BETTER TOMORROW

Race to ‘-1’

Imagine in the normal tomorrow of role reversal 40% of us have to pick up option number 2 (Garbage Collection and Disposal) and 60% option number 1 ( Food Value Chain). And for simplicity, to execute the role you only have to think of one end user.  What would be the other best scenario? One… Continue reading Race to ‘-1’

BETTER TOMORROW

Race to ‘-1’

Imagine a normal tomorrow where each of us has to undergo a role reversal which requires to do what others do for us. Most of us have now dealt with or at least aware of who all help us carry our daily lives. Other than our families and employers/employees/venture; all of us are directly impacted… Continue reading Race to ‘-1’

MONEY TALKS

Credit Series- Myth on EBIDTA

“The company is able to pass on the increase in prices with a monthly/quarterly lag. They have been able to maintain EBIDTA margins YOY inspite of fluctuations in crude”.  “This company has been able to consistently deliver EBIDTA margins of 10% in last 3 years”.  I had come across these statements multiple times. Considering how… Continue reading Credit Series- Myth on EBIDTA

MONEY TALKS

CREDIT SERIES-7- Look beyond the good numbers

This company has been consistently delivering excellent performance for the last 5 years inspite of challenging business environment with multiple business events including the crude movement on which its prices are dependent. Increasing sales YOY, margins remaining stable and leverage ratios well within the acceptable levels. Further on one side rating has been upgraded but… Continue reading CREDIT SERIES-7- Look beyond the good numbers