Shalin Shah Profile picture
Curious Researcher with vivid interests and passion towards Architecture |TechnoFunda Analysis |Travelling|Trekking |History |Photography |Ornithology |Tennis

Nov 7, 2021, 22 tweets

Sona Comstar
Sona BLW Precision Forgings Ltd

Let us understand the business first and also connect the dots why market is valuing it so richly almost at par with few OEMs.

Have done a detailed presentation on the same. Ready to discuss, exchange data and learnings.

#sonacoms

1/n

Table of contents & Disclaimer
Slides 01-03

2/n

Company Overview
Slides 04-07

3/n

Company Overview
Slides 08-10

4/n

Management Overview
Slides 11-14

5/n

Management Discussion & Analysis
Slides 15-18

6/n

Management Discussion & Analysis
Slides 19-21

7/n

Product Offerings
Slides 22-24

8/n

Company's Strategic Priorities
Slides 25-28

9/n

Company's Strategic Priorities
Slides 29-32

10/n

Company Snapshot
FY21 numbers & Data snapshot
Slides 33-36

11/n

FY21 numbers & Data snapshot
Slides 37-39

12/n

Q2FY22 & H1FY22 numbers
Slides 40-43

13/n

Q2FY22 & H1FY22 numbers
Other Data
Slides 44-47

14/n

Other Data
Slides 48-51

15/n

Points of Contention
Slides 52-54

16/n

Technical Aspect
Slides 55-57

17/n

Conclusion & Estimates
Slides 58-61

18/n

Conclusion & Estimates
Slides 62-65

19/n

Conclusion & Estimates
Slides 66-69

20/n

Conclusion & Estimates
Slides 70-73

21/n

Conclusion & Estimates
Slides 74-75

This concludes an exhaustive presentation on Sona Coms.

Hopefully have been able able to connect some dots and create better understanding of the company.

#investing
#technofunda
#Investment
#StockMarket
#stocks
#Fibonalysis

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