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
174 results found: Showing page 1 of 7
| 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. | Zim Laboratories | 88.07 | 27.92 | 429.13 | 0.00 | 4.00 | -16.32 | 96.33 | 0.04 | 9.98 | 18.73 | 15.95 | 17.47 |
| 2. | Suryalata Spg. | 308.90 | 10.58 | 131.81 | 0.65 | 3.35 | -9.21 | 121.63 | 4.28 | 9.97 | 16.35 | 14.43 | 12.38 |
| 3. | Jubilant Ingrev. | 695.65 | 53.69 | 11080.39 | 0.72 | 69.38 | 79.93 | 1056.77 | 9.35 | 9.97 | 153.96 | 136.17 | 122.18 |
| 4. | KM Sugar Mills | 28.07 | 8.03 | 258.24 | 0.00 | 12.64 | 369.89 | 165.76 | 45.54 | 9.96 | 21.60 | 22.59 | 15.87 |
| 5. | Sahyadri Industr | 269.96 | 15.18 | 295.51 | 0.37 | 0.76 | -76.03 | 130.69 | -3.20 | 9.96 | 24.85 | 24.01 | 23.82 |
| 6. | Dalmia Bharat | 392.10 | 11.68 | 3173.63 | 1.28 | 59.51 | -8.33 | 841.26 | 44.15 | 9.84 | 126.53 | 126.96 | 121.25 |
| 7. | Rishabh Instrum. | 264.91 | 58.68 | 1017.45 | 0.00 | 7.92 | 8.64 | 181.19 | 13.73 | 9.81 | 28.14 | 27.60 | 20.46 |
| 8. | NOCIL | 184.08 | 24.87 | 3074.59 | 1.63 | 12.90 | -57.00 | 318.13 | -6.60 | 9.78 | 53.40 | 52.79 | 55.68 |
| 9. | T.V. Today Netw. | 168.66 | 12.10 | 1006.37 | 5.04 | 8.73 | -70.02 | 236.76 | -9.87 | 9.68 | 38.42 | 41.39 | 41.28 |
| 10. | DEE Development | 229.62 | 66.10 | 1585.62 | 0.00 | -13.33 | -247.62 | 162.00 | -22.72 | 9.68 | 49.17 | 45.07 | 37.73 |
| 11. | Birla Cable | 151.42 | 90.13 | 454.26 | 1.16 | 1.55 | -58.56 | 157.80 | -2.57 | 9.57 | 14.36 | 10.79 | 10.63 |
| 12. | Samkrg Pistons | 137.75 | 11.57 | 135.27 | 1.45 | 2.24 | -50.98 | 57.76 | -4.51 | 9.53 | 14.23 | 12.92 | 13.25 |
| 13. | IZMO | 317.15 | 8.87 | 471.00 | 0.00 | 6.06 | -11.92 | 58.67 | 16.85 | 9.53 | 14.98 | 15.44 | 11.63 |
| 14. | Divgi Torq | 489.80 | 53.02 | 1497.95 | 0.53 | 5.24 | -44.08 | 52.51 | -16.72 | 9.52 | 23.77 | 18.69 | 12.99 |
| 15. | Liberty Shoes | 404.30 | 38.40 | 688.93 | 0.00 | 2.37 | 740.74 | 160.10 | 5.27 | 9.45 | 31.13 | 33.76 | 31.69 |
| 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. | Mishra Dhatu Nig | 291.25 | 54.39 | 5456.28 | 0.48 | 25.27 | 102.32 | 237.96 | -5.56 | 9.44 | 62.60 | 58.55 | 53.00 |
| 17. | Reliance Industr | 1300.40 | 25.27 | 1759749.29 | 0.38 | 22611.00 | 2.41 | 261388.00 | 10.51 | 9.43 | 53136.00 | 53136.00 | 50832.00 |
| 18. | Laxmi Organic | 184.87 | 37.65 | 5122.13 | 0.32 | 29.31 | 7.80 | 786.34 | 13.26 | 9.40 | 115.07 | 106.59 | 72.41 |
| 19. | Orchid Pharma | 808.55 | 37.17 | 4100.89 | 0.00 | 20.78 | -29.39 | 217.34 | -1.47 | 9.37 | 34.10 | 33.24 | 54.79 |
| 20. | Vishal Fabrics | 25.86 | 20.06 | 511.02 | 0.00 | 7.68 | -2.17 | 403.68 | 0.58 | 9.27 | 32.92 | 32.70 | 33.41 |
| 21. | T N Petro Prod. | 74.15 | 17.18 | 667.13 | 1.62 | 11.70 | -31.02 | 460.28 | 33.08 | 9.14 | 25.44 | 22.62 | 21.30 |
| 22. | Transpek Inds. | 1250.10 | 19.88 | 698.25 | 1.12 | 10.65 | -24.36 | 170.04 | 14.64 | 9.10 | 48.67 | 37.60 | 33.02 |
| 23. | Whirlpool India | 1156.55 | 44.43 | 14673.36 | 0.43 | 44.53 | 57.06 | 1704.85 | 11.02 | 9.07 | 220.98 | 210.32 | 185.41 |
| 24. | Sh.Pushkar Chem. | 243.15 | 14.25 | 786.29 | 0.62 | 15.92 | 108.65 | 217.06 | 24.29 | 9.06 | 22.11 | 21.62 | 18.51 |
| 25. | DCM Shriram | 1020.30 | 29.29 | 15910.79 | 0.65 | 262.14 | 9.01 | 3366.81 | 10.93 | 8.99 | 376.31 | 302.93 | 260.16 |
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