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SumanSpeaks Capital Markets & Geopolitical Intelligence  ·  Estd 2006   Insolvency Law · Corporate Accountability When the Law Works Exactly as Designed — And Still Feels Wrong ₹22,006 crore in personal guarantees. Settled for ₹6.5 crore. Approved 80.81% to a minority that included two public sector banks — with the tribunal's own bench divided before a tie-breaking member stepped in. Subhash Chandra (Goenka), founder of the Essel Group and promoter emeritus of Zee, has settled a personal guarantee liability of ₹22,006 crore for ₹6.5 crore. The National Company Law Tribunal approved the plan this week. The case began small. In 2022, Indiabulls Housing Finance — now Sammaan Capital — moved against Chandra over a personal guarantee on a ₹170 crore loan to Vivek Infracon. By the time the insolvency plea was admitted in 2024, admitted c...
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National Fertiliser Ltd (Rs.29.70): Buy 
Short Term targets:Rs. 37/41. 

Triggers:

  • The company has a subsidy outstanding of
    around Rs.5000 crore as of 31st March, 2019. Interestingly, subsidy inflow has started from April,  2019, which will reduce the borrowings. Rs.5000 crore upholstery of the topline would definitely take the scrip to new levels, 
  • The company achieved a record sales of  27 Lakh tonnes during the 1st half of the current fiscal. 
  • The NDA government's Kissan Samman Nidhi scheme, would be indirectly positive for National Fertiliser Ltd.It has diversified into seeds and ageo chemical business. Interestingly, it was manufacturing and selling urea till 2014/15, but it is now into DAP,  NPK and MoP products. 
  • It is investing Rs.1000 crore in energy saving schemes,  that are being implemented in all the company's five plants.
  • The dividend yield of the shares of the company is Rs.6.90%, while the book value of the shares of the company is Rs. 45.23.

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