India aims to build 100 more Airports
@rishi0755 wrote: Can someone create a thread on this topic, Main Players are GMR Infra TARMAT GMR is well known to everyone TARMAT Projects are 2017-11-07_1337.png989x806 97.1 KB If there is more...
View ArticleInnovative Tyres & Tubes Ltd
@harshitgoel wrote: Innovative Tyres and Tubes Limited (ITTL) is part of the reputed Innovative Group, one of the leading manufacturers and exporters of Bias Tyres in India, with experience of 20...
View ArticleGrauer and Weil Limited- 101 out of 100?
@Anirudh72 wrote: Offer Price = Rs.1600 crores The question in your mind: What do I get by paying up 1600 crores? Well, what you get is a business generating 70 crores of free cash flow every year,...
View ArticleToll highways collection companies
@rollnball wrote: since the NHAI is going digital… they are slowly handing out NHAI digital tags… which will be stuck on the window shields of the cars. so the amounts will be auto debited…also ppl...
View ArticleAnjani Portland - Comfortable MoS
@vivek423 wrote: image.png1950x756 185 KB Anjani Portland is a small cement manufacturer with presence in Andhra Pradesh. It is closely linked to the cement cycle, as is evident from its financials....
View ArticleJK Agri Genetics - Is this the desi Monsanto/Bayer?
@hrishikesh wrote: This is an undiscovered gem. Let me start with a brief synopsis: About the industry: The seed industry lies at the very core of the agro industry and it is becoming an increasing...
View ArticleMan Infraconstruction Limited - From Ports & Civil Infra to Real Estate...
@culvicks wrote: Tried searching VP forum about Man Infra but suprisingly no thread found, so creating a new one. Man Infraconstruction Limited (MIL) is a construction company engaged in the business...
View ArticleSUNDARAM MULTI -PAP ---branded name in printing and stationary
@NIRAJ_5761 wrote: SUNDARAM MULTI -PAP —branded name in printing and stationary. Nature of the Business: The Company designs, manufactures and markets paper stationery products exercise note books,...
View ArticleGanesha Ecosphere - Green Earth play
@vku369 wrote: Company Introduction (Taken from their site) Company has emerged as one of the leading PET- recycled RPSF manufacturers in India. We pioneered the manufacture of Recycled Polyester...
View ArticleBalmer Lawrie - a great opportunity to invest in a Navratna
@nkabra wrote: Value Investors, I opened a thread on Balmer Lawrie company… Balmer: Logistic business is bottom line driver, Tour and Travel segment is top line driver BLC’s expansion plans to provide...
View Article20 Microns - initial analysis
@ragsingh0305 wrote: Hi, I would like initiate a discussion on 20 Microns Ltd, a specialty inorganic chemical company. It’s a 190 crores Mcap company with annual revenue of 410 crores and has EBITDA...
View ArticleSecUR Credentials – unique service offering makes it a play on rising employment
@kaustubhkale wrote: SecUR Credentials (Securcred), is a small company that is listed on the NSE SME platform. It is a company into background check (BGC) industry. It is India’s first and only listed...
View ArticleSarda energy and minerals ltd
@kals111 wrote: SARDA ENERGY AND MINERALS LIMITED Sarda Energy & Minerals Limited (SEML) is one of the lowest cost producers of steel (sponge iron, billets, ingots, TMT bars) and one of the...
View ArticleGNA Axles-Poised for growth
@AKGupta wrote: Hi everyone This is my first company analysis here and I have much to thank the VP community for enlightening me about companies, sectors etc. GNA Axles has been listed for around a...
View ArticlePayment gateway companies like visa / mastercard
@rollnball wrote: went through interview of oakmark pf manager (interview by saurabh )…its an amazing interview Bill Nygren: “Value Investing Principles and Approach” | Talks at Google one of the...
View ArticleAmtek Auto +(JMT AUTO)- nclt case Ready to be resolved
@Acepace wrote: Positive points 1- Largest auto ancillary company in India and among the top 10 in the world as regards capacity. 2- Book Value is 5 times present share price. 3- Has a debt of only...
View ArticleLTCG @ 10% Budget 2018 FY19
@Gaurav_Agarwal wrote: DU71RZaU0AA-iOk.jpg809x375 98.8 KB I have copied this text from twitter cannot vouch, if it is correct. Posts: 115 Participants: 56 Read full topic
View ArticleVardhaman Textiles
@Harsh04 wrote: VARDHAMAN TEXTILES DATE – 02 FEB 2018 Industry : Over the last decade, the global textile and apparel trade has been growing at a CAGR (compound annual growth rate) of 5.6 %. In 2014,...
View ArticleOrient Green - Cash Flow Turnaround Story
@kapilgokharu wrote: ORIENT GREEN POWER COMPANY LTD Market cap as on 05.02.2018 on BSE is 803 Crore The company was incurring the huge losses in the past three four years. The Company came with IPO...
View ArticleJet Freight Logistics Ltd
@rushikesh.k25 wrote: Hey, I have been tracking this company since few days and it seems interesting to me and the sector also looks at a turnaround.Could not find a post hence starting a new post....
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