#LTTS๐ŸŒ saying:

Witnessing robust customer demand for digital manufacturing services with multiple programs being initiated around Industry 4.0 n digital twins, enabling them to deliver quick ROI to their industrial products n plant engineering customers.
Deal pipeline continues to remain robust n r in middle of several advanced stage discussions wth global customers across key geographies

#LTTS๐ŸŒ Europe deal wins r expected to double this fiscal. Their differentiated offerings will help them stay ahead of competitors in d space
#LTTS๐ŸŒ undertaking deep investments across its six big bets, helping develop state-of-the-art infrastructure across its global locations.
#LTTS๐ŸŒ recently inaugurated new centres in
๐ŸฅPoland (Krakow)
๐ŸฅFrance (Toulouse)
๐ŸฅCanada (Toronto) &
hv expanded footprint in the
๐ŸฅUS (Peoria) with the launch of two new centres to cater to customers in the digital manufacturing and electrification and prototyping domains
With three successive quarters of deal wins in the USD 50-100 million TCV, #LTTS๐ŸŒ have continued to redefine the ER&D success story among all India-based global ER&D companies active in the domain.
Despite global macroeconomic uncertainties #LTTS๐ŸŒ witnessing customer investments continuing across their 6 big bet areas

Due to its innovation led engg n tech offerings, #LTTS๐ŸŒ confident in meeting aspirations of all stakeholders n delivering profitable n sustainable growth.
Big players have sensed #LTTS๐ŸŒgrowth momentum well by making it the biggest gainer in current fresh #IT sector rally.

โ€ข โ€ข โ€ข

Missing some Tweet in this thread? You can try to force a refresh
ใ€€

Keep Current with ๐Ÿ‡ฎ๐Ÿ‡ณ Parveen Bhansali

๐Ÿ‡ฎ๐Ÿ‡ณ Parveen Bhansali Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @ParveenBhansali

Nov 29
#LTTS๐ŸŒ revenues has grown at a CAGR of 10.9% in the last five years whereas #TataElxsi revenues has grown at a CAGR of 8.1% during the same period. Increased demand for digitisation has been driving #LTTS๐ŸŒ revenue growth.
#TataElxsi and #LTTS๐ŸŒ are among the niche leading engineering, research and development (ER&D) services providers in the world.

Both are fighting to grab maximum market share.
Outsourced ER&D penetration in most of ๐ŸŒLTTSโ€™s verticals is still in the low to mid-teens, implying significant scope for an increase in outsourcing.
Read 6 tweets
Nov 12
We hv conducted a survey in our groups asking members to suggest 1 stock which they r willing to hold for next 10-15 yrs

Based on d maximum votes received v hv compiled a list of top 25 stocks wch not only can stand rock solid but can handle market volatility in any โ˜”situation
Top 5 stocks in order of highest no of votes ๐Ÿ‘‡๐Ÿ‘‡
Idea for conducting this survey is to help people identify stocks which can create tremendous big returns over a longer time frame
Read 6 tweets
Oct 30
#TataElxsi entering 2nd half of FY23 with strong order book,healthy deal pipeline across key markets n industry, n customer confidence in d work they do

Importantly,Co is investing in both capacity n capability 2 strengthen their ability 2 win,manage n grow customers n business
#TataElxsi seeing good traction in
automotive business led by EV and ADAS capabilities.

Media and Communication business did witness some deferment of platform deals and some large service deals. But Co is well positioned to win these in the coming quarters.
#TataElxsi hv a net addition of 1532 employees which is d highest no. being ever added in a quarter

And to support that, Co hv also expanded their facilities in existing locations n added new
locations to diversify their talent base.

Cont'd.....
Read 7 tweets
Sep 28
Fundamental Analysis of
#RajratanGlobalWire๐Ÿ‘‡๐Ÿ‘‡

#Rajratan is the sole supplier of bead wire to some of the leading companies in the tyre industry and expects to further improve its market share in the Indian market. Image
#RajratanGlobalWire, one of the largest manufacturers of bead wire in India, is a tyre auxiliary that makes bead wire that is a vital component for the production of tyres.
Based in Pithampur near Indore in MP, #Rajratan manuf. facility in India has a production capacity of 72,000 TPA. It also owns another unit in Thailand, with a production capacity of 40,000 TPA. The company is set to expand its bead wire capacity in Thailand to 60,000 TPA.
Read 7 tweets
Sep 1
#SJS_Enterprises

Fundamentally strong stock

Equity: 30Cr๐Ÿ’š
FV: 10๐Ÿ’š
Debts: 13Cr
CashnEquiv % toTotalAssets:
22%๐Ÿ’š
Current Ratio: 3๐Ÿ’š
PAT Margins: 15%๐Ÿ’š
ROCE: 21%๐Ÿ’š
Np2Eq: 2
Expected EPS Fy23: 27๐Ÿ’š
1 Yr Forward PE: 18๐Ÿ’š
CMP: 492

#Highly_Undervalued
#SJS_Enterprises announced its plans to grow at a CAGR of around 25% organically for FY23-25 period and said its inorganic growth would boost the growth further.

SJS said its current order book that will be executed in FY23 is around 80-85 per cent of FY23 forecasted revenue.
The strong moat, margin profile and expected operating leverage will drive PAT growth of around 30 per cent YoY going ahead for #SJSENTERPRISES
Read 12 tweets
Aug 31
#Best_AgroLife

Equity: 24Cr๐Ÿ’š
FV: 10๐Ÿ’š
Debts: 265Cr
CashnEquiv % toTotalAssets:
4%
Current Ratio: 1.4

Expected:
PAT Margins: 9%
ROCE: 61%๐Ÿ’š
Np2Eq: 10๐Ÿ’š
Expected EPS Fy23: 68๐Ÿ’š
1 Yr Forward PE: 16๐Ÿ’š
CMP: 1105

#Highly_Undervalued
Incorporated in 1992, #BestAgrolife has been servicing agrochemical industry of India n international mkts, wth niche product offerings

Research-driven Co offer high-quality, innovative, effective crop-protection n food safety solutions to farmer n serve d globe thru agriculture
Investor #ashishkacholia picks stake in #BestAgroLife n Stock hits 20 percent upper circuit yesterday.

#BulkDeals

#BestAgrolife
Read 7 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(