Thank you @StageInvesting for review and comments.
JBMA, Olectra - multiple posts by me on these threads. Basically EV Bus story, order book, govt push on reducing city pollution.
New Order : 1,021 [One thousand twenty one] Electric Buses and development of allied electric and civil Infrastructure. Approx value - Rs. 5,500 Crore
Orderbook - “These e-buses will clock over 32 bn+ passengers e-kms. With this order, the company’s robust order book now stands at 11,000+ electric buses in various stages of execution”
More details at: https://www.bseindia.com/xml-data/corpfiling/AttachLive/80e0a622-463e-435a-b541-840bf616a80d.pdf
Related news.
Disc: Invested about 2.5% o…
Good results, though topline slightly lower compared to Q2
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Result link:
Insulator division contributed higher profit and topline compared to previous quarter and it is a silent revenue earner too.
As of now valuation cooled down to 85.4 PE, PB of 11.5 and market cap of 11,243 Cr. crores (down 15-17 % from previous quarter.
Delivery numbers: Number of buses delivered in Q3 is 282 (high value orders) and they are targetting to deliver 400+ buses in Q4 to achieve 1200+ numbers. Tota…
Remsons - see the thread post on Company insiders buy tracker, concall notes, insider buy, future guidance on margins and revenue.
Dear Lovish @imurlovish ,
Since I did not analyse too closely, I dont have much insight on OPM variation quarter on quarter as I do not know much about seasonal variations, but only looked at annual change. As you can see OPM on annual basis, it grew from 4% to 10% TTM in 4 years and last year and consistent at average 10%. Also the company had first time con call in Q3 (this is aother bullish factor, I considered) to bring the story more clearly apart from presentations which they were doing …
Sigachi - came up on my screener for high growth, so rear view mirror based driving based on under valuation and reversion to mean. Not an investment candidate, but a trading candidate now.
Arkade Developers - Ultra rich are buying more, concall notes.
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