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Sandeep R

@investor_sr33

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.

Market cap : 275 cr

OPM: increasing and will grow.
Last year H1 was bigger than the entire previous year's profit.

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

Sandeep R

@investor_sr33

Sep 4

Key growth opportunities across multiple sectors.
👇
#Growth #Investment #SectorOpportunities #stockmarketsindia

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

Sandeep R

@investor_sr33

Sep 1

Highlights from AGM of Reliance Industries
#RelianceIndustries #stockmarketsindia

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

Sandeep R

@investor_sr33

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 #MarketTrends

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

Sandeep R

@investor_sr33

Oct 19, 2023

SG Finserve :
A unique and promising business model that addresses a critical issue faced by the MSME sector in India - access to timely credit for smooth operations.

Here's a summary of the key points:
#sgfinserve #sgmart #aplapollo

Market Need: India's MSME sector, consisting of millions of businesses, often struggles to obtain timely credit from traditional banking channels. This leads many MSMEs to resort to unorganized moneylenders, which can be a less favorable option.

SG Finserve steps in to address this issue by offering timely working capital loans to MSMEs, thereby enabling them to sustain and grow their businesses.

Read 17 tweets

Sandeep R

@investor_sr33

Sep 13, 2023

Empowering Infrastructure: Bondada Engineering Ltd. (BEL)
#bondada #bel #StocksInFocus #sme

Established in 2012, BEL stands as a versatile force in the infrastructure sector, placing utmost emphasis on impeccable project execution. They're dedicated to upholding top-tier standards in quality, safety, and environmental conservation.

Led by a team of seasoned experts, BEL is committed to being a holistic service provider in the infrastructure realm. Headquartered in Hyderabad, their impact is felt nationwide. From core services to comprehensive operations and maintenance, BEL covers it all.

Read 9 tweets

Sandeep R

@investor_sr33

Sep 12, 2023

Thread: Powering the Future with Oriana Power Ltd.
#orianapower #sme #StocksInFocus

Oriana Power, a leader in renewable energy, has illuminated India and Africa with over 100 MW of solar projects since its inception in 2013. They offer two key models: CAPEX and RESCO, tailoring solutions to every energy need.

Under the CAPEX model, Oriana Power takes charge of engineering, procurement, construction, and operation of solar projects. Their RESCO model operates on a BOOT basis, ensuring seamless solar energy solutions.

Read 16 tweets

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