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
178 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. | Zim Laboratories | 86.18 | 27.32 | 419.92 | 0.00 | 4.00 | -16.32 | 96.33 | 0.04 | 9.98 | 18.73 | 15.95 | 17.47 |
| 2. | Suryalata Spg. | 291.50 | 9.98 | 124.38 | 0.69 | 3.35 | -9.21 | 121.63 | 4.28 | 9.97 | 16.35 | 14.43 | 12.38 |
| 3. | Jubilant Ingrev. | 688.70 | 53.16 | 10969.69 | 0.73 | 69.38 | 79.93 | 1056.77 | 9.35 | 9.97 | 153.96 | 136.17 | 122.18 |
| 4. | KM Sugar Mills | 27.25 | 7.80 | 250.70 | 0.00 | 12.64 | 369.89 | 165.76 | 45.54 | 9.96 | 21.60 | 22.59 | 15.87 |
| 5. | Sahyadri Industr | 259.75 | 14.60 | 284.33 | 0.38 | 0.76 | -76.03 | 130.69 | -3.20 | 9.96 | 24.85 | 24.01 | 23.82 |
| 6. | Aether Industri. | 824.40 | 67.93 | 10930.74 | 0.00 | 42.92 | 869.89 | 214.66 | 86.61 | 9.92 | 42.80 | 42.80 | 39.42 |
| 7. | Welspun Special. | 31.19 | 2066.69 | 0.00 | 3.56 | -91.11 | 200.15 | 32.31 | 9.90 | 16.19 | 16.19 | 15.48 | |
| 8. | Dalmia Bharat | 376.65 | 11.22 | 3048.58 | 1.33 | 59.51 | -8.33 | 841.26 | 44.15 | 9.84 | 126.53 | 126.96 | 121.25 |
| 9. | Rishabh Instrum. | 258.85 | 57.33 | 994.18 | 0.00 | 7.92 | 8.64 | 181.19 | 13.73 | 9.81 | 28.14 | 27.60 | 20.46 |
| 10. | NOCIL | 174.32 | 23.55 | 2911.58 | 1.72 | 12.90 | -57.00 | 318.13 | -6.60 | 9.78 | 53.40 | 52.79 | 55.68 |
| 11. | T.V. Today Netw. | 165.95 | 11.91 | 990.20 | 5.12 | 8.73 | -70.02 | 236.76 | -9.87 | 9.68 | 38.42 | 41.39 | 41.28 |
| 12. | DEE Development | 222.27 | 63.98 | 1534.86 | 0.00 | -13.33 | -247.62 | 162.00 | -22.72 | 9.68 | 49.17 | 45.07 | 37.73 |
| 13. | Birla Cable | 146.02 | 86.92 | 438.06 | 1.20 | 1.55 | -58.56 | 157.80 | -2.57 | 9.57 | 14.36 | 10.79 | 10.63 |
| 14. | Samkrg Pistons | 135.15 | 11.35 | 132.72 | 1.48 | 2.24 | -50.98 | 57.76 | -4.51 | 9.53 | 14.23 | 12.92 | 13.25 |
| 15. | IZMO | 277.25 | 7.77 | 412.33 | 0.00 | 6.06 | -11.92 | 58.67 | 16.85 | 9.53 | 14.98 | 15.44 | 11.63 |
| 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. | Divgi Torq | 463.70 | 50.20 | 1418.13 | 0.56 | 5.24 | -44.08 | 52.51 | -16.72 | 9.52 | 23.77 | 18.69 | 12.99 |
| 17. | Liberty Shoes | 385.25 | 36.59 | 656.47 | 0.00 | 2.37 | 740.74 | 160.10 | 5.27 | 9.45 | 31.13 | 33.76 | 31.69 |
| 18. | Mishra Dhatu Nig | 308.10 | 57.54 | 5771.95 | 0.46 | 25.27 | 102.32 | 237.96 | -5.56 | 9.44 | 62.60 | 58.55 | 53.00 |
| 19. | Reliance Industr | 1422.40 | 27.64 | 1924844.19 | 0.35 | 22611.00 | 2.41 | 261388.00 | 10.51 | 9.43 | 53136.00 | 53136.00 | 50832.00 |
| 20. | Laxmi Organic | 173.88 | 35.41 | 4817.63 | 0.35 | 29.31 | 7.80 | 786.34 | 13.26 | 9.40 | 115.07 | 106.59 | 72.41 |
| 21. | Orchid Pharma | 793.65 | 36.48 | 4025.32 | 0.00 | 20.78 | -29.39 | 217.34 | -1.47 | 9.37 | 34.10 | 33.24 | 54.79 |
| 22. | Hester Bios | 1761.70 | 48.50 | 1498.65 | 0.34 | 11.41 | 186.68 | 63.22 | -5.61 | 9.32 | 16.36 | 17.17 | 20.70 |
| 23. | Omax Autos | 84.20 | 17.10 | 180.10 | 2.38 | 0.49 | -76.35 | 114.20 | 9.82 | 9.28 | 19.16 | 19.16 | 21.77 |
| 24. | Vishal Fabrics | 27.36 | 21.22 | 540.66 | 0.00 | 7.68 | -2.17 | 403.68 | 0.58 | 9.27 | 32.92 | 32.70 | 33.41 |
| 25. | T N Petro Prod. | 76.09 | 17.63 | 684.58 | 1.58 | 11.70 | -31.02 | 460.28 | 33.08 | 9.14 | 25.44 | 22.62 | 21.30 |
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