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Mouzam Profile picture
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31 Aug, 6 tweets, 3 min read
#JUBLINGREA #FY21AR Compiled together some interesting insights from various pages.

Its an extremely informative AR with broad industry & segment wise overview. MUST READ

Lot of moving parts but looks very optimistic & strong growth outlook.

bseindia.com/xml-data/corpf… ImageImage

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More from @mmali09

Mouzam Profile picture
7 May
#Mastek Phenomenal runway for growth in N. America which is the real focus of mgt. Focusing on Healthcare & Lifesciences and Manufacturing & Retail Verticals. Capturing bigger customer. #Q4FY21Concall
2/ 2nd area of focus is competing with SAP and gaining more market share. Already closed 5 marquee customers who were using SAP as their legacy application. Will give opp. to significantly move in the UK & Europe region (stronghold of SAP).
3/ Focus to capture more "managed services" contracts on cloud applications as more and more customers keep migrating to Oracle cloud. While implementation may have been done by other Consulting firms. Compliments to the Mastek Evosys combination. Wants to🔼 this revenue by 10%.
Read 7 tweets
Mouzam Profile picture
8 Mar
#MoldTek Packaging - Rolling Thread (Disc: Not Invested)

1/ Putting together my study on an interesting proxy play to consumer products.

They are pioneers in the field of In-Mold label (IML) decoration in India. A market leader in Indian plastic packaging industry. Image
2/ However, the sustainability of these moats needs closer look. Mold-Tek has a state of the art “IN HOUSE TOOL ROOM” with sophisticated Swiss and German machinery to design & produce complex molds and distinction of developing IML decorated packaging for the first time in India.
3/ Amazing list of clients in Food & FMCG (listed & non-listed co.) Their USP is innovative & custom mold designs for solving modern packaging challenges. ImageImageImage
Read 16 tweets

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