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Ron || Mad About Stocks Profile picture
@MadAboutStocks_
Jun 18 • 12 tweets • 6 min read Twitter logo Read on Twitter
Someone asked me :

Why am I still bullish on ITC ?

You have made money , shouldn’t you just cash out ?

Also it’s too BIG now , can you get the same returns that you got in last 3 yrs ?

Good Questions 😎Let’s Deepdive.🧵

#ITC in 2023 #PF2

No Recommendation . Biased .
*Dividend Aristocrat*

The DIVIDEND Investor in me loves the Dividend it pays . At 80-85% Payout Ratio, we know the Future Dividend will continue to get Bigger .

I have goals set for PASSIVE INCOME > ACTIVE INCOME . 🎯

ITC sits very well for that Target
*Value Unlock*

This MEGA Group is holding onto many CHAMPION brands and it’s a matter of TIME - When VALUE UNLOCK will Begin .

My bets : ITC HOTELS & then ITC INFOTECH .🎯

Valuations will get Re-Rated post that ⚡️
It’s a 5.6L Cr. Co. On in other words it’s still a $68 BN. Co.

ROCE is at 39% 🎯

Generates Crazy CASH FLOW

Is Developing 25+ Mother Brands silently- similar to what it has done with AASHIRWAD .

How many Co. On EARTH can claim the above ? ⚡️
*Innovation*

And I kid you not , 5 years from now we will have INNOVATIVE PRODUCTS from this group which we cannot even IMAGINE today .

#ITC is a R&D Lab🎯
*AI for FMCG is VENDING MACHINES*

One of the least talked about points . HUL did it with its Millions of Kirana Shops .

ITC along with its ever expanding Physical reach + VENDING MACHINES . REACH🎯
D2C is a global theme & surging in INDIA 🇮🇳 too.

ITC has been gobbling brands in this space too : YOGA BAR, MOTHER SPARSH, MYLO & many more …

D2C🎯
Taking ESG concerns head on.

Honestly tell me how many companies are doing these ?
*MINDSET of the Management*

2020 Annual Report was music to my ears . They were actually PLANTING BAMBOO Trees so that we DONT have to IMPORT them from 🇨🇳 for our INCENSE STICKS .

Long Term Thinkers 🎯

@dmuthuk
There are 4 Co. Today which has a 10,000 Cr. NET PROFIT/ QUARTER . ( No Typos here😅)

I bet you - #ITC will be joining that elite league ( say 5 years from now)

Already at 5,000 Cr.+ 🎯
*Indian FARMERS gets TECH*

ITC MAARS is leading another silent revolution. Speak to any of the impacted farmers , they will have. Zillion good things to talk .

TECH in FARMING 🎯
Signing off now ! See you at $100 BN. 😊 #ITC

Consciously chose not to speak about its CASH MACHINE - Tobacco 🙏

Hope these 10 Pointers 🧵help you in taking a better decision on ITC .

Strictly no recommendation 🙏

@dmuthuk @datta_arvind @devinamehra

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More from @MadAboutStocks_

Ron || Mad About Stocks Profile picture
May 29
FY23 for #KrsnaaDiagnostics 🎯

Yes YoY will not look exciting , but we all know the reason.

Some observations on this #Diagnostics SMALL Co. which is growing at 35% CAGR 😅( Not just REVENUE but also EBITDA 😀)

No Recommendation. 🙏 Image
You get a sense of the SCALE UP , with just one glance of this data .

31 Mn. in 5 Years Vs. 10Mn. In just FY23 .

Looks like India’s RURAL is getting more DIAGNOSIS done ( Funded by Govt. ) .

#Growth #KrsnaaDiagnostics #FY23 Image
March 2023 will be special for #KrsnaaDiagnostics .

It was a 1200 Cr. Co. then and had bagged a 450 Cr. Deal . That much awaited RAJASTHAN deal ⚡️⚡️

The RAJAasthan deal did turn the Stock Price trajectory too 🍀

Today it’s almost a 1600 Cr. Co. ImageImageImage
Read 7 tweets
Ron || Mad About Stocks Profile picture
May 28
I am revealing the MESSI of my Portfolio. #FMF10 is #CCLProducts . It has 4% of my Portfolio allocation, so I am BIASed.

If you are here for the NAME, you can skip the 🧵. But if you want to know the THESIS, stay on. It will be a LONG Thread, as it's my 2 Years of Research!
1/ ImageImageImage
What's fuelling the insane 4X Stock Price growth in under 3 Years? ( From COVID Lows)

That's almost a 69% CAGR🤔 Let's Explore.



2/
In JUNE 2021 I wrote this first & small thread on #CCLProducts. It was at 300 Levels.



Have touched upon why I sensed it was a STRONG re-rating Candidate.

I started NIBBLING in "APRIL 2021" ( I ALWAYS FAIL to catch the BOTTOM and that's OK😅)
3/ Image
Read 21 tweets
Ron || Mad About Stocks Profile picture
May 26
It’s been a while since I have done a PORTFOLIO DISCLOSURE Tweet 🧵.

Planning to do this weekend one from the FMF Gang. Let me know which one .

FMF 1 to FMF 30 😅 ( Pick 1).

Some of the past ones that I shared earlier ( for new Followers) 👇🏻👇🏻
#FMF3 is #Wonderla

Disclosed in FEB 2023

No Recommendation

👇🏻👇🏻👇🏻
#FMF15 is #IonExchange

Disclosed in December 2022

No Recommendation.

👇🏻👇🏻👇🏻
Read 4 tweets
Ron || Mad About Stocks Profile picture
May 7
Dr. Velumani onboard with 5% .

Aditya Puri inducted into the board and my guess will me made Chairman soon .

Founder( Siddharth Shah’s ) parents have tasted failure & succeeded.

FY22 Revenue : 6500 Cr.

Peak of Pessimism priced in ? Mostly.

#UL2 Image
IPO only when it’s just 3-6 months away from hitting EBITDA Positive .

This one is a B2B + B2C + B2B2C bet .

Also it’s Diagnostics arm is smartly playing the Tier 3 & Tier 4 - BHARAT 🇮🇳 theme .

#Thyrocare #Pharmeasy
My Scuttlebutt revealed peak of TECH employee firing done by last December . Now realistic numbers have settled in .

Definitely 2022 has been a year of reevaluation ( maybe all thanks to Zomato, Nykaa & PolicyBazaars of the world)

$9 BN. to $6 BN. to where ? 😃
Read 8 tweets
Ron || Mad About Stocks Profile picture
May 6
Indira IVF has 114 Centres. Did 40K IVF procedures in 2022 & is India’s No.1 Infertility clinic.

BLACKSTONE, KKR , BAIN everyone wants to snap it for $1 BN. ⚡️

FY23 Revenue : 1250 Cr. // EBITDA -350 Cr.

It’s expected to be $3 BN. Market by 2030 .

#Healthcare #IVF
India sees around 3.37L cycles of IVF in a year & AIIMS Research says this is only slated to grow with Marriageable age on the rise in India . They expect 10-15% of married couples will undergo this treatment.

IVF typically costs are 1.5-2L today . Do your maths
I was reminded of MILANN from the HCG stable . Though tiny today , growing aggressively.

Management wanted to divest it off few years back , but I guess sensing the opportunity has changed course & now is focusing on growing .

#HCG #Milann #IVF
Read 5 tweets
Ron || Mad About Stocks Profile picture
May 6
As per NASSCOM report 100 GCC’s were set up in CY2022.

Was reminded of a 2022 report from Morgan Stanley and Ridham Desai spoke eloquently about this Megratrend last year :

INDIA is going to be the “Office of the World”🎯 @rndx1

Are you playing this theme ?
Having worked in a GCC 8 years ago, it did help me connect the dots .

I am playing this theme via #REITS

How the tables have turned 👇🏻

2019 it was IT/ITES that led this space , in 2023 it’s GCC.

Nothing is PERMANENT!🎯

#Office #changingIndia

Observe . Learn . Evolve .
Here’s the kicker though:

500 more GCCs are expected to come to 🇮🇳 over the next few years !
Read 4 tweets

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