Abnormal Returns

DECEMBER 25, 2022

Strategy Six things that don't change in financial markets including the attraction of 'shiny objects.' rock-wealth.co.uk) Companies Not a lot went right for Big Tech in 2022. semafor.com) Just about everything went right for the NFL in 2022. vox.com) The USPS had a better year in 2022. continues to decline.

Marketing 130

Marketing Marketing Financial Advising Economy 130

Darrow Wealth Management

NOVEMBER 20, 2023

Considering Roth conversions in retirement When you convert pre-tax money from an IRA to an after-tax Roth IRA, the amount converted is included in your taxable income. But in retirement, without a paycheck, it can be a great opportunity to control your tax situation for the year and fill up the lower tax brackets.

Retirement 81

Retirement Distribution Taxes Accounting 81

James Hendries

JULY 13, 2023

[i] Private Foundation – A private foundation is created when someone sets up a tax-exempt organization but does not file to be recognized as a public charity. The tax deduction is lower at 20 percent of the taxpayer’s AGI if the gifts are appreciated assets or securities. [ii] A CRT may be partially tax-deductible right away.

Distribution 98

Distribution Taxes Assets Accounting 98

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. Of course, if you lived through it in real-time 2022 was pure panic and 2023 has been pure euphoria. 2 That’s where you get rich.

Asset Allocation 52

Asset Allocation Marketing Marketing Financial Market 52

Investing Caffeine

JANUARY 2, 2024

For the full year, the bull market was on an even bigger stampede: S&P 500 +24%, NASDAQ +43%, and Dow +14%. Although 2023 closed with a festive explosion, 2022 ended with a bearish growl. Effectively, 2023 was a reverse mirror image of 2022. In 2022, the stock market fell -19% (S&P) due to a spike in inflation.

Economy 98

Economy CFP Economics Accounting 98

Trade Brains

MAY 15, 2024

India relies on oil for 24% of its energy consumption (2022 data). During this year MRPL was also able to open 31 new retail outlets During the financial year 2022-2023, MRPL was able to make a record production of MS (2422 TMT), LPG (1153 TMT), HSD (6581 TMT), and ATF (1921). until 2030. crore rupees to 2655.41 crore rupees.

Planning 59

Planning Government Transportation Engineering 59

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

Trade Brains

NOVEMBER 17, 2023

Financial Year Revenue (Cr.) 2022-23 350.96 Net Profit Margin is fluctuating due to changes in the interest and tax payments as the company business was subdued in the initial days. Financial Year Debt to Equity Interest Coverage 2022-23 0.46 Net Profit grew to 55.33 cr in FY23 from 8.89 Net Profit (Cr.)

Government 107

Government Engineering Distribution Planning 107

eMoney Advisor

MARCH 21, 2023

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. 1 But as the market ups and downs that began back in 2020 have persisted, there are forces of human nature that can cause clients to act rashly.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

Investing Caffeine

APRIL 3, 2023

Investors were generally relieved by the government’s response, and the financial markets reacted accordingly. Currently, the first quarter measurement of economic activity, GDP (Gross Domestic Product), is estimated to measure approximately +2.0% after closing 2022’s fourth quarter at +2.6% (see chart below).

Banking 105

Banking Economy Economics Government 105

Trade Brains

OCTOBER 5, 2023

The table below shows the Total income and net profit of Siyaram Silk Mills for 5 financial years: Year Total income (In crores) Profit after tax (In crores) 2023 ₹2272 ₹250 2022 ₹1939 ₹216 2021 ₹1130 ₹3.5 An increase in net profit margin also implies that the company effectively managed its financial obligations and taxes.

Planning 94

Planning Manufacturing Assets Distribution 94

Trade Brains

MAY 17, 2023

Nasscom estimates that India’s IT industry revenue touched $227 billion in FY 2022. Sonata Software – Financials Revenue, Dividends & Profit Growth Year Net Sales (Rs. Profit After Tax (Rs. The company’s international IT services contribute 27 percent of its total revenues and 73 percent of its profits after tax.

Planning 92

Planning Retail Taxes Economy 92

Darrow Wealth Management

OCTOBER 10, 2022

Good news is hard to find in the financial markets this year. High-yield savings accounts and money markets. As of 9/30/2022, the 1-year Treasury was yielding 4.05% versus 4.22% on the 2-year Treasury. As an added bonus, Treasuries are exempt from state tax. 01% annually, you’re missing out. Treasuries.

Accounting 75

Accounting Banking Certification Government 75

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 2022 nil 26.3 This gives the company a CAGR growth of merely 1.48% from FY19 to FY23.

Pharmaceutical 96

Pharmaceutical Healthcare Medicine Manufacturing 96

Trade Brains

NOVEMBER 27, 2023

Techbec Industries Limited Techbec Industries Limited, established in 2022, is a private company involved in the manufacturing, sale, and trade of various types of batteries, including lithium, lead-acid, and solar power batteries. They also produce emergency lights for domestic and international markets. billion in 2022 to $113.99

Planning 72

Planning Medical Manufacturing Healthcare 72

Investing Caffeine

JANUARY 3, 2022

As it turns out, the power of compounding, coupled with low-cost, tax-efficient investing can produce quite spectacular results. It’s important to have your investments diversified across a broad array of asset classes in a low-cost, tax efficient manner. What Now for 2022? Thank you Amazon.com Inc. 5,544%, Apple Inc.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Trade Brains

AUGUST 16, 2023

FY 2022-23 Annual Report Its chemicals find their end applications in a multitude of industries including petrochemicals, rubber, agrochemicals, paper, pharmaceuticals, detergents, and more. Fertilisers, already a mature market is expected to grow slower at a 6% annual rate. Particulars 2023 2022 2021 2020 2019 DNL - EBITDA Margin 16.8

Planning 86

Planning Pharmaceutical Manufacturing Portfolio 86

Trade Brains

JULY 26, 2023

trillion in taxes and duties. Crores in FY23 which gives a CAGR of 12.67% during this duration The table below shows the total revenues of IEX Limited for 5 financial years: Financial Year Revenue (Rs, in Crores) 2019 294.15 The table below shows the ROE of IEX Limited for 5 financial years: Financial Year ROE 2019 44.57

Planning 52

Planning Certification Government Distribution 52

Trade Brains

SEPTEMBER 15, 2023

This gives the company an exceptional CAGR of 46.65% on its net profit during the last five financial years. Year Total Revenue (Rs in Crores) Profit after tax (Rs in Crores) 2019 514.02 4 2022 0 17 2023 0.05 2021 454.59 -11.99 Though the company has its margins, it is still comparatively low as it has high operating expenses.

Planning 98

Planning Manufacturing Compliance Commission 98

Trade Brains

AUGUST 17, 2023

Elecon Engineering Company – Financials Revenue and Net Profit Growth Elecon Engineering earned a profit after tax of Rs 237 crore on the operating revenue of Rs 1,530 crore in FY23. The figures below represent the revenue and net profit of Elecon Engineering Company over the previous five financial years.

Engineering 90

Engineering Manufacturing Sales Investing 90

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% The table below presents the operating revenue and net profit of KPIT Technologies for the last four financial years. over the last five years.

Planning 95

Planning Engineering Electronics Marketing 95

Investing Caffeine

JANUARY 3, 2023

Stock and bond market returns in 2022 were disappointing, but we now get to start 2023 with a clean slate. There is some good news and bad news as it relates to this year’s underwhelming stock market results (-19.4%). 2022: -19.4%. 2022: The Year of No Shock Absorbers ( Worst Bond Market Ever ).

Economy 59

Economy Transportation CFP Investing 59

Trade Brains

JANUARY 25, 2024

The domestic electrical equipment market is expected to grow at an annual rate of 12% to reach US$ 72 billion by 2025. billion) in April-July 2022, up from Rs. CG Power – Financials Revenue and Net Profit The company’s revenue from operations stood at Rs. Particulars/ Financial Year Revenue from Operations (Cr.)

Planning 59

Planning Manufacturing Engineering B2B 59

Trade Brains

JUNE 5, 2023

lakh crore in 2022-23. Higher income translated into higher profit after tax for the company. Financial Year EBITDA Margin Net Profit Margin 2023 TBA TBA 2022 14.7 Financial Year Net Worth RoE / RoNW 2023 TBA TBA 2022 3,858 15.8 lakh crore for the 2023-24 period from Rs 5.25 What’s more? in FY19 to 15.8%

Planning 80

Planning Government Sales Portfolio 80

Trade Brains

JANUARY 16, 2024

7,800 Crore as of May 2022. The table below shows the total income and net profit of Titagarh Railsystems Ltd for 5 financial years: Year Total Revenue(₹ In crores) Profit after tax (₹ In crores) 2023 2822.17 2022 1485.23 -0.68 This order was for the manufacture and supply of 24,177 Wagons valued at over Rs.

Transportation 64

Transportation Manufacturing Planning Commission 64

Trade Brains

APRIL 12, 2023

HFCL is eying various opportunities in 5G, domestic telecom ex-5G, OEC-related, defense, and domestic railways with huge total addressable markets (TAM). For the nine months period ended December 2022 (9MFY23), the exports accounted for a total of 18.30% of the total revenue. 7,800 EPS ₹4 Stock P/E 16 RoCE 7.2% Promoter Holding 0.0%

Banking 79

Banking Retail Communication Manufacturing 79

Trade Brains

SEPTEMBER 7, 2023

Olectra Greentech Vs JBM Auto – Financials Revenue and Net Profit Growth Olectra Greentech earned a net profit of Rs 67 crore on the sales of Rs 1,091 crore in FY23. Its larger counterpart, JBM Auto clocked a profit after tax of Rs 125 crore on the sales of Rs 3,857 crore in FY23. JBM Auto - Net Profit Margin 4.36 times and 2.35

Manufacturing 115

Manufacturing Investing Investments Transportation 115

Trade Brains

JUNE 25, 2023

Basic chemistry products and specialty products contributed to 81% and 19% of the total revenue of TCL during the financial year 2022-23 respectively. The table below presents the operating revenue and net profit of Tata Chemicals for the last five financial years. Financial Year RoCE RoE 2023 10.4

Planning 89

Planning Manufacturing Pharmaceutical Medicine 89

Investing Caffeine

JUNE 1, 2022

UNEMPLOYMENT RATE (1997 – 2022). The good news is the deficit is plummeting ( see chart below ) due to a reduction in spending (due in part to no Build Back Better infrastructure spending legislation) and soaring income tax receipts from a strengthening economy and capital gains in the stock market. Source: TradingEconomics.com.

Economy 59

Economy Government Economics CFP 59

Trade Brains

AUGUST 14, 2023

Year Operating Profit Margin Net Profit Margin 2019 20.50% 10.50% 2020 21.30% 11.60% 2021 19.60% 10.40% 2022 25.00% 17.30% 2023 14.80% 7.50% Return Ratios: RoCE and RoE As the financials statement has been recast for FY21 to account for the demerger, the past return ratios cannot be compared to analyse the current situation of the company.

Pharmaceutical 79

Pharmaceutical Planning Manufacturing Electronics 79

Trade Brains

MAY 23, 2023

Product-wise Segments The high-value SI segment accounted for 35% of the top line and 65% of the profits in the nine-month period ending December 2022. During the same period, the profit after tax grew at a much sharper rate of 27.64% to Rs 256 crore. Fiscal Year Operating Profit Margin Net Profit Margin 2023 TBA TBA 2022 9.34

Planning 98

Planning Manufacturing Sales Pharmaceutical 98

Trade Brains

MAY 22, 2023

Product-wise Segments For the financial year 2022 (the company follows the calendar year January to December as its financial year), carbonated soft drinks (CSDs) accounted for 70% of the revenue of VBL. During the same period, the profit after tax accelerated at a much sharper annualized rate of 38.9% to Rs 1,550 crore.

Sales 52

Sales Manufacturing Distribution License 52

Investing Caffeine

AUGUST 2, 2023

Source: TradingEconomics.com Inflation Moving in the Right Direction After such a lousy 2022 in the financial markets, why such a searing return for 2023? The biggest reason can be summed up with three words: inflation, inflation, and inflation. Please read disclosure language on IC Contact page.

Marketing 52

Marketing Marketing Economy Sales 52

Trade Brains

JANUARY 14, 2024

The table below shows the leverage ratios of KEC International Ltd for 5 financial years: Year Debt to Equity Interest Coverage Ratios 2023 0.9 This is an indication of the company’s declining returns to shareholders’ capital and a decline in the efficiency of the utilization of its resources.

Planning 59

Planning Transportation Distribution Government 59

Investing Caffeine

FEBRUARY 1, 2023

Commentators continue to shout the doom-and-gloom forecasts of a hard landing recession, but after an economic hurricane in 2022 there are some signs the financial clouds have begun to lift this year. It may not be time to bust out the sunscreen quite yet, but the dark economic clouds of 2022 appear to be lifting slowly.

Economy 59

Economy Economics CFP Investing 59

Investing Caffeine

MAY 2, 2022

Market corrections are never comfortable, but successful, long-term investing comes with a price…no pain, no gain! This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 2, 2022). Source: TradingView chart with Sidoxia notations. So, that’s the bad news. Slome, CFA, CFP®.

Electronics 59

Electronics Economy CFP Government 59

Trade Brains

JANUARY 15, 2024

Overall for FY 2022-23, Revenue from operations stood at Rs 76518.21 Profit After Tax stood at Rs 19476.72 The Company’s financials show a 16% increase in revenue from Rs 28790 Cr. EBITDA margin decreased from 55% in FY 2021-22 to 52% in FY 2022-23 due to higher coal and input commodity prices, mining, and royalty.

Healthcare 99

Healthcare Manufacturing Pharmaceutical Marketing 99