Sandeep R Profile picture
Apr 20, 2023 14 tweets 3 min read Read on X
A thread on Indrayani Biotech ltd (IBL)

Marketcap: 270 cr
CMP : 78

#investing #microcaps #retweet Image
IBL was incorporated on 09th March 1992. In 2018 taken over by Mr. Kasiraman Sayee Sundar new promoter of the Company.

The promoter is aggressive as seen in the latest order book and venturing into new acquisitions.
Business :
The model is to identify and aggregate prospective MSMEs having the potential for high growth.
They aggregate such companies and take them in as a subsidiary of the parent entity, based on mutual agreement.
Single-specialty hospitals, Pharma, homecare services, Agriculture services, Food services, Biotech products, Dairy products, small multi-fuel industrial Boilers, and Green energy plants are some of the high-growth areas where they are looking to aggregate MSMEs.
The subsidiaries in turn enjoy the advantages of access to highly skilled centralized business enablers like legal, secretarial, human resources, and accounting functions.
IBL is venturing into three verticals.
1. Food and Hospitality, 2. Healthcare, 3. Engineering.
The strategy will be mainly an Aggregation of Businesses through mergers, acquisitions, and partnerships.
As the first step, IBL initiated a Scheme of Arrangement (SoA) between IBL with Helios Solution Limited (HSL) and A – Diet Express Hospitality Service Limited (ADEHSL).

HSL is into Power Electronics Products and ADEHSL is into Industrial Catering.adietexpress.com
IBL has partnered with Matrix Boilers Private Limited. They manufacture hybrid boilers and have patented technology in Boiler production. They have installed more than 750 boilers all over India.
IBL to Acquire 51% of Indian Pharmaceutical Company KNISS Laboratories.
Received Contract for Food Supply to Gautam Buddha University in India recently .
Company is operating at ath sales and OPM is healthy . Image
Recent developments only give me more confidence about this company and promoters. Image
Technically there is a reversal and a breakout. Image
MSMEs will be a critical sector for pushing India's growth in the next 5 years and companies like IBL will play a key role in giving them the platform to perform.
Let's hope the orders continue and IBL turns out to be 10 X in the coming years.

#retweet for max outreach .
Ibls wholly owned subsidiary, IBL Healthcare plans to acquire controlling stakes in M/S Peekay Mediequip Limited ("PML"). PML is a company that was under Corporate Insolvency Resolution Process (CIRP). The acquisition process will be completed over a maximum period of 4.5 years.

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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.
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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.
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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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