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
233 results found: Showing page 1 of 10
| 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. | Sukhjit Starch | 175.00 | 13.67 | 546.83 | 0.55 | 2.80 | -76.43 | 359.75 | -2.75 | 9.99 | 35.90 | 35.90 | 34.83 |
| 2. | Aether Industri. | 819.45 | 67.50 | 10865.07 | 0.00 | 42.92 | 869.89 | 214.66 | 86.61 | 9.92 | 42.80 | 42.80 | 39.42 |
| 3. | Epack Durable | 379.55 | 62.54 | 3642.45 | 0.00 | 39.44 | 39.61 | 643.25 | 22.36 | 9.91 | 47.39 | 47.39 | 35.48 |
| 4. | R K Swamy | 177.20 | 47.97 | 894.67 | 1.10 | 12.33 | -52.90 | 83.51 | -29.40 | 9.88 | 14.53 | 14.53 | 14.95 |
| 5. | Hikal | 344.30 | 46.74 | 4245.27 | 0.34 | 50.20 | 48.08 | 552.40 | 7.45 | 9.87 | 134.40 | 134.40 | 117.61 |
| 6. | Kopran | 178.50 | 22.39 | 861.92 | 1.66 | 9.68 | -48.01 | 172.36 | -7.37 | 9.75 | 15.59 | 15.59 | 12.89 |
| 7. | Pavna Industries | 415.05 | 78.57 | 579.11 | 0.00 | 1.82 | -36.57 | 66.23 | -18.69 | 9.75 | 13.05 | 13.05 | 10.70 |
| 8. | Allied Digital | 180.40 | 31.66 | 1017.14 | 0.83 | -7.61 | -153.93 | 204.35 | 15.61 | 9.73 | 29.64 | 29.64 | 16.36 |
| 9. | S Chand & Compan | 223.75 | 13.10 | 788.69 | 1.80 | 141.57 | 10.40 | 471.40 | 7.83 | 9.72 | 42.30 | 42.30 | 46.20 |
| 10. | Stanley Lifesty. | 340.00 | 66.70 | 1941.62 | 0.00 | 10.80 | 2.94 | 112.80 | -5.37 | 9.69 | 44.40 | 44.40 | 38.10 |
| 11. | Rane Holdings | 1612.05 | 28.59 | 2302.05 | 2.35 | 11.73 | -78.42 | 1373.68 | 57.86 | 9.63 | 168.45 | 168.45 | 137.00 |
| 12. | Mangalam Cement | 732.00 | 44.69 | 2012.80 | 0.20 | 16.91 | -2.14 | 502.90 | 15.00 | 9.62 | 78.64 | 78.64 | 74.21 |
| 13. | B.L.Kashyap | 68.53 | 89.40 | 1544.91 | 0.00 | -3.26 | -121.77 | 294.18 | -13.78 | 9.61 | 12.41 | 12.41 | 10.36 |
| 14. | G N F C | 545.00 | 13.44 | 8008.27 | 2.98 | 211.00 | 62.31 | 2055.00 | -2.61 | 9.57 | 303.00 | 303.00 | 307.54 |
| 15. | Nilkamal Ltd | 1752.00 | 24.68 | 2613.99 | 1.15 | 34.23 | -3.89 | 894.01 | 7.17 | 9.57 | 120.12 | 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. | 140.60 | 21.40 | 145.90 | 0.36 | 0.22 | -84.62 | 54.37 | 29.11 | 9.55 | 10.63 | 10.63 | 10.77 |
| 17. | Nelcast | 149.00 | 37.27 | 1296.38 | 0.35 | 13.54 | 192.44 | 329.75 | 11.60 | 9.55 | 24.78 | 24.78 | 24.14 |
| 18. | Jubilant Pharmo | 1232.00 | 35.39 | 19625.77 | 0.42 | 151.30 | 16210.18 | 1928.80 | 9.68 | 9.54 | 368.60 | 368.60 | 381.90 |
| 19. | Trident | 31.63 | 43.58 | 16118.86 | 1.54 | 133.42 | 135.40 | 1864.34 | 10.82 | 9.52 | 366.20 | 366.20 | 364.98 |
| 20. | Confidence Petro | 55.40 | 21.47 | 1840.72 | 0.18 | 27.32 | 129.84 | 924.81 | 46.67 | 9.48 | 174.78 | 174.78 | 160.31 |
| 21. | Sagility India | 44.12 | 38.29 | 20654.05 | 0.00 | 182.57 | 127.62 | 1568.48 | 22.23 | 9.48 | 466.86 | 466.86 | 689.21 |
| 22. | The Invest.Trust | 158.00 | 19.43 | 825.43 | 0.00 | 6.84 | 63.35 | 93.99 | 8.67 | 9.44 | 11.09 | 11.09 | 11.42 |
| 23. | Reliance Industr | 1476.10 | 28.61 | 1997527.69 | 0.34 | 22611.00 | 2.41 | 261388.00 | 10.51 | 9.43 | 53136.00 | 53136.00 | 50832.00 |
| 24. | JK Paper | 388.00 | 16.12 | 6572.84 | 2.14 | 77.18 | -72.36 | 1689.50 | -1.69 | 9.42 | 331.69 | 331.69 | 310.10 |
| 25. | Generic Engineer | 40.19 | 18.88 | 229.04 | 0.00 | 6.21 | 43.42 | 106.80 | -23.93 | 9.36 | 12.67 | 12.67 | 10.77 |
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