#KilpestIndia in one of the rare stock that is growing at 30% CAGR and still available at single digit PE.

Thread on its business highlights 👇(1/n) #Kilpest main business is development and manufacturing of PCR based Molecular Diagnostic kits through its subsidiary #3bBlackBio . During FY20 they made revenue of 29cr which is now grown to 62cr with negligible contribution from Covid test kit. This translates to 29% CAGR (2/n)

Here is a thread on an Indian Software Product company which is competing with global companies and winning deals against them. Name of the company is Intellect Design Arena #IntellectDesignArena #IDA (1/n) IDA was of part of the Polaris Consulting & Services Ltd., demerged and listed separately in 2014. Arun Jain, a serial entrepreneur who founded Nucleus software in 1986 and Polaris in 1993 (2/n)

Companies with old music libraries are becoming gold mines. They are finding new ways to monetise the content. With music streaming gaining traction due to increasing data availability, these companies getting good revenues for their old libraries.

Thread 👇@varinder_bansal As expenses are fixed and very minor, all the increase in revenue flowing down to the bottom line. Huge operating leverage will be played out