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Smart Sync Investment Advisory Services Profile picture
@SmartSyncServ
Jul 22, 2021 • 14 tweets • 8 min read • Read on X
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AR20-21 Notes

Praj Industries

India’s Leader in Bio-Fuel Technology

Put on your helmets & Enjoy the ride 🙂

Retweet for wider reach 🙏
1/ Current Achievements
2/ Chairman’s Message

~Ethanol Demand to rise from Govt push for 20% ethanol blending by 2025
~Launched BioPrism tech portfolio for producing bio-based Renewable Materials
~Identified growth areas like Bioplastics, Lignin products, specialty
chemicals, & others
3/ CEO & MD’s Note

~Praj continues to dominate the bioenergy sector in India
~Engg Business saw good unique opportunities
~Delivered Solutions as part of critical vaccine supply chain
4/ Technologies introduced under Biomobility Platform in FY21 provided

~Reduced water requirement
~Enhanced plant capacity
~Increased ethanol yield
~Reduction in emissions
~Pharma Grade Ethanol
~Production of Compressed Biogas from agri-residues and pressmud
5/ Bio-Prism Platform & Lignin Valorization
6/ R&D & Award Highlights

~Gained 5 Indian & 6 Foreign Patents in FY21
~Bagged awards for innovation and waste management
7/ Business Highlights

1st Gen Ethanol Domestic:
~Govt push to create opportunity for new 10 bn liters PA capacity
~Good traction for B-heavy molasses and sugar syrup based ethanol plants
1st Gen Ethanol International
~Traction for Pharma grade Ethanol
~Demand up for biofuels
8/ Business Highlights Contd

2nd Gen Ethanol
~Has 3 orders for advanced biofuel refineries in India
~Expect demand from North Europe

Compressed BioGas
~Expecting setup of 5000 CBG plants in next 5 years

Others
~Developed process for making Isobutanol
~Scaling up SAF in India
9/ Business Highlights Contd

~CPES got orders from a US-based Industrial Gases Company
~Slowdown in domestic Brewery Segment
~Got repeat orders for Zero Liquid Discharge Solutions
~HiPurity to see demand rise from pharma & personal care segments
10/ R&D Developments

~Joined with Institute Of Chemical Technology, Mumbai (ICT) for process development and reactor design research
~Produced breakthrough in making “Bio-bitumen” based on Lignin
~Filed for over 300 patents to date
11/ Outlook for the Future

~Ethanol demand to rise for blending
~CBG opportunity to rise
~Bioenergy to become mainstream due to focus on sustainability
12/ Financials
~Consolidated Balance Sheet
~Consolidated P&L Statement
~Consolidated Cash Flow Statement
13/ End 🙂🙏

Plz L&R the 1st tweet here if you liked this

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More from @SmartSyncServ

Smart Sync Investment Advisory Services Profile picture
May 20
SSS #Q4FY24 Results & Conference Call Notes

Sula Vineyards

06 May 2024

Market Cap: Rs. 4286 Cr | CMP: Rs. 508 | P/E: 45

A short thread (🧵)Image
About the Business

Incorporated in 2003, Sula Vineyards Limited is India's largest wine producer and seller as of March 31, 2022. The company also distributes wines under a bouquet of popular brands including "RASA," "Dindori", "The source," "Satori", "Madera" & "Dia" with its flagship brand "Sula" being the "category creator" of wine in India.

Business segments
i) The production of wine, the import of wines and spirits, and the distribution of wines and spirits (the "Wine Business");
ii) The sale of services from ownership and operation of wine tourism venues, including vineyard resorts and tasting rooms (the "Wine Tourism Business")Image
Financial Highlights Q4FY24 and FY24

● Sula Vineyards Ltd reported Revenues for Q4FY24 of ₹117.00 Crores up from ₹110.00 Crore year on year, a rise of 6.36%.
● Total Expenses for Q4FY24 of ₹104.00 Crores up from ₹89.00 Crores year on year, a rise of 16.85%.
● Consolidated Net Profit of ₹14.00 Crores down 17.65% from ₹17.00 Crores in the same quarter of the previous year.
● The Earnings per Share is ₹1.62, down 17.35% from ₹1.96 in the same quarter of the previous year.
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● Wine Tourism revenue saw a substantial 21.7% YoY increase to Rs. 54.7 Cr, accompanied by a significant rise in Tastings across the country to 172,237, up by 29% YoY.
● The Net Revenue for FY24 reached Rs. 616.4 Cr, reflecting a 10.7% YoY increase.
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● PAT for FY24 was Rs. 93.3 Cr, an 11.0% YoY increase, resulting in an EPS of Rs. 11.05.Image
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Mar 10
RS Software

At 180, everyone is talking about it.

At 45, six months ago, when we recommended the stock in our Small and Microcap Advisory, there were many questions.

A thread 🧵 : Image
1/6
Today, there's a buzz around RS Software, a micro-cap company pivotal in UPI fintech disruption. Investors are getting excited looking at the management commentary and revenue forecasts at a recently held public event.
2/6
However, there is limited availability of information on RS Software and business is quite complicated to understand.

Therefore, to educate the community on this business, we're offering our comprehensive research report, previously reserved only for our micro-cap advisory customers, completely free of charge. Link is shared at the end of this thread.
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Sep 9, 2023
The Bullet Proof Investing Seminar

Venue: ITC Grand Chola, Chennai

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Jun 27, 2023
You will hate them.

You know that these are unhealthy food.

But the stupendous growth YoY just proves one point.

"Convenience & Experience" matter more than anything to us.

More so when it comes to our eating habits.

Devyani International [FY23 AR Notes]

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If you wish to access the recording of our deep dive on the QSR space, become a MissioN SMILE member.

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From Fragility to Robustness

From Highly Volatile to Stable Margins

From the Vagaries of Small Scale to the Economies of Scale

The journey of Apcotex has been awesome.

Key takeaways [FY23 AR]

“Retweet” plz to help us educate and reach out to maximum investors. 🙏

Let's go👇 https://t.co/OZKL0UbJ6jtwitter.com/i/web/status/1…
Before we go to the key takeaway from the FY23 AR, let us tell you that we did a deep dive on Apcotex on our 1st MissioN SMILE webinar on 28th February 2021.

The share price was 175 at that time. What a journey it has had since then.
If you wish to access the recording of our deep dive on Apcotex, become a MissioN SMILE member.

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Jun 6, 2023
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Imagine an Uber driver saying:

"Uber is a fraud & we don't work with them. We're not registered on Uber unlike what they claim in their ARs & advertisements."

Tingo's story has that element & much more.

Top 10 learnings! 🙂👇 Image
We're going to dissect this case & try to derive learnings which we as mango investors can incorporate.

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