#SJSEnterprises
Concall Highlights
>Exotech their recent acq grew 50 pct yoy with improvement in the margins
>Chrome plating order pipeline visibility is so strong for Exotech, Co will easily exhaust the existing capacity in year & half
(1/N)
Concall Highlights
>Exotech their recent acq grew 50 pct yoy with improvement in the margins
>Chrome plating order pipeline visibility is so strong for Exotech, Co will easily exhaust the existing capacity in year & half
(1/N)
>At current capacity of Exotech, can do a topline of 130 crore.
>Given the visibility in earnings, plan to expand the capacity to get a topline of 300 crore from chrome plated biz
>will do a capex of close to 100 crore over the next 18-24 months
(2/N)
>Given the visibility in earnings, plan to expand the capacity to get a topline of 300 crore from chrome plated biz
>will do a capex of close to 100 crore over the next 18-24 months
(2/N)
>Under full capacity, the capex will yield ROCE of 20 pct
>Key thing to note, mgt is projecting revenue growth of 25 pct & bottom line growth of 30 pct for next 2 yrs, that too organically
(3/N)
>Key thing to note, mgt is projecting revenue growth of 25 pct & bottom line growth of 30 pct for next 2 yrs, that too organically
(3/N)
>Sanjay Thapar would be looking into M&A activity to further grow the biz. >would be looking at expanding to new geography as well as new product lines
>Co can perform even better on topline & bottom line with their M&A opportunities
(4/N)
>Co can perform even better on topline & bottom line with their M&A opportunities
(4/N)
Also can check the thread below to understand in detail about the co & the Aesthetic Industry & what's in the offing ahead for SJS Enterprises.
Do Like & Retweet the thread if you liked the info. 🧵🧵
Do Like & Retweet the thread if you liked the info. 🧵🧵
https://twitter.com/tushar9590/status/1492540959057330184?t=YQIet1l0zFgPvv8L-FWPIg&s=19
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