January 20, 2025 India’s leading plastics product manufacturer, offering a wide and comprehensive range of plastic products in India. Revenue and EBIT mix during 9M ended December 2024 Plastic Piping – 67% and 67% Industrial products – 13%, 10% Packaging products – 16%, 16% Consumer products – 4%, 7% Track record During last 10 years, … Read more
May 16, 2025 Ok type performance. Nothing too exciting nor concerning. Future outlook macros started improving from second half of Q4 Target growth of around 15% over near to medium term Current market share is around 8.5% and 9%. Target is to reach 11.5%-12% over next 2-3 years. Hence 15% growth assumption assumes high single … Read more
August 14, 2024 Leading manufacturer of electrical and telecommunication cables in India It has also entered into electrical goods and home appliances Business Mix. In Q1FY25 – Electrical cables – 84% Communication cables – 10% Copper Rod – 1% Others – 5% Track record In last 5 years, revenues have grown at a CAGR of … Read more
May 14, 2025 Continued good performance. During FY 25, revenues increased by 21% and profits by 37%. ROE was attractive too at 18%. Outlook No specific guidance from the Company. However, it expects to continue outperforming the industry growth numbers and hopes to maintain margins at current levels. Based on this, market is expecting a … Read more
August 5, 2024 TCL is third largest soda ash producer globally, with over two-third of its capacity being natural soda ash translating into cost-effective production. TCL is also the 6th largest producer of sodium bicarbonate in the world, and one of the leading agri-services and crop-protection chemical companies in India (Rallis India). Revenue mix during … Read more
Aarti Surfactants Limited (ASL) was incorporated in 2018 post demerger of Home and Personal Care Segment of Aarti Industries limited. Its business include specialty chemicals for Home and personal care and Industrial applications. the company specialises in the manufacturing of chemicals essential for producing hand wash, sanitizers, soaps, detergents, shampoos, cleaning products, and similar items. … Read more
July 24, 2024 Its into home textiles segment Its into B2B as well as branded business. Brands include Spaces, Welspun, Disney Home and Christy amongst others It sells its products across 50 counties and has relationships with all the major retailers It has also ventured into flooring solutions Revenue break-up. In Q1 FY 25 75% … Read more
July 25, 2024 Founded in 1991, SSWL is into Automotive wheels – both Steel & Alloy Wheels In March 2024, it acquired AMW Auto Components Ltd through NCLT located in Bhuj, Gujarat. Company expects AMW to provide it with a capacity to produce 7mn Steel Wheel Units in total for CV, Tractor and PV. Strategic … Read more
October 28, 2024 Good YoY topline growth number of 17.5% during Q2FY25. Management claims that sales could have been further higher but for due to some production related issues. Management believes that the business picked up very well from August end onwards and expects it to continue during Q3 and Q4 as well Operating margins … Read more