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प्रसाद | Value Investing | Swing | Profile picture
@Value_Swing
Jul 9, 2021 • 8 tweets • 3 min read • Read on X
Thread on #PDSMultinational A unique platform business model in the Textile sector.

The company design, souces & finace all kinds of textiles from 540 unorganized Asian manufacturers and supply to branded players in EU-USA. That's the platform business Image
The company started its own manufacturing in Bangladesh, India, and Sri Lanka. Doubling their Bangladesh capacity this year. #Dixon of textile in making.

Company finance & help debottleneck their sourcing partner, thus increase efficiency and reduce cost & time Image
Company operates three segments: Design-Sourcing, Manufacturing & Financing

OPM has improved from 1% to 5% in the last 5 years, which suggests the company is now well established

The company reduced debt by 260 Cr in last year Image
Robust performance during even Covid crisis. Establishing their own brand, generated revenue of 70 Cr

Many big retailers across EU-USA like H&M are recycling used clothes. PDS is well ahead in this as well. They have acquired a company that provides Circular economy solutions Image
Need not write much as Investor presentation is self-explanatory. Have a look.

pdsmultinational.com/wp-content/upl…
#PDSMultinational What has changed in the last 5 years?

OPM has increased 0 to 5%

The company successfully expanding while keeping debt below 500 Cr

Revenue & profits are rising

Doubling Bangladesh capacity
Manufacturing in Bangladesh, Shri Lanka, India, Turkey, Jordan, Egypt, Vietnam

Manufacturing in Bangladesh makes them more competitive over Indian players

Inhouse manufacturing will further increase OPM

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More from @Value_Swing

प्रसाद | Value Investing | Swing | Profile picture
Feb 5, 2023
Baba Ramdev has used a similar method to Adani to rig the share price of #PatanjaliFoods and raised money through FPO. Baba Ramdev bought Ruchi Soya for 4350 Cr in 2019. By keeping free float by just 1.1%, the stock went up by 8000%. The market cap at the peak was 50 thousand Cr.
In March 2022 Patanjali sold 19% of shares at Rs 650 per share to raise 4300 Cr to repay the debt it took to buy the company.

So he bought the company using debt from SBI and kept just 1.1% of shares tradable so that the share price got skyrocketed.
Baba Ramdev sold the same shares at 4000% higher valuations than his purchase value. So can one conclude that Baba Ramdev got a 35 thousand crore currently valued the company free of cost? Amount infused by Patanjali when they bought Ruchi Soya through insolvency was just 115 Cr.
Read 7 tweets
प्रसाद | Value Investing | Swing | Profile picture
Mar 6, 2022
A thread on #Stagflation

Stagflation has been a buzzing word since Friday. Let's understand the concept and how it will impact our equity investment in the near future.

The below pic is very informative showing the implication of inflation on GDP growth.
Economists across the world are trying to interpret the present situation and making their consensus on the most likely upcoming stagflationary phase followed by the Global recession. Economists are cutting their GDP growth forecasts & raising inflation projections.
How is this buzzing suddenly? On Friday gap between yields on US02 year and US10-year notes stood at its narrowest since March 2020, a signal that investors may be anticipating that economic growth will slow down from its current robust pace.
Read 15 tweets
प्रसाद | Value Investing | Swing | Profile picture
Jul 31, 2021
Why #JubilantIngrevia can be next big growth story?

Here is the thread.

Pharma serving to regulated market are under stress due product price erosion. Market is comfortably giving higher multiples to step down segment in value chain i.e. raw material suppliers.
eg. Alkyl & Balaji Amine. Very few Pharma are growing well. But again, they can’t grow in isolation as the question is what makes them so special other than promoters? Stagnancy is imminent after certain size.
Hence investing in Raw material supplier (KSM) companies’ de-risk your portfolio. They don’t deal directly with FDA. End users (Pharma players) can’t afford to lose them due to regulatory issues and delays due to vendor switch.
Read 12 tweets
प्रसाद | Value Investing | Swing | Profile picture
Jul 24, 2021
A company was a biggest wealth creator between year 2013-17, stock price moved 60x. Went into downtrend/consolidation for 4 years, now trying to move up.

Summarizing some reasons how this break out is supported by fundamentals.

A thread on #Caplin #CaplinPoint
What has changed in last 4 years?

Criticism on cash flow seems well addressed in FY2021. Biggest positive thing I see.

Management Walk the Talk: Top line of 2015 becomes bottom line of 2021

Company have always grown exponentially without taking any debt
Last 5 years, company have done Capex of 800 Cr and still managed to remain debt free

300 Cr ongoing Capex: 160 Cr for Oncology segment, 100 Cr for API backward integration

Spent 275 Cr in R&D last 4 years

Scientists count increased by 3x to 300+ Big positive sign for future
Read 8 tweets
प्रसाद | Value Investing | Swing | Profile picture
Jun 16, 2021
Recently bought #GlobusSpirits. I see good value in this counter, can give multifold returns in 2-3 yrs.

Broad summary:

1. The company has paid off 110 Cr debt in 4 years
2. Debt reduced from 252 Cr to 142 Cr
3. Doubling the capacity from 140 to 280 KLPD in WB
4. Paying debt & increasing capacity- very good sign
5. Currently running at 100% Capacity
6. Margins have improved in last 4 yrs (8% to 20%)
7. Cash has gone up to 58 Cr
8. Present across the value chain
9. Supplier of hand spirit to FMCG player
10. Got pan India access due to merger with Unibev
11. Huge scope to grow in franchise bottling
12. Globus today stands where #RadicoKhaitan was 4 years back (7x rise in market cap).
Read 10 tweets
प्रसाद | Value Investing | Swing | Profile picture
Jun 13, 2021
Ammonia is set to become World’s another renewable fuel. Sounds interesting? Thread.

Renewable fuels & energy storage solutions are the buzzing trends of the world. Increase in Solar & Wind energy harvesting efficiency have changed all the energy dynamics.

#Deepakfertilizer
This is disrupting many traditional businesses and impacting human life positively. Technology is accelerating & facing the change is life.

An ammonia molecule is composed of one nitrogen atom and three hydrogen atoms & mostly was used in making urea fertilizer.
With the emerging new application of ammonia as a green fuel, there is a possibility of World facing ammonia crunch and hence can give pricing power to the manufacturers. 180 Million tons of ammonia is made annually, 40% of plants are old. China is the largest producer.
Read 15 tweets

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