#Moldtekpackeging

Small Cap Consistent Compounder ?

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CMP - ₹ 900 1. Company Overview
Mold-tek packaging is established in 1985 and it is one of the leading player in the rigid packaging industry in India

Mold-tek was the first company in India to launch
In Mould Labelling (IML) technology in FY 2011

Detailed 🧵 on #SakarHealthcare - Micro Cap which is doing Huge Capex for Oncology Drugs 💊💊

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CMP - ₹ 233 Company Overview:

Sakar Healthcare is a pharmaceutical company incorporated in 2004. They do contract manufacturing majorly for sterile drugs and they also export to various emerging markets under their own brands.

#SuvenPharma Q2 23 Concall Highlights

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1. De-growth in CRAMS and growth in specialty chemicals division.

2. Having better visibility now. Getting understanding from innovators that next year will be a normal year 3. 3. Suven pharma business should be looked at Year on Year and not qtr to qtr due to change in product mix and CRAMS orders can have Qtr to Qtr Volatility

4. For complete year EBITDA margins guidance of 40% + is intact

#RACLGeartech Business Model 🧵🧵

CMP - ₹ 613

Like & Retweet for better reach ! 1. About Company
Raunaq Automotive Components Limited(RACL) was incorporated in 1983 and is engaged in manufacturing transmission gears and shafts for automotive and industrial applications.

Net Profit vs Cash Flow from operations (CFO) - What is more important?

A short thread with examples

Like & Retweet for better reach ! 1. Net income is the profit a company has earned for a period, while cash flow from operations measures the cash going in and out during a company's day-to-day operations i.e., the cash which is generated through its core business.

Detailed Thread on Mold-Tek Packaging Business Model

CMP - ₹ 933

Like & Retweet for better reach ! Company Information

1. Mold tek Packaging is Established in the year 1985, It is one of the leading players in Rigid Plastic Packaging.

2. Mold tek is the first company to launch In Mould Labelling (IML) in India in FY11

We use a lot of tools to study companies.

Today, let us take a look at one of the most important tools to study competition in an industry that is taught in all business schools - Porter’s 5 forces.

Like & Retweet for better reach ! The 5 forces model was first introduced by Michael Porter in 1979.

It consists of 5 forces -
Threat of new entrants
Threat of substitutes
Bargaining power of suppliers
Bargaining power of customers
Rivalry among existing competitors.

#Saregama Q2 23 Concall Highlights 🎵🎵

Like & Retweet for better reach ! 1. Companies which hold large IP will have huge advantage in long term

2. Highest qtrly revenues from music segment

3. Not only going to focus on Hindi but will be taking good market share in all languages

How to interpret the cash conversion cycle?

A short thread 🧵🧵 with examples !!

Like & Retweet for better reach ! Before understanding cash conversion cycle we should understand what are inventory days, debtor days and payable days.

Firstly let's look at its formula and then will look at its interpretation.

A thread🧵🧵 on Margin Analysis !!

What are Gross margins, EBITDA margins, EBIT margins, PAT margins ?

Like and retweet for better reach ! Gross Margin :

How to calculate it?
Gross margin is calculated as Revenues minus the Cost of Goods Sold. This is a measure of how much money a business makes from selling goods after deducting all the costs associated with producing that good.

How to interpret Return on Capital Employed (ROCE)?

A short thread with examples !

Like and retweet for better reach ! 1. We all know that Return on Capital Employed (ROCE) is the measure of a company's operating profit divided by its capital employed. It basically tells us how efficiently a company generates its operating profit through the capital it has infused in the business.

#JubilantIngrevia Q2 23 Concall Highlights 🧪🧪

Like & Retweet for better reach ! 1. Speciality business revenues increased 63% while margins got impacted due to unavailability of contracted coal supply. Exploring alternative solutions for coal

#Granules Q2 23 Concall Highlights 💊💊

Like & retweet for better reach ! 1. Generated operational cash of 218 cr vs 181 cr in Q1 22

2. Free cash flow of 124 cr vs 98 cr in Q1 23

3. Completed the buy back with total cash outflow of 310 cr including taxes and other expenses

#Lauruslabs Q2 23 Concall Highlights 💊💊

Like & Retweet for better reach ! 1. FDF business segment was subdued in Q2 23 due to lower ARV formulation volumes and adverse pricing dynamics in API and formulations

2. Supply chain logistics slightly eased in this qtr, driving moderation in imported raw material prices

#Tipsindustries Q2 2023 Concall Highlights 🎵🎵

Like & Retweet for better reach ! 1. Released 228 New Songs, Highest qtrly songs release till Now.

2. 140 New films songs and 88 Non films songs.

3. Content cost increased to 17.2 (Q2 23) cr vs 7.6 cr ( Q2 22) and 7.6 cr ( Q1 23 ). In this qtr written off the cost of PS 1

#JubilantIngrevia vs #LaxmiOrganics 🧪🧪

A clash of organic vs inorganic growth strategies

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Like & Retweet for better reach ! About Jubilant Ingrevia

1. The company is a global provider of integrated life science products and innovative solutions that meet the highest quality standards to serve the pharmaceutical, nutrition, agrochemical, consumer and consumer goods industries

#JubilantIngrevia Q2 23 Update 🧪🧪

Like & retweet for better reach ! Segment wise highlights:

Speciality Chemicals :

1. The Specialty Chemicals Business revenue grew by 63% YoY, on account of better demand across all products within the segment.

How to interpret #ROE ( Return On Equity ) ?

Short Thread With Examples 🧵🧵

Like & retweet for better reach ! 1) We all know that Return on equity (ROE) is the measure of a company's net income divided by its shareholders' equity.

2)It basically tells us how efficiently a company is at converting its equity financing into profits.

A Short thread on management execution- A case study on #DeepakNitrite 🧪🧪

Like & Retweet for Better reach ! Example 1:

In Q4FY11 Concall, the management mentioned that the Dahej greenfield project (for
forward integration of DASDA) and some brownfield expansion in the Nandesari plant these
two projects will help the company to exceed Rs 1,000 crore revenues in the next
two years.

#TipsFilms Recently got demerged from Tips Industries as a separately listed films business 📽️📽️

Last week they conducted the 1st concall to discuss their business model.

Following are the highlights ⭐️⭐️

Like & Retweet for better reach ! 1. During FY 22 Reported revenues of 66.83 cr withe release of Movie "Bhoot Police" with PAT of 6.95 Cr. Actual profit was around 20 cr in which they had a partner for 40% of profit. Last year due to covid wave 2 tips films could not launch the films which affected the revenues.

How operating leverage plays out ? - A case study on #LaurusLabs 💊💊

Like & Retweet for better reach ! 1. Laurus Labs has been one of the most talked about stocks lately. They have been able to compound their sales at 21% and their profits at 34% over the past 5 years. Meanwhile, the stock has given a return of 36% CAGR over the past 5 years