Indian Investing Conclave Day 1 @IIC_2020

:Route Mobile
:Philip Carbon Black
:Borosil Ltd
:Arvind Ltd
:Hawkins Cooker
:Repco Homes
:Shaily Engineering Plastics

Route Mobile @ravidharamshi77

Investment Hypothesis in CPaaS companies

:Crossed the technology adoption chasm
:Huge addressable opportunity - Industry growth estimates 30-50%
:Profitable Unit Economics, Cash Generating, Incremental Cost Low

CPaaS growing at 40%
Route Mobile

:Applications served by route mobile - Facebook, Instagram, Whatsapp, Google Pay to name a few
:Route mobile platform used for : 2 factor authentication, Notification for customer engagement across portfolio of apps
Route Mobile Key points

:Scaled upto 1200cr of revenue from internal accruals
:Huge runway for growth
:Multi geography and Omni-Channel presence
:Cash available for M&A
:Scope of margin improvement
:Demonstrated ability to move up the value scale
Philips Carbon Black @sarkaraniruddha

:Indias largest carbon black manufacturer
:Where is carbon black used, Tyre Rubber(73%), Non Tyre Rubber (20%), Non Rubber Speciality Carbon (7%)

Industry Size & Capacity Addition
1.3 Million Tonnes capacity and PCB has 43% market share
Speciality Carbon : Joker in the Pack

:Launched 40 grades of speciality carbon
:FY 16 Sales : 4825 MT, FY 20 Sales : 19,378 MT
:Diversified Application : Consumer appliances, Packaging Industry, Food Packaging, Agriculture Pipes, Construction Pipes, Construction pipes
Innovation & Customer needs

:Company has spent 40cr over the last 3 years on R&D
:Company having almost all tyre companies in India as their customers
:Almost all major tyre companies to increase capacities over next 2-3 years
Borosil Ltd - Hitesh K (Aksa Capital)

Segments
:Glass & Microwave (Market Size 5.5 Bn, Growth 10%)
:Storageware (Market Size 7Bn, Growth 15%)
:Opalware (Market Sie 6Bn, Growth 15-20%)
:Kitchen Appliance (Market Size 90 Bn, Growth 10%)
:Cookware (Market Size 40 Bn, Growth 20%)
Scientific Segment : Huge Growth Scope

:Acquired Klasspack to leverage its reach with pharma companies & expand its glass expertise into everyday consumables
:Total Addressable Market Size : 10,000 cr

Borosil Vs Glassco (Laboratoryware)
Borosil Vs Competitors
Borosil Ltd Investment Thesis

:Leveraging on strong brand equity
:Protected its leadership in glassware segment
:Consistently expanding its products outside glassware
:Pharma Packaging is set for substantial growth
Hawkins @GreenEdgeWealth

Size of Opportunity
:Kitchenware market size : 15000 cr
:Hawkins addressable market size : 2500 cr, growing at 6%

Entry Barriers
:Duopoly market in cooker
:High supply chain costs
:New entrant to fight on pricing with higher costs and working capital
Long term demand drivers
:Introduction of LPG (Ujjwala Yojana)
:Nuclearization of families
:New product launches

Hawkins Vs TTK Prestige
Arvind Ltd

Business Segment

:Textiles - Denim, woven, voiles
:Technical Textile - Advanced Material Division
:Waste water treatment (Through Arvind Envisol)
:Suitings, Shirting etc.
Advanced materials Division (AMD)

:Demand for advance material growing at 10% CAGR
:Exports constitutes of 50% of total AM revenue
:Targeting to reach sales of 2500 cr in AMD by FY24/25
:Huge potential to generate valuable IP and has great domestic and export growth potential
Growth Drivers
:Domestically textile is expected to grow at 8-10% over next 5 years
:Rapid shift to branded apparels in India
:Possible textile orders from clients moving out of china

Revenue Segment
Repco Homes @MaximalCapital

Lending nature
:Affordable HFC (12 l ticket size)
:50% are non salaried
:Lending rates in double digit
:Location : Small towns and outskirts
Investment Rationale
:Best in class RoE player with PSU valuations
:Available at extremely cheap valuations
:New CEO is focused on minting balance between risks and growth

Valuation Study
Shaily Engineering Plastics Ltd.

Investment Rationale
:China +1 opportunity for growth on new verticals
:Introduction of new products - Complex polymers, Steel Furniture, Mixed Material
:Company seeking new growth areas with higher margin
:Pharma Packaging, Pharma Device
Revenue can grow substantially over next 3-4 years
:Pharma devices division can grow 2-3 x FY20
:Toys could be as big as their home furnishing segment over the next few years
:Signed 2of3 largest toy companies globally who are sourcing usd 4bn from china

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🚨🚨🚨 ALERT ALERT 🚨🚨🚨

NOW HEAR THIS NOW HEAR THIS

EVERY SINGLE ONE OF MY FOLLOWERS MUST RT THE FOLLOWING THREAD TO MAKE IT GO VIRAL.

THIS NEEDS TO GET OUT *RIGHT THE HECK


As Wictor was saying, this was an attempt to frame the Saudis. Guy connected to an AQ terrorist who attempted to ASSASSINATE Mohommad Bin Salman is the *source* for these Kashoggi stories.

If this had been known *from the beginning* we wouldn't have gotte 3 days of media hysteria over an attempt to frame Mohmmad Bin Salman and Saudi Arabia for Kashoggi's disappearance.

The media's MAIN SOURCE for these stories about the disappearance of Khashoggi is an underling of the Al Queda guy that tried to ASSASSINATE the Saudi's Crown Prince Mohammad Bin Salman a few years ago.

The media has been HIDING this until now....