Which #microcap company should I create the next thread about? Follow the thread to vote!
Please read their screener.in pages and company websites before deciding. I'll also add a few lines for those who don't want to do that.
Please read their screener.in pages and company websites before deciding. I'll also add a few lines for those who don't want to do that.
1. RACL geartech
A precision gear manufacturer (Soma Comstar rings a bell?) supplying to BMW, kubota, Yamaha, KTM. Sticky client relationship built over years. Aiming to grow topline from 180cr to 500cr in next 4 years. Industry leading margins of 15-20%. EV unlikely to disrupt.
A precision gear manufacturer (Soma Comstar rings a bell?) supplying to BMW, kubota, Yamaha, KTM. Sticky client relationship built over years. Aiming to grow topline from 180cr to 500cr in next 4 years. Industry leading margins of 15-20%. EV unlikely to disrupt.
Co is also undertaking 50cr capex which is likely to commence soon.
High precision gears are requirement for EV so that noise levels are low since RPM and torque are higher. RACL could benefit on margins whenever clients move to EV.
High precision gears are requirement for EV so that noise levels are low since RPM and torque are higher. RACL could benefit on margins whenever clients move to EV.
2. Kilpest
Leading Biotech firm that makes diagnostics kits. Their non covid diagnostics biz is and was growing at 30-40% pre covid. If we remove the cash in balance sheet and look purely at the non covid diagnostics biz it's available at around 10-15 pe.
Leading Biotech firm that makes diagnostics kits. Their non covid diagnostics biz is and was growing at 30-40% pre covid. If we remove the cash in balance sheet and look purely at the non covid diagnostics biz it's available at around 10-15 pe.
Market is unable to see the non-covid business. Co doing many actions for minority investors like renaming to bring out focus on biotech subsidiary, potential acquisition or share buyback worth 100-120cr. Their covid test kit is only Indian one approved by USFDA. Interesting.
Only one of 5 companies with Saliva based Covid kit approved by USFDA under EUA. Opportunity size is huge Number of molecular diagnostics labs went from 400 pre covid to 2600 now. Co also working on NGS (Next Gen Sequencing) kits:
3. Rajshree Polypack
Co makes plastic packaging for marquee global FMCG clients, who are very stringent on quality checks & it takes many years to enter these supply chains. They haven’t lost any major customer in last 10 years. Makes kinderjoy packaging for China & India
Co makes plastic packaging for marquee global FMCG clients, who are very stringent on quality checks & it takes many years to enter these supply chains. They haven’t lost any major customer in last 10 years. Makes kinderjoy packaging for China & India
Company is ahead of the curve on innovation. They are ready with biodegradable packaging (made from corn) & can supply when clients want to move. Other exciting upcoming products: Recyclable packaging, barrier packaging (longer shelf life for food), tubes packaging (cosmetics)
4. Sasta Sundar Ventures
Only listed E-pharmacy right now. Close to break even. Interesting hybrid phigital business model: HealthBuddy stores establish human connection with clients, clients order in store or on app. Industry growing at 40-060% CAGR. Huge opportunity size.
Only listed E-pharmacy right now. Close to break even. Interesting hybrid phigital business model: HealthBuddy stores establish human connection with clients, clients order in store or on app. Industry growing at 40-060% CAGR. Huge opportunity size.
Competitors like pharmeasy and 1mg rely heavily on Digital ads. Once ministry of health e-pharmacy rules are implemented, would level playing field for SastaSundar (SS). Pic is from a dated 2018 presentation. Timelines would change, but shows management's ambition
Screener websites:
RACL: screener.in/company/520073
Kilpest: screener.in/company/532067…
Rajshree: screener.in/company/RPPL
SastaSundar: screener.in/company/SASTAS…
RACL: screener.in/company/520073
Kilpest: screener.in/company/532067…
Rajshree: screener.in/company/RPPL
SastaSundar: screener.in/company/SASTAS…
Which one of these 4 companies should I make next thread on?
Please retweet the first tweet for maximum reach. 🙏
All of these are microcaps. Please do your own due diligence before investing. I am invested in all 4 and positively biased.
People that don't follow might miss the next thread. Baki dekh lo. 🤣
All of these are microcaps. Please do your own due diligence before investing. I am invested in all 4 and positively biased.
People that don't follow might miss the next thread. Baki dekh lo. 🤣
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