Model Portfolio Articles- 2500 items

How Competition in Diagnostic Industry is intensifying and How Did Dr. Lal PathLabs performed in Q4 | Dr. Lal PathLabs Q4 Result Analysis

Company recorded strong topline growth driven by better realizations & recoveries despite decline in volume in the performance surfactants segments & flattish volume growth in specialty care segments.

Revenue has increased YoY marginally by 3% due to an increase in the prices of the cement as YoY volumes have decreased. But on a QoQ basis, it has increased by 13% due to the volumes sold QoQ has increased by 9%.

Since its acquisition in Nov’21, Sunshine Hospitals has contributed revenue to the tune of Rs. 186 Cr in the 5 month period from Nov to Mar-21 at EBITDA % of 26.1%.

The revenue from operations has grown by 28.72%, but the operating margin has reduced marginally. The REIT has achieved 283,000 Sq.ft. of new leasing and 50,000 Sq.ft. of renewals in the quarter and another 75,000 Sq.ft. of Letter of Interests are under discussion.

Quarterly Results Highlights, Sectoral Event, Sector Trends, Demand Drivers, Future Outlook and Sector Negatives

The Saudi Tourism Authority and EaseMyTrip have agree to collaborate to increase inbound tourism

Commodity Inflation affects margins of the company, price hikes and brand premiumization helps the company to post single higher single-digit growth.

Revenue has increased YoY by 8.44% as the number of outlets of BBQ nation has grown YoY which increased the revenue of the company.

It is a character from Benjamin Graham’s book “The Intelligent Investor”. Mr Market is our neighbor who has all types of stocks and every day, every time he quotes the price of all the stocks.