#SCHAND
Let's talk about the latest entrant into my portfolio.

Reset for Growth

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🧵🧵🧵⤵️ Outline
0. Who is S CHAND Group?
1. Business segments
2. New Education policy
3. Turn-around in working capital
4. Balance sheet and debt
5. FY23 Focus
6. Valuation

#WFH attracts more women to work.

🧵🧵🧵⤵️ 🏠RPG Group has seen a 15-20% jump in the number of job applications from women.

🏠Ed-tech unicorn Eruditus witnessed the proportion of women in its workforce grow from 41% to 51% across levels after the pandemic.

#RUSHIL Mcap - 1054 Crores

PE - 18

Rushil Decor Ltd is primarily engaged in manufacturing and sale of

▶️Laminate Sheets,

▶️Medium Density Fibre Board

▶️Prelaminated Medium Density

▶️Fibre Board boards,

▶️Polyvinyl Chloride (PVC) Board

▶️Particle Board. 💢Demand of MDF in India

Indian Plywood market - 180 Billion

Huge replacement beneficiary is MDF

💥 Checklist
@Gautam__Baid

1. Profit and loss statement Analysis

a. Sales growth- The higher sales growth is better. (Must profitable)

b. Gross profit margin -Improving and not fluctuations( Need pricing power)

c. Interest Income(Other income)-Must be equal to bank 🏦 FD d. Interest Income- Check for high interest coverage ratio(6+)

e.Employee cost - In fraud companies its problematic figure.

f. Other expenses - Sharp rise in slow economy could point to money being siphoned off.

g. Taxes - Standard or if low check in deep.