In Q2 quarter, we covered 54 companies. Since, Q3 is on its way it's time to sit back and go through all the conference calls.
We decided to present you with a Master thread of all the concalls put together at one place.😃
Understanding the Value Chain of Cold Chain Industry:
Industry is dominated majorly by unorganized player, which leaves plenty of space for organized sector to grow at double digit rate in next 4-5 year
Thread👇🧵
Operational Value Chain
1) Post harvesting, the harvested crops are store in cold storage.
2). These are further processed which includes washing, sorting, grinding and pre-cooling. These services are done in Processing Center.
3). Additional services like Ripening, Chilling and Freezing are also delivered to these processed crops.
4). These processed crops are then again moved to cold storage where they are stored in cooling centers.
This whole value chain requires Cold Chain Logistics Solution.
Switzerland, a country with no strategic or geographical advantage, became the world’s banker by learning how to manage risk and facing it head on.
Zurich axioms are simple rules in order to learn about betting to win.
The First Major Axiom:
ON RISK
- Life is an adventure. In order to experience life to its full potential one has to take meaningful risk.. All Investments are speculation. Some people accept it. some don’t.
Always play for meaningful stakes.
Govt. of India recently passed 3 Farm bills relating to Agriculture sector to bring speedy reforms in Agriculture.
To attract more private investments from the big FMCGs like ITC [E-Choupal] and doubling Farmers income by 2022.
1. Farmers’ produce Trade & commerce (Promotion and Facilitation Act), 2020.
- This Act allows farmers to sell their crops to any trader not necessarily to APMC. Before farmers used to sell at APMC but now it can sell it to anyone.
Pharma Sector has seen a huge boost in sales and profits. There are still many companies which have ath sales and profits & are heading towards ath share
Techno Funda - part 2
Auto ancilliary sector has not been performing well. however, there is an increase in sales and if there is an increase in sales and profit in next 2-3 quaters then many stocks in these sectors can become multibagger.
Updates:
Past few years the growth drivers macro factors are
• GST- This had made good growth in the decentralization of the supply chain making a good place for organised share.
• Consolidation of contract manufacturing companies.
• Digital and E-Commerce increasing demand.
• Achieved the highest sales growth.
• Started the contract manufacturing for toilet cleaner in Sailvassa with capacity of 1000KLPA per day. Plant site was built in 7 months.
Merger:
• Beverage plant in Mysuru in progress.
• Malt Beverages plant in Coimbatore is in progress.
Here are the Key highlights of the conference call 😀
Business Updates:
• Business is now coming to new normal
• Witnessed good traction using RPA, cloud, IOT, mobility,
and analytics
• Digital offerings continue to contribute over 40% of revenues
• Served 26 Million Dollar+ customer
• QoQ came mostly from volume growth.
• Digital service is expected to grow more than other segment.
• Margin improvement was due to Work from home, saving of travelling cost and rupee depreciation.