Astral Poly: Management meet

We had recently mentioned about our trip to Gujarat and company visits there. Here is the detailed update on Astral Polytechnik. We had first mentioned about this company in March, 2011. Since then the stock has done very well, rising from Rs 120 to 300 and we feel that it still has a good potential … Continue reading Astral Poly: Management meet

Astral Polytechnik–Management Meet

We had recently posted about Astral Polytechnik Ltd. (APL). We had discussed about the shift taking place in the Indian plumbing market from GI Pipes to CPVC and Astral’s leadership position in the same. The feedback and further research on this stock has been remarkable. Our friend – Donald Francis, made a company visit and … Continue reading Astral Polytechnik–Management Meet

Astral Poly Technik Ltd – BSE:532830

Real Estate/Construction sector is a huge area in India and the potential going forward is enormous. Plumbing and clean water transportation is a very important area and crucial part of a construction project. Repairing of plumbing work is a very troublesome and costly affair and hence one won’t compromise on this front. The plumbing industry … Continue reading Astral Poly Technik Ltd – BSE:532830

Updates on the Quarterly Results – Q4FY14

First of all a heartiest congratulations to everyone for giving such a clear mandate. It was the need of the hour for our country and society to have a better and stable government. It is heartening to see that this time the election has been won on the agenda of development. From inaction and scams, … Continue reading Updates on the Quarterly Results – Q4FY14

Alembic Pharma Q&A and other updates

Alembic Pharma Management Q&A We have an US CEO who has been with us for last 5 years and assembled together a top Team in International Generics business. Success has come because of Product Identification ability. Year-wise market-wise plans are drawn up till 2024 We have built a strong IP Culture/Team over last 5 years … Continue reading Alembic Pharma Q&A and other updates

Happy New Year 2014

Welcome 2014! Dear Friends, Dalal-street team wishes you & your family a very Happy & Prosperous New Year! 2013 has been a great year for markets, especially the mid cap area we focus on. The best thing about markets has been that it has focused on quality and rewarded companies with good balance sheet, business … Continue reading Happy New Year 2014

Updates on latest quarterly results [Q4FY13]

“Market rewards you as per your perception about the market. If you treat it as a gambling den, it will prove a gamble for you” – Vijay Kedia The results season is here and we are again busy tracking them. For those who still don’t use the alert feature in the Screener, we would highly … Continue reading Updates on latest quarterly results [Q4FY13]