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Greenpanel Industries conducted their earnings con-call today at 4:00 pm

"One of the major MDF player in India"

Here are the key highlights of the call 😀👇

@varinder_bansal @nid_rockz

 - MDF segment has margin of 24% during the quarter. There was price hike during the quarter as some raw material prices also went up. Company is planning 200 bps improvement in margins
- The current quarter looks good so the company is planning for 100 percent to 110 percent capacity utilization for both plants.

- The company have divided forex loss in 2 parts: 7 crore in interest and 1 crore above EBITDA.
- Company have sold out some assets of subsidiaries and also faced operational loss which can be experienced again.

- Exports market: Anti dumping which was announced couple of weeks back has been confirmed by the government. This will improve the margins.
- Capex of 55 crore. One part of the capex is for increasing capacity by adding additional machinery at the existing plants. The second part of the capex is for reducing the cost of operation.
- Company has taken one price hike of 3% in December. Another price hike of 3.5% was taken in January.

- Company has witnessed larger growth in towns and cities and things are slow in urban areas specially in western states.
- Most of the players in this industry had optimum capacity utilization.

- Extent of industrial growth from company point of view is that it have grown above 25 percent in previous times and further it can growth above 15 percent next quarter
- Growth drivers: People have shifted from Unorganized to organized players.

- Non availability of containers for shipment is impacting imports.

- Company have sufficient space in Andhra Pradesh to do brownfield expansion
- No major expansion has been announced by any of the key players in MDF segment. Even if it is started now, it will be ready by 2023-2024. There will be sufficient time for company to utilize their current capacity.
- Apart from century no player is planning for Capex plans and the company looks forward to have stable pricing.

- Value added MDF contribution has gone up this quarter.
- Company have seen a great increase of 230 dealers in MDF and 50 in plywood.

- For next couple of years growth can be of 15 to 20% in MDF segment. In plywood in bad times 3 to 4% and in good period 6 to 8%.
- Company is more focused on MDF as margins and demand is better in this segment as compared to plywood.

- Net debt: 452 crore at end of current quarter, 400cr by 31 March 2021 and Around 200 crore by 2022.
- Exports were between 25 to 30 percent in FY 20 but have reduced significantly in current situation.

-There have been a change in the product mix for the company. There is a dip in plywood realization as people shifted to other alternative.
- On brown field expansion on Andhra Pradesh plant the company don't have any accurate number to quote in relation to expansion costs.

- After MDF full capacity expansion there will not be a lot of Marketing expenditure
- Margins is based on capacity utilization, product mix and export and import and a change in them will impact margins

- North plant margins are higher then south plant but if brought at equal levels south plant may out perform

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APL Apollo conducted their earnings con-call today at 2:00 pm

"Vision of capacity of 4 Million Tone till 2025"

@hiddengemsindia @gvkreddi

Here are the key highlights 😀👇

Business Updates:

• Net Working Capital Remains under 10 days which is best in the building material
• Continue expanding rural region.
• Added 15 new distributors.
• Value added products contributed 50-60% of the topline.

Revenue breakup


• EBIDTA Margin Improvement: This was mainly because of cost structarize and better operational

• Working Capital Cycle as per mgmt should remain sustainable

• Blue Ocean: Company owns 100% subsidiary which contributes nothing but own property where corporate office is there

Improvement in Net Selling Realization:
• With expanding capacities at 2.6Million Tones and utlization of 75%, scalability has been affected.
• While the prices of steel has gone by by around 35%, due to shortage of steel.

• Apl Apollo being the dominant player past connection with steel companies worked well.
• Steel tubes supply from China is shrinking.
• Hence the discounting factor while selling the products has went away.
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The Tycoon Mindset
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@tycoonmindset05
Roadmap for Ethanol blending In India 2020-25:

Decoding the opportunities in Ethanol Blending in India and how certain sector can benefit out of it.

Retweet for maximum reach to spread knowledge. 🙏🙏

🧵👇

Data-facts:
• 98% of India fuel requirement in road transportation is met through fossil fuel.
• Bio fuels only consist about 2% of use for road transportation.

• Ethanol is the important part of biofuel. It is naturally produced from fermentation of sugar by years or via petrochemical process such as ethylene hydration.
• Combined ethanol distillation capacity of India is 684 crore litres

There are different types of Ethanol variants:
1. E-10: In this, 90% of usage is gasoline & 10% Ethanol.
2. E-10 is maximum used in India.
E-20:
3. In this, 80% of usage is gasoline & 20% Ethanol.

The calorific value of ethanol is around 2/3rd of gasoline

Recent Target Improvements:

• National Policy for Biofuel has increased the target of Ethanol Blending to 20% from 10%
• With low quantity around 50% of petrol sold is E10 blended & rest is unblended(E0).
• Current level of Ethanol blending is ~7-8%, & 10% is expected by 2022
PRAJ
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The Tycoon Mindset
The Tycoon Mindset
@tycoonmindset05
Dixon Technologies con call was today at 4:00 PM.

"Company will be focusing on expenditure in R&D and disciplined capital allocation for future growth"

Here are the key takeaways of the call. 😀

@sonalbhutra @drprashantmish6 @varinder_bansal @Milind4profits @gvkreddi

🧵👇

Opening remarks

- Company had a good all around performance with highest sales.

- Growth of 120% in revenue

- EBITDA had a robust growth of 89%.

- Growth has been broad based.

- order book continues to be very strong.

- Growth is reflected across businesses.


- Overall demand outlook remains positive

- Due to global trade mismatch in commodity prices resulted in higher input cost and disturbed supply chain

- It could disturb the ODM revenue a bit


- Company is well positioned with robust balance sheet with good cash position.

- Company is focusing towards investing in people and R&D

- Company is extremely focused towards disciplined capital allocation

LED

- govt regulation has helped in growth.

- Company did well in this segment because of backward integration, operating leverage & sales of larger size tv.

- 4.4 million capacity that is 30% of India's total requirement

- Company is expanding its capacity to 5.5 millions
SOCIETY
The Tycoon Mindset
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@tycoonmindset05
Aarti Drugs conducted their earnings con-call today at 4:00 PM

"Target of 4500+ cr topiline till 2025"

@unseenvalue @darshanvmehta1 @sonalbhutra @Milind4profits

Here are the key highlights 😀👇

Business Updates:
• 66.87% of revenue came from Export Market.
• Around 66% of the growth is driven by volume.
• Formulation segment grow at 5%.
• Ramping up R&D facility both for API and formulation.
• CAPEX previously planned has been in inline.

Price in API:
• In September price has gone and has stabilize and after that the price is stable.
• As per current market scenario, mgmt expects 19-20% is doable, but its still not a new normal.

CAPEX:
• Current API capacity revenue of additional 25%.
• Brown Facility and new green facility will be the main growth driver for the next 3-5 years, in order to achieve revenue target of 4,500+ cr in next 4-5 year.
• 40cr will go in this Q.
• Green field start in next year

PLI:
• Company have applied for few products, and company expects one molecule to get but this will be announced in April. This product is for capital consumption (of around 60-65 cr), and 60-65 cr will external sales.
• This will have CAPEX of 120 crores.
SOCIETY
The Tycoon Mindset
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@tycoonmindset05
Saregama concall was today at 4:00 PM

"Target to purchase 20% of the new music this year for the next 30 year"

Here are the key highlights of the call 😀👇

Business Updates:
• There has been slow and steady growth and the industry is slowly coming out of Covid.
• Entertainment and Education has seeing a good growth in digitization.
• Saregama is in a good position to take the advantage of the digitization.

• Cost has been tightened over the past 2 quarter.
• Company debt company last year, has been reduced a lot.

Growth Driver:
• Primary driver for the 24% sales growth is the Carvaan sales and the music right.

Plan of purchasing music right

• Company had a plan of buying a music right of the last music in order to have long term sustainibility in order to tap the current you in future.
• This was stopped due to Covid.

Conti.

• However now that company is having good gains, company is continuously buying the music right. Hence the purchase of the rights and content will be higher in the next 12 months.
• 4 Bollywood films and 8 Tollywood films.
Conti.
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1/
In a BBC program, Indian author Arundhati Roy commented that "..the Muslim community in India has been ghettoized..."

Let's take a look at her claim if it's true or not.
Thread:


2/
All across Gujarat, in all major cities and in several towns, Muslims are deliberately forced into ghettos through a law called the Gujarat Disturbed Areas Act.

The law requires citizens in particular parts of cities to seek permission from the government before..


3/
..selling their property or changing their tenant and filters them by religion.
Gujarat's state govt extended the law across the state, to keep Muslims out of other neighborhoods than those traditionally Muslim. It criminalizes attempts to integrate, permanently..

4/
separating Muslims from Hindus. and it is being expanded through the addition of more geographical areas and placing more restrictions on Muslims and creating more hurdles to their leaving their ghettoes.

Every three years, on 30 June, the law has been renewed..

5/
..for another three years. The tenth time will come on 30 June 2021.
The act is currently in force in large parts of the state’s three largest cities, Ahmedabad, Vadodara, and Surat, and also in Bharuch, Kapadvanj, Anand and Godhra.
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Warning this thread is gonna be long!
Please bear with me.

Raison D'etre why Punjab has emerging as State driving Farmers' Agitation ...

ARHTIYAS & THE ANATOMY OF A "FARMERS PROTEST"

Contd

2
There are 36K licensed commission agents in Punjab + many more sub agents. These license agents are called Arhtiyas.

These gents earned ₹16K crore commission fee last yr as over the line income. This translates to about 4.5 lacs per agent. That's only frm wht Govt pays them.

3
They also lend money to farmers and others. Their rate, AT its lowest, is 1.5% per month (or 18% per year). Thus, most of the political money is parked with them because they get the best return on investment. This income is manifold of the official income.

Contd ...

4.
- They therefore are the new zamindars, as they have direct control over farmers and their livelihood.

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Contd ...

5.
Post demonetization Arhtiyas cycled money of pol parties by channeling cashdeposits to farmers as payment of loan & interest in books & allowed farmers to payback real loan with softer credit ovr 2 yrs. Hence he converted money made 18% + circulated principle twice in 2 yrs.
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DS Balaji
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@balajidesigr
Aryavart To Bharat, and Now India. Heritage of Rishis and Maharishis keeps falling down to a mere Landmass. Losing even our actual names and being called by the names given by those who destroyed us, is something beyond tolerance. Hence, ancient names call to be reclaimed.


UP Cheif Minister Sanyasi Yogi Adityanath Ji has appealed to rename Hyderabad back to Bhagyanagar. He is rightfully in saying so since Haidar has nothing to do with the city of Chalukyas. A city, called by the name of those who plundered it, is a clear insult to its heritage.


Islamic Invaders, Colonists and foreign powers renamed the Bhartiya cities, to boast their dominance. Every time we utter their names, we repeat in our minds, the fact of still being a slave. It's a subversion, which now has to be worked on.

This thread is a compilation of all such Cities. Those were named after Invaders & Foreign rulers. Which now should be changed. Every Hindu, need to know these names forced upon us along with their history, which has to be revived. For us to walk proudly holding our heads high.

Karnavati was ruled by Great Hindu Kings Like Karandev 1 and later Vaghela Dynasty in the 13th Century. Faced many invasions since the 14th Century. And was named Ahmedabad by Sultan Ahmed Shah in 1411 A.D.
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@KshatriyaVoice
#Thread
Gujars have claimed every living species in this galaxy to be their own, be it Attila Hun or Mihirkula, Parmars, Pratihars, Chauhans, Pulkeshin Chalukya, Shivaji Bhonsle, Bhatis and what not.

It's high time that the verity of their claims needs to be checked.


When Thomas Twining traveled in 1794 in Doab he found 3 tribes of robbers- Pindaris, Mewatis, and Gujjars. "Goujer on contrary implies nothing but craftiness and unsparing barbarity and communicates nothing but terror and dismay


Hari Ram Gupta an eminent historian describes Gujars as 'a tribe of thieves'.
When Babur first came to India he saw Gujjars coming from the mountains and stealing away the cattle and buffaloes. They looted Indians and foreigners alike.


Historian HR Gupta while talking about Gujars says:
"they oppressed poor grass cutters and extorted money from them, those who did not pay it were beaten by them".


Basically Gujars who now claim every dynasty to be their own, were always a nomadic pastoral tribe and even now in JK. However, they took to stealing as their main profession. Proverb was 'dog, rangar, cat and gujjar, without these 4 everybody could sleep with doors open'.
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@HiteshAwasthi89
#Thread
Why To Avoid Western Style Birthday Celebrations ?

We all agree that Birthday is a very special and auspicious day for all of us.

If it is so special then why do we celebrate it in inauspicious way?
@Anshulspiritual @mysql_sync
@Vedicphilosophy

👇👇

Birthdays celebrated as per tithi (a lunar day) are very pious, because we receive a lot of Chaitanya (Divine consciousness) on this day. This Chaitanya should be utilized to the fullest.
@nsbchd @khanna248 @nehasaini0204

👇👇

Let us understand few things which can be avoided during birthday celebrations & receive maximum blessings from Bhagawan:-

1. Never wish or celebrate birthdays at midnight, instead this should be done after sunrise. @Poornimachouha8 @Vaidyvoice

👇👇

Please understand that as per Hindu Culture a day starts from sunrise and not from midnight. During midnight the Tamas and Rajas particles (negative particles) are highly predominant in the atmosphere and also there is lots of..
@SuvarnBharat @vijayashreenair

👇👇

negative energy is present in the atmosphere during midnight. So doing any auspicious celebrations/giving greetings during such time doesn't give good results to the individual.On the other hand the time after sunrise is considered as the time of spiritual practice..+

👇👇
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Manipulation Sign:

If you are compromising too much, there is a chance that you are getting manipulated.

Why are you the one that's always compromising?

How come the other person always gets their way?

Be more curious.

If something seems off, stick up for yourself.

'Wait, you sure I am being manipulated?'

I have no clue, that is only something that you can decide for yourself.

'Dang is there anything I need to look out for?'

Plenty..

But let me give you a few things to look out for.

👇

I see manipulation as skillfully controlling someone's behavior for egotistical or unethical purposes.

'How come people don't leave when it's happening to them?'

Because most people have 0 clue that they are being manipulated.

1. Guilt Trip

You ever made a mistake around someone, only for them to hold it over your head?

The will always bring up the mistake when you 2 are not seeing eye to eye.

These people will use that mistake as leverage to get what they want from you in the future.

Look out.

2. The Rationalizer

This person will commit the worst acts & find a way to rationalize it.

Example: cheaters when they get caught.

They have every excuse in the book for why they did it.

Heck, they are so good at rationalizing, they will make it seem like your fault.
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