The Apocalypse - An epic disaster film of faith, released in 2007, as a giant asteroid headed for Earth triggers a series of events signalling a complete destruction of the world. Sounds familiar? Well, it certainly does, after reading the constant news flows and social media messages, over the last…
Category: India
(N)ow (B)etter & (F)itter (C)ompanies
I haven’t participated in the ‘financial’ roller coaster at all; initially because of my ignorance and later because anyone and everyone was owning some or the other financial stock and were wanting to add more to their holdings. And all of them (well, mostly) were making money. Every other private…
Telecommodification .. no respite
I would like to start this blog by referring to a post i had written way back in March 2016. Read it here: Telecommodity In that post, I had shared my thoughts on how 'brands' like Airtel and Idea would get commoditised, thanks to the grand entry made by the big…
Jiya Eco Products – Q4FY19 conference call highlights
Last week Jiya Eco Products Ltd declared their Q4FY19 results. We attended their conference call to get better clarity into the numbers. Hereunder are the notable highlights: Full year volume numbers indicate continuing traction in sales of processed agri waste (now contributes +50% to overall volumes), but some slowing of…
Jiya Eco Products Ltd. – Q3FY19 conference call highlights
We attended the conference call hosted by Jiya Eco Products Ltd (JEPL), on 18h January, to discuss their Q3FY19 results. JEPL is the only listed Indian manufacturer of bio fuels i.e., briquettes and pellets, from agri waste. With a manufacturing capacity of ~120k tpa of briquettes and pellets each, the…
Jiya Eco Products Ltd. – Facility visit note
We visited the manufacturing facility of Jiya Eco Products Ltd. (JEPL), at Navagam Bhavnagar (Gujarat), last weekend. The note attached details on the updates with regards to recent developments at JEPL w.r.t.: Recently launched product, 'processed agri-waste' Ongoing R&D activities Status of the Silos proposed to be erected at the…
My rendezvous with IKEA
A store not only offering free goods, but also offering money to customers for buying goods from them!!! Well, that’s the feeling I got when I accidentally happened to visit Ikea’s first retail store in India. This weekend, I was in Hyderabad for a couple of management meets. I am…
Jiya Eco Products Ltd. – Q1FY19 conference call highlights
We attended the conference call hosted by Jiya Eco Products Ltd (JEPL), on 10th August, to discuss their Q1FY19 results. JEPL is the only listed Indian manufacturer of bio fuels i.e., briquettes and pellets, from agri waste. With a manufacturing capacity of ~80k tpa of briquettes and pellets each, the…
Rushil Decor – Management meet notes
We recently met with the management of Rushil Décor Ltd. (RDL) to understand the business better and its future prospects. While detailed notes are in the attached file Rushil Decor - Mgmt meet notes, hereunder is our takeaway from the meet: We like the home improvement space. It has all the…
Arihant Superstructures Ltd. – Q1FY19 conference call takeaways
We attended the conference call hosted by Arihant Superstructures Ltd (ASL), on 14th August, to discuss their Q1FY19 results. Arihant Superstructures Ltd., is one of the renowned affordable housing real estate developer, with significant presence in Navi Mumbai Metropolitan Region (NMMR) & Jodhpur. While you may want to refer to…