Aditya Mehta Profile picture
Learning machine!!
Apurva Profile picture Manoj Profile picture AKSHAY CHANGEDIA Profile picture Rahul Bhardwaj Profile picture 5 added to My Authors
Aug 31 6 tweets 2 min read
#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.
Mar 23 35 tweets 13 min read
🧵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
Sep 30, 2021 34 tweets 9 min read
🧵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.
Jun 26, 2021 15 tweets 5 min read
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.
Jun 15, 2021 22 tweets 5 min read
🧵Route Mobile - Routing Messages to your Mobile📶

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

Scroll down👇 Image 📲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.
Jan 11, 2021 19 tweets 6 min read
#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

Image 👉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 Image
Sep 11, 2020 23 tweets 6 min read
#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.
Aug 15, 2020 21 tweets 5 min read
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.
Jul 30, 2020 5 tweets 2 min read
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.
Jul 29, 2020 24 tweets 7 min read
#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 REVENUE BREAKUP In Rs.Mn
Jul 6, 2020 11 tweets 3 min read
#NEULANDLABS
- 30years old co. engaged in R&D, mfg & marketing of bulk drugs, intermediates and custom synthesis of APIs (CMS)
- Cleared 15 USFDA audit without failure.
- 93% of revenues through regulated markets
-3 Mfg Sites Total capacity - 729 Kilo Ltr -Unit 3 (197KL) was acquired 2017 for about Rs.100cr & it was largely funded through debt.
-Unit 3 still hasn't contributed to the rev. & it is expected to contribute in FY21

-Business is divided into 2 main segments
1.GENERIC DRUG SUBSTANCE
2.Custom Manufacturing Solutions (CMS revenue by verticals
Jun 24, 2020 21 tweets 5 min read
#Fairchem
A specialty chemical co. into mfg of AROMA CHEMICALS, NUTRACEUTICALS & OLEOCHEMICALS.
-Its parent co. Fairfax Holding owned by Billionaire Investor PREM WATSA.

- Fairchem came into exitence in after FAIRFAX INDIA HOLDINGS acquired 45% stake in Adi Finechem in 2015. & later in 2016 it acquired 51% in Privi Organics & merged the two as a result Co. was renamed as FAIRCHEM SPECIALTY LTD.

- ADI n PRIVI r stil managed by the same promoters n they still hold stake in Co.
- Although Fairchem is 1 entity but there are two business running under it