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Shalin Shah Profile picture
@Fibonalysis
Jun 3 • 5 tweets • 2 min read Twitter logo Read on Twitter
Craftsman Automation FY23 Annual Report is a good read to understand how the company has progressed till now and what's in store for the next 5 years.

(1) The company has three business verticals:
(a) Automotive Powertrain
(b) Aluminium Products
(c) Industrial & Engineering
1/n
(2) Revenue mix across verticals-FY23
(a) Automotive Powertrain- 51%
(b) Aluminium Products- 25%
(c) Industrial & Engineering- 24%

(3) Revenue mix across geographies-FY23
(a) Domestic- 92%
(b) Export- 08%

(4) Revenue from top customers
(a) Top 10- 58%
(b) Other- 42%
2/n
(5) Automotive Powertrain Segment

Manufacturing Facilities: 11
Revenue: 1527 cr
Growth in Revenue: 32%

Revenue breakup:
CV: 55%
Off-highway: 20%
Tractor: 15%
SUV: 10%
3/n
(6) Aluminium Division

Manufacturing Facilities: 03
Revenue: 741 cr
Growth in Revenue: 34%

(7) Industrial & Engineering

Manufacturing Facilities: 03
Revenue: 713 cr
Growth in Revenue: 42%

Revenue Breakup:
Storage Solutions: 53%
High end sub assembly, precision comp: 47%
4/n
(8) Storage Solutions

Manufacturing Facilities: 02
Revenue: 376 cr
Growth in Revenue: 49%

To further understand the growth prospects of each vertical, one will need to go through the first 21 slides of the AR.

#CraftsmanAutomation
#Craftsman

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More from @Fibonalysis

Shalin Shah Profile picture
Jun 3
AMI Organics

Stock has come out of a 70 weeks consolidation post Q4FY23 numbers.

Company has emphasized three things:
(1) Chinese chemical industry revival has min to no bearing on them
(2) Company never benefitted from Chinese plants shutting down.
1/n

(3) Company is global leader in its key products with China & other geographies in the second & third spot.

Electrolyte Additives:
(1) Received approval from 06 customers worldwide
(2) Received plant scale trial commercial orders of few metric tons
(3) Expecting big order
2/n
(4) Two more products developed & in advanced stages of validation.

Company has successfully signed long term LOIs & contracts with their big customers.

Company will now be doing 3 advanced intermediates for Fermion which will increase their contract manyfold.
Read 5 tweets
Shalin Shah Profile picture
Jun 1
Apcotex Industries FY23 AR

Snapshot:
(1) The synthetic rubber market is mainly driven by the tyre segment, the largest end-use segment of synthetic rubber, followed by automotive.
(2) The trend of reducing greenhouse gas emissions in vehicles has also increased synthetic rubber
1/n
demand in the automotive industry.
(3) Nitrile latex for gloves is a new emulsion polymer that your company has developed through internal R&D.
(4) It was successfully scaled up in FY 2020-21 and is currently only manufactured by your company in India.
2/n
(5) During FY23, the company commissioned a 50,000 MTPA facility at Valia plant for manufacturing Nitrile Latex which is easily scalable to 80,000 MTPA.
(6) The company's major raw materials are petrochemical products, and its business could be vulnerable to high volatility
Read 7 tweets
Shalin Shah Profile picture
Nov 7, 2021
Sona Comstar
Sona BLW Precision Forgings Ltd

Let us understand the business first and also connect the dots why market is valuing it so richly almost at par with few OEMs.

Have done a detailed presentation on the same. Ready to discuss, exchange data and learnings.

#sonacoms
1/n
Table of contents & Disclaimer
Slides 01-03
2/n
Company Overview
Slides 04-07
Read 22 tweets
Shalin Shah Profile picture
Sep 11, 2021
Confidence Petroleum India Ltd

Let us see why we can have a look at this smallcap stock for our portfolio and have exposure to the CNG vertical which company is embarking upon.

Sharing a presentation prepared via thread as option for uploading pdf or ppt is not there in twitter ImageImage
1/n
Company Overview ImageImage
2/n
Snapshot of key ratios to get a basic idea of valuations. Not looking at PE ratio in isolation Image
Read 11 tweets
Shalin Shah Profile picture
Aug 21, 2021
1/n
We will understand why Logarithmic charts should be used for Technical Analysis over Arithmetic charts

Traders looking to capture short-term price movement may prefer Arithmetic(linear) scale charts.

#TechnoFunda
#StockMarket
#metals
#StockMarketindia
#stocks
2/n
The problem with linear scale is when zoomed out to view long-term price history it can make the chart look parabolic or scary to retail investors. Commonly, when a security's price range over the period being studied is greater than 20%, a log scale chart should be used.
3/n
Long-term charts consisting of X years should also be plotted on the log scale. This becomes even more important when charting growth stocks. Log scale help investors visualize a nice consistent uptrend while softening chart volatility which in turn helps take out emotion.
Read 9 tweets
Shalin Shah Profile picture
Jul 15, 2021
Colgate-Palmolive India Ltd
Annual Report FY21 Summary

Going by many investment gurus, Colgate falls under the 'Keep it Simple' category. No buzzwords nor anything enticing.

Stock has given 14.25% CAGR returns since it got listed in 1994..27 years!

A Thread
1/n
Ram Raghavan's(Managing Director) message to shareholders where he gives glimpse on innovations in Oralcare and new product launches.
2/n
Innovations & launches
(1) Colgate Vedshakti: Mouth protect spray & oil pulling
(2) Diabetics Toothpaste
(3) Visible White Instant Toothpaste
(4) Zig-Zag Anti Bacterial & Turmeric Toothbrush
(5) Super Flexi salt toothbrush
(6) Gentle range of toothbrushes
Read 11 tweets

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