FY22 Quarterly Results to begin soon.

Let's brush up FY21 in 4 Tweets

4 Tweets

50+ companies

18 Sectors

703 pages of Research Notes

400+ Hours of Efforts

Hit Retweet to learn together🙂🙏
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30 Jun
Mega Thread: Jan-Jun 2021

26 Weeks, 26 Ideas, 26 Tweets

Days Gone 180. Efforts 360
CREDIT ACCESS GRAMEEN
SUVEN PHARMA
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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.
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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
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DESIGN DIGITAL

~Industrial Design & Visualization
~Healthcare
~Media Broadcast & Communications
~Transportation
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22 Jun
12th Post on Q4FY21 Results

Businesses covered:
~Dixon Technologies
~Galaxy Surfactants
~KNR Constructions
~Mayur Uniquoters
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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
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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
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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
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Financial Highlights
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15 Jun
AR20-21 Notes

Tata Consumer Products

Transforming for Better

Hang on Tight, as we deep dive

Retweet for wider reach. 🙂🙏
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Leading with Brands
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Performance Highlights

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~People
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