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Happiest Minds FY21 Annual Report Takeaways.

'Investing in next-generation digital technologies like Blockchain, Robotics & Drones, and VR/AR.'

Hit the 'retweet' & help us educate more investors.

A Thread 🧵👇

 1/ Happiest Minds completes its 10 years of business: They have 13Kcrs in just a short span of time 🤯

Starts with the COVID 2.0 impact on the company: 8% of the team was tested +ve by 17th May, 26% of which were hospitalized.

Led to the terrible loss of 5 young men.
2/ Coming to the wins:

- Employee culture has been the biggest investment as per the chairman Mr. Ashok Soota
- Customer retention: One CFO has been a customer with the 3 companies he worked with ( Power of 💪relationships)
- Invested in all new technologies including next gen.
3/ Did you know? IP-led services (High margin & High operating leverage) account for 10% of their revenues.

Restructured the three business units (PES, DBS, IMSS) such that each caters to their specific high potential industries 🚀
4/ Talks about their Vision 2021-2031: How most businesses survive less than a half-lifetime of humans

This wouldn't be the case for Happiest minds as it is being 'designed for perpetuity': addressed succession risks

Guidance: 20% organic growth+ Lower PAT due to higher tax
5/ Company in numbers:

12% Rev growth YoY, 27% EBITDA margin
Strong Cashflows

80% Employee utilization & 12% utilisation
3228 employees (added 562 in FY21)

Active customers of 173 (46 of which are Billion $ corps) | 87% repeat business

Promoter Holding of 53% 🤝
6/ Enterprises in a post-pandemic world will align themselves along 3 technology themes:

- People Centricity: Behavioral patterns
- Location Independence: distributed cloud, cybersecurity.
- Resilient Delivery: AI engineering, Hyper Automation

97% of revenues from digital 🧑‍💻
7/ Their offerings in brief & the Industries they serve: Edutech, Hitech & BFSI contribute 60% of revenue.

Client concentration risk remains: Top 5 contribute a third of the revenues.
8/ Not just saying Happiest employees for the sake of it: Glassdoor rating of 4.3

Competitive advantage: Avg Age of our active Full-time members is 32 years.

Perks to the employees are innumerous (included mindfulness training 🧘)
9/ M&A activity: Acquiring capabilities

Acquired Pimcore Global Services, USA-based digital e-commerce, and data management solutions company for US $8.25 million cash.

Highly value accretive as the acquisition happened at less than 0.8 times sales & HM trades at 17x sales.
10/ Finally, Risks being monitored (+60% of the noncurrent assets are intangible: common in next-gen IT cos.)

A company to watch out for in the next generation of IT leaders.

End of Thread.

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Godrej Agrovet & Astec Lifesciences FY21 Annual Report Takeaways 🌳

'Improving the productivity of farmers by innovating products and services that sustainably increase crop & livestock yields'

Hit the 'retweet' & help us educate more investors.

A Thread 🧵👇

1/ About the company:

The resilience of the Agriculture sector (3.6% growth vs economic contraction)

Focusing on People, Planet & Profits: Investments continue in Animal Feed & Astec's businesses

One of the challenges that management overcame was robust distribution in COVID.


2/ From the desk of the chairman (Mr. Nadir)

- Strong performance in Animal Feed biz (margins expanded) & Astec Lifesciences
- Being in 5 cyclical businesses, is a hedge as the outperformance of a few compensates for others
- Will continue to invest in R&D & a +ve outlook.


3/ Numbers that matter

Rev down 9%
EBITDA margin of 10%
PAT (ex. one-offs) up 60%
Weak cash flows: led to jump in debt

Diversified: 47% Animal Feed | 17% Crop protection | 16% Dairy | 11% Vegetable Oil | 9% Poultry & Processed Foods
4900+ Employees
15cr R&D Spend
256cr capex


4/ Agricultural sector macro overview

- Vaccination program is the only key to riches here
- FY21 was a windfall for Agriculture: Rainfall which was highest in last 25yrs, higher sowing, higher food grain production
- FY22 has started on a +ve note with better Rabi harvest YoY
INVESTINGCSALS
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Real Estate Investment Trusts (REITs) Simplified.

A product that provides a fixed income that is better than FD +an upside like equity.

A Thread 🧵👇

1/ REITs are a vehicle to invest in income-producing real estate properties, managed by professionals.


2/ In India, we have REITs primarily focused on commercial real estate properties having 7-9% rental yields.

In listed REITs, Most of the completed properties are pre-leased to big companies.

Why no residential? As yields of 1-3% make them unattractive to investors.

3/ How do you get the benefit of such yield?

REITs have to distribute at least 90% of their taxable income to their shareholders.

All 3 listed REITs trade at 6-7% dividend yield (which is also tax-free)

4/ Moreover, 80% of REITs total value must come from completed & income-generating properties + it must avoid speculative land acquisitions.

What about debt then? There's a restriction there too.
Not more than 49% of the total equity.
REITS , ALL , REIT
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A Thread of our threads on the Business Analysis of specific companies 🧵👇

RT if this adds value to your investing journey.


1/ Chemcon: A specialty chemical company that is a globally dominant player in its molecules, most of which go into the Pharmaceutical industry & have a high criticality attached to


2/ Aegis Logistics: An oil & gas logistics company, with a stronghold on the LPG supply chain & riding the tailwinds of increased exports owning to weak domestic production. Their fight to grow much larger is on, short-term demand problems


3/ Varroc Engineering: An auto ancillary company that has propelled down under its own enterprising projects fueled by a ton of debt. Will the fortunes ever illuminate for this significant participant of the global automobile


4/ Jubilant Ingrevia: A specialty chemical company that has redefined backward integration as it begins from the basic chemicals to achieving complex vitamins & many more. Their fight to outgrow commoditized parts of the business goes
JST COMPANY ANALYSIS
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Sterlite Tech: Stable (Low Base)

🗼Rev up 49% YoY, 18% EBITDA margin, Pat of 116cr (vs 6cr)
🗼 Order book at 11.2Kcr
🗼 Successful field trials for programmable FTTx
🗼 New R&D facility in 🇬🇧 & Optical Fiber cable facility in 🇺🇸 committed to

#Q1withJST #Telecom


Acquisition of Clearcomm: a 🇬🇧 based network integration co.

🗼 At less than 0.8 times Price/Sales, growth of 25% cagr in the last 3yrs
🗼 Capitalise the fiberization wave in 🇬🇧
🗼Has customer relationships with tier 1 telcos.
STERLITE TECH
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Saregama India 🎼FY21 Annual Report Takeaways

'India's only entertainment company into Music, Films, Web Series, TV Serials and Retail'

Hit the 'retweet' & help us educate more investors.

A Thread 🧵👇

1/

India’s Largest Music IP - 130k+ Songs
Content IP rights of - 61 Films

Retail Business

Distribution network - 30k+
TV Serials - Content IP rights of 6k+ Hours of Television Serials


2/

To take pole position as a Pure play content company, capitalizing on the global boom in content consumption

IP CREATION OVER THE NEXT 3 YEARS -

20-25% Market Share in New Music
50 New Films and Web Series
1200-1500 Hours of new TV serials content

3/

Monetization of Existing IP

Through licensing to EVERY 3rd party digital and TV platform

Carvaan transitioning from being a Product with only a one-time margin to a Platform with upfront margin and recurring advertising and subscription revenue

4/

Building of New IP

Cementing leadership position with New film and non-film music acquisition across Hindi, Tamil, Bhojpuri, Punjabi, Gujarati, Telugu, and other regional languages.

Producing Thematic films & series, with Story as the only hero, targeted at youth.
LEARNINGS

More from Happymind

TradingView India \U0001f1ee\U0001f1f3
TradingView India 🇮🇳...
@in_tradingview
#HAPPSTMNDS - HappiestMind- Flag Pattern - TradingView -
HAPPYMIND
jitu
jitu
@Jitendra_stock
Near trendline resistance

Short term profit booking zone

#Happiest
HAPPYMIND
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Sakir saiyed
Sakir saiyed
@sakir_saiyed_
Warren Buffett said that he likes "a business with enduring competitive advantages that is run by able and owner-oriented people." #HappiestMinds
Ashok Soota, is the largest shareholder, holding 43% of shares outstanding. In comparison, the 2nd and 3rd hold about 13% and 3.6%


#HappiestMinds Skin in the game ?

Top 2 holds around 55% stake which is ₹92b worth of shares in the ₹186b company.

42.5% => Ashok Soota [ ₹71.8b ]
12.66% => Ashok Soota Medical Research LLP [ ₹21.4b]

Top 25 shareholders own 73.71% of the company
#happiestminds
HAPPYMIND
ScorpioManoj
ScorpioManoj
@scorpiomanojFRM
#Happstmnds 1499
Volume drying up continuously for the last 6 days with tight price range in a month long consolidation zone. Building up energy for a nice upmove. Not posted chart . Chart welcome.
HAPPYMIND
AnshumanCharts
AnshumanCharts
@AnshumanCharts
Happiest mind utha lo 780 cmp

Sl 715 closing
Target phle jaega 860 fir 950- 1000

Note it 😇✌️
HAPPYMIND

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Koodal Kaandam

Story 21 - it is about how stone elephant came to life and ate sugarcane - When Raja Abhisheka Pandyan met Ellam Valla Siddhar

கல்யானைக்கு கரும்பருத்திய படலம்


Raja Abhisheka Pandiyan went ahead to meet Ellam Valla Siddhar on the premises of the temple.On seeing the arrival of Raja, people surrounding Siddhar moved back. Abhisheka Pandiyan introduced himself to Siddhar &asked about his whereabouts.Also his purpose of visit to Madurai.

Raja asked why he performed magical acts, does he expect anything from him or people of Madurai.

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Siddhar asked Raja if he has the capability &power to give anything that he asks for. Siddhar told King that he has power to do things even if he think of it.Siddhar asked King to ask whatever he wants & it would be provided, whatever these people had asked, they were granted.


Abhisheka Pandyan was shocked to receive such a reply from Siddhar,& he decided to test the power of this Siddhar. By that time, Raja saw a person in crowd having Sugarcane.

Raja took Sugarcane from that person.
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