Satia Industries, anyone?
Triggers:
- Production capacity will be 2x soon. In the latest conf. call the MD said that FY22 will have at least one quarter with 2x capacity coming online [1] [2]
-
Paper cutlery segment [2]
-
NEP (new education policy) – ~40% revenue comes from state education board [2]
Looking at historical PE and current PE, it doesn’t look like the doubling of capacity is fully priced in.
There are other great things about Satia – @kalpesh4430 has shared more details on his portfolio thread Kalpesh's Portfolio - #45 by kalpesh4430
Disc.: invested
[1] https://www.satiagroup.com/wp-content/uploads/2021/05/Q4FY21-Conference-Call.pdf
[2] https://www.satiagroup.com/wp-content/uploads/2021/05/Investor-Presentation-February-2021.pdf