Aman Thadani

Equity Research Analyst|| Ex-Consortium PMS || CFA level III Cleared || Blog: Financial Monk

[Deep Gandhi @DeepGandhi21]

CFO of CarTrade in Q2FY22 call when asked by a participant on CarTrade getting lower valuations as compared to their peers...

Watch ball, not scoreboard @SridharanAnand

[Sahil Bloom @SahilBloom]

How to Win (without talent or luck):

[ishmohit @ishmohit1]

Hello everyone, Hariskesh is one our earliest students and very hard working. Let's come together and help his wife fight covid. Every tiny bit helps 🙏🙏 echmo treatment cost is very expensive. Let's come together and contribute 🙏

[Financial Monk @financial_monk]

#Acrysil

Announced capacity expansion of Quartz Kitchen Sinks frm 700,000 to 840,000 units pa i.e additional 140,000 units (20% of its existing capacity) to meet global demand

https://t.co/Ava2U5LHkx

@saketreddy @ms89_meet @KevalAshar @insharebazaar @aman_thadani @nid_rockz

[Financial Monk @financial_monk]

#Acrysil commences commercial production for additional 100,000 units from today.

Now manufacturing capacity of Quartz Kitchen Sinks has increased from 600,000 units to 700,000 units per
annum.

https://t.co/nh7YNq9Esg

[AIM Investments @AimInvestments]

💎Top Sugar Plays💎

Current Capacity image & Expansion👇

Dalmia Sugar- 180 KLPD
Balrampur Chinni- 320 KLPD
Triveni Engineering- 200 KLPD
Dhampur Sugar- 100 KLPD
Sree Renuka Sugar- 320 KLPD
Dwarikesh Sugar-200 KLPD

🧵on how Sugar -> Ethanol will change demand supply situation

[Aman Thadani @aman_thadani]

@KHUSHAAL18 Thanks Kushaal 😃

[Aman Thadani @aman_thadani]

#Ganesha Ecosphere conference call update.

[Financial Monk @financial_monk]

#Ganesha Ecosphere

One of the largest co. recycling PET bottles into user friendly yarn & Fibre

Aiming for 1500-1600cr revenue with 18% Ebitda after south capex

New south plant expected to do 70-80cr annually

@saketreddy @drprashantmish6 @nid_rockz

https://t.co/gPrmARDiZg

[Financial Monk @financial_monk]

#Acrysil

Last 5 yrs growth: Revenue at 14.9%, EBITDA at 28.5%, PAT at 48.7%

IKEA will be a huge opportunity going ahead

Target of 500Cr will be achieved soon

Sustainable margins: 22-23%

@saketreddy @nid_rockz @insharebazaar @ms89_meet @aman_thadani

https://t.co/nsiPSkmArB

[Financial Monk @financial_monk]

#Shaktipumps

-Highest M'sh in solar pumps (~50%)
-Highest ever sales with revenue up by 242% & PAT up by 596% yoy
-FY22 Guidance is +2000cr sales from current 933cr
-Big beneficiary of KUSUM

@nid_rockz @nakulvibhor @rdkriplani @Palak_Agarwal9 @Jai0409

https://t.co/8HNQZhRHwg

[Saket Mehrotra @mehrotra_saket]

For almost two months I have been doing a deep dive on the Music Streaming space.

Time for a thread to understand what's really going on here 👇 (1/n)

[Financial Monk @financial_monk]

#HGinfra touching All Time High!!

Highway construction is about to touch 40km per day, exceeding current FY's target of 30km per day.

@AmitabhJha3 @hellogaurav @nid_rockz @thesanjaydutt

#roadsector #contruction #infra #breakouts

[Financial Monk @financial_monk]

#Borosil Renewables

-Dom leader in #Solar glass manufacturing with 22% M'sh

-Plan to expand capacity from 450tpd to 1950tpd

-Realization fallen from Rs.155/sqm in Q4 to Rs.115/sqm currently. Last yrs Rs.100/sqm

@ms89_meet @Investor_Mohit @PuneethBM1

https://t.co/FgvEVmxaj6

[Aman Thadani @aman_thadani]

@kforkashish Thank you Kashish :)

[Aman Thadani @aman_thadani]

@ms89_meet @financial_monk @drprashantmish6 @rdkriplani @nid_rockz @suru27 That’s a wonderful pick @ms89_meet 👍

[Aman Thadani @aman_thadani]

@vinit_karani @financial_monk @drprashantmish6 @rdkriplani @ms89_meet @nid_rockz @suru27 Thanks Vinit 😊

[Aman Thadani @aman_thadani]

@Fiery_Earthling @financial_monk @drprashantmish6 @rdkriplani @ms89_meet @nid_rockz @suru27 Thanks Rishabh 😊

[Financial Monk @financial_monk]

#Shaily Engineering: Huge China+1 play!

From deepening its relation with #IKEA to scaling up of Toys & Pharma, it has enough annuity orderbook to do 2x topline by FY23.

Credits: @aman_thadani

@drprashantmish6 @rdkriplani @ms89_meet @nid_rockz @suru27

https://t.co/8yTh9Y6b5h

[Nigel D'Souza @Nigel__DSouza]

Listing down some key quotes by Warren Buffett and Charlie Munger from yesterday's Berkshire Hathway's annual shareholders' meet.

[Bhumika Indulia @bhumikaindulia]

My father is critical and he is not getting any bed in Alwar.
All the hospitals turned us away saying we treat only mild or moderate patients.

No oxygen beds are available and his condition is getting severe.

Please help!