Romil Savaliya 💫 Profile picture
Sep 14, 2020 5 tweets 3 min read Read on X
💥"IEX"💥
Indian Energy Exchange

CMP: 207
Market Cap: 6100 Cr.
Corporated: 2007-08

💫Very Unique Business Model

💠No Other Company Listed In Energy Exchange Segment

💠Product:
Company Related to Energy Exchange/ Trading
🔹Not Production
🔹Online Electricity Trading

Cont..👇
💠9️⃣0️⃣% Market Share of Day Ahead Electricity Trading.

💠 Good Free Cash Flow💵💵, And Also Expenses are Very Low Due to High Technology.

💠 Expectation:
🔹 In FY21: 4X increasement in Energy Trading Volume.
🔹 19/20% CAGR In PAT......

📚📚 Financials 👇👇

Cont....👇
💠FY 2018:
🔸Revenue: 256 Cr.
🔸Profit. : 131 Cr.
🔸Margins: 5️⃣1️⃣%

💠FY 2019:
🔸Revenue: 294 Cr.
🔸Profit. : 165 Cr.
🔸Margins: 5️⃣6️⃣%

💠FY 2020:
🔸Revenue: 297 Cr.
🔸Profit. : 175.7 Cr.
🔸Margins: 6️⃣8️⃣%

(Margins are Very High Due to Very Low Cost)⬆️⬆️

Cont...👇
♦️No Promoter Holding
▫️FII:31.25%
▫️MF:15%

💠 Regulated By Central Electricity Board

I Hope It's Help You All.

@Learner_MJ
@Arrushadityadev
@kuttrapali
@Rishikesh_ADX
@AnyBodyCanFly
@nishkumar1977
@stocktalk_in
Please Suggest me,If I Miss Something IMP💯

Good Wishes.😊
@Rishikesh_ADX Sir.....
205 Cross Kar Diya in DCB.....

Ab Rocking.....💥🔥🔥✌️✌️

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More from @Romil_Fi

Feb 1, 2021
#CAMS
(Business - Case Study) 👨‍🎓

Please Read Full Thread for Best Knowledge.🙏

#CAMS:Computer Age Management Service Incorporated 1988 in Chennai

✨Company is Technology Driver Financial Infrastructure and Service Provider to Mutual Funds & Other Financial Institutions..

1/n
In Simple Terms,
#CAMS is Service Solution Partner to Mutual Funds Industry..

Also Serving Service to Financial Institutions With 2+ Decades Track Records..✨

🔹 CAMS is "MARKET-LEADING" Register & Transfer Agent to Mutual Funds Industry of India Serving 70% of Total AUM..

2/n
~ CAMS Bring Ability to Serving B2C (Direct to Customer) of Every Mutual Funds, Insurance & Other Financial Services..

🔹Highest Technological Competitive Advantage..👨‍💻
Technology is Core of #CAMS Service..

~ Company has Own Data Center as Well as Build Very Well RPA*.

3/n
Read 14 tweets
Jan 11, 2021
#CDSL 👨‍💻

(#TechnoFunda Analysis)

Please Read Fully Thread..🧵🙏🤞

~ CDSL Incorporated in 1999 under Depositories act,1996 with Some Unique Business Model..🤩

~ Almost Recession Free Business is Key Factor...🔆🌟

~ Provide Depositories (Opening DEMAT) Related Services.

(1/n)
Financials:📑

~ Revenue Comes from Diversified Source:
🔹E-KYC (CDSL Venture)
🔹Transaction Fees
🔹Annual Charges
🔹IPO Listing

~ OPM are 55% (May Rise More in Q3)

~ Expenses are Mostly Fixed and Main things is that Revenue Growth is NOT Linked with Capex.

✅(Big +ve)

(2/n)
🔰Important:

~ Diversified Business is Key for This Company..

~ Almost "0️⃣" Working Capital Required,
So Have V.well Free Cash Flow and Investment.🤞

~ Strong Balance Sheet and Ratio's

~ Pure Debt Free..💪(No Int. Cost)

~ Almost 6️⃣5️⃣% Reserve on Balance Sheet..

(3/n)
Read 8 tweets

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