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Feb 14 17 tweets 4 min read
IPO Analysis - Thai Casting Limited

#ThaicastingIPO #IPO #IPOAnalysis

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• 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.
Jan 17 4 tweets 3 min read
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.Image 4. FINANCIALSImage
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Jan 12 4 tweets 4 min read
🔩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 yearImage
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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.Image
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Dec 28, 2023 6 tweets 4 min read
IPO Analysis - Kaushalya Logistics Limited

#KaushalyalogisticsIPO #IPO #IPOAnalysis

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🚚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 MIXImage
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Dec 18, 2023 11 tweets 3 min read
IPO Analysis - Motisons Jewellers 💍💍

#MotisonsIPO #IPO #IPOAnalysis

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💍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.
Sep 13, 2023 13 tweets 2 min read
Key highlights from the Q1 FY24 concall of Shankara Building Products🚽🚪

CMP - ₹788

Like and retweet for maximum reach!! Image 🛠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%.
Sep 12, 2023 16 tweets 3 min read
Key highlights from the Q1 FY24 concall of Foods & Inns🥭🍅

CMP - ₹168

Like and retweet for maximum reach!! Image 🥭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.
Sep 11, 2023 11 tweets 2 min read
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!! Image 👉🏽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
Sep 9, 2023 21 tweets 4 min read
Key highlights from the Q1 FY24 concall of Saregama🎶🎵🎼

CMP - ₹400

Like and retweet for maximum reach!! Image 🎵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.
Sep 8, 2023 20 tweets 3 min read
Key highlights from the Q1 FY24 concall of Garware Hi-Tech Films🚗🚗🔥

CMP - ₹1,358

Like and retweet for maximum reach!!🧵 Image 🚘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
Sep 7, 2023 15 tweets 3 min read
Key highlights from the Q1 FY24 concall of Healthcare Global Enterprises🏥🏥

CMP - ₹370

Like and retweet for maximum reach!! Image 🏥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.
Sep 6, 2023 16 tweets 3 min read
Key highlights from the Q1 FY24 concall of Deepak Nitrite🧪🧪

CMP - ₹2,292

Like and retweet for maximum reach!! Image 🧪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.
Sep 5, 2023 12 tweets 2 min read
Key highlights from the Q1 FY24 concall of PSP Project🏗

CMP - ₹818

Like and retweet for maximum reach!! Image 🏗The Order Book stood at ₹5,321 Cr (15% Growth YoY). Government projects comprise of 55% and Industrial, Residential and Institutional comprise of the remaining 45%

🏗The Surat Diamond Bourse won the title of “The World’s Largest Office Building”, bigger than the Pentagon.
Sep 4, 2023 24 tweets 5 min read
Detailed Analysis of Uniparts India

CMP - ₹635

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🚜Uniparts India Ltd manufactures 3-Point linkage system, assemblies, precision machined parts (PMP), power take-off (PTO) components, forgings as well as hydraulic cylinder solutions that are primarily used in tractors and off-highway vehicles.
Aug 31, 2023 13 tweets 3 min read
Key highlights from Pricol Ltd Q1 FY24 concall🛵

CMP - ₹339

Like and retweet for maximum reach!!📢 Image 🏍️Pricol will be investing in modernisation and premiumisation to meet the growing needs of customers and the changing needs of the business for next few quarters.
Aug 30, 2023 11 tweets 3 min read
Key highlights from Fiem Industries Q1 FY24 concall🏍️

CMP - ₹1925

Like and retweet for maximum reach!! Image 🛵The company is working with Hero MotoCorp on several new projects.

🛵In Q1FY24, Hero MotoCorp and Harley Davidson together launched their bike X440 which has received a positive response. The company has started the supply of LED head lamp and tail lamp for this model.
Aug 29, 2023 17 tweets 4 min read
Detailed Analysis of Maiden Forgings - A recently listed micro cap stock with the potential to grow margins📈

CMP - ₹104

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🔩Maiden forgings was established in 2005 and manufactures steel bright bars, wires, profiles, collated pneumatic nails, and ground bars.
🔩These products find its end use in industries such as engineering, automotive, hardware, home durables, furnishing industries.
Aug 28, 2023 14 tweets 2 min read
Key highlights from Sarthak Metals Q1 FY24 concall🔗

CMP - ₹252

Like and retweet for maximum reach!!🧵 Image 🔩Companies revenues have declined due to their focus on profitability and they choose to give up a few orders. They believe they are not losing the market share as the volumes in cored wire took a hit due to a very sluggish international market.
Aug 26, 2023 8 tweets 2 min read
Key highlights from Zim Laboratories Q1 FY24 concall💊

CMP - ₹124

Like and retweet for maximum reach!!🧵 Image 💊The business faced headwinds during the quarter, mainly from a drop in exports of nutraceutical products in ROW markets. There is a shortage of US currency in a lot of the markets and the company has decided to not ship the product until they receive the advance.
Aug 24, 2023 17 tweets 3 min read
Key highlights from the Q1 FY24 concall of Poly Medicure💉💉

CMP - ₹1,410

Like and retweet for maximum reach!!🧵 Image 💉Revenue for the quarter was at ₹320.8 Cr (28.9% growth) YoY. EBITDA Margin for the quarter was at 27.2% for the quarter which is up 851 bps YoY. PAT Margin was at 19.5% which was up 871 bps YoY.
Aug 23, 2023 24 tweets 5 min read
Garware Hi-Tech Film’s Stock has rallied more than 18% over the past 3 days despite having a flat result.📈📈

In this thread, let us take a look at why this stock is on the uptrend while the broader industry is falling.

Like and retweet for maximum reach!!🧵 Image 1. BUSINESS SEGMENTS
• The company has two main business verticals:
a) Industrial Product Division(IPD)
b) Consumer Product Division(CPD)