And just to clarify before people start posting
"Rocket Emojis with to the moon tags"
this business wouldn't hit 3lk cr market cap in next 3 yrs but it can steadily compound at 25-30% YoY for next 10 yrs
At 25% CAGR over 10 yrs, you get a 10 bagger
Keep expectations in check.
Lets talk results #lauruslabs
— Tar \u26a1 (@itsTarH) July 29, 2021
Always zoom out and view the results, never take a QoQ approach.
Here is how Sales, Op.Profit and PAT looks like when you zoom out.
The upwards trends continues.
No business will move linearly up or linearly down. pic.twitter.com/O9UUt1rEE5
More from Tar ⚡
Market always moves to the cheaper alternative, slowly at first, then all of a sudden.
As more and more companies look towards the ESG factors, IEX would be a potential beneficiary.
— Kharanshu Parikh (@Kharanshu) August 7, 2021
Source: Suven Pharma\u2019s Annual Report
\u2066@itsTarH\u2069 pic.twitter.com/sRdMIAMaVP
ROCE 1 Yr: 32.7%
ROCE 3 Yr: 24.8%
ROE: 27.4%
ROE 3 Yr: 19%
Op Margin: 28.4%
Reserves: 32% of Current Market Cap
Debt: Nil
Profit CAGR 3Yrs: 54%
Debtor Days: 15
Inventory Turnover > 5
CFO YoY Increase : 160%
Some of you got it correct. Its Anjali Portland.
The company just acquired another cement company that will double the total sales immediately.
https://t.co/2xVnpJapPy
The acquisition was financed by adding debt, so interest costs from next quarter will go up but still great!
For a company that operates in a cyclical sector like cement!
What I liked is that the company was able to maintain the balance sheet and margins even in a down cycle.
With real estate sector reviving, this can be a great bet from here.
No recommendations, just an observation.
Market started re-rating the stock as soon as they announced acquisition.
Someone did some work on details of acquisition, sharing the thread
@drprashantmish6 @Investor_Mohit
— Arun Choudhary FCA (@YOUNGBRUJ) July 9, 2021
1) Information on cement sector in India
India at 550 MTPA is the 2nd largest cement producer globally. Expected to move to 650 MTPA by 2025E pic.twitter.com/GqtcSk03TU
More from Lauruslabs
Haters are gonna hate, but IMO, this is the best opportunity to start pyramiding and make it a well sized holding.
A trio of patterns coming together, has one of the highest success rate!
Double Top Buy, T20 Pattern - Bullish & Super pattern - Bullish above 477.81! https://t.co/SqzkTyb9wx
LAURUSLABS
— Saket Reddy (@saketreddy) December 17, 2020
There was no entry in Oct as the stock didn't close above 340.
Don't chase & don't buy it for short term.
Now, DTB above 348.15 daily close (Now trading at similar levels).
Wait for close above it or check if it's above the trigger price after 15:20 and enter. https://t.co/vh5hZpjJER pic.twitter.com/EprcgeLSqb