Manoj Krishna Reddy
25 Yrs |Chartered Accountant π¨βπ|Telugu Speaking|Chess Player |Here to learn & Share Insights about our Indian businesses
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GOKALDAS EXPORTS Expanding from WOVEN RMG to KNIT RMG Products OPPORTUNITY SIZE : Doubling the Market Size from $206 bn to $412bn Gokaldas has 3.4% Market share in Indian Woven R...
GANESHA ECOSPHERE Largest Waste PET bottles RECYCLER Decent Q2-FY 23 results with few misses 1.Mgmt guided to improve EBITDA Margins from 12% to 14-15% in next 2 years(Seems lik...
"ELECTRONIC " CONTRACT MANUFACTURERS (ESDM Industry) Ride of "OUTSOURCING NEEDS "of OEMs If you like BUSINESS MODELS of 1.Dixon Technologies 2.Amber Enterprises 3. PG Electropla...
SADHANA NITRO CHEM After 4 years of Efforts, got PROCESS TECHNOLOGY Superiority in PAP Production "A STRUCTURAL IMPORT SUBSTITION" Opportunity Will Discuss about : 1.PAP 2.PLI...
GUJARAT FLUOROCHEMICALS In my view, the Operating Margins(OPM) has "PEAKED" From OPM of 26% to 37%(which is 11% β¬οΈ) As a result, Stock RE-RATED from Rs.700 to Rs.4100 I will expl...
BROMINATION SPACE NEOGEN Chemicals (Vs) ARCHEAN Chemicals(IPO) Some Key differences between 2 business models/Key Takeaways What is Bromine ? 1.Bromine is a naturally occurring e...
REFRACTORY SECTOR IFGL Refractories (VS) RHI Magnetisa Topics to be discussed : 1.Refractory Sector nature 2.Import Substituion Opportunities 3. Business Model 4.Overlapping of...
TINNA RUBBER Solid ENTRY BARRIERS/COMPETITIVE ADVANTAGE 1.Tinna Rubber is the Largest Recycler of WASTE TYRE in India. Only " INTEGRATED RECYCLER"(Backward + Forward Integratio...
FLUORO-SPECIALTY CHEMICAL Only 5 players in India manufacture FLUORO-SPECIALTY CHEMICALS Of them,3 are Established Players 1.Navin Fluorine(40% of Revenue) 2.SRF(28-30%) 3.GFL(12...
GMM PFAUDLER All the Acquisitions done by GMM Pfaudler in the last 2-3 years are MARGIN DILUTIVE. 1.Acquistion of stake in parent Pfaudler Pfaudler EBITDA Margins -10% GMM DOMES...
Many Investors are worried about Gland Pharma Quarterly results(Q1-FY 23) Just Look at Gland's Sales and EBITDA from 2010 to 2021. My analysis of Gland's business model(B2B Model...