Prrerna Agarwal Profile picture
Numbers person| Jeweller| Investor by passion…| & I have promises to keep & Miles to Go b4 i sleep | Views r personal not recommendation | 🇮🇳

May 21, 2023, 12 tweets

#Dhabriya #Polywood #Ltd
#Green #Economy
#NewOrder
#Mukul #Agarwal sir
⭐️Yet another "ORDER WIN”in a series in last few months. This time from #DLF
⭐️Mukul Agarwal Sir holding 10% of company
⭐️POLYWOOD Window & Doors are environment friendly & completely recyclable

1/

⭐️Co is engaged in the manufacturing of PVC & UPVC based products for a wide range of building interior & exterior applications.

⭐️Co has 6 Manufacturing Plants & 8 Warehouses. Production capacity of 10K MT of PVC Profiles annually

⭐️Network of 500+dealers across India

2/

⭐️Revolutionary Product
#artificial #Marble
#Dstona, owned by the company
It costs around 1/10 of original Italian marble
⭐️Growth driver for the future
⭐️Dhabriya is the only manufacturer in India
⭐️CAPEX ₹5cr done initially to set up this division of Dstona

3/

The company has three plants in Sitapur, Jaipur & Coimbatore
The company has a production capacity of 10,000 metric tons of PVC Profiles annually

4/

Product Portfolio- under three Business Segments

5/

⭐️Order Book of around 90 crores now

6/

#Clients: Real estate players, universities, office buildings etc. Major clients of the Co include Larsen & Toubro, Emaar Group, AIIMS, Adani Group, DLF, OMAXE, JW Marriot, Vatika etc

7/

Path Ahead -
The Co is looking to start a dealership or franchise model to cater better to the retail market. It aims to become the biggest window fabrication facility and cover the entire north and south region

8/

Company came up with IPO in October 2014 raising 3.30cr at price of ₹15 per share & got listed in BSE main board In April 2017
M.Cap 164cr
CMP ₹152
Pe 19
Eps perpetually improving 7.70 (TTM)

9/

Risks
▶️Inability 2 pass on increased prices in raw materials to customers can suppress margins
▶️competition from Chinese products
▶️Plastic industry is environment concern industry & any change in Govt Regulations
eg.ban on plastics
Which will effect business directly

10/

Not a recommendation. Just sharing my studies as I found it interesting. Please do Ur Due Diligence before investing

11/

Resignation of Mr.Anil Upadhyay, Independent Director of
Dhabriya Polywood Ltd

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