Notes on AR FY21-22
VIP Ind
Have you seen a roller coaster?
— Smart Sync Services (@SmartSyncServ) July 13, 2022
VIP Ind will say: Hell, yeah!
FY18: Mngmt: 4x of PAT in the 5 yrs doable
FY19: The best yr in history
FY20: Pandemic sets in
FY21: A washout yr
FY22: A strong recovery
FY23: Sectoral tailwinds in top gear
FY22 AR
A thread🧵
Let’s go!
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Syngene International
HDFC Bank is the baby of HDFC Ltd. Today the baby is worth more than the parent.
— Smart Sync Services (@SmartSyncServ) July 11, 2022
Can the story repeat in the case of Syngene & Biocon?
Only time will tell.
In this 🧵, let's focus only on the FY22 AR of
Syngene International
"Retweet" for max reach🙏
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MHRIL
20.09.96: MHRIL was born
— Smart Sync Services (@SmartSyncServ) July 8, 2022
April 1998: 1st resort at Munnar in Kerala
25 yrs later
-84 Resorts
-4,568 Rooms
-2,66,000 Members
-800+ rooms added in the last 2 yrs
-12764 members added in FY22
FY22 AR
“Retweet” to help us reach out to maximum investors🙏
चलिए शुरू करते है
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Aavas Financiers
"We may not be a bank by license, but we are definitely one by processes." -Sushil Agarwal, Founder, MD & CEO of Aavas Financiers
— Smart Sync Services (@SmartSyncServ) June 29, 2022
Aavas embarks upon its 2nd decade of existence.
AR FY22 is a study material for students of Housing Finance
चलिए शुरू करते है
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Devyani International
Devyani International
— Smart Sync Services (@SmartSyncServ) June 22, 2022
A medium-size fast-growing fish
In a very large fast-growing pond.
Invest or Not, you can not ignore them
FY21-22 AR Notes
A thread 🧵
Please "Retweet" to help us reach out to maximum investors and grow our community.🙏
Let's go!🙂 pic.twitter.com/zexfLMDE2a
Balkrishna Industries
If you wish to deep-dive, register for the 7-day trial of MissioN SMILE here👇https://t.co/3WzloXZQ3t
— Smart Sync Services (@SmartSyncServ) June 16, 2022
You will get a comprehensive analysis of BKT's business.
Thank you for reading
Disc: Holding. No Reco
If you found value in this thread, "Retweet"👇https://t.co/Zk0Tc1Xpqt
Home First Finance
Home First Finance
— Smart Sync Services (@SmartSyncServ) June 15, 2022
Is it one David vs several Goliaths?
Or something else?
A paperless housing loan provider to small-income customers.
With 90% loan approval done in 48 hrs!
AR 21-22 Notes
Retweet to help us grow our Twitter community and help maximum investors🙏
A🧵
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Apcotex
Antifragile: Things that gain from disorder ~Taleb
— Smart Sync Services (@SmartSyncServ) May 23, 2022
2019 NBR dumping
2020 Covid disruption
2021 Supply chain problem
2022 Inflation
Apcotex in 5 yrs:
Sales 2X
OP 5X
PBT 7X (Excl: Ex items)
AR 21-22 Notes
Retweet to help us reach out to maximum investors🙂🙏
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Notes on AR FY20-21
Tata Motors
AR 20-21 NOTES
— Smart Sync Services (@SmartSyncServ) October 19, 2021
Tata Motors
Leading Producer of Passenger and Commercial Vehicles & the 2nd Largest Auto Company in India
Fasten Your Seatbelts & Enjoy The Ride 🙂!
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Galaxy Surfactants
AR 20-21 NOTES
— Smart Sync Services (@SmartSyncServ) October 18, 2021
Galaxy Surfactants
Leading Producer of Surfactants & Specialty Chemicals which are used in Personal Care & Cleaning Products
So grab a coffee and let us begin 🙂
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Sudarshan Chemicals
AR 20-21 NOTES
— Smart Sync Services (@SmartSyncServ) October 14, 2021
Sudarshan Chemicals
Leading Producer of Colors & Pigments
So grab a coffee and let us begin 🙂
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Praj Industries
AR20-21 Notes
— Smart Sync Services (@SmartSyncServ) July 22, 2021
Praj Industries
India’s Leader in Bio-Fuel Technology
Put on your helmets & Enjoy the ride 🙂
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AAVAS Financiers
AR20-21 Notes
— Smart Sync Services (@SmartSyncServ) July 21, 2021
AAVAS Financiers
A Leading Housing Finance Company concentrating on Affordable Housing
Put on your helmets & Enjoy the ride 🙂
Retweet for wider reach 🙏 pic.twitter.com/fmrhuFO5o2
Blue Star
AR20-21 Notes
— Smart Sync Services (@SmartSyncServ) July 15, 2021
Blue Star Ltd
One of India’s largest Air Conditioning Companies with a market share of 13% in the RAC Segment in India
Strap on your seatbelts & Enjoy the ride🙂
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Angel Broking
AR20-21 Notes
— Smart Sync Services (@SmartSyncServ) July 13, 2021
Angel Broking
One of India’s largest online stockbrokers & a fledging fintech company
Great Online Presence with >10.3 million app downloads & 1.6 million NSE Active Clients
Fasten Your Seatbelts & Enjoy the ride 🙂
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Bajaj Auto
AR20-21 Notes
— Smart Sync Services (@SmartSyncServ) July 6, 2021
Bajaj Auto
The largest exporter of 2 & 3 wheelers in India, with 60% of industry exports, selling in 79 countries
Accounts for ~28% of total industry volumes sold
Buckle up & Enjoy the ride🙂
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Tata Elxsi
AR20-21 Notes
— Smart Sync Services (@SmartSyncServ) June 23, 2021
Tata Elxsi
Design Digital
Helping Enterprises Re-imagine Products & Services
Simplifying Technological Complexity
Retweet to help more Investors read AR.🙂 pic.twitter.com/qssyPSi2MB
Apcotex industries
AR20-21 Notes
— Smart Sync Services (@SmartSyncServ) June 16, 2021
Apcotex Industries
Leading producer of Synthetic Rubber & Synthetic Latex in India
Broadest Range of Emulsion Polymers in the market
Fasten Your Seatbelts & Enjoy the ride 🙂
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Tata Consumer Products
AR20-21 Notes
— Smart Sync Services (@SmartSyncServ) June 15, 2021
Tata Consumer Products
Transforming for Better
Hang on Tight, as we deep dive
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