August 29, 2024 Expleo is a software services provider Software development, validation and verification, and Engineering consultancy services Focused on BFSI, Aerospace, Automotive, Defence and Rail Industry Financial track record In last 10 years, revenues have increased at a CAGR of 17% and profits at 12%. Average ROE during this period was 24% In last … Read more
August 7, 2024 Started in 2011, Company is into providing diagnostic services Radiology 168 MRI/ CT centres 1443 tele reporting centres Pathology 120 processing labs and 2,270 collection centres Radiology in Q1FY25 contributed 55% of revenues and pathology 45%. These numbers however fluctuate from quarter to quarter. The company operates significantly under the PPP Model, … 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
August 10, 2024 Muted Q1. Management didn’t hold the investor call (it has history of doing calls intermittently) PPT provided the following detail on the quarter May 21, 2024 Sirca India (SPIL) is into paints Exclusive licencee of Sirca brand for India, Nepal, Bangladesh and Sri Lanka. Sirca SPA Italy was established in 1973 … Read more
May 31, 2024 Home grown apparel brand company Offerings include jeans, shirts, T-shirts, women’s wear, trousers, winter wear and accessories. Established Men’s Fashion Portfolio. Now incubating kids & women’s wear category Just acquired a women denim brand ‘Kraus’ Track record In last 10 yrs, revenues have grown at a CAGR of 9% and profits at … Read more
May 17, 2024 Company is the owner of Sleepwell brand of mattresses. It is the largest manufacturer of PU foam. Other than mattresses, it supplies PU foam in the B2B market for furniture cushioning, automobile cushioning, acoustics and others During FY 2024, it acquired another established mattress brand ‘Kurlon’ and made a significant stake purchase … Read more
May 31, 2024 Formed in 1964, Ion Exchange focuses upon water, wastewater treatment & environment solutions In FY24, domestic business contributed 78% and international business 22% Track record During last 10 Yrs, revenues grew at a CAGR of 12% and profits 46%. Average ROE during this period was 24%. During last 3 yrs, these numbers … Read more
May 30, 2024 In business since 1984, Company gained momentum over last 5-6 years Company sells standardised products through distributors as well as customised products directly to the OEMs Sales mix 65% revenues are exports and 35% domestic In Q4FY24, 47.6% revenues were from Shunt Resistors and balance 52.4% from bimetal. Volume wise mix was … Read more