BC JST COMPANY ANALYSIS
Saved by @patil_rushikesh

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 them.
https://t.co/Y44jZNmQsX
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 stay.
https://t.co/dD1xb2DdmB
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 industry?
https://t.co/268m6F8csX
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 on.
https://t.co/Wcyhd1s3cQ
5/ GMR Airports: An infrastructure player turned airports operator changing the economics from one end (commoditized, weak cash flow, cyclical, capital intensive) of the business quality spectrum to the other end (Monopoly, Cash cow, Secular, asset-light)
https://t.co/OnWWuyFXoX
6/ Indiabulls RE: A real estate developer with a ton of land & half-baked properties. Can the change in promoters (Embassy) bring positive optionalities to this business or many more skeletons out in the open? Variant perceptions are being discussed.
https://t.co/1RYrNyI8hl
7/ Likhitha Infra: An oil & gas infrastructure player which brings nothing unique to the table other than delivering on time, strong financial muscles & powerful tailwinds which reflect on the giant order book.
https://t.co/UJwcUboaGh
8/ EPL: A packaging company that has a certain level of global dominance with strong economics. Will the Blackstone appointed management, bring in the evolution (gain in market share+ foray into newer segments) that the market is not currently pricing in?
https://t.co/k4TfYFJJIR
9/ Excel Industries: A specialty chemical company where potential risks (one of the molecules being banned) & high cyclicality makes it trade at throwaway valuations. Not much else to say as information is scarce. https://t.co/pTUAkdAG11
10/ Petronet LNG: An oil & gas logistics company, with a stronghold on the LNG supply chain & riding the tailwinds of increased exports owning to weak domestic production. Their fight is with themselves as the leadership seems to be all over the place.
https://t.co/hEkmSBIiLN
11/ Natco: A Pharmaceutical company with a DNA of taking oversized decadal bets showcasing capacity to suffer, with a seasoned R&D team & a spirited leader at the top.
https://t.co/ZXNWORKIEJ
12/ IRFC: A financier specifically dedicated to the Indian Railways & adjacencies by law, growing at a pace even envied by the best banks in India with zero NPAs. 'Where is the ROE going?' & 'What if the government loses its mind?' are the key questions.
https://t.co/uSEXQQQ6Ov

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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
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Key insights from Hikal

🧪 Lowered interest rates
🧪 Pharma: Growth in generics as well as CDMO
🧪 Crop Protection: Scaleup of a fungicide for a Japanese CDMO client
🧪 Healthy pipeline of new products: Supported by new capacities; Investing in Animal Health & Biocides verticals https://t.co/D70j9oriCa
HIKAL
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Sequent is down 60% from its highs. Let's understand how their business is faring (by @AnishA_Moonka )

A thread 🧵👇

1/ How do businesses happen? Do they just crop up the day when an entrepreneur thinks of it? Do they become bigger as the stock reaches new highs?

I guess, No. It takes time, It takes labor. Again, Will the ascension be smooth? Never.

The journey of Sequent in the last 5 yrs:


2/ Pre-FY15: Sequent was merely a commodity high volume low-value API player

Due to this intrapreneur's (Mr. Manish Gupta) efforts that we see Sequent as the only USFDA approved generic animal player from 🇮🇳

Behind the deals of Strides Agila plant & the Australian business.


3/ The transformation speaks volumes of how such a businessman thinks.

In 6yrs of existence, he has taken the unknown co. to be among the Top 20 in the world.

Now, he is taking a long shot to enter the Top 10 over the next decade (aka. Sequent 2.0); A tall task.

4/ If he is dreaming big & has executed in the past with industry tailwinds; the common question is why is the stock down by so much?

Probabilities: Investors went from a high probability of success to a low in months as multiple obstacles (short term?) hit the co.
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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
JST Investments
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HDFC AMC FY21 Annual Report Takeaways

'We are the fiduciary to our customers – their interests clearly supersede'

Hit the 'retweet' & help us educate more investors

A thread 🧵👇

1/ What has helped HDFC AMC to grow this large?

The Trust associated with the HDFC brand.

A one-stop shop for individuals, families, corporates, and institutions when it comes to their investments.

The most profitable Mutual Fund.


2/ Promoters continue to own 73.9% in the company:

52.7% by HDFC Ltd & 21.2% by Standard Life investments.


3/ Numbers that matter

Rev up 3%
76% EBITDA margin
Pat up 5%
AUM up 24% to 3.95 Cr (43% Equity, 39% Debt, 16% Liquid) | PMS & big accounts at 9.7K Cr
53 lakh investors
1254 employees
Digital transactions: 82% of total
13.7% market share in MAAUM & 12.6% in total AUM


4/ Product Portfolio

In Equity, will increase the diversity in their investment style & approach: have faced the brunt of underperformance in the past | 24 schemes

Debt schemes were able to tide through the tough phase of defaults by a large NBFC & HFC, COVID-19 | 68 schemes
HDFCLIFE

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Now Suniti was the daughter of a tribal chief while Suruchi was the daughter of a rich king. Hence Suruchi was always favored the most by Raja while Suniti was ignored. But while Suniti was gentle & kind hearted by nature Suruchi was venomous inside.
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The story is of a time when ideally the eldest son of the king becomes the heir to the throne. Hence the sinhasan of the Raja belonged to Dhruva.This is why Suruchi who was the 2nd wife nourished poison in her heart for Dhruva as she knew her son will never get the throne.


One day when Dhruva was just 5 years old he went on to sit on his father's lap. Suruchi, the jealous queen, got enraged and shoved him away from Raja as she never wanted Raja to shower Dhruva with his fatherly affection.


Dhruva protested questioning his step mother "why can't i sit on my own father's lap?" A furious Suruchi berated him saying "only God can allow him that privilege. Go ask him"
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