Time for a thread on buzzing company
Gujarat Ambuja Exports Ltd

Kindly retweet if you find it insightful :) GAEL was established in 1991 by late Mr Vijay Kumar Gupta, and is currently managed by his son, Mr Manish Gupta
The company manufactures refined oil (mainly soya bean oil) and primarily generates revenue from maize processing.
Following are some value-added products:

KPIT Technologies: A niche ER&D play!

Kindly retweet if you find it useful :) KPIT Technologies Limited (erstwhile KPIT Engineering Limited) is a technology company focused on automobile engineering and mobility solutions. The company offers technology solutions to automobile OEMs under different practices such as..

The bankers of Nykaa IPO certainly know how to take advantage of the bull market and platform IPO frenzy. There is nothing much on the table for the new investors as they have priced the IPO at 21x sales for FY21 at a mind-boggling $7.4 Bn valuation. Nykaa was valued at $1.2 Bn in March 2020 when it raised a $25 Mn funding round led by Steadview Capital.

The company further raised an undisclosed amount from Fidelity Investments reportedly at a valuation of $1.8 Bn in November 2020.

(6x from March 20)

A premium player in the packaging industry - Garware Hi-Tech Films Ltd.

@abhymurarka @nid_rockz @MrRChaudhary @drprashantmish6

Kindly share for benefit of everyone The company operates in a niche segment with premium margins which is different from other poly film companies (majority of them deal in commodity films business used in flexible packaging), where the companies operate in high volume and thin margins..

Sugar industry is poised to change drastically over the coming years from cyclical to structural.
We can fall in the footsteps of Brazil which produces ethanol and sugar equally from sugarcane and reduce the overcapacity issue of industry.
A thread

Retweet if you find it useful Let's first understand how a sugar factory works:
Sugarcane is crushed in a sugar factory that primarily extracts sugar syrup and fiber which is called bagasse. Bagasse is used to generate electricity, the excess power generates is then sold to the electricity companies.

Greepanel industries: The MDF opportunity!

@rdkriplani @NeilBahal @nid_rockz @hjyadav @caniravkaria Greenpanel is one of the largest integrated MDF manufacturing companies in the country and commands an established position in the organized MDF market
It has two manufacturing facilities for MDF:

Mega thread of all the analyzed company threads

Kindly share for everyone's benefit :) Thread on CAMS

https://twitter.com/CompoundingCapp/status/1375463086740500487?s=20

Praj Industries: Unique bio-energy play!

@varinder_bansal @punitbansal14 @CapitalSapling @hjyadav Praj is a biotechnology Company with global footprints having a diverse portfolio of Bio-energy solutions, High purity water systems, Breweries, Critical process equipment & skids and Zero liquid discharge systems

Team Lease Services (TLS): Staffing industry play

@hjyadav @caniravkaria @AvadhMaheshwar2 @MrRChaudhary TLS is one of India’s leading human resource companies offering a range of solutions to 3500+ employers for their hiring, productivity, and scale challenges
The Company offers solutions to large, medium and small clients across the 3Es of employment (over 1.5 lakhs employees)..

LTTS - Not another IT company!

@abhymurarka @AvadhMaheshwar2 @hjyadav @caniravkaria LTTS is a leading global ER&D services company with a client base comprising 69 Fortune 500 companies and 51 of the world’s top R&D spenders. The Company offers design and development solutions to clients across the entire value chain of product development.

Intellect Design Arena: A behemoth in making!
#Intellect

@CapitalSapling @nid_rockz @MrRChaudhary @NeilBahal The Company is engaged in the business of software development and providing software product license and related services focused on the financial services market
(1/n)

CAMS: An ignored platform business

A thread 👇

@safiranand @CapitalSapling @suru27 @nid_rockz @aditya_kondawar @abhymurarka CAMS is India’s largest RTA (Registrar and transfer agent) player having a 70%+ share in MF AUM. The MF industry is poised to grow at a CAGR of 17%-19% wherein Equity MF AUM is expected to grow at a CAGR of 21%-23%
(1/n)