00:00Another result we can look at is how things are going somewhere right now.
00:07To help you understand a little bit, look at the results of Havells, the revenue is not much but the profit is quite good.
00:14Is there some one one effect in it?
00:32One thing that I should have noticed from this was that the margin competition was a bit more in this segment.
00:40I still don't understand this region very well, Margin
00:45There is a lot of competition in this and there is no need to invest too much in it.
00:52How many types of Pankha will you make? Will you make Pankha with a remote or will you make it by attaching a light to it and will you make it?
01:01How much will you install a motor but it will make it work like a fan
01:04Ultimately the fan that I have seen as beautiful does not give air, the one that gives air is beautiful.
01:11It would not happen now
01:16But what you said is not a very sustainable thing, it will create a temporary euphoria in your mind but
01:27Always remember that sustainable business is done on the basis of sales growth and operational efficiency has many limitations.
01:38You will cut 10%, 20%, 40%, work cannot be done without staff, hence at one point of time
01:46Later you cannot increase your operational efficiency, it will stall or you should accept that you
01:54These efficiencies can be cut
01:55Because of that you did it but you need sales rate which I think there is so much competition in this segment
02:03It is very difficult, so I have told you all this long ago.
02:09I am thinking that if the multiple comes around 25 trim then your negativity can go away but
02:1840 Best Times I Think I Still Squirt Too Much
02:25There are two things worth noting in these returns: one is that they invested in Goldie Solar.
02:34It was because of that they
02:36A gain of Rs 233 crore has been shown but if this was an investment in it, now is it an operational revenue?
02:47should be considered a part of because if you have invested in the solar sector and you remain in it
02:55Trying to stay
03:03For them, it is like a new business, a new venture which will continue to increase in revenue.
03:08Will continue to contribute or is there a ban off case and will have to read this if you look at it anyway operating
03:18Even if there is profit
03:32Actually there was almost nothing and a year ago also it was around seventy crores, so this
03:37If it is 310 times then your income has also increased and your operating profit is also good.
03:46Or not, I also need some time to understand this because this investment in solar is at what stage right now?
03:52I have taken an additional business, I don't have any idea what it is, so let me understand it once and then see.
04:01If you assume that what is your scope
04:12What else do you want to do? I haven't read the commentary yet, I am not very excited about the results.
04:22Even after the results, Kamdori's Hiruzan is still watching and let me tell you about it.
04:30Whatever you want, solar or renewable
04:35So much capacity is being built that margin competition is bound to happen no matter who does such business.
04:43We will make money, we will generate our profit, these investors, I think we should not bet on that.
04:49By 2030, this much
04:51Capacity will be created and after that your competition will increase a lot and we are seeing this.
04:57Looking at the results, I don't find this Renewable Edge Investor very exciting anyway.
05:08If I also have money then I will invest it in it but I am not investing money in this investor right now.
05:14Very compression very capacity crate
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