Last week Jiya Eco Products Ltd declared their Q4FY19 results. We attended their conference call to get better clarity into the numbers. Hereunder are the notable highlights: Full year volume numbers indicate continuing traction in sales of processed agri waste (now contributes +50% to overall volumes), but some slowing of…
Category: Investor relations
Jiya Eco Products Ltd. – Q1FY19 conference call highlights
We attended the conference call hosted by Jiya Eco Products Ltd (JEPL), on 10th August, to discuss their Q1FY19 results. JEPL is the only listed Indian manufacturer of bio fuels i.e., briquettes and pellets, from agri waste. With a manufacturing capacity of ~80k tpa of briquettes and pellets each, the…
Arihant Superstructures Ltd. – Q1FY19 conference call takeaways
We attended the conference call hosted by Arihant Superstructures Ltd (ASL), on 14th August, to discuss their Q1FY19 results. Arihant Superstructures Ltd., is one of the renowned affordable housing real estate developer, with significant presence in Navi Mumbai Metropolitan Region (NMMR) & Jodhpur. While you may want to refer to…
Bliss GVS – Q1FY19 conference call takeaways
We attended the conference call of Bliss GVS Lld held on 14th Aug, to discuss their Q1FY19 numbers. Attached herewith are the key takeaways from the call. Founded in 1984, Bliss GVS Pharma today has more than 33 years of expertise in Manufacturing, Marketing & Exporting of more than 250…
Learnings… from periodic earnings
On Friday, the investment fraternity was rattled by the news of an untimely demise of the young MD of a listed company belonging to a reputed industrial house. The MD succumbed to a cardiac arrest that evening. While the social media circles got busy mourning the sudden demise, a tweet…
If Tesla thinks this way, then…
Amongst the most common advice given, by most investors, to managements of smaller (or sometimes even larger) listed companies is “Please don’t focus on the stock price movement. Your focus should be on the business and the capital market will automatically reward performance”. Nothing really wrong in that… I guess.…
Hurdles you need to avoid, to be a successful marathoner – (Part 2)
In my earlier blog (read here: Part 1 ), i had written about why business mangers should focus on running a marathon (in the business context) instead of a sprint. Should you be wanting to run the business marathon, hereunder are some hurdles that you need to steer clear of. While the Nifty…
Business lessons from running marathons – (Part 1)
I took up to running only a few years back. When I started, even running 100 mtrs was a tall ask and it made me wonder if I could ever, in my life, run long distances. Thanks to a lot of my acquaintances who have been running for longer, I…
Just a ‘Well Spun’ story could make you miss the ‘Target’
Investors have often been at the receiving end of a story well spun (pun intended). Of course, stories differ from company to company. But the end result is the same, well almost – irreparable blow to management reputation, erosion in market value of the stock & loss of confidence in…