On 13th April, @NiftyGranmaster entered #DYNACONS. What do we know about the naughty little animal that Sumitji unleashed on 14th April? It went berserk running up, 20% in a day! Dynacons Systems & Solutions Ltd. #DSSL Follow this thread...🧵
2/ #DSSL is growing fast and is getting ready to fight the big guns as well as the fragmented local service providers, in the IT Infrastructure Industry. Founded in 1995, it has stuck it out and grown slowly but steadily and has reached a stage where it can win larger contracts
3/ #Dynacons has built strong engineering skills and has the manpower to deliver services to large corporates, banks and industries, nationwide. It also has presence in Singapore for handling Asia Pacific operations #Multibaggers
4/ IT Infrastructure services could include engineering design of the entire infrastructure spanning different geographical locations, data centers, disaster recovery sites, regional offices, branch offices etc. #Dynacons a #SumitBansal Long Term Portfolio Pick
5/ The smooth operation of enterprises & BFSIs depend heavily on the right architecture, installation & infrastructure service support. Someone has to design the entire system which is flexible, reliable & secure and provide a BOM to order all components of hardware and software
6/ Companies have to procure all these components and engage a service provider to install and support. DSSL can carry out the entire EPC work as well as provide service & support. Hence it’s in a strong position now, to take on large companies like WIPRO, HCL, TechMahindra etc
7/ Service & support contracts are cash cows. Once you enter a company, you are assured of being engaged as a long term service provider with periodical renewal of contracts, since no company would want system disruptions and breaches to happen. #DSSL
8/ With all data moving to the cloud and thousands of employees spread out geographically, IT security is a hot subject for all industries and #DSSL has a focused team handling this business.
9/ Dynacons’s Cloud solution will deliver service models such as IaaS (Infrastructure as a Service), PaaS (Platform as a Service) and Saas (Software as a Service) & has strong tie ups with Lenovo, Dell, HP, Cisco, IBM, Apple, Microsoft, Juniper, VMWare, Oracle, Red Hat and so on
10/ The fact that DSSL is bagging contracts from several Banks, LIC, & Railways etc. is a pointer of future growth and the capability of the Company to deliver and implement large scale IT projects. It has received orders from BoB, PNB, SBI, Union Bank & a number of industries
11/ 56% of the 1.013 Crore issued shares is held by the promoters. The low float helps to move the share price up, since the company is reporting profit growth every quarter. (#SumitBansal ji entered #Dynacons Systems & Solutions Ltd on 13.04.22)
12/ DCCL’s PE ratio is getting re-rated, since the company is showing signs of taking off and grabbing much larger orders, latest being order value of 101Crore from Bank of Baroda. #SumitBansal is spotting #MultibaggerStocks for Long Term investing
13/DCCL's operating Income has grown from 210Cr in FY2018 to Rs.435Cr in FY2021. The 9 months revenue in FY22 has already reached Rs.445Cr. No wonder the stock price is heating up, in anticipation of reporting strong FY 22 annual revenue
Sadhana Nitro Chem - A Deep Dive. Let’s look deeper into the key products and the chemical process of @NiftyGranmaster's first FBB pick! Spotting upcoming industry winners is no mean task. And #SumitBansal ji is turning out to be a grand master at this! Time and again! 1/
Sadhana Nitro Chem is not a new kid on the block. It was established in 1973 and has been in the forefront of Nitrobenzene (NB) production in India. The company also has a wholly owned subsidiary in Belgium, catering to the European market. 2/
During 50 years of its operation, it has fined tuned its technology and stayed strong. The decades of struggle, manufacturing the highly toxic NB and its derivatives has helped to make it a very hard nut to crack. 3/