AGM ppt:
Very good conversation of Pratik Patel Sir.
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Really Great Interview.
Lot of doubts were cleared in this interview.
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You stopped updating this sheet ??
Great to see that Mr Damani has entered at around current valuation. This has given conviction to me for holding this stock for long time.
Water is becoming scarce day by day and hence the business has a decade long run way. Management is confident and experienced.
Infinite opportunities in this sector provided they execute well.
Just read the articles accross water treatment and processing sector and you can visualise billion dollar opportunities spread over decades to come.
Disclosure: Invested recently with a very very long term view and holding is 5% of my portfolio.
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https://nsearchives.nseindia.com/corporate/JASH_31012024124154_CAJASH30012024.pdf
Subject : Clarification in respect to false rumors about JASH Engineering Limited raising Rs. 500 crores
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https://nsearchives.nseindia.com/corporate/JASH_02022024153356_JASHBMOUTCOME.pdf
Q3 results are out and the numbers are promising. Revenues have increased
Q3 CONCAL
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Order Book has increased from 603 cr at the end of FY22-23 to 784 cr in FY23-24. Great Numbers. Lets hope this continues in this year.
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Who are the competitors to Jash Engineering? Specially the Water Control Gates wich contributes ~50% of its revenues.
Read the FAQ document on their website