Hi Keshav,
Thanks for sharing note. Just one correction. Employee strength has increased from 216 in FY15 to 380 in FY16 (not 260).
Thanks Nirav, It was a typo. 
Embarrassing to see today price action after the post.
1 Like
Patience has finally paid off after holding this for a long time.
Anyone know what is the exact trigger for this sudden massive buying interest? As usual canât find any news about this
Disc: Long. has now become the third largest holding in my pf after the recent runup
proposal to consider issuance of NCDs has been the trigger for the last 2 days as that will increase the leverage in the balance sheet and bring it closer to that of a normal NBFC structure.
yeah absent any other news I suppose youâre right. However theyâve been saying this for a while now that theyâll raise the debt levels and leverage up. Well, I guess the market just woke up!
It is rising on very thin delivery volumes. Someone wants a decent exit it seems.
No holding
Its unbelievable that its 3 folds in 3 months, it stayed at same price for 3 years. Trying to make sense of what market is liking about it now.
Operators are working on this. Need to be careful
Some investment advisor on twitter was talking about this NBFC as the cheapest among the lot & a potential doubler, couple of weeks back without naming the stock openingâŠHe also recommended it to their clients more then a month ago !
Disc: Not invested.
Sandip
but the point to think about it is how many quarters away are we from seeing that turnaround/ growth in the results? I am also trying to find an answer to that.
Company has released its half yearly earnings. Earnings seems good on all the parameters. But I could not find investor presentation and numbers for Gross and Net NPA!!
Yesterday promoters (CAPRI GLOBAL HOLDINGS PRIVATE LIMITED) have bought 1356248 (0.77% of total equity shares). There current holding is at 73.92%, adding recent buy it goes to 74.69%. Additionally, couldnât find subsequent sell order for equivalent quantity from other promoters/institute/major stakeholders indicating buy is from open market as oppose to equity changing hands within promoters/institute/major stakeholders.
Insightful views would be highly appreciated. ThanksâŠ
Disc : Invested.
4 Likes
Results are out and seems like numbers are improving,
Disc: Invested, but very little
Was thinking of buying the dip. Appointment of Deloitte as auditor for this fiscal had allayed fears of corporate governance. Stock was in downfall despite good results. 35% CAR, plenty of opportunity to leverage, recently raised funds, trading near book value, expanding retail book in home lendingâŠ
All my ducks were lined up⊠but
Today CGCL announced its appointment of Rajesh Sharma as managing director.
Now I wonât touch it with a bargepole.
Animals donât change stripes, The guy was always lurking around waiting for people to forget
I always felt that Capri was acting as a front for Rajesh Sharma
Was going through FY18 Annual Report. By any chance - does anyone know how and where does this 11cr of advertisement income come from?
Disc: not invested
2 Likes
good growth
Jan 2025 ppt notes
Aum 20662 19272 in Q2
Roa2.8 from 2.3 Q2
Roe 12.6 from 9.8Q2
Branch count 1066à„€ +147yoy 69qoq
Car loan location 788 TO 811 31 states and UT
GOLD LOAN BRANCHES 758à„€ TO 776 FROM 9à„€ STATES TO 12 STATES
INSUARANCE FEE INCOME H1 WASC25 CR 9 MONTH FEE IS 38.9 CR ONLY Q3 IS 13.9 CR
FULL FY TARGte wS 40cr
Margin and yeild increased in gold and housing
Q312.9 Q212.6 Q3à„€ 24 was 12.7à„€ Housing
Goldà„€ 20.6à„€ Q219.2à„€ Q3 fy24à„€ 18.7
Overall spread increase to 7.3Q2 was 7% Q3 24 was 6.4%
ROE Q3 12.6 QOQà„€ 9.8à„€ YOY 7.3%
ROA Q3 2.8 QOQ 2.3 YOY 2%
Not invested only study