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
191 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 | 251.30 | 36.66 | 428.21 | 0.00 | 0.59 | -72.69 | 180.92 | 13.00 | 9.99 | 36.79 | 32.78 | 33.76 |
| 2. | R K Swamy | 94.50 | 23.58 | 477.14 | 1.60 | 2.75 | 23.97 | 88.66 | 15.46 | 9.91 | 17.65 | 14.53 | 14.95 |
| 3. | Cyient DLM | 420.95 | 45.58 | 3340.84 | 0.00 | 22.44 | -27.71 | 369.08 | -13.78 | 9.88 | 42.75 | 42.75 | 34.06 |
| 4. | Mangalam Cement | 894.50 | 30.22 | 2459.63 | 0.16 | 11.35 | 54.93 | 421.39 | -3.88 | 9.87 | 82.10 | 78.64 | 74.21 |
| 5. | Pritika Auto | 14.30 | 12.02 | 238.12 | 0.00 | 5.73 | 67.41 | 113.43 | 40.64 | 9.86 | 19.50 | 19.75 | 16.72 |
| 6. | Hikal | 204.05 | 100.62 | 2515.96 | 0.68 | -5.90 | 86.63 | 494.30 | 10.41 | 9.85 | 159.50 | 134.40 | 117.61 |
| 7. | Steel Exchange | 10.31 | 67.86 | 1315.06 | 0.00 | 2.28 | -85.62 | 240.35 | -26.61 | 9.84 | 27.24 | 23.57 | 21.31 |
| 8. | Birla Corpn. | 1060.45 | 14.52 | 8166.52 | 0.93 | 294.77 | -3.59 | 2836.12 | 0.75 | 9.78 | 531.82 | 531.82 | 571.85 |
| 9. | Paushak | 497.00 | 31.15 | 1225.45 | 0.50 | 12.51 | 30.31 | 55.14 | 5.31 | 9.73 | 21.38 | 21.38 | 14.97 |
| 10. | Sahyadri Industr | 321.45 | 11.95 | 351.86 | 0.30 | 10.55 | 147.07 | 194.52 | 28.46 | 9.71 | 24.52 | 24.52 | 24.83 |
| 11. | Jindal Steel | 1230.70 | 31.16 | 125542.25 | 0.16 | 1041.24 | 172.66 | 16217.93 | 23.02 | 9.70 | 3171.45 | 3171.45 | 2767.55 |
| 12. | DCW | 48.70 | 29.83 | 1437.39 | 0.20 | 18.08 | 60.57 | 609.06 | 13.23 | 9.69 | 103.83 | 103.83 | 99.93 |
| 13. | Rane Holdings | 1139.00 | 80.26 | 1626.49 | 3.33 | -39.51 | -1591.89 | 1534.62 | 23.70 | 9.64 | 207.15 | 168.45 | 137.00 |
| 14. | ITC Hotels | 157.50 | 40.10 | 32806.89 | 0.00 | 236.83 | 37.46 | 1230.68 | 21.20 | 9.63 | 410.53 | 402.35 | 201.39 |
| 15. | Sagility | 44.05 | 23.60 | 20621.25 | 0.11 | 267.66 | 34.58 | 1971.15 | 35.65 | 9.58 | 477.56 | 466.86 | 689.21 |
| 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. | G N F C | 476.20 | 11.23 | 6997.29 | 3.79 | 150.00 | -7.98 | 1996.00 | 5.11 | 9.57 | 302.00 | 302.83 | 307.54 |
| 17. | Nilkamal Ltd | 1289.90 | 16.29 | 1924.53 | 1.55 | 25.40 | 63.73 | 962.03 | 12.61 | 9.57 | 136.01 | 120.12 | 115.41 |
| 18. | Nelcast | 151.25 | 28.16 | 1315.89 | 0.33 | 15.90 | 165.89 | 329.62 | 13.11 | 9.55 | 26.25 | 24.78 | 24.14 |
| 19. | Trident | 25.70 | 32.09 | 13096.60 | 1.94 | 44.24 | -44.49 | 1574.46 | -5.56 | 9.48 | 337.32 | 366.20 | 364.98 |
| 20. | IKIO Tech | 168.50 | 34.43 | 1302.20 | 0.00 | 17.53 | 804.70 | 165.35 | 47.25 | 9.46 | 30.86 | 30.86 | 24.27 |
| 21. | S Chand & Compan | 167.85 | 11.92 | 592.05 | 2.38 | -28.70 | -6.57 | 98.95 | -1.20 | 9.45 | 43.86 | 42.30 | 46.20 |
| 22. | Sukhjit Starch | 214.90 | 44.05 | 671.43 | 0.47 | 3.13 | -70.96 | 347.00 | -7.53 | 9.43 | 36.80 | 35.90 | 34.83 |
| 23. | Pavna Industries | 18.35 | 41.56 | 256.03 | 0.00 | 3.02 | 328.57 | 108.03 | 35.99 | 9.38 | 13.92 | 13.05 | 10.70 |
| 24. | Confidence Petro | 56.89 | 22.41 | 1890.12 | 0.18 | 21.28 | -31.37 | 1393.88 | 99.91 | 9.33 | 168.90 | 174.78 | 160.30 |
| 25. | Nandan Denim | 2.71 | 11.42 | 390.64 | 0.00 | 2.97 | -54.86 | 499.53 | -46.06 | 9.27 | 45.72 | 53.21 | 40.56 |
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