3. Investing 14.5 Cr for Pilot plant for newer downstream Products
4. Details of new products
5. Price trend of ethylenediamines
6. Debt free company with cash of 40 cr and investments in stocks of 12 cr
7. Cost of new capex
8. Potential of new plant
9. New Land acquisition at Dahej
10. Excellent Cash flow generation
11. ROCE & Reduction in Inventory Days
12. JV with KLJ Organics
Soon I will be starting Micro cap focused Model Portfolio (<1000 cr Market cap Opportunities ) which are unidentified and less discussed on social media
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.
How do you play the theme of a cyclical industry like steel without investing directly in a steel company?🤔
Detailed Thread on RHI Magnesita India Ltd🧵
#RHIMagnesitaIndiaLtd #RHI
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Cmp - ₹610
COMPANY OVERVIEW
◦ The company was earlier known as Orient Refractories Ltd post its demerger from Orient Abrasives Ltd in 2010. The company manufactures refractories which find critical applications in various industries and are supplied in both the Indian & Foreign markets.
REFRACTORIES BUSINESS
◦ The company manufactures refractories which find critical applications in industries such as steel, glass, cement and others. The product offerings of the company are as shown:
Do you know about an undervalued monopoly stock in the chemical industry?🧪
Here is a Detailed Thread of Paushak Ltd🧵
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Cmp - ₹ 5294
COMPANY OVERVIEW
• The company was incorporated in 1972. They are a part of the Alembic group which is one of the oldest pharmaceutical companies in India. They operate from their plant at Halol in Gujarat.
BUSINESS OVERVIEW
• The company is into the manufacturing and sale of phosgene & phosgene based derivatives. The major product groups for the company are as shown:
IPO Analysis of AVP Infracon Limited
#ipoalerts #ipodetails
COMPANY OVERVIEW
• AVP Infracon is engaged in the business of constructing all types of infrastructure development works such as Expressways, National Highways, Flyovers, Bridges, Irrigation Projects, Urban Development, warehouses and other Commercial and Residential Projects.
• Company operates majorly in Tamil Nadu state but intends to expand in future in Southern states like Karnataka, Telangana & Kerala.
• AVP Infracon also has 2 RMC (Ready-mix Concrete) plants under its subsidiary which caters to commercial users and themselves for own purpose