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Mar 24, 2022 • 6 tweets • 2 min read
Rice is one of the most significant consumer foods since it provides a staple meal for half of the world's population. In 2020-21, an individual person is predicted to have consumed roughly 549 kg of rice, a slight increase from the previous year.
LT Foods, previously known as LT Overseas, is an Indian firm established in the 1980s. It is a worldwide consumer food firm specializing in Basmati and other specialty rice, organic food and ingredients, and health and convenience foods.
We all have seen Scam 1992. Where was all the action happening?
The 1992 Indian stock market scam was a market manipulation carried out by Harshad Shantilal Mehta with other bankers and politicians on the BSE. Yes! you read it right – it was all happening in BSE.
BSE is 10th oldest and one of the largest stock exchanges globally in terms of number of listed companies. Over the years, it has become one the most valuable franchise in the duopolistic equity exchange market in India, sharing it with National Stock Exchange.
Kaveri Seeds is one of the leading hybrid seed manufacturers focusing on key Indian crops.
Kaveri Seeds might just be following the three-act pattern (most filmy stories have it).
In the 5-year period between FY10-15, the company’s revenue grew by 47% CAGR, EBITDA by 54% CAGR and PAT by 60% CAGR. Phew! Those are staggering numbers.
And then came FY16. Revenues fell by 36%, EBITDA by 38% and PAT by 43%.
Feb 4, 2022 • 5 tweets • 3 min read
Chemicals are all around u. And contrary to popular belief, they’re not all bad for you! While artificial chemicals have earned bad reputation, it can't be denied tht they hv helped save billions of lives, increased human productivity, & completely changed the way we live.
#DeepakNitrite is a 51 years old intermediate chemicals company, with a diversified business of Basic Chemicals, Fine and Specialty Chemicals, and Performance Products.
Feb 3, 2022 • 6 tweets • 3 min read
A small business owner in the hinterlands of India must own a bike from #heromotocorp, since they provide excellent fuel efficiency, high reliability & durability under Indian road conditions, along with the benefit of a vast dealership & service network.
@HeroMotoCorp bikes are income enablers for a large section of population hence there is lot of trust & faith in the brand.
It is the world’s largest manufacturer of motorcycles and scooters, a position it has held for the past 20 years.
Feb 2, 2022 • 5 tweets • 3 min read
Have you watched Rustom (starring Akshay Kumar, Ileana D’Cruz)? What was the core reason for the plot? Indian Navy wanted to buy an aircraft carrier to augment its fighting capacity – but on inspection, it was found by Rustom that the carrier’s hull was corroded.
Indian Navy has been looking for aircraft carrier for lot of reasons.
Who is designing and building the first indigenous aircraft carrier, INS Vikrant, for India – Cochin Shipyard. INS Vikrant is scheduled to be commissioned into service by August 2022.
Jan 24, 2022 • 6 tweets • 2 min read
The engineering sector in India is the country's largest industrial sector. It accounts for 27% of all factories in the industrial sector and 63% of all international partnerships because the engineering business (electrical and non-electrical)
...creates a variety of items (durable machinery, equipment, and so on) that are utilized by a diverse range of end-users in industries such as agricultural, chemical, automobile, petrochemical, fertilizer, textile, mining, power, and defense.
Jan 21, 2022 • 5 tweets • 3 min read
Data is the new oil. And we are truly guzzling it. We have come a long way since Kbs of data with dial up networks to Gbs of data on broadband connections. Data Analytics has become key and is used by Netflix, Facebook & Instagram to keep us hooked on their platforms.
Data Analytics business opportunities are like the IT opportunities of the late 1990s, and India has a massive engineering talent base with excellent mathematics skills, available at a very low cost. This provides India with the perfect ability to capture the opportunity.
Dec 10, 2021 • 9 tweets • 3 min read
(1/n) We had written about Vaibav Global last week. Stock jumped 10% yesterday. Is it good stock to buy? Let's dig deeper for insights in this thread.
Company is an online retailer of low cost fashion jewelry selling primarily through TV and the internet in the US & UK.
(2/n) Vaibhav Global has excellent direct sourcing network (30+ countries; esp from India, China, Thailand & Indonesia) that allows it to competitively price products. Company owns manufacturing facilities that helps in manufacturing high quality products at best possible prices.
Dec 8, 2021 • 9 tweets • 3 min read
Nykaa is in the news today. Our analysis:
“Makeup is not a mask that covers up your beauty; it’s a weapon that helps you express who you are from the inside”. Michelle Phan
Looking good is a basic need of any human being – it is a bit more pronounced in the fairer sex (1/n)
Beauty, personal care and fashion products are an age old industry which would also be evergreen. We may shift from offline to online or from chemical based to natural/vegan etc but the need would always be there (2/n)