Discover and read the best of Twitter Threads about #manoramaindustries

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25 different companies detail analysis threads posted in last 25 days !!!

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V - Detail Videos are Available on Youtube

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Read 5 tweets
If you are planning to invest in #Pharmasector or #chemicalsector, Watch the following videos for detailed understanding !

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1 #Divislabs

Read 21 tweets
Annual Report Highlights No : 15

#ManoramaIndustries FY 22 Annual Report Highlights

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Company Overview
• Manorama Industries is engaged in manufacturing cocoa butter equivalents (CBE), butter products & other related by-products from the waste products like sal seeds, mango kernel etc which go into the premium food, chocolate and
Read 41 tweets
#JubilantIngrevia Q1 23 Concall highlights

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Operational highlights

1. The company had a steady operational and financial performance in Q1FY23, in the backdrop of inflationary headwinds leading to higher raw material and energy costs during the
quarter.
2. During the quarter the company witnessed significant increase in raw material cost as well as energy cost. However the company has witnessed significant improvement in their logistics situation.The company remains focussed on continuous improvement in efficiencies
using various business excellence tools & techniques to maintain competitiveness in an ongoing challenging global environment.

3. The company is confident of moving ahead with their well defined growth capex plan, which is supported by their internal accruals.
Read 59 tweets
#LaurusLabs Q1 FY23 concall highlights 💊💊

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1. Revenue for the quarter was ₹1539 Cr (20% growth YoY). The EBITDA margin was 29.5% for the quarter despite inflationary pressures.

2. They saw significant growth in their CDMO business
(196% growth YoY, 60% growth QoQ) which helped offset the muted performance of the ARV business.

3. RM prices remain elevated due to the geopolitical situation and the Covid lockdown in China. But they are expecting gradual decrease in RM prices during the year
4. They are confident of achieving the aspirational target of $1 billion in revenue which will be supported by several approvals during the year.

5. With respect to their ARV business in LMIC markets - the demand was soft but the major issue is that the pricing has been largely
Read 18 tweets
This weekend is for me to celebrate. I recovered all my 3 years loss including corona. Let me tell my story. I was doing great till 2017 end. Was part of the small/mid cap rally and in nutshell paid SCG of nearly 3 lakhs. And then things turned around badly 1/n
Then from there I was part of the crash of small/midcap. Portfolio was fully into small stocks which cannot withstand the headwinds. I jumped from one stock to another like a monkey and intensified the loss. 2/n
Then came the election I decided to take advantage of the situation and to recover my loss, I indulged in futures and options during election time. my political predictions were wrong and made huge loss. To put into perspective, I cagr of my 13 years of market became 1-2% 3/n
Read 9 tweets

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