Discover and read the best of Twitter Threads about #IndianStocks

Most recents (7)

May 6th 2023
As @Paytm released its Q4FY23 results yday, I dived into last 8-qtrs of its lending biz ๐Ÿ’ก๐Ÿ’ก

Hereโ€™s a breakdown of numbers that you wonโ€™t find all in one place anywhere else ๐Ÿ‘‡

Tags: @vijayshekhar | #Paytm Image
Paytm earns 2 things on each loan given.

๐Ÿ’ฐ Commission (C): A %age of the loan amount

๐Ÿ’ฐ Performance bonus (PB): A %age of the EMIs collected, only when the loan is paid back
Some basics about the performance bonus!

๐Ÿ‘‰ In case of defaults, #Fintechs used to compensate the lending partners (LPs- NBFCs & banks) under #FLDG (first loan default guarantee) agreement
Read 15 tweets
Mar 22nd 2023
Puma's India sales in FY22 > Adidas + Nike + Reebok + Skechers + Asics combined ๐Ÿ‘๐Ÿ‘

But, that domination is about to change, courtesy of Metro Brands, which is gearing up to bring in some disruption in the premium athleisure segment with FILA.

Letโ€™s start with the basics ๐Ÿ‘‡
Metro Brands is Indiaโ€™s most profitable (net margin wise) and fastest-growing listed footwear retailer in India.

It operates brands like:
Metro Shoes, Walkway, daVinchi, Cheemo, Fitflop, Mochi & Crocs.
But, hey! That was the list until Oct โ€™22 when it acquired Cravatex Brands, with which it bagged the sale & distribution rights of FILA across all physical and online channels in India, Pakistan, Sri Lanka, Bangladesh, Nepal & Bhutan.
Read 23 tweets
Mar 15th 2023
@DineshAgarwal led 26-year-old @IndiaMART is truly killing it! ๐Ÿš€๐Ÿš€๐Ÿš€

I sliced and diced the platformโ€™s mind-blowing numbers over the last 3 days.

Here is all that I learned ๐Ÿ‘‡
In last 4yrs,
๐Ÿ‘ Revenue/month: Rs 80cr | Up ~85%
๐Ÿ‘ Profit/month: Rs 27cr | Up ~185%

How?
Outstanding jump in paying subscribers:
โœจ 80% up in the Top-8 cities (~1.1L users)
โœจ 60% up in the cities with >5L people (~53k users)
It has also begun attracting paying subscribers in cities with <5L population.
โœจ 50% up in last 2yrs alone (~33k users)

More importantly, growth in paying users hasnโ€™t meant lower quality.

It has been able to onboard big fishes & grow their biz.
Read 13 tweets
Mar 15th 2023
Mukesh Ambaniโ€™s AJIO Luxe is such an unbelievable growth machine! ๐Ÿš€๐Ÿš€

But, most people donโ€™t know that Luxe & @AJIOLife are two separate platforms.

Here is all there is to know ๐Ÿ‘‡
AJIO was launched in FY17, and it grew at a decent pace until Covid happened.

It saw:
โšก 4x growth in revenues
โšก 3.5x growth in web visits
โšก 6x growth in no. of brands
โšก 4.6x growth in no. of products

It was promising.
Most importantly, it threw out some strategic pointers:
๐Ÿ’ก AJIO recorded >70% of orders from Tier-3 & beyond
๐Ÿ’ก It carried the image of a bargain-hunterโ€™s paradise
๐Ÿ’ก It hadnโ€™t been able to crack Tier-1 & Metros as well
Read 13 tweets
Mar 14th 2023
An avg @dominos_india outlet does the same sales today, as 4yrs ago. It has no option but to keep adding new stores โšกโšก

I deep-dive into the numbers of #JubilantFoodworks. This is what I learned ๐Ÿ‘‡
The company operates multiple chains like Dunkin' Donuts, Hongโ€™s Kitchen, Popeyes, Ekdum Biryani etc, almost all its business comes from Dominoโ€™s outlets in India.

Thatโ€™s a mature biz & I studied its numbers for last 4 years.
No. of outlets:
๐Ÿ• 1.8k | 56% up ๐Ÿ‘
๐Ÿ• It has an avg of 4.5 outlets per city, and this number has been within 4.3-4.7 range since forever
Read 14 tweets
Mar 13th 2023
Acquired by Mukesh Ambani in a hostile takeover, #Milkbasket is growing on steroids ๐Ÿš€๐Ÿš€๐Ÿš€

Who knew #Reliance could turn it around & expand so well, so quick!

Letโ€™s start from the beginning ๐Ÿ‘‡
Founded in 2015, Milkbasket raised ~$40 million in its lifetime ๐Ÿ’ฐ

It shot to attention after Vani Kola of Kalaari Capital invested in it.

Kola was known to have the Midas touch. Thus, marquee investors like Blume Ventures, Mayfield Fund, Unilever Ventures & many more followed.
Milkbasket would let people order till midnight & then deliver by 7am.

By mid-2019, it was doing >1L orders/day.

But, it had burnt a lot of funds to get there, and was facing difficulty in convincing investors anymore ๐Ÿ˜“
Read 12 tweets
Nov 9th 2020
Joel Greenblatt's MAGIC FORMULA Screen for Indian Stocks with Additional filtering for Quality.

#Thread

5th Upd -08Nov2020

Added HOW TO USE Magic Formula & some more updates, so do read till end.

#MagicFormula #Stocks #Indianstocks #JoelGreenblatt

1 Image
๐Ÿ“ŒMagic formula =Good Stocks At Attractive Prices

Higher Earnings Yield = Undervalued Stock

Higher ROIC/ROCE= Better Quality

Rank stocks on ROIC/ROCE (1 for Highest ROIC/ROCE)

Rank on Earning Yields (1 for Highest EY)

SUM the Ranks

RE-RANK on Combined score(1 for Lowest)

2
Additonal Filtering -

Good ROCE/ROIC over a period of time. Min 22%.

Attractive Earnings Yield > 10YrGSec(5.88%).

Good Operating Cash Flow over a period of time.

Good Asset turnover ratio/Management Efficiency.

Stable Promoter holding.

3
Read 9 tweets

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