rs 6.4/Qtr, even if we consider 25% growth its annual EPS would be 6.4*4*1.25 = 32 Rs/share FY25 valuation at CPM of 212 would be EPS 32, PE 6.6, Book value 200 and PB 0.94 therefore as per FY25 estimation minimum price at which it must trade...

swarubhadra

Co will soon be Debt Free, Co has investments in various stocks (ex Canara Bank) Trading in a tight range and ready for a Breakout

swarubhadra

Stock is taking support at 164 levels and might easily reach 180 levels soon (10% potential)

swarubhadra

Company with 0 Debt , 1200cr Cash balance, has good MTM 1000cr+ profit in investments made, and even at lowest Operating profit levels the company can generate around 600cr Free cash flow Target - 230 to 240 +ve triggers - China Urea Ban, Buyback/Dividend (Since cash bal is >1000cr)

swarubhadra

As per mgmt SCI Land Asset should be listed within 15 days and Disinvestment will definitely be made by Year end, can expect a BEML like movement in this stock too

swarubhadra

BLAL is a proxy Real estate investment... The company owns 125 Acre in Bangalore, 400 Acre in Mysore, Flats and Apartments in Mumbai, Delhi, Kerala, Goa etc Currently @160 Rs/share * 4.17cr shares the total value of the company itself is around 667cr whereas, only the Bangalore land is worth more than 2400cr (20sites/acre * 1200sqft/site * 125acre *...

swarubhadra

BLAL is a proxy Real estate investment... The company owns 125 Acre in Bangalore, 400 Acre in Mysore, Flats and Apartments in Mumbai, Delhi, Kerala, Goa etc Currently @160 Rs/share * 4.17cr shares the total value of the company itself is around 667cr whereas, only the Bangalore land is worth more than 2400cr (20sites/acre * 1200sqft/site * 125acre *...

swarubhadra

Fundamentally good stock and Technically forming cup and handle pattern Breakout will take this stock to 90+ levels

swarubhadra

Buy for 1490 Target with 100 SL OPackaging stocks have been hammered a lot... with minor Debt Equity ration and good dividend yield results will be better

swarubhadra

BOPP and BOPET prices have bottomed out and also Asceptic and Flexible packaging sales are at ATH... its Enterprise value is as follows Year FY 23-24 Sales 15,000 EBITDA Margin 13.5% EBITDA 2,025 EV/E multiple 4 Market Cap 8,100 Debt ...

swarubhadra

When FMCG, pharma etc stocks are trading @50 times their current earnings and 10 times their current Market cap... How can their suppliers from packaging industry stocks trade @just 3 times their current earnings and 0.5 to 1 times their current market cap ?? 1. Hubli plant has commenced operation in this quarter which will boost topline growth 2. Good domestic...

swarubhadra

Dividend will always be paid in Jan month and this will be the trigger, min 4 Rs dividend expected as the debt service has increased As H1 has performed better than previous years H1, this will give a good move till 85 levels

swarubhadra

Q4 guidance will drive this stock ahead...Capacity expansion by 7000 Tonne Buy Range 240 to 250 Target 330 Timeframe 2 months (jan 2023)