Sahil Dhawan

Universe is rigged in your favor ✨️

[Sahil Dhawan @StonePaper98]

1. THREAD ON #LumaxIndustries

☆ Automotive Lightning Space in India is getting exciting with Modernisation Theme taking the Centre Stage.

¤ Lumax Industries is Leading this Theme with Market Leadership & Innovation.

Let's Understand the various Aspects of this business:

[Sahil Dhawan @StonePaper98]

@Vanshdhawan07 @trying_to_exits @thuztra Make me an Intern then

[Nigel D'Souza @Nigel__DSouza]

🚨 Shyam Metalics & Energy hits a life high!

Mr. @BrijBhushanAg outlines @ShyamMetalics vision
✅ Target 10% market share in India's stainless steel market
🌍 Strong interest from overseas investors
🏗️ 90% of expansion to be organic
🔄 Potential demerger possible over 5 years
https://t.co/r7NU2Gm4cC

[Nigel D'Souza @Nigel__DSouza]

Shyam Metalics has delivered a 3X return since its listing.

With management aiming to nearly triple EBITDA from ₹2,333 cr to ₹6,236 cr I asked @BrijBhushanAg where does he see the market capitalization headed?

@ShyamMetalics

[Sahil Dhawan @StonePaper98]

#Shyam_Metallics

By 2031,Targeting 10% Market Share in Stainless Steel Market in India.
Currently ,Market share stands at 1-2%.

[Sahil Dhawan @StonePaper98]

@tradershikha If you need Validation from Strangers then the Answer is NO!

[Sahil Dhawan @StonePaper98]

@Vanshdhawan07 @markproduct Lettsssss gooo🫡

[Sahil Dhawan @StonePaper98]

Aegis Logistics at Life Time High!

[Sahil Dhawan @StonePaper98]

#Aegis_Logistics

● Liquids Division EBIDTA Growth is 3X from FY21 to FY25.

■ Aegis Stock Price is 2X in last 2 Years.

☆ Liquid Storage At Port Sites is a great Cash Flow Business.

♡ HIGH MARGIN HIGH ROCE BUSINESS FOR AEGIS LOGISTICS.

Disclaimer: Invested & Biased.

[Anuradha Tiwari @talk2anuradha]

People get fined for overspeeding, wrong parking, no seatbelt and many other violations.

But no government official is ever punished for robbing citizens of their basic dignity on the road.

[Sahil Dhawan @StonePaper98]

@_KiranRajput Good for you Sir

[Sahil Dhawan @StonePaper98]

@_KiranRajput Whats happening ?
Whos selling ?

[Sahil Dhawan @StonePaper98]

@sandipsabharwal Not for this qtr sir,
Maybe Q2 because lot of chemical Companies work on monthly avg Model for Pass through of Prices.

[Sahil Dhawan @StonePaper98]

#ShyamMetalics

From a Commodity Steel Player to an Integrated Multi-Commodity Player :

Shyam Metalics has come a Long Way.

Increasing their Stainless Steel Capacity 7× from FY26 levels by FY2031 will make them a Serious Stainless Steel Player in India.

Invested Since 2022.

[ValueEquity @EquityValueIn]

Annual report season always excites me more than results, there is a lot more clarity on the business shaping up rather than getting lost in the smaller things

Will be reading at least 40-50 this season , will keep posting my snippets and notes as well !

[Sahil Dhawan @StonePaper98]

@EquityValueIn Sir ,Have you made Investment in Aarti Ind. Or you are currently tracking it just for Educational purpose?

[Sahil Dhawan @StonePaper98]

@EquityValueIn Why are they not announcing HIPS expansion when they are running at full capacity ?
Lost Incremental Sales Opportunity

[Sahil Dhawan @StonePaper98]

@EquityValueIn Great Work🤝

[Sahil Dhawan @StonePaper98]

@EquityValueIn On the Contrary ,Clean Science managment has Said in Q4 that they Imported Phenol and Acetone from China and after Shipment and Delivery,They Still got it Cheaper then Indian Players 200-300kms away from them.

[Sahil Dhawan @StonePaper98]

@EquityValueIn PC Capex will Bloat their Balance Sheet for the next 2-3 FYs(Delays will make it Worse)

Cant see a FCF situation before FY30(Conservatively)

OCF is no where near the Capex Numbers

[Sahil Dhawan @StonePaper98]

@EquityValueIn They have a Favorable Low base for Q1FY27 compared to Q1 Last year.

[ValueEquity @EquityValueIn]

Stocks that become multibaggers cant be bought with that thesis , they merely reward the process and unfold and reveal themselves with the maturity of the holding period

Understanding this is very important, ideas are a gift of the process , you can’t know what’s the gift but you can build the process