Anand Mickky Jha

GODDA,JHARKHAND PIN CODE- 814133

[Anand Mickky Jha @AnandMickky]

Making my contribution to PM - CARES fund @Paytm @PaytmBank @PaytmMoney @paytmbankcare @PaytmMoneyCare @BeingPractical @vijayshekhar @PMOIndia @narendramodi @narendramodi_in #CoronaUpdate #PMCaresFund #DonateKaroNaIndia

[Anand Mickky Jha @AnandMickky]

@KomalSecurities From which platform?

[Anand Mickky Jha @AnandMickky]

@KomalSecurities This?

[Anand Mickky Jha @AnandMickky]

@MoneyBuddy_ @vini546 For me axis Elss tax saver fund . Started on Dec 2017

[Anand Mickky Jha @AnandMickky]

@BaluGorade Groww multicap
Whiteoak MAAF

[Fundamental Investor ™ 🇮🇳 @FI_InvestIndia]

If you are a long term investor, bookmark this, watch this & share it on your timeline.

One of the best pearls of wisdom !!!

#FI

[Save Invest Repeat 📈 @InvestRepeat]

Ramesh Damani’s quote “You can create wealth from mutual funds, but real generational wealth you can create only from stocks” was brought up by @_soniashenoy

Rajeev Thakkar of PPFAS brilliantly responded 👏

Video Credit: Sonia Shenoy mam (Part of full podcast on her channel)

[Anand Mickky Jha @AnandMickky]

@Chart_Wallah108 The 80 20 money makeover by arun kumar

[Anand Mickky Jha @AnandMickky]

@InvestorOfJAMMU Axis elss

[Anand Mickky Jha @AnandMickky]

@itsprekshaBaid Axis mid cap

[SwatKat💃 @swatic12]

love it when the silent hustlers, the low key, no attention seeking, zero drama, zero noise people win through sheer talent. When one introvert wins, all introverts win
#Dhurandhar #AkshayeKhanna 🤌

[Parth MN @parthpunter]

Epic and hilarious rant by @RoflGandhi_ on Gautam Gambhir

[KnowledgeX @SudhirN94847744]

My one & only Diwali 2024 stock -

Kross Ltd (LTP Rs. 177.98)

Market Cap - Rs. 1,148.10 Cr

The company got listed on 16th September 2024 in BSE & NSE. Originally incorporated in 1991 as “Kross Manufacturers (India) Private Limited.

The company finds itself amongst leading auto components manufacturers and specializes in production of forged, machined and assembled components, primarily catering to the commercial vehicle and agricultural tractor segments.

The company operates five manufacturing facilities. The company caters to both domestic as well as international clients who are major industry players.

The company has over 200 customers, including some of the leading original equipment manufacturers (OEMs) like Ashok Leyland, Automotive Axles, TAFE, Wheels India, HINO, DANA, Tata International Vehicle Applications Private Limited, leading farm equipment manufacturer and has also attracted global customers like Leax Falun AB (Sweden) and a Japan-based. Also, the company caters to Tier-1 suppliers. Product suite of the company incudes - M&HCV Components, Farm Equipment Components and Other Components and Services.

The company is currently exploring business opportunities for its planned international expansion. The company feels it can leverage its expertise in manufacturing high-precision components to help it tap into international markets, in countries with growing demand for automotive and agricultural machinery.

The company has undertaken significant Capex in recent years, which is helping it to address the increasing demand in the segment in which it operates and explore newer market/customer opportunities, including backward integration into axle beam extrusion and seamless tube production.

👉🏾 Financial performance –

The company has registered excellent growth in its Revenue and PAT over the recent 3 years.

Between financial years 2021 - 2024, the company experienced substantial growth and has positioned itself well among some of the major trailer axle manufacturers.

👉🏾 Revenue & PAT -
Fy 2022 – Rs. 297.50 Cr & Rs. 12.20 Cr
Fy 2023 – Rs. 488.60 Cr & Rs. 30.90 Cr
Fy 2024 – Rs. 620.30 Cr & Rs. 44.90 Cr

The company has demonstrated excellent performance with 44% CAGR in terms of topline and a 92% increase in bottom line between FY 2022 to 2024.

This growth has come along with a ROCE and ROE of 28% and 31% respectively during FY 2024.

It’s worth to note that when the industry itself is registering 20% growth rate the company has registered Revenue CAGR of over 40% and EBITDA CAGR of around 50% and 92% increase in PAT for last 3 years.  

The company raised funds through the IPO partly to settle its debt to the extent of Rs. 90 Cr which will further improve its returns ratio and its profit margins.

The company would also be undertaking Capex to the tune of Rs. 70 Cr (to be operational by Q4 FY 2025) from the IPO funds with a goal to increase the annual Revenue incrementally by over Rs. 200 Cr, targeting to deliver around Rs. 1000 Cr Revenue by end of FY 2026 (60% increase over FY 2024 Revenue) with superior profit margins.

👉🏾 Revenue & PAT –
H1 Fy 2025 – Rs. 285.40 Cr & Rs. 17.30 Cr
H1 Fy 2024 – Rs. 288.60 Cr & Rs. 16.70 Cr

The EBITDA margins improved by 64 bps to ~12.2% in H1 FY25 as against ~11.5% in H1 FY24

Export sales started showing strong momentum and now contributes 3.1% of H1 FY25 revenue (the export sales accounted for only 1.14% of the FY 2024 revenue)

Strong order pipeline in H2FY25, signifying sustained demand and future revenue visibility, supporting long-term growth projections.

As per the management update in FY 2025 Q2 Earnings presentation – “Despite some headwinds due to lower-than-anticipated demand in certain segments and a seasonally muted Q2 due to monsoon, we maintained our revenue while improving profitability. EBITDA for H1 FY25 stood at Rs. 34.7 crores as compared to Rs. 33.3 crores in H1FY24, with margins improving by 64 bps to ~12.2%. 👇🏾

[Anand Mickky Jha @AnandMickky]

@goodreads Power of paradox

[Anand Mickky Jha @AnandMickky]

@kamleshdaaji 🙏🙏

[Komal Securities..🌴🌴 @KomalSecurities]

We made top 10 undervalued stocks list where we will start buying now aggressively

This list will be available for free post two years so don't forget to save but u may miss the current opportunity.

#Komalsecurities via @CosmofeedApp

https://t.co/k02iwOaqPM

[Anand Mickky Jha @AnandMickky]

@hfnlife When will the paperback/hardcover/ebook version of this book be available?

[Anand Mickky Jha @AnandMickky]

@TheMFGuy1 Like tata small cap

[Indian Tech & Infra @IndianTechGuide]

📍 Patna railway station, Bihar.

[Rashid Siddiquee @FFNEWS6]

Komal Nahta openly exposed #SkyForce ! Even after buying tickets worth ₹50 Cr, the film could only reach a ₹90 Cr collection. The real figure is just ₹40 Cr—no one has ever done this before! #AkshayKumar