Weekly Fin-Fun Newsletter #109

Merry Christmas, Markets,Stock Book & Movie of Week, IPO Jugaad, Spotting Multibaggers with Kuntal Shah, Ramesh Damani on Indian Markets, Warren Buffet's Japan Bet's by Mohnish Pabrai and more

🎄 Wishing all friends a Merry Christmas filled with joy, laughter, and cherished moments! 🎅 May your hearts be light, your spirits bright, and your holiday season be magical. Cheers to a festive and wonderful Christmas! 🌟🎁 #MerryChristmas

• Markets this Week

Relatively Crude, Bonds down, , Gold & Nifty bouncing back

After nearly 1000 points up-down journey , Nifty longs above 21420 levels

• Save Taxes up to Rs. 85,800 in a year

  - Rs.46,800 u/s.80C

  - Rs.15,600 u/s.80CCD

  - Rs.23,400 u/s.80D

• Stock of the Week

Bayer Crop Science CMP 5600

Perks

1. D/E is 0.0

2. DII have increased their stakes by 0.17% in the latest quarter (13.06% to 13.23%)

3. Dividend pay-out is 76.98% of Net Profit

4. Dividend Yield is 2.32%

5. Free Cash Flow yield is 3.4%

6. Free Cash Flow yield 3.4% has improved as compared to 5 Yrs avg FCF yield 2.56%

7. FII have increased their stakes by 0.12% in the latest quarter (3.18% to 3.3%)

8. P/E ratio is 29.83 which is lower than it's 5 years Average P/E 34.67

9. P/E of 29.83 which is lower than Industry P/E of 32.76

10. Interest Coverage ratio is 45.4

11. Quarterly Profit has grown by 37.08% YoY

12. Quarterly Sales has grown by 11.39% YoY

13. Net Profit Margin (PAT Margin) is 12.85%

14. Net Profit Margin (PAT Margin) 12.85% has improved as compared to last year's NPM 11.84%

15. Operating Profit Margin (EBITDA Margin) is 17.81%

16. Operating Profit Margin (EBITDA Margin) 17.81% has improved as compared to last year's OPM 17.02%

17. 3 Years Profit CAGR is 16.91%

18. Annual Profit has grown over by 17.5%

19. Promoters + FIIs + DIIs hold 87.96% in the company

20. Retail/Public have reduced their stakes by 0.29% in the latest quarter (12.33% to 12.04%)

21. ROCE is 38.67%

22. ROCE 38.67% is above the 5 years ROCE average 30.65%

23. ROCE 38.67% has increased as compared to last year's ROCE 33.88%

24. ROE is 28.96%

25. ROE 28.96% is above the 5 years ROE average 22.05%

26. ROE 28.96% has increased as compared to last year's ROE 25.43%

27. 3 Years Sales CAGR is 12.5%

• Mumbai of the Week

Founded in 1934 in Malad by Devika Rani and Himanshu Rai - Bombay Talkies

• Movie of the Week

• Book of the Week

Nice review on Capitalmind

• Interesting Tweets and Reads

150 Years of Real Stock Market Growth

Kuntal Shah’s really cool interview - Thread here