🧵 Mapmyindia
A wealth machine-IPO subscribe with a 3 year horizon and it will be a wealth machine for your portfolio.
I wrote a long thread on #PayTm why investors should not subscribe for it had over 25k views hope many would have benefited now it’s a positive investment idea
A wealth machine-IPO subscribe with a 3 year horizon and it will be a wealth machine for your portfolio.
I wrote a long thread on #PayTm why investors should not subscribe for it had over 25k views hope many would have benefited now it’s a positive investment idea
#MapMyIndia
IPO Subscribe with a 3 year horizon, this stock will create wealth
for investors it’s much different from any of the new age startup’s although it’s a OFS its a proven model for over 25 years.
~ Asset light
~ Debt free
~ 2000 enterprise customers since inception
IPO Subscribe with a 3 year horizon, this stock will create wealth
for investors it’s much different from any of the new age startup’s although it’s a OFS its a proven model for over 25 years.
~ Asset light
~ Debt free
~ 2000 enterprise customers since inception
#MapMyIndia is both B2B, B2C catering to
~ Consumer tech
~ Automotive OEM
~ Mobility & logistics
Addressable Market Size ₹45000 crores & market leader.
Leader in automotive space with complete solutions including software, navigation, safety & tracking
Geospatial, IOT etc
~ Consumer tech
~ Automotive OEM
~ Mobility & logistics
Addressable Market Size ₹45000 crores & market leader.
Leader in automotive space with complete solutions including software, navigation, safety & tracking
Geospatial, IOT etc
Essentially the company gives digital maps that cover over 98.5% of roads in India 6.3 million kms 8000 cities, 7 lakh villages with 3D, 4D plus high dimensional software’s
The company is different from google maps because of the API’s can be tailored to client needs end to end.
The company is different from google maps because of the API’s can be tailored to client needs end to end.
The company software is used by governments including #cowin app has partnered with #ISRO for end to end Indigenous mapping with adoptions electric vehicles the companies tailored solutions will help both enterprise clients & B2C , big opportunity to cross sell its innovations.
Now on revenue
~ The company is highly profitable
~ Sitting on ₹380 crores cash as of September 21
~ Adding 80 plus crores in cash to BS
Revenue segments
Enterprise tech ~ 47.5%
Automotive ~ 52.5%
~PAT of 38% in H1 FY22 vs 31% in FY 21
~35-46% EBITDA, 80% contribution margin
~ The company is highly profitable
~ Sitting on ₹380 crores cash as of September 21
~ Adding 80 plus crores in cash to BS
Revenue segments
Enterprise tech ~ 47.5%
Automotive ~ 52.5%
~PAT of 38% in H1 FY22 vs 31% in FY 21
~35-46% EBITDA, 80% contribution margin
Order book growth has grown 3.3 times in two years with ₹380 crores in cash the company is well capitalised
~High profitability
~Fast growth
~Technological leadership
~Humble & trusted leadership
Makes the company interesting wealth idea from the space.
Subscribe fully.
~High profitability
~Fast growth
~Technological leadership
~Humble & trusted leadership
Makes the company interesting wealth idea from the space.
Subscribe fully.
Standard disclaimers the above tweets and all my tweets are for educational purpose only it’s not an invitation to invest pls consult your financial advisors before investing, Data given is available in public sources and might not be right refer offer documents before investing.
Below are my notes to clarify any further questions based on the feedback from followers thanks to them.
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