The Big Picture

JANUARY 5, 2023

. • Why Markets Were Down in 2022 : there was also an Occum’s razor answer for the losses in financial markets in 2022. Wealth of Common Sense ) see also Observations to Start 2023 : From 2010 through 2021, The S&P500 Index gained 330% — a little over 13% annually (not including dividends).

Food 257

Food Financial Market Assets Planning 257

Calculated Risk

DECEMBER 6, 2023

Slower inflation and financial markets anticipating the potential end of the Fed’s hiking cycle are both behind the recent decline in rates,” said Joel Kan, MBA’s Vice President and Deputy Chief Economist. Mortgage rates declined last week, with the 30-year fixed-rate mortgage falling to 7.17

Financial Market 126

Financial Market Marketing Marketing 126

Nationwide Financial

OCTOBER 26, 2022

In times of peaking pessimism and extreme bearishness, investors often try to parse how the financial markets are reflecting an array of risks. However, how might the market reflect its trepidations when trying to digest those risks? The post Reading the volatility tea leaves appeared first on Nationwide Financial.

Financial Market 105

Financial Market Marketing Marketing Investing 105

Trade Brains

FEBRUARY 14, 2024

Particulars/ Financial Year Revenue (Cr.) 2021-22 ₹ 1,467.50 ₹ 1,178.35 2021-22 ₹ -0.68 ₹ 49.65 Particulars/ Financial Year Debt to Equity Titagarh Railsystems Jupiter Wagons 2022-23 0.71 Particulars/ Financial Year Interest Coverage Titagarh Railsystems Jupiter Wagons 2022-23 3.24 crore and Rs. crore and Rs.

Planning 105

Planning Manufacturing Transportation License 105

The Big Picture

AUGUST 30, 2023

No one knows what financial market returns or interest rates or inflation will be going forward. Raptitude ) • How Yahoo sparked a renaissance under new owners : Yahoo was all but left dead by Verizon when it was sold to Apollo Global Management in 2021. But the annual rate of CPI inflation was 9.7% then and 2.7% percent now.

Retail 130

Retail Retirement Management Economy 130

Trade Brains

OCTOBER 27, 2023

cr in the FY 2021-22 indicating a substantial increase of 82% in topline beating a CAGR growth of 21.41 % over a period of 4 years. NIM increased to 8.37% in FY 2022-23 from 6.62% in FY 2021-22 which is the difference between the Income earned deducted by the Interest paid to customers. 2021-22 9,316.06 2021-22 1,16,665.1

Planning 59

Planning Transportation Retail Assets 59

Trade Brains

SEPTEMBER 1, 2023

When compared to the first half of 2021, the automotive component industry’s revenue increased 34.8% in H123 to ₹79,033 crore, up from ₹68,746 crore in H1 2021-22. 2021 ₹ 444.2 The table below shows the net profit of Talbros Automotive Components for 5 financial years: Financial Year Net Profit (in Crores) 2019 ₹ 16.88

Planning 105

Planning Manufacturing Accounting Portfolio 105

Trade Brains

NOVEMBER 17, 2023

Financial Year Revenue (Cr.) 2021-22 161.5 Financial Year OPM NPM 2022-23 23.86% 15.77% 2021-22 14.55% 5.50% 2020-21 53.85% -18.26% 2019-20 6.69% -55.99% 2018-19 45% -27.13% Average (5 Years) 28.79% -16% Return Ratios The company growth in RoE was 96.9% Financial Year Debt to Equity Interest Coverage 2022-23 0.46

Government 115

Government Engineering Distribution Planning 115

Trade Brains

JUNE 30, 2023

Although, the markets for this industry have grown at a faster pace in the rural sector compared to the urban sector over the past few years. As of December 2022, the FMCG market has reached a total of US$ 56.8 From 2021-2027, the total revenue of the FMCG market is estimated to grow at a CAGR of 27.9%, which will nearly be US$ 615.87

Food 105

Food Planning Manufacturing Retail 105

Trade Brains

MARCH 3, 2024

Fiscal Year Revenue from operations (In Crores) Net Profit (In Crores) 2023 968 24 2022 1178 65 2021 930 76 2020 383 -14 2019 546 45 4-year CAGR 15.39% -14.54% Profit Margins The financials reported an operating margin of 7% and a net profit margin of 2.5% in FY23, compared to 9.9% and 5.5%, respectively, in FY22. 5-year average 10.96

Planning 111

Planning Manufacturing Government Engineering 111

Trade Brains

MAY 23, 2023

Fundamental Analysis of Laxmi Organic Industries: After listing at a premium of 20% in March 2021, the stock of Laxmi Organic Industries rallied further by 200% in another 7 months. However, the stock has corrected 50% since then. Does this fall make it an attractive company? Source: Laxmi Organic Industries Ltd.

Planning 105

Planning Manufacturing Sales Pharmaceutical 105

Trade Brains

JANUARY 17, 2024

Particulars/ Financial Year Revenue (Cr.) 2021-22 ₹ 21,763.34 ₹ 38,654.49 ₹ 2,546.65 ₹ 3,405.82 Particulars/ Financial Year Debt to Equity Interest Coverage Cipla Sun Pharma Cipla Sun Pharma 2022-23 0.02 Net Profit (Cr.) Cipla Sun Pharma Cipla Sun Pharma 2022-23 ₹ 22,753.12 ₹ 43,885.68 ₹ 2,832.89 ₹ 8,560.84 43 72 2020-21 0.1

Pharmaceutical 111

Pharmaceutical Planning Medicine Manufacturing 111

Trade Brains

NOVEMBER 6, 2023

Financial Year Revenue (Cr.) 2021-22 3,240.42 -90.99 Financial Year OPM (%) NPM (%) 2022-23 6.50% 2.66% 2021-22 2% -2.81% 2020-21 0.65% -6.21% 2019-20 8.72% 1.63% 2018-19 7.63% 3.93% Average (5 Years) 5.10% -0.16% Return Ratios Force has RoE 7.38% in FY23 as compared to -5.08 2021-22 0.61 -2.16 2019-20 3,080.52

Planning 105

Planning Transportation Engineering Manufacturing 105

Trade Brains

MARCH 10, 2024

Particulars/ Financial Year Revenue (Cr.) 2021-22 ₹ 1,236.21 ₹ 93.71 Manufacturing costs were also kept under control, which helped margins improve, according to the financials. Particulars/ Financial Year D/E Interest Coverage 2022-23 0.08 Market Cap (Cr.) ₹ 12,796 Stock P/E (TTM) 71.46 Net Profit (Cr.)

Electronics 64

Electronics Manufacturing Engineering Accounting 64

Trade Brains

AUGUST 9, 2023

This gives the company a 5-year CAGR growth of 13.24% The table below showcases the total revenue and the CAGR of MRF Ltd and Balkrishna Industries for the last five financial years. Fiscal Year MRF Balkrishna 2019 16484 54281 2020 16574 50620 2021 16373 59553 2022 19633 87330 2023 23261 101060 5-year CAGR 7.13% 13.24% (Figures in Rs.

Planning 97

Planning Manufacturing Marketing Marketing 97

Steve Sanduski

AUGUST 4, 2022

In other words, essentially all the revenue growth for RIA firms in the Schwab study over the past five years was simply due to growth in the financial markets. Organic growth is the lifeblood of a business and without it, you are at the mercy of volatile financial markets. Crunch the Numbers. Revenue Growth.

Math 52

Math Portfolio Numbers Distribution 52

Trade Brains

SEPTEMBER 15, 2023

Since the start of Jan 2021, the stock has given a multi-bagger of 298% to its investors. This gives the company an exceptional CAGR of 46.65% on its net profit during the last five financial years. 2021 454.59 -11.99 6 2021 0.12 Year Total Revenue (Rs in Crores) Profit after tax (Rs in Crores) 2019 514.02 4 2020 0.33

Planning 105

Planning Manufacturing Compliance Commission 105

Trade Brains

FEBRUARY 16, 2024

The company recently made waves in the financial markets with its IPO with an astonishingly high Price-to-Earnings (PE) ratio of 292x! million in Fiscal 2021 to ₹2,615.21 The stock has rallied 23 percent, from the day it got listed on December 29, 2023. As of 31st January 2024, the PE of the company stands at 646!

Engineering 111

Engineering Manufacturing Certification Sales 111

Trade Brains

AUGUST 16, 2023

share worth $170-180 billion in the global chemicals market in 2021. Broadly, it is projected to grow at a CAGR of 9-10% per annum to reach $290-310 billion in value by $290-310 billion by 2027 and eventually $850-1,000 billion in value by 2040 commanding a significant 10-12% of the global market. CAGR during 2021-2027.

Planning 98

Planning Pharmaceutical Manufacturing Portfolio 98

Trade Brains

SEPTEMBER 22, 2023

Fiscal Year Net Interest Income Net Profit / Loss 2023 2698 1100 2022 1774 -415 2021 1729 8 2020 1634 350 2019 1107 199 5 Year CAGR 24.95% 53.29% Deposits & Advances Deposits of the Bank have been growing by 36.39% on a 5-year CAGR basis. The Loss in FY22 came as the Company set aside provisions for its NPAs. in FY22 to Rs.

Banking 126

Banking Assets Accounting License 126

Trade Brains

AUGUST 17, 2023

Its top line and bottom line remained volatile during the FY 2019 to FY 2021 period with the last two fiscals exhibiting strong growth. The figures below represent the revenue and net profit of Elecon Engineering Company over the previous five financial years. Fiscal Year EBITDA Margin Net Profit Margin 2023 22.2

Engineering 98

Engineering Manufacturing Sales Investing 98

Trade Brains

JULY 9, 2023

Industry Overview Financial markets worldwide as well as in India experienced sharp movements in the last three years brought forward by the Covid-19 led-pandemic, the breakdown of global supply chains, Russia’s invasion of Ukraine, the energy crisis, the slowdown in the developed nations and more. Fiscal Year PAT Margin RoE 2023 91 1.28

Investing 52

Investing Investments Portfolio Financial Market 52

Discipline Funds

JULY 25, 2023

The last two years have been quite the rollercoaster ride for financial markets. In 2022 the global stock market was down -18% and has rebounded +17% year to date. If you’d gone to sleep on December 31st of 2021 and just woken up you’d think nothing interesting happened during those two years.

Asset Allocation 52

Asset Allocation Marketing Marketing Financial Market 52

Trade Brains

OCTOBER 20, 2023

The table below shows the leverage ratios of Zydus Lifesciences for 5 financial years: Year Debt to Equity Interest Coverage Ratios 2023 -0.03 The increase in ROCE was driven by increased profit and a decrease in capital employed as a result of debt reduction and equity buyback. 2022 nil 26.3

Pharmaceutical 105

Pharmaceutical Healthcare Medicine Manufacturing 105

Trade Brains

FEBRUARY 16, 2024

To further assist infrastructure development and creation, the government laid a solid basis with the National Infrastructure Pipeline (NIP) in 2019 and the National Monetization Pipeline (NMP) in 2021, both of which offer a diverse variety of opportunities for international investment and collaboration. and a net profit margin of 6.5%

Transportation 59

Transportation Investing Investments Economy 59

Trade Brains

FEBRUARY 18, 2024

Particulars/Financial Year Revenue (Cr.) 2021-22 ₹ 923.06 ₹ 146.50 Particulars/Financial Year RoE (%) RoCE (%) 2022-23 15.42% 19.10% 2021-22 14.29% 17.42% 2020-21 19.42% 21.96% 2019-20 23.51% 24.80% 2018-19 18.19% 22.47% Average (5 Years) 18.16% 21.15% Debt Analysis The debt-to-equity ratio was 0.12 Net Profit (Cr.)

Planning 59

Planning Medical Healthcare Manufacturing 59

Trade Brains

MAY 8, 2023

Geography 2023 2022 2021 Americas TBA 39 42 UK & Europe TBA 40 41 Rest of World TBA 21 17 (figures in %) Industry Overview The global automotive market grew slowly at a CAGR of 3.6% In contrast to the market as a whole, EV (electric vehicles) sub-segment has been growing at a fast pace. over the last five years.

Planning 105

Planning Engineering Electronics Marketing 105

Trade Brains

JANUARY 1, 2024

Merger Details In 2021, three companies merged to form Gateway Rail Freight Limited, Gateway Distriparks Ltd , and Gateway East India Private Limited. Financial Year Revenue (Cr.) 2021-22 ₹ 1,373.66 ₹ 223.82 Financial Year D/E Interest Coverage 2022-23 0.24 Net profit (Cr.) 2022-23 ₹ 1,420.94 ₹ 241.90 Average (4 Years) 0.28

Planning 59

Planning Transportation Accounting Pharmaceutical 59

Trade Brains

JULY 1, 2023

billion euros in 2021 to 88.2 But in FY 2020 and 2021 we can see a drastic pitfall in the ratios which is mainly due to the overall downfall in the market due to Covid-19. 2021 0 118.9 In the above graph, it can be observed that the company’s sales are positively increasing on QoQ basis in all three segments. 2020 0 161.43

Planning 98

Planning Sales Transportation Marketing 98

Trade Brains

DECEMBER 29, 2023

According to NITI Aayog, the Indian real estate sector is anticipated to be worth $1 trillion by 2030, up from $200 billion in 2021, and will account for 13% of India’s GDP by 2025. Market Cap(Cr) 7,712.73 Fiscal Year Revenue from operations (In Crores) Net Profit (In Crores) 2023 1,890.35 2020 266.98 -12.23 for the past five years.

Planning 59

Planning Engineering Economy Government 59

Trade Brains

MARCH 8, 2024

This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. Financial Year/ Particulars Revenue (In Cr.) It brought a new set of small and big traders and investors to learn and implement their skills in their free time.

Planning 59

Planning Financial Services Retail Distribution 59

Trade Brains

JANUARY 25, 2024

The electrical equipment market share in India is expected to grow by US$33.74 billion at a CAGR of 9% between 2021 and 2025. The domestic electrical equipment market is expected to grow at an annual rate of 12% to reach US$ 72 billion by 2025. Particulars/ Financial Year Revenue from Operations (Cr.) 13,606 crore (US$ 1.6

Planning 59

Planning Manufacturing Engineering B2B 59

Trade Brains

NOVEMBER 27, 2023

Since November 2021, the stock has given a multi-bagger of over 4000% to its investors. is a private company founded in July 2021. 2021 ₹ 86.99 ₹ 0.92 Year ROE (%) RoCE (%) 2019 8.70% 12.95% 2020 2.23% 7.31% 2021 2.4% One such stock in the small-cap category is Servotech Power Systems. Ltd Rebreathe Medical Devices Pvt.

Planning 72

Planning Medical Manufacturing Healthcare 72

Trade Brains

DECEMBER 25, 2023

Financial Year Revenue (Cr.) 2021-22 ₹ 797.42 ₹ 70.49 Financial Year OPM (%) NPM (%) 2022-23 15.32% 11.10% 2021-22 12.15% 8.84% 2020-21 11.93% 7.61% 2019-20 7.30% 5.81% 2018-19 6.54% 0.70% Average (5 Years) 10.64% 6.81% Return Ratios In FY23, the RoE was 17.11%, up from 14.11% in FY22. Net Profits (Cr.) 2018-19 0.15

Planning 64

Planning Manufacturing Engineering Government 64

Trade Brains

AUGUST 12, 2023

The figures below highlight the growth in operating revenue and net profit of KPI Green Energy over the past five financial years. The table below presents the operating profit margin and net profit margin of KPI Green Energy over the previous five fiscals. Fiscal Year Operating Margin Net Profit Margin 2023 29.4 in FY23 respectively.

Government 98

Government Accounting Investing Investments 98

Trade Brains

JANUARY 11, 2024

Financial Year Revenue (Cr.) 2021-22 ₹ 79.25 ₹ 17.94 Financial Year OPM (%) NPM (%) 2022-23 34.00% 30.00% 2021-22 37.00% 31.00% 2020-21 38.50% 23.55% 2019-20 16.91% 9.11% 2018-19 15.44% 0.94% Average (5 Years) 28.37% 18.92% Return Ratios The RoE stood at 32.26% in FY23 as compared to 37.43% in FY22. Net Profits (Cr.)

Planning 59

Planning Manufacturing Government Accounting 59

Trade Brains

MAY 31, 2023

Fiscal Year Operating sales(Cr) Operating profit(Cr) Net profit(Cr) 2023 11,301 2165 1221 2022 7,663 1356 687 2021 5,808 961 406 2020 4,685 465 89 2019 6,742 457 73 5-yr CAGR 10.888 36.49 CMP ₹ 565 Market Cap(Cr.) ₹ 7,136 Cr EPS ₹ 95.9 Fiscal Year Operating Profit Margin(%) Net Profit Margin(%) 2023 19.90 Stock P/E 5.90

Planning 98

Planning Manufacturing Food Government 98