The current standalone capacity is reportedly sufficient to support a topline of roughly ₹600 crore. Given the current growth trajectory, the company appears well-positioned to hit this milestone within the next two years. This new Assam land acquisition seems to be a proactive move to build the infrastructure required for the next leg of growth beyond that ₹600 crore mark.
While the revenue growth remains steady, the primary trigger for a re-rating or a stock price move will likely be the mean reversion of operating margins
New Ventures: Margins have recently been under pressure due to the bleeding associated with new ventures/subsidiaries. Management has indicated that they intend to rein in these losses starting from this quarter. As these new segments stabilize or turn profitable, the consolidated margins should normalize, leading to significant bottom-line expansion.
Trying to understand this company. Revenue from new Printer sales is gogin down while revenue from servicing is going up. Is this not a red flag? If no new printers are sold, how can revenue from servicing will continue to grow?
I’m a beginner. Please let me know if I missed anything.
Does anyone have numbers about printers manufacturing capacity at each location, number of units sold (india and international), printer price over the years?
Last year - in the concall - Mr Shiv Kabra, had alluded to selling off their equity positions almost 40cr worth of their treasury.
So they said they will gradually sell it off, but the latest annual report shows they havent sold it, but rather they have bought some new stocks.
And to put it as nice as possible - genuinely problematic stocks? Not large caps, just microcaps and smallcaps. They also have a commitment to a CAT I AIF which invests into startups.
I understand that the business doesnt need as much money - they have 40crores in stocks, and 18crores in cash/bank FD. It is also a sufficiently cash generating business.
If you’ve been an investor for a while in this firm, what do you make of this?
But Most of stocks are Looks like Momentum based only …None of them seems value based ..In stead of this It would be better If company invests into Startups in similar sector company is operating into !!
I have seen a credit rating report by CRSIL today rating Control print availed loans when the company balance sheet says debt are nil. CRISIL has reduced the long-term debt rating to BB from A /Stable and with the suffix that issuer not responding when they are contacted by CRISIL to issue No default statements (NDS) for consecutive three months.
‘The investors, lenders and all other market participants should exercise due caution with reference to the rating assigned/reviewed with the suffix ‘ISSUER NOT COOPERATING’ as the rating is arrived at without any management interaction and is based on best available or limited or dated information on the company. Such non co-operation by a rated entity may be a result of deterioration in its credit risk profile. These ratings with ‘ISSUER NOT COOPERATING’ suffix lack a forward-looking component.’
When I went through the Annual report there, I could not locate any qualified opinion by auditor for any wrongdoings.
A quick look at screener makes me feel that control print moved to icra for ratings and discontinued crisil. When rating agency changes, I do see such ratings report. On 13th march icra rating report is filed and can be viewed at
It’s perfectly normal. When a company changes the rating agency, the existing agency issues report like that only, mentioning “Issuer not cooperating”.
I’m seeing different number under “Other current financial assets“ in 2025 Balance sheet vs 2024 Balance sheet for year 2024. Is this accounting anomaly or is there any reason for this?
If you go through the notes it’s the indirect advance tax payments that is the difference which in FY25 AR has moved to Other current assets instead of other current financial assets.
Market is skeptical to re-rate this stock due the investments made on new areas (Track and Truce, V shapes). CP Italy (V shapes) Inflection is dragging without a clarity. Mgmt. said in Q1FY27 concall that packaging execution problems still persists and guided for a breakeven in first half of FY28 postponing it from H2FY27. This is a niche area investment with a patent with themselves.
I see many competitors there in Track and Truce already. How can CPL take a sizeable market share in this segment? (Market share progress by Q3FY27). I read that this competitive space where company is trying to sell with the existing customers (Moat is lesser here)
How has the management walked the way previously? Please answer to this those who have been in stock for longtime and have experience with the management.
Nobody is having perfect anticounterfeiting solution for track and trace part as easily any trader can copy QR Code and print same codes on multiple products and user will find original only …First company who solves this problem will be ahead of other and can gain market shares ..
