To sell clothing, apparel and menswear you need not understand fast fashion. All you need to know is some important data and viola! You have cracked the code.

Recently I deep dived a small company which is a proxy play on e-commerce giant Myntra's growth and is designing, manufacturing and doing inventory for them.

Let's understand how Thomas Scott is using Myntra's raw data and scraping it out to ace the game of fast fashion. A long thread ahead 🧵 Thomas Scott is fairly old in the business of manufacturing and retailing menswear and it was demerged from Bang Overseas limited.

However things took an interesting turn when Vedant Bang, a 27 year old chap took the center stage and transformed Thomas Scott from a traditional apparel manufacturer into a vertically integrated tech enabled online fashion retailer.

'Spoken words fly away, written words stay.'
Hello all. As we end the FY24 result season, with so many companies doing concalls, I am trying to compile the guidance given by them for next year(s) to help everyone understand the forward valuations of these companies and to see if the management walks the talk.
Do help me in this compilation by adding the companies you track in the comment 👇🏼
A long thread 🧵 1. Vasa Denticity (Dentalkart):

Guidance for FY25, Topline growth 70-75% and EBITDA margins may improve further from FY24 levels. Long term guidance of 800-1200cr topline by FY26.

A thread on the conference call summaries I covered for Q4FY24 👇🏼 1. PNGS Gargi

https://x.com/caswapnilkabra/status/1786375527110230137?t=zNbD20AUtaJ4RnaCo0CbpQ&s=08

A thread on Shree OSFM 🧵 covering details via its investor presentation and also the concall highlights:
👉Company has 2500+ vehicles and 3500+ drivers. The business is asset light as company owns just 222 vehicles, which is just 8% of the total fleet.
👉Company is present in Mumbai, Pune, Delhi, Hyderabad, Bangalore, Chennai, Kolkata. About the management:
👉Nitin Shanbhag sir is the Chairman and WTD. He is primarily responsible for Sales team and accounts management. He is the most experienced one in the team.
👉R.C.Patil sir is the MD responsible for the creation of vendor pool via networking.

A microcap bearing company, with 30% plus EBITDA margins that is doing 4x capex in upcoming two years deserves to be studied.
In this thread I will try to deep dive 'SKP Bearing Industries Limited' to understand the triggers that lie ahead 🧵 First things first, the idea to study this business was generated by @PrathameshHirv3 . So, all due credits to him.

Let us discuss about the promoters. SKP was incorporated in 1991 as a partnership firm and in January 2022, it transformed into a Limited company.

Mr. Shrikand Kamlakar Palshikar and Mrs. Sangita Shrikand Palshikar lead the operations of SKP.

Last month I deep dived a microcap gem which is into fast moving artificial fashion jewellery and has a legacy of 190 years!
A long thread ahead 🧵 Gargi by PNGS is the new venture promoted by the promoters of PNG and Sons Limited, which has been a go to brand in Maharashtra since 190 years.

Gargi deals in 92.5% certified sterling silver jewellery and brass jewellery, idols and other silverware and related gift items.

You are bored and you start scrolling endlessly shorts content on Youtube. It is the time you realize how addictive it is!

No wonder Youtube is promoting this left, right and center. How can this be a wonderful opportunity for companies like Tips Industries, let's dive in🧵 Tips Industries get its 50% topline from Youtube. Hence, the growth in the Youtube views is bound to aid company in doing better.

In FY23, its Youtube views stood at whopping 112.7 Bn. This was at just 59.6 Bn in FY22. A solid growth of more than 100%.

As we near the March end, I thought of sharing a detailed thread on tax planning in case of equity shares.
I tried to keep things as simple and lucid as they can get.
Keep a popcorn tub ready. Read on and bookmark for further use 🧵🔖👇 Before we move ahead, (1/n)

RBI hikes repo rate today to 6.5%.
If you are wondering what repo rate is then here's an extensive yet super simple thread to understand the role of @RBI and how it uses 'Repo Rate' and 'Reverse Repo Rate' 👇🧵 Let us first understand the role of the Reserve Bank of India in managing the Indian economy.

There are two major elements of the Indian economy.
🔸The Businesses
🔸The Households

Huge shout out to the entire twitter community for saving a life.
I raised approximately 13 lakh last year in August for my sister in law as she had to undergo a liver transplant.
On 4th February 2023 her surgery was successfully done at KIMS, Hyderabad❤️

https://twitter.com/caswapnilkabra/status/1557598991650803712

I'm attaching the receipt here for reference. The funds raised have been successfully applied 🙏

I studied a small company in the travel gear segment that aspires to grow not just YoY but also QoQ.
It is targeting a CAGR of 30-35% over the next 5 years. Here’s a thread to understand its fundamentals 🧵 Let us first understand the products of Brand Concepts. The company sells
👉Backpacks
👉Luggage,
👉Handbags, clutches, wallets
👉Small Leather Goods

If the ethanol blending with diesel using binder turns out successfully and government supports this, then it can literally double the ethanol demand with snap of a finger.
One of the many optionalities of Praj.

D: Invested.

https://twitter.com/ValueEducator/status/1518583114280235013

Ethanol blending with diesel is not biodiesel.
Ethanol does not mix easily with diesel and Praj is therefore developing a binder to make this work.
With the R & D capabilities Praj has, this is not a distant dream for them.

How the 'Lollapalooza Effect' is playing in favour of Rajratan Global Wire?

1. The import of tyres in India has been restricted. Which is positive for Indian tyre makers.
2. The exports of tyre from India have been consistently increasing. 3. Rajratan's bead wire is of top notch quality and the pricing is competitive. They are cheaper than Chinese counterparts.
4. Capex announced at the perfect time. Thailand and Chennai capex is done when there is clarity of demand from tyre players.

Work hard in silence; let success make the noise. Suits aptly to ‘Praj Industries Limited’.
‘Ethanol’ is a megatrend and ‘Praj’ is a proxy play on the entire ethanol story.
Let us deep dive and understand the R & D behemoth that Praj is! A thread 🧵👇 Burning of stubble is one of the biggest reasons why residents of Delhi complain of breathing problems!
How about there is a solution to this?
How about the stubble is brought to use and a usable fuel is made out of this waste?
Sounds like an amazing plan, doesn’t it? (1/n)

A small thread to gather my thoughts on the recent developments in telecom sector and how it can potentially impact the listed entities.
(Personal opinions ahead! 😬) 👇🏻 So, Vodafone Idea decided to avail the 4 year moratorium for the AGR and the spectrum instalment dues it owes to the govt.
But, on the interest amount of 4 years (NPV) on this, VI will now be converting approximately ₹16000 crores into equity at ₹ 10 per share. (1/n)

A thread to understand the future of Rajratan Global Wire, a niche gem manufacturing bead wires that goes into tyres. 👇🧵 Let us do some crystal ball gazing. What would be the future of automobile in India in the next 10 years? (1/n)

Imagine asking Alexa: How far is the airport? And she answers 10 kms from here according to 'MapmyIndia'. And the map company gets rewarded for every such API transaction!
Let’s deep dive and understand what makes MapmyIndia (CE Info systems) so special. A thread 🧵👇 The company was started in 1995 by Mr. Rakesh Verma and Mrs. Rashmi Verma, much before Google maps became a thing!
It has more than 2000 customers which includes the likes of Apple, PhonePe, Hyndai, MG Hector, Airtel, Flipkart, McDonalds, HDFC Bank, ISRO. (1/n)

A thread to understand the business of Globus Spirits Ltd. and what can drive growth for this stock in future.
🧵👇 Globus Spirits Limited, established in 1992 has two major segments: Manufacturing and Consumer. These segments respectively contribute 55% and 45% to the topline. (1/n)

Takeaways from the recent interview of Mr. Sunil Chordia of Rajratan Global Wire with ICICI direct. A thread 👇🏻🧵

https://twitter.com/caswapnilkabra/status/1430788346712711170

Q-2 for Rajratan Global Wire is going to be much better than Q-1 this year as there were lockdown in certain parts of India as well as Thailand during Q-1.
Mind you, Q-1 this year was the best quarter ever for the company. (1/n)

Some interesting pointers to understand few misunderstood stuff revolving around Ethanol and all the verticals Praj Industries is into. All of these were answered by Mr. Shishir Joshipura of Praj Industries.
Do retweet for maximum reach. 👇🧵 1. Electric Vehicles vs Biofuels:
👉For Electric vehicles the entire ecosystem needs to be built whereas for biofuels we just need to change the fuel from crude oil to something like Ethanol (blending).

Takeaways from Mr. Sunil Chordia's recent interaction with B & K securities. 🧵👇
Do retweet for maximum reach.

https://twitter.com/caswapnilkabra/status/1417776071114588160

1. On Market Share:
Rajratan is having market share of 50% or more for bead wire with major tyre players like Ceat, BKT, MRF, Apollo.
It is approved with all the tyre companies. It is also a strategic supplier to ceat.