Report on #CDMO business opp. for #Neuland #Bluejet #Aartipharm #AmiOrganics

Growth triggers, Capex, Mgt. outlook etc.

Impressive insights 🧵

Grok 🙌 great starting point for deep dives

"Its a CRIME to not learn how to use these tools"

≠ Buy/Sell 📞 Edu purpose only

1/6 2/6

Play w/ prompts, throw in concall transcripts & ppts..voila !

Use of specific prompts like "add silent catalyst" "insights" could add great value to understand businesses.

#Turnaround
High level case study

Incredible transformation results in 20x returns in 1 year for this co.

Sales - more than doubled
OPM% from 3-4% to 12%
Interest exp - fell over a period due to deleveraging
PAT - from consistent loss to 600cr.

👍♻️🧵

1/ 2/ Huge Deleveraging:

Balance sheet transformations are some of the strongest signals of potential turnarounds

#Syrma #Kaynes #Dixon #PGEL

#EMS market is set to grow at +30% CAGR for at least next 5 years from ₹1,469Bn to ₹6,000Bn by FY27.

🧵 on some spl. business insights from Q3FY23 concall & other sources

@soicfinance @ishmohit1

1 can't miss this decadal opp.

Retweet♻️ & Like👍 There are 2 models that business generally follow:

1. Low Value High Mix (LVHM) - eg. consumer
2. High Value Low Mix (HVLM) - eg. Industrial

This data suggests both type of businesses are set for long-term high growth.

#SJS

Interesting development: Partnered with #Foxconn in 2W EV

- Foxconn is a large key component supplier to many OEMs globally
- Focus is mass production
- Achieve economies of scale = cheaper production cost per unit
- Fully integrated solutions

So why is this imp ?🧵

1/10 2/

2021 news - Foxconn aims to build EV factories in Europe and India by 2024. Not sure if there has been any developments on ground but it gives an indication towards their ambition

asia.nikkei.com/Business/Techn…

#Specialsituation #Spinoff #Demerger #AARTIPHARM🧵

- Business overview
- Financials
- Valuations
- 1 year Concall highlights (Q1 FY22 to Q1FY23)

Took long to compile this
Retweet♻️ & Like👍

For wider reach
@soicfinance @itsTarH @Shubham_TLI @ValueEducator @Gautam__Baid

1/14 2/ Co. overview

Craftsman Automation

Diversifying Powertrain vertical: Interesting insights🧵

Sharing my notes on recent "Dr Axion India pvt." acquisition by #Craftsman

Buy price - ₹375 Cr
Axion FY21-22 Sales - ₹716 Cr
P/S - 0.5x

Adds >30% to the +₹2000 Cr Top line

Retweet♻️

1/n Powertrain vertical (Cylinder Heads is part of this segment) - 52% of total revenue

Leading player for:
- CV (#1 position) - 54% revenue
- Off highway - 20% revenue
- Tractors (among top 3-4 outsourced players) - 18% revenue

Whereas, PV is only 8% only

2/n

1/ Its been a while since I last posted🧵

But when your mentor asks you to read a business you oblige. Thanks @ishmohit1, please add your insights if you find any gaps.

#Taskus 🇺🇸 $TASK
"Outsourcing reimagined for the innovation age"
🔥60% Revenue CAGR over past 4 years 2/ Background: Founded in 2008 during recession by 2 high school best friends, Jasper Weir & Bryce Maddock

#Heranba Anti-Thesis (Regulatory Risk)

1/ Started reading about the co. since it has one of the best ROCE in the AgroChem Industry with decent margins and reasonably valued.

Although growth levers are in place one long term risk stood out for me. Here's a 🧵on it

#Agrochemical 2/ About the co. - Great export biz - almost 50% Revenue from sales in 60+ countries (Exports). No client concentration risk with top 10 making 23% sales only.

#JUBLINGREA #FY21AR Compiled together some interesting insights from various pages.

Its an extremely informative AR with broad industry & segment wise overview. MUST READ

Lot of moving parts but looks very optimistic & strong growth outlook.

bseindia.com/xml-data/corpf…

https://twitter.com/mmali09/status/1376864451874365440?s=20

#Mastek Phenomenal runway for growth in N. America which is the real focus of mgt. Focusing on Healthcare & Lifesciences and Manufacturing & Retail Verticals. Capturing bigger customer. #Q4FY21Concall 2/ 2nd area of focus is competing with SAP and gaining more market share. Already closed 5 marquee customers who were using SAP as their legacy application. Will give opp. to significantly move in the UK & Europe region (stronghold of SAP).

#MoldTek Packaging - Rolling Thread (Disc: Not Invested)

1/ Putting together my study on an interesting proxy play to consumer products.

They are pioneers in the field of In-Mold label (IML) decoration in India. A market leader in Indian plastic packaging industry. 2/ However, the sustainability of these moats needs closer look. Mold-Tek has a state of the art “IN HOUSE TOOL ROOM” with sophisticated Swiss and German machinery to design & produce complex molds and distinction of developing IML decorated packaging for the first time in India.