CFA, FRM, IIM Bangalore Alumnus. Equity analyst and market observer. NISM certified research analyst and investment advisor. Tweets are not investment advice.
Jul 28, 2023 • 6 tweets • 2 min read
#xproindia #xpro mcap of 1800cr has rallied 30x in 2 years due to reversal of inverted duty structure by govt.
A Birla group company it is in the business of packaging material for capacitors & liners for refrigerators.
Ace investor Ashish Kacholia holds (3.8% / Rs 63 cr)
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2 main business divisions 1. Coextruded plastic sheet films (70% mkt share, 77% revenue 40% ebitda) - used inside refrigerators, solar panels other white goods and EV 2. Biaxial film (23% revenue, 60% ebitda) - only manufacturer of dielectric film in india, used in capacitors
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May 26, 2023 • 4 tweets • 2 min read
#Gujaratthemis#Gujthemis Q4FY23 earnings call 1. Slowness in tendering witnessed last quarter continued during this quarter as well 2. Rifamycin-O, continued to see decent demand in the market 3. Rifa-S demand was low since this is largely a tender-driven segment.
4. Capex plan of Rs200cr for over 2+ years is progressing as per plan 5. New warehouse, R&D & API block will be ready by September 23, fermentation facility to be ready by Dec 24 6. Out of Rs200cr, Investing 80 cr in phase one of the fermentation block & rest into the API block.
