@drfarukkp Sir investors are not giving fair price to your company shares because you are taking too much money home through royalty and remuneration. While taking some profits home is well deserved but the money taken by you in FY-26 is very high.
https://t.co/As81Vl2Bfk
KPI Green Energy is down 50% from its all-time high, despite reporting record revenue and record profit this year.
I went through the annual report and investor presentation to understand the disconnect.
A thread for anyone holding or watching this stock. ๐งต
KP group is hiring on more than 400 plus positions as per.
https://t.co/OcpN9jtCP2
there is stiff competition for EPC. KP identified this 2 years ago and already is on path of becoming big power producer. They were sub contracting EPC work to Bondada more than a year ago.
@RajStockWatch so that power production is not curtailed during day time and that surplus can be sold at a higher price later in the day. Listen to calls of KP group. they are still bullish and have given good guidance. Infact the guidance of q1 also is good. Not all companies are same.
@RajStockWatch there is a pause in contracts because grid is choked during peak day time. Going forward BESS will be mandatory. for MAke in India and Atmanirbhar bharat Power is the basic need. Solar has major role but from now BESS is a necessity
๐RUDRA GAS FY26 ANNUAL RESULTS. H2FY26 RESULTS. Rs.73 was at 8.7p/e. Now 7x๐
STEADY GROWTH. Very ๐งTanda company. Never makes any announcements. No diversification like DESCO.
H2 FY26 Vs.H1 FY26
REV: Rs. 74Cr Rs. Vs Rs. 50Cr๐
PAT: Rs. 5.8Cr Vs Rs. 2.8Cr๐
(May Compare with H2FY25 Rev=Rs. 60Cr & PAT=Rs. 4Cr )
FY26 Vs FY25
REV: Rs. 124Cr Vs Rs. 100Cr๐
PAT:Rs. 8.6Cr Vs Rs. 6.2Cr๐
RUDRA GAS SME IPO was in FEB 2024 at Rs.63 at 13 p/e .
@RajStockWatch Companies rush to post results when they are good. Late usually is bad. Although I remember Oriana posting results late 2 years ago and that was a great set
I asked Gemini if GLP-1 drugs like ozempic and Mounjaro reduce hearth attacks. It explained it will reduce them by 20%
improvement also noticed in BP and Diabetes. I think hospital stocks are in for a bad time
RUDRA GASโก๐ข๏ธ
โข ๐ค Enters Tripartite Agreement with GAIL & Gujarat Gas
โข ๐ Contract for CBG (Compressed Bio Gas) transportation
โข ๐ Includes pipeline + cascade transport model
โข ๐ฐ Estimated billing โน1 Cr/month
(A tiny company with a 100cr annual revenue just got a 12cr annual order which will stay for the next 20 years๐๐ฅ๐ฅ)
โข ๐ Long-term deal valid till Dec 2047