AR20-21 Notes

Praj Industries

Indiaโ€™s Leader in Bio-Fuel Technology

Put on your helmets & Enjoy the ride ๐Ÿ™‚

Retweet for wider reach ๐Ÿ™
1/ Current Achievements
2/ Chairmanโ€™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 & MDโ€™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 โ€œBio-bitumenโ€ 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 ๐Ÿ™‚๐Ÿ™

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21 Jul
AR20-21 Notes

AAVAS Financiers

A Leading Housing Finance Company concentrating on Affordable Housing

Put on your helmets & Enjoy the ride ๐Ÿ™‚

Retweet for wider reach ๐Ÿ™
1/ Performance Overview

~Annual Revenues exceeded Rs 1000 Cr for the first time
~AUM reached Rs 9454 Cr
~Spread at 5.76% in FY21
~Active Customer base at >1.25 Lacs
2/ 10 Year Report Card

~Developed Niche & maintained disciplined and conservative underwriting
~Scaled the business sustainably
~Promoted financial inclusion & led to the development of the sector
Read 14 tweets
20 Jul
โ€œ๐˜š๐˜ฐ๐˜ฎ๐˜ฆ๐˜ต๐˜ช๐˜ฎ๐˜ฆ๐˜ด ๐˜ฏ๐˜ฐ๐˜ต ๐˜จ๐˜ฆ๐˜ต๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ธ๐˜ฉ๐˜ข๐˜ต ๐˜บ๐˜ฐ๐˜ถ ๐˜ธ๐˜ข๐˜ฏ๐˜ต ๐˜ช๐˜ด ๐˜ข ๐˜ธ๐˜ฐ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ณ๐˜ง๐˜ถ๐˜ญ ๐˜ด๐˜ต๐˜ณ๐˜ฐ๐˜ฌ๐˜ฆ ๐˜ฐ๐˜ง ๐˜ญ๐˜ถ๐˜ค๐˜ฌ!โ€

Paytm knows this very well.

IPO Valn:

$25 Bn

INR1.85 Tn

๐ˆ๐๐‘ ๐Ÿ๐Ÿ–๐Ÿ“๐ŸŽ๐ŸŽ๐ŸŽ๐ŸŽ๐ŸŽ๐ŸŽ๐ŸŽ๐ŸŽ๐ŸŽ๐ŸŽ/-

A11-yr story.

Retweet to share with all.
Did you know?

In the year 2010, @vijayshekharโ€™s company One97 Communications, which owns Paytm, was looking to raise just 120 Cr. Valuing the whole company at around 500 Cr.

Fast forward 11 years.

A 370X jump in valuation.

That's the power of ownership of business and equity
Coincidentally, in 2010, India saw its biggest IPO till-date of Coal India

INR 15,200 Cr.

Paytm is all set to break that record this year with its
IPO

INR16,600 Cr.
Read 12 tweets
11 Jul
"A Short History of Financial Euphoria"

By John Kenneth Galbraith

A book full of wisdom captured in 4 tweets.

Hit Retweet and let's share with all.๐Ÿ™‚
Introduction to Speculative Episodes
5 Points to note in all Speculativr Episodes
Read 6 tweets
8 Jul
There is a Narrative. There is data.

And then there is a narrative based on data.

The blog post below is one of those narratives based on data

rsharat.substack.com/p/the-naked-trโ€ฆ

Do we agree with it?

No.
One of our investor friends is an ex @PPFAS but does not want his name to appear here.

He made some hard-hitting points to disprove the opinion formed in the above blog post which we believe cannot remain confined in a closed investor group.

So here we go.
~Comparison of PPFAS with NASDAQ 100 for the entire time period is a flawed logic (check image)

~35% allocation is overseas and not NASDAQ.

~allocation to NASDAQ based stocks was very low in the initial period

~It only got increased during the last year. Image
Read 5 tweets
5 Jul
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 together๐Ÿ™‚๐Ÿ™
Read 6 tweets
30 Jun
Mega Thread: Jan-Jun 2021

26 Weeks, 26 Ideas, 26 Tweets

Days Gone 180. Efforts 360
CREDIT ACCESS GRAMEEN
SUVEN PHARMA
Read 28 tweets

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