After spending good time on this and sharing a little nuggets earlier, would finally like to write a detailed note on #Jtekt India

Do like & retweet and only consider for educational view. & Do add more to this.

(1/N) Formerly known as Sona Koya earlier headed Sanjay Kapoor, Back in 2017 Jtekt Corp acquired Sanjay Kapoor’s 25 pct in co.
Imp to note Jtekt was already stakeholder in the co since past many years along with providing technological support to the co.

(2/N)

My two cents regarding #Megastar Foods. Recently it has seen lot of buying ahead of Fund raise on 30th Nov.

Found a few interesting things while studying.

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(1/5) In the initial years of commercial production Co was selling about 2/3rd of our product to local vendors and 1/3rd to corporate buyer.
Presently Co is selling 2/3rd of our total production to corporate buyers even after increasing our installed and utilised capacity.

(2/5)

DHABRIYA POLYWOOD

A Name creating buzz of late in the markets & probably for all the right reasons.
Why so?

Let's try to uncover.

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(1/N) Started in year 1992 with an aim to save trees, Dhabriya Polywood started with production of of U/R-PVC (Unplastisized/Rigid Poly Vinyl Chloride) Profiles under the brand name “Polywood, and then moving to PVC profiles and SPC Flooring segment.

(2/N)

THE CURIOUS CASE OF EVEREST INDUSTRIES

Many are baffled here as to why Kenneth Andrade managed MIT fund increased its shareholding from 1.7 pct to almost 10 pct in a year.

Here's my 2 Cents on what's happening here.

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(1/N) Co operates in 2 segments:

1. Building material including Asbestos Cement used for roofing solutions & Fibre Cement Board used both for interior & exterior solutions.

2. Pre Engineered Steel Buildings used in Warehousing, Logistics, Plants etc

(2/N)

#Precision Camshaft

Key Takeaways from Q4 Earnings Call.

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(1/N) Co crossed over 1000 Cr revenue for the first time. Rev for FY 23 was 1080 Cr up 21 pct on consolidated level vs FY22

Co did 5.28M Camshaft vs 5.08M Camshaft

(2/N)

If there is one Indian Co which is super bullish on China plus one theme & claiming to have been seeing the traction due to this is :

UNIPARTS INDIA

Q4 Concall Highlights.

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(1/N) 2022 was a high base for the global off-highway industry with most leading OEM and aftermarket players reporting multi-year high revenues and profitability.

(2/N)

Tilaknagar Industries

(MADHU KELA'S PICK)

A Market Leader reeling under a debt of over 1200 Crore till FY19 thereby stalling the growth of the co to really turning itself around & start its growth trajectory

Do Like & retweet for more to know this interesting turnaround

(1/N) Tilaknagar Industries is the largest Premium Brandy maker in India, with having 98 pct market share in its Flagship brand Manshion House Brandy & Courier Napoleon in the southern & western states of India.

(2/N)

Uniparts India Ltd

Riding on China plus one, & Europe plus one is a unique co operating in Off Highway Vehicles market with exports making up for around 85 % of total sales,
Here's a thread on Uniparts India Ltd.

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(1/N) Co is global manufacturer of engineered systems and solutions & one of the leading suppliers of components for the off-highway market in the agriculture and construction, forestry & mining (“CFM”) and aftermarket sectors on account of our presence across over 25 countries

(2/N)

oyal Orchid Hotels Ltd

From 55 Hotels during Pre Covid times to 78+ Hotels till date & taking it up to 100+ Hotels by September 2023 this Hotel Co has come a long way,

Let's look at How Royal Orchid Hotel is placed in this era of boom in the Hotel Industry.

(1/N)🧵🧵 Co is engaged in business of managing hotels under flagship brands – Royal Orchid, Royal Orchid Central, Royal Orchid Suites, Regenta Central, Regenta Resort, Regenta Place & Regenta Inn present across 49 locations with 2.6+ Lac Loyalty members

(2/N)

TTK Healthcare

Been a while since I wrote in detail about a co, Had been studying TTK Healthcare for a while now, thought it best to share about the co & the especially the person behind this healthcare co Mr T T Jagannathan.

(1/N) A Gold Medalist Engineer from IIT Delhi, & Masters in Science frm Cornell Univesity, who wanted to be a Professor, but ended up joining the Family Biz in 1972, as biz was near bankruptcy, co was borrowing at 40 pct interest, with no education in Biz turned around the biz

(2/N)

#SJSEnterprises
Concall Highlights

>Exotech their recent acq grew 50 pct yoy with improvement in the margins
>Chrome plating order pipeline visibility is so strong for Exotech, Co will easily exhaust the existing capacity in year & half
(1/N) >At current capacity of Exotech, can do a topline of 130 crore.
>Given the visibility in earnings, plan to expand the capacity to get a topline of 300 crore from chrome plated biz
>will do a capex of close to 100 crore over the next 18-24 months
(2/N)

Indian Cement Sector which is already highly consolidated one, undergoing further consolidation.

Let us understand what this consolidation means & what lies ahead in Indian Cement sector going forward.

Do like & retweet if you liked the Thread 🧵🧵🧵
(1/N) Top 5 Cement cos of India account for 48 pct of India's 550 Million Ton Capacity, with UltraTech being the top player at 120 Million Ton.
Post the Adani acquiring both ACC & Ambuja Cement, it becomes the 2nd biggest with a total cap of 65 Million Ton (34 ACC & 31 Ambuja)
(2/N)

#Windlas BioTech
We all have heard abt CDMO being a super theme, but majorly on international markets side.

Here I'll discuss a Co which is the one of Top 5 Domestic CDMO player, & the only listed player on Indian Bourses.

Do Like & Retweet, if you like the info
🧵🧵
(1/N) Co is in the Top 5 Domestic Formulations CDMO in terms of Revenue.
Co operates in 3 verticals:
CDMO
Trade Generics &
Exports
(2/N)

INDIAN RAILWAYS plan to help farmers more than double their incomes from 30000-40000 ₹ per acre to 1 lakh per acre.

You read that right, INDIAN RAILWAYS.

HOW? ⬇
Do like & retweet the mini 🧵🧵
(1/6) Indian Railways plan to hire farmers in arid regions of MP, Chhattisgarh & UP as maintenance operators of TSAs that act as electricity feeders to railway lines.
(2/6)

#GravitaIndia #Gravita
A possible E- Waste Recycling Play?

Just an overview on the outlook the co, based on last earnings call

Do like & retweet if you liked the info.
🧵🧵
(1/N) Co is into the business of manufacturing Non Ferrous Metals including Lead, Aluminum & Plastic using scraps.
Let's see the overall performance of the co in Q3.
(2/N)

#KrsnaaDiagnostics
Hav written multiple times abt the co in the past.
Would like to cover in more detail via below thread to understand what's the outlook for this diagnostic play dominating in PPP space via
A Short 🧵
(1/N) The best part abt their asset light biz is, they offer the diagnostics service 40-45 pct cheaper than other players like Dr Lal, Metropolis etc, & yet co has the best operating margins, & key thing to note, key players dont apply for these govt tenders due to low pricing
(2/N)

#SanseraEngineering
Would like to cover a newly listed Auto Anc co, which is unique in the sense, that all the technology used, is inhouse by its ingenious founder S Sekhar Vasan who made Sansera What it is today.

Let's start
(1/N) Co manufactures complex & critical precision engineered components & caters to both Automotive & Non Auto sector including offroad, agriculture & Aerospace sector.
(2/N)

#HFCL
Thread on a Co which commands a strong hold in optical fiber & Optical fiber cables domestic as well as globally. & Co is moving towards product side of the biz around 5G.
Let's see what's all lined up for the co in future.
(1/n) Co to deploy 425 crore for expansion of Fiber manufacturing capacities for both Optical Fiber & Optical Fiber cable.
Same to commission by June 2023.
Co has been approved as “Trusted Source” from National security council secretariat (NSCS)
(2/n)

#SJSEnterprises
Have been writing about this one for quite sometime.
Thought of making a thread on it, just putting forward my views abt the co, & why I feel so confident about its growth prospects, despite the street not accepting it post listing.
Here it goes.
(1/n) Co is the leading player in the Indian decorative aesthetics industry, serves to Automotives & Consumer Appliances industry.
No peer of the Co in domestic or overseas that could provide all variety of products that co have in their kitty, & kind of complexity co can handle.
(2/n)