CA Vipul Makwana @vipul_mak Twitter profile | Pikagi

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CA Vipul Makwana

@vipul_mak

4,931

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Chartered Accountant (CA) | Discovering Unheard Stock Names | Investor | Business Analyst | Eternal Optimist,

BOMBAY

Joined December 2009

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@vipul_mak

CA Vipul Makwana

5 years

Mr. Ashish Chauhan @ashishchauhan MD & CEO of Bombay Stock Exchange (BSE) It was great to meet and talk where he shared his profound knowledge on “ How to create your on Hypothesis in Stock Market and Being Humble in Life Always “ Pramukh Swami Janma Janma Jayanti 98.

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@vipul_mak

CA Vipul Makwana

5 months

🔦Flash Notes Virtuoso Optoelectronics Ltd (VOEPL) - Plant visit notes 08-04-2024, Nashik, Maharashtra Market Cap :- 556 Crores Stock P/E :- 71.6 C.M.P. :- 244 #stockmarkets #BSE

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@vipul_mak

CA Vipul Makwana

3 years

Thread on Natural Capsules Ltd 🧵 #Basics 1. CMP 335.65 (as on 03-01-2022) Listed only on BSE (Code :- 524654) Micro Cap Company (Mkt Cap 314 crores) (1/14)

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@vipul_mak

CA Vipul Makwana

6 months

Swami Shreeji BMW Industries Ltd (BMWIL) ! A Thread 🧵 Market Cap : - 1313 Crs Stock P/E :- 21.6 C.M.P. :- 58.4 (As on 24-03-2024) Basically a Steel Converter / Processor Business. #StockMarketindia (1/15)

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@vipul_mak

CA Vipul Makwana

5 months

ICE Make Refrigeration Ltd (IMRL) | - Flash - Plant Visit notes - Ahmedabad, Gujarat, India Market Cap - 800 Crs Stock P.E. - 39 x C.M.P. - 507 Rs #StockMarketNews #nseindia #icemake #imrl

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@vipul_mak

CA Vipul Makwana

2 months

HYDROGEN ! HYDROGEN ! HYDROGEN ! India’s 1st Hydrogen Fuel Station is ready. India Oil Corporation is leading the pack with this Grey Hydrogen station Reliance & Adani soon. Although Hydrogen being cheap and environmentally sustainable but has its own set of challenges.

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@vipul_mak

CA Vipul Makwana

5 months

Next..Udaipur Cement Works Ltd. Co. in Radar M Cap :- 2,178 crores CMP. :- 38.9 Rs A #BSE and #NSE Listed company with JK Lakshmi Cement Ltd as its promoters. Competitive pricing, Premium cement and capex has gone live. Cement :- Platinum Supremo #StockMarket #ucwl

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@vipul_mak

CA Vipul Makwana

3 months

Baid Finserv Limited ! 🧵 Market Cap :- 242 Crores C.M.P. :- 19.9 Rs (Formerly Known as Baid Leasing and Finance Company Limited) Established and came into existence in the year 1991 is a BSE & NSE listed company licensed by Reserve Bank of India.

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@vipul_mak

CA Vipul Makwana

5 months

Inani Marbles & Ind. Ltd -In Short A BSE listed Co. is a Manufacturer & Exporter of Marble Granite, Sand stone & Quartz Slab Market Cap :- 44 Crs Book Value :- 27.2 Rs C.M.P. :- 23.6 Rs Turnover candidate - lots of things happening which cannot be put into numbers

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@vipul_mak

CA Vipul Makwana

5 months

Swaraj Suiting Ltd (SSL) |🧵- A Thread (Weaving the Future) Market Cap :- 300 crores Stock PE :- 31.7 C.M.P. :- 196 Company Website :- NSE Website Linki :- #stockmarkets #nsesme

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@vipul_mak

CA Vipul Makwana

15 days

Reading Concall is a absolute must. Knowing and Tracking the Business continuously takes years of Hard work and efforts Absolutely Brutal - Shashank Kanodia from ICICI Securities these questions are necessary at times Ref. :- Landmark Cars Ltd Q1- FY 25 Conf. Call Extract.

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@vipul_mak

CA Vipul Makwana

6 months

New Company under radar. BMW Industries Ltd. Kolkata Let’s study and delve deeper into this. #bse #markets #nse

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@vipul_mak

CA Vipul Makwana

2 months

Back on the road and I’m loving it… 📍 3 States 🌇 6 Cities 📈 12 Company Meets + Plant Visits Let’s Goooo !

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@vipul_mak

CA Vipul Makwana

27 days

Investing Accelerator Summit GOA 2024 was an absolute blast 💥 #IAS2024 Sectors, Ideas, Thesis, Profit Pools and Late night discussions running all the way upto early hours of morning ✅ Special Thanks to the Pillars @MashraniVivek @ishmohit1 @soicfinance @cautkarshpandey 🙏

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@vipul_mak

CA Vipul Makwana

4 days

Thaai Casting Ltd - Chennai Meet. Previously Companies would entertain only select HNI's, Fund Managers, Brokers, etc. Retail / Prop. Equity Fund would not be given preference or be treated just like an add on. Markets are Evolving. 💹 India is Changing & for Good. 🇮🇳

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@vipul_mak

CA Vipul Makwana

3 months

Great Initiative by Churchgate Partners for the Analyst / Brokers / Investor / Community for tracking all Investing related events happening in your city. Website :- Tabulated Link :- #equity #markets #bse #nse #EventPlanning

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@vipul_mak

CA Vipul Makwana

3 months

#ThrowbackThursday - Had pleasure to meet the legend himself @drprashantmish6 Highly respectable, tons of knowledge across sectors and extremely hardworking on the ground. Doctor by Profession & Investor by Passion I feel. Special thanks @dmish10 for setting this up.

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@vipul_mak

CA Vipul Makwana

23 days

STOCK MARKETS LEARINGS : Physical AGM - PART 2 Annual General Meetings (AGM's) are hard to find by nowadays with the advent of Video Conferencing (VC) or Other Audio Visual Means (OAVM) Physical AGM's have their own advantages & charm List of Physical AGM is below :- -

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@vipul_mak

CA Vipul Makwana

5 months

Dubai Day 1 - Welcomed with Opened Arms. Go straight to Business This is Burjuman Business Offices Tower. Met the Vice President of this Listed Co. He handles the META region in terms of Reporting for the overall group. #Dubai #NSE #Redington #apple #Microsoft #stocks

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@vipul_mak

CA Vipul Makwana

5 months

Currently, exploring the Madhya Pradesh and Rajasthan belt and its related companies But first, let’s learn how to make Denim (👖 Jeans) and its value chain. Swaraj Suiting Limited #SSL #Bse #nseindia #StockMarketindia #stocks #NSE

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@vipul_mak

CA Vipul Makwana

4 months

Met Debashish Neogi - He has dawned lot many avatars in his illustrious careers Smallest Thread 🧵 One of the Best was of Investor. Often accredited with discovering Hidden Micro- Cap Stocks. To name :- Arman Financial RACL Geartech Ltd. His Twitter profile is @DEBU_NEOGI

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@vipul_mak

CA Vipul Makwana

30 days

Ready to Welcome you all Investing Accelerator Summit 2024🚀 If anyone of you could not attend physically the link below Detailed Day wise scheduled is below Dm for any queries #IASGOA2024 @ias_summit @MashraniVivek @ishmohit1 @cautkarshpandey

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@vipul_mak

CA Vipul Makwana

2 months

Flame Investment Lab - 2024 Frameworks of Equity Investing Excellent speakers - History of Capital Markets - Generating Ideas - Analysis from Primary & Secondary Sources - Financial Shenanigans, Frauds - Common Errors @NeerajMarathe @Kuntalhshah @FLAMEUniversity

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@vipul_mak

CA Vipul Makwana

2 months

STOCK MARKETS LEARINGS :- Annual General Meetings (AGM's) are hard to find by nowadays with the advent of Video Conferencing (VC) or Other Audio Visual Means (OAVM) Physical AGM's have their own advantages & charm List of Physical AGM is below :- -

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@vipul_mak

CA Vipul Makwana

2 months

Meet the ever smiling and dashing personality of the Famous Jain Saab Ke Gems @SandeepKrJainTS @tradeswift @ZeeBusiness Lots of learning and hats off to his commitment for the Equity Markets. #StockMarket #bse #nse

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@vipul_mak

CA Vipul Makwana

6 months

When Ahmedabadi x Surati x Mumbaikar. Markets mantra Wisdom pearls from Experienced folks of this Generation @MashraniVivek Founder Technofunda @MeetshahV Prop Eq Fund @bastionresearch Exemplary Firm @tdjariwala HOR Jainam Broking @_PiyushSarawagi Yellow Jersey Invts

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@vipul_mak

CA Vipul Makwana

7 days

My good friend @akshat96jain providing live updates of TIA - Bullet Proof Investing Chennai - 2024.

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@akshat96jain

Akshat Jain

7 days

It's the 11th edition of @TIA_Investors Bullet Proof Investing Seminar. Here are the insights from the speakers:

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@vipul_mak

CA Vipul Makwana

20 days

Markets watchdog SEBI on 30-08-2024 has banned 39 Stock Broking Companies, Commodity Brokers and Depository Participants which have been completely shut down by SEBI⚠️ Be careful when opening a demat or any other account " Don't be Penny Wise Pound Foolish " #SEBI #Orders

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@vipul_mak

CA Vipul Makwana

3 years

Disclaimer : The above thread is not a stock recommendation kindly do your own research and consult your Financial Advisor. A Thank You and shout out to @soicfinance and @ishmohit1 for developing a habit of Understanding Business

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@vipul_mak

CA Vipul Makwana

16 days

Sincere post to all my Teachers for the Stock Markets Learnings imbibed for whatever i am today HAPPY TEACHERS DAY 💐 Just names tagged & not full list @MashraniVivek @soicfinance @itsTarH @niveshaay @Investor_Mohit @ValueEducator @DEBU_NEOGI @MarketScientist @caniravkaria

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@vipul_mak

CA Vipul Makwana

4 months

Dubai Day 3 - 7 th Meet. This is Mr. Neeraj Singh one of the Core Member of Asas Capital. - Providing Bespoke services - Minimum capital is USD 1 million. - Learned how these Rich clients are served and provided customised solutions.

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@vipul_mak

CA Vipul Makwana

4 months

DIFC - Dubai International Financial Centre and India’s GIFT - Gujarat International Finance Tec- City Fortunate to be here and meet 2 Gentlemen working in an around the DIFC (they choose not be named) #Dubai #DIFC #Gujarat

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@vipul_mak

CA Vipul Makwana

2 months

In Jaipur, Rajasthan for next few days. Exploring the companies in this region. Any companies you want me to visit do comment Investors / Analysts / Market Participants or anyone can dm for connecting. How is the Josh ? Is someone shopping today in markets

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@vipul_mak

CA Vipul Makwana

6 months

Plant Visit - Kolkata

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@vipul_mak

CA Vipul Makwana

4 months

Excellent Set of Numbers from #Icemake .

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@vipul_mak

CA Vipul Makwana

5 months

ICE Make Refrigeration Ltd (IMRL) | - Flash - Plant Visit notes - Ahmedabad, Gujarat, India Market Cap - 800 Crs Stock P.E. - 39 x C.M.P. - 507 Rs #StockMarketNews #nseindia #icemake #imrl

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@vipul_mak

CA Vipul Makwana

4 months

Met this Iranian Trader who reached out to me via Twitter / X Connected at Dubai Mall He is Trading in Cryptocurrency and had weak Investing Principles. Guided him and let’s hope for the best. #crypto #StockMarketindia #dubaimall #CryptoCommunity #Traders #bse #nseindia

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@vipul_mak

CA Vipul Makwana

4 months

Regular here at the The Cricket Club of India Ltd. Met Some Great Investing Minds & highly recommend Great initiative by @PPFAS MF Financial Opportunities Forum (FOF) Each Month in 3rd Week on Thursday Details :- Youtube :-

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@vipul_mak

CA Vipul Makwana

3 months

Let’s Deep Dive into Power Sector today 12-06-2024. Philip Capital - Private Client Group. Market Marvel Edition.

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@vipul_mak

CA Vipul Makwana

3 months

Coimbatore - Isha Foundation what a show ! Adi- Yogi just blew me away ! Nestled into Mother Nature is the Lovely Ooty. #isha #Adiyogi #coimbatore #ooty #Shiva #Greenbelt #starbucks #Election

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@vipul_mak

CA Vipul Makwana

5 months

Habibibi ! Incoming My next trip is to Dubai much awaited & eagerly anticipated. Meeting Fellow Investors and Fund Managers. I would be open to meet any New Investors / NRI / Stock Holders Feel free to reach out or DM me. Regards #Dubai #India #bse #nseindia #stockmarkets

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@vipul_mak

CA Vipul Makwana

4 months

BMW Industries Ltd- Good Results ➡️Operating Income up 1.5% YoY at ₹13,731 Lacs ➡️Operating EBITDA up 36.0% YoY at ₹ 3,900 Lacs and Margin stood at 28.4% ➡️PAT increased by 16.8% YoY to ₹ 1,903 Lacs ➡️Net Debt/Operating EBITDA stood at 0.63 in Mar’24 against 1.77 in Mar’23

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@vipul_mak

CA Vipul Makwana

6 months

Swami Shreeji BMW Industries Ltd (BMWIL) ! A Thread 🧵 Market Cap : - 1313 Crs Stock P/E :- 21.6 C.M.P. :- 58.4 (As on 24-03-2024) Basically a Steel Converter / Processor Business. #StockMarketindia (1/15)

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@vipul_mak

CA Vipul Makwana

5 months

Life Lessons :- Life is not same for everyone. Imagine this video & after a hard days work you still have the courage to enter the train & go back home is also a task Be Lucky & Happy for what u have Do good & wish best for all Karma is Real🙏 #Virar #IndianRailways #Andheri

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@vipul_mak

CA Vipul Makwana

6 months

Starting to move slowly but steadily CMP 68.

@vipul_mak

CA Vipul Makwana

6 months

Swami Shreeji BMW Industries Ltd (BMWIL) ! A Thread 🧵 Market Cap : - 1313 Crs Stock P/E :- 21.6 C.M.P. :- 58.4 (As on 24-03-2024) Basically a Steel Converter / Processor Business. #StockMarketindia (1/15)

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@vipul_mak

CA Vipul Makwana

4 months

Abu Dhabi - You Beauty ! So much to learn- from Culture, Towering Skyscrapers, Work Ethics, Traffic Rules, Mandir, Beaches So sum up the whole trip of Dubai/Abu Dhabi was a blend of Strict Governance, Scrumptious Food to Amazing Nightlife it had it all #UAE #Dubai #Abudhabi

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@vipul_mak

CA Vipul Makwana

5 months

▶️Margins :- -C.R. EBITDA margins - competitors have 20%, company expects 12-15% margins since OEM. IDU margins - 8-10%, ODU margins - 6-8% - Lighting margins are 12-15% -TOYS entered as a vendor for Hasbro - in talks with other co. Get clear picture in next year 12-15% EBITDA

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@vipul_mak

CA Vipul Makwana

4 months

Dubai has it offer everything for everyone. Whether it jobs, owning Business & starting your own stuff. Each of things here are HUGE Mind blowing Planning, Transportation, Corporate Culture & social culture Most of Dubai are expats/immigrants snippets #dubai #Habibi

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@vipul_mak

CA Vipul Makwana

5 months

I am always a believer that Learning 📖prevails Earnings💰 Taking Step after Step moving ahead. Thank you @ActusDei @apri_sharma and @aditya_kondawar . While I personally know Neil and Aditya, their work commitments this books stands out and pays immense tribute to RJ 🙏

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@vipul_mak

CA Vipul Makwana

6 months

Valuation :- Optically it may look cheap on Price Earnings basis but remember the End product is a Cyclical business and according valuation parameters may differ Credits :- Govt Websites, AR, PPT, Concalls, etc. Feel free to connect for more info on plant visit and mgnt meet.

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@vipul_mak

CA Vipul Makwana

5 months

View :- Feel that still far from the inflection point as sufficient infrastructure and awareness among the end-user industry is still not at the level which would significantly drive the business.

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@vipul_mak

CA Vipul Makwana

3 years

#Growth Triggers The API products and capacities approved under the PLI Scheme (11/14)

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@vipul_mak

CA Vipul Makwana

3 years

What does the company do ??? #Intro Natural Capsules Ltd incorporated in 1993 at Bangalore manufactures Hard Gelatin Capsule shells, Hard Cellulose Capsule shells and Pharmaceutical Dosage Forms in Capsule Dosage Form. (2/14)

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@vipul_mak

CA Vipul Makwana

5 months

👉Optimum utilization of Fabrics Denim Chairs...hahaha

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@vipul_mak

CA Vipul Makwana

4 months

Netflix, Chill and Museum of the Future ✅ It’s always good to unwind post hectic weekdays. Equally important is taking care of the Health / Body and eating well. #dubai #museumofthefuture #travel #SaturdayMorning

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@vipul_mak

CA Vipul Makwana

2 months

Some more information on types of Hydrogen and its uses.

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@vipul_mak

CA Vipul Makwana

3 months

Thesis playing out well.....Swaraj Suiting Ltd CMP 314.25

@vipul_mak

CA Vipul Makwana

5 months

Swaraj Suiting Ltd (SSL) |🧵- A Thread (Weaving the Future) Market Cap :- 300 crores Stock PE :- 31.7 C.M.P. :- 196 Company Website :- NSE Website Linki :- #stockmarkets #nsesme

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@vipul_mak

CA Vipul Makwana

6 months

Brief Background - Company💼 Incorporated in 1981, is one of the largest steel processing company in India, The name BMW stands for " Bansal Mechanical Works " Industries Ltd and no where related to the car Manufacturer we all love and adore. #bse (2/15)

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@vipul_mak

CA Vipul Makwana

6 months

▪ Harnessing Green Energy -Invest Rs. 22 crores for the installation of 4 MW roof-top solar energy panels at NH-6 in Kolkata -Panels - installed with a payback of around 4 years -Reduce electricity costs drastically from the current Rs.10 per unit to as low as Rs.1 per unit

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@vipul_mak

CA Vipul Makwana

6 months

2 Plants in West Bengal Trusted Partner of leading steel players like : ▪ Tata Steel Limited: Long association of over 3 decades with TSL ▪ SAIL : Joint venture with Steel Authority of India Limited (SAIL) (4/15)

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@vipul_mak

CA Vipul Makwana

3 months

Virtuoso Optoelectronics Ltd #VOEPL has started to move and moving towards life time high CMP 313.

@vipul_mak

CA Vipul Makwana

5 months

🔦Flash Notes Virtuoso Optoelectronics Ltd (VOEPL) - Plant visit notes 08-04-2024, Nashik, Maharashtra Market Cap :- 556 Crores Stock P/E :- 71.6 C.M.P. :- 244 #stockmarkets #BSE

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@vipul_mak

CA Vipul Makwana

5 months

▶️Background :- VOEPL, incorporated in 2015 at Nashik, India. Started operation with Electronic Manufacturing & then grew from strength to strength & over the last few years it has established itself as strong OEM/ODM in mnfg industry for white goods & electronic items esp. AC

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@vipul_mak

CA Vipul Makwana

3 years

-Two Manufacturing units one in Bangalore and other in Pondicherry - Was the First Company to manufacture Vegetarian Capsules in India. (3/14) #Stocks

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@vipul_mak

CA Vipul Makwana

6 months

While understanding any business i prefer to go through first the " Value Chain of the Business " Below pictorial presentation add values where BMWIL has its presence. BMWIL focus is on downstream steel processing. #steelstocks (5/15)

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@vipul_mak

CA Vipul Makwana

3 years

#Rocket Pitch -96 crores planned capex -3 x ASSET TURNS -Commercial Production to begin by Q2FY23 Anti thesis Pointer -COVID -Capex not completed / production issues -others (14/14)

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@vipul_mak

CA Vipul Makwana

3 months

Thoughts :- Relatively smaller co. but looks promising on the face of it. These threads should be starting point for each research & then thesis can be build upon your conviction Valn :- Look at Price to Book multiple rather than just PE Discl :- Kindly do your due diligence

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@vipul_mak

CA Vipul Makwana

16 days

@niteen_india @jitenkparmar @cautkarshpandey @Nigel__DSouza @Sharad9Dubey @AI_Feb21 @LearningEleven @MalharManek @equitybyaadi @BahirwaniKrish @Sanjayjkapoor @malani4u @Anand_shah07 @SandeepKrJainTS @utsav1711 @MeetshahV @jeevanpatwa @lalitinvestor @Maaachaaa69 @tdjariwala

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@vipul_mak

CA Vipul Makwana

7 months

New Learning’s in the City of Joy..Let’s do this. Here we go. Will keep the Learning’s posted. #StockMarkets #nse #bse

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@vipul_mak

CA Vipul Makwana

3 years

#Exports Company's products are exported to regulated and unregulated markets across the globe, following stringent applicable rules and regulations. (5/14) Credit : - Company's Facebook Page

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@vipul_mak

CA Vipul Makwana

6 months

It acts as a Steel Service Centres (SSC - teel Service Centre A SSC acts as an intermediary between steel producers and the end users ) for large primary steel companies like Tata Steel Ltd (TSL), SAIL, etc. Manufacturing units in India. 5 Plants in Jharkhand (3/15)

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@vipul_mak

CA Vipul Makwana

5 months

▶️Plant 1 Brief ODU (Out Door Unit) :- -1400 capacity ODU per day per shift (12 hour shift so only 1 shift) - Have 2 lines - old line has 500 units and new has 900 units daily - 1500 max capacity -400-500 units of water dispenser per day - ODU - 4L & Water Dispenser- 1.5L

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@vipul_mak

CA Vipul Makwana

3 years

Other Capsules manufactured by Co. -Shiny Capsules -Sweet Capsules -Fast Release Capsules -Regulatory Variants -SLS Free Capsules -Preservative Free Capsules (4/14) #bse

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@vipul_mak

CA Vipul Makwana

1 month

#IASGoa2024 - Begins today and we are ready

@ias_summit

Investing Accelerator Summit 🚀

1 month

When investing minds meet paradise! 🏖️💡 Deep discussions continue even before Summit kicks off on Goa's beautiful beaches at #IASGoa2024 @MashraniVivek @niteen_india @vipul_mak @niteen_india @cautkarshpandey

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@vipul_mak

CA Vipul Makwana

3 years

#Clientele List Credit : - Investor Presentation Sept 2021 (7/14)

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@vipul_mak

CA Vipul Makwana

5 months

-Components business is 4-5% for FY24, It can be 10-20% in 3 years with higher margins but lower asset turns - Total amount receivable from PLI is 37 crs over 5 years - AC capacity utilisation - 40% off season, 100% peak season & blended 70%

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@vipul_mak

CA Vipul Makwana

6 months

Most Surprising Part while studying the business and doing the plant visit + mgnt meet was the sustainability of Operating EBITDA Margins (attached) Stable Margins Despite Volatile Steel Prices and mgnt guiding for expansion of margins #BMWIL (15/15)

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@vipul_mak

CA Vipul Makwana

3 months

Inani Marbles flying high Day High 36 ✨

@vipul_mak

CA Vipul Makwana

5 months

Inani Marbles & Ind. Ltd -In Short A BSE listed Co. is a Manufacturer & Exporter of Marble Granite, Sand stone & Quartz Slab Market Cap :- 44 Crs Book Value :- 27.2 Rs C.M.P. :- 23.6 Rs Turnover candidate - lots of things happening which cannot be put into numbers

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@vipul_mak

CA Vipul Makwana

5 months

▶️Plants :- - 6 manufacturing facilities around Nashik - 3 Primary plants which we visited - 3 more smaller feeder plant (Moulding, Copper tubing, Aluminium feeding these primary plants) - AC Segment supplies only to Voltas

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@vipul_mak

CA Vipul Makwana

3 years

#PLIscheme A scheme called “Production Linked Incentive Scheme for promotion of domestic manufacturing of critical Key Starting Materials (KSMs)/ Drug Intermediates (DIs) and Active Pharmaceutical Ingredients (APIs) has been app. by Govt. of India on 20th March, 2020. (12/14)

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@vipul_mak

CA Vipul Makwana

6 months

Triggers :- ▪ Contract Renewals :- Agreement for conversion of GP/GC sheets through the CRM Complex, is coming up for renewal in April 2024 (Expected Revenue of Rs. 2,000 crores over the contracted period of 5 years - Annual revenue 350 crores) #StockMarket (13/15)

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@vipul_mak

CA Vipul Makwana

5 months

Plant 1 Brief ODU (Out Door Unit) :- -Compressor, PCB and Fan motor are provided by Voltas only. -Fans are molded inhouse at the ODU facility -Co. makes ODU’s on the labelling of Supra and Nikai for Voltas exporting. *Co. also manufactures Water dispensers (Eco Breeze labelling)

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@vipul_mak

CA Vipul Makwana

6 months

Positives :- ▪Revenue & PAT growth of 20-25% CAGR for next 3 years. ▪Debt of more than Rs.300 cr were paid off ▪Mngt has guided 15-20% payout Negatives :- ▪ High Dependence on TSL ▪Non Renewal of Contracts ▪Competition and inability to execute. #smallcaps (14/15)

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@vipul_mak

CA Vipul Makwana

9 months

Ohh Yes !! This is my Screener Ratios Tab.... To start off considering any Business for research this short snippet is enough to Approve or Reject any business. As God himself Warren Buffets says we are in the business of rejecting business #nseindia #sharemarket #share #bse

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@vipul_mak

CA Vipul Makwana

5 months

🔷 Background of Promoters Mr. Chandrakant, his brothers had started this business in a 10 x 10 sqm workplace where they donned the hats of labor, sales men & administrators. With second generations slowly integrating in business, succession planning also seems to be in place.

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@vipul_mak

CA Vipul Makwana

7 months

Decadal Themes - not just for 2-3 years but 2-3 decades this can win easily.

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@vipul_mak

CA Vipul Makwana

3 years

#API Development NCL is now foraying into the API business segment through its wholly owned subsidiary - Natural Biogenex Pvt Limited (NBPL) incorporated in 2020. The APIs that will be manufactured are, Dexamethasone, Betamethasone & Prednisolone, and their derivatives. (10/14)

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@vipul_mak

CA Vipul Makwana

4 months

Definitely take some time out and watch out this video on YouTube for more insights. My good friend @soicfinance @ishmohit1 have done this an almost year back. @MashraniVivek @MalharManek

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@vipul_mak

CA Vipul Makwana

3 years

#Right Issue Co. concluded Right Issue of 28 crores in the ratio of 1 : 2 and the record date was 12-11-2021. Proceeds of the above was utilized for 1. Meeting capital expenditure for modernization/expansion of capsules unit. 2. Investment in Wholly Owned Subsidiary. (6/14)

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@vipul_mak

CA Vipul Makwana

5 months

🔷 Capex Plans They plan to do Rs. 200 Cr Capex in the next 3 years. Immediate Capex is happening in Vamaj and Chennai. Continuous PUF Panel plant to be operational in June/July 2024. They’ve taken a debt of about Rs. 60Cr for the same and rest is from internal accrual

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@vipul_mak

CA Vipul Makwana

6 months

▪ Building an Own Brand :- -BMWIL cautiously spending on building a reputed brand. -Introduction of adjacent product categories #StockToWatch

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@vipul_mak

CA Vipul Makwana

7 months

Upwards and Onwards @Shivam27_ - your inquisitive nature of knowing about companies helps a lot. Let’s collaborate and grow together. @MeetshahV - Thanks 🙏

@Shivam27_

Shivam

7 months

Thanks to @vipul_mak , had my debut plant visit at Ice Make Refrigeration Ltd. (IMR). Short notice but quickly prepared overnight to grasp the business. Here's the gist of our observations and learnings: (And oh, there's a report you can download at the end of the thread too):

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@vipul_mak

CA Vipul Makwana

6 months

Learning’s never end !! Even if it’s a Saturday or Financial Year ending. Boss is in the house @nooreshtech Location :- somewhere out of Mumbai Discussed:- - Trade Small/Midcaps u. Technical Analysis - Investing in long term breakouts - Increasing Cash on Topping Out

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@vipul_mak

CA Vipul Makwana

5 months

▶️New Updates :- -New Plant will be ready by August for the Commercial Refrigerators -Initially capacity should be 1.5 lakhs units and can ramp up to 400,000 in next 2 yrs - Turnover expected from Comm. Ref. ~200-400cr in the coming yrs - EBITDA on Commercial ref could be ~20%

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@vipul_mak

CA Vipul Makwana

5 months

🔶Brief :- Ice Make Refrigeration Ltd (IMRL) established in 1993 is engaged in the business of providing customized cooling solutions like Cold Rooms, Freezers, Commercial and Industrial Refrigeration Systems, Chilling Plants

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@vipul_mak

CA Vipul Makwana

6 months

Business Verticals :- The simplest understanding of what the business does is below (6/15)

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@vipul_mak

CA Vipul Makwana

6 months

▪Capacity Expansion - Agreement to manufacture ~3,00,000 MTPA TMT Rebars up to November 2025 (Expected Revenue of Rs. 250 crores over the contracted period of 3 years with PV on Key Consumables) ▪ Capacity Utilization - going forward

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@vipul_mak

CA Vipul Makwana

6 months

▪ India's 2030–31 Steel Projections ▪ Crude steel production is to reach 255 MT at 85% capacity utilization. ▪ Finished steel production to reach 230 MT by FY31 from 133.596 MT in FY22 (Credits :- Project Blue) (11/15)

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@vipul_mak

CA Vipul Makwana

9 months

Dear Investors Community, I would like to take a moment to express my utmost gratitude for your continued trust, learnings and support to my teachers. @soicfinance @MashraniVivek @niveshaay @shome_rajarshi @BMTheEquityDesk @sidd1307 @equitybyaadi @Anand_shah07 @LearningEleven

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@vipul_mak

CA Vipul Makwana

5 months

Extremely Nano Cap companies - Information is hard to find and even harder to know if the information is true or not....not delving deep*

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@vipul_mak

CA Vipul Makwana

6 months

Raw Materials :- BMWIL process H.R. Coils or Billets into value-added products. They receive raw materials from Customers, which are subsequently processed and customised to meet specific market requirements. (7/15)

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@vipul_mak

CA Vipul Makwana

5 months

🔶 Plants We visited the Ahmedabad plants Company has 3 Plants: 1. Ahmedabad 2. Vamaj, Mehsana 3. Chennai majority of their presence is in West and South only. #chennai #vamaj #Mehsana #Ahmedabad

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@vipul_mak

CA Vipul Makwana

4 months

Know what you wear ❤️

@TheDealTrader_

The Deal Trader

@TheDealTrader_

4 months

Know Your Watches

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