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#racl concall was interesting today. I learned that breaking into company supply chains is quite difficult. Management was appreciated for their corporate governance.
Key takeaway: they will do another 50cr capex this year. This+ last year capex should take care of fy25 topline
Key takeaway: they will do another 50cr capex this year. This+ last year capex should take care of fy25 topline
Management also mentioned that if I do 100 rs gear in ice and 100 ka volume and gear becomes 500 rupees with 40 volume overall I will gain.
Not sure if it can be taken as guidance but seems like volume drop due to ev will be more than compensated by GM improvement.
Not sure if it can be taken as guidance but seems like volume drop due to ev will be more than compensated by GM improvement.
Another key benefit is asset turns could go up since volume goes down while total value remains same or slightly increases.
Given the immense interest in this #investment #process thread about how to get investment ideas, thought of creating a logical follow-up 🧵
Given that I have an idea & some sense for valuation & growth, how do i construct a portfolio?
If you like the thread, plz RT.
Given that I have an idea & some sense for valuation & growth, how do i construct a portfolio?
If you like the thread, plz RT.
First thing worth mentioning is that I am only describing my own process. Others can follow a different process which could work for them.
Opposite of a good idea can also be a good idea
Opposite of a good idea can also be a good idea
Before understanding the process itself, it is important to understand the problems the process is being designed to solve for. What are the key hurdles or troubles I have faced in designing my PF.
Wonderful #racl geartech concall. I loved it. Key takeaways below:
1. RACL is EV ready
In b/w lines: EV require higher precision gears. Very few cos can make. Much higher gross margin.
1. RACL is EV ready
In b/w lines: EV require higher precision gears. Very few cos can make. Much higher gross margin.
Already doing tech investment in capex to be EV ready. Investment requirement in tech is much higher for EV gears. EV components will be 3-4% of topline in FY22.
2. Working with ZF on a BLW series 7 car for next year launch. Working on e-scooter or european company
In b/w lines:
1st marks RACL foray into premium luxury passenger vehicle transmission gears. 2nd is 1st time they designed entire drive train or kinematics.
In b/w lines:
1st marks RACL foray into premium luxury passenger vehicle transmission gears. 2nd is 1st time they designed entire drive train or kinematics.
