HPL Electric & Power Ltd!

Market Cap - ₹ 3,783 Cr.
CMP - ₹ 588

HPL Electric & Power Limited is a leading electrical equipment manufacturer in India operating for the past 40 years. The Company has significant presence across five key product verticals of electric equipment – metering solutions, modular switches, switchgear, LED lighting and wires and cables. It caters to a wide spectrum of customer segments, such as power utilities, government agencies, and retail and institutional customers, with a strong brand recall as a trusted electrical brand.

Company Overview Investment Rationale.

The company is exploring opportunities in solar meters and has been working on water meters, although details on these segments are not yet finalized.

Skipper Ltd
Market Cap - ₹ 6,087 Cr
CMP - ₹ 541

It is engaged in manufacturing and selling of Transmission & Distribution Structures and Pipes & Fittings. It also undertakes EPC projects in the infrastructure segment.

Record-breaking order book of ₹6,590 crores, the highest in company history!🔥

Investment Highlights. Diverse Product Portfolio

Diversification into telecom, railway electrification, water EPC, and drip irrigation is expected to strengthen revenue streams.

#INOXIndia just dropped their Annual Report! Let's dive in and see how this leading cryogenic equipment manufacturer performed in FY 2023-24.

A detailed thread🧵:
Watch out for No. 5 & 6. 1) “Consistently striving to stay way ahead of the curve for over three decades, we anticipate emerging trends and evolving customer requirements." #FutureReady

📌Here's the snapshot of the Modi Govt's Manifesto announced today- Check out important sectors they will be focusing and stocks which will be benefited from this 👇

1.Implementing cutting-edge irrigation tech:
Stocks: VA ech Wabag, ION Exchange, Jain Irrigation. 2.Boosting trade connectivity via India-Middle East-Europe Corridor:
Stocks: Adani, railway, shipping stocks.

3.Developing border infrastructure & smart fencing: Stocks: Railway, telecom, optical fiber stocks.

4.Leveraging Big Data, AI, drones, and satellite imagery:
Stocks: Affle, Zensar, Persistent Systems.

🚨GPT Infraprojects Ltd- An emerging EPC & Railway Player 🛣️🚉

The Company is involved in EPC contracts related to the construction of roads, bridges, railways, power and industrial projects. It manufactures pre-stressed concrete sleepers in dedicated manufacturing facilities in India, South Africa, Namibia and Ghana, building on its track record of being India’s first concrete sleeper manufacturer for railway tracks.

Lets Understand👇 1.SEGMENT

A. Infrastructure

BMW Industry Limited: A leading steel processing company.

The company is one of the largest steel processing company in India, having multi location manufacturing units in the Steel sector. It is Engaged in the Manufacturing & Processing of HRPO Coils, CR Coils, GP Coils, GC Sheets, MS and GI pipes, TMT rebars, etc; for marquee steel players in India. It Processes both Long and Flat Products, Operates one of the largest independent cold rolling and galvanizing facility, in the country

Lets Understand 👇 PRODUCT PORTFOLIO

🚗 NDR AUTO COMPONENTS LTD THREAD 🚗

The Company operates in the auto components industry and is engaged in production and manufacturing of seat frames and trims for four-wheeler and two-wheeler vehicles and other accessories relating to car seats.

Let's understand 👇 🔧Manufacturing Facilities

The Company’s four manufacturing facilities of which two are located at Gurugram, one at Bengaluru and a new manufacturing facility at Surendranagar, Gujarat for manufacturing of seat frames and trims which started the commercial production in the month of March, 2023.

🤝 Clientele & Models

🚨 INOX INDIA - STRONG SET FOR Q3FY24

Key Takeaways from Earnings Call & Investor Presentation 👇

Do like and retweet the thread 🧵🙌 Industry leader in manufacturing a wide range and various kinds of Cryogenic equipment 👏

The Company’s business comprises three divisions:

1. Industrial Gas
2. LNG
3. Cryo Scientific

𝐀𝐒𝐇𝐀𝐏𝐔𝐑𝐈 𝐆𝐎𝐋𝐃 𝐎𝐑𝐍𝐀𝐌𝐄𝐍𝐓 𝐋𝐓𝐃 - 𝐀𝐍 𝐔𝐍𝐇𝐄𝐀𝐑𝐃 & 𝐔𝐍𝐃𝐈𝐒𝐂𝐎𝐕𝐄𝐑𝐄𝐃 𝐌𝐈𝐂𝐑𝐎𝐂𝐀𝐏 👀

Gujarat based Gold Jewellery mfg. co. & one of leading manufacturers of antique gold jewellery in India 🔥

Disc. - Not an investment advice but only for educational purpose ! Gold demand in India - world's second-largest consumer of the yellow metal, rose 10% to 210.2 tonnes during the third quarter of this calendar year.

For each 1% rise in gross national income per capita, gold demand rises by 0.9%.

#Clara Industries is a prominent player in the field of flexible plastic packaging solutions. They offer a wide array of products, including Packaging Films, Flexible Packaging, Horticulture Bags, HDPE Bottles, Plastic Matts, Printed and non-printed Plastic Sheets, and Plastic Bangles.
2.Serving Multiple Sectors:
They cater to a wide range of sectors, from FMCG to Pharmaceuticals, Hardware Tools to Hospitality. Their versatility in serving varied industries sets them apart.

Interesting - Complete Thread Below 👇

Comrade Appliances - MicroCap co into contract manufacturing Mcap - 72crs. Doing Capex of 20cr

Leading manufacturer and supplier of a wide range of Air coolers and Water geysers, Washing machines, and other home appl

(Just Info- Not reco) Under the OEM model, companies manufacture and supply products based on designs developed by their customers, later these products are sold under the customer's brand name. Under the ODM model, along with manufacturing.

A super Mega thread on Tatva Chintan.

Why the stock keeps potential to even give exorbitant returns from here on.

Excellent earnings growth in Q2 which would continue the momentum. Tatva Chintan Pharma Chem Limited (TATVA) is a specialty chemical manufacturing company of diverse portfolio of structure directing agents (SDAs), phase transfer catalysts (PTCs), electrolyte salts for super capacitor batteries, and pharmaceutical and agrochemical intermediates

A mega thread on a small cap co that keeps potential to become big in future.

𝐈𝐬𝐡𝐚𝐧 𝐃𝐲𝐞𝐬 & 𝐂𝐡𝐞𝐦𝐢𝐜𝐚𝐥𝐬

Current Mcap: 200crs
Debt/Eq: 0.15
ROE: 22%

Posted Flat Q2 numbers. Real growth would come after new capacity expansion. Ishan Dyes and Chemicals Ltd. is into a highly competitive chemicals and pigments industry. The co. has made a significant impression in the global pigment and chemicals market with its quality products.