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Stock Markets Enthusiast | Technofunda Investor | On my quest of finding the next Multibaggers & Big Wealth Creators using Fundamental Analysis.
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Apr 3 7 tweets 3 min read
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INDIABULLS REAL ESTATE - Real Estate Multibagger
A detailed thread🧵

Incorporated in 2006 with focus on construction and development of residential, commercial and SEZ projects across major Indian metros

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▪️Co has a massive Land Bank of 3226 Acres. This land bank if fully paid and acquired dirt cheap at just 443cr
▪️Entire land bank is unused and has a huge development potential
▪️Co has 624cr cash on Balance sheet
▪️Gross Debt of 171cr
▪️Net Surplus stands at 7262cr
▪️Unsold Inventory of 11908cr (Mkt cap just 6900cr)Image
Jan 23 8 tweets 2 min read
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RAMKY INFRA LTD - New Crown of INFRA
🧵A detailed thread on a Highly UNDERVALUED Dark Horse of INFRA sector

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▪️Mkt cap - 5500cr
▪️Promoter Holding - 70%
▪️ROCE - 15.8%
▪️ROE - 8.8%
▪️Cash Eq - 504cr
▪️Book Value - 234
▪️Reserves - 1552cr
▪️Equity - 69cr

Co is engaged in the business of construction, infrastructure development and management
Oct 21, 2023 9 tweets 3 min read
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JSW ENERGY - Blockbuster Performance
Co has reported one of its best ever Financials during Q2FY24
▪️Revenue at 3387cr vs 3013cr (+12.4% QoQ) vs 2596cr (+30.5% YoY)
▪️EBITDA at 2008cr vs 1098cr (+83% QoQ) vs 1111cr (+81% YoY)
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▪️EBITDA margin at 59% vs 42% (+1700bps QoQ) vs 36% (+2300bps YoY)
▪️PAT at 857cr vs 290cr (+196% QoQ) vs 456cr (+88% YoY)
▪️EPS of 5.17 vs 1.76 (+194% QoQ) vs 2.84 (+82% YoY)

⚡️Company reported highest ever quarterly EBITDA
⚡️Cash PAT surged by 73% YoY to 1180cr Image
Oct 11, 2023 10 tweets 3 min read
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Spectrum Talent - For Spectacular Returns
▪Market Cap - 300cr
▪ROCE - 46.5%
▪ROE - 66.2%
▪Promoter Holding - 73.7%
▪Debt Free Co

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⚡️Company Profile
👉Spectrum is a talent management, deployment & HR services co, involved in the entire talent recruitment & deployment life cycle.
👉Offers range of services for talent management, general staffing, IT staff augmentation, RPO, apprenticeship solutions etc Image
Sep 30, 2023 14 tweets 3 min read
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SKY GOLD LTD - A Golden Investment Opportunity
▪Mkt cap - 350cr
▪Promoter holding - 73.6%
▪ROE - 21.3%
▪ROCE - 17.5%

🧵A Detailed Thread on a Potential MULTIBAGGER

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▪Sky Gold is engaged in the business of designing, manufacturing & marketing of Gold jewelleries
▪Co mainly deals in 22 Karat gold jewellery offering a wide variety of designs
▪Clients include Big names like Malabar Gold, Joyalukkas, GRT Jewellers, Kalyan Jewellers etc Image
Feb 18, 2023 11 tweets 3 min read
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ARROW GREENTECH - A Multibagger in the making

A detailed 🧵on a Unique Co having Massive Potential for Growth
▫Mkt cap - 285cr
▫Promoter - 69%
▫DEBT FREE Co

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Arrow Greentech Limited is engaged in the business of developing biodegradable (green) products and high-tech products.
Green Products:
▫Water Soluble Films ▫BioCompostable Products
Hightech Products:
▫Anti-Counterfeit Products  ▫IPRs
Dec 5, 2022 14 tweets 3 min read
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Indiabulls Real Estate

A detailed🧵on a Deeply Undervalued Real Estate Play & The IBReal-EMBASSY Merger

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▪The Co. has a presence in residential real estate development from Affordable to Premium & Uber-luxury space.
▪It mainly focuses on the construction & development of residential, commercial and SEZ projects across the Indian metro cities.
Aug 13, 2022 42 tweets 8 min read
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GMR Power & Urban Infra Ltd

A detailed 🧵on a Potential MULTIBAGGER from the Power & Infra Sector

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GMR Power & Urban Infra Limited (GPUIL), holds expertise in the sectors of Energy, Urban Infrastructure & Transportation. Urbanization has given the country rapid growth and contributing towards this growth, GMR Group ventured into this business sector.
Mar 5, 2022 18 tweets 4 min read
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SPML Infra - A MULTIBAGGER in the making

A Detailed Thread on India's Leading Water Infra Co

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Mkt cap - 190cr
Book Value - 76
P/B - 0.67x

▫️SPML Infra Limited is a leading Infrastructure Development company with over 40 years experience in the public as well as private sector.
Jan 3, 2022 16 tweets 3 min read
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JSW Ispat Special Products Ltd (JSWISPL) - A Strong Rerating Candidate

A Detailed Thread🧵

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JSWISPL is engaged in manufacturing and marketing of sponge iron, steel & ferro alloys, billets & pellets
Co has upgraded its production process from commodity steel to special steel products catering to needs of seamless pipe industries, automobile & high-speed rail steel
Jan 1, 2022 12 tweets 3 min read
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KP Energy Ltd - A New Dawn
India's only listed profit making wind energy sector company.

A Detailed Thread 🧵on the Cheapest Wind Energy Stock in India

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KP Energy provides complete solutions from concept till completion of project lifecycle of Wind Project
Co provides complete turnkey solutions including on BOT basis for wind energy clients which includes all the processes from Site Identification to Capacity Installation
Dec 21, 2021 17 tweets 3 min read
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BCL Industries Ltd - The Big Ethanol Story
ROE ~18%
ROCE ~17%
Promoter Holding - 61.4%

A detailed 🧵on the Big Ethanol Play

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BCL Industries is a diversified business house with business interest spread across the variety of industries namely Edible Oil & Vanaspati, Distilleries & Real Estate
One of the largest edible oil manufacturers in North India having a capacity 1,020 tons per day
Dec 12, 2021 13 tweets 3 min read
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Sandur Manganese - The Diamond of the Mining Industry

A detailed thread 🧵 on the Largest & Cheapest Pvt Manganese Ore miner in India available at Unbelievably Cheap Valuations

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#investing #mining #Markets (2/n) Strong Fundamentals
Mkt cap - 1745cr
Book Value - 1460
P/E ~2.6x (Annualized Basis)
P/B ~1.3x
ROCE ~21%
ROE ~17%
Promoter Holding - 73.2%
Asset-light, high ROCE
High OPM, high operating-leverage
Yielding good Cash Flow from Operations
Aug 24, 2021 10 tweets 2 min read
Dynamic Cables ~ A Multibagger in the making?
CMP - 62
Mkt Cap - 136cr
Promoter holding - 74%

Read the detailed thread below (1/9) Co has delivered very good operational performance during past 2 quarters
Q4FY21 PAT of 5.34cr with an EPS of 2.43
Q1FY22 PAT of 5.47cr with an EPS of 2.48
Since its IPO in late 2017, co has shown tremendous growth and further strengthened their Balance Sheet
Aug 1, 2021 10 tweets 2 min read
Andhra Petrochemicals Ltd - Why will it be a BIG Wealth Creator.
Read the detailed thread below (1/9)APL is the sole producer of Oxo Alcohol in India with a manufacturing capacity of 80000 MTPA The product mix includes 2EH, NBA & Isobutanol. Strategically located next to HPCL Refinery since the feedstock for Oxo Alcohol is made available by HPCL leading to cost efficiencies