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kumar saurabh Profile picture
@suru27
Aug 21, 2020 • 6 tweets • 3 min read • Read on X
Starting a thread. Purpose is to capture relevant data on industry size across industry. We can put interesting charts, visuals, now from various sources here. Adding one on healthcare . Please #sectorname n post images or numbers along with source. Making first contribution :)
#healthcare from Narayana fly 20 AR Image
#agro bayercrop Ar 20 Image
#electric wires cables poly cab ar20 Image
Image
#sector #medicaldevice from #polymed

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More from @suru27

kumar saurabh Profile picture
Sep 2
Chemical Sector

For Chemicals Sector, based on Q1FY25 result:
❓Best performing chemical companies?
❓Attractively valued chemical companies?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for research

1/6 Image
💡 Companies delivering > 15% Sales growth

2/6 Image
💡 Companies delivering > 15% PAT growth

3/6 Image
Read 6 tweets
kumar saurabh Profile picture
Jun 20
#tatamotars had its investor day.

💰Sharing key industry insights from its investor presentation which every investor tracking automotive sector must go through

➡️CV volumes expected to grow at 4-5% CAGR Image
➡️What drives CV industry: DFC and fuel prices should be tracked from risk perspective for CV industry Image
➡️Leading Megatrends: ADAS, Connected, Electrification, Software, Technologies - NG,BEV, FCEV, H2 ICE Image
Read 15 tweets
kumar saurabh Profile picture
Jan 17
#HDFC A thread on history

Current price performance:
Last 5 year numbers say it all - a mere 5.5% annualized returns failing to beat FD.

Ask guys 5 years back, how was HDFC treated in market thenImage
Given stock has not given good returns, it is important to understand if stock performed badly earnings wise in last 5 years. Nothing changed in last 5, 3, 1 year. Image
Is the future going to be different and is stock going to underperform big time on growth?
HDFC Bank (keeping merger aside) has added employes and branches at 22-24% growth rate in FY23 vs FY22. Image
Read 14 tweets
kumar saurabh Profile picture
Nov 13, 2023
Conference calls r best way to understand business. 💡10 Key #ConcallInsights #Intellectdesign #Q2FY24

💡What excites: A software business with high growth prospects of 15-20% topline growth and higher PAT growth Image
💡 Some unique aspects of software business. The development to sales cycle of software business explained (we discussed this at length during our IT supersession). Image
💡 8 out of 12 products are in the leadership quadrant of global technology analysts like Gartner, Celent etc. Says about the strength of software business (software is a differentiated business compared to services, discussed at length in our supersession) Image
Read 10 tweets
kumar saurabh Profile picture
Jul 26, 2023
#Surshan Chemicals: One of contrarian bets taken in early 2023 during pessimism

🔟 Key Insights from #AR2023 Annual Report

Watch this video not only to learn about Sudarshan but to build mindset of contrarian investing. Lets deep dive annual report
1⃣ Company is in specialty and commodity pigment including organic, inorganic and effect pigments with a vision to be among top 3 player globally
Image
Image
2⃣ Last year was full of challenges both on demand and supply side but what does not kill makes stronger Image
Read 15 tweets
kumar saurabh Profile picture
Jul 14, 2023
🔟 Key Insights from #AR2023 Annual Report #Menon Bearings

In case you never heard about this company, here is our Youtube video explaining the business
1⃣ FY23 sales and PAT grew at 10% and 30% respectively Image
2⃣ Company has entered into a new automotive products - Brakes Image
Read 13 tweets

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