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🇮🇳 Parveen Bhansali

@ParveenBhansali

Jan 13

#LTTS🌏 on recent SWC acquisition:

Strong Demand 4 Electrification, Energy transition,5G rollout n cyber security across their clients in US n Europe,parts of Asia

There is demand 4 service net models 4 efficient campuses,cities,utilities mobility,public safety n cyber security

Rationale LTTS management saying has been taken to go ahead and acquire SWC business:

1.6 trillion dollars of engineering spent in FY21 was laid by manuf. 51% for manufacturing cos is expected by FY25 to 2.3 trillion dollars with 58% coming from HiTech & services

In the medium term which is 2 to 3 yrs this acquisition will be both Margin n EPS accretive but in the immediate term which is one year there could be little bit of dilution.

In the medium term #LTTS🌏 management reaffirming their guidance of being margin accretive.

Read 8 tweets

🇮🇳 Parveen Bhansali

@ParveenBhansali

Jan 11

#LTIM
LTI Mindtree merger creates a strong challenger in the Indian IT space with a $4.1 billion revenue run-rate as the combined entity has significant revenue synergies owing to the complementary nature of clients and service offerings.

LTI can benefit from Mindtree's strength in d experience layer of digital n addressing CMO budgets while d latter can benefit from d former’s strength in packaged applications

Overlap among key clients is minimal ensuring no turf wars.

The LTI Mindtree merger would definitely be a new cylinder in the engine room here.

This could lead to the country’s next large-scale IT Services player.

Read 10 tweets

🇮🇳 Parveen Bhansali

@ParveenBhansali

Dec 15, 2022

#SircaPaints revenues is forecast to grow 26% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Retail Distributors industry in Asia.

#SircaPaints is a market leader in premium wood coatings in north India n is significantly expanding its domestic footprint by setting up additional manufacturing facilities & infrastructure to strengthen its position in the East, West and South Indian markets.

#SircaPaints currently operates two manufacturing facilities, one for mass-market wood coatings products in Sonipat, Haryana and a wall paints and putty in the NCR region.

Read 4 tweets

🇮🇳 Parveen Bhansali

@ParveenBhansali

Dec 15, 2022

#JyotiResins
In the past 10 yrs d share price of this small-cap firm has climbed from Rs 3.50 to Rs 1,325.

During this time, stock has surged 39,000 %.

In the past 3 yrs it has gained nearly 2300%.

Stock is listed only on BSE.

#JyotiResins is an India-based Co that is engaged in the business of manufacturing synthetic wood adhesives under its brand name EURO7000.

EURO 7000 which was launched in 2006, and is now the second largest selling wood adhesive brand in India in the retail segment.
#JyotiResins

Read 4 tweets

🇮🇳 Parveen Bhansali

@ParveenBhansali

Dec 4, 2022

#LTTS🌍 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

#LTTS🌍 Europe deal wins r expected to double this fiscal. Their differentiated offerings will help them stay ahead of competitors in d space

#LTTS🌍 undertaking deep investments across its six big bets, helping develop state-of-the-art infrastructure across its global locations.

Read 7 tweets

🇮🇳 Parveen Bhansali

@ParveenBhansali

Nov 29, 2022

#LTTS🌏 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 #LTTS🌍 revenue growth.

#TataElxsi and #LTTS🌍 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 🌍LTTS’s verticals is still in the low to mid-teens, implying significant scope for an increase in outsourcing.

Read 6 tweets

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