#Industry Screening Q2 FY21!

We have filtered 5000 companies & Sector wise analyzed their recent Performances.

Find out which industry has performed strongly during this quarter.

Source: Screener & BSE
Special Thanks to @ayushmitt for this amazing platform @screener_in.
4/ Cement
5/ Building Products, Bearings & Batteries
6/ Fertilizer
7/ Packaging
8/ Agrochemicals & Pesticides
9/ Steel
10/ Mining & Metals
11/ Electric Equipment & Electric Domestic Appliances
12/ Sugar
13/ Tiles & Granite & Power & Pumps
14/ Courier & #Plastics & #Paints
15/ #FMCG/ Personal Care
16/ #Food Processing
17/ #Detergent Intermediate/ Engines & Fasteners
18/ #Telecom
20/ #IT
22/ #Banks
23/ Engineering
24/ #Tyre
25/ Courier & #Logistics & Transport
26/ #Media
27/ Solvent & #Refineries
28/ Miscellaneous
18/ #Telecom

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More from @financial_monk

27 Nov
1/ IPO Details
2/ Indian Market

-Management has 2 decades of experience (From Canada to all other countries)

-They entered India 5-6 years ago which is a Brahmastra market for them due to young population advantage.

-They have 268 stores with 200 stores opened currently due to COVID.
Read 24 tweets
27 Nov
#Lauruslabs Management Interview 📝🧵

Talks about:

-Strategy
-Richcore
-Formulation Journey
-API and all other segments
-Revenue mix & Guidance
-New Growth Areas

@punitbansal14 @drprashantmish6 @Investor_Mohit @AnyBodyCanFly @rdkriplani @caniravkaria

1/ Strategy from beginning

-Strategy is to start putting resources into development, create large scale manufacturing and then grow that biz

-They first did API then focused on custom synthesis then in 2014-15 they focused on formulations.
-From no revenues in 2016-17, they crossed 800-900 cr revenue in this first half and going to do very well ahead.
Read 38 tweets
26 Nov
#ITC Paperboards eyeing on sustainable packaging solutions!

@dmuthuk @Prakashplutus @AnyBodyCanFly @Panks_Arora @SwarnashishC @prabhusaurabh91
1/ #ITC Paperboards

-ITC Paperboards & Specialty Papers Division of ITC group is a leading manufacturer of packaging & graphic
boards in South Asia.

-Paper division closed last fiscal with ~10% of its produce being exported. Exports will go up. In value terms, exports is 15%
2/ Focus

-Packaging industry will grow at a CAGR of 7.5% from 2020-25.

-It is focusing on sustainable packaging solutions with development of innovative B2B value added paperboards & import substitution given the unfolding opportunities in new segments of the packaging biz.
Read 9 tweets
26 Nov
1/ Why #Richcore?

-#Laurus is more chemistry based company and they do have biology but India is not that developed in this category whereas #china and #korea are way ahead of us.

-Laurus has no expertise in biology. They do accept this and #Richcore completes this expertise.
-When they do acquisition, they acquire target’s management also who has that expertise and laurus complements them with additional requirements like reaching customers and scale as laurus has advantage in geography footprints.
Read 35 tweets
25 Nov
#Marico clearing its ways to optimize costs and focus on margins!

@SumitResearch @unseenvalue @datta_arvind @Panks_Arora @AvinashGoraksha
🧵
1/ What happened?

-The company is eyeing cost savings to the tune of ₹150 crore as it partly absorbs the price increase in key raw materials like copra, sunflower and rice bran.
2/ How will it do?

-It has cut back on over 100 stock keeping units (SKUs).

-These SKUs were contributing nearly only 1% of turnover and hence it made no sense to continue with such a long tail.
Read 7 tweets
25 Nov
#Rubber Industry - Inverted Duty Structure!

High import duty on raw materials and low import duty on finished products is hurting the domestic manufacturing industry, making it noncompetitive in the international market.

@VijayKedia1 @Arunstockguru @anshulbahl21
🧵 Image
1/ Import Duty

On Raw Material:
-Natural latex liquid has 70%import duty

On Finished Products:
-Latex products have only 5% and gloves 0% under the FTA with ASEAN countries.
2/ Duty Effects

-This has led to rising imports, hitting the domestic industry badly.

-The inverted duty structure has forced many rubber product manufacturers to turn traders of rubber goods and stop manufacturing because products have become uncompetitive.
Read 5 tweets

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