SHRIRAM PISTON

Looked in UC @ 1352
( Aft 1:1 Bonus)

Shriram Pistons
Very good numbers
Fundamentals very strong

DN poor results due to sharp drop in phenol spreads.

Numbers Down QoQ & YoY

The performance of advanced intermediate is encouraging in these challenging times.

Margin erosion & Topline pressure due to demand destruction.

The bad numbers are already priced in ,in the price
Days Low - 1938
Support @ 1890/1790

This can be opportunity as per our study but you
Study and take your Decision wisely

Vikram Thermo

12% 💚

Fresh ATH #123

75✅
85✅✅
100✅✅✅
120✅✅✅✅

52 To 123 Done Till Now

Revised Test Levels - 150/189/222/276+

Sakar Healthcare

Fresh ATH hit Yesterday

355

LTTS
Days High - 4326
Watchout for close above 4375 - 4410 zone

Opening 🚪 for 5000 - 5500 & ATH 6000+ but slow and steadily

For learning options trading dm @fortunemakerr33

Olectra seeks to deliver 1/4th of e-buses in the market over next 2 years

Olectra Greentech’s total order size is expected to surpass 10,000 soon, as it is likely to get more e-bus orders from a couple of transport corporations.

Olectra Greentech Ltd (OGL), a leading manufacturer of electric buses, seeks to stay as a dominant player in the Indian electric bus market, as the company is confident of garnering one-fourth of the share in total e-bus deliveries over the next two years.
It is gathered that 40,000-50,000 electric buses are likely to be delivered

ANNAPURNA SWADHISHT

Cmp - 353
Market cap - 579cr

https://www.annapurnasnacks.in/

Company is run by 2 excellent promoters. Business is highly scalable.Company will most likely grow at 100%+ CAGR for next 3 years.

Net Profit this year can be 3x plus of last year from 7 cr to 24cr. Approx

This is a place where sure shot money will be made. All you need is patience to hold.

In this FMCG business the moat of the business is the ability of the promoter to execute and scale the business.

Annapurna has tapped into markets which are traditionally ignored by big players- north east.

Company has amazing distribution network and is expanding it everyday. Targeted market is mainly tier 2 & tier 3 and villages.

Company raised 30 cr in the IPO and is now raising 70 cr post IPO within a year. Goes to show the strength of the business.

New fund will be used for working capture requirements and adding more capacities going forward.

The promoter sets-up the plant within 3 months.In this business one should know how to sell.
Promoters have cracked the art of selling.

They are so good at selling that they have given another company work on contract manufacturing as they are entering the state of Uttar Pradesh.

Making diverisifed products like Chips, Glucose Water,My Noodles
Distribution ka game hai
Expanded to 3-4 states

In this business all you need is to crack distribution and logistics.

7% logistics cost lowest among peers
New factories - North Odisha:Western Assam

Scaling up in North East
FY22- 1 cr Assam
FY23 -20cr Assam
Govt supporting in North East

15MT per day-16th Sep -2 new plants
Gurakh already operational in July
Junagarh in Sep

45 metric tonne existing capacity
30 metric tonne getting added

1 metric tonne per day is 5 to 5.5 cr per annum

12 metric tonne outsource (contract mfg for new products)
In long term keep balance between inhouse n outsource (60:40) probability

Entering in Jharkhand and UP
Fryers - Kids focused- School main market
Jackpot main surprise gift
To create a Pull like Baloon
Makeup box - Ring Gift
Kids love it..

FY23 -160cr sales
EBITDA - 8%
Net Profit 7 cr.

Estimated projections

FY24 - 400-450cr Sales
Ebitda - 10% - 40cr
Pat margin -6%
6cr depreciation
400*6%= 24 cr

FY25- 700 cr Sales
40cr Pat possibility

Current market cap of the company is 579 crs only
Last year net profit was 7 cr. This will jump to 21cr+ cr this year.

H1 sales or FY24 will be more than the whole year of FY23.

Clear visibility of growth and promoter quality makes me super bullish on this story. Have made this my biggest bet till date.
As there is very little to lose in a company growing at such a speed.

Disclaimer - All views expressed are personal and only for educational and study purpose. Consult your financial advisor before investing or taking any position based on above article.