Sajal Kapoor "Santaap Mein Hi Sukh Hai" Framework
Mr Sajal Kapoor's Framework to generate ideas - Company should be underperforming for 2-3 years minimum, there should be 50% price/time correction from top. - Search for companies which has incurred CAPEX and creating Operating Deleverage in balance sheet, this means increase in depreciation and pain in EBITA. - Margins should be nowhere near peak potential - Select companies with a decent track record and good management
by Nishant
193 results found: Showing page 1 of 8
| S.No. | Name | CMP Rs. | P/E | Mar Cap Rs.Cr. | Div Yld % | NP Qtr Rs.Cr. | Qtr Profit Var % | Sales Qtr Rs.Cr. | Qtr Sales Var % | ROCE % | Dep 12M Rs.Cr. | Dep Ann Rs.Cr. | Dep Prev Ann Rs.Cr. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1. | Liberty Shoes | 264.29 | 38.56 | 450.35 | 0.00 | 0.59 | -72.69 | 180.92 | 13.00 | 9.99 | 36.79 | 32.78 | 33.76 |
| 2. | R K Swamy | 106.73 | 26.62 | 538.89 | 1.41 | 2.75 | 23.97 | 88.66 | 15.46 | 9.91 | 17.65 | 14.53 | 14.95 |
| 3. | Mangalam Cement | 777.95 | 26.29 | 2139.15 | 0.19 | 11.35 | 54.93 | 421.39 | -3.88 | 9.87 | 82.10 | 78.64 | 74.21 |
| 4. | Pritika Auto | 13.70 | 11.50 | 228.12 | 0.00 | 5.73 | 67.41 | 113.43 | 40.64 | 9.86 | 19.50 | 19.75 | 16.72 |
| 5. | Hikal | 213.52 | 105.31 | 2632.72 | 0.66 | -5.90 | 86.63 | 494.30 | 10.41 | 9.85 | 159.50 | 134.40 | 117.60 |
| 6. | Savita Oil Tech | 357.15 | 13.75 | 2448.64 | 1.12 | 40.88 | 170.19 | 1073.62 | 13.56 | 9.84 | 24.65 | 23.58 | 22.75 |
| 7. | Steel Exchange | 7.99 | 30.23 | 996.53 | 0.00 | 2.11 | -22.43 | 231.76 | -11.22 | 9.84 | 26.18 | 23.57 | 21.31 |
| 8. | Rane Holdings | 1447.60 | 28.01 | 2067.17 | 2.63 | 31.26 | -1.45 | 1399.22 | 52.67 | 9.64 | 202.16 | 168.45 | 137.00 |
| 9. | ITC Hotels | 180.13 | 45.85 | 37518.97 | 0.00 | 236.83 | 37.46 | 1230.68 | 21.20 | 9.63 | 410.53 | 402.35 | 201.39 |
| 10. | Sagility | 47.33 | 25.35 | 22156.73 | 0.11 | 267.66 | 34.58 | 1971.15 | 35.65 | 9.58 | 477.56 | 466.86 | 689.21 |
| 11. | G N F C | 466.95 | 11.01 | 6861.40 | 3.85 | 150.00 | -7.98 | 1996.00 | 5.11 | 9.57 | 302.00 | 302.83 | 307.54 |
| 12. | Nilkamal Ltd | 1429.40 | 18.05 | 2132.66 | 1.40 | 25.40 | 63.73 | 962.03 | 12.61 | 9.57 | 136.01 | 120.12 | 115.41 |
| 13. | Nelcast | 119.63 | 22.29 | 1040.80 | 0.42 | 15.90 | 165.89 | 329.62 | 13.11 | 9.55 | 26.25 | 24.78 | 24.14 |
| 14. | Trident | 26.68 | 33.29 | 13596.01 | 1.87 | 44.24 | -44.49 | 1574.46 | -5.56 | 9.48 | 337.32 | 366.20 | 364.98 |
| 15. | S Chand & Compan | 160.47 | 11.40 | 566.01 | 2.49 | -28.70 | -6.57 | 98.95 | -1.20 | 9.45 | 43.86 | 42.30 | 46.20 |
| S.No. | Name | CMP Rs. | P/E | Mar Cap Rs.Cr. | Div Yld % | NP Qtr Rs.Cr. | Qtr Profit Var % | Sales Qtr Rs.Cr. | Qtr Sales Var % | ROCE % | Dep 12M Rs.Cr. | Dep Ann Rs.Cr. | Dep Prev Ann Rs.Cr. |
| 16. | Sukhjit Starch | 168.51 | 34.55 | 526.49 | 0.59 | 3.13 | -70.96 | 347.00 | -7.53 | 9.43 | 36.80 | 35.90 | 34.83 |
| 17. | Pavna Industries | 22.43 | 50.81 | 312.97 | 0.00 | 3.02 | 328.57 | 108.03 | 35.99 | 9.38 | 13.92 | 13.05 | 10.70 |
| 18. | Confidence Petro | 32.52 | 11.50 | 1080.45 | 0.31 | 20.41 | 14.60 | 983.01 | 31.81 | 9.33 | 172.97 | 174.78 | 160.30 |
| 19. | Nandan Denim | 2.96 | 12.47 | 426.68 | 0.00 | 2.97 | -54.86 | 499.53 | -46.06 | 9.27 | 45.72 | 53.21 | 40.56 |
| 20. | Asahi Songwon | 226.74 | 17.21 | 267.26 | 0.66 | 2.26 | -20.00 | 120.65 | -9.77 | 9.17 | 18.74 | 18.77 | 16.22 |
| 21. | Lambodhara Text. | 113.59 | 14.55 | 117.88 | 0.44 | 2.40 | 57.89 | 59.08 | -2.86 | 9.10 | 10.65 | 10.63 | 10.77 |
| 22. | Omax Autos | 115.14 | 11.29 | 246.28 | 2.17 | 12.22 | 325.78 | 122.17 | 32.39 | 9.00 | 17.45 | 19.16 | 21.77 |
| 23. | Texmo Pipes | 49.59 | 7.85 | 144.78 | 0.00 | 4.78 | 0.80 | 110.00 | 0.15 | 8.92 | 11.49 | 13.80 | 10.63 |
| 24. | IOL Chemicals | 74.74 | 17.62 | 2193.82 | 1.34 | 20.58 | 40.88 | 580.39 | 10.91 | 8.86 | 78.43 | 71.92 | 62.85 |
| 25. | Orient Cement | 160.54 | 10.06 | 3298.45 | 0.31 | 27.80 | 208.28 | 636.10 | -1.13 | 8.83 | 223.37 | 153.01 | 149.16 |
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