Happiest Minds FY21 Annual Report Takeaways.

'Investing in next-generation digital technologies like Blockchain, Robotics & Drones, and VR/AR.'

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A Thread 🧵👇

Sequent is down 60% from its highs. Let's understand how their business is faring (by @AnishA_Moonka )

A thread 🧵👇

1/ How do businesses happen? Do they just crop up the day when an entrepreneur thinks of it? Do they become bigger as the stock reaches new highs?

I guess, No. It takes time, It takes labor. Again, Will the ascension be smooth? Never.

The journey of Sequent in the last 5 yrs:

2/ Pre-FY15: Sequent was merely a commodity high volume low-value API player

Due to this intrapreneur's (Mr. Manish Gupta) efforts that we see Sequent as the only USFDA approved generic animal player from 🇮🇳

Behind the deals of Strides Agila plant & the Australian business.

3/ The transformation speaks volumes of how such a businessman thinks.

In 6yrs of existence, he has taken the unknown co. to be among the Top 20 in the world.

Now, he is taking a long shot to enter the Top 10 over the next decade (aka. Sequent 2.0); A tall task.

4/ If he is dreaming big & has executed in the past with industry tailwinds; the common question is why is the stock down by so much?

Probabilities: Investors went from a high probability of success to a low in months as multiple obstacles (short term?) hit the co.

Rallis India Annual Report Takeaways.

'Launched and promoted 2 botanical biopesticides'

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1/ From the desk of Mr. Bhaskar Bhat (chairman) ✒️

- Talks about how the reforms in the 🇮🇳's sector over the long run: will make it more organized
- Record production of foodgrains this year: 303 million tonnes
- Focus is to increase R&D infra & manufacturing capacities.

2/ Crop care business (83% of rev)

- 10% YoY growth in domestic & 3% growth in exports (incl. CDMO)
- Launched 4 new products in Crop Protection (3 in-house formulations) & 6 new products in Crop Nutrition (2 in Biopesticides)
- Enhanced dealer network by 5%.

3/ 🇮🇳 Crop care

- Formulations was up 14%
- Channel network of 3879 distributors & 48K dealers

Exports Crop care

- Acquired 9 registrations
- Global leadership in most active ingredients
- Adding 2 new manufacturing plants in Dahej & scale-up facilities for CDMO biz

4/ Seeds business (17% of rev)

- 11% growth in rev
- Challenging business environment
- Launched 4 new products
- Sharpening focus on segments having successful products
- Plans to set up new retailer loyalty programmes, combined with a hybrid demand generation model.

Automotive Ancillaries Business Model 🏎️ (RT if beneficial)

A Thread 🧵👇

1/ What is an Auto Ancillary?

Well, a modern car requires 10s of thousands of parts; the OEMs that produce these cars don't make most of the components in-house. That's where auto ancillaries come into the shot.

From Seats to locks to braking systems, we have them all.

2/ Sounds simple, right?

Not really, the supply chain management one has to deal with as an OEM is extraordinarily complex.

The technical know-how required in every part of the chain is unique; leading to focused players with high market share.

3/ Auto Ancillaries with 20%+ market share in India or 5%+ market share Globally (Src: @Tijori1)

See, normally market share consolidation is common with time; Why is it so?

4/ High capital requirements: What makes this a moat is also why this biz is gruesome.

You as an ancillary, do the development today, you put the capacity today (~take multiple years); then wait on the hope that OEMs are able to sell vehicles. Now, Imagine a recession.

#HAPPSTMNDS - HAPPSTMNDS Bullish Buy tip Trend - TradingView -

#HAPPSTMNDS
Happiest Minds Technologies Ltd interesting chart setup, we have fresh Bullish ABC B/O after good consolidation. @flyingvikas129
2nd is Ratio chart

As per chart moved .....1136.....🐢

😊 🧠 Close 1303 ......🐢

Happiest Minds Technologies Ltd
#HAPPSTMNDS updated chart

Happiest Minds Business Analysis|The Next Big IT Business? 😁🎥

We have analyzed the multiple trends currently driving the IT industry, and which players can be the likely beneficiaries

Link to the video 🔗: https://t.co/2JUfvKGKrd

Blessed to receive such feedback 🙏🙏

#HAPPSTMNDS

#INTRADAY

Above trend line will be ABC Bullish .

Cluster for 1405 if price goes above 1244

#Happiestmind - #daily
consolidating from more than 2 months , next rally 🚀soon
weak on closing below 1300 only.

@CAPratik_INDIAN @Investor_Mohit @PAlearner @Rishikesh_ADX