Time to read some annual reports and get confidence in the companies you invest .
Else in the panic we will miss good Biz.
This is the #Revenue split from Tatva , THought the EV theme part has minimal contribution now , growth is expected from that Space ..
Phase Transfer Catalyst and Tatva being among the Leaders in this segment
SDA
Mostly this segment has good opportunity due to Sanitization in Developed Country .
Tatva is the second largest in the manufacture of SDA
This section has the Key to make difference . Accounting to only 1% of Revenue now but with 26% CAGR Growth expected and Tatva being the Largest in India can make the difference !
Intermediates Market
PASC
Tatva with all the said is ready for growth clearly ..
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A Detailed business analysis of a niche Auto ancillary company having industry high ROCE, ROE with top class renowned management
A special situation play - A Demerger story that is ready to unfold itself
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Before diving deep into this wonderful business let's have a look at India's Growth story as a whole
As per World Bank, Asian Development Bank and the International Monetary Fund projections, India will remain the fastest-growing major economy in the world during 2021-24
Now this is a trigger by itself to every industry in India and ensures fast growth in most parts of the economy
Now let's have a crisp view about the growth in Auto Industry
The PV volume growth is expected to be between 4-4.5% CAGR in the next few years , a 1.5X gear up
How my twitter circle and followers exploded from 0 in Sep 2021 to 51,400 in Sep 2022 ?
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