⚙️#RACLGeartech Q2 FY22 Concall's

🗒️Notes Prepared By me

A Thread 🧵
1. Revenue Mix Change -

50% from 2 Wheelers

20% from Tractor & Agricultural Equipments

18% from Recreational Vehicles

5% from 3 Wheelers

5% from Industrial Pv & Others

2% from Commercial Vehicles
2. Received recognition as “Business Enterprise of Tomorrow ” under SME category

3. Revenue from EV in 21-22 was 1% vs in 22-23 is around 4%

4. Lockdown In European Country is not any risk for the company
5. Why so high precision ?

“Quality Starts Here” is their motto

Reasons for so high Precision are -

A. They take care of their employee

B They provide good infrastructure for employees

B. They provide good infrastructure for employees

D. Follow system Discipline
6. What is their edge in technology ?

RACL has Been unique company, Company invested in technology & focused on Technology from very early on

From last 15 Years hence has developed edge in technology
7. Customers want all products from a single company & RACL Geartech provides that same thing

This is their USP that they provide all products under their roof to customers

8. They are good at d/e ratio compared to their peers & won’t go into higher range
9. JV of Kubota & Escorts will Bring great opportunity to their Domestic Business

10. Their Domestic Business will gain their overall % revenue share in future
End of the Thread. Thanks for reading till end

Like & Retweet this thread so that more & more people can benefit from End

🙏🙏

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Jay Shankarpure

Jay Shankarpure Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @Arthavruksha12

11 Dec
Content Consumed & Work Done by me from 4 to 11 November

Inspired from - @ValueInvestor27

A Thread 🧵
1/

Watched Love China Or Hate China , You Can't Ignore China By @PPFAS . This is 101 Guide to Investing in China & Revealed Scary Insights about shell company's

2/

Watched Metaverse & Web 3.0 by @BeerBicepsGuy & @AnshulRustaggi . This is the best video I found to understand about Web 3.0 & 101 with Metaverse . This is a 2 part video , Loved both parts

Read 11 tweets
27 Nov
Small Write up Analysis on #PaushakLtd

A Thread 🧵
1/

Overview -

💣Paushak is into Phosgene Chemistry

💣India's Largest Player in Phosgination

💣Paushak uses Phosgene for Intermediates and Speciality Chemicals
2/

What is Phosgene ?

💣Phosgene was used to make Bombs in WW2

💣Hence Government Doesn't allow anyone to make it

💣Phosgene is also an intermediate which has end usage in automative, thermal, furniture, medical, agriculture, explosive stabiliser, solvent etc
Read 12 tweets
26 Nov
Taken Inspiration from @ValueInvestor27 I have started Journalling all Content Consumed by Me in this Week & All Overall work done by me

A Thread 🧵
1/

Read article on Paytm Listing flop show by @Moneylifers Sir -

2/

Watched World of Industrial automation by @PPFAS &
@oraunak Sir -

Read 11 tweets
20 Oct
In this🧵thread we will discuss

Websites & Tools used that you should use for Investing by #Arthavruksha

1/
2/
@screener_in

Screener - For Doing Fundamental Analysis of a company and tracking its BSE Announcement
3/
@Trendlyne

Trendlyne - For Using Portfolio Feature which tracks all investments in One Place
Read 11 tweets
5 Sep
“With each investment you make, you should have the courage and the conviction to place at least 10% of your net worth in that stock.” - Warren buffett.
Thread on Capital Allocation(1/6)
Lets take a example.If you put 2-3% of your portfolio to a stock you think is multibagger you won't have impact on your portfolio.(2/6)
Scenario 1 :If your networth is 1000 . If u put 10, that is 1% of your networth , in a stock you have researched and have conviction to be a multibagger even if that 10 goes 5X , your networth will be 1050 , nearly just 5% increase in your networth(3/6)
Read 8 tweets
2 Sep
"Charlie and I Encourage Bolt-on's and will we do many in future"- Warren Buffett. (1/5)
Let's understand what does bolt on acquisition means in this thread.

#warrenbuffett #boltonacquisiton #investing #acquistion
Let's understand what are Bolt-on Acquisition with a example, Lets take a scenario that you run a business that rents people
halls for different occasions like weddings, birthdays, Office ceremonies etc. (2/5)
Now you have all property with you and you are doing great business but you find that every occasion like birthday and wedding involves use of food and that is where your major costs goes into.(3/5)
Read 6 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(