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 | 279.85 | 35.77 | 476.86 | 0.00 | 1.97 | -23.44 | 174.23 | 1.41 | 9.99 | 35.39 | 32.78 | 33.76 |
| 2. | R K Swamy | 113.82 | 29.67 | 574.69 | 1.32 | 0.54 | 3.85 | 73.65 | 12.24 | 9.91 | 16.57 | 14.53 | 14.95 |
| 3. | Mangalam Cement | 755.75 | 26.96 | 2078.11 | 0.20 | 20.11 | 513.11 | 394.88 | 9.95 | 9.87 | 81.04 | 78.64 | 74.21 |
| 4. | Pritika Auto | 13.37 | 12.56 | 222.63 | 0.00 | 6.61 | -41.09 | 116.45 | 35.77 | 9.86 | 19.40 | 19.75 | 16.72 |
| 5. | Hikal | 252.71 | 308.51 | 3115.93 | 0.55 | -34.90 | -290.71 | 318.50 | -29.68 | 9.85 | 151.50 | 134.40 | 117.60 |
| 6. | Savita Oil Tech | 372.75 | 16.78 | 2555.59 | 1.07 | 43.66 | 37.25 | 1075.89 | 18.59 | 9.84 | 24.30 | 23.58 | 22.75 |
| 7. | Steel Exchange | 8.17 | 30.92 | 1018.98 | 0.00 | 2.11 | -22.43 | 231.76 | -11.22 | 9.84 | 26.18 | 23.57 | 21.31 |
| 8. | Rane Holdings | 1360.80 | 26.33 | 1943.22 | 2.79 | 31.26 | -1.45 | 1399.22 | 52.67 | 9.64 | 202.16 | 168.45 | 137.00 |
| 9. | ITC Hotels | 193.63 | 54.66 | 40328.31 | 0.00 | 133.29 | 74.31 | 839.48 | 7.91 | 9.63 | 410.27 | 402.35 | 201.39 |
| 10. | Sagility | 49.79 | 29.18 | 23308.33 | 0.10 | 250.83 | 113.76 | 1658.50 | 25.17 | 9.58 | 470.21 | 466.86 | 689.21 |
| 11. | G N F C | 490.85 | 11.34 | 7212.58 | 3.67 | 179.00 | 70.48 | 1968.00 | 2.66 | 9.57 | 304.00 | 302.83 | 307.54 |
| 12. | Nilkamal Ltd | 1419.40 | 20.28 | 2117.74 | 1.41 | 33.67 | 3.20 | 967.71 | 17.76 | 9.57 | 129.75 | 120.12 | 115.41 |
| 13. | Nelcast | 109.44 | 25.89 | 952.14 | 0.46 | 4.76 | -44.13 | 298.74 | -9.59 | 9.55 | 25.79 | 24.78 | 24.14 |
| 14. | Trident | 27.63 | 31.72 | 14080.13 | 1.81 | 90.93 | 9.30 | 1787.17 | 4.33 | 9.48 | 357.99 | 366.20 | 364.98 |
| 15. | S Chand & Compan | 160.34 | 11.03 | 565.55 | 2.49 | -53.59 | -2.01 | 49.35 | 31.78 | 9.45 | 43.20 | 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 | 148.33 | 20.25 | 463.44 | 0.67 | 4.30 | -65.74 | 314.61 | -14.46 | 9.43 | 36.57 | 35.90 | 34.83 |
| 17. | Pavna Industries | 27.52 | 99.48 | 383.99 | 0.00 | 1.68 | -53.65 | 74.15 | -11.44 | 9.38 | 13.70 | 13.05 | 10.70 |
| 18. | Confidence Petro | 34.04 | 12.04 | 1130.95 | 0.29 | 20.41 | 14.60 | 983.01 | 31.81 | 9.33 | 172.97 | 174.78 | 160.30 |
| 19. | Nandan Denim | 2.98 | 11.35 | 429.56 | 0.00 | 9.45 | 7.63 | 784.69 | -7.71 | 9.27 | 47.69 | 53.21 | 40.56 |
| 20. | Asahi Songwon | 250.80 | 18.30 | 295.62 | 0.60 | 2.09 | -41.41 | 120.90 | -14.62 | 9.17 | 18.78 | 18.77 | 16.22 |
| 21. | Lambodhara Text. | 124.34 | 17.87 | 129.04 | 0.40 | 3.32 | 4.40 | 62.54 | 2.66 | 9.10 | 10.64 | 10.63 | 10.77 |
| 22. | Omax Autos | 99.29 | 17.04 | 212.38 | 2.52 | 0.33 | -83.08 | 88.28 | 12.34 | 9.00 | 17.59 | 19.16 | 21.77 |
| 23. | Texmo Pipes | 50.04 | 7.94 | 146.09 | 0.00 | 2.12 | -8.27 | 63.05 | -1.47 | 8.92 | 12.22 | 13.80 | 10.63 |
| 24. | IOL Chemicals | 83.08 | 21.00 | 2438.63 | 0.96 | 30.00 | 56.66 | 567.53 | 7.95 | 8.86 | 76.92 | 71.92 | 62.85 |
| 25. | Orient Cement | 165.55 | 11.09 | 3401.39 | 0.30 | 49.09 | 2015.95 | 643.32 | 18.25 | 8.83 | 213.68 | 153.01 | 149.16 |
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