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
203 results found: Showing page 1 of 9
| 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. | Aether Industri. | 752.00 | 58.47 | 9970.79 | 0.00 | 40.14 | 29.47 | 214.33 | 19.06 | 9.92 | 45.47 | 42.80 | 39.42 |
| 2. | R K Swamy | 154.06 | 40.20 | 777.86 | 0.97 | 2.87 | 31.65 | 77.57 | 13.46 | 9.91 | 15.40 | 14.53 | 14.95 |
| 3. | Mangalam Cement | 715.95 | 32.67 | 1968.67 | 0.21 | 32.26 | 89.10 | 451.74 | 18.70 | 9.87 | 80.11 | 78.64 | 74.21 |
| 4. | Hikal | 255.65 | 49.80 | 3152.18 | 0.55 | -22.40 | -539.22 | 380.40 | -6.49 | 9.87 | 142.00 | 134.40 | 117.61 |
| 5. | Welspun Special. | 30.82 | 2042.17 | 0.00 | -0.75 | -138.46 | 201.32 | 24.19 | 9.81 | 16.25 | 16.19 | 15.48 | |
| 6. | Pavna Industries | 418.50 | 102.26 | 583.93 | 0.00 | -1.72 | -73.24 | 60.40 | -23.39 | 9.75 | 13.50 | 13.05 | 10.70 |
| 7. | Allied Digital | 161.54 | 25.22 | 911.53 | 0.93 | 14.44 | 38.71 | 219.02 | 22.27 | 9.73 | 30.05 | 29.64 | 16.36 |
| 8. | S Chand & Compan | 195.28 | 13.25 | 688.35 | 2.05 | -14.07 | -545.15 | 102.62 | -7.27 | 9.72 | 42.64 | 42.30 | 46.20 |
| 9. | Stanley Lifesty. | 309.10 | 54.16 | 1765.75 | 0.00 | 7.80 | 105.26 | 108.70 | 7.94 | 9.69 | 45.50 | 44.40 | 38.10 |
| 10. | Rane Holdings | 1526.00 | 29.39 | 2179.13 | 2.49 | 57.49 | 194.11 | 1340.82 | 61.38 | 9.64 | 185.33 | 168.45 | 137.00 |
| 11. | ITC Hotels | 228.88 | 74.56 | 47661.64 | 0.00 | 133.71 | 53.82 | 815.54 | 15.54 | 9.63 | 402.35 | 402.35 | 201.39 |
| 12. | B.L.Kashyap | 68.81 | 89.77 | 1551.25 | 0.00 | -3.26 | -121.77 | 294.18 | -13.78 | 9.61 | 12.41 | 12.41 | 10.36 |
| 13. | Sagility India | 45.37 | 31.92 | 21239.19 | 0.00 | 148.56 | 566.49 | 1538.94 | 25.80 | 9.58 | 475.06 | 466.86 | 689.21 |
| 14. | G N F C | 506.60 | 13.25 | 7444.02 | 3.55 | 83.00 | -29.66 | 1601.00 | -20.78 | 9.57 | 299.00 | 303.00 | 307.54 |
| 15. | Nilkamal Ltd | 1556.60 | 22.46 | 2322.45 | 1.28 | 15.33 | -16.63 | 883.14 | 18.91 | 9.57 | 124.66 | 120.12 | 115.41 |
| 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. | Lambodhara Text. | 123.09 | 18.04 | 127.74 | 0.41 | 2.16 | 13.09 | 59.10 | 6.37 | 9.55 | 10.63 | 10.63 | 10.77 |
| 17. | Nelcast | 168.22 | 36.10 | 1463.53 | 0.30 | 12.50 | 96.54 | 331.86 | 10.58 | 9.55 | 25.32 | 24.78 | 24.14 |
| 18. | Confidence Petro | 51.29 | 19.58 | 1704.06 | 0.19 | 20.45 | 34.31 | 1111.99 | 42.94 | 9.48 | 175.02 | 174.78 | 160.31 |
| 19. | Trident | 28.07 | 32.80 | 14304.66 | 1.78 | 139.96 | 89.83 | 1706.89 | -2.06 | 9.48 | 367.30 | 366.20 | 364.98 |
| 20. | The Invest.Trust | 162.85 | 21.65 | 850.76 | 0.00 | 10.20 | -26.15 | 70.10 | -1.00 | 9.44 | 11.15 | 11.09 | 11.42 |
| 21. | Sukhjit Starch | 168.40 | 16.90 | 526.15 | 0.59 | 5.01 | -63.75 | 369.13 | -6.58 | 9.43 | 36.23 | 35.90 | 34.83 |
| 22. | Generic Engineer | 41.33 | 19.34 | 235.52 | 0.00 | 2.00 | 2.04 | 51.96 | 2.79 | 9.36 | 13.85 | 12.67 | 10.77 |
| 23. | Nandan Denim | 3.40 | 13.19 | 490.10 | 0.00 | 11.20 | 49.53 | 1047.68 | 45.18 | 9.27 | 51.24 | 53.21 | 40.55 |
| 24. | Asahi Songwon | 315.35 | 24.67 | 371.71 | 0.16 | 2.59 | -40.73 | 149.88 | 11.62 | 9.08 | 18.90 | 18.77 | 16.22 |
| 25. | Omax Autos | 147.21 | 22.36 | 314.88 | 1.70 | 7.14 | 227.92 | 99.64 | 18.34 | 9.00 | 18.27 | 19.16 | 21.77 |
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