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Shalin Shah Profile picture
@Fibonalysis
Nov 7, 2021 • 22 tweets • 18 min read • Read on X
Scrolly
Sona Comstar
Sona BLW Precision Forgings Ltd

Let us understand the business first and also connect the dots why market is valuing it so richly almost at par with few OEMs.

Have done a detailed presentation on the same. Ready to discuss, exchange data and learnings.

#sonacoms
1/n
Table of contents & Disclaimer
Slides 01-03
2/n
Company Overview
Slides 04-07
3/n
Company Overview
Slides 08-10
4/n
Management Overview
Slides 11-14
5/n
Management Discussion & Analysis
Slides 15-18
6/n
Management Discussion & Analysis
Slides 19-21
7/n
Product Offerings
Slides 22-24
8/n
Company's Strategic Priorities
Slides 25-28
9/n
Company's Strategic Priorities
Slides 29-32
10/n
Company Snapshot
FY21 numbers & Data snapshot
Slides 33-36
11/n
FY21 numbers & Data snapshot
Slides 37-39
12/n
Q2FY22 & H1FY22 numbers
Slides 40-43
13/n
Q2FY22 & H1FY22 numbers
Other Data
Slides 44-47
14/n
Other Data
Slides 48-51
15/n
Points of Contention
Slides 52-54
16/n
Technical Aspect
Slides 55-57
17/n
Conclusion & Estimates
Slides 58-61
18/n
Conclusion & Estimates
Slides 62-65
19/n
Conclusion & Estimates
Slides 66-69
20/n
Conclusion & Estimates
Slides 70-73
21/n
Conclusion & Estimates
Slides 74-75

This concludes an exhaustive presentation on Sona Coms.

Hopefully have been able able to connect some dots and create better understanding of the company.

#investing
#technofunda
#Investment
#StockMarket
#stocks
#Fibonalysis

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More from @Fibonalysis

Shalin Shah Profile picture
Mar 9
Trent Ltd
Market Cap: 140 cr

Many have questioned Trent's market cap as part of their valuation reasoning while the stock kept on appreciating with earnings growth & sustained buying from investors.

Let us look at Abercrombie & Fitch, a USA based company
Market Cap: 598 cr
1/n
Abercrombie & Fitch on Wednesday reported net sales growth of 21% in the fourth quarter and 16% for 2023 as a whole, continuing a hot streak that has seen its stock price rocket almost 400% over the last 12 months.

Trent has been up 204% over the same last 12 months...
2/n
A&B's biggest priorities now is international growth with a focus on Asia-Pacific and Europe; the U.S. currently makes up just over 80% of its business.

Their strategy is as simple as listening to their customers.

wsj.com/articles/aberc…
Read 12 tweets
Shalin Shah Profile picture
Nov 30, 2023
Gufic Bio

Stock has hit new high today & looking strong above August 2023 high of 332.90

Upside can scale 400-435-488 in MT

Few key points from Q2FY24 concall:

(1) Commercial launch of Dalbavancin has been received well
(2) Intending to launch Meropenem in Q3FY24

#GUFICBIO Image
1/n
(3) R&D team has been able to develop key life saving antifungal product that can be stored at room temperatures now which will eliminate the need for cold-chain handling
(4) Their first in class antifungal product is also set for launch at a very revolutionary price point
2/n
(5) Company has launched a very unique product called SeraSeal which is a hemostatic agent and this has gained acceptance in leading hospitals. It has also started demonstrating its effectiveness in actual surgical procedures.
Read 6 tweets
Shalin Shah Profile picture
Nov 25, 2023
IREDA

(A) FY23 snapshot:

(1) 32,586 cr sanction
(2) 21,639 cr disbursement
(3) 47,076 cr loan book
(4) 1139.25 cr PBT
(5) 864 cr PAT(How to calculate PAT margin?)
(6) 3.21% Gross NPA
(7) 1.66% Net NPA
(8) Company has been conferred Infrastructure Finance Company(IFC) by RBI
1/n
 (9) MoU with Bank of India for co-lending and co-origination of RE projects
(10) Approval sought for upgradation to Navratna status

(B) Let us compare this with previous years

FY13 snapshot:
(1) Loans disbursed 2471 cr
(2) PBT at 340 cr
(3) PAT at 250 cr
2/n
In 10 financial years,
Loan disbursement is up by 8.75X
PBT is up by 3.35X
PAT is up by 3.60X

(C) The company raises funds mainly from foreign banks and agencies along with the issue of bonds which get listed on the stock exchanges.
Read 14 tweets
Shalin Shah Profile picture
Sep 5, 2023
HBL Power
FY23 Annual Report Snapshot

Market Cap: 7689 cr
Face Value: 01
Market Cap to Sales: 5.00
PEG Ratio: 2.78
Cash Conversion Cycle: 188

All the three levers of its business showed upside potential at the same time during FY23

May 23: 100.00
August 23: 294.90

#HBLPower

Image
Image
Image
1/n
(1) HBL Power Systems is a technology driven engineering enterprise that develops niche solutions for demanding applications

(2) Business Segments with Contribution to Total Revenue:
(a) Industrial Batteries(69%)
(b) Defence & Aviation(17%)
(c) Electronics(11%)
2/n
(3) Key Business Model Insights:
(a) Company works only in niche markets which are too small for big companies and too difficult for small companies
(b) Avoid capital intensive products and B2C businesses. Search for Engineering Intensive businesses to invest
Read 25 tweets
Shalin Shah Profile picture
Jul 7, 2023
Aspinwall & Company
FY23-AR

Market Cap: 178 cr
Market Cap to Sales: 0.60

(1) Business Verticals:
(a) Shipping & Logistics
(b) Coffee Processing & (c) Trading(Including Exports)
(d) Rubber plantation
(e) Coir & Natural Fibre Products

#Aspinwall



1/n
(2) Reasons for loss or Inadequate profits for all Verticals:

(a) Shipping & Logistics: Privatisation of Berths, Bulk Handling being concentrated on Fertilizers, Coal, Food Grains which are largely dependent on changing of Government Policies & Weather Conditions.
2/n
(b) Coffee Processing & Trading: Commodity nature of coffee crop, volatility in international movements of Price & movement of exchange rates.

(c) Rubber Plantation: Impact of drastic reduction of prices in the local & international markets & increased imports of products.
Read 14 tweets
Shalin Shah Profile picture
Jun 27, 2023
Krishival Foods Ltd
FY23-AR

Market Cap: 535 cr
Market Cap to Sales: 7.63
OPM: 14.61%
NPM: 10%

(1) The company is engaged in processing nuts and dried fruits into finished kernels in different flavours.

(2) Subsidiary:
Siddhivinayak Cashew Industries Pvt Ltd
PAT: -0.10 cr
1/n
(3) At the end of FY23, company has changed its name from "Empyrean Cashews Ltd" to "Krishival Foods Ltd"

(4) Company has done a change in the nature of its business and also ventured into
-Almonds
-Dry fruits
Confectionery items
-Breads
-Biscuits
-Sweets
-Cakes
-Pastries
2/n
-Cookies
-Wafers
-Chocolate
-Tinned Fruits
-Chewing Gum
-Breakfast Mix
Other items

(5) Share capital increased from 2 cr to 2.45 cr

(6) Preferential Allotment to investors at 257/warrant in cash for 64 cr
- Tano Investment Opportunities Fund
- Ecotek General Trading LLC
Read 10 tweets

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