Thread by @drprashantmish6

# CESC VENTURES LTD
1- Debt buildup is a concern
2-RP- Sanjiv Goenka group Company
3- subsidiary (a) First source solution ( b) Guiltfree industries ( c) quest properties ( quest mall in Kolkata) (d) Bowlopedia restaurant ( waffle wallah and The chefs Bowl (e) CESC ventures

4- Right now CESC Ventures is earning cash from IT business( from Groups power business )and dividend from its holding in First source solution.and expanding Guiltfree and Bowelopedia and first source utilises its cash to pay dividend and for debt.

Quest properties is funding quest residency of Haldia 5- CESC ventures hold 53.90( around 38 Cr shares )in first source where it is getting dividend from it ( fy 20 2.5 rs )approximately around 95 Cr with mcap cap of CVL Of 345 Cr

6-CESC ventures , FSL and quest all are profit generating business while Guiltfree and Bowlopedia are in early stages of business and loss making because of advertising expenses , expansion ( Virat Kohli is Brand ambassador for TOO YUMM)

7-Too Yumm is one of the famous brand now a days because of Protein and fiber rich and low fat content and competitors are Kurkure , lays , bingo ,diamond chips ( tough competition)

8- Too Yumm within 2 years of its launch becoming the country’s fastest growing healthy snacking brand in India. Following the reception it got in the country, it also spread to international markets including Singapore, Australia, Dubai, Oman, Bangladesh and Nepal.

9-CESC having 70% stake in Apricot foods put ltd which is famous with brand name e- vita and mainly present in Rajasthan and Gujarat.( competition with Balaji and lays )

10-CVL having 64.63 % stake in Herbolab India which manufactures Ayurvedic products under name of Dr Vaidya’s

11-Herbolab stake was bought in 32 Cr and before buying its revenue was approximately 2 Cr in fy 19 and in 2020 dec its revuenue was 12 Cr so you can imagine the efficiency of company

12-Mr Sanjeev Goenka Group is targeting Rs 10,000 crore in revenues by 2025 from Guiltfree ( too Yumm business) and I am sure he will achieve this target .Right now there is no point on discussing financial parameters because it’s just 2-3 yr old brand

13-current mcap of company is 345 Cr , while its value only in FSL is around 1200 Cr .
This is just knowledge sharing no recommendation, please provide more information if you know for my knowledge.

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