Cupid Ltd – Helping the world play safe!

Hitesh bhai, agree with your thoughts to some extent. I think mgmts are good with what they are doing. This doesn’t seem to be a poor business as of now :slight_smile:
If we look at past, company has done really well on several fronts…having been invested earlier too, I couldn’t have imagined them doing so well and scale up to current levels…kudos to the management!
5 Yr Sales CAGR is 35% and this doesn’t include the full impact of current year.
The margins are really good and profits have flown to bottomline in the past. Plus they payout good dividends too.

The problem here is that current nos are outcome of a large order company won in past so everyone has doubt on sustainability and because of this nos can be quite lumpy. Not easy to think what is the right way to value such a company. But if they can win such orders again, the stock may do better. Perhaps they need to have more diverse order wins and expand product basket.

Cheers,
Ayush
Disc: Invested in family accounts and clients.

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