February 9, 2024 Businesses include IP offerings across media channels (music, films, web series, short-format and TV serials), delivery platforms (digital and physical) and business models (licensing, advertising and retail). Business focus is to create IP and monetize the IP Performance track record In last 10 years, revenues have grown at a CAGR of 15% … Read more
November 11, 2024 In Q2, exports contributed 40% and domestic 60%. Overall domestic is pulling down growth. Exports is doing well. Domestic muteness is because of the competitive pressures. Overall management is transparent. However, quality of one downs are not as strong and seems not very well prepared. Unlike that analysts/ investors would bet hugely … Read more
February 1, 2024 Business areas contract research for clinical research and pre-clinical studies quality and safety testing for food and beverage industries newly launched electronics and electrical products testing services during Q4 of FY22 26% exports revenues and 74% domestic Performance track record Revenues increased at a CAGR of 11% and profits at 27% in … Read more
January 28, 2025 Continued volatile performance Lack of any real positive trigger Valuations continue to be attractive at 12x TTM P/E; similar to its historical average. July 24, 2024 LNG prices are stabilising providing boost to the Company’s performance, potential and management’s confidence. Given the low valuations of around 13x trailing PE and stability in … Read more
November 4, 2023 Incorporated in 2008, Kaynes is an integrated electronics manufacturing company. It serves varied sectors including automotive, industrial, aerospace and defense, outer-space, nuclear, medical, railways, Internet of Things and others It’s customers include both private and government In last 3 years, revenues have grown at a CAGR of 45% and profits at 112%. … Read more
July 19, 2025 Continued okayish performance in Q1 FY 2026 Growth is expected to pick from the 2nd quarter with start of the festival season along with impact of the lower interest rates and tax cuts last year. Private capex continues to remain muted with no particular visibility of pick up. Credit quality continues to … Read more
January 23, 2025 Q3 performance much below the expectations. Although the company had indicated for a muted performance, the actual seems much lower. October 22, 2024 Highly competitive and more competition is coming up. This is despite the fact the the Tire bead wire industry in India is just estimated at Rs 2,000 cr annually … Read more
November 24, 2023 Established Menswear Brand. Ventured into Boyswear but decided to exit in Q2FY24 due to lower margins and higher working capital requirement. Past performance track record – sales, profits and stock price grew at a CAGR of 12%, 11% and 9% respectively in last 10 years which is a lot below expectations (given … Read more
August 8, 2024 Q1 FY25 has been decent. Nothing exciting per se. Revenue growth has been good, margins continue to be on the lower side (EBITDA was at around 7%). Other than India lounge services, Company expects other services to contribute 20% of total revenues in the next 3-4 years. This segment is large (estimated … Read more