🌟 Annapurna Swadisht Ltd🧵

A micro FMCG co. grabbing the opportunity left by the biggies🌟

Annapurna is rewriting the narrative in a saturated market with a whopping 72 SKUs—doubled from last year! 🌽🍰

📈 Strategic Expansion: They commenced operations in the northeastern markets of India, primarily in Bengal, Bihar, Jharkhand, Assam etc.

Now, they are gradually expanding towards East & North Rajasthan, Haryana, West & Central Uttar Pradesh, Delhi NCR,Madhya Pradesh, Uttarakhand, and more💪

#Affordable Robotics🤖
#Thread 🧵
In the latest Investor presentation they came out with revenue projections

Targeting ~5500crs of Rev. in next 5 years from ARAPL & ARAPL RaaS

They are the only listed robotics co. in India with M.cap of just ~500crs They are currently into three segments
1.Robotic Welding
2.Multi level parking
3.Warehouse Automation ⭐️

Earlier they were mainly into 1st two segments in which they were witnessing reasonable growth.

INSIDER TRADE ALERT:🚨

-NAHAR SPINNING
Promoter Bought 0.03%

-CENTRUM CAPITAL
Promoter Bought 10000 shares

-SOM DISTILLERIES
Promoter Bought 0.04%

-MORARKA FINANCE
Promoter Bought 0.04%

-Avonmore Capital
Promoter Bought 0.05%

-Haldyn Glass
Promoter Bought 0.02% -AMARJOTHI SPINNING
Promoter Bought 0.08%

-MACHINO PLASTICS
Promoter Bought 0.02%

-ALBERT DAVID
Promoter Bought 0.02%

-CONFIDENCE PETROLEUM
Promoter Bought 0.32%

-Asian Energy
Promoter Bought 0.13%

-ECO RECYCLING
Promoter Bought 1000 shares

INFLAME APPLIANCES 🍳

Updated Presentation uploaded today.

New facility to commence Final Production from 3rd April

🚀Total CHimney capacity now inc. to 6 lacs units p.a.

https://twitter.com/aditya942000/status/1631653217288466435

-Moving towards 100% in-house mfg.

-In future they will think about Major Facility in Western Region for Exports

- Inflame has almost zero dependence on China, sourcing only PCB switches from China

INSIDER TRADE ALERT:🚨

-WEST COAST PAPER
Promoter Bought 2000 shares

-BAJAJ HOLDINGS
Promoter Bought 4829 shares

-Ironwood Edu
Promoter Bought 0.65%

-NETLINK SOL
Promoter Bought 0.87%

-CREST VENTURES
Promoter Bought 0.07%

-SUNTECK REALTY
Promoter Bought 0.02% -JAI CORP
Promoter Bought 0.14%

-Haldyn Glass
Promoter Bought 0.01%

-AJANTA SOYA
Promoter Bought 0.27%

-PACIFIC INDUSTRIES
Promoter Bought 0.18%

-MASTEK
Promoter Bought 0.02%

-CRESTCHEM
Director Bought 0.02%

-NRB BEARINGS
Director Bought 0.05%

INSIDER TRADE ALERT:🚨

-L.G.BALA
Promoter Bought 0.05%

-CENTRUM CAPITAL
Promoter Bought 0.03%

-SOM DISTILLERIES
Promoter Bought 0.04%

-Ironwood Edu
Promoter Bought 0.39%

-NETLINK SOL
Promoter Bought 0.40%

-MORARKA FIN
Promoter Bought 0.05% -Avonmore Capital
Promoter Bought 0.05%

-SUNTECK REALTY
Promoter Bought 0.01%

-JAI CORP
Promoter Bought 0.02%

-Haldyn Glass
Promoter Bought 0.02%

-MACHINO PLASTICS
Promoter Bought 0.05%

-GUJARAT TERCE LAB
Promoter Bought 0.01%

-FILATEX INDIA
Promoter Bought 0.03%

INSIDER TRADE ALERT:🚨

-BAJAJ HOLDINGS
Promoter Bought 0.02%

-NCL IND
Director Bought 0.09%

-Avonmore Capital
Promoter Bought 0.01%

-Haldyn Glass
Promoter Bought 0.03%

-PACIFIC IND
Promoter Bought 0.16%

-GUJARAT TERCE
Promoter Bought 0.03% -Asian Energy
Promoter Bought 0.42%

-NRB BEARINGS
Promoter Bought 0.05%

-INDIA HOME LOAN
Promoter Bought 1900 shares

-VIJAY SOLVEX
Promoter Bought 0.11%

-RADHE DEVELOPERS
Promoter Bought 0.01%

-ALMONDZ GLOBAL
Promoter Bought 0.01%

What is 𝗥𝗔𝗠𝗠𝗜𝗡𝗚 𝗠𝗔𝗦𝗦❓

👉It is a material created by mixing powder and granules sourced from crushing of quartz stone & boron oxide.

😕So, it is used?
It is actually used inside Induction Furnaces as a lining of the furnace. 🌋These lining are designed to withstand very high temperatures (>1,200°C) without effecting the molten metal inside.

🚧In a way it acts as a thermal barrier btw the hot metal & the wall of the furnace.

It is majorly used in Induction furnaces for mfg. of Steel.

INSIDER TRADE ALERT:🚨

-KAKATIYA CEMENT
Promoter Bought 0.01%

-L.G.BALA
Promoter Bought 0.06%

-MUKAND
Promoter Bought 0.02%

-NCL IND
Promoter Bought 0.05%

-Avonmore Capital
Promoter Bought 0.02%

-SUNTECK REALTY
Promoter Bought 0.01%

-JAI CORP
Promoter Bought 0.03% Haldyn Glass
Promoter bought 0.04%

-MACHINO PLASTICS
Promoter bought 161 shares

-PACIFIC IND
Promoter bought 0.04%

-GUJARAT TERCE
Promoter bought 0.10%

-BANARAS BEADS
Promoter bought 0.14%

-Asian Energy
Promoter bought 0.29%

-ORIENT BELL
Promoter bought 0.02%

#𝐈𝐍𝐅𝐋𝐀𝐌𝐄

🥘Kitchen Chimneys r becoming a necessity day by day

🧑‍🍳All the modern kitchens nowadays hv Chimneys due to their functionality & aesthetics.

📖So today we will be reading about India's largest Kitchen Chimney mfg. Co

🇨🇳Which is getting benefited due to CHINA+1 Firstly lets have a look on how the co evolved over a period of time.👇

🧑‍💼Mr. Aditya Kaushik and Mr. Dinesh Kaushik in the year 2015 took over a partnership firm which was into mfg. of Automobile parts.

And later started operations in order to sell Gas stoves to OMCs under

INSIDER TRADE ALERT:🚨

-DIAMINES & CHEMICALS
Promoter Bought 0.07%

-NCL IND
Promoter Bought 1000 shares

-BLISS GVS
Promoter Bought 1000 shares

-DEEPAK NITRITE
Promoter Bought 0.01%

-Avonmore Capital
Promoter Bought 1156 shares

-YASH MANAGEMENT
Promoter Bought 0.03% -COCHIN MINERALS
Promoter Bought 0.07%

-AMARJOTHI SPINNING
Promoter Bought 0.07%

-MACHINO PLASTICS
Promoter Bought 0.06%

-MARKSANS PHARMA
Promoter Bought 0.02%

-CRESTCHEM
Promoter Bought 0.06%

-WIM PLAST
Promoter Bought 0.14%

-NICCO PARKS
Promoter Bought 0.02%

#Best Agro Life

👨‍💼Appointed new MD
Mr. Pramod Narayan Karlekar

👍He has been associated with many reputed co's like Rallis India, Atul Ltd, Deepak Nitrite etc. Have been launching new and Innovative products.

🧵On A Small Cap Textile Co.
M.cap- 827crs

#Textiles sector has been in the news for quite a while now, as this sector is seeing many tailwinds one after the another, be it –

-Trade wars
-Scouting for sourcing from more than one
-country due to pandemic -Ban on imports from China's Xinjiang region

-Various reforms & push from the local Govt. to reach aspirational target of $100bn of textile exports within 5 years from current $44bn.

-Several incentives such as RoSCTL,MITRA, PLI and signing of new FTAs hv added fuel to d fire

🧵Oberoi Realty Vs Sunteck Realty

‼️Since real estate is d talk of d town, so let’s compare d 2 nearest competitors in d MMR market.

Both have
-minimum debt

-no CG issue

-clean and reputed promoters

@pd_log @nid_rockz @SwarnashishC @AnishA_Moonka @mmvRavindra 👉So, Oberoi Realty is already a reputed brand name in MMR market.

It is into mid & luxury segment along with a commercial portfolio which provides it consistent rental rev.

How Ethanol Policy changed the fortunes of GLOBUS SPIRITS❓

👉So, Globus spirits is one of the largest grain based distillers in India.
👉They sell country liquor in the markets of Rajasthan ,Haryana,West Bengal and Delhi.
Have 30% mkt share in Rajasthan in IMIL segment. 👉They enjoy around 30%+ Ebitda margins in IMIL segment (earlier they were 20%+)
👉So, the co. decided to enter Bihar market and set up a distillery there.

👉And when all the capex was completed,they faced a huge setback from the state govt.

🧵Route Mobile - Routing Messages to your Mobile📶

Just a brief thread on what Route Mobile does & what the future holds for it?

Scroll down👇 📲Route Mobile Ltd (RM) provides cloud-communication platform as a service (CPaaS) to enterprises, over-the-top (OTT) players & mobile network operators (MNOs).

Confused❓

👉So what they basically do is that they act as an intermediary between enterprise & their customers.

#Butterfly GANDHIMATI APPLIANCESThe co.

A small thread on how Co. hv changed over last few years🧵

👉With new & young mgt. they r aggressive in capturing market share

&

results r already visible.

@pd_log @mmvRavindra @SwarnashishC @AnishA_Moonka

https://twitter.com/Nigel__DSouza/status/1348477745567682560?s=20

👉Online sales contribute 20%+ of total Rev.

👉Co's products r bestsellers on FLIPKART

👉If u search for mixer grinder than on the very 1st glimpse you will notice 'BESTSELLER' bagde on Butterfly Rapid Mixer grinder

#FINEORGANICS -VERY FINE CHEM. CO.

FOIL is in d oleo chem based additives buss with majority of additives sales coming from food (30%) & plastic(40%) segm. together contributing 70% to d overall revenues & rest being contri. by additives like paints, rubber, cosmetics etc. Founded in 1970, by Mr. Ramesh Shah, a Mumbai-based businessman wid experience in chem. trading and Mr. Prakash Kamat, a skilled technocrat from Institution of Chemical Technology.

Promoter hold 75% stake & only 3.48% (10.65 lacs shares) r available for Retail shareholders.

Adi-Finechem #FAIRCHEM

-Adi Finechem Ltd. Founded in 1985 by Shri R.Harivallabhdas and Shri Nahoosh J Jariwala.

-It is engaged in mfg of Oleochemicals & Neutraceuticals.

-They operate through only one plant in SANAND,AHMEDAAHMEDABAD,GUJARAT. - With the capacity of 72K MT inc. from 45K MT up 60% from 2016.

-The plant has one of the largest processing capacities for natural soft oil-based fatty acids in India.

-Their main products are
i) OLEOCHEMS-dimer, monomer, linoleic acid etc.

LAURAS LABS Q1FY21: Marvellous no's
-Operating Leverage comes into play
-Margins aided by Backward Integration👍
-Finance cost ⬇️
-PAT 11x🚀
-Rev. +77%
- Ebitda Marg.- 29.29% vs 15%
-Pat Marg. 17.63% vs 2.74%

ROCE-32.3% ROE-37% (ANNUALIZED) Co. has successfully derisked its business from mainly an ARV API co. to diff segments.

#LAURUS LABS
-A HYDERABAD based pharma co. having presence in 4 VERTICALS - API’S, GENERIC–FDF(fixed dosage formulations), Synthesis and Ingredients.
- founded by Dr. Satyanarayana Chava (CEO) around 2007
- R&D spend 5.7% of Rev.
-750+ scientists and 50+ PHDs -Carries out its operations through 6 plants – all USFDA approved except UNIT-5 (CDMO) which is a dedicated Hormone and Steroid facility for ASPEN PHARMA.
- Total capacity 3615 KL, 751 reactors and 5 billion tablet capacity
-65% is export revenue and 35% is domestic revenue