Wealth Solitaire
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𝐋𝐓 𝐄𝐥𝐞𝐯𝐚𝐭𝐨𝐫 𝐂𝐌𝐏 𝟐𝟐𝟎 𝐓𝐡𝐞 𝐨𝐧𝐥𝐲 𝐥𝐢𝐬𝐭𝐞𝐝 𝐄𝐥𝐞𝐯𝐚𝐭𝐨𝐫 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 Currently mainly doing B2G and B2B But, recently acquired Ricardo Elevators, which is a 𝐬𝐭𝐫𝐨𝐧𝐠 𝐩𝐥𝐚𝐲𝐞𝐫 𝐢𝐧 𝐇𝐨𝐦𝐞 𝐄𝐥𝐞𝐯𝐚𝐭𝐨𝐫𝐬 (𝐁𝟐𝐂) - Home Elevators is a 2000Cr market seeing much stronger growth than traditional elevator market - This is a brand play which entails higher multiples ✅Ricardo’s 𝐦𝐨𝐧𝐭𝐡𝐥𝐲 𝐨𝐫𝐝𝐞𝐫 𝐢𝐧𝐟𝐥𝐨𝐰 𝐫𝐮𝐧 𝐫𝐚𝐭𝐞 𝐚𝐭 𝟔𝐂𝐫 ✅𝟏𝟖+ 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐜𝐞𝐧𝐭𝐫𝐞𝐬 𝐚𝐜𝐫𝐨𝐬𝐬 𝐈𝐧𝐝𝐢𝐚 𝐄𝐱𝐩𝐞𝐜𝐭𝐢𝐧𝐠 𝐬𝐭𝐫𝐨𝐧𝐠 𝐬𝐲𝐧𝐞𝐫𝐠𝐢𝐞𝐬: LT’s R&D, Manufacturing , execution capabilities + Ricardo’s product range, Brand and retail presence Video below gives a gist of Ricardo (it’s a bit dated) ___________________________________ Massive expansion: LT has plans to expand its manufacturing facility to 𝟐.𝟓𝐱✅ 𝐨𝐟 𝐢𝐭𝐬 𝐜𝐮𝐫𝐫𝐞𝐧𝐭 𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 (to commence in 12 months) FY26E: Rev 110Cr ; PAT 17Cr 𝐅𝐘𝟐𝟕𝐄: 𝐑𝐞𝐯 𝟐𝟐𝟎𝐂𝐫 (𝐢𝐧𝐜𝐥 𝐑𝐢𝐜𝐚𝐫𝐝𝐨) ; 𝐏𝐀𝐓 𝟑𝟒𝐂𝐫✅ (Based on order book - ss 3) Not a buy / sell reco | DYODD
Wealth Solitaire21,765 次观看 • 7 个月前
𝐀𝐟𝐜𝐨𝐦 𝐇𝐨𝐥𝐝𝐢𝐧𝐠𝐬 - 𝐔𝐩𝐝𝐚𝐭𝐞 𝟏𝐬𝐭 𝐝𝐫𝐲 𝐥𝐞𝐚𝐬𝐞 𝐚𝐢𝐫𝐜𝐫𝐚𝐟𝐭 𝐫𝐮𝐧𝐧𝐢𝐧𝐠 𝐩𝐞𝐫𝐟𝐞𝐜𝐭𝐥𝐲. 𝐂𝐨 𝐡𝐚𝐬 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐝 𝟒𝟓 𝐟𝐥𝐢𝐠𝐡𝐭𝐬 𝐢𝐧 𝐥𝐚𝐬𝐭 𝟑𝟎 𝐝𝐚𝐲𝐬 (5+ schedules a week) Aircraft could not be tracked due to: 𝘾𝙤 𝙝𝙖𝙙 𝙧𝙚𝙦𝙪𝙚𝙨𝙩𝙚𝙙 𝙛𝙡𝙞𝙜𝙝𝙩 𝙧𝙖𝙙𝙖𝙧 𝙣𝙤𝙩 𝙩𝙤 𝙥𝙪𝙗𝙡𝙞𝙨𝙝 𝙩𝙝𝙚 𝙙𝙖𝙩𝙖 𝙞𝙣 𝙥𝙪𝙗𝙡𝙞𝙘 𝙙𝙤𝙢𝙖𝙞𝙣 (𝙛𝙡𝙞𝙜𝙝𝙩 𝙧𝙖𝙙𝙖𝙧’𝙨 𝙥𝙧𝙞𝙫𝙖𝙘𝙮 𝙥𝙤𝙡𝙞𝙘𝙮) - 𝙏𝙝𝙞𝙨 𝙬𝙖𝙨 𝙙𝙤𝙣𝙚 𝙩𝙤 𝙨𝙖𝙛𝙚𝙜𝙪𝙖𝙧𝙙 𝙛𝙧𝙤𝙢 𝙘𝙤𝙢𝙥𝙚𝙩𝙞𝙩𝙤𝙧𝙨 (𝙖𝙩𝙩𝙖𝙘𝙝𝙚𝙙 𝙧𝙚𝙡𝙚𝙫𝙖𝙣𝙩 𝙥𝙖𝙧𝙩 𝙤𝙛 𝙘𝙤𝙣𝙘𝙖𝙡𝙡) ▶️Over last few days, some people have abused me saying I was spreading misinformation I added at 695 based on industry checks (I might go wrong sometimes, but I try best to get most accurate info) Today management has clarified on the concall. So what I mentioned was accurate - Further H2 results should substantiate the same I have no further comments on this, seems like these people were spreading rumours since they missed the rally Will share full concall notes soon - Only for educational purpose
Wealth Solitaire21,393 次观看 • 1 年前
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