Marsons Ltd. 1st presentation:
Dynamic Cables, 1st Concall, Here’s the Transcript:
1st Ever Presentation by a Nanocap, Remi Edelstahl Tubulars:
Effwa Infra:
https://nsearchives.nseindia.com/corporate/EFFWA_25102024014153_EffwaInfraInvestorPresentation.pdf
Investor presentation by Vindhya Telelinks after a long time. Pending order book of more than 7000 crores as on date.
Baheti Recycling Industries Ltd
PPT
Paramount Communications First Ever Concall. PBT growth of 45% yoy and revenue growth guidance of 25-30% for the next 3-4 years.
Jagsonpal Pharma. First ever concall transcript for Q2FY25.
ef3c1c32-5168-43ec-a8ad-37e66505d06e.pdf (551.7 KB)
Gayatri Rubbers and Chemicals Ltd
https://www.screener.in/company/GRCL/
https://nsearchives.nseindia.com/corporate/GRCL_12112024152119_GRCLpresentation.pdf.
Disclosure:
Not invested in past or present and do not plan to invest in future.
The share is SME platform listed, trading in ESM 2 framework, heavily cornered and extremely costly.
I liked the investor presentation though. They are just at 30% capacity utilisation and already have Genus, HPL, Sintex and other smart meter companies as their clients. They are probably the sole rubber supplier to these companies. They have cracked 18/19 railway zones , MSRTC, Vande Bharat. That is a big achievement for such a small company.
Smart meter project will last till 2028. That means they have order visibility till then at least. Also if they get Gas Meters and Water meter contracts , sky can be limit for GRCL.
No wonder it is expensive at current fundamentals but future definitely looks bright.
4b3ba8fd-929c-49c8-af7c-c4f7fef9e390.pdf (3.2 MB)
Qualitek Labs Limited
https://www.screener.in/company/544091/
I can’t even comment what they are achieving after posting such basic highlights.
An attempt in vain after posting bad bottom-line and share price being hammered.
Disc: Biased and Invested
Trident Techlabs, 1st Presentation:
https://nsearchives.nseindia.com/corporate/TECHLABS_14112024201304_Investor_Presentation_S.pdf
And 1st Concall:
1st presentation of Kalyani Forge Ltd:
https://www.bseindia.com/xml-data/corpfiling/AttachLive/a60f7c61-13dd-4930-a175-8e2e931d443a.pdf
https://www.bseindia.com/xml-data/corpfiling/AttachLive/4df637ab-eded-4140-8f50-36330b93b197.pdf
What is ur view on this.
Has anyone studied PIGL in detail
Synergy Green. First Concall. Guidance of 450cr for FY26 with possible EBITDA margin of 17-18%
Synergy Green First Concall_Q2FY25.pdf (684.1 KB)
Yash Optics and Lenses – first investor presentation:
Aron Industries:
First concall - https://nsearchives.nseindia.com/corporate/AARON_25112024160451_Transcript_Q2FY25_25112024.pdf
Inv Presentation:
https://nsearchives.nseindia.com/corporate/AARON_28102024155416_InvestorPresentation_28102024.pdf
Nisus Finance
First concall -
YouTube: https://www.youtube.com/watch?v=YglVN0uGSck
PDF : https://www.bseindia.com/xml-data/corpfiling/AttachLive/e13fd358-9255-4404-9e78-0678917e5ead.pdf
Nisus did the first Concall. This call gives some insights on the business they do.
Management has given aspiration to hit 8x AUM from 1000 cr to 8000 cr by fy27/28.
They should close the year with around 2200 cr AUM , 1000 AUM currently + another 1200 in pipeline which they can convert in next few months i think.
They have recently opened up business in Dubai and Vivek Oberoi (actor) is a partner in this business.
CWD Ltd, came out with 1st ever presentation:
https://www.bseindia.com/xml-data/corpfiling/AttachLive/f3a8b85c-8be9-4a21-9eff-330d06b8fc98.pdf
