PAGE vs EXIDE – Which business is good?

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Topic: PAGE vs EXIDE – Which business is good?

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manishdave
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Posted: 19/Aug/2011 at 12:08pm

Originally posted by tigershark

add to the above the replacement cycle(turnover) is much higher in page than in exide.i bought a new freedom battery a week back and the co salesperson told me not to come back for at least 5yrs!

And you need only one battery!!

But seriously comparing these two business is pointless.

Edited by manishdave - 19/Aug/2011 at 12:09pm

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basant
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Posted: 19/Aug/2011 at 10:03am

Originally posted by manishdave

But seriously comparing these two business is pointless.

Good point!

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kulman
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Posted: 20/Aug/2011 at 12:21pm

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manish_okhade
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Posted: 20/Aug/2011 at 12:24pm

Kulamanji,

Apple kaun and orrange kaun, ye to aapane bataya hin nahi :-).

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kulman
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Posted: 20/Aug/2011 at 12:30pm

Originally posted by manish_okhade

Kulamanji,

Apple kaun and orrange kaun, ye to aapane bataya hin nahi :-).

It depends on parameters like relative valuations, opportunity cost etc. Fresh fruits mostly are seasonal!

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manish_okhade
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Posted: 20/Aug/2011 at 12:32pm

Originally posted by kulman

[QUOTE=manish_okhade]

Fresh fruits mostly are seasonal!

Good one

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manish_okhade
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Joined: 20/Oct/2008
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Posted: 20/Aug/2011 at 4:32pm

Somehow below statement from FY11 AR does not arouse the same ecstatic pleasure as of Hawkins, i dont know why?

As stated earlier, your Company was unable to cater to the entire market demand inspite of running its Plants in full capacity. Consequently, your Company has invested 275 crores in the year under review and proposes to invest a further amount of 370 crores in 2011-12 in capacity expansion. A new facility for production of twowheeler batteries has also been commissioned at Ahmednagar, Maharashtra.

Disclaimer: Above is not hurt Hawkin's investor's sentiment in any way. I am putting it more of an independant observer.

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Shadofax
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Joined: 27/Nov/2007
Location: India
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Posts: 193

Posted: 24/Aug/2011 at 11:22am

Hi Manish,

Can you point out to the page number where you read this ?

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