Jan Auto sales update:-

Escorts sales grows at 48%

Stay tuned for updates during the day!

#AutoSalesWithJST
Jan Auto sales update:-

Maruti sells 160,000 cars in Jan.(4% growth)

#AutoSalesWithJST
Jan Auto sales update:-

Ashok Leyland sells 12359 vehicles (a growth of 14%)

M&HCV is back with a growth of 32%.

#AutoSalesWithJST
Jan Auto sales update:-

Mahindra and Mahindra:-

🚗PV sales grow at 5%

🚛Poor performance from the CV Segment

🚜Mahindra Farm Equipment impresses with a 50% growth

#AutoSalesWithJST
Jan Auto sales update:-

Volvo Eicher:-

Total sales increase by 2.4%

#AutoSalesWithJST
Jan Auto sales update:-

TVS Motors

Domestic 2-Wheelers shows a growth of 34%
#AutoSalesWithJST
Jan Auto sales update:-

Tata Motors

Domestic sales growth of 28% (CV down 3% & PV up 94%)

#AutoSalesWithJST
Jan Auto sales update:-

Eicher Motors 2W

Sales growth of 8% | Exports up 103% showcasing delivery on past investments (still a small proportion)

#AutoSalesWithJST
Jan Auto sales update:-

Hero Moto Corp:-

Posts a de-growth of 4%.

Interesting contrast to TVS motors which posted a growth of 31%

#AutoSalesWithJST

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More from @JstInvestments

1 Feb
Stay tuned with all the important budget happenings!

As always, we will simplify the announcements for you!

Stay Tuned :)

#BudgetWithJST #Budget2021
A new central sponsored scheme - Aatmanirbhar Health Yojana with an outlay of Rs 64180 Cr over 6 years (in addition to National Health Mission)

Will strengthen National centre for disease control

Will launch 'Mission Poshan 2.0'

#BudgetWithJST #Budget2021
Will implement Jal Jeevan Mission with an outlay of Rs 2.87 Lakh Cr

Govt to set up 15 health emergency centres

#BudgetWithJST #Budget2021
Read 27 tweets
23 Jan
Grasim's Concall on the venture into the paints business. A Thread 🧵👇

Decorative paints will be the focus, 40,000crs market with unorganised share at 25%

Looks like a big opportunity, no? Let's delve deeper.

1/n
Have pan-India distribution presence with Birla white (Sold also at paint outlets & 2nd largest distribution in the industry): Will find synergies.

Red Flag: How will they copy Asian Paints Innovation DNA, operational efficiency, Inventory & supply management

2/n
Risk: Distribution of paints is from plant to dealers & for Birla white, it is from the factory to distributor to dealer. Totally different.

Answer: Birla white has a strong relationship with the dealer. What's the incentive?

No answer on the tinting machine Entry Barrier.

3/n
Read 5 tweets
22 Jan
Reliance Industries Q3FY21 -

Revenue down 19.9% YoY
EBITDA flat YoY
Net profit up 25.8% YoY

9 Quarters data shown for all segments and the business as a whole.

The business-specific commentary continued on the thread below 👇👇

#Q3FY21withJST #Reliance
RIL has reclassified the segments, this is how it looks now

Img 1 - Segment Revenue and EBITDA

Img 2 - EBITDA Margins and Revenue Mix

Img 3 - The older segment classification (Just showing for info to show how the newer categories look)

Img 4 - Category description
Some Updates -

RECORD QUARTERLY EBITDA FOR DIGITAL SERVICES AT Rs 8,942 Cr

HIGHEST EVER QUARTERLY EBITDA FOR RETAIL AT Rs 3,102 Cr

RIL AND BP ANNOUNCE THE START OF PRODUCTION FROM R CLUSTER, ULTRA-DEEP-WATER GAS FIELD IN BLOCK KG D6 OFF THE EAST COAST OF INDIA
Read 9 tweets
22 Jan
Gland Pharma Concall Takeaways: A Thread 🧵👇

Trades at 12x EV/ sales

- Started to increase the focus in emerging markets (16% of rev: 120% absolute growth in 9M) in the near past. Major rev from the US: 60%

1/n
- Long-standing relationships with leading pharma companies globally.

- Made 6 product fillings for the Chinese market: A start.

- Cashflow growth affected due to inventory buildup for covid 19: Improved receivables & Payable days

2/n
- Growth was on new launches & increasing volumes of existing products: Received 24 ANDA approvals in 9M (25-30 approvals every year going forward).

- Customers are conducting audits virtually in this period.

3/n
Read 6 tweets
4 Jan
On Popular demand -

A comprehensive thread on Pre-IPO! 🧵

We will cover the meaning, risks, advantages, taxation, complete cycle of a Pre-IPO deal and a few examples of wealth creators and wealth destructors in the Pre-IPO Market!

Let's start 👇
The word IPO has a lot of emotions attached to it – Excitement, suspense, disappointment, happiness, anger, jealousy (if you friend gets an IPO allotment and you do not) and many more.
These days IPOs are getting so much subscription that the IPO going companies would think for once that why didn’t they sell the whole company! 50-100x oversubscriptions are the new normal!
Read 26 tweets
30 Dec 20
Flavours & Fragrance (F&F) Industry

A Thread 🧵

#FMCG
Market Dynamics:

F&F industry is highly fragmented. There are 1000+ small, medium and large-sized firms operating in the sector, both in organised and unorganised sector (ranging from MNCs and large Indian industrial houses to small-scale industrial units & local manufacturers.)
The global F&F market size was valued at US$ 29.8 billion in 2019. India is just 3% of it with 20% of the population. The Indian F&F industry is valued at approx. Rs 6,400 Cr. The current Indian fragrances market is estimated at Rs 3,200 Cr and the flavours, at Rs 3,200 Cr.
Read 20 tweets

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