Share this page!

ᴡᴇᴀʟᴛʜ ᴇɴʀɪᴄʜ : ᴀᴅᴠᴀɪᴛ ᴀʀᴏʀᴀ Profile picture
Twitter logo
21 Jun, 4 tweets, 2 min read
MAGIC of converting

1 Crore -----> 2200 Crores in 31 years.

A Short Thread on the #investing journey of tory of Ramdeo Agarwal - Cofounder of Motilal Oswal Financial Services

🧵 ( 1/4)
- Started with investment of 1 cr in shares in 1990 which increased to 30 crs in 92 market rally of Harshad Mehta time.

- 30 cr reduced to 10 cr in correction after 92 market rally

- 10 crs increased to 100 crs in Y2K market rally of 2000
- 100 crs reduced to 30 crs in correction after Y2K rally

- 30 crs increased to 550 crs in 2007 market rally

- 550 crs reduced to 250 crs in correction after 2007 rally

- 250 crs increased to 1850 crs by Feb 2020
- 1850 crs reduced to 1150 crs in 2020 Covid market correction

- 1150 crs is now increased to 2200 crs in current market rally

Amazing #wealth Creation from 1 Cr to 2200 Cr.

Thanks Mr. @AnilSinghvi_ for the wonderful interview of Mr. Ramdeo Agarwal's wealth creation journey.

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with ᴡᴇᴀʟᴛʜ ᴇɴʀɪᴄʜ : ᴀᴅᴠᴀɪᴛ ᴀʀᴏʀᴀ

ᴡᴇᴀʟᴛʜ ᴇɴʀɪᴄʜ : ᴀᴅᴠᴀɪᴛ ᴀʀᴏʀᴀ Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @WealthEnrich

ᴡᴇᴀʟᴛʜ ᴇɴʀɪᴄʜ : ᴀᴅᴠᴀɪᴛ ᴀʀᴏʀᴀ Profile picture
4 Jun
➡️Demergers unlock significant value for shareholders.

Recent examples:
#Jubilant Lifesciences
#CESC
#Arvind
#TataCommunicaitons
#Strides

➡️ Sharing 10 very interesting 'Potential Demergers' which can create some serious #wealth !!

~ ~ Short Thread ~ ~
1. #GHCL (Gujarat Heavy Chemicals Ltd)

→Demerging the Chemicals & Textile business is on the cards.

Possibility in 2 quarters.
2. Piramal Enterprises (#PEL)

→Three way Demerger possible :

~ RealEstate
~ Pharma(CDMO)
~ NBFC

Possibility in 2 to 3 quarters.
Read 12 tweets
ᴡᴇᴀʟᴛʜ ᴇɴʀɪᴄʜ : ᴀᴅᴠᴀɪᴛ ᴀʀᴏʀᴀ Profile picture
1 May
👉🏿Why I believe this #multibagger #Lauruslabs can be a 4 digit stock from here on

➡️Short //Thread\\

In Q4 FY21:

✅Formulations revenue grew 60.9% YoY to Rs. 430 crore
✅CRAMS business grew 19.0% YoY to Rs. 176 crore.
✅EBITDA margins improved 1059 bps to 33.4%

(cont..)
~ #Laurus has planned a capex of Rs. 2400 Cr in next 36 months through internal accruals.
~As per mgm guidance it will have a sales of over 7000 cr in FY23.
~With healthy margins & RoCE of 35%+ we can assume Profits upwards of Rs. 1450 Cr which gives a FY23 EPS >Rs. 27

(cont)
Moderating its Growth from 40%+ in the past to a more reasonable 30% in FY24 will take its sales over Rs. 9000+ Cr.
With healthy FCF & 35%+ RoCE (1.3/1.4 times of asset turn x 28%+ EBIDTA) it will generate profits in upwards of Rs. 1950 cr. giving it an FY24 EPS of Rs.36+

(cont)
Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!

Like this author's thread?

Get emails when @WealthEnrich has new unrolls!

Check out other threads from @WealthEnrich!

Read all threads by @WealthEnrich

:(