#PayTmIPO a cursory glance

Revenue growth rate is mediocre/stagnant.

Let's dig deeper to see if we can find any redeeming qualities. Image
#PayTMIPO

Marketing expenses have gone down. All other recurring expenses are constant. Image
#PayTMIPO It's still in losses but the losses have subsided a bit. Image
#PayTMIPO Return on networth has declined. Image
#PayTMIPO Net earnings have gone down. Image
#PayTMIPO gist :

- Revenues of 3187 Cr with a loss of 1701 Cr
- Long term revenue trend shows -6% CAGR losses
- Market share : Image

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More from @techlunatic

15 May
They have 2 major segments, pipes and adhesives. 77% revenue comes from Piping and the rest from Adhesives.
Both segments have very high margin.
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Power sector, a bird's eye view thread : 🧵
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Atul, Pidilite, Alkyl amine, Fine Org and Aarti Ind have among the best margins in the sector.
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Tasty Bites : 50% 🚀 since last mention 5M ago

Fundamentals always precede technical breakouts. Gotta catch em young when the fundamentals are improving & the momentum traders are still clueless.
Fundamentals :

35% CAGR in EPS in the last 5 years.
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13 May
Life insurance is potentially the sector which will experience this kind of margin expansion over the coming decade. Most insurance companies presently have wafer thin margins between 2% to 4%.

Even a meagre 4% revenue growth at 6% margin will make their EPS zoom up by 300%. Image
Presently all Insurance stocks are fully valued (i.e 4% margin priced in but 6% margin not priced in)

Someone who enters now will ride the expansion from 4% margin to 6%. Those who had the foresight to enter at half the rate in 2020 March will get a 6x bagger when EPS goes up 3x
Additionally, Insurance companies reinvest the premium corpus accumulated with them which creates a secondary revenue stream with zero added expansion cost. Very high operating leverage business model and an under-penetrated sector (75% Indians don't have insurance cover). Image
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