Rattibha

🇮🇳China-Plus-One
🇮🇳12 Indian Companies Ready to Capitalize on the China-Plus-One Strategy
[A thread....]🧵👇

🔶Gokaldas Exports Ltd:
Co is engaged in the designing & manufacturing of a wide range of garments for men, women, and children As China continues to dominate the textile manufacturing sector, Gokaldas Exports competes by offering high-quality, innovative designs and maintaining strong relationships with top fashion brands worldwide.
🔷M Cap: ₹ 5,802 Cr.
🔷P/E: 44.3
🔷Sales growth 3Years: 25.2 %

🔶S P Apparels Ltd:
The company specializes in manufacturing and exporting knitted garments for men, women, and children in India, primarily catering to international markets with a focus on quality and sustainability.

It also produces China-based products based on customer requests. The company is expanding its capacity in Sri Lanka through factory acquisitions in the woven garment sector.
🔷M Cap: ₹ 1,581 Cr.
🔷P/E: 17.6
🔷Sales growth 3Years: 18.6 %

🔶Raymond Ltd:
Raymond is one of the leading integrated producers of worsted suiting fabrics globally. In the Nov 2023 concall, management stated that the company is increasing its garmenting capacity by about one-third to leverage the China Plus One strategy embraced by global brands.
🔷M Cap: ₹ 16,753 Cr.
🔷P/E: 10.0
🔷Sales growth

🔶Welspun Living Ltd:
Co is a leading home textiles company in India, specializing in the design, manufacture, and distribution of high-quality bed and bath linens, rugs, carpets, and home decor products. The company is known for its innovation, sustainability initiatives, and commitment to delivering superior products to both domestic and international markets.
🔷M Cap: ₹ 13,916 Cr.
🔷P/E: 20.7
🔷Sales growth 3Years: 9.66 %

🔶Indo Count Industries Ltd:
The company is a manufacturer and exporter of bed sheets, bed linen and quilts. The company is leveraging its established manufacturing base, quality control, and innovation in product design to attract international buyers seeking reliable and sustainable alternatives to Chinese products.
🔷M Cap: ₹ 7,424 Cr.
🔷P/E: 21.9
🔷Sales growth 3Years: 12.2 %

The company is leveraging its established manufacturing base, quality control, and innovation in product design to attract international buyers seeking reliable and sustainable alternatives to Chinese products.
🔷M Cap: ₹ 7,424 Cr.
🔷P/E: 21.9
🔷Sales growth 3Years: 12.2 %

🔶Pearl Global Industries Ltd:
This company is a garment exporter, manufacturing from multiple sourcing regions within India and countries within South Asia. One effective strategy the company uses is adopting a "China Plus One" approach, where it not only utilizes Chinese manufacturing capabilities but also establishes production facilities in other countries.
🔷M Cap: ₹ 2,849 Cr.
🔷P/E: 16.8
🔷Sales growth 3Years: 32.1 %

🔶Dixon Technologies (India) Ltd:
Co is a leading electronics manufacturing services (EMS) provider in India. The company adopts the "China Plus One" strategy by enhancing its manufacturing infrastructure, expanding production capacity, and investing in advanced technologies.

This approach attracts international clients seeking to reduce reliance on Chinese manufacturing and strengthens India's position in the global electronics supply chain.
🔷M Cap: ₹ 68,141 Cr.
🔷P/E: 185
🔷Sales growth 3Years: 40.0 %

🔶Deepak Nitrite Ltd:
This is one of the fastest-growing and most trusted chemical intermediates companies in India. According to management,

DNL is positioned to benefit from the 'Make in India for the World' initiative and the China+1 strategy. The company aims for growth and serves as a key partner for both Indian and international conglomerates.
🔷M Cap: ₹ 33,175 Cr.
🔷P/E: 44.0
🔷Sales growth 3Years: 20.8 %

🔶Aarti Industries Ltd:
The company has a strong market position in the NCB-based specialty chemicals segment. The co is well-positioned to capitalize on industry trends by offering alternatives to China and Europe. With full backward integration, it taps into low-cost, sustainable manufacturing opportunities in emerging sectors.
🔷M Cap: ₹ 24,469 Cr.
🔷P/E: 58.8
🔷Sales growth 3Years : 12.2

🔶Vinati Organics Ltd:
This is a leading specialty chemical company in India, specializing in the production of organic intermediates, monomers, and polymers. The company focuses on IB derivatives, aiming for import substitution with products like ATBS and butyl phenol, surpassing global purity standards, giving it an edge over Chinese competitors.
🔷M Cap: ₹ 18,995 Cr.
🔷P/E: 58.8
🔷Sales growth 3Years : 25.8 %

🔶Natural Capsules Ltd:
Natural Capsules Ltd is a pharmaceutical company specializing in the manufacture of hard gelatin and cellulose capsules. The company produces a wide range of capsules used for encapsulating drugs and supplements, catering to pharmaceutical and nutraceutical industries.
🔷M Cap: ₹ 257 Cr.
🔷P/E: 46.3
🔷Sales growth 3Years : 25.0 %

🔶Clean Science & Technology Ltd:
The company's portfolio includes innovative and environmentally friendly products such as performance chemicals, FMCG chemicals, and pharmaceutical intermediates, used across diverse industries like agrochemicals, pharmaceuticals, and personal care.
🔷M Cap: ₹ 14,397 Cr.
🔷P/E: 59.0
🔷Sales growth 3Years : 15.6 %

⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only.

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