Why Cash Flow matters?๐
"A company can be profitable but still struggle financially due to poor cash flow management & a loss making company may have substantial cash balance"
src : ET Wealth
BESS ๐
Big growing sector
Battery Material is big part of this value chain
As per my reading of their CONCALLS - here are the three players that are doing big capex & can gain the advantage
๐งต ๐
โป๏ธ Waste Management Theme - Set to Fire ๐
Recycling companies provide a wide range of benefits that span environmental, economic and social sectors, contributing significantly to the country's transition toward a circular economy.
๐ Bookmark & Repost ๐งต
1] Pondy Oxides(POCL) - Lead & Zinc
2] Eco Recycling, Namo eWaste, Hindalco - E-waste
3] Gravita India, NILE - Lead/Battery
4] Antony Waste, Urban Enviro - Domestic Waste
5] JG Chemicals - Zinc Recycling
6] Ganesha Eco, Race Eco Chain - PET Plastic
7] EIEL, Va Tech Wabag, EMS, Denta Water(DWISL), VPRPL - Water & Sewage
8] Ion Exchange - Effluent & H2 Recycling
9] Nupur Recyclers - Metal Scrap
10] Tinna Rubber, Hi-Green Carbon - Tyre / Rubber
Rising demand + policy support = Long-term growth story ๐
๐ญ Are you holding or tracking any of these companies?
๐ซ No Buy/Sell Recommendation.
@deepak4748@KhapreVishal
Complete BESS Ecosystem Stocks (Battery Energy Storage Systems)
Raw Material Sourcing
Hindalco
NALCO
Vedanta group
Hindustan Copper
Manganese Ore India Ltd (MOIL)
Material Processing
HEG
Neogene Chemicals
Gujarat Flurochemical
Himadri Speciality Chemicals
Material Processing โ Proxy
Uflex
Polyplex
SRF Ltd
Cell Manufacturing
Amara raja
Exide
Adani Enterprises
Tata Motors
Mahindra & Mahindra
Larsen & Toubro
Cell-To-Pack Manufacturing
JBM Auto
Ola Electric Mobility ltd
Mercury EV-Tech
Maxvolt Energy Ind
Kabra Extrusion
BESS PSP Standalone Players
NHPC
NTPC
BHEL
Adani Group
Tata Power
Torrent Power
JSW Energy
BESS Power Transmission
Power Grid Corporation of India ltd
BESS Grid Integration / stabilization
ABB India ltd
Cummins India Ltd
Siemens Energy
Hitachi energy India ltd
Schneider Electric
Larsen & Toubro
BESS Capital Goods
CLN Energy
CG Power & Industrial Sol Ltd
Exicom Power
Quality Power
Prostarm Info Systems
Servotech power system ltd
BESS Technology
LTTS
Cyient ltd
BESS EPC Players
Advait Energy
ACME Solar
GP Eco Ltd
HG Infra
KEC Int
KPI Green
SPML Infra
Bondada Eng
Oriana Power
Credit - @Vismaya9999