Ed tech won’t be a major part in overall scheme of things. Key factors to watch are there ARAPL RAAS which has no direct competitor as far as india is concerned. Grey orange is not focusing in indian market and its key markets include singapore ,EU and US. So as manufacturing activity gains pace in indian context, demand for more warehouses will boom and so will swell the order book for ARAPL. Key to monitor is there execution capabilities now. Its an 16 yrs old company now and they have witnessed few economic cycles now so hopefully they’ve learned from there previous mistakes.
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Does anyone have the Q4FY23 concall video ? the download link in website and exchange seem to be broken… It would be great if anyone has the concall notes also
affordable robotic.pdf (5.8 MB)
You can download the Concall from this and this also includes Investor Presentation.
The link from this document is only broken
Unable to upload Mp4 or Zip file.
Any idea how to do it?
https://www.bseindia.com/xml-data/corpfiling/AttachHis/43ca0764-e6a7-4db6-9772-bae42da1fa39.pdf
Company is guiding 50 X growth in topline in 5 years!!! thats huge!!
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We need to see the execution capabilities of the promoter and his team which is the most important metric to track in small caps. If they are able to execute and deliver then the market will surely reward. Till then it’s just the narratives and stories. These narratives must translate into numbers to have next leg of growth in stock price now. Fingers crossed and tracking closely.
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Did anyone attended the AGM held on 28th Sept 23 ? Would appreciate if someone can share the notes.
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anyone knows why their h1 nunbers are subdued historically
The management appears to be making desperate efforts to prevent the stock price from declining ahead of the upcoming rights issue. The stock has been undergoing corrections since its last peak, indicating an evident overvaluation. Following yesterday’s media release, it experienced a 7% surge. There are high expectations for the future performance of both ARAPL and ARAPL Raas. The fulfillment of management commitments remains to be seen, and only time will reveal their ability to deliver on these promises.
Here is a latest media release-
7739cfef-9c13-466e-b25a-744feccba92d.pdf (334.4 KB)
Disc- Invested a lower levels
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Have they announced the rights issue launch date? If so, when?
They are saying that the group is doing 200Cr annually. Does this mean this year they have achieved this figure. It was a guidance for Fy24. Wondering should they have mentioned in the article before declaring results?
Does anyone know why this company’s rating has consistently been flagged as ‘ISSUER NOT COOPERATING’? Why is the company not cooperating with the rating agency?
Hi is anyone planning to attend the AGM ? pls DM me
Is this not just a transfer between two family members - as per later filings?
Disc: Invested - but evaluating a potential exit
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You’re absolutely right, and I apologize for misreading the details. I’ll be removing this post shortly to avoid causing any confusion or misleading others. Thank you so much for pointing this out!
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https://x.com/mukesh634/status/1831740135899025837
Auditor had raised certain issues.
The X post does not make any sense. The attached auditor comments does not prove the poster’s surprising claim. The claim if true would be concerning but there is no proof.
Disclosure: Invested from lower levels.
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“Other Matters
The consolidated Financial Results include the audited Financial Results of subsidiaries, associates and jointly controlled entities, whose Financial Statements/Financial Results/ financial information reflect Group’s share of total assets of Rs. 23792.77 Lacs as on 31.03.2024, Group’s share of total revenue of Rs. 11400.39 Lacs and Rs. 16340.41 Lacs (consolidated revenue for 2024 was ₹163Cr ie total revenue was in subsidiaries) for the period from 01.04.2022 to 31.03.2023 and for the period from 01.04.2023 to 31.03.2024 respectively and Group’s share of total net profit/(loss) after tax of Rs. 216.13 Lacs and Rs.642.75 Lacs for the period from 01.04.2022 to 31.03.2023 and for the period from 01.04.2023 to 31.03.2024 respectively, as considered in the consolidated Financial Results, which have been certified by the management of the Company (in other words, not audited by us). The management representation letter (MRL) regarding financial statements/ Financial Results/financial information of these entities have been furnished to us and our opinion on the consolidated Financial Results, in so far as it relates to the amounts and disclosures included in respect of these entities, is based solely on the MRL and the procedures performed by us are as stated in paragraph above.”
No qualified opinion was given, so one can ignore such things.
Secretarial auditor complaints are self explanatory and seem minor at present.
Credit rating agency was not changed and debt is not cleared so why are they not cooperating should be asked to the management. Most of times they save money by ignoring the agency if new ratings have been given by a different agency.
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Hi anyone visited the AGM. It would be great if you can share the notes