BC JST COMPANY ANALYSIS
Saved by @patil_rushikesh

A Thread of our threads on the Business Analysis of specific companies 🧵👇

RT if this adds value to your investing journey.

 1/ Chemcon: A specialty chemical company that is a globally dominant player in its molecules, most of which go into the Pharmaceutical industry & have a high criticality attached to them.
https://t.co/Y44jZNmQsX
2/ Aegis Logistics: An oil & gas logistics company, with a stronghold on the LPG supply chain & riding the tailwinds of increased exports owning to weak domestic production. Their fight to grow much larger is on, short-term demand problems stay.
https://t.co/dD1xb2DdmB
3/ Varroc Engineering: An auto ancillary company that has propelled down under its own enterprising projects fueled by a ton of debt. Will the fortunes ever illuminate for this significant participant of the global automobile industry?
https://t.co/268m6F8csX
4/ Jubilant Ingrevia: A specialty chemical company that has redefined backward integration as it begins from the basic chemicals to achieving complex vitamins & many more. Their fight to outgrow commoditized parts of the business goes on.
https://t.co/Wcyhd1s3cQ
5/ GMR Airports: An infrastructure player turned airports operator changing the economics from one end (commoditized, weak cash flow, cyclical, capital intensive) of the business quality spectrum to the other end (Monopoly, Cash cow, Secular, asset-light)
https://t.co/OnWWuyFXoX
6/ Indiabulls RE: A real estate developer with a ton of land & half-baked properties. Can the change in promoters (Embassy) bring positive optionalities to this business or many more skeletons out in the open? Variant perceptions are being discussed.
https://t.co/1RYrNyI8hl
7/ Likhitha Infra: An oil & gas infrastructure player which brings nothing unique to the table other than delivering on time, strong financial muscles & powerful tailwinds which reflect on the giant order book.
https://t.co/UJwcUboaGh
8/ EPL: A packaging company that has a certain level of global dominance with strong economics. Will the Blackstone appointed management, bring in the evolution (gain in market share+ foray into newer segments) that the market is not currently pricing in?
https://t.co/k4TfYFJJIR
9/ Excel Industries: A specialty chemical company where potential risks (one of the molecules being banned) & high cyclicality makes it trade at throwaway valuations. Not much else to say as information is scarce. https://t.co/pTUAkdAG11
10/ Petronet LNG: An oil & gas logistics company, with a stronghold on the LNG supply chain & riding the tailwinds of increased exports owning to weak domestic production. Their fight is with themselves as the leadership seems to be all over the place.
https://t.co/hEkmSBIiLN
11/ Natco: A Pharmaceutical company with a DNA of taking oversized decadal bets showcasing capacity to suffer, with a seasoned R&D team & a spirited leader at the top.
https://t.co/ZXNWORKIEJ
12/ IRFC: A financier specifically dedicated to the Indian Railways & adjacencies by law, growing at a pace even envied by the best banks in India with zero NPAs. 'Where is the ROE going?' & 'What if the government loses its mind?' are the key questions.
https://t.co/uSEXQQQ6Ov

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A product which provides a fixed income which is better than FD & an upside like equity.

Should you invest in Real Estate Investment Trusts (REITs)?
A Thread 🧵👇


1/ REITs are a vehicle to invest in income-producing real estate properties managed by professionals.


2/ In India, we have REITs primarily focused on commercial real estate properties having 7-9% rental yields.

In listed REITs, Most of the completed properties are pre-leased to big companies.

Why no residential? As yields of 1-3% make them unattractive to investors.

3/ How do you get the benefit of such yield?

REITs have to distribute at least 90% of their taxable income to their shareholders.

Both listed REITs trade at 6-7% dividend yield (which is also tax-free)

4/ Moreover, 80% of their total value must come from completed & income-generating properties + it must avoid speculative land acquisitions.

What about debt then? There's a restriction there too.
Not more than 49% of the total equity.
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2021 is coming to an end.

Here's a list of 45 threads we wrote this year discussing multiple companies & Industries 👇

Do let us know of the topics you want the thread to be written on next
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Laurus Labs FY21 Annual Report Takeaways 🔬

'Capex plans are already under way to increase capacity by 1.8x by 2022'

Hit the 'retweet' & help us educate more investors.

A Thread 🧵👇

1/ About the company:

Leadership position in generic APIs with a major focus on Antiretroviral drugs, Hepatitis C & Oncology drugs

FDF: Moved up the value chain in formulations

Synthesis (CDMO): KSMs, Intermediates & APIs to pharma innovators.

Bio: Recombinant products


2/ Strengths of the business:

Robust R&D & Process chemistry skills
Compliance that meets the most stringent regulatory expectations (USFDA, etc)
Long-standing relationships | Top 10 global pharma cos. catered

750+ scientists (R&D) | 61 DMFs | 27 ANDAs | 150 patents (292 filed)


3/ APIs: 54% of rev

- Leaders in various high-value & high-volume APIs.
- 4 high potent manufacturing facilities: 4186 KL, increasing capacity by 24% (Strong demand)
- ARV APIs were up 70% | Onco APIs up 25% | Other APIs up 56% (higher contract manufacturing orders from 🇪🇺)


4/ Formulations: 35% of rev

- Backwardly integrated: in house APIs
- Sales to LMIC, 🇺🇸 & 🇪🇺
- 27 ANDA filled: 9 approved+ 8 tentative.
- Capacity of 5 Billion units/yr, Increasing capacity by 100%
- Sales up 102% (growth across markets)
- Launched TLE 400 in the LMIC market
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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.
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Happiest Minds FY21 Annual Report Takeaways.

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

Hit the 'retweet' & help us educate more investors.

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1/ Happiest Minds completes its 10 years of business: They have 13Kcrs in just a short span of time 🤯

Starts with the COVID 2.0 impact on the company: 8% of the team was tested +ve by 17th May, 26% of which were hospitalized.

Led to the terrible loss of 5 young men.


2/ Coming to the wins:

- Employee culture has been the biggest investment as per the chairman Mr. Ashok Soota
- Customer retention: One CFO has been a customer with the 3 companies he worked with ( Power of 💪relationships)
- Invested in all new technologies including next gen.


3/ Did you know? IP-led services (High margin & High operating leverage) account for 10% of their revenues.

Restructured the three business units (PES, DBS, IMSS) such that each caters to their specific high potential industries 🚀


4/ Talks about their Vision 2021-2031: How most businesses survive less than a half-lifetime of humans

This wouldn't be the case for Happiest minds as it is being 'designed for perpetuity': addressed succession risks

Guidance: 20% organic growth+ Lower PAT due to higher tax
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