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KnackChap

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41 minutes ago, KunjanPSD said:

Ab aisa samah aagya hai ki Zerodha bhi puchega ki kitna Laurus le rha hai tu ?

 

Aaj gira LL. I thought of adding, but will see movement just before results. 

 

Sona, OTOH, last 5 minutes main rocket ! 452. 

 

Got into BoroRenewables today. Couldn't get into Caplin. Have to see an entry. 

 

Cement stocks were a roller coaster ride. 

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20 minutes ago, Bird Bird Bird said:

Aaj gira LL. I thought of adding, but will see movement just before results. 

 

Got into BoroRenewables today. Couldn't get into Caplin. Have to see an entry. 

For LL, all I am looking for is growth in revenues and 30% margin being intact. Not really concerned otherwise. More important will be last 2 quarters of FY22 because that is when their new plants will fully go online and results of diversification in non-ARV APIs will start coming forward.

 

Caplin's numbers have been good for FY21, although I am not sure how much of their LATAM business can grow. I would like to see focus on domestic business. Q1FY22 results will be interesting.

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19 minutes ago, KunjanPSD said:

Gland toh already 18x tha (Mcap/sales).

Can't compare this with Divis.

 

I was comparing to book value. They were at 10x or so based on March data. 

I couldn't find any clear assets/liabilities on the Q1FY22 sheet, so can't calculate the current BV. 

 

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