Asheesh Gupta

[Asheesh Gupta @asheesh_ops]

@persistencecap Thanks

[Asheesh Gupta @asheesh_ops]

Cyclic and commoditized sector
Tax liability of 400cr

[Asheesh Gupta @asheesh_ops]

@ias_summit @suru27 #2020IAS

Sangam india ltd

344 cr in yarn capex opertional by Q1 Fy26
160cr in synthetic fibric capex
Revenue to hrow 2.6kcr to 4k cr by 2026

[Asheesh Gupta @asheesh_ops]

@ias_summit @amitabhvatsya #2020IAS
SGIL
Its a part of shirgaokar Brothers Group

85% Revenue wind
15% General eng

Speciality into Gear Boxes

Clientele Is Good

Capex 60cr in foundry 30K to 45K MT Revenue Growth

Reducing Machining cost to ~3%

[Asheesh Gupta @asheesh_ops]

Expansion In Andhra Pradesh
High Assest Turnover ratio
High Roce

Steel Is the Only Raw Material used

Strategic Partnership with Jindal Steel

60% PAT comes into the H2

[Asheesh Gupta @asheesh_ops]

@ias_summit @itsTarH #2020IAS

Interach Building Products (PEB)

LIMITED TO 50M HEIGHT

Large Clients prefers Pre Engineered
Ability to scale fast

Warehouse, data centers, solar module plants are mostly pre engineered buildings

60% Market Unorganized
Growing 10-11%

[Asheesh Gupta @asheesh_ops]

@ias_summit @MashraniVivek #2020IAS
Jash Engineering

6 Manufacturing Units
Industry leader in water control gas 65%

Presence in multiple part of the value chain

Apprroved Brands
Comprehensive Peoduct base
Diversified Markets and Global Reach

25-30% EBITA MARGIN

[Asheesh Gupta @asheesh_ops]

Receipe of Success :-

High Roce
Reducing Concentration List
EBITA Margin Improvement

Risks :-
Investment Risks
Procurement Risks
Buisness Concentration Risk

[Asheesh Gupta @asheesh_ops]

@ias_summit @kanodiaankit12 #2020IAS
Apcotex
Leading producer of synthetic rubber, acrylic latex and synthetic latex
Raw materials :- crude oil or natural gas
Diversified Client base and industry
B2C product ApcoBuild
Gross Margin 30-35%
EBITA Margin on a rise 15%

[Asheesh Gupta @asheesh_ops]

Risks :-
Geographic Concentration
Inventory Risk will increase due to B2C
Dependency on artisans

[Asheesh Gupta @asheesh_ops]

@ias_summit @ValueEducator #2020IAS
khazanchi jwellers

B2B Player 90%
B2C 10%

Plain Jwellery 70%
Opening of a New Store
10ksq ft in chennai region opertion around May 2025
ROCE above 20%
Low Debt to Equity

30-35% reveneue for next 3-5 yr
looking into silver & diamond

[Asheesh Gupta @asheesh_ops]

Risks :-

Demerger Issues
Steel Prices issue
Monsoons
Working Capital Challenges

[Asheesh Gupta @asheesh_ops]

@ias_summit @Shubham_TLI
#2020IAS

Shanlara Building Products

Leading Organized Retailers

Non steel Portfolio is 50+ CAGR last 3 years

Strategic Partnership with Apl Apollo

Region Expansion
Store Expansion

20-25% CAGR with 3% Margins

Demerger with NCLT

[Asheesh Gupta @asheesh_ops]

Narayana Hrudulaya
company Name

[Asheesh Gupta @asheesh_ops]

@persistencecap @ias_summit
#2020IAS

Business To generate 1000+ cr of annual operating cash flow
TTM PE IS trading at a fair valuation
20%+ annual EPS growth
25%+ ROE for next 5 years

[Asheesh Gupta @asheesh_ops]

@ias_summit
#2020IAS

Auto Ancillary Company Steel Strips Wheels ltd.
Key Points :-

Tata Steel, Nippon steel,SMIL holds stake in the company

Contribution of Alloy wheels Growing up steadily

New Product Line Aluminium knuckle
200cr Capex Plan FY25

[Asheesh Gupta @asheesh_ops]

@OzaRusmik @ias_summit
1. Look into Free cash flow metric
2. Hollywood movies to gear up
3. Bollywood to have good line up ahead

[Asheesh Gupta @asheesh_ops]

https://t.co/6L03ew98Jp

[Asheesh Gupta @asheesh_ops]

@JioCinema @BeingSalmanKhan #ElvishIssTheBoss