Saket Reddy @saketreddy Twitter profile

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Saket Reddy

@saketreddy

4 years

The best ways to play the real estate revival theme instead of buying the home builders :- 1. Ceramics (CERA, KAJARIA) 2. Pipes (ASTRAL, SUPREME, APLAPOLLO) 3. Paints (ASIAN, BERGER) 4. Cement (JKCEM, SHREEC) 5. Construction Chemicals (PIDILITE) 6. Electricals (POLYCAB, HAVELLS)

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Saket Reddy

@saketreddy

2 years

Warikoo did epic shit by recommending Vauld. Pure shit.

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Saket Reddy

@saketreddy

2 years

If you @nsitharaman want to really do something, instead of standing up and appreciating the indian retailer, scrap LTCG. No use of shouting in the house.

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Saket Reddy

@saketreddy

4 years

For all new investors who want to make a low volatile portfolio, here are some stocks with 1yr Targets:- DMART - 2900 GODREJCP - 800 DABUR- 560 ICICIGI - 1600 HDFCLIFE - 720 SBILIFE - 1100 LUPIN - 1100 AUROPHARMA - 920 PIDILITIND - 1700 DIVIS - 2700 All the best!

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Saket Reddy

@saketreddy

4 years

Stocks with Price >2000, High ROCE & High Revenue Growth! These kind of stocks are ignored by investors by seeing their high price & people think high price means high valuations, but the real compounding & Alpha generation happens here! @AnyBodyCanFly @nid_rockz @SumitResearch

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Saket Reddy

@saketreddy

4 years

1. Market Cap > 2500 2. ROE > 15% 3. 5yr CFO Growth > 10% 4. 5yr EBITDA Growth > 10% 5. 5yr EPS Growth > 10% 6. 5yr Revenue Growth > 10% 7. Low debt 31 Dominant Companies in their respective sectors. Create a portfolio, some might go bust, some might still compound at 15-20%!

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Saket Reddy

@saketreddy

3 years

Was having chest pain and shortness of breath over the last 4-5 days but absolutely no weakness, fever, cold, loss of smell, etc.. hence, got tested day before and I am COVID positive. Didn't step out of my home since last one month. Will be off from Twitter for sometime!

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Saket Reddy

@saketreddy

3 years

This guy has lost it.

ET NOW

@ETNOWlive

3 years

#StocksToWatch | Paytm did more loans than #BajajFinance in 3 years, says Vijay Shekhar Sharma at #IndiaDigitalSummit by IAMAI. Listen in @paytm @vijayshekhar @IAMAIForum @RajanAnandan @Sequoia_India #StocksToWatch

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Saket Reddy

@saketreddy

3 years

LAURUSLABS 1 Lakh Crore MCap by FY25?

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Saket Reddy

@saketreddy

3 years

If you want to dream, sky is the limit! I am a dreamer! Opportunity in API's is 2x, 3x. Now we are at X, we will invest! - Murali Divi

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Saket Reddy

@saketreddy

3 years

Chemical names like PIIND, DEEPAKNTR, AARTIIND, NAVINFLUOR, NEOGEN, etc... down in double digit percentage points from their 52 week highs. A couple of days of correction like this and I will think of adding onto them. Earnings trajectory remains intact over the longer run.

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Saket Reddy

@saketreddy

4 years

Many People ask me my holdings and think that I am some big HNI boasting in Twitter. No, I am just a small retail investor who has a pretty concentrated portfolio and who hedges it through various option strategies as per volatility. So, here is my Core Portfolio :-

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Saket Reddy

@saketreddy

3 years

IEX Investor Presentation & Q3FY21 Earnings call tells us a lot about how the management is prepped up for the humongous growth in coming years. Apart from its stellar operational metrics, IEX also presents an opportunity into a largely under-penetrated Energy & Power markets.

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Saket Reddy

@saketreddy

4 years

Okay folks, shared 10 solid long term charts today! They are :- DABUR ASIANPAINT BRITANNIA AMBER ORIENTELEC JKCEMENT WHIRLPOOL HATSUN SUNDRMFAST ATUL SUPREMEIND Signing off for the day! Will share more such charts tomorrow! Good Night!

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Saket Reddy

@saketreddy

3 years

Portfolio as on 30th April!

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Saket Reddy

@saketreddy

2 years

Ambit Ten-Bagger list. Some interesting names in it.

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Saket Reddy

@saketreddy

3 years

Bought 2 companies from 2 different sectors from the proceeds of my exit from LTI & HCLTECH. Bought ACRYSIL which is a leader in Quartz Sinks and HLEGLAS which is a leader in Filtration & Drying Systems. I feel both businesses can grow earnings at > 15% CAGR for next 2-5 years!

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Saket Reddy

@saketreddy

3 years

IEX Board to consider proposal for declaration of bonus issue of equity shares on October 21.

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Saket Reddy

@saketreddy

3 years

I don't understand why LIC employees and unions are protesting against IPO. What do they have to lose here? Management control will always be with the govt. Jobs & salaries will remain same as notified. So they're scared of Accountability and change in the chalta hai culture?

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Saket Reddy

@saketreddy

2 years

LIC crazy stuff. Reports numbers in lakhs. PAT at 2.4 lakh lakhs. 😂

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Saket Reddy

@saketreddy

4 years

If you are a serious investor, look at Free cash flow, not at PE Ratio and 52 week low. Every business will make profits, but at the end of the day, only those will succeed, who will consistently take cash home every year. Happens even in an MSME! Simple logic!

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Saket Reddy

@saketreddy

4 years

20 TOP QUALITY NIFTY SMALLCAP 100 STOCKS exhibiting good EPS growth along with CFO growth with high ROE's and low Debt :- AFFLE CDSL DEEPAKNTR FDC GMM GRANULES HEIDELBERG IEX INDIAMART KAJARIACER LAURUSLABS LINDEINDIA MCX PERSISTENT PGHL RAIN SUVENPHAR TATAELXSI TIMKEN WESTLIFE

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Saket Reddy

@saketreddy

2 years

India becoming an Automobile export behemoth! In FY22 YoY:- HEROMOTCO exports up > 50%. EICHERMOT Royal Enfield's exports up 110%. MARUTI Suzuki exports up ~140%. TATAMOTORS CV exports up 72%. M&M exports up 77%, farm equipment exports up 65%. ASHOKLEY exports up ~38%.

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Saket Reddy

@saketreddy

3 years

Electric Vehicles are not a risk, rather an opportunity for RAJRATAN! Electric cars are often heavier (upto 20-30%) than non-electric counterparts. The batteries, will make the tyres experience greater load and pressure, consequently burning out faster.

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Saket Reddy

@saketreddy

4 years

For everyone who want to play the INDIA growth story through consumption, here is a 20 stock quality portfolio:- RELAXO ASIANPAINT TITAN NESTLEIND DMART CROMPTON JCHAC DABUR EICHER AIRTEL ZYDUSWELL DIXON AMBER VBL WHIRLPOOL JUBLFOOD PAGEIND BRITANNIA VSTIND PIDILITIND

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Saket Reddy

@saketreddy

3 years

TCS Buyback :- Legends would be busy in checking retail acceptance ratio, when to buy/tender, etc.. Ultra Legends would be enjoying their life holding their shares and not tendering in the buyback. They would keep repeating this year after year and reap the benefits later.

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Saket Reddy

@saketreddy

4 years

Companies with :- 1. Market cap>2500cr 2. ROCE>15% 3. Low debt 4. Share Price growth has been Proportional to Earnings growth over last 5 yrs. The methodology can be considered as "Growth/Quality at Reasonable Price" as these cos are trading at same valuations since 5yrs.

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Saket Reddy

@saketreddy

2 years

Buying DIVISLAB here, haven't seen it at these multiples in a long time. You don't get to see DIVIS at <25 times 1yr foward EVEBITDA often.

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Saket Reddy

@saketreddy

3 years

ASTRAL has decided to enter in the business verticals of Faucets & Sanitaryware as a part of its growth strategy to leverage the brand ASTRAL and its Network of more than 33000 dealers in Pipes and more than 130000 dealers in Adhesives & Sealant vertical across the country.

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Saket Reddy

@saketreddy

3 years

Portfolio was very resilient during the month. Was up over 8% this month vs 3.7% for BSE500. One might think that's a lot of stocks but I've made it clear long time ago that I've gone with a basket approach in sectors like Home building materials & Chemicals, so not an issue.

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Saket Reddy

@saketreddy

3 years

Exited HLEGLAS & some IEX primarily to raise cash. Getting a good dip in many good mid and smallcaps across sectors (HFC's, API, Chem, IT, Pharma, etc..). Would be better to nibble into them with a greater margin of safety. Will probably deploy the cash in a staggered manner.

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Saket Reddy

@saketreddy

4 years

People saying ITC will be multibagger, value pick, FMCG Behemoth, Cash cow, etc.. and are buying on every decline for dividends, that's a bad strategy. If ITC could really give exponential returns, buy it after it crosses ATH! Why not miss 80% rally for 1000%??

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Saket Reddy

@saketreddy

3 years

Mr. Sunil Chordia of RAJRATAN Global Wires says,"It is first time in my life that customers are asking us to grow and asking when are you increasing capacities." Says that is a very rare thing that is happening that customer is chasing them and asking about the expansion plans.

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Saket Reddy

@saketreddy

4 years

SMALLCAPS THAT ONE CAN LOOK AT :- PAUSHAK TRANSPEK HLEGLAS FRONTSP TYCHE ION EXCHANGE FIEMIND PAPERPROD EVEREST ORGANICS CUPID AXTEL LINCOLN These companies have generated consistent positive free cash flow, Consistent high ROCE, good earnings growth, low debt and no pledge!

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Saket Reddy

@saketreddy

2 years

Marcellus adds PAUSHAK to their smallcap fund. While I like the co, marcellus guys have come on TV and said that they don't believe in govt/regulator controlled moats. Now adds Paushak saying, licensing regime in India is very stringent and this creates barriers to entry.

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Saket Reddy

@saketreddy

4 years

This news of @CNBC_Awaaz anchors reveals what happens beyond the channel's recommendations. According to SEBI's 35 page Report, they've gained around Rs. 2.95 crores! Read the entire report from the link, it gets as interesting as it can! 👇👇👇

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Saket Reddy

@saketreddy

2 years

NAUKRI in Marcellus Kings of Capital, MASFIN out.

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Saket Reddy

@saketreddy

2 years

Fundamentally strong names such as SYNGENE, PIIND, VBL, SUVENPHAR, NH, JUBLFOOD, GARFIBRES, TARSONS, RPGLIFE, MAXHEALTH, EICHERMOT, etc..outperforming the market by a good margin today. Holding all of the above mentioned names comfortably, no intention of selling anytime soon.

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Saket Reddy

@saketreddy

2 years

RAJRATAN has crushed the worked capital cycle from 60-90 days over the last decade to 27 days in FY22. ROCE at 38%. Plans to grow volumes by ~25% in FY23 (110-115K tonnes) & maintain EBITDA Margins close to 20%. Can end FY23 with 220-230Cr EBITDA.

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Saket Reddy

@saketreddy

4 years

20 TOP QUALITY NIFTY 50 STOCKS exhibiting good EPS growth along with CFO growth with high ROE's and low Debt :- ASIANPAINT BAJFINANCE BRITANNIA CIPLA DIVISLAB DRREDDY EICHERMOT HCLTECH HDFCBANK HDFCLIFE HEROMOTOCO HINDUNILVR ITC INFY KOTAKBANK MARUTI NESTLEIND SHREECEM TCS TITAN

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Saket Reddy

@saketreddy

2 years

PPFAS Mutual fund in RAJRATAN concall. Interesting!

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Saket Reddy

@saketreddy

2 years

Almost entire India is bearish on IT now. I am bullish, haven't sold a single share. Indian IT is no longer labour arbitrage. IT spending growth to remain above pre covid levels barring a quarter or two of slowness. Price hikes & pyramid rationalisation to aid margins.

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Saket Reddy

@saketreddy

3 years

DIVISLAB 5000! What a compounder it has been!

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Saket Reddy

@saketreddy

3 years

There's not much difference between Mr. Jhunjhunwala & Mr. Mukherjea. Both say the same thing all the time, Saurabh repeats everything and the former says the same thing in different words. Absolutely a waste of time watching either of them, better devote your time to research.

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Saket Reddy

@saketreddy

2 years

DEEPAKNTR is transitioning from a bulk chemical-focused entity to a high-margin chemical intermediates-focused Company.

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Saket Reddy

@saketreddy

3 years

Parag Parikh Flexi Cap fund captures only 36% downside of its benchmark and 77% upside. The performance depicts it clearly that outperforming in a bear market is the power of the fund. Same is with Marcellus, sadly some people only look at 1yr numbers and misunderstand.

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Saket Reddy

@saketreddy

2 years

Superb video by SOIC. I am bullish on the AgChem & fluorine basket, Hospital twins, Consumption twins, proxies, IT products, a pharma demerger, the finance trio & holding most of them as well. Time to buy is when sentiment and valuations are depressed.

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Saket Reddy

@saketreddy

4 years

Why do many Twitter analysts say :- 1. Will share few technical breakout investment idea soon. 2. I will share chart after 50 or 100 retweets. 3. I will share technical breakout after 100 likes, etc. Act to gather attention/followers or Pump and Dump going on?

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Saket Reddy

@saketreddy

3 years

DMART has taken PE Ratio investors to a toss since its IPO!

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Saket Reddy

@saketreddy

2 years

LAURUSLABS Leadership with +25% global share in several APIs in select high-growth therapeutics. Amongst top 3 (India) in Reactor Capacity at 6mnL. Working with 10+ Global generics and 4+ Global pharma innovators. Formulations, >80% of addressable opportunity in Non-ARVs.

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Saket Reddy

@saketreddy

3 years

MARICO still growing volumes in double digits on a "high" base! No big FMCG Company is able to do it even on a low base.

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Saket Reddy

@saketreddy

3 years

I've made few changes to the Portfolio today. I have entered the market leaders in Tiles and Sanitary ware industry both KAJARIACER & CERA just to add more power to my thesis in playing the "Home Building Materials" theme. This I've done by exiting TITAN & NESTLEIND completely.

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Saket Reddy

@saketreddy

2 years

Some of the newly listed chemical companies recent move from peak in TTM price to sales :- CLEAN - 55.2x to 24.4x AETHER - 21.7x to 16x LXCHEM - 7.8x to 2.7x AMIORG - 14.9x to 6x ANURAS - 15.7x to 5.3x TATVA - 21x to 11x ROSSARI - 11x to 4.4x FAIRCHEMOR - 5.7x to 2.8x

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Saket Reddy

@saketreddy

3 years

LAURUSLABS 2 Years Revenue Target Rs. 7500 Cr. Considering no Valuation Re-Rating at all until FY23 and at 5x Sales, you ar getting 55% stock price upside visibility for next 2 years. Remember, no Re-Rating at all, only EPS growth.

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Saket Reddy

@saketreddy

3 years

The next big crisis for India could be inflation! Hedge yourselves properly!

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Saket Reddy

@saketreddy

3 years

SEQUENT 2.0! 🐕

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Saket Reddy

@saketreddy

4 years

Don't get excited to buy Amber after the ban on Import of AC with "REFRIGERANTS"! Amber makes AC's, not REFRIGERANTS! A Co can also import only AC and then buy REFRIGERANTS here. Focus on NAVIN FLUORINE & SRF! LEADERS IN R-22 & HFC REFRIGERANT GAS USED IN AC's!

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Saket Reddy

@saketreddy

4 years

I have done analysis of all multicap funds and calculated the anticipated inflows into smallcaps as per minimum inflow of 25%. Smallcap stocks could see a potential inflow of 37900Cr, as per the data I have. Source:- RUPEEVEST @varinder_bansal @SumitResearch @MrRChaudhary

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Saket Reddy

@saketreddy

4 years

Growth at a Fair Price stocks :- 👉 Companies growing sales at double digits! 👉Low debt/pledge! 👉 Sustainable ROCE levels! 👉 Trading at low valuations! 1. BALKRISIND 2. KPRMILL 3. POLYCAB 4. ATUL 5. APLAPOLLO 6. NAVINFLOUR 7. LTTS 8. GALAXYSURF 9. RATNAMANI 10. HCLTECH

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Saket Reddy

@saketreddy

3 years

AARTIIND's Q3FY21 Con-call was all about CAPEX! 1200 Crs CAPEX (1/3rd of Gross Block) every year for next 5-6 years. ~2400 Crs (3/4th of Gross Block) CAPEX being commissioned in FY22. Company would be at a completely different level 5-10yrs from now. Hyperscaling!

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Saket Reddy

@saketreddy

2 years

Marcellus adds VIJAYA Diagnostic Centre and exits Gujarat Ambuja Exports.

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Saket Reddy

@saketreddy

3 years

RAJRATAN GLOBAL is among Asia’s largest bead wire manufacturers (ex-China) & has over 45% Market Share in India, it is also the only bead wire manufacturer in Thailand. Promoter actively buying stake, direct play on tyre industry and tyre replacement. Business in sweet spot!

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Saket Reddy

@saketreddy

3 years

The most interesting Concall in the quarter is of PRAJIND so far! Amazing! Lots of insights into the future of the company as well as the industry! Now onto DEEPAKNTR!

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Saket Reddy

@saketreddy

3 years

INDOCO can end FY22 with :- 1. > 20% EBITDA Margins. 2. 300-350Cr EBITDA. 3. 150-180Cr PAT aided by lower tax rate. 4. ROCE > 20% Management has also guided for 500Cr EBITDA by FY24.

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Saket Reddy

@saketreddy

3 years

Asian Paints enters Designer Wall Tiles segment under the Royale brand after entering into Home decor, Adhesives & waterproofing. Wall tiles is an interesting business considering the demand in Kitchens and Bathrooms compared to Paints. All depends on how they scale the biz.

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Saket Reddy

@saketreddy

2 years

PIIND is truly the Divis of AgChem CSM! Growing at >20% even after a high base FY21. CSM runrate now >4000Cr. Order book at >$1.4bn. 8 new customers acquired in 9MFY22. 4 new molecules commercialized; 3 more planned in Q4. >40 products at different scale up stages.

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Saket Reddy

@saketreddy

3 years

Will be off from Twitter and the markets over the weekend and most of next week! Taking time out to prepare for some exams!

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Saket Reddy

@saketreddy

3 years

It's fascinating to see that Niche Micro-Cap businesses like KOVAI, RAJRATAN, GANECOS, IONEXCHANG still being ignored due to recency bias towards Micro-Caps, they are still cheap IMO! These are high ROCE companies with neat balance sheets, decent CFO/EBITDA & good managements.

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Saket Reddy

@saketreddy

3 years

Superb Annual Report from RAJRATAN 👌👌! A must read for everyone!

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@saketreddy

3 years

GUJARAT GAS the cash compounding machine growing earnings at > 20% at an ROCE over 30% also being one of the best proxies to the Morbi & a new ceramic cluster in Aniyari's demands and the industrial activities in Dahej, Silvassa with Bhatinda likely to be a fresh trigger!

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Saket Reddy

@saketreddy

3 years

Deepak Phenolics announces a 700Cr CAPEX to add new solvents, which are downstream of Phenol & Acetone. These solvents which are required for Life Science Industry, such as Pharma & Agrochemicals, would also support growing demands in coating segment.

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Saket Reddy

@saketreddy

3 years

@ishmohit1 KPRMILL SAREGAMA PRIVISCL GREENPANEL INTELLECT PIIND APLAPOLLO FLUOROCHEM NEOGEN ACRYSIL FAIRCHEMOR

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Saket Reddy

@saketreddy

3 years

PREVEST DENPRO New compounder in the town? Top class capital allocation coupled with clean compliance operating at a global scale. Over the last 5yrs, ROCE > 25%, EBITDA Margins > 20%, negative cash conversion cycle & debt free. Scaling gross block by 200% from 8 to 24Cr!

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Saket Reddy

@saketreddy

3 years

Used the proceeds to average onto SOLARA, LUXIND, SEQUENT, OAL, DEEPAKNTR, KPRMILL & HIKAL in a staggered manner over the last couple of days.

Saket Reddy

@saketreddy

3 years

Exited HLEGLAS & some IEX primarily to raise cash. Getting a good dip in many good mid and smallcaps across sectors (HFC's, API, Chem, IT, Pharma, etc..). Would be better to nibble into them with a greater margin of safety. Will probably deploy the cash in a staggered manner.

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@saketreddy

4 years

Tomorrow is a big day for me. It has been about 9 months since inception of my medium term portfolio & an year since inception of my long term portfolio. Will disclose the Performance & portfolio here, one may think I am advertising my holdings, let them do so. 😉

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@saketreddy

4 years

Mr. @iamrakeshbansal & @kunalsaraogi , just saw you on Zee Business recommending ABBOTINDIA by talking about Vitamin C tablet Limcee. For your kind information, Limcee tablets are sold by Abbott Healthcare Pvt Ltd, not by the listed entity ABBOTINDIA. CC:- @AnilSinghvi_

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@saketreddy

2 years

Massive breakout in nickel, now at $35000 on LME. Guess who is India's sole nickel producer.

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@saketreddy

3 years

ASIANPAINT Q3FY21 EPS AT Rs. 12.91 vs Rs. 8.66 QoQ (Rs. 7.97 YoY) One word :- STELLAR! There's a reason why such companies trade at these Valuations, and that's consistent earnings growth. Revenues up 25% YoY, 27% QoQ! PAT up 62% YoY, 49% QoQ! > 30% Volume Growth!

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@saketreddy

3 years

TT Srinivasaraghavan of SUNDARMFIN says "Volatility is not for us, ours is a model of steady growth" and adds that "Unlike other NBFCs, we have not raised any Equity in the last '50 years', building up a balance sheet of Rs. 35000Cr just through retained earnings."

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@saketreddy

3 years

MTARTECH - Industry Opportunity! Good buy if we get 40-50% cheaper from here looking at future growth opportunities IMO, absolutely no margin of safety at these levels, I could be wrong.

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Saket Reddy

@saketreddy

2 years

50k+ friends in Twitter. 🙏

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@saketreddy

3 years

PIIND announces acquisition of API & Intermediates division of Ind Swift Labs. Enterprise Value at 1530Cr. Sales at 856Cr. EBITDA at 202Cr. Acquisition at 1.8x EV/Sales and 7.5x EV/EBITDA.

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@saketreddy

3 years

PERSISTENT is talking about being a billion dollar revenue by FY24. That's a CAGR of > 20%. Even if they maintain similar margins over the next couple of years, they'd most likely end up in the top quartile among the pack.

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@saketreddy

4 years

20 TOP QUALITY NIFTY NEXT 50 STOCKS exhibiting good EPS growth along with CFO growth with high ROE's and low Debt :- ABBOTINDIA ALKEM BAJAJHLDNG BERGEPAINT BIOCON COLPAL DABUR DMART HAVELLS HINDZINC ICICIGI IGL LTI MARICO MUTHOOT NAUKRI PETRONET PIDILITIND TATACONSUM TORNTPHARM

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@saketreddy

2 years

Blockbuster numbers from PIIND! 50% YoY Earnings growth!

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@saketreddy

3 years

Hope Everyone saw BANDHANBNK Numbers. I feel many such banks will go through a massive NPA Cycle followed by depleted Tier 1. Hence, stay with the Top 3 banks :- HDFCBANK KOTAKBANK CUB They've low cost of funding, well provisioned Moratorium book, high ROEs & high Tier 1 CAR.

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@saketreddy

3 years

LUXIND keeps getting cheaper and cheaper. A low risk high reward play! Can easily do ~500Cr EBITDA in FY23! ROCE to remain well above 25%, EBITDA Margins at ~20% abd a debt free balance sheet. Greenfield CAPEX can yield 80-100Cr Incremental EBITDA from FY24!

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Saket Reddy

@saketreddy

3 years

Consumption Proxy business with high barriers to entry. Co is the 2nd largest food colour manufacturer in Asia and is undergoing massive CAPEX, more than doubling it's gross block in next 3yrs. Venturing into high margin products & penetrating into untapped markets!

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Saket Reddy

@saketreddy

4 years

Didn't know that "Atul Ltd" has a 2.1% stake in "Pfizer India" and 1.52% stake in Novartis. Although I knew about the holding in Arvind Group but this was surprising to me! Apparently, they have more than TRIPLED their investment in Pfizer, their name popped up in Dec 2014 SHP!

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Saket Reddy

@saketreddy

3 years

SOLARA Unveils Version 2.0! In its new avatar, the Company has set an ambition to be a top 10 Pureplay API Co across the Globe by 2025. The Company anticipates growing at a CAGR of 25% over FY21-FY25 with targeted EBITDA margins of 23-25%. Aims 950-1000Cr EBITDA by FY25!

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Saket Reddy

@saketreddy

2 years

RHIM to acquire Indian refractory business of Dalmia. Acquisition strengthens RHI Magnesita’s presence and offer in key growth market.

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Saket Reddy

@saketreddy

3 years

Fun fact :- HLEGLAS Market Cap crosses GMMPFAUDLR Market Cap!

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Saket Reddy

@saketreddy

3 years

RAJRATAN now has over 55-60% Market Share in tyre bead wire in India, with the mammoth South India CAPEX of 60,000 TPA, the domestic MS could go to towards 80% by FY25-26. Thailand is where interesting shift is happening, companies are buying from RAJRATAN rather than China!

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Saket Reddy

@saketreddy

3 years

Portfolio back to ATH led by Chemicals, Textiles, 🎵 & Tech!

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Saket Reddy

@saketreddy

2 years

TRENT to report blowout numbers in coming quarters as per channel checks!

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Saket Reddy

@saketreddy

2 years

Midcap IT FY23 Earnings multiples at current prices: LTI - 39x MINDTREE - 32x MPHASIS - 34x LTTS - 43x PERSISTENT - 42x COFORGE - 39x BSOFT - 25x INTELLECT - 24x Growing earnings at > 15% alongwith ROCE > 20%.

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Saket Reddy

@saketreddy

3 years

ATUL is the 1st company of India to manufacture :- • P-Cresol • Resorcinol • Dapsone • Epoxy Resins • Phosgene • Sulphonyl ureas • 2,4-D Acid & derivatives • P-Anisic Aldehyde • Dyes and intermediates on a large scale • Propagate tissue cultured date palms

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Saket Reddy

@saketreddy

3 years

Thinking of restarting the blog again from November. Will try to keep it as consistent as possible. Maybe start with one deep dive per month and take it from there.

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Saket Reddy

@saketreddy

3 years

Interesting! When was the last time Mr. Ratan Tata made an investment in his personal capacity in a "listed company?"

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Saket Reddy

@saketreddy

2 years

Good to see RPGLIFE, INDOCO, HCG and JBCHEPHARM in top 10 holdings of InCred Healthcare PMS.

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