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 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.