Reverse DCF for Kotak Bank after the recent fall

If an investor wants a return of 25% CAGR over next 5 years, then earnings growth required is ~16%

Note: This assumes PE of 20 after five years. Current PE is ~17

Many high quality companies are down more than 50% from their highs.

They have
Consistent high ROCE AND
Huge Capex AND
Very Low Debt

Clean Science
Indigo Paints
TCI Express
Sharda Cropchem
Shreyas Shipping

KPI Green Energy

This is a graph not of share price but of outstanding order book

Since March 2022

Increase in share price ~11X
Increase in Outstanding order book ~11.5X

Neuland Labs

Has recently become a negative net debt company

Diagnostic companies over the last three years have seen huge investments

Increase in gross block over last 3 years

Metropolis ~3.75x
Dr Lal ~3.14x
Vijaya ~2x
Krsnaa ~2x
Vimta ~1.5x
Thyrocare ~1.28x

Listed Solar EPC players in India

1. Oriana Power
2. Gensol Engineering
3. Sterling & Wilson
4. KPI Green Energy
5. Waaree Renewable Tech

Neogen chemicals is planning a massive capex and will soon have ~2000Crs gross block

Mcap of company ~4100 Crs

Mcap of chemical companies with similar gross block and ROCE profile is ~14200 Crs

Tijori finance - Just wow.

I just opened the Tijori platform after a long time. Pleasantly surprised by how much their product has evolved.

Screener, Tijori and Value pickr platforms are actually doing a service to investors in India. Respect!

KPI Green Energy

Number of shareholders have gone up 2X in a quarter, usually a sign of euphoria

You can track data like this on the aquaculture sector screen

Data of Ecuador shipments was released Tuesday night !

Biggest unlisted companies in India by market cap

TATA Capital ~4,00,000 Crs
NSE ~2,37,000 Crs
SBI Mutual Fund ~90000 Crs
HDB Financial Services ~89000 Crs
Nayara Energy ~56,000 Crs
Waaree Energy ~52,000 Crs

Not many people realize - Market Cap of Sun Pharma is higher than many global pharma companies

Its even overtaken mRNA vaccine producer Moderna recently

Sun Pharma ~$44B Market Cap
Moderna ~$42B
Takeda ~$41B
Lonza ~$41B
Bayer ~$29B
Teva ~$15B

Companies in Waste Water Management and their market cap

1. Ion Exchange ~6840 Crs
2. VA Tech Wabag ~6000 Crs
3. EMS Ltd ~2500 Crs
4. Jash Eng ~2300 Crs
5. De Nora ~1000 Crs
6. Felix Industries ~500 Crs

Companies in Waste Water Management and their market cap

1. Ion Exchange ~6840 Crs
2. VA Tech Wabag ~6000 Crs
3. EMS Ltd ~2500 Crs
4. Jash Eng ~2300 Crs
5. De Nora ~1000 Crs
6. Felix Industries ~500 Crs

Electricity Shortage In India by year

2001 ~11.8%
2015 ~3.2%
2021 ~0.4%
2022 ~1.2%

You no longer have to track multiple websites to check quarterly results for the stocks you hold. You can now get all the updates right on Console Timeline powered by Tijori.

Timeline is a chronological feed of key events and developments related to the stocks in your…

Infrastructure - Of all the companies in the sector , here is the subset which have consitently high ROCE

Have filtered on ROCE consistently > 18%, which is rare for this space. We found 16 companies

Biocon has made more investment in plants and machinery than Sun Pharma

But Market cap of Biocon is not even 1/10th of Sun Pharma

Net Block
Biocon ~34634 Crs,
Sun Pharma ~ 27892 Crs

Market Cap
Biocon 33,568 Crs,
Sun Pharma 3,56,001 Crs

Biocon has made more investment in plants and machinery than Sun Pharma

But Market cap of Biocon is not even 1/10th of Sun Pharma

Net Block
Biocon ~34634 Crs,
Sun Pharma ~ 27892 Crs

Market Cap
Biocon 33,568 Crs,
Sun Pharma 3,56,001 Crs