Companies With First ever concalls OR Investor Presentations

Veefin

df51eea0-dc92-4d79-8cff-280fe534fcbc.pdf (969.7 KB)

3 Likes

**

P.E Analytics - Prop equity (SME Companies)

**

Business: Data and Analytics in real estate Industry.

PROPEQUITY_13052024185901_Final_TranscriptIntimation.pdf (nseindia.com)

1 Like

First Presentation by Delton Cables Ltd

2 Likes

First ever concall by DDev Plastiks

2 Likes

Delton Cables:
PBT excluding exceptional items stands at 35.1 m rs which is lower than PBT from exceptional items (stands at 48.3 m rs) in q4fy24. Tax paid in q4 is down 62% YOY.
Concern is, whether company is just trying to inflate numbers to make the most of current rally in power sector ?

Other concern is on trade receivables side. Total rev for FY24 is 4032.9 m rs and trade receivables are 957.6 m (almost 25% of total rev). TR in FY23 was 514.6 m.

Insights from forum would be really helpful around these concerns.

P.S. : Posting here, as there is no open thread on Delton Cables.

1 Like

First ever presentation by KMC Hospital back in March, results today!!

Disc. - Invested

Anlon Technology conducted 1st concall yesterday, Good insights about a SME company in a niche segment. Here’s the recording:

Transcript:
https://nsearchives.nseindia.com/corporate/ANLON_30052024131700_Transcript.pdf

Compiled some notes on the company, few months ago:

Anlon Technology Solutions Limited.docx (2.4 MB)

Latest Presentation:
https://nsearchives.nseindia.com/corporate/ANLON_28052024113647_IP.pdf

3 Likes

Very interesting business.
But small M cap and recently listed company.
The number of shareholders is less than 1000.
Any minimum quantity of stocks/ lot size ?

Ceinsys published its first ever Presentation, Enjoy:

https://www.bseindia.com/xml-data/corpfiling/AttachLive/fe34c2ec-0f33-48ca-9758-94f0e522d086.pdf

2 Likes

Lincoln Pharma came up with the first-ever con-call.
Sharing the details below

I hope you find it useful
dr.vikas