Thread by @dcoolsam

Screen inspired by #RameshDamani sir:
Read on moneycontrol - Ramesh Damani's thumb rule of 24% returns can make you really rich.
List of companies that are making 24%+ CAGR profits. Will add information about each company in this thread...Contribute generously to this thread :)

28 Jewels of Indian stock market:

#RBLBank
- Rural focuse
- Improving Ratios (CASA, ROA, ROE)
- Great partnerships
- On track for vision 2020

#BharatRas
- Business of agrochemicals
- Manufacturer and exporter of pesticides, technical formulation, and its intermediaries
- China shutdown is benefiting the company
- Strong Momentum - chart says everything :)
- Watch to understand the business:

#Dmart
- Retail Boom
- Consumption theme
- Midas touch of RK Damani
- Awesome growth
- Pays suppliers on the 11th day, faster than the rest of the industry, but bargains hard on pricing

#IndusInd
- Strong growth
- Improving ratios
- Interesting Investor presentation: 2020 Plan indusind.com/content/dam/in…

#BajFinance
- Amazing management
- Risk Management first approach
- First mover advantage in consumer lending
- Consistent growth
- Presentation: bajajfinserv.in/finserv-invest…

Close look gives it all the secrets. Following themes emerge at large.

Stock & Example:
Pvt Banks: RBL
Retail: Dmart
IT: TataElxsi
NBFC: Bajaj
Paper: NR
Consumption: Safari, Dollar, Ashapura
Graphite: HEG
Infra: KEI
AutoAnc: Minda
Pharma: Natco
Chem: NOCIL
#SuperExcited

#NRail
- manufacturer of quality finished paper products by recycling of waste paper
- China shutdown
- Paper industry boom
- Reducing Debt
- Cyclical and not a long term bet

#TATAELXSI
- Specialized IT focuses on 4 domains automotive (60% rev), media & broadcast (30%), communications & medical (10%).
- Auto: connected cars, autonomous cars and electrification
- Media: Telecom, Set-topbox, Android
- Comm: Cloud
- IOT, AI & Robotics
- INR Depreciation

#HEG
- Graphite electrode demand
- Low supply in the world
- Huge entry barriers
- Crazy Price action (stock up multiple times)
- Management confident prices will sustain
- steel-360.com/stories/graphi…

#Safari
- Travel ancilliary
- 2nd largest in IND
- Robust growth 7x in 7Y
- Shift from unorganized to organized
- Experienced & passionate mgmt
- Growing numbers of travelers bcoz growth in income
- Mgmt expects revenue wl double in 2Y
- Operating leverage wl kick in aft volumes

#MindaInd
- Big Product Line
- Robust revenue and profit growth
- Products ready for electric cars
- World no.2 in Horns
- India’s largest Switch Player
- India’s 3rd largest Lighting
- Many excellent JVs
- Improving & Best Margins in the industry
- Organic & inorganic growth

#GRAPHITE
- Graphite electrode demand
- Low supply in the world
- Huge entry barriers
- Crazy Price action
- Lollapaloza effect
- Amazing NPM for HEG and Graphite Ind twins
- 46% stake in US-based General Graphene Corporation
- AA+ Credit Rating

#Dollar
- Brands: Bigboss, Missy, Force, Commando
- Segments: Innerware, Casuals, Thermals
- 10% revenue invested in Branding
- Backward Integration
- Fast growth
- JV with Pepe Jeans - Gymware, tracksuit, Sleepware under Pepe Jeans brandname
- Pepe jeans JV business High Margins

#Vmart
- Focus on Rural: most stores in Tier 3 & 4 cities where competition is low
- Low budget branded fashion
- 180 owned stores
- Most stores in UP & Bihar
- Huge opportunity to be a Pan India brand
- Plans to open total 400 stores by 2023
- Brand Ambasaadors: Ayushman & Bhumi