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4 Feb, 4 tweets, 2 min read
Tata Elxsi, a short overview :

Sales trend :
Tata Elxsi profit trend :
Tata Elxsi reserves :
Tata Elxsi 2021 (9M) results :

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More from @techlunatic

Generic Boi Profile picture
4 Feb
"Internet Software & Services" sector an overview of listed peers. A thread 🧵

TataElxsi has the largest marketcap in the sector, followed by Tanla.
Sorted by sales figures, it's clear that the market is rewarding TataElxsi with some premium marketcap, because there are companies which make similar sales but don't enjoy the same valuation (and with good reason) :
Profit analysis makes the reason for the premium valuation evident.

Tata Elxsi is able to convert a large(r) part of their revenues into profits and hence higher FCF and dividends fall in the lap of minority share holders.
Read 10 tweets
Generic Boi Profile picture
2 Feb
#Relaxo valuation thread :

Relaxo's history :
Relaxo sales history :

2004 : 201 cr
2020 : 2419 cr

15Y Sales growth trend : 17% CAGR
Relaxo profit history :

2004 : 5 cr
2020 : 226 cr

15Y Profit growth trend : 26% CAGR
Read 10 tweets
Generic Boi Profile picture
2 Feb
Footwear sector an overview 🧵

China is #1 in footwear industry in the world with production of appx. 1420 crore pairs

India is #2 with 221 crores pairs made per year

In developed countries, per capita consumption is 7 pairs, world average is 3 pairs, India's is ~1.1 pair
Sorting Indian footwear companies by marketcap shows that Bata and Relaxo have a duopoly (nearly 48% market share each)
Sales comparison shows that Bata and Relaxo take home the largest revenues.
Read 12 tweets
Generic Boi Profile picture
2 Feb
Life Insurance sector, a thread 🧵

Indian insurance sector is just a seed that has recently sprouted. <5% Indians have proper insurance cover (others are either uninsured or under-insured).

Our insurance companies are nowhere in the top 10 global insurance firms.
Mexico has the lowest insurance penetration and we're sitting right next to them.
India presently has these listed insurance companies, where top 7 companies have 75% market cornered and top 3 companies have 50% market cornered.

The rest of the seeds haven't even germinated.
Read 9 tweets
Generic Boi Profile picture
23 Jan
Outside every small gold-smith's workshop, you'll find multiple people sifting through the wet waste in small metal pans.

When I was a small boi, I used to think these were cleaning agents employed by the shopkeeper. I was told that these people were..
..people were in fact there on their own volition. So the smol boi in me concluded that they were 'freelance cleaners' of sorts. Maybe the gold-smith would pay them later out of good will. Apparently they were sifting the gutters in the hopes of..
..hopes of finding small gold filings that may have chipped off while the gold-smith was working on making the ornaments

"Quite interesting", the smol boi in me I thought "free money, no investment other than the metal plate, no risk, just sift the dirt and catch the gold"

But,
Read 14 tweets
Generic Boi Profile picture
23 Jan
"A stock that I was watching at 500 has zoomed to 1000; I've missed it.."

No you haven't.

Even if you had caught it at 500, you'd be adding subsequent year's installments at 1000, 1500 & so on. You didn't miss the stock, you just missed your first installment.

Take it now 🤷‍♂️
Missing the lowest bottom price does not mean missing the stock. The company isn't going to shut down tomorrow. If anything, take the higher price as a confirmation of your investment thesis. Pay it and dust yourself up.
On the other hand, a stock that you feel proud of catching at the lowest bottom could turn out to be ITC, ONGC, SBI, NBCC, Hudco

Good companies raise their ticket prices faster. There's no need to rue this fact. Embrace it, pay the price, buy a ticket and ride that 🚀 to the top
Read 4 tweets

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