Very strong results from Rain Industries.
Drastic fall in raw material cost.
Pat up 100% yoy Image
#Rainindustries Posted solid set of numbers recently.
Inverse H&S Pattern playing out.
Possible targets mentioned in the chart. Image
#Rainindustries Strong bounce back. Just look at the volumes today.

Targets very much intact. Image
#Rainindustries

Rain Verticals Ltd is incorporated to carry on the business of Vertical Farming, R&D for development of Vertical Farming and Lithium Ion High Energy Density Cells and undertake operations in Logistics.

RVL is yet to commence its operations. Image
#Rainindustries AR20 Snippets ImageImageImageImage
Entire Value Chain System Explained Image
1. Carbon Segment
Raw Materials used and Operational Highlights of 2020 ImageImageImage
1. Carbon Segment (Cont.)
Application and Uses of CPC, GPC in various industries ImageImageImageImage
2. Advanced Materials
PETRORES can be a game changer - used in lithium-ion batteries ImageImageImageImage
3. Cement
Cement Industry is a very segmented and regional play. South India contributes to around ~35% of India's total installed capacity ImageImageImage
There would be no Aluminium without CPC ImageImage

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More from @Keshav_Sood101

Jan 16, 2022
Let's try to decode the Sri Lankan Economic Crisis.
🧵
SL is a Strategically located island in the Indian Ocean with 2 Cr population. Majorly an import driven economy.

Some stats-
-Tourism contributes 10% of total GDP (badly affected by the covid)
-SL Debt to GDP- 80%
-Total o/s Debt of around $51bn
A situation of Bankruptcy?
Forex Reserves held by the Central Bank – $1.5bn (sustainable for the next 3-4 weeks hardly)

SL announced closure of 3 overseas diplomatic missions- Cyprus, Nigeria and Germany in a bid to save the much-needed forex and minimising expenses.
Read 18 tweets
Jan 23, 2021
A thread on my understanding of #IEX Indian Energy Exchange
IEX - The Power Exchange Platform
Debt Free, Monopolistic Business, High ROE, High ROCE business with Asset Light business model available at a Mcap of 7000Cr.
IEX is India’s leading power exchange – Nation wide, Automated and Transparent platform for physical delivery of electricity
Commenced operations in 2008
Market Share: 95% (DAM & RTM >99%)
Record day volume : 187000 MW
Read 22 tweets
Jan 12, 2021
Despite DII selling since Sept 2020, markets have continued to move up due to continued FII participation.
Demand recovery is still uncertain and uneven. Complete opening up of economy leads to the risk of a second wave.
COVID- A disguise in blessing. COVID has taught many businesses how to curtail expenses and improve margins.
Read 10 tweets

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