Rounaq Bakshi notes

Manali Petrochemicals: Microcap Propylene Glycol The Indian Propylene Glycol (PG) market has largely been dominated by imports Propylene Glycol is a consumable used in Pharma & Fragrance Industries as carrier and Polyol is used as one of the ingredients to manufacture foam for seating, mattress, refrigeration, automotive segment usage and also used in Building & Construction industry    Company specializes in the manufacture of Propylene Glycol, Polyether Polyol, and related substances. It is the sole domestic producer of Propylene Glycol and the first and largest Indian manufacturer of Propylene Oxide, a key input for these derivative products.   PG is commonly used as a drug solubilizer in topical, oral, and injectable medications, a stabilizer for vitamins, and as a water-miscible co-solvent. The Food and Drug Administration (FDA) has approved PG as a safe additive for human consumption, particularly in pharmaceuticals and food formulations. Additionally, ...

CERA SANITARYWARE : Premier Sanitaryware Company in India Robust Financials & Disciplined Capital Allocation  FY25 Revenue of Rs. 1,915 crore | Cash reserves Rs. 778 crore1 | Consistent dividend payout| Zero debt company | AA/Stable rated company Strong Retail Presence & Distribution Network  6,600+ dealer partners , 25,500+ retailers , 1,850 brand stores , and 13 company owned experience centres – ensuring pan-India presence and enhanced customer experience Comprehensive Portfolio Across Price Points  Offering a full spectrum of sanitaryware and bathware solutions under three brands – Senator, CERA Luxe & CERA – catering to evolving consumer aspirations across segments Pioneering Legacy with Proven Trust  ~44 years of industry leadership, delivering design-led innovation, product quality, and customer trust Multi layered Marketing Infrastructure ● 13 CERA Experience Centres: Ahmedabad / Mumbai / Bengaluru / Kolkata / Cochin / Hyderabad / Trivandrum / Mor...

  https://youtu.be/IJwztGoq_TI?si=JWYEH_7t-l-Ez2fV Mirae Asset Hang Seng TECH ETF and Fund of Fund Provides exposure to 30 largest Tech centric Chinese companies listed on Hong Kong Stock Exchange China led the world in retail web sales with $2 trillion total sales in 2021 (compared to $870 billion in the United States). China is a world leader in 5G spending and adoption.  By 2025, China is projected to have over 400 million 5G users, accounting for 40% of total global use Hang Seng TECH Index isarobust30- stockportfoliowithhigh business exposure to the selected technology themeslikeCloud, Digital, E-Commerce, FinTech or Internet. Xiaomi Corporation: 2ndLargest Smartphone manufacturer in the world Alibaba Group Holding Limited Tencent Holdings Ltd: Most valuable Chinese Company Kuaishou Technology: 100 Billion Monthly Users -Kuaishou JD.com Inc -Class A: Largest  E-Commerce Company of China Baidu Inc -Class A : 82.4% Market Share of Baidu Search ...

Saregama  on course to invest Rs 10 Bn between FY25, FY26 and FY27 As 40% of the time spent on mobile phones is on social media platforms, Influencer marketing is the way forward for all the marketers With 230+ exclusive Artist/Influencers having more than 130Mn YouTube Subscribers and Instagram followers, Saregama through Pocket Aces is all set to ride on influencer marketing growth trajectory    Investments in content grew at 62% to touch Rs 3,160 Mn, highest ever in the history of the company, well on course to invest Rs 10 Bn between FY25, FY26 and FY27 Music releases this quarter included the Hindi film Sky Force starring Akshay Kumar and Sara Ali Khan, and the romantic action-drama Dilruba by Yoodlee films; the Telugu film Court featuring Priyadarshi with the chartbuster song 'Premalo'; Tamil films Officer on Duty with Kunchacko Boban and Kingston starring G.V. Prakash Kumar; and the Kannada film Royal starring Viraat. Company released 700+ Film & Non-Film track...

  https://youtube.com/shorts/luVUGXfF9Tg?si=wOT-YnLZjBbbCva9 https://youtu.be/VI1HF2MFIr0?si=tqaF_AfaM2M0uQ8G H1 PAT: 720 Vs 616 ( 17%) Net Debt: ‐2131 ( Sitting on net cash) Strong sales channel in North & Central India  20 Regional offices across13 states working with ~4000dealers  Strong presence in 262 districts across  ~20% market width &~15% market depth Urea facilities continue to operate at optimum capacity and energy efficiency levels Major crops- Paddy, Cotton, Soybean, Sugarcane, Maize, Ground nut and pulses

https://youtube.com/shorts/b46qdF2kV20?si=Gd40xCv6o1j_yumI   EaseMyTrip  in a market that is going to grow at a CAGR of more than 14-15 percent on an annual basis for the next 10 years EaseMyTrip  wants to focus on enhancing profitability in the current fiscal year The travel-tech platform is targeting a CAGR that is double the market's expected 10-15 percent "We are in a market that is going to grow at a CAGR of more than 14-15 percent on an annual basis for the next 10 years. At  EaseMyTrip , we are striving to grow at double the pace of the market,"  EaseMyTrip  observed an increase in bookings for the upcoming Christmas week, with a year-on-year surge of 20-30 percent EaseMyTrip  , expects a "blockbuster quarter" during the festive season. The platform has observed an increase in bookings for the upcoming Christmas week, with a year-on-year surge of 20-30 percent. In a conversation with  CNBC-TV18 , Prashant Pitti, Co-founder of  EaseMyTr...