To understand the strength of a chemical business, it is very important to understand the chemistry, to understand it one should study the value chains of those businesses.
In this 🧵 we have studied value chains of various businesses
Detailed Thread on Mach Conference 🌎🏢
#Machconference #IPO
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COMPANY OVERVIEW
• Mach Conferences & Events provides a comprehensive array of services tailor made for MICE (Meeting, Incentives, Conferences, Exhibitions). They specialize in conference management, Exhibition management & Global Event Planning.
• Along with this they also provide their clients with all logistical aspects of an event. They have successfully completed 90 projects in the past 3 years at:- London, Mussoorie, Bangalore, South Korea, Paris, Goa, Srinagar, Singapore.
Detailed Thread on Afcom holdings✈️📦
#Afcomholdings #Afcom #IPO
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COMPANY OVERVIEW
• Afcom holdings is engaged in the business of carriage of cargo on airport-to-airport basis. They have General Sales and Service Agents (GSSAs) in India & far East.
• They have established their presence in 6 markets in South East Asian countries with two way cargo trade with an average 5 hours flying.
• They work on short range(4-5 hours), short capacity(20-30) & high frequency business model.
Detailed Thread on Ganesh Green Bharat
#GaneshGreenBharat #IPO
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COMPANY OVERVIEW
• Ganesh green bharat is involved in providing services into multiple verticals catering to :-
(i) Solar System & Allied Services
(ii) Electrical contracting services
(iii) Water Supply Scheme Projects
(iv) Manufacturer of solar photovoltaic (“PV”) modules
• Their core competence lies in bidding for EPC( engineering, procurement & construction) projects & manufacturing of Solar PV Modules with focus on successful delivery of quality products.
Detailed IPO analysis of Gem Enviro
#GemEnviro #IPO
Part 1 (1/2)
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COMPANY OVERVIEW
• Gem Enviro, established in 2013 is into plastic waste management services. They provide various services like Plastic EPR services, collection of plastic waste, ESG & BRSR reporting and sell the recycled products in the market.
A market leader for driver information systems in India?🏍⚡
Detailed Thread on Pricol Ltd🧵
#Pricolltd #pricol
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Cmp - ₹394
COMPANY OVERVIEW
• Pricol Ltd manufactures Driver Information & Connected Vehicle Systems (DIS), Controls and actuations and Battery Management Systems. Their legacy products are Display Clusters and Telematics.
• It caters to 2 wheeler, Commercial, Off-road and Passenger Vehicles. It is the world’s 2nd Largest Driver Information System manufacturer for the 2 wheeler segment.
An dominant auto ancillary that into exports for luxury vehicles?
Detailed Thread on RACL Geartech🧵
#RACL #raclgeartech
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Cmp - ₹1228
COMPANY OVERVIEW
◦ RACL Geartech Ltd. manufactures transmission gears & Shafts, sub-assembly, precision machined parts and other components for the high end luxury segment.
◦ The company caters mainly to the automotive sector followed by agriculture and industrial sectors.
◦ The company was started as a joint venture between Bharat gears (a Raunaq group enterprise) and PICUP (a U.P Govt. entity) in 1989.