Sandeep R Profile picture
Apr 17, 2023 12 tweets 3 min read Read on X
Phantom Digital Effects Limited (PhantomFX) -

A thread about this quality microcap.

#RETWEEET #investing #phantom #sme #microcaps
Promoter :
Mr. Bejoy Arputharaj won the prestigious title of ‘Business Icon Award - 2022’ in the category Company of the Year at the Outlook Business Spotlight’s Business Icons Awards 2022.
Bejoy Arputharaj, as the company’s founder, CEO, and VFX Supervisor, dons several hats. He is a veteran of the CGI industry and has worked on more than 200 domestic and international films throughout his 20-year career in the VFX industry.
Business outlook :
Phantom Digital Effects Limited (PhantomFX) is one of India’s leading Visual Effects (VFX) Studios, that creates stunning visual effects for a host of feature films, Web Series, and Commercials for domestic and international clients.
The firm has produced visual effects (VFX) for numerous Indian film productions, including Vijay’s Beast, Kamal Hassan’s Vikram, Rajamouli’s epic-action drama RRR, Suriya’s Jai Bhim, Brahmastra, and numerous significant future Bollywood films.
The studio has additionally contributed breathtaking visual effects to a wide range of Hollywood films and Web series, through its administrative office in Los Angeles, Canada, and Dubai.
PhantomFX is TPN certified with a ‘data secure ecosystem’ that meets the rigorous standards of MPAA. The PhantomFX team is planning to establish world-class Digital studios in Vancouver & Montreal in Canada, Los Angeles in the USA, the United Kingdom, and Dubai.
Awards and recognition :
IAC Summit 2019 – Fastest Growing Indian Company Award in the 13th International Achievers Summit held in Bangkok

VAM Awards 2021 – Best Commercial Visual Effects for Nippon Paint

VAM Awards 2022 – Best VFX Shot Award for the Movie, Dangerous
Times Business Award 2022 - Excellence in the VFX and Animation industry.
Current status as per their website. This will only grow. Image
Market cap : 275 cr

OPM: increasing and will grow.
Last year H1 was bigger than the entire previous year's profit. Image
Growth in digital media and animation is also set to grow at 25 % cagr.

They have a good promoter and the industry is niche.
Currently, I don't see any competitor as well for them in this space.

Let's hope for the best!

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More from @investor_sr33

Dec 18
Review of Unimech Aerospace IPO: Apply

About :

Specialized company focused on providing precision aerospace and manufacturing services. Headquartered in Bangalore, Karnataka. Image
IPO Details

Lead Managers: Anand Rathi Securities Limited and Equirus Capital Private Limited.
Registrar: KFin Technologies Limited.
Company Website: Unimech Aerospace
IPO Size: ₹500 Crores (₹250 Crores Fresh Issue + ₹250 Crores Offer for Sale).

Face Value: ₹5 per share.

Promoter Selling Shareholders:

Ramakrishna Kamojhala: ₹45 Crores.
Mani P: ₹45 Crores.
Rajanikanth Balaraman: ₹45 Crores.
Preetham S V: ₹30 Crores.
Rasmi Anil Kumar (Promoter Group): ₹85 Crores.
Read 10 tweets
Dec 11
Yash Highvoltage IPO Review:

A niche player in manufacturing transformer bushings, the company is set to raise ₹110.01 Cr with a price band of ₹138-₹146/share.

Here's everything you need to know before applying.#IPO #StockMarket #Investing #IPOReview #PowerInfrastructure #yashhighvoltageImage
Business Overview:

Established in 2002, Yash Highvoltage Limited specializes in manufacturing transformer bushings like Oil Impregnated Paper (OIP) and Resin Impregnated Paper (RIP). It operates in a niche sector supporting power infrastructure.
The company is based in Vadodara, Gujarat, with a capacity of 7,000 bushings annually.
IPO Details:

Total Issue: ₹110.01 CrFresh Issue: ₹93.51 Cr (for new factory & operations).
OFS: ₹16.50 Cr (promoter divestment).

Opens: Dec 12, 2024 | Closes: Dec 16, 2024.
Min Investment: ₹1,46,000 (1,000 shares).
Read 6 tweets
Nov 26
Amal : A small thread :

Strong Parentage: Backed by Atul Limited, a leader in the chemical industry, ensuring managerial, operational, and financial support.
Improved Financial Performance: FY24 saw revenue growth of ~40% (₹86.09 Cr) and a turnaround in profitability (PAT of ₹1.7 Cr after losses in FY23).
Strategic Location: Proximity to Atul's manufacturing facilities ensures cost efficiency, demand stability, and operational synergies.
Read 6 tweets
Sep 4
Key growth opportunities across multiple sectors.
👇
#Growth #Investment #SectorOpportunities #stockmarketsindia Image
Renewable Energy (Solar & Wind):

The global push for clean energy, including solar and wind power, presents a significant opportunity . Composition is heavily involved in providing cables, conductors, and transformer oils that are critical for renewable energy projects.
India’s renewable energy sector, particularly with ambitious targets for solar and wind capacity, is a core growth area. For example, the development of offshore wind farms in Gujarat and Tamil Nadu represents a multi-year opportunity .
Read 10 tweets
Sep 1
Highlights from AGM of Reliance Industries
#RelianceIndustries #stockmarketsindia Image
RIL is the first Indian company to cross a market capitalization of $250 billion, aiming to double its value by 2027.
Jio and Reliance Retail are expected to double their revenues and EBITDA within the next 3-4 years.
A significant value was unlocked through the demerger of Jio Financial Services, and another bonus issue is being considered.
Jio has 490 million subscribers, making India the largest data market globally. Jio's network now handles 8% of global mobile traffic.
Reliance Retail is one of the top 10 global retailers by market cap, with over 19,000 stores across 7,000+ cities in India.
Read 7 tweets
Aug 10
Company : PNGS Gargi
cmp : 828
market cap : 800 cr

Concall snippets :

Business Model Change: The company transitioned from a FOCO (Franchise Owned Company Operated) model to a FOFO (Franchise Owned Franchise Operated) model in Q1.

The company reported an 80% growth in both top-line and bottom-line compared to the previous year. Mr. Mora expressed confidence in continuing this performance

#pngsgargi
#Investing #StockMarket #BusinessStrategy #ExpansionPlans #RevenueGrowth #MarketTrendsImage
Expansion Plans: The company plans to expand its presence, focusing on Tier 1 and rapidly growing Tier 2 cities. They aim to add 20-25% more stores by the end of the year, prioritizing suitable locations in malls and standalone stores. Targeting ->Bangalore, Hyderabad, and Kolkata.
Funding and Capital Deployment: The company recently raised ₹40 crores through private placement, which will be used mainly for working capital, with a portion allocated to marketing and potential company-owned stores.
Read 8 tweets

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