Rahil Dasani
Rahil Dasani

@rahildasani13

6 Tweets 4 reads Nov 11, 2023
GOODLUCK INDIA
breakdown into 2 threads
ABOUT
GLIN is a high-value engineered steel products manufacturer catering to automobile, aerospace, oil & gas, T&D, defense, solar, and overall infrastructure space.
The Co has four major verticals, which are ERW Steel Tube,
Precision tube, engineering, fabrication, and forging.
GLIN has also supplied material to various prestigious programs of DRDO.
Within exports developed nations such as the US, Europe, and Australia contribute ~80-85% of the volumes.
Marquee Clients
PRODUCTS
Forging and precision tubes segments are higher EBITDA margin segments.
Strong technocrat management, with each member having a minimum of 3 decades plus experience, and the founders- Mahesh and Ramesh Garg with close to 50 years of experience.
The succession planning is in place.
my thesis for this is very simple and clear, will share it in the next thread
this is not an investment advice.
I am invested in it lower levels.

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