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Feb 7 6 tweets 3 min read
Kaveri Seeds is one of the leading hybrid seed manufacturers focusing on key Indian crops.
Kaveri Seeds might just be following the three-act pattern (most filmy stories have it).
In the 5-year period between FY10-15, the company’s revenue grew by 47% CAGR, EBITDA by 54% CAGR and PAT by 60% CAGR. Phew! Those are staggering numbers.

And then came FY16. Revenues fell by 36%, EBITDA by 38% and PAT by 43%.
Till date the company has not managed to achieve the highs of FY15, and growth has been average. Between FY16-21, the company delivered a 7% revenue CAGR, 10% EBITDA CAGR and 13% PAT CAGR.
As a result, the stock price fell from ~INR 1,050 in Mar 2015 to INR 300 in Jan 2016. In Dec 2011, it was ~INR 90. This share price roller coaster highlights the challenges of investing in a cyclical business like agri-inputs.
Is it coming back? Read stock analysis by our expert contributor:…

#investing #StockToWatch #agriculture #kaveriseeds

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More from @SocInvestApp

Feb 4
Chemicals are all around u. And contrary to popular belief, they’re not all bad for you! While artificial chemicals have earned bad reputation, it can't be denied tht they hv helped save billions of lives, increased human productivity, & completely changed the way we live.
#DeepakNitrite is a 51 years old intermediate chemicals company, with a diversified business of Basic Chemicals, Fine and Specialty Chemicals, and Performance Products.
It is one of the top 3 global players in xylidines, cumidines and oximes, and a leader in India for inorganic intermediates and phenols.

Deepak Nitrite’s product portfolio is very diverse, with historic market leadership in quite a few of them.
Read 5 tweets
Feb 3
A small business owner in the hinterlands of India must own a bike from #heromotocorp, since they provide excellent fuel efficiency, high reliability & durability under Indian road conditions, along with the benefit of a vast dealership & service network.
@HeroMotoCorp bikes are income enablers for a large section of population hence there is lot of trust & faith in the brand.

It is the world’s largest manufacturer of motorcycles and scooters, a position it has held for the past 20 years.
Hero MotoCorps’s numero-uno position in domestic two-wheeler segment is poised to be challenged by incumbent new entrants in the electric mobility space.
Read 6 tweets
Feb 2
Have you watched Rustom (starring Akshay Kumar, Ileana D’Cruz)? What was the core reason for the plot? Indian Navy wanted to buy an aircraft carrier to augment its fighting capacity – but on inspection, it was found by Rustom that the carrier’s hull was corroded.
(1/n) Image
Indian Navy has been looking for aircraft carrier for lot of reasons.

Who is designing and building the first indigenous aircraft carrier, INS Vikrant, for India – Cochin Shipyard. INS Vikrant is scheduled to be commissioned into service by August 2022.
Cochin Shipyard is one of the leaders in the Indian Shipbuilding Industry. Company had a ship building order book of around INR 11,700 cr (~4x of FY21 revenue) as of March 31, 2021.
Read 5 tweets
Jan 24
The engineering sector in India is the country's largest industrial sector. It accounts for 27% of all factories in the industrial sector and 63% of all international partnerships because the engineering business (electrical and non-electrical)
...creates a variety of items (durable machinery, equipment, and so on) that are utilized by a diverse range of end-users in industries such as agricultural, chemical, automobile, petrochemical, fertilizer, textile, mining, power, and defense.
Greaves Cotton is a multi-faceted engineering firm. It is a prominent manufacturer of Cleantech Powertrain Solutions (CNG, Petrol, and Diesel Engines), Farm equipment, Generator sets, E-Mobility, and Aftermarket Spares and Services.
Read 6 tweets
Jan 21
Data is the new oil. And we are truly guzzling it. We have come a long way since Kbs of data with dial up networks to Gbs of data on broadband connections. Data Analytics has become key and is used by Netflix, Facebook & Instagram to keep us hooked on their platforms.
Data Analytics business opportunities are like the IT opportunities of the late 1990s, and India has a massive engineering talent base with excellent mathematics skills, available at a very low cost. This provides India with the perfect ability to capture the opportunity.
That’s where #latentview comes in. Latent View Analytics is a pure-play data analytics company. Its expertise includes customer profiling, targeted marketing, supply chain management, finance and risk management, and HR functions.
Read 5 tweets
Dec 10, 2021
(1/n) We had written about Vaibav Global last week. Stock jumped 10% yesterday. Is it good stock to buy? Let's dig deeper for insights in this thread.

Company is an online retailer of low cost fashion jewelry selling primarily through TV and the internet in the US & UK.
(2/n) Vaibhav Global has excellent direct sourcing network (30+ countries; esp from India, China, Thailand & Indonesia) that allows it to competitively price products. Company owns manufacturing facilities that helps in manufacturing high quality products at best possible prices.
(3/n) Teleshopping is an oligopolistic market with QVC controlling 93% of market. Company did about 5 lac+(0.5 million) unique customers in FY21 (compare this with QVC that has ~22 million active customers) shows that there is huge potential to increase consumer base.
Read 9 tweets

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