Author Archives: Pawan Purohit
Bajaj Auto
Summary of Bajaj Auto Ltd (BAL) Bajaj Auto Ltd is engaged in the development, manufacturing, and distribution of two-wheeler and three-wheeler in India as well as in 79 other countries. Bajaj’s market share in the two-wheeler industry hovered at 18% and has the leading position in the Three-wheeler market share at 76% in FY23. ThoughContinue reading “Bajaj Auto”
Indian Energy Exchange(IEX)
Rating: OvervaluedTicker Symbol: IEXPrice (14th March 23): 145.30Target Price range: 70 – 9452 Week range: 129.25 – 251.50Mcap: 13,636Enterprise value: 13,564 Basic Information: Indian Energy Exchange (IEX) is a trading company that operates in the power and energy sector. It provides a platform for trading electricity, renewable energy certificates (RECs), and energy-saving certificates (ESCerts). BusinessContinue reading “Indian Energy Exchange(IEX)”
IEX (Part 1)
Electricity distribution companies (discoms) in India predominantly buy electricity from the wholesale power market under long-term (typically 25 years), medium-term (up to 5 years), and short-term (up to 1 year) contracts. Though a discom buys capacity through contracts of varying durations, it schedules power supply only on a day-ahead basis. To balance possible mismatches between procurement andContinue reading “IEX (Part 1)”
Dodla Dairy Limited (DDL)
(Article and Model are just for learning purposes.) The Indian dairy market industry has grown at a CAGR of ~10% between fiscal 2015 and 2020 to reach ₹6.7 trillion in fiscal 2020. This growth has come on the back of a 6-7% increase in volumes and 3-4% increase in price realizations. The dairy industry includesContinue reading “Dodla Dairy Limited (DDL)”
Jho hota hai ache ke liye hota hai
Before getting on main idea lets explore what is regression? Regression is a line which minimize the distance between line and points. Data points on garph represent people and line is best possible outcome for all the data points. Some data points are far way from line and some are nearest. for those people whoContinue reading “Jho hota hai ache ke liye hota hai”
Healthcare Sector
Company Mcap (in Crs) MPS EPS(TTM) PE EV EBITDA EVEBITDA Apollo 62,467.20 4338.00 58.39 74.29 64024.20 2081 30.77 Max 43,986.30 453 9.74 46.51 43796.30 1041 42.07 Fortis 21,593.00 286 6.78 42.18 22182.00 1062 20.89 NH 14,912.40 731 21.81 33.52 15343.40 781 19.65 KIMS 12,016.00 1502 41.09 36.55 12141.00 533 22.78 GHL(FY22) 12,113.60 452 7.75 58.32Continue reading “Healthcare Sector”
Personal Thoughts – I
In the Harry Potter movie, when Harry decides to greet death with the open arm, he stands on the edge of the forbidden forest and throws resurrection and all parental figures to Harry appear even Remus because he died in the first half of the battle of Hogwarts. Harry asked Remus, ” Remus, Your son”Continue reading “Personal Thoughts – I”
Great Expectations
Great Expectations – Charles Dickens – is one of my favorite books. A glimpse of the story: A small boy named Pip, whose parents are deceased and he lives with his sister and her husband, who is a blacksmith. Pip once brought food for a fugitive later the fugitive got caught by the prison guard.Continue reading “Great Expectations”
Bandish Moments
Bandish Bandits is a web-series on Amazon Prime. Tamanna (female lead actor) is struggling to produce hit music as per her contract. So, she visits Jodhpur, where her father resides, to get an idea from him. Her father tells her to organize a concert, and there she meets Radhe (male lead actor) and insults hisContinue reading “Bandish Moments”
