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
181 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 | 226.66 | 33.07 | 386.23 | 0.00 | 0.59 | -72.69 | 180.92 | 13.00 | 9.99 | 36.79 | 32.78 | 33.76 |
| 2. | R K Swamy | 74.68 | 18.54 | 375.33 | 2.01 | 2.75 | 23.97 | 88.66 | 15.46 | 9.91 | 17.65 | 14.53 | 14.95 |
| 3. | Mangalam Cement | 798.20 | 26.97 | 2194.83 | 0.19 | 11.35 | 54.93 | 421.39 | -3.88 | 9.87 | 82.10 | 78.64 | 74.21 |
| 4. | Pritika Auto | 11.51 | 9.67 | 191.83 | 0.00 | 5.73 | 67.41 | 113.43 | 40.64 | 9.86 | 19.50 | 19.75 | 16.72 |
| 5. | Hikal | 159.96 | 78.89 | 1972.32 | 0.88 | -5.90 | 86.63 | 494.30 | 10.41 | 9.85 | 159.50 | 134.40 | 117.61 |
| 6. | Savita Oil Tech | 312.55 | 12.04 | 2142.86 | 1.28 | 40.88 | 170.19 | 1073.62 | 13.56 | 9.84 | 24.65 | 23.58 | 22.75 |
| 7. | Steel Exchange | 7.63 | 49.10 | 951.63 | 0.00 | 2.28 | -85.62 | 240.35 | -26.61 | 9.84 | 27.24 | 23.57 | 21.31 |
| 8. | Rane Holdings | 1044.50 | 73.60 | 1491.55 | 3.64 | -39.51 | -1591.89 | 1534.62 | 23.70 | 9.64 | 207.15 | 168.45 | 137.00 |
| 9. | ITC Hotels | 147.39 | 37.51 | 30694.30 | 0.00 | 236.83 | 37.46 | 1230.68 | 21.20 | 9.63 | 410.53 | 402.35 | 201.39 |
| 10. | Sagility | 41.71 | 22.35 | 19530.71 | 0.12 | 267.66 | 34.58 | 1971.15 | 35.65 | 9.58 | 477.56 | 466.86 | 689.21 |
| 11. | G N F C | 391.25 | 9.23 | 5749.05 | 4.60 | 150.00 | -7.98 | 1996.00 | 5.11 | 9.57 | 302.00 | 302.83 | 307.54 |
| 12. | Nilkamal Ltd | 1159.70 | 14.65 | 1730.27 | 1.72 | 25.40 | 63.73 | 962.03 | 12.61 | 9.57 | 136.01 | 120.12 | 115.41 |
| 13. | Nelcast | 120.99 | 22.54 | 1052.63 | 0.41 | 15.90 | 165.89 | 329.62 | 13.11 | 9.55 | 26.25 | 24.78 | 24.14 |
| 14. | Trident | 23.89 | 29.81 | 12174.24 | 2.09 | 44.24 | -44.49 | 1574.46 | -5.56 | 9.48 | 337.32 | 366.20 | 364.98 |
| 15. | S Chand & Compan | 139.98 | 9.92 | 492.69 | 2.86 | -28.70 | -6.57 | 98.95 | -1.20 | 9.45 | 43.86 | 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 | 158.25 | 32.44 | 494.44 | 0.63 | 3.13 | -70.96 | 347.00 | -7.53 | 9.43 | 36.80 | 35.90 | 34.83 |
| 17. | Pavna Industries | 15.86 | 35.75 | 220.21 | 0.00 | 3.02 | 328.57 | 108.03 | 35.99 | 9.38 | 13.92 | 13.05 | 10.70 |
| 18. | Confidence Petro | 44.03 | 17.34 | 1462.86 | 0.23 | 21.28 | -31.37 | 1393.88 | 99.91 | 9.33 | 168.90 | 174.78 | 160.30 |
| 19. | Nandan Denim | 2.20 | 9.26 | 317.12 | 0.00 | 2.97 | -54.86 | 499.53 | -46.06 | 9.27 | 45.72 | 53.21 | 40.56 |
| 20. | Asahi Songwon | 200.75 | 15.24 | 236.63 | 0.75 | 2.26 | -20.00 | 120.65 | -9.77 | 9.17 | 18.74 | 18.77 | 16.22 |
| 21. | Tata Consumer | 1023.80 | 69.87 | 101311.34 | 0.81 | 384.52 | 41.52 | 5112.00 | 15.04 | 9.16 | 614.59 | 600.74 | 377.15 |
| 22. | Lambodhara Text. | 90.14 | 11.55 | 93.54 | 0.55 | 2.40 | 57.89 | 59.08 | -2.86 | 9.10 | 10.65 | 10.63 | 10.77 |
| 23. | Omax Autos | 99.14 | 9.72 | 212.06 | 2.52 | 12.22 | 325.78 | 122.17 | 32.39 | 9.00 | 17.45 | 19.16 | 21.77 |
| 24. | Texmo Pipes | 37.84 | 5.99 | 110.47 | 0.00 | 4.78 | 0.80 | 110.00 | 0.15 | 8.92 | 11.49 | 13.80 | 10.63 |
| 25. | IOL Chemicals | 77.43 | 18.25 | 2272.78 | 1.29 | 20.58 | 40.88 | 580.39 | 10.91 | 8.86 | 78.43 | 71.92 | 62.85 |
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