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Hardcore fundamentalist & Growth loving Investor. Likes #LTIMindtree, #LTTS🌏, #TataElxsi, #KSolves for long term wealth creation
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Jan 21 6 tweets 2 min read

MD&CEO Mr Chattejee:

Integration of d 2 Cos led to margin hit plus Q3 is seasonally weak

Overall cost of delivery has been a little high in Q3 which is a one-time cost.

A significant part of integration cost has been absorbed into Q3 n will show in Q4 as well #LTIMindtree has started out with a $1 billion quarterly revenue run rate.

The client imperative to dial up technology-led innovation for future-readiness holds a long-term upside for Cos full-stack offerings
Jan 20 8 tweets 3 min read
#LTTS🌏 is a long-term compounder as engineering services growth is less volatile now wth d digital transformation trend supporting growth across industries

LTTS’s scale is superior to most of its global peers in engineering services, wch allows it to invest in many new areas #LTTS🌏 is able to cross-pollinate its capabilities across industry verticals n this creates more cross-selling opportunities n higher differentiation compared wth peers

LTTS also present in broader set of verticals as comprd to Indian engg. services peers Cyient,KPIT & Elxsi
Jan 18 6 tweets 3 min read
#LTTS🌏 is eying 'big boys' club in terms of revenue from engineering services and related segments in coming years with its biggest acquisition #SWC since its inception.

#LTTS🌏 set for a leapfrog jump in network engineering segment. MD & CEO, #LTTS🌏 said the acquisition is both margin and EPS accretive n will help the engineering services firm achieve $1.5 billion revenue by FY25.
Jan 16 7 tweets 2 min read
#LTTS🌏 aspires to hit $2 billion in annual revenues by FY26, post its acquisition of Smart World and Communication. #LTTS🌏 will also focus on developing full-stack technology offerings in next gen communications, smart spaces and cybersecurity, even as it expects to double the revenue of the combined Smart World and Communication (SWC) business to $400 million in the next three years.
Jan 13 8 tweets 3 min read
#LTTS🌏 on recent SWC acquisition:

Strong Demand 4 Electrification, Energy transition,5G rollout n cyber security across their clients in US n Europe,parts of Asia

There is demand 4 service net models 4 efficient campuses,cities,utilities mobility,public safety n cyber security Rationale LTTS management saying has been taken to go ahead and acquire SWC business:

1.6 trillion dollars of engineering spent in FY21 was laid by manuf. 51% for manufacturing cos is expected by FY25 to 2.3 trillion dollars with 58% coming from HiTech & services
Jan 12 4 tweets 1 min read
#LTTS🌍 to acquire L&T’s Smart World & Communication Business

SWC has a strong expertise in communication wth network design, planning, implementtn n mgmt of Netwrk Operations Cntr, Opertnl Supp System, Datacenters, Cloud/pvt 5G network at more than 25K locations across India SWC has an employee base of over 700 engineers from diversified technology domains and has crossed an annual revenue of INR 1,000 Crores.

This acquisition will pave way for SWC’s offerings to reach the global market leveraging LTTS🌍 global footprint.
Jan 11 10 tweets 3 min read
LTI Mindtree merger creates a strong challenger in the Indian IT space with a $4.1 billion revenue run-rate as the combined entity has significant revenue synergies owing to the complementary nature of clients and service offerings. LTI can benefit from Mindtree's strength in d experience layer of digital n addressing CMO budgets while d latter can benefit from d former’s strength in packaged applications

Overlap among key clients is minimal ensuring no turf wars.
Dec 15, 2022 4 tweets 2 min read
#SircaPaints revenues is forecast to grow 26% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Retail Distributors industry in Asia. #SircaPaints is a market leader in premium wood coatings in north India n is significantly expanding its domestic footprint by setting up additional manufacturing facilities & infrastructure to strengthen its position in the East, West and South Indian markets.
Dec 15, 2022 4 tweets 2 min read
In the past 10 yrs d share price of this small-cap firm has climbed from Rs 3.50 to Rs 1,325.

During this time, stock has surged 39,000 %.

In the past 3 yrs it has gained nearly 2300%.

Stock is listed only on BSE. #JyotiResins is an India-based Co that is engaged in the business of manufacturing synthetic wood adhesives under its brand name EURO7000.
Dec 4, 2022 7 tweets 3 min read
#LTTS🌍 saying:

Witnessing robust customer demand for digital manufacturing services with multiple programs being initiated around Industry 4.0 n digital twins, enabling them to deliver quick ROI to their industrial products n plant engineering customers. Deal pipeline continues to remain robust n r in middle of several advanced stage discussions wth global customers across key geographies

#LTTS🌍 Europe deal wins r expected to double this fiscal. Their differentiated offerings will help them stay ahead of competitors in d space
Nov 29, 2022 6 tweets 3 min read
#LTTS🌏 revenues has grown at a CAGR of 10.9% in the last five years whereas #TataElxsi revenues has grown at a CAGR of 8.1% during the same period. Increased demand for digitisation has been driving #LTTS🌍 revenue growth. #TataElxsi and #LTTS🌍 are among the niche leading engineering, research and development (ER&D) services providers in the world.

Both are fighting to grab maximum market share.
Nov 12, 2022 6 tweets 2 min read
We hv conducted a survey in our groups asking members to suggest 1 stock which they r willing to hold for next 10-15 yrs

Based on d maximum votes received v hv compiled a list of top 25 stocks wch not only can stand rock solid but can handle market volatility in any ☔situation Top 5 stocks in order of highest no of votes 👇👇
Oct 30, 2022 7 tweets 3 min read
#TataElxsi entering 2nd half of FY23 with strong order book,healthy deal pipeline across key markets n industry, n customer confidence in d work they do

Importantly,Co is investing in both capacity n capability 2 strengthen their ability 2 win,manage n grow customers n business #TataElxsi seeing good traction in
automotive business led by EV and ADAS capabilities.

Media and Communication business did witness some deferment of platform deals and some large service deals. But Co is well positioned to win these in the coming quarters.
Sep 28, 2022 7 tweets 3 min read
Fundamental Analysis of

#Rajratan is the sole supplier of bead wire to some of the leading companies in the tyre industry and expects to further improve its market share in the Indian market. Image #RajratanGlobalWire, one of the largest manufacturers of bead wire in India, is a tyre auxiliary that makes bead wire that is a vital component for the production of tyres.
Sep 1, 2022 12 tweets 3 min read

Fundamentally strong stock

Equity: 30Cr💚
FV: 10💚
Debts: 13Cr
CashnEquiv % toTotalAssets:
Current Ratio: 3💚
PAT Margins: 15%💚
ROCE: 21%💚
Np2Eq: 2
Expected EPS Fy23: 27💚
1 Yr Forward PE: 18💚
CMP: 492

#Highly_Undervalued #SJS_Enterprises announced its plans to grow at a CAGR of around 25% organically for FY23-25 period and said its inorganic growth would boost the growth further.

SJS said its current order book that will be executed in FY23 is around 80-85 per cent of FY23 forecasted revenue.
Aug 31, 2022 7 tweets 3 min read

Equity: 24Cr💚
FV: 10💚
Debts: 265Cr
CashnEquiv % toTotalAssets:
Current Ratio: 1.4

PAT Margins: 9%
ROCE: 61%💚
Np2Eq: 10💚
Expected EPS Fy23: 68💚
1 Yr Forward PE: 16💚
CMP: 1105

#Highly_Undervalued Incorporated in 1992, #BestAgrolife has been servicing agrochemical industry of India n international mkts, wth niche product offerings

Research-driven Co offer high-quality, innovative, effective crop-protection n food safety solutions to farmer n serve d globe thru agriculture
Aug 28, 2022 4 tweets 2 min read

Fundamentally strong stock

Equity: 2Cr💚
FV: 1
Debts: 1Cr💚
CashnEquiv % toTotalAssets:
Current Ratio: 2💚
PAT Margins: 4%
ROCE: 57%💚
Np2Eq: 21💚
Expected EPS Fy23: 24💚
1 Yr Forward PE: 21
CMP: 509

#Accumulate on dips. Vinyl Chemicals, a Parekh Group Company, was promoted by #Pidilite Industries Limited in 1986- a well-known group which manufactures and sells the #Fevicol brand of adhesives synthetic resins binders surfactants pigments etc
Aug 27, 2022 8 tweets 3 min read

Post 5G spectrum auctions, Co expect to see a multi-year capex spend cycle for building both wireline and wireless infrastructure. Deployments of next-generation radio products, 5G will also require significant increase in cell-site fiberization and augmentation of optical backbone capacities which augur well for the business of #TejasNetworks.
Aug 26, 2022 5 tweets 2 min read
Satellite Co & broadband services firm #Intelsat had announced the beginning of Intelsat’s #inflight connectivity services in Indian skies thru an agreement with #Tata Group satellite services firm #Nelco_Ltd Image Intelsat’s airline partners and flyers will enjoy end-to-end broadband coverage on domestic and international aircraft flying to and from an Indian airport as well as the aircraft flying over the country.
Aug 25, 2022 5 tweets 2 min read
#DataPatterns to hv 1000 Crs Orders with EBITDA margin of 40%+

In anticipation of Contracts Co is expecting n going ahead for future, Co is:

a)Putting large infrastructure for system integration

b)Doubling Production Capacity for manufacturing Electronics, Assembly n Testing #DataPatterns recently reported strong Q1, however big highlight is the doubling of order book to more than Rs1000cr. This gives strong visibility and the runway for growth is becoming longer and longer.
Jun 12, 2022 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.