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Prerana Nireeksha Amanna Profile picture
Prerana Nireeksha Amanna
@AmannaPrerana
Equity Research| Investor| Gym-rat| Foodie.
5 subscribers
Jun 5, 2023 • 8 tweets • 3 min read
Jyoti Resins and Adhesives Ltd: The co sells wood adhesives under the brand name Euro 700.

1. They import raw materials from different countries and white glue is manufactured in their Santej plant. ImageImage 2. Currently they are in 13 states, 10,000 active retailers,50 distributors, 300000 carpenter

3. Q4FY23 Results:

-Revenue up 13% YOY
-PAT up 137% YOY
-PAT margins at 30%
-Strong Gross Margin of 57.14% and EBITDA Margin of 30.8% led by sharp drop in raw material prices
May 29, 2023 • 10 tweets • 3 min read
The Anup Engineering:

The co makes heat exchangers, columns and reactors which are used in Petroleum, chemical and aerospace industries etc.

Exports :19%
Domestic : 81% ImageImage 3. Revenue break up:
Heat exchanger :74%
Vessels : 11%
Towers & Reactors : 7%
Others : 7%
Centrifuge : 1%

4. Clients: Image
May 27, 2023 • 7 tweets • 3 min read
TCPL Packaging Ltd: The company manufactures folding cartons and paperboards.

1. They cater to Industries such as Caters to Consumer Goods, Food & Beverage, Tobacco, Liquor, Agro-Chemicals, Pharma.

2. Revenue mix:
Folding Cartons : 85%
Flexible Packaging: 15% ImageImage 3. They have huge and diversified clientele across sectors. They also have wide variety of packaging products.

Q4 FY23:

4. Revenue up 19% YOY

5. PAT up 45% YOY.

6. PAT margins improved YOY and is at 6.1% ImageImage
May 24, 2023 • 10 tweets • 3 min read
Good set of numbers from Metro Brands Ltd:

1. Revenue up 35% YOY and down 8.3% QOQ to Rs 562 Cr

2. PAT down 1.56% YOY and down 40% QOQ to Rs 67.96 Cr

3. 19 stores added this quarter. Taking the store addition to 119 for the whole year. Total store is 739. Image 4. The company is well on track to achieve the goal of 900 stores by FY25.

5. Mr. Joseph clearly implied on how the company is financially disciplined and store expansion wouldn't come at the cost of margins.
May 10, 2023 • 6 tweets • 2 min read
Relaxo Footwears Ltd:

The company finally got some breather after the decline in Raw material prices.

Q4FY23 Results:

1. Revenue up 11.7% QOQ and up 8.5% YOY.
2. PAT up 112% QOQ (small base) and down 1.7% YOY.

Clean Balance sheet Image 3. I believe the expansion in margins and boost in PAT is due to falling RM price and not by selling more shoes (volume growth).

7. Nevertheless, I would never buy a high P.E stock with single digit volume growth.
Apr 14, 2023 • 5 tweets • 1 min read
I buy stocks with a vision of holding them for long term or playing the whole cycle, but when things go wrong or management fails to execute, I will also not hesitate to sell. My hours of research doesn’t matter and I’ll sell it in the blink of an eye. Few examples:

1. Mold tek packaging : the company was consistent in growing volumes at 25%, but as Paints and FMCG industries continued to struggle so did the Co. volumes dropped. There was no point holding this stock
Mar 30, 2023 • 18 tweets • 6 min read
A 🧵on RACL Geartech Investor meet 29/03:

A power call for 2 hours by father-son duo:
💪
1. Company has crossed Rs 100Cr sales in a quarter. Highest ever quarterly sales, profit. OPM at 25%. Very strong quarter inspite of exports being 65% of revenue. 2. The company doesn't just make gears and have introduced new product portfolio. Since these are high precision, complex models the margins are high.

Mentioning a few below: