Tanishk_Ojha Have started this discussion post to share interesting ideas which can give good returns in short period of time - preferably within 6 months!
Tanishk_Ojha ZYDUS WELLNESS - CMP - Rs. 1550 May-2023 Concall The urban demand is still better than rural. However, rural demand slowdown seems to have bottomed out and recovering is expected going forward. With the appropriate price increases taken across portfolio during the previous quarter and inflation getting stabilized of the imports, except for milk, the company has caught up with last year gross margins for the quarter 4. International Business - During this financial year, we had a challenge between quarter 2 and 3 where there were supply issues in New Zealand and some local economic issues in Nigeria, which are 2 of our largest markets, which pulled down our growth level. On a longer- term basis, we continue to believe a high double-digit growth and growth, which will contribute -- which will be accretive to our domestic business. August-2023 Concall Similarly, as explained in the last quarter, we continue to see improvement in gross margins for our non-milk based portfolio in excess of 100 basis points over the same period last year. We are taking appropriate price increases to address the milk inflation in the coming quarters. The health food drinks category has registered a growth of 2% at MAT level. Tarun Arora - So I think, we do not have a doubt in terms of the fact that we can deliver a consistent over three years to four years, double-digit growth. This could be an advantage for other HFDs like Complan. Promoters consistently buying from Open Market Good range to add would be around 1450-1500.
Tanishk_Ojha MUTHOOT FINANCE - CMP - ₹ 1261 Trading at Historical Lows P/B Subisidiary Belstar MicroFin going for IPO. RUPEEK SAGA AUGUST CONCALL MAY CONCALL From here onwards, with interest rates rising, I expect Muthoot (And Manappuram - CMP - ₹ 150) - to grow their loan books and gain market share faster than their competitors.
