Tuesday, August 5, 2014

Outsiders CEO - Supreme Industries

http://www.supreme.co.in/video.html

High capital efficiency in plastics business

Hear from 5 minutes on:

  • Need > 25% RoCE efficiency
  • D/E sub 0.6 x
  • Focus away from margins to RoE and RoCE
  • No financial JVs
  • No Equity dilution - infact bought back tons of stock thru 2009



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