🇮🇳 Parveen Bhansali Profile picture
Hardcore fundamentalist & Growth loving Investor. Likes LTI, LTTS, TataElxsi, BajajFin, CleanSci, GMM, MTAR for long term wealth creation
Jun 12 19 tweets 4 min read
#TataElxsi is now on the way to become TCS of ER&D stocks as last 7 quarters Co hv been consistently growing sequentially.

Compared to the last financial yearr, Co is starting with a much healthier order book this financial year. Last quarter’s attrition no's were better than the overall industry.

Attrition has been a reality
for the last 30 years since Co's have been in existence. It has peaked at certain times, and it has dropped at certain times.
Jun 12 13 tweets 2 min read
As covid breakout news coming in China since few time n after that cases started coming in India as well, i exited EMT along with RateGain for time being few days back..as i feel these stocks likely to underperform n i hv other potential opportunities in my mind Also if i buys anything its not that buy n sit tight.....i continuously churn based on latest developments happening
Jun 3 9 tweets 4 min read
Large deal momentum has become a regular feature at #LTTS

The Airbus deal win came due to the fact that #LTTS is one of the best ER&D firms in the Indian subcontinent. 

#LTTS receives such accolades these days coz it has developed strong domain knowledge in ER&D. Given the pickup in large deal wins especially in EACV segment in FY22 and an all-time large deal pipeline, #LTTS FY23 dollar revenue growth guidance of 13.5-15.5 per cent Y-o-Y appears to be conservative.
Jan 29 4 tweets 2 min read
#LTTS management on Co's performance visibility ahead after Q3:

Company continue to see double-digit growth in the next 3-5 years on the rising penetration of ER&D services n higher spending on digital engineering.

Digital Engineering revenues were 56% in Q3 versus 55% in Q2. Deal pipeline continues to see healthy addition and the demand outlook in US and Europe remains strong.

#LTTS will continue to invest in their six big bets which will allow them to participate significantly in customers transformation journey and win large deals.
Jan 26 15 tweets 5 min read
#LTTS Q3 Highlights:

Won a USD45 mn deal along with
two other deals greater than $10 million.

Won two significant empanelments-

the first with one of the world's largest technology companies and the second with a global aircraft manufacturer. These empanelments mark the strengthening of #LTTS relationship with the customer as the co become their preferred partner. 

There is potential of $50 mn revenues in each
empanelment over the next few years.
Jan 12 11 tweets 2 min read
#CleanScience is a Highly innovative company with professional mindset, capacity expansion and non-patent approach, Massive cashflows generation and Power of Competitive Advantage. #CleanScience will be the first company to develop HALS series (Hindered Amine Light Stabilizers) in India.

HALS has a global market size of $1 Billion and CAGR growth of 12%.
Nov 18, 2021 5 tweets 2 min read
#MTAR'S Clean Energy Product Offerings

Existing Products Supplies:
▪ Fuel Cell Products
▪ SOFC Hot boxes - Use methane to generate power Under Development n Manufacturing:
#MTAR is developing the following products in collaboration with Bloom to expand its product portfolio in clean energy sector:

▪ Hydrogen boxes- Use Hydrogen to generate power
Nov 18, 2021 9 tweets 1 min read
MTAR Tech:

▪ Strong repeat business due to MTAR's engineering

▪ Ability to provide exceptional quality products as per customer specifications

▪ Consistent customer servicing standards ▪ Continuous learning adopted to reduce cost to
customer over time ex. Bloom energy

▪ Strive to understand their customers’ business
requirements and provide products that maximize
their returns

▪ Develop leadership in key product segments
Nov 16, 2021 8 tweets 2 min read
Current Order Book of #MTARTECH as on Sept 30, 2021 is 2.2× of FY21 revenues. #MTARTECH is a leader in critical and differentiated engineered products.
Aug 28, 2021 7 tweets 2 min read
Second quarter FY22 revenues of #LaxmiOrganics are likely to be muted or subdued cause of floods and pricing pressure but now prices have flattened out and is in upward trend.

Q1 revenues of FY 22 are already 42% of total revenues of FY21. Going forward in speciality unit of #laxmiOrganics there will be investment of around 250 crores and as this capex comes alive there will be jump in revenues and profitability.