Q1FY27 results Significantly below expected performance due to exceptional incident – fire at one of the key supplier in June. Excluding that Company claimed to be doing well. Operations as per Company are back to normal from July onwards. Q2 onwards, Company expecting a significantly better performance. Extremely bullish on two new models including one … Read more
May 16, 2025 Stock was recently listed in December 2024. The issue size was Rs 2,497.92 cr. It was a heavily subscribed IPO at 53x. IPO price was Rs 1,329/ share and it got listed at Rs 1,900/ share. Current share price is Rs 1,654/ share and mcap is Rs 28,372 cr. Jhunjhunwala family helped … Read more
August 10, 2026 During TTM, revenues have grown by 13% and profits have declined by 6% (due to war and related inflation). ROE last year stood at 8%. Company’s business has got good support from the continued strong growth in the domestic auto business. In the new energy business, Company continues to invest and is … Read more
January 27, 2025 Company contrary to general expectations actually is performing reasonably well. Its strategy of spending on brand, increasing focus on innovation as well as non decorative business seems to be working well. The growth is not that impressive primarily due to overall industry muted growth rates and nothing specific to the Company. Company … Read more
February 10, 2025 One of the two listed entities of DK Jain Group. The group has a long vintage since 1945 Lumax Industries (LIL) demerged in 2003 is into automotive lighting solutions. The other listed entity Lumax Auto Technologies (LATL) is into plastics, mechatronics and structural and control systems LIL contributed 46% of group’s revenues … Read more
January 30, 2025 Datamatics is a Digital Technologies, Operations, and Experiences company that enables global enterprises to deploy digital technologies to enhance their productivity and customer experience Q3 FY25 revenues mix Digital Technologies 41% Digital Operations 42% Digital Experiences 15% Geographical revenue mix during Q3 FY25 USA 53% India 23% UK & Europe 13% ROW … Read more
January 21, 2025 A small size typical IT services Company Company mentions to be working in all the exciting fields like AI, Big Data etc etc etc TTM revenues are Rs 134 cr with net profits of Rs 38 cr. Company is currently valued at around Rs 1,150 cr 77% revenues are from overseas and … Read more
February 4, 2025 94% revenues from payments business CC Avenue (POS, payment gateway), BillAvenue (Bill Payments thru Bharat Bill Pay System – BBPS), Go Payments (digital financial services to unbanked) 6% from platforms business A cloud‐based, E2E SaaS platform allowing corporates to do large scale online business, manage the back‐end (orders, inventory & logistics), allow … Read more
November 15, 2024 Erstwhile known as Indiabulls Housing Finance, Company is now owned majorly (33%) by the marquee institutions. Sameer Gehlaut is completely sold off. This Company like a typical Indiabulls entity had an erratic past. Was the darling of the market till ILFS crises and post that went into deep trouble. Reason – easy … Read more