Results Update !!!

Vidhi Dyestuffs

Good Results. Short term gyrations do happen when the business models are revamped. But overall the results are good, the long term trajectory is solid and given what they are returning to shareholders as dividends, its very encouraging.

Aimco Pesticides

The bottomline is now showing consistency. This trend is improving the balance sheet dramatically. Good Work.

Panyam Cements

Although on the face of it the results might look a bit misleading but its important to understand the results. One should not ignore the strengthened balance sheet, sustained growth on the topline and ofcourse reduced pledge.

Orient Beverages

Good results. Expansion to kick in soon.

Pressman advertising

Good results with ever improving balance sheet.

DHP India

Not good results.

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49 Responses to Results Update !!!

  1. Naren says:

    Ace,some light on DHP too?

  2. Sam says:


    Your views on Vishnu Chemicals and Kerala Ayurveda please.


  3. sang says:

    Bro missing the update on vidhi dyestuff

  4. RightStock says:

    Hi Ace,

    I am not sure whether you have gone through this news item. FYI. Its looks exciting info for the investors.

    CyberTech Systems and Software is excited to announce the release of GeoShield C3 (on a CJIS Compliant Cloud) powered by Microsoft Azure Government, a cost efficient, CJIS compliant cloud based Real Time Crime Software Solution for Public Safety.


  5. Aravind says:

    Whats going on with DHP India, I guess the initial coverage theme you wrote was not what is panning out. So shall we exit or still hope for brighter days? Its more or less now a commodity play as the regulators are made of brass and the price of that going down is crucial I guess. Any way you have the final word, what say?

  6. Vandana says:

    Hello Ace!,

    Please put your views on Ortin labs and Valiant Communication.

  7. Rahul says:

    You are taking sugar stocks ?
    Technically and Fundamentally ??

  8. vinod says:

    Dear Ace,

    Yours latest views on Good Luck Steel Tubes. Upon searching i found “decent” in Mar and “dont track” in Sep


  9. Vishwanath says:

    Ace, your find Rajoo Engineer, had a great day today. Great volume and 10% rise in price. Thanks for identifying this stock, it brightened the day for many of us.

  10. SP says:

    Respected Sir, in order to diversify my investments; I was considering the option of gold and silver.. now that the prices have fallen significantly.. by any chance do you have an opinion on gold and silver at current prices?

  11. Respected Sir, Kindly give your openion on Take solutions. Thanks in advance.

  12. Yomi says:

    Dear Ace,
    Whats ur view on deccan gold at cmp.. Wanted to know do you hold same long term view post right issue, change in promotor holding and price fluctuation..
    Thanks and regards,

  13. Vinay says:

    Hi Ace,

    I need some clarity on aimco results. With respect to last year topline and bottomline both are less (and interest cost too.) for sep 15 qtr. For last 4 qtrs business saw a downward journey. But you are positive on the bottomline trends. Couldn’t understand why? can you put some light on this.


    • dont be….a bifr company that keeps churning strong profits is surely on the right path. when i speak of trend i mean this. once the company is out of bifr has enough cash for expansion, the growth will come with ever improving ratios too… one should also see how the other players did. i like what aimco did.

      • Vinay says:

        Thanks. I googled BIFR for more info. company gets interest subsidy but couldn’t get what are the restrictions on the companies in such cases? It will be helpful for ppl like us to understand how these things impact company revival.


        • try using google more will certainly help you hone your research skills. you can also google the blog for information on this. investors should try to help themselves on such issues… especially once there’s a start given on the blog

  14. RAVI says:

    In a interview Kenneth Andrade(Former IDFC MF head of investment) said that his favorite turnaround story would be a company whose sales are increasing/ consolidating with improving in balance sheet. This is the case for Panyam , V2Retail and Vidhi Dyestuff. Isnt it a great improvement.

  15. Sampat says:

    ACE, your valuable views on Transpek Industry as a mid cap chemical company for investment.

  16. Sanjay says:

    Sir, your views on Arvind Infrastructure.

  17. Prashant says:

    Dear ACEji,
    Cupid is 15x , closed at 323 today and too on day by day increasing volume:) .
    This stock making all targets look so small . With everything on right track am sure it will give you many more opportunities to post xx messages. 50x for this stock looks realistic now .

    I wish it will give opportunity for a 100x message in long run .

    Thanks & Regards,

  18. Roshany says:

    but need to wait for some correction!!!

  19. Rajiv K says:

    Respected Ace sir,

    Is there any target for Pressman you have in mind?


  20. Puru Ji says:


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