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kumar saurabh

@suru27

Sep 2

Chemical Sector

For Chemicals Sector, based on Q1FY25 result:
❓Best performing chemical companies?
❓Attractively valued chemical companies?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for research

1/6

💡 Companies delivering > 15% Sales growth

2/6

💡 Companies delivering > 15% PAT growth

3/6

Read 6 tweets

kumar saurabh

@suru27

Jun 20

#tatamotars had its investor day.

💰Sharing key industry insights from its investor presentation which every investor tracking automotive sector must go through

➡️CV volumes expected to grow at 4-5% CAGR

➡️What drives CV industry: DFC and fuel prices should be tracked from risk perspective for CV industry

➡️Leading Megatrends: ADAS, Connected, Electrification, Software, Technologies - NG,BEV, FCEV, H2 ICE

Read 15 tweets

kumar saurabh

@suru27

Jan 17

#HDFC A thread on history

Current price performance:
Last 5 year numbers say it all - a mere 5.5% annualized returns failing to beat FD.

Ask guys 5 years back, how was HDFC treated in market then

Given stock has not given good returns, it is important to understand if stock performed badly earnings wise in last 5 years. Nothing changed in last 5, 3, 1 year.

Is the future going to be different and is stock going to underperform big time on growth?
HDFC Bank (keeping merger aside) has added employes and branches at 22-24% growth rate in FY23 vs FY22.

Read 14 tweets

kumar saurabh

@suru27

Nov 13, 2023

Conference calls r best way to understand business. 💡10 Key #ConcallInsights #Intellectdesign #Q2FY24

💡What excites: A software business with high growth prospects of 15-20% topline growth and higher PAT growth

💡 Some unique aspects of software business. The development to sales cycle of software business explained (we discussed this at length during our IT supersession).

💡 8 out of 12 products are in the leadership quadrant of global technology analysts like Gartner, Celent etc. Says about the strength of software business (software is a differentiated business compared to services, discussed at length in our supersession)

Read 10 tweets

kumar saurabh

@suru27

Jul 26, 2023

#Surshan Chemicals: One of contrarian bets taken in early 2023 during pessimism

🔟 Key Insights from #AR2023 Annual Report

Watch this video not only to learn about Sudarshan but to build mindset of contrarian investing. Lets deep dive annual report

1⃣ Company is in specialty and commodity pigment including organic, inorganic and effect pigments with a vision to be among top 3 player globally

2⃣ Last year was full of challenges both on demand and supply side but what does not kill makes stronger

Read 15 tweets

kumar saurabh

@suru27

Jul 14, 2023

🔟 Key Insights from #AR2023 Annual Report #Menon Bearings

In case you never heard about this company, here is our Youtube video explaining the business

1⃣ FY23 sales and PAT grew at 10% and 30% respectively

2⃣ Company has entered into a new automotive products - Brakes

Read 13 tweets

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