Lakshminarayanan Sivaraman

[Lakshminarayanan Sivaraman @SLNVyas]

Booked tickets from MAA to YYZ via AUH for 2nd March. The flight was cancelled due to disruptions.
We were instructed to contact the call centre for rescheduling.Despite waiting patiently for more than 2 hours, no response.@etihad
Please DM.I am 68 years old

[Lakshminarayanan Sivaraman @SLNVyas]

@MohiniWealth A/C bus stop in many places in Kumbakonam,tier 2 town in Tamilnadu provided by CUB,long back.

[Lakshminarayanan Sivaraman @SLNVyas]

https://t.co/9h5vi0Gz66

[Lakshminarayanan Sivaraman @SLNVyas]

@Curious_Shubh @CuriousPayal Heartiest congratulations

[Lakshminarayanan Sivaraman @SLNVyas]

@mayank66333 @sanjyotkhare Share capital is doubled not due to the split but because of the 1:1 bonus.

[Lakshminarayanan Sivaraman @SLNVyas]

@Starboy2079 Bitter truth.

[Mohini Maheshwari @mohinimaheshwa]

*Stocks in News*

*P&G:* Net profit up 36.5% Rs 210.7 cr, Revenue up 8.9% at Rs 1,138.4 cr YoY (Positive)

*TVS Motors:* Net profit at Rs 536.6 cr vs poll Rs 520.0 cr, Revenue at Rs 8144.0 cr vs poll Rs 8184.0 cr YoY (Positive)

*DCX System:* Net profit up 49% at Rs 20.0 cr, Revenue up 78% at Rs 309.0 cr YoY (Positive)

*Vesuvius:* Net profit at Rs 60 cr vs Rs 36.0 cr, Revenue up at Rs 413.0 cr vs Rs 352.0 cr YoY (Positive)

*Vaibhav Global:* Net profit at Rs 29.4 cr vs Rs 22.9 cr, Revenue up at Rs 700.0 cr vs Rs 646.0 cr YoY (Positive)

*De Nora:* Net profit at Rs 6.4 cr vs Rs 1.6 cr, Revenue up at Rs 19.1 cr vs Rs 14.4 cr YoY (Positive)

*Nelcast:* Net profit at Rs 16.6 cr vs Rs 12.1 cr, Revenue up at Rs 358.0 cr vs Rs 329.0 cr YoY (Positive)

*Mangalore Chem:* Net profit at Rs 67.0 cr vs loss Rs 32.2 cr, Revenue up at Rs 141.0 cr vs Rs 283.0 cr YoY (Positive)

*SIS:* Net profit at Rs 75.3 cr vs Rs 67.4 cr, Revenue up at Rs 3074.0 cr vs Rs 2768.0 cr YoY (Positive)

*Spandana:* Net profit at Rs 116 cr vs Rs 49.5 cr, Revenue at Rs 584.0 cr vs Rs 281.0 cr YoY (Positive)

*Tata Motors:* Arbitral tribunal rules in favour of company and Tribunal asked West Bengal Industrial Development to pay Tata Motors Rs 766 cr + interest at 11% (Positive)

*Chemplast Sanmar:* Company's chemicals division gets LoI to manufacture pipeline Active Ingredient. (Positive)

*Bajaj Hindusthan:* Company gets Rs 1,361 crore order toward cane payment arrears from Uttar Pradesh Power Corp (Positive)

*Triveni Eng:* Net profit down 97.9% at Rs 29.1 cr vs Rs 1,388 cr, Revenue up 9.9% at Rs 1,617.4 cr vs Rs 1,471.6 cr (YoY) (Neutral)

*GMR Airports:* Net loss of Rs 190.4 cr vs loss of Rs 197.1 cr, Revenue up 30.3% at Rs 2,063.5 cr vs Rs 1,583.6 cr YoY (Neutral)

*Castrol:* Net profit up 3.8 at Rs 194.4 cr Vs Rs 187.2 cr, Revenue up 5.5% at Rs 1,183 cr Vs Rs 1,121 cr (YoY) (Neutral)

*Sterling Tools:* Net profit down 24.7% at Rs 12.5 Cr vs Rs 17 cr, Revenue up 17.7% at Rs 210.2 Cr Vs Rs 178.6 cr (YoY) (Neutral)

*DLF:* Net profit up 30.6% at Rs 622.8 cr vs Rs 477 cr, Revenue up 3.5% At Rs 1,347.7 Cr Vs Rs 1,302.3 cr (YoY) (Neutral)

*APL Apollo:* Net profit up 35% at Rs 203.0 cr, Revenue up 17% at Rs 4630.0 cr YoY (Neutral)

*LG Balakrishnan:* Net profit up 12.4% at Rs 75.5 cr vs Rs 67 cr, Revenue up 3.8% at Rs 600 cr vs Rs 578 cr (YoY) (Neutral)

*Rainbow:* Net profit at Rs 62.9 cr vs Rs 61.1 cr, Revenue at Rs 333 cr vs Rs 313 cr YoY (Neutral)

*Marico:* Net profit at Rs 360.0 cr vs poll Rs 346.0 cr, Revenue at Rs 2476.0 cr vs poll Rs 2464.0 cr YoY (Neutral)

*DCM Shriram:* Company to set up sugar plant at Loni, Uttar Pradesh. (Neutral)

*Colgate:* Company gets Transfer Pricing Order from the Income Tax Authority for AY22; income Tax liability of Rs 170 Cr (Negative)

*DCM Shriram:* Net profit down 75% at Rs 32.0 cr, Revenue down 2% at Rs 2708.0 cr YoY (Negative)

*Fine Organics:* Net profit down 49% at Rs 103.0 cr, Revenue down 41% at Rs 540.0 cr YoY (Negative)

*Ramco Systems:* Net loss at Rs 145.8 cr vs Rs 46.8 cr, Revenue down 9.1% at Rs 126.8 cr vs Rs 139.5 cr (YoY) (Negative)

*Siyaram Silk:* Net profit of Rs 61.0 cr vs profit of Rs 80.0 cr, Revenue down at Rs 586.0 cr vs Rs 636.0 cr YoY (Negative)

[FinAspiration @FinAspiration]

👉Top Undervalued Small Cap Stocks which is Trading at a reasonable valuation. Which is having Good business model, Fundamentals.

[ A detailed Thread 🧵👇✨ , Not to miss To understand Core Business model segment wise Revenue Fundamentals✨ of the company Shareholding Pattern, Future Growth opportunities For the Company ]

🌟 JK Paper :-

👉JK Paper is a leading Indian paper and board manufacturer with a production capacity of over 1.2 million tonnes per annum.
👉The company's business model is based on the integrated production of pulp and paper, which allows it to control costs and ensure a consistent supply of raw materials.

🌟 Segment Wise revenue :-

💥 Writing and Printing : 40%
💥 Packaging Board : 40%
💥 Pulp : 20%.

🌟 Fundamentals Of the company

⚡ MARKET CAP :- ₹ 6,448 Cr
⚡ CMP :- ₹ 380
⚡ PE :- 5.09
⚡Industry PE :- 14.9
⚡ ROCE :- 28.5 %
⚡ ROE :- 33.4 %
⚡ Debt to Equity :- 0.67
⚡OPM :- 31.3 %
⚡Dividend Yield :- 2.11 %
⚡Return over 1year :- (-1.57%)
⚡Qtr Sales Var :- 10.8 %
⚡Price to book value :- 1.59

🌟 Shareholding pattern
⚡ Promoters :- 49.64%
⚡FIIs :-10.90%(Increase in 0.46% of holding compared to previous Qtr)
⚡DIIs :- 3.18%(Increase in 0.6% of holding compared to previous Qtr)
⚡Public :- 36.29%(Decrease in 0.50% of holding compared to previous Qtr)

🌟 Future Growth Opportunities

✨Expanding its specialty paper business 🌟.

👉JK Paper is expanding its specialty paper business, which includes products such as coated paper, carbonless paper, and thermal paper. 👉These products have higher margins than printing and writing paper, and they are also in high demand from various industries, such as pharmaceuticals, FMCG, and retail.

✨ Export potential 🌟:

👉 JK Paper has a strong export presence, and it is well-positioned to capitalize on the growing demand for paper in emerging markets

🌟 Dhunseri Ventures :-

👉It is a diversified company with interests in petrochemicals, tea, and power.

🌟 Segment Wise revenue :-

���� Petrochemicals : 70%
💥 Tea : 20%
💥 Power : 10%.

🌟 Fundamentals Of the company

⚡ MARKET CAP :- ₹ 997 Cr
⚡ CMP :- ₹ 285
⚡ PE :- 2.46
⚡Industry PE :- 14.0
⚡ ROCE :- 28.0 %
⚡ ROE :- 23.1%
⚡ Debt to Equity :- 0.14
⚡OPM :- 12.1 %
⚡Dividend Yield :- 1.76 %
⚡Return over 1year :- 30.7%
⚡Qtr Sales Var :- 3.04 %
⚡Price to book value :- 0.38

🌟 Shareholding pattern
⚡ Promoters :- 75.00%
⚡FIIs :-0.55%(Increase in 0.04% of holding compared to previous Qtr)
⚡DIIs :- 2.08%(Decrease in 0.01% of holding compared to previous Qtr)
⚡Public :- 22.35%(Decrease in 0.03% of holding compared to previous Qtr)

🌟 Future Growth Opportunities

✨Expanding its petrochemicals business 💥: 

👉DPTL is expanding its specialty petrochemicals business, which includes products such as polyester film and polyester yarn. These products have higher margins than basic petrochemicals, and they are also in high demand from various industries, such as packaging, textiles, and automotive.

✨ Increasing its exports 💥:

👉 DPTL is already a major exporter of petrochemicals and tea, and it is well-positioned to capitalize on the growing demand for these products in emerging markets. The company is planning to expand its export presence to new markets and to increase its exports to existing markets

🌟 D-Link India :-

👉The company is based on the distribution and sale of networking and connectivity products.
👉The company offers a wide range of products, including routers, switches, Wi-Fi extenders, IP cameras, and smart home devices.

🌟 Segment Wise revenue :-

💥Consumer Networking: 70%
💥 Enterprise Networking : 25%
💥 Others : 5%.

🌟 Fundamentals Of the company

⚡ MARKET CAP :- ₹ 1,073 Cr.
⚡ CMP :- ₹ 302
⚡ PE :- 12
⚡Industry PE :- 38.2
⚡ ROCE :- 33.8 %
⚡ ROE :- 25.4 %
⚡ Debt to Equity :- 0.03
⚡OPM :- 10.1 %
⚡Dividend Yield :- 1.65%
⚡Return over 1year :- 48.7%
⚡Qtr Sales Var :- 1.56 %
⚡Price to book value :- 2.98.

🌟 Shareholding pattern
⚡ Promoters :- 51.02%
⚡FIIs :-0.34%(Increase in 0.21% of holding compared to previous Qtr)
⚡DIIs :- 0.13%(Increase in 0.08% of holding compared to previous Qtr)
⚡Public :- 48.51%(Decrease in 0.28% of holding compared to previous Qtr)

🌟 Future Growth Opportunities

✨Expanding its product portfolio :

👉D-Link India is planning to expand its product portfolio to include new products such as 5G routers, mesh Wi-Fi systems, and smart home devices. 💥.

✨Expanding its SMB business:

👉D-Link India is targeting the SMB sector for growth. The company is offering a wide range of networking products and solutions that are tailored to the needs of SMB

🌟 Indo Borax & Chemicals :-

👉 Indo Borax & Chemicals is a leading manufacturer of boron and lithium products in India. The company's business model is based on the mining, processing, and sale of boron and lithium ores. Indo Borax & Chemicals.

🌟 Segment Wise revenue :-

💥Boron Products: 95%
💥Lithium Products: 5%

🌟 Fundamentals Of the company

⚡ MARKET CAP :- ₹ 503 Cr
⚡ CMP :- ₹ 157
⚡ PE :- 10.4
⚡Industry PE :- 28.8
⚡ ROCE :- 28.7 %
⚡ ROE :- 21.0 %
⚡ Debt to Equity :- 0.00
⚡OPM :- 25.9 %
⚡Dividend Yield :- 0.64%
⚡Return over 1year :- 24.7%
⚡Qtr Sales Var :- 4.68%
⚡Price to book value :- 1.97.

🌟 Shareholding pattern
⚡ Promoters :- 52.07%
⚡FIIs :-0.01%(Decrease in 0.20% of holding compared to previous Qtr)
⚡Public :- 47.90%(Increase in 0.19% of holding compared to previous Qtr)

🌟 Future Growth Opportunities

✨Growing demand for boron and lithium products:

👉 Boron and lithium products are used in a wide range of industries, including construction, glass, ceramics, and batteries.
✨The demand for these products is expected to grow rapidly in the coming years, driven by factors such as urbanization, industrialization, and the growth of the electric vehicle market.

⚡Expanding its exports:

👉IBCL is planning to expand its exports to new markets. The company is currently exporting its products to over 20 countries

🌟 Sree Rayalaseema Hi-Strength Hypo Limited :-

👉 It is a leading producer of Calcium Hypochlorite, Stable Bleaching Powder, Sulphuric Acid and other chemicals

🌟 Segment Wise revenue :-

💥Chemical Manufacturing: 95%
💥Power Generation: 5%

🌟 Fundamentals Of the company

⚡ MARKET CAP :- ₹ 973 Cr.
⚡ CMP :- ₹ 566.
⚡ PE :- 6.83
⚡Industry PE :- 28.8
⚡ ROCE :- 26.4 %
⚡ ROE :- 21.6 %
⚡ Debt to Equity :- 0.02
⚡OPM :- 11.9 %
⚡Dividend Yield :- 0.71%
⚡Return over 1year :- (-17%)
⚡Qtr Sales Var :- (-54.2%).
⚡Price to book value :- 1.29.

🌟 Shareholding pattern
⚡ Promoters :- 62.09%
⚡FIIs :-0.64%(Increase in 0.04% of holding compared to previous Qtr)
⚡DIIs :-0.04%(No change in holding compared to previous Qtr)
⚡Public :- 37.23%(Decrease in 0.04% of holding compared to previous Qtr)

🌟 Future Growth Opportunities

✨Growing demand for water treatment chemicals: 
👉The demand for water treatment chemicals is expected to grow rapidly in the coming years, driven by factors such as urbanization, industrialization, and climate change.

✨Increasing its wastewater treatment business:
👉SRHHL is planning to increase its wastewater treatment business by setting up new plants and increasing its capacity. The company is also focusing on developing new wastewater treatment chemicals

✨Growing demand for boron and lithium products:

👉 Boron and lithium products are used in a wide range of industries, including construction, glass, ceramics, and batteries.
✨The demand for these products is expected to grow rapidly in the coming years, driven by factors such as urbanization, industrialization, and the growth of the electric vehicle market

🌟 Bajaj Steel Industries :-

👉 The company manufactures cotton ginning and pressing machineries, pre-fabricated building structure, components and allied products. It is also engaged in manufacturing of master-batches under its plastic division.

🌟 Segment Wise revenue :-

🌟Steel Segment: 95%
🌟 Superpack Segment: 5%

🌟 Fundamentals Of the company

⚡ MARKET CAP :- ₹ 550 Cr.
⚡ CMP :- ₹ 1,058
⚡ PE :- 8.21
⚡Industry PE :- 20
⚡ ROCE :- 30.7 %
⚡ ROE :- 24.8%
⚡ Debt to Equity :- 0.16
⚡OPM :- 17.0 %
⚡Dividend Yield :- 0.28%
⚡Return over 1year :- 50.2%
⚡Qtr Sales Var :- 5.92%
⚡Price to book value :- 2.01

🌟 Shareholding pattern
⚡ Promoters :- 47.69%
⚡FIIs :-0.07%(No change in holding compared to previous Qtr)
⚡Public :- 52.25%(Increase in 0.01% of holding compared to previous Qtr)

🌟 Future Growth Opportunities

✨ Growing demand for cotton ginning and processing machinery:
👉 The demand for cotton ginning and processing machinery is expected to grow rapidly in the coming years, driven by factors such as increasing cotton production, rising disposable incomes, and growing demand for cotton products.

✨ Entering new segments:
👉BSIL is planning to enter new segments such as oilseed processing machinery and food processing machinery.

Follow 👉🌟 @StockPassionate 👈. For more insights related to the Finance and Stock market concepts which is simplified in easy to Understand manner

[Lakshminarayanan Sivaraman @SLNVyas]

@rattibha @vvigneshbca22 @photochess @rpragchess @TOIIndiaNews @RevSportz @htTweets @PMOIndia @anandmahindra @RT_India_news @StarSportsIndia @chesscom @aicfchess Heartiest congratulations Behind every successful individual, there's a story of unwavering support and sacrifices. Credit goes to Pragyananda's parents. Both have stood by his side through thick and thin.

[Lakshminarayanan Sivaraman @SLNVyas]

@StocksTreasures Excellent write up.
Thank you for your analysis.
How do you compare this company with Bright Bros?
Pioneer in plastic industries
Known for its quality products
Consolidating at150 for a long time.

[Stocks Treasures 💎 @StocksTreasures]

In this Detailed Thread 🧵 we'll look to analyse a Microcap Company 🧢 'PRIMA PLASTICS LTD' Each and every neeche details about this company will be covered in this thread from its Business, to its fundamentals, to its product mix, to its financials, to its

#PrimaPlastics

[Lakshminarayanan Sivaraman @SLNVyas]

@nid_rockz No movement in Gsfc, another PSU.Its investment value in Gnfc and Gujarat gas is more than its market cap.Fertilizer and other chemical business are available free.

[Lakshminarayanan Sivaraman @SLNVyas]

@nakulvibhor GSFC
Time Techno plast.

[Lakshminarayanan Sivaraman @SLNVyas]

@jitenkparmar Kalpataru power transmission still valued reasonably.