Looks like this thread is quiet for some time now - I was going through the last 5 years balance sheet of the company and there are few observations - anyone who tracks it more closely can have answers.
- March is always subdued in terms of its revenues - every single year this can be observed - and the same time change in inventory is drastic - can someone explain this.
- Can someone share more details on JV with Heinz - I believe its a 50:50 but I need to understand what has Haldyn gained from this.I am asking this because at the end we need to understand what can drive the growth going forward - it has increased but not that way an investor would generally see.
- I am also not to happy about the operating margin which generally hovers around 9% - so this adds to the low revenue in last 5 years.
4.Also, could someone shed light on how are they placed compared to their competitors.
5.Their dividend payment has been consistent - but any idea about management and other related details.
Will share more details as I get going forward.
Not invested as of now.