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
209 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. | Suryalata Spg. | 301.05 | 10.31 | 128.45 | 0.66 | 3.35 | -9.21 | 121.63 | 4.28 | 9.97 | 16.35 | 14.43 | 12.38 |
| 2. | Sahyadri Industr | 286.45 | 16.09 | 312.90 | 0.35 | 4.27 | -0.47 | 151.43 | -1.57 | 9.96 | 24.83 | 24.01 | 23.82 |
| 3. | Aether Industri. | 749.20 | 61.68 | 9925.06 | 0.00 | 42.92 | 869.89 | 214.66 | 86.61 | 9.92 | 42.80 | 42.80 | 39.42 |
| 4. | Cosmo First | 1084.10 | 21.34 | 2845.87 | 0.28 | 27.10 | 76.20 | 745.86 | 16.30 | 9.91 | 99.70 | 99.70 | 89.48 |
| 5. | R K Swamy | 184.42 | 50.04 | 933.75 | 1.08 | 12.33 | -52.90 | 83.51 | -29.40 | 9.88 | 14.53 | 14.53 | 14.95 |
| 6. | Hikal | 372.45 | 50.64 | 4598.39 | 0.32 | 50.20 | 48.08 | 552.40 | 7.45 | 9.87 | 134.40 | 134.40 | 117.61 |
| 7. | Kopran | 185.04 | 23.17 | 893.38 | 1.62 | 9.68 | -48.01 | 172.36 | -7.37 | 9.75 | 15.59 | 15.59 | 12.89 |
| 8. | Bhageria Indust. | 182.97 | 20.66 | 799.51 | 0.55 | 15.12 | 137.36 | 182.63 | 0.18 | 9.74 | 31.42 | 31.42 | 31.72 |
| 9. | S Chand & Compan | 221.72 | 12.95 | 780.15 | 1.80 | 141.57 | 10.40 | 471.40 | 7.83 | 9.72 | 42.30 | 42.30 | 46.20 |
| 10. | Stanley Lifesty. | 347.85 | 68.44 | 1991.46 | 0.00 | 10.80 | 2.94 | 112.80 | -5.37 | 9.69 | 44.40 | 44.40 | 38.10 |
| 11. | DEE Development | 266.72 | 76.77 | 1841.66 | 0.00 | -13.33 | -247.62 | 162.00 | -22.72 | 9.68 | 49.17 | 45.07 | 37.73 |
| 12. | Mangalam Cement | 825.45 | 50.40 | 2271.02 | 0.18 | 16.91 | -2.14 | 502.90 | 15.00 | 9.62 | 78.64 | 78.64 | 74.21 |
| 13. | Hester Bios | 1812.40 | 56.05 | 1540.77 | 0.33 | 1.54 | -73.94 | 81.93 | 3.37 | 9.62 | 16.80 | 16.80 | 17.17 |
| 14. | G N F C | 547.85 | 13.49 | 8050.88 | 3.01 | 211.00 | 62.31 | 2055.00 | -2.61 | 9.57 | 303.00 | 303.00 | 307.54 |
| 15. | Jubilant Pharmo | 1133.10 | 32.55 | 18063.98 | 0.44 | 151.30 | 16210.18 | 1928.80 | 9.68 | 9.54 | 368.60 | 368.60 | 381.90 |
| 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. | Samkrg Pistons | 145.80 | 12.25 | 143.17 | 1.37 | 2.24 | -50.98 | 57.76 | -4.51 | 9.53 | 14.23 | 12.92 | 13.25 |
| 17. | IZMO | 305.00 | 8.54 | 453.60 | 0.00 | 6.06 | -11.92 | 58.67 | 16.85 | 9.53 | 14.98 | 15.44 | 11.63 |
| 18. | Trident | 32.71 | 45.07 | 16669.24 | 1.53 | 133.42 | 135.40 | 1864.34 | 10.82 | 9.52 | 366.20 | 366.20 | 364.98 |
| 19. | Divgi Torq | 556.60 | 60.21 | 1701.01 | 0.47 | 5.24 | -44.08 | 52.51 | -16.72 | 9.52 | 23.77 | 18.69 | 12.99 |
| 20. | Nelcast | 135.34 | 34.17 | 1176.89 | 0.30 | 13.54 | 192.44 | 329.75 | 11.60 | 9.51 | 24.78 | 24.78 | 24.14 |
| 21. | Sagility India | 40.72 | 35.37 | 19066.81 | 0.00 | 182.57 | 127.62 | 1568.48 | 22.23 | 9.48 | 466.86 | 466.86 | 689.21 |
| 22. | Nilkamal Ltd | 1791.10 | 25.12 | 2674.03 | 1.12 | 34.23 | -3.89 | 894.01 | 7.17 | 9.47 | 120.12 | 120.12 | 115.41 |
| 23. | Liberty Shoes | 458.35 | 43.44 | 779.26 | 0.00 | 2.37 | 740.74 | 160.10 | 5.27 | 9.45 | 31.13 | 33.76 | 31.69 |
| 24. | The Invest.Trust | 146.35 | 18.03 | 766.70 | 0.00 | 6.84 | 63.35 | 93.99 | 8.67 | 9.44 | 11.09 | 11.09 | 11.42 |
| 25. | Reliance Industr | 1422.10 | 27.64 | 1925324.62 | 0.35 | 22611.00 | 2.41 | 261388.00 | 10.51 | 9.43 | 53136.00 | 53136.00 | 50832.00 |
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