A market leader for driver information systems in India?🏍⚡

Detailed Thread on Pricol Ltd🧵
#Pricolltd #pricol

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Cmp - ₹394 COMPANY OVERVIEW

• Pricol Ltd manufactures Driver Information & Connected Vehicle Systems (DIS), Controls and actuations and Battery Management Systems. Their legacy products are Display Clusters and Telematics.

An dominant auto ancillary that into exports for luxury vehicles?

Detailed Thread on RACL Geartech🧵
#RACL #raclgeartech

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Cmp - ₹1228 COMPANY OVERVIEW

◦ RACL Geartech Ltd. manufactures transmission gears & Shafts, sub-assembly, precision machined parts and other components for the high end luxury segment.

◦ The company caters mainly to the automotive sector followed by agriculture and industrial sectors.

How do you play the theme of a cyclical industry like steel without investing directly in a steel company?🤔

Detailed Thread on RHI Magnesita India Ltd🧵
#RHIMagnesitaIndiaLtd #RHI

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Cmp - ₹610 COMPANY OVERVIEW

◦ The company was earlier known as Orient Refractories Ltd post its demerger from Orient Abrasives Ltd in 2010. The company manufactures refractories which find critical applications in various industries and are supplied in both the Indian & Foreign markets.

Do you know about an undervalued monopoly stock in the chemical industry?🧪

Here is a Detailed Thread of Paushak Ltd🧵

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Cmp - ₹ 5294 COMPANY OVERVIEW

• The company was incorporated in 1972. They are a part of the Alembic group which is one of the oldest pharmaceutical companies in India. They operate from their plant at Halol in Gujarat.

IPO Analysis of AVP Infracon Limited
#ipoalerts #ipodetails COMPANY OVERVIEW

• AVP Infracon is engaged in the business of constructing all types of infrastructure development works such as Expressways, National Highways, Flyovers, Bridges, Irrigation Projects, Urban Development, warehouses and other Commercial and Residential Projects.

IPO Analysis of Pune E-Stock Broking Limited
#IPOAlert BUSINESS OVERVIEW

• Company primarily offers platform to its clients for execution of trades (Equity, Futures & Options, Currency & Commodity) with the Stock Exchange (NSE, BSE, MCX) through CTCL (Computer to Computer Link) Terminals, Web Interface & Mobile App

IPO Analysis of Shree Karni Fabcom Ltd
#IPOAlert

COMPANY OVERVIEW

• The company is into the manufacturing of specialized technical textiles for applications in luggage, medical arch support, chairs, shoes and apparels. IPO DETAILS

• The company plans to raise ₹35-40 crore from their upcoming IPO. The details of utilization are as shown:

♻ Eco Recycling Ltd

#ecoreco #recycling
Key highlights from Q3FY24 concall ◦ In India, currently annual e-waste generation is around 3.2 million tons with a value of around $4 billion. It is expected to grow to $10 billion in the next 4 years.

⚡Supreme Power Equipment Ltd

Concall Highlights Q3 FY24 ◦ Supreme Power Equipment Limited, a Tamil Nadu-based company, has been manufacturing Power and Distribution transformers for over two decades. They are a prominent supplier to local electric utilities and have a strong focus on windmills.

IPO Analysis - Thai Casting Limited

#ThaicastingIPO #IPO #IPOAnalysis

Like and retweet for maximum reach!! 1. COMPANY OVERVIEW

• Thai Casting Ltd specialises in high pressure die casting, as well as the precision machining of both ferrous and Non-ferrous materials and Induction heating and quenching which have application in automotive.

IPO Analysis - Addictive Learning Limited

#AddictiveLearningIPO #IPO #IPOAnalysis #Lawsikho

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1. COMPANY OVERVIEW
🖥Addictive Learning is an professional upskilling and career services edtech platform which caters primarily to senior & mid-career professionals, and in some cases to young professionals as well.

🖥Their courses and training programs include Law, Finance, Compliance, Human Resources, Business Consulting, Artificial Intelligence, Content Writing and Data Science.

🖥Company majorly focuses on learners to find career opportunities in the international market remotely.

🖥Most of their revenues are driven by the law course vertical. Company operates in three distinct brands that are LawSikho, Skill Arbitrage and Dataisgood.

2. BRANDS
🖥LawSikho : offers wide range of courses and programs in legal education, skill development, test preparation and international bar exam

🖥Skill Arbitrage : caters to the legal upskilling sector in domains like compliance, HR, finance, bookkeeping, content writing and business consultancy

🖥Dataisgood : This company was acquired in 2023 with an intent to offer courses under data science, data analyst and cyber security vertical.

3. INDUSTRY
🖥Global edtech & smart classroom market size is projected to grow from $133.55 billion in 2023 to $433.17 billion by 2030, exhibiting a CAGR of 18.3% during the forecast period.

🖥Asia Pacific is expected to grow rapidly due to government-led programs, such as literacy expansion projects in rural areas to increase the demand for smart education in India, Japan, and Australia.

🖥The Indian EdTech industry is increasing due to online content consumption, high penetration of internet and smart devices, and the demand for skilled professionals in the global workforce. 4. FINANCIALS

🔩Maiden Forgings Limited (MFL) offers a diverse range of steel products, including round bright bars, Carbon & Alloy Steel Bright Bars, Plastic Strip nails & wire welded coil nails, Hex & Square Bright Bars ranging in sizes from 0.19mm to 100mm in various grades and shapes.

🔩These products find their end use in industries such as engineering, automotive, hardware, home durables, furnishing industries.

🔩MFL has a complete in-house manufacturing facility, including testing, pickling, and annealing. With three plants in Ghaziabad spanning 12,500 square yards, the company has a total annual steel manufacturing capacity of 50,000 mt.

Products

Product Mix
🔩For FY2024, Management has guided revenue contribution of 15-20% from stainless steel, 5-6% from collated nails and the rest will be from carbon steel and alloys.

🔩The margins of stainless steel are around 20-25%, while carbon steel has 8-10% margins and alloy steel has 12-15% margins.

Revenue Mix
🔩Currently, 10-12% revenues come from the exports and they are targeting 25-30% next year


Portfolio Expansion
🔩The company recently ventured into Pneumatic collated nails, wire welded coil nails and induction tempered wire.
🔩They have been exporting nails since FY2021 and now they are aiming 95% export-oriented production for which they have a Pneumatic Nail plant with capacity of 250 TPM.

Margins

Clients
🔩MFL serves a broad clientele of over 500 clients including Hero Motocorp, Bajaj, Maruti, Honda, BMW, USHA, TTK, Prestige, Hawkins. Serving prominent auto manufacturers and diverse sectors in engineering and consumer goods.

IPO Analysis - Kaushalya Logistics Limited

#KaushalyalogisticsIPO #IPO #IPOAnalysis

Like and retweet for maximum reach!! 1. COMPANY OVERVIEW
🚚Kaushalya Logistics Limited started its journey in construction in 2007 and later diversified into providing logistic support to the cement industry in 2010.
🚚Today they are diversified into 3 businesses, that are logistics, E-commerce & commercial real estate.
🚚They are an integrated Logistics Clearing and Forwarding (C&F) services provider operating across 70 locations and aims to expand into other sub segments of logistics.
🚚The company has entered in commercial real estate business in order derisk and have steady income from rental properties

2. BUSINESS SEGMENTS
🚚In Logistics, they are operating as Clearing and Forwarding agents for major cement Companies like Dalmia Cement Bharat Limited. Their services include logistics, transport, railway clearing & rake handling, warehousing & distribution.
🚚In E-commerce, The are working with major suppliers of Electronic and White Goods and has entered agreements with Authorised distributors and purchases the products on best pricing on bulk purchases with best of discounts.
🚚In Commercial real estate, The Company owns 18 shops in the Commercial Project in Udaipur which have been rented out to leading brands such as Starbucks, Allen Solly, Van Heusen, etc. They are aiming to expand their presence in this business.

3. REVENUE MIX

IPO Analysis - Motisons Jewellers 💍💍

#MotisonsIPO #IPO #IPOAnalysis

Like and retweet for maximum reach!! 1. COMPANY OVERVIEW
💍The company was started in 1997 with a jewellery store with 300 sq ft area. Today they have 4 retail stores located in Jaipur which sell jewellery made of gold, diamond, kundan, pearl, silver, platinum, precious, semi-precious stones and other metals.

Key highlights from the Q1 FY24 concall of Shankara Building Products🚽🚪

CMP - ₹788

Like and retweet for maximum reach!! 🛠The company’s total revenue increased by 36% from ₹833 Cr in previous year to ₹1132 Cr. However due to rise in steel prices, the EBITDA margins have fallen by 14 basis points resulting in an EBITDA margin of 3.04%.

Key highlights from the Q1 FY24 concall of Foods & Inns🥭🍅

CMP - ₹168

Like and retweet for maximum reach!! 🥭The major competitors of the company in the listed space are Jain Foods. In the unlisted space, their competitors are Capricorn, ABC Fruits, Gala Fruits and Exotic. Capricorn has recently been acquired by VM Foods post NCLT approval.

A short thread on Network People Services Technologies Limited – A micro cap fintech player focused on digital payment solutions📲💰

CMP – ₹1,261

Like and retweet for maximum reach!! 👉🏽Network People Services Technologies Limited (NPST) established in 2013 is a Fintech Company focusing on Digital Payment Solutions like UPI, IMPS, Mobile Banking & Wallets to Banks and Payment Companies

Key highlights from the Q1 FY24 concall of Saregama🎶🎵🎼

CMP - ₹400

Like and retweet for maximum reach!! 🎵They have received the approval from NCLT for the demerger of Digidrive Distributors Limited. The demerged entity will have the non-exclusive digital distribution rights for the Carvaan range of products, Open Media’s publication business and Saregama's other non core assets.

Key highlights from the Q1 FY24 concall of Garware Hi-Tech Films🚗🚗🔥

CMP - ₹1,358

Like and retweet for maximum reach!!🧵 🚘Though the IPD business division of the company is facing demand challenges, the shrink films and low oligomers segment under IPD have been stable in terms of value and volume. The company has commercialized Pearl float and Solid white shrink films after completing

Key highlights from the Q1 FY24 concall of Healthcare Global Enterprises🏥🏥

CMP - ₹370

Like and retweet for maximum reach!! 🏥They made an acquisition in Indore - the SRJ CBCC Hospital. It has a comprehensive cancer center, 50-bed facilities, and it is scalable up to 100 beds with facilities offering medical, surgical and radiation oncology. It's the largest private player and leader in Indore.

Key highlights from the Q1 FY24 concall of Deepak Nitrite🧪🧪

CMP - ₹2,292

Like and retweet for maximum reach!! 🧪The company recorded the highest production for some of their products in May 2023. The company was able to export key pharma and agro intermediates to China from the last 2 quarters despite the tough global situation.