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Vishnu Kapadia
@MJKinvestments 3 years, 10 months ago 960 views

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Deepak Nitrite Client Base,
(Source 50th Annual Report 2020-2021)

More from Vishnu Kapadia

Vishnu Kapadia
@MJKinvestments

Notes from recent meet with the management of United Spirits: (Source MOFSL) 🧵

Market cap: 61,300 crores
Revenues: 8821 crores
P/E: 88.4
P/S: 6.82
P/B: 14.2
ROE: 9.49%
ROCE: 13.3%

@dmuthuk

1/n

📈Demand recovery on track:

👉Around 70% of outlets were operational till mid- Aug’21.

👉While the recovery in on-trade channels has been good, night/weekend curfews and restricted timings are affecting sales, with last orders being accepted at 8-9pm in select geographies.

2/n

👉Muted global travel has acted as a tailwind rather than a headwind as it led to duty-free demand converting to duty paid. The management is focusing on the modern off-trade channel to cater to this demand. It activated 2,000 outlets for Scotch over the last one year.

3/n

📈Focus on the margin accretive Scotch portfolio:

👉Black Dog is now available in 3-5 markets.

👉The relaunched Signature, which was present only in West Bengal, Haryana, and Telangana, will be present in 70% of the country over the next 2-3 months.

4/n

👉The Scotch portfolio is hugely gross profit accretive. The cash conversion cycle is also better at 75-90 days v/s 120-130 days for the overall portfolio.

👉RoCE is highly accretive for bottled in origin (BIO) Scotch.

5/n

Vishnu Kapadia
@Mjkfinvestment

Good Investment Books summaries by us,

Psychology of money,
https://t.co/R09FIfmMxL

Zebra in a lion country,
https://t.co/56AfJjY8dP

Quality Investing,
https://t.co/2y1fCgydLh

The Most Important Thing,
https://t.co/kg49bAWQQD

Capital

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Vishnu Kapadia
@MJKinvestments

Thread on IDFC first Bank 🧵

Market cap: 37,087 crores
Revenues: 15,968 crores
P/E: 82
P/B: 2.42
ROE: 2.95%

Here we go 👇

1/25

Unique evolution,

On getting a license, it was created out of a demerger of infrastructure financing business followed by the merger of erstwhile Capital First;

Stress build-up and franchise investment resulted in a weak Return profile during the transition phase;

2/25

After merger of Capital First, with Mr. V. Vaidyanathan at the helm, management is focused on building a high-yielding retail banking franchise (average retail yield at >15%);

Infrastructure loans to be completely run down, selective lending in non-infra corporate segment:

3/25

Of the wholesale exposure, infra book has been almost halved since merger to Rs108bn and will be further rationalized to a very negligible proportion in 3-5 years;

4/25

Remarkable transition in asset and liability profile post the merger:

After having rolled out a 5-year strategic roadmap towards targeted RoA and RoE of 1.4-1.6% and 13-15% respectively, it has made significant strides on most operating parameters:-

5/25

Vishnu Kapadia
@MJKinvestments

As part of our comparative analysis series, this month we covered two Engineering R&D companies.

Link to our presentation on, Tata Elxsi versus LTTS.

https://t.co/nsRLGpbt6L

Presentation only for educational purpose and should not be seen as an investment recommendation.

Vishnu Kapadia
@MJKinvestments

Thread on Glenmark Life Science IPO 27 July 🧵:

Glenmark Life Science (GLS) is the wholly-owned subsidiary of Glenmark Pharmaceuticals Ltd;

In 2001-02, GLS launched the API manufacturing business; Currently, the company has two key business verticals: namely API and CDMO;

1/25

GLS is a leading developer and manufacturer of select high-value, non-commoditized APIs in chronic therapeutic areas, including CVS, CNS, pain, and diabetes;

As of FY21, API and CDMO contributed ~90.6 & 8.1% to GLS revenues respectively;

2/25

The company works with 16 of the top 20 generic pharma companies in the world and as of 31st May 2021, they have registered ~403 DMFs globally;

From the IPO proceeds, GLS will be using ~Rs 8bn as repayment of an outstanding purchase agreement to the promoter-

3/25

-for the spin-off of the API business. The company has also envisaged using Rs 1.53bn as capital expenditure;

This includes a new multi-usage facility, which will mainly focus on the company’s CDMO business aspiration from 4QFY23.

4/25

Key growth drivers for the Indian API industry:

👉India is on par with other countries in terms of technological capabilities and process efficiency;

👉The costs are very low in India: Domestic pharmaceutical facilities cost only 2/5th of what it costs to set up and-

5/25

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ẞishwësvär
@bishwesvar

Deepak Nitride
trading as well as portfolio buying

@flyingvikas129 @dtbhat

Ajaya Sharma
@Ajaya_buddy

Deepak Nitrite :-Message is very clear growth not an issue next 3-5 years, big global cos approaching- nothing concrete yet , margin expansion, products widening key agenda on the back of complex chemical.processes mastery !!

#LIVE | Chat with a rare chemical wealth creator! Watch Deepak C. Mehta of #DeepakNitrite in conversation with @ajaya_buddy #TheMarket @deepakgroupco https://t.co/AXSZBkWpU8
— ET NOW (@ETNOWlive) August 3, 2021

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TradingView India 🇮🇳...
@in_tradingview

#DEEPAKNTR - deepakntr 1986 - TradingView -

Sakir saiyed
@sakir_saiyed_

What a clarity in communication and leadership 🙌
My major reason being with #deepaknitrite.
Excellent interview of Deepak Nitrite's CEO Maulik Mehta and as usual great job by Neeraj @BloombergQuint

Gurleen
@GurleenKaur_19

#DEEPAKNITRITE Update
2279 📍

On weekly log scale; The trend remains intact towards the upside. Next up would be 2340.

#StockMarket https://t.co/cUERcUA6BU

#DEEPAKNITRITE Update
2150 \U0001f4cd

On weekly log scale; The trend remains intact towards the upside. Next up would be 2340.

[As mentioned; this can be in one's long term portfolio, Targets would keep on becoming elongated.] #StockMarket #StocksInFocus #investing https://t.co/HJH5XwMRf5 pic.twitter.com/PWwLqZph9c
— Gurleen (@GurleenKaur_19) August 3, 2021

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Remembering the Bengali scientist Dr Subhash Mukhopadhyay- the Pioneer of IVF in India, the creator of India's first and world's second child using IVF on his birth anniversary. The Father of IVF in India who was rewarded with suicide was born on 16.01.1931in Hazaribagh.
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Dr. Subhash was the son of a doctor and studied at the National Medical College in Kolkata after completing his schooling. Fascinated by innovations in gynaecological surgery from his early days as a medical student, he completed his PhD in reproductive physiology +

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