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Value Investor since 2013 | Tech Leader |Constant Learner | Simplicity = Happiness | Sharing insights on investing, tech & more! #ValueInvesting #TechLeadership
Mar 16 5 tweets 2 min read
Since 1994, Exicom Tele-Systems has been a pioneer in two key domains:
EV Chargers & Critical Power.

With a strong focus on innovation, they're leading the charge towards sustainable mobility and reliable power solutions. #ElectricVehicles #exicomtelesystems
💡🔌 Image Exicom Tele-Systems charging ahead in the EV sector!

With revenue from EV charging already at 31.7% in FY23, they're set on accelerating growth, eyeing a larger share in the booming market.

-Exicom aims to raise its revenue contribution from the EV charging business, which currently stands at around 30%.
-The company expects further expansion, aligning with the projected 50-60% CAGR in the EV charging market over the next four years.Image
Nov 24, 2023 6 tweets 3 min read
Every one behind #TataTechnologies but another Tata company with book value of 840 and trading at 966. Decent dividend payout of 1.8%.

It can be key for Tata to build EV eco system. #Investing #longterm Image #TataChemical -
Part of the Tata Group, the company is a global leading manufacturer of soda ash
and sodium bicarbonate (market position
of 3rd and 6th respectively) with manufacturing facilities in India, the US, the UK, and Kenya
🧵… #chemical #soda ash Image
Nov 12, 2023 9 tweets 3 min read
#Schneider Electric Infrastructure Limited, incorporated in 2011, is engaged in the business of manufacturing, designing, building and servicing technologically advanced products and systems for the electricity network. #Electric #Power #intruments Image Products - Transformers, Power Transformers, Switchgears (Primary & Secondary Switchgears), Medium Voltage Switchgear, Protection Relays, Differential Relay, Electricity distribution management systems, a software suite for self-healing smart grid, e-House & smart cities Apps Image
Aug 26, 2023 8 tweets 4 min read
🚗 Automobile auxiliary companies are vital in the auto industry, offering specialized components, tech, and services that boost vehicle manufacturing, safety, aesthetics, and more. From engines to electronics, they elevate quality and innovation, driving the automotive sector forward. #AutoInnovation #IndustryAdvancement
TOP 5 in India -
1 #MOTHERSONSUMI
2 #BOSCH
3 #BHARATFORGE
4 #SCHAEFFLERINDIA
5 #SONABLW PRECISION FORGINGS 🛠️ India's auto ancillary sector shines globally with top-notch quality and productivity.

A vital player in the global auto supply chain, India supplies critical components to big names like BMW, Ford, Mercedes-Benz, and more. As developed markets evolve, India's become a manufacturing hub. 🌍🇮🇳 #AutoIndustry #GlobalSupplier
Jul 29, 2023 5 tweets 2 min read
#PakkaLimited, is engaged in the business of specialty packaging products manufacturing and trading in specialty papers and Moulded products.

Revenue Split -
Paper - 88%
Moulded- 21% Image Manufacturing - its facility located in Ayodhya, UP at the heart of India’s sugarcane belt.
Expansion - planning expansion of capacity in moulded products business by about 25% to 14 TPD through the installation of 8 new lines and growth in its integrated pulp mill capacity Image
Jul 16, 2023 6 tweets 2 min read
#Zen Tech was incorporated in 1996. The co. designs develop & manufacture combat training solutions for the training of defense & security forces. It is actively involved in the indigenization of technologies, which are beneficial to armed forces, police & paramilitary forces. Image Products - land based military training simulators, driving simulators, live range equipment and anti-drone systems. It also has a training platform in Hyderabad, with an integration of its complete product range, that provides a realistic battle experience. #growth #longterm Image
Oct 29, 2022 6 tweets 3 min read
United Spirits Ltd.(USL) is the country’s leading beverage alcohol company and a subsidiary of global leader Diageo PLC. The company manufactures, sells, and distributes a wide portfolio of premium brands such as Johnnie Walker, Black Dog, Black & White, VAT 69, No. 1 @dmuthuk Portfolio - USL has a comprehensive brand portfolio with more than 80 brands of Scotch whisky, IMFL whisky, brandy, rum, vodka, and gin. Out of these, 9 brands that sell more than a million cases each year, of which 1 brands sells over more than 25 million cases each annually
Feb 13, 2022 5 tweets 3 min read
Clean Science & Tech. Ltd- One of the leading manufactures specialty chemicals such as Performance Chemicals (MEHQ, BHA, and AP), Pharmaceutical Intermediates & FMCG Chemicals globally. Leading Manufacturer of Green Chemistry.
@kuttrapali26 @AvadhMaheshwar2 #longterm
🧵...1/5 2) Revenue - Clean Science’s top 10 customers amounted to Rs 245 Cr. of revenue
🌟SEGMENT
Performance Chemicals-70%
Pharmaceutical-16%
FMCG-13%
Oths-1%
🌟GEOGRAPHY (Exports & Domestic)
US-12%
CHN-37%🏅
EUR-14%
Ind- 31%
OTHs - 6%
Jan 2, 2022 21 tweets 8 min read
The psychology of money - @morganhousel Amazing chapter 1. No one’s crazy- Our findings suggest that individual investors' willingness to bear risk depends on personal history. Not intelligence, or education, or sophistication.Just the dumb luck of when and where you were born.👍🏼 Image Chapter 2-If you give luck and risk their proper respect, you realize that
when judging people's financial success-both your own and
others'-it's never as good or as bad as it seems. Answered by Robert,
"What do you want to know about investing that we can't know?" -Role of luck Image
Dec 19, 2021 4 tweets 3 min read
Devyani Intl. Ltd - Franchisee of Yum! Brands & operates the highest outlets of KFC, Pizza Hut, Costa Cofee in India. It is a the largest operators of quick-service restaurants chain in India. It operates 655 stores across 155 cities in India. 🧵..
@kuttrapali26 @AvadhMaheshwar2 Company - Started its first association with Yum brands in 1997 when it opened the Pizza hut. Company has expanded to 696 stores in 166 cities. It is largest franchisee of Yum brands on a Non-exclusive basis. It is a part of RJ Corporation started by Ravi Kant Jaipuria in 1991.