Results !!!

Sankhya Infotech

Very good results by the company. The earnings are improving every quarter. As the management had indicated, the company is set to raise money by issuing further equity. Hopefully by this AGM, the company would decide on the new allottee.

Gujarat Themis

Steady results with minor growth.

God Bless !!!

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31 Responses to Results !!!

  1. Hi Ace , Sankhya has raised money last year as well. Further equity dilution is not a concern ?


    Is raising future equity good or bad for the company ? How is the process carried out ?

    Like if the total outstanding shares for sankhya were 100 and I owned 10 shares my percent was 10 percent . So now if the number of equity shares changed to 200 my percent would decrease to 5 ? Or would it be like stock split ?

    • not sure what you mean by future equity…. if you talking about sankhya, i beleive they would go for warrants/preferential allotment. what we want to know is the price and to whom they are allotted. in equity dilution the holding is obviously diluted but the price is not affected.

      • Roshan says:

        I think people are forgetting the perks of raising capital and looking at short term view ..issuing fresh shares can strengthen the balance sheet and also giving them to strategic partners can improve their business prospects ..equity dilution happened in case of v2 retail too but their Growth far out grew the dilution

  3. sukant says:

    whats your view on tokyo plast?

  4. Anish says:

    Ace Sir, your views on stl global ? i always look at company with debt reduction and this is fitting my criteria ?

  5. Shailesh says:

    Hello Ace,

    How do you find muthoot capital for next 3 to 5 years, it has become a multibagger for some, but promoters are selling some quantities so I was a bit concerned, the market cap is too small as compared to bajaj finance so they might have a good headroom for growth, as they too do cross selling of their products like bajaj finance, can this too can go bajaj finance way in long term, please share your thoughts…

    Best regards,


  6. rupan says:

    sir you generally mention good dividend by bsl as an important thing for liking but never mention so for pressman advertising. pressman gives very attractive dividend though story didn’t unfold the way we all expected

  7. Chandrika says:

    Sir, your view on Titan Biotech?

  8. pradeep K says:

    Dear ace,

    your views on ESS DEE Alluminium ltd.

    Thanks in advance

  9. Guy Spier says:

    Hi ace
    What’s ur views on rmg alloy steel?
    Interesting disclosure promoter change happening with welapun group taking stake, debt reduction happening through preferential equity and high expansion capex lined up…

  10. Manoj says:

    Dear Ace
    Your views on Abfrl please.

  11. Roshan says:

    Sir one doubt I had regarding sankhyas result ..during that quarter rupee depreciated sharply y is that there was no gain from forex ??

  12. 26GR says:

    Views on Sirca paints?

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