🥭Foods Inn Inv ppt & Concall Notes: 🧵

🌟Product Positioning: Pulp maker with prominent share in mango now expanding to other fruits

🔔launched 3 Ready-to-Eat Gravies & 3 Ready-to Drink Soups under ‘Greentop’ brand which has doubled its per month sales since its launch.



👍Clients: The company's largest client has committed to a three-year contract with annual growth in volumes.
♻️The company is in advanced negotiations for co-packing opportunities in the domestic and international markets for Tetra Recart products.

🔔Jupiter Wagons Limited (JWL) Detailed AR 2023 🧵

Incorporated in 2006, is a part of Kolkata-based Jupiter Group and a leading player in the Indian railway wagon manufacturing industry. JWL has manufacturing facilities located in Kolkata, Jamshedpur, Indore, Jabalpur and Baddi.

Mental Models 🧵

1/ Frameworks for thinking about & understanding world. help us make sense of complex situations & make decisions with more clarity and confidence.

In investing, mental models can be especially useful for understanding and evaluating investment opportunities 2/ Here are a few mental models that can be applied to investing:
First Principles Thinking: mental model involves breaking down a complex situation into its basic building blocks and reasoning from first principles, rather than relying on preconceived notions or assumptions

#sonacomstar this is big

Happy shareholder to see such innovation from Indian co👌 @sonacomstar @sunjaykapur

⚡️Sona Comstar launches “Motor T” family of motors & controllers

⚡️⚡️⚡️has the highest efficiency (96%), power & torque density in 48V category in world
@nid_rockz ‐ Next‐gen tech for best efficiency, Torque & Power density in 48V category in the world

-Motor T family is designed to achieve the best combined performance in both power (more than 1.1 kW/kg) and torque density (more than 7.5 Nm/kg) along with 96% efficiency in a single motor

Notes 📋from Edelweiss Reasearch Sector Report on HOME DECOR🧵

~Covid-19 has accelerated the growth of home décor industry by offering enormous growth opportunities—import substitution, increasing exports and focus on home improvement in the wake of WFH.
@nid_rockz Home Decor:
~Even at most conservative estimates, industry is likely to clock a 12– 14% revenue CAGR over FY21–26 (versus 5–6% CAGR over FY16–21).
~Traction in the wood panel industry is apparent from numbers: EPS CAGR of 42% over FY21–24E versus a 32% CAGR for ceramic tiles

Some interesting themes:

1. Amines - alkyl amine, balaji
2. Acetyl derivatives- Laxmi organics , Jubilant ingrevia
3.phenols - deepak nitrite
4. Solar/renewable- Borosil renewable, visaka
5. EV theme- Tata power, kabra extrusion, fiem, tata elxi, LTTS (many more)

Keep adding.. QSR and delivery- Jub food, BK, Zomato, devyani

Retail- Dmart, reliance retail

Cons.durable manufact.- Dixon, amber

(1/12) ✳STRONG MONOPOLIES :🧵

*IRCTC* 100% Market share in Rail Network.

*IEX* >90% market share in power trading.

*Zydus wellness* >90% market share in sugar free product.

*Eicher motors* >85% market share in 250cc bikes category. (2/12) *MCX* >85% market share in commodity trading.

*Coal India* >80% market share in coal production in India.

*ITC* >75% market share in cigarettes.

*Honda Siel* >75% in portable power generators.

*Hindustan Zinc* >75% market share in primary zinc industry.

Angel Broking AR notes:
🔆💪Watershed year

✴robust client addition captures 16.2% market share
in incremental Demat accounts for FY 20-21 as compared to
6.9% in FY 16-17

✅~38% of overall client base was active as on March21,vs
34.3% industry Avg

@NeilBahal @AmitabhJha3 🏆Higher active client base led to 75.3% growth in overall retail equity average daily turnover to ~₹ 12.0 trillion in FY 2020-21
from ~₹ 6.8 trillion in FY 2019-20 for the industry