Trade Brains

DECEMBER 23, 2022

In addition, it has a considerable renewable energy portfolio. Similarly, Tata Power is foraying into renewable energy and is aggressively increasing its renewable energy portfolio. The company currently has a 30% clean energy portfolio, but it is aiming to have a 40-50% clean energy portfolio by 2025. Adani Power.

Distribution 105

Distribution Economics Portfolio Management 105

Trade Brains

FEBRUARY 18, 2024

The Department of Pharmaceuticals, Ministry of Chemicals & Fertilisers, Government of India has recognised the company as the “Medical Devices Company of the Year 2018” and has been recognised as the Largest Exporter of Medical Devices from India for six years in a row. Particulars/Financial Year Revenue (Cr.)

Planning 59

Planning Medical Healthcare Manufacturing 59

The Irrelevant Investor

MARCH 3, 2019

By Ryan Krueger At a 4% initial withdrawal rate, the odds of nearly depleting the portfolio are equal to the odds of growing it by more than 800% By Michael Kitces The most expensive fund in the top ten inflows for 2018 charges 15 basis points By Ryan Kirlin Smart is not a unique skill. That’s why so many smart people don’t outperform.

Asset Allocation 52

Asset Allocation Retirement Accounting Financial Market 52

Trade Brains

JULY 27, 2022

The company offers a comprehensive portfolio of ICT solutions for businesses in India under the brand name Tata Tele Business Services (TTBS). Further, it offers services like connectivity, collaboration, cloud, SaaS, security, IoT, and a wide range of marketing solutions. The Tata group was going to merge both companies in 2018.

Communication 113

Communication Engineering Media Government 113

Trade Brains

JANUARY 7, 2024

Financial Year Revenue (Cr.) 2018-19 ₹ 14,664.56 ₹ 517.27 Financial Year OPM (%) NPM (%) 2022-23 10.33% 3% 2021-22 1.31% -9% 2020-21 16.92% 8.10% 2019-20 15.31% -2.60% 2018-19 17.46% 3.55% Average (5 Years) 12.26% 0.61% Return Ratios The company’s RoE in FY23 was 3%, up from -12% in FY22, and the 5-year average was 0.25%.

Pharmaceutical 59

Pharmaceutical Medicine Medical Government 59

Trade Brains

MARCH 10, 2024

Particulars/ Financial Year Revenue (Cr.) 2018-19 ₹ 1,261.73 ₹ 27.73 Manufacturing costs were also kept under control, which helped margins improve, according to the financials. Particulars/ Financial Year D/E Interest Coverage 2022-23 0.08 Market Cap (Cr.) ₹ 12,796 Stock P/E (TTM) 71.46 Net Profit (Cr.)

Electronics 64

Electronics Manufacturing Engineering Accounting 64

Trade Brains

DECEMBER 25, 2023

Financial Year Revenue (Cr.) 2018-19 ₹ 459.02 ₹ 3.19 Financial Year OPM (%) NPM (%) 2022-23 15.32% 11.10% 2021-22 12.15% 8.84% 2020-21 11.93% 7.61% 2019-20 7.30% 5.81% 2018-19 6.54% 0.70% Average (5 Years) 10.64% 6.81% Return Ratios In FY23, the RoE was 17.11%, up from 14.11% in FY22. 2018-19 0.15 Net Profits (Cr.)

Planning 64

Planning Manufacturing Engineering Government 64

Trade Brains

FEBRUARY 11, 2024

Overall, the net profit of the company has increased at a CAGR of 9.58% since FY19 which is better than the revenue growth Financial Year Total Revenue (Rs in Crores) Net Profit (Rs in Crores) 2022-23 7,086.18 2018-19 5,591.22 crores was reported, constituting 3.42% of the company’s total loan portfolio. 2021-22 6,997.66

Government 59

Government Retail Portfolio Assets 59

Trade Brains

JANUARY 25, 2024

Transformers, switchgear, circuit breakers, network protection and control gear, project engineering, HT and LT motors, drives, power automation products, and turnkey solutions in these areas are all part of the company’s portfolio, which improves many aspects of industrial and personal life. 2018-19 ₹ 7,997.91 - ₹ 2,797.63

Planning 59

Planning Manufacturing Engineering B2B 59

Trade Brains

DECEMBER 15, 2023

Financial Year Revenue (Cr.) 2018-19 ₹ 1,399.79 ₹ -173.86 Financial Year OPM (%) NPM (%) 2022-23 7.78% 6.01% 2021-22 6.36% 2.93% 2020-21 5.53% 1.09% 2019-20 0.11% -18.64% 2018-19 2.23% -17.56% Average (5 Years) 4.40% -5.23% Return Ratios The RoE stood at 18% in FY23 as compared to 8% in FY22. Market Cap (Cr.) ₹ 4,221.98

Planning 59

Planning Manufacturing Engineering Sales 59

Trade Brains

JANUARY 11, 2024

Financial Year Revenue (Cr.) 2018-19 ₹ 45.85 ₹ 0.43 Financial Year OPM (%) NPM (%) 2022-23 34.00% 30.00% 2021-22 37.00% 31.00% 2020-21 38.50% 23.55% 2019-20 16.91% 9.11% 2018-19 15.44% 0.94% Average (5 Years) 28.37% 18.92% Return Ratios The RoE stood at 32.26% in FY23 as compared to 37.43% in FY22. Net Profits (Cr.)

Planning 59

Planning Manufacturing Government Accounting 59

The Big Picture

AUGUST 20, 2024

If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. Initially I joined to help them manage their equity portfolio. It provided the perfect opportunity to transition to Canyon Partners.

Assets 173

Assets Management Portfolio Taxes 173

Trade Brains

NOVEMBER 24, 2023

Financial Year Revenue (Cr) Net Profit (Cr) 2022-23 281.46 2018-19 135.25 Financial Year OPM (%) NPM (%) 2022-23 40.86% 38.20% 2021-22 39% 43.44% 2020-21 33.28% 39.24% 2019-20 19.74% 15.61% 2018-19 18.85% 24.82% Average (5 Years) 30.34% 32.26% Return Ratios The company’s RoE was 22.50% in FY23, down from 27.04% in FY22, a 16.8%

Planning 69

Planning B2C B2B Pharmaceutical 69

Trade Brains

JANUARY 28, 2024

Particulars/ Financial Year Revenue from operations (Cr.) 2018-19 ₹ 2,956.20 ₹ 228.75 It further indicates that the company is in a position to take additional funds for its expansion Particulars/ Financial Year D/E Interest Coverage 2022-23 0.09 Market Cap (Cr.) ₹ 21,870 EPS (TTM) ₹ 24.98 Net Profit (Cr.) P/E (TTM) 55.6

Manufacturing 59

Manufacturing Government Marketing Marketing 59

Trade Brains

JANUARY 1, 2024

Financial Year Revenue (Cr.) 2018-19 ₹ 867.41 ₹ 111.32 Financial Year OPM (%) NPM (%) 2022-23 25.98% 17.02% 2021-22 26.88% 16.29% 2020-21 26.58% 8.01% 2019-20 20.38% 10.51% 2018-19 23.18% 12.83% Average (4 Years) 24.60% 12.93% Return Margins RoE has decreased to 14.17% in FY23 from 14.39% in FY22. Net profit (Cr.)

Planning 59

Planning Transportation Accounting Pharmaceutical 59

Discipline Funds

JUNE 11, 2024

In fact, the outperformance of US stocks has been driven almost entirely by large cap US tech names and the “Magnificent 7” How worrisome is this and does it matter to your portfolio? As you probably know I am obsessed with the temporal based impact of everything in the financial markets.

Valuation 52

Valuation Marketing Marketing Risk Management 52

Yardley Wealth Management

MAY 18, 2022

Big picture, we are continuing to deploy the same core principles we use to help people invest across time and through various market conditions. Investors scared off by the likelihood of rising rates suffered for betting against the collective wisdom of the market.” inflation from 1927–2020.

Investing 52

Investing Investments Economics Portfolio 52

Trade Brains

OCTOBER 27, 2023

Financial Year NII (Cr) Net Profit (Cr) 2022-23 (Merged Entity) 16,963.00 2018-19 7,807.54 Financial Year Advances (Cr) Deposits (Cr) 2022-23 (Merged Entity) 1,78,685.1 2018-19 96,751.48 Financial Year Gross NPA (%) Net NPA (%) 2022-23 (Merged Entity) 6.21 Financial Year RoA (%) RoE (%) 2022-23 (Merged Entity) 2.89

Planning 59

Planning Transportation Retail Assets 59

Trade Brains

JUNE 14, 2024

Yes bank’s share price started falling eventually by 57% from its all time high of 404 from August, 2018 in the next four months. In 2017 RBI also found that Yes bank’s NPA were closer to rupees 8,000 crores but the bank declared it had only NPA’s worth rupees 2000 crores.

Banking 105

Banking Retail Accounting Assets 105

The Big Picture

DECEMBER 6, 2022

First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Clients 162

Clients Investing Investments Management 162

Carson Wealth

NOVEMBER 6, 2023

In 2018-2019, financial stresses and a slowdown prompted an about-face and led the Fed to eventually cut rates. In 2020 March, facing a deep recession, the Fed didn’t hesitate to take rates to zero and instill a series of aggressive measures to ease stresses in financial markets.

Marketing 96

Marketing Marketing Economy Numbers 96

Trade Brains

OCTOBER 13, 2023

Market Cap (Cr.) Net Interest Margins (%) 9.00% Net Profit Margin (%) 13.80% High FII Holding Stocks Under Rs 100 #5 – IDFC First Bank IDFC First Bank was formed in 2018 as a result of a merger between IDFC Bank and Capital First. Particulars Amount Particulars Amount CMP 93.95 10529 EPS 4.71 Stock P/E 15.35

Banking 105

Banking Financial Services License Retail 105

Trade Brains

JANUARY 22, 2024

In 2018, KPIT underwent a complex amalgamation with another IT Company Birlasoft. KPIT was then spun off as an independent Company, away from the CA firm. In 2002, the Company formed a technical collaboration with Cummins Engineering & IT Arm. In 2013, both Companies merged to form KPIT Technologies. Let us know in the comments below.

Planning 119

Planning Engineering Manufacturing Clients 119

Trade Brains

NOVEMBER 10, 2023

Note: Castrol India follows the January to December Calendar year for its financial reporting. 2018 ₹3,988.86 ₹708.36 Market Cap (Cr.) Calendar Year Net Sales Net Profit 2022 ₹4,841.54 ₹815.15 2021 ₹4,240.49 ₹758.09 2020 ₹3,058.95 ₹582.94 2019 ₹3,941.59 ₹827.37 This was due to an increase in lease liabilities, from Rs.

Engineering 59

Engineering Manufacturing Marketing Marketing 59

Trade Brains

OCTOBER 5, 2022

However, its net profit margin has decreased over a period of five years from 22.82% in 2018 to 18.20% in 2022. Some of the major products in its portfolio include switchgear, cables, lighting and fixtures, and electric consumer durables. Financials. Particulars Values. Face Value (?) Debt to Equity 0.07. ROE (%) 19.93.

Manufacturing 52

Manufacturing Sales Engineering Distribution 52

Trade Brains

MAY 22, 2023

Fiscal Year Operating Revenue Net Proft 2022 13,391 1,550 2021 8,958 746 2020 6,556 357 2019 7,248 472 2018 5,228 300 5-Yr CAGR 20.7% 2018 2,006 14.9 (net FY 2022 Annual Report The table below highlights the revenue and net profit growth of Varun Beverages for the last five fiscals. Fiscal Year EBITDA Margin Net Profit Margin 2022 21.2

Sales 52

Sales Manufacturing Distribution License 52

Trade Brains

NOVEMBER 20, 2022

These have been accredited with ISO 9001-2015, ISO 14001-2015, and 45001:2018 Quality certificated. Diversified product portfolio. Dixon Technologies – Financials. 2018 2841 60. Mar 2018 4.29 Mar 2018 19.33 Further, they have 6 research and development (R&D) centers in India and China. Mar 2019 4.29

Electronics 52

Electronics Manufacturing Medical Clients 52

Trade Brains

SEPTEMBER 24, 2024

SPI Cinemas (2018) In 2018, PVR made another strategic acquisition by purchasing SPI Cinemas, a renowned Chennai-based chain, for ₹633 crore. Originally founded as Royal Theatre in 1974 and later known as Sathyam Cinemas, SPI Cinemas was a major player in the South Indian market. Comment below.

Advertising 52

Advertising Food Sales Planning 52

Trade Brains

JUNE 7, 2024

The growth of retail investors has been fueled by several factors, including the rise of internet and smartphone penetration beyond urban centers, the popularity of investment apps, and the growing awareness of financial instruments. In 2004, Angel one expanded its offering by opening a commodity broking division.

Retail 59

Retail Wealth Management Education Investments 59

Trade Brains

SEPTEMBER 17, 2024

Additionally, we examine the impact of market trends, regulatory changes, and upcoming IPOs on these companies valuations and growth prospects. The article also addresses the challenges and opportunities investors face when navigating the dynamic world of unlisted shares in India’s evolving financial market.

Financial Services 52

Financial Services Electronics Valuation Taxes 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. Source: BLOOMBERG Source: Federal Reserve Bank of New York.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. Source: BLOOMBERG. . ILLIQUIDITY IMPACTS.

Management 52

Management Marketing Marketing Clients 52

Trade Brains

MAY 14, 2023

For the year ending March 2018, BEL earned ₹10,401 crores in revenues and ₹1,431 crores in net profits. The FY 22 was a prosperous year for the company, as they earned ₹15,368 crores in revenue and ₹2,400 crores in net profits. The company’s operating profit in the past 5 years has levitated around 20 percent and above. Happy Investing!

Electronics 95

Electronics Government Banking Sales 95

Investing Caffeine

FEBRUARY 1, 2022

With that said, I am always quick to point out that diversification in a portfolio is important (i.e., most people should at least own some bonds), even if bonds are currently very expensive relative to other asset classes (see Sleeping on Expensive Financial Pillows ). Source: Edward Yardeni.

Math 52

Math Assets Investments Investing 52

Trade Brains

SEPTEMBER 19, 2024

Company Overview Of Vodafone Idea Vodafone Idea (Vi) emerged in 2018 from the merger of two telecom giants, creating India’s third-largest mobile network. The company leverages its extensive spectrum portfolio to ensure reliable connectivity. Can Vodafone Idea overcome these challenges and regain its market position?

eCommerce 52

eCommerce Government Planning Portfolio 52

Trade Brains

AUGUST 2, 2023

The management has also been eying external opportunities lately to diversify the auto components maker product portfolio in areas beyond IC engines. In addition to this, any significant update from the company on product portfolio diversification will also have a long-term impact.

Planning 52

Planning Manufacturing Engineering Sales 52

Brown Advisory

NOVEMBER 12, 2019

But as often is the case, the boom turned into a financial market bubble and the price/earnings ratio of the NRI 350 Index (a broad index of non-financial stocks) at the end of 1989 was over 50x, compared to the S&P 500® Industrial Index at 15x. PORTFOLIO IMPLICATIONS Confidence is a fragile and fuzzy notion.

Investing 52

Investing Investments Assets Economics 52