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
