SmallCap Hunter : Trying to find the dark horses with triggers

Kindly Ignore the deletions done by mistake earlier.

Cash Flow Observations:

  1. Cash from Operating Activities (CFO):

• Significant improvement in CFO from March 2021 (₹2.25 Cr) to March 2024 (₹12.55 Cr).

• A notable increase in profit from operations, from ₹3.12 Cr in 2021 to ₹13.56 Cr in 2024.

• Working capital changes have negatively impacted CFO, especially in 2024 (-₹22.96 Cr), which suggests the company might be tying up more funds in receivables or inventory.

  1. Cash from Investing Activities (CFI):

• Investing activities show consistent cash outflows, with March 2024 recording a significant outflow of ₹18.13 Cr. This is primarily due to fixed asset purchases (₹11.58 Cr in 2024).

• This indicates the company is actively investing in expansion or upgrades, which could be a positive sign for future growth.

  1. Cash from Financing Activities (CFF):

• Inflows from financing activities were strong in March 2024 (₹19.87 Cr), mainly driven by proceeds from borrowings (₹17.04 Cr). This suggests the company is leveraging debt for expansion or operational needs.

• Debt repayment is also evident, indicating the company is managing its obligations.

  1. Net Cash Flow:

• Net cash flow turned positive in March 2024 (₹10.81 Cr) after being negative in previous years, indicating an overall improvement in liquidity.

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Key Insights and Considerations:

Positive Cash Flow Trend: The improvement in operating cash flow and net cash flow reflects better financial management and operational efficiency.

High Borrowings: The rise in borrowings highlights a reliance on debt, which must be monitored to ensure it doesn’t overburden the company.

Capex Focus: Substantial investments in fixed assets indicate a focus on growth and capacity expansion, but it’s crucial to ensure these investments translate into revenue growth.

Corporate Governance: Since this is a micro-cap company, evaluating the transparency and governance practices is essential.

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