โ back
Ask EP-78: Online Income Tax Filing
Original: Ask EP-78 | Online Income Tax Filing|
Takeaway
Always check for one-time other-income before getting excited by ultra-low PE โ Hinduja Global's PE of 0.76 was a divestment artifact, not recurring earnings.
Summary
- Hinduja Global Solutions trading at PE of 0.76 with ROE 124% โ anomaly explained by one-time other income of Rs 6,173 crore in March 2022 (likely divestment), not recurring operations
- Galaxy Pharma (asset-light, no own manufacturing, exports-dependent) fell from Rs 1000 to Rs 370 in 18 months despite growing business โ host suggests FPI selling but flagged dependence on exports as risk
- Saregama aggressively acquiring music rights for big Telugu films (Sarkaru Vaari Paata, Ante Sundaraniki, Godfather) at higher prices vs Tips Industries playing conservatively โ short-term margin hit but long-term positive
- Graves Cotton's Ampere EV acquisition is a good business but aggressive โ high upside if works, but capital-loss risk if it flops
- Special-situation plays (turnarounds, asset sales) carry short-term risk-reward; verify the trigger
Q&AHinduja GlobalSaregama
Original description
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