Mega Thread: Jan-Jun 2021

26 Weeks, 26 Ideas, 26 Tweets

Days Gone 180. Efforts 360
CREDIT ACCESS GRAMEEN
SUVEN PHARMA
NIPPON LIFE INDIA ASSET MANAGEMENT
HEIDELBERG CEMENT INDIA
ITC LIMITED
KNR CONSTRUCTIONS
MAYUR UNIQUOTERS
BAJAJ AUTO
SYNGENE INTERNATIONAL
GUJARAT STATE PETRONET LIMITED
TATA CHEMICALS
VIP INDUSTRIES
MAHINDRA HOLIDAYS & RESORTS INDIA LIMITED
INDIAN ENERGY EXCHANGE
HDFC LIFE
MANAPPURAM FINANCE
HESTER BIOSCIENCES
HDFC ASSET MANAGEMENT
VARUN BEVERAGES
TATA CONSUMER PRODUCTS
PIRAMAL ENTERPRISES
ANGEL BROKING
THOMAS COOK INDIA
RPSG VENTURES
ASHIANA HOUSING LTD
JOHNSON CONTROL HITACHI AIR CONDITIONING LTD
If you liked the thread, plz Retweet the First tweet for the benefit of all.🙂🙏

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More from @SmartSyncServ

27 Jun
One Percent Show is 100% Recommended!

The best host in one who just shut up & let the guest do all the talking.

Rarely do you find such hosts. Vishal (@safalniveshak) is one such rare one.

Top 10 learnings from the Vinod Sethi show.
1. Life is not about Incremental Growth but making yourself ready for Leaps and Bounds. Life often gives you those sort of opportunities .

Recognize it.
2. Education teaches you foolish things like success & Darwinian concepts like survival of the fittest. They don't  teach you other things like courage, faith, conviction, risk taking etc that matter more.
Read 12 tweets
23 Jun
AR20-21 Notes

Tata Elxsi

Design Digital

Helping Enterprises Re-imagine Products & Services

Simplifying Technological Complexity

Retweet to help more Investors read AR.🙂
1/

Message From the Chairman

~Strong Operating Performance
~Diversify-Geopolitical & Currency Risk mitigated
~Ranked in the leadership zone of Zinnov Zones 2020 Report
2/

DESIGN DIGITAL

~Industrial Design & Visualization
~Healthcare
~Media Broadcast & Communications
~Transportation
~System Integration
Read 10 tweets
22 Jun
12th Post on Q4FY21 Results

Businesses covered:
~Dixon Technologies
~Galaxy Surfactants
~KNR Constructions
~Mayur Uniquoters
1/

Dixon Technologies

• Con Rev down 146% YoY & PAT up 57% YoY in Q4
• Entering outdoor lighting & refrigerator segments
• Applying for PLI schemes for mobile phones, AC components, lighting, IT hardware & network products

Detailed Notes: bit.ly/35Gjmm2
2/

Galaxy Surfactants

• Con Rev up 19.6% YoY & PAT up 22% YoY in Q4
• EBITDA/ton at Rs 19465 which is up 16.4% YoY
• FY21 volume growth of 11.2% in India & 8.2% in AMET

Detailed Notes: bit.ly/35PUuIt
Read 6 tweets
16 Jun
AR20-21 Notes

Apcotex Industries

Leading producer of Synthetic Rubber & Synthetic Latex in India

Broadest Range of Emulsion Polymers in the market

Fasten Your Seatbelts & Enjoy the ride 🙂

Retweet for wider reach 🙏
1/

Evolution

1980: Started as a division of Asian Paints
1991: Becomes public ltd
1998: Started HSR prodn 10k MT p.a.
2005: Name changed to Apcotex
2009: Entered Acrylic Emulsion business
2013: Latex capacity increased from 40k to 55k MTp.a.
2016: Omnava Solutions Acquisition
2/

Financial Highlights
Read 13 tweets
15 Jun
AR20-21 Notes

Tata Consumer Products

Transforming for Better

Hang on Tight, as we deep dive

Retweet for wider reach. 🙂🙏
1/

Leading with Brands
2/

Performance Highlights

~Financial
~Operational
~S&D
~People
~Procurement
~Community
~Sustainability
Read 19 tweets
14 Jun
AR20-21 Notes begins🗒️

First on the list is

BKT

Boring Business Steady Compounder

Fasten your seatbelt

Here we go!

Hit L&R if you find value.🙂🙏
1/

Snapshot of Financial Performance

~Last 5 years Financial Highlights
~Rupees Earned/Spent (%)
2/

~Off-Highway Tires
~Large Variety Low Volume (BKT has 2700+SKUs)
~Requires pre & post-sales servicing
~Two subsegments Agricultural & Industrial
~Large Market in USA, Europe, Australasia & India
Read 8 tweets

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