DHP India – Three Times In 2.4 yrs !!!

Congratulations to all the investors of DHP who have more than tripled their money in less than 2.4 yr. Great going.

God Bless !!!

Posted in Stocks | 8 Comments

Aimco Pesticides – Four times in 2.5 yrs !!!

Congratulations to all the investors of Aimco who have  more than quadrupled their investments. As expected, the compounding is much faster now on back of re-rating.

God Bless !!!

Posted in Stocks | 62 Comments

Aimco Pesticides – Three times in 2.5 yrs

Congratulations to all the investors of Aimco who have  more than tripled their investments. For the disillusioned it may sound a slow mover but i think if the earnings trend are any indication, it appears its time in the sun has come. Hopefully, the earnings expansion, along with PE expansion would herald a much faster compounding.

God Bless !!!

Posted in Stocks | 57 Comments

Results Update !!!

Aimco Pesticides

Stellar results (ofcourse ex-other income). Its time in the sun has come it seems. A growth stock backed by the strongest balance sheet in the sector and still available at single digit PEs. A mere PE re-rating will make is a multi-bagger from here. Looking at the pending buy orders on UC, it looks it has grabbed eyeballs of bigger players. Sit tight for the joyride.

Katwa udyog

Decent set of numbers by the company and declaration of dividend is positive. Though the numbers are dented by one time unexplained exceptional items, the expansion underway is going to aid growth in future.

Waterbase

Subdued set of numbers.

Freshtrop Fruits

Decent set of numbers though erratic operational efficiency of their food processing division is disappointing.

Wanbury

Inconsistent set of numbers.

Orient beverages

Decent set of numbers.

Sanjivani

Nothing new here, sad sate of numbers continue. Its now an NPA, so the recovery would be delayed.

Panyam cements

Subdued set of numbers along with a note 3 that I am not sure about.

V2 Retail

Good set of numbers continue. The story is shaping up very well.

Vidhi Specialty Food Ingredients Ltd.

Good set of numbers from Vidhi.

Prima Platics

Good numbers from the company. The company has again increased dividends this year and incurred a Capex of over 30cr with just 5cr debt on its balance sheets, which speaks volumes about its cash generation capability. Furthermore, the company has commenced three large expansions in the last two months, indicating the numbers would get much better in the near future. One of the most stable wealth creator. Great going.

Associated Stone

Good results by the company overall with increase in turnover and profits.

 

God Bless !!!

Posted in Stocks | 29 Comments

Results Update !!!

Sankhya Infotech

Very good results by the company especially if one considers the fine print. Blockbluster PAT as per the notes, along with rising revenues, especially the defense revenues makes the story exciting now. Great going.

Garware wall Ropes

Good stable set of numbers by the company with ever improving balance sheet. Here is the press release.

Simmonds Marshall

Decent set of numbers.

Liberty shoes

Decent set of numbers.

Ambika Cotton Mills

Very good results by Ambika. Good going.

God Bless !!!

Posted in Stocks | 38 Comments

Results Update !!!

JHS

Very good results and more importantly as management guided, they are in black in this FY. Good management commentary too.

DHP

Good results by the company.

Cupid

Slightly subdued set of numbers but management confident of future as mentioned here.

God Bless !!!

Posted in Stocks | 31 Comments

Results Update !!!

Sahyadri Industries

Very good numbers by the company especially on operational front along with improving balance sheet.

Singer India

Average numbers by the company though a strong domestic appliance business continues to be exciting.

Pressman Advertising

Average set of numbers for the quarter, though for the year its pretty good thanks to last quarter. One needs to see if last quarter’s numbers can be replicated in the coming quarters.

God Bless !!!

Posted in Stocks | 7 Comments