Asheesh Gupta (@asheesh_ops) header
Asheesh Gupta (@asheesh_ops) profile picture
Joined December 2021
Photo by Asheesh Gupta (@asheesh_ops)Photo by Asheesh Gupta (@asheesh_ops)Photo by Asheesh Gupta (@asheesh_ops)Photo by Asheesh Gupta (@asheesh_ops)Photo by Asheesh Gupta (@asheesh_ops)Photo by Asheesh Gupta (@asheesh_ops)Photo by Asheesh Gupta (@asheesh_ops)Photo by Asheesh Gupta (@asheesh_ops)Photo by Asheesh Gupta (@asheesh_ops)Photo by Asheesh Gupta (@asheesh_ops)
Replying to @ias_summit
@ias_summit @suru27 #2020IAS Sangam india ltd 344 cr in yarn capex opertional by Q1 Fy26 160cr in synthetic fibric capex Revenue to hrow 2.6kcr to 4k cr by 2026
1
1
81
Cyclic and commoditized sector Tax liability of 400cr
23
Replying to @ias_summit
@ias_summit @itsTarH #2020IAS Interach Building Products (PEB) LIMITED TO 50M HEIGHT Large Clients prefers Pre Engineered Ability to scale fast Warehouse, data centers, solar module plants are mostly pre engineered buildings 60% Market Unorganized Growing 10-11%
1
1
128
Expansion In Andhra Pradesh High Assest Turnover ratio High Roce Steel Is the Only Raw Material used Strategic Partnership with Jindal Steel 60% PAT comes into the H2
31
Replying to @ias_summit
@ias_summit @kanodiaankit12 #2020IAS Apcotex Leading producer of synthetic rubber, acrylic latex and synthetic latex Raw materials :- crude oil or natural gas Diversified Client base and industry B2C product ApcoBuild Gross Margin 30-35% EBITA Margin on a rise 15%
1
1
2
317
Receipe of Success :- High Roce Reducing Concentration List EBITA Margin Improvement Risks :- Investment Risks Procurement Risks Buisness Concentration Risk
21
Replying to @ias_summit
@ias_summit @ValueEducator #2020IAS khazanchi jwellers B2B Player 90% B2C 10% Plain Jwellery 70% Opening of a New Store 10ksq ft in chennai region opertion around May 2025 ROCE above 20% Low Debt to Equity 30-35% reveneue for next 3-5 yr looking into silver & diamond
2
2
4
2,591
Risks :- Geographic Concentration Inventory Risk will increase due to B2C Dependency on artisans
60
Replying to @ias_summit
@ias_summit @Shubham_TLI #2020IAS Shanlara Building Products Leading Organized Retailers Non steel Portfolio is 50+ CAGR last 3 years Strategic Partnership with Apl Apollo Region Expansion Store Expansion 20-25% CAGR with 3% Margins Demerger with NCLT
1
23
Risks :- Demerger Issues Steel Prices issue Monsoons Working Capital Challenges
26
Replying to @persistencecap
@persistencecap @ias_summit #2020IAS Business To generate 1000+ cr of annual operating cash flow TTM PE IS trading at a fair valuation 20%+ annual EPS growth 25%+ ROE for next 5 years
1
21
Narayana Hrudulaya company Name
13
Asheesh Gupta retweeted
With Rs. 125+ Cr of wealth, @SuneilVShetty has not only amassed fans' love but also a lot of wealth from his astute investments🔥 #Anna owns many successful businesses & has invested in many startups. Do check out his financial muscle!💸 Source: MoneyMint, QNR, CA Knowledge etc
828
2,215
78
50,047
29,947,361
People are comparing the Tata group with Adani, saying that Tata's have more debt. So why is it that Adani's are being targeted? This is a rhetoric that is increasingly being played out. Important for common citizens like us to understand the reality. [A thread...]
151
412
35
3,256
398,716
Bhangarh | bhangarh fort | bhangarh ka kila | Haunted relivetravelling.in/bhangarh…
Pattadakal Temple | Karnataka Pattadakal Temple Significance relivetravelling.in/pattadak…
2
Asheesh Gupta retweeted
आप सभी को विश्वकर्मा पूजा की बहुत बहुत बधाई और हार्दिक शुभकामनाएँ।🙏
214
1,047
12
15,329
Auli Hill Station | Top Exciting Things To Do In Auli 2022 relivetravelling.in/auli-hil…
1
Andheri Mumbai | Top Places To Visit In Andheri relivetravelling.in/andheri-…
वृन्दावनेश्वरी राधा कृष्णो वृन्दावनेश्वरः। जीवनेन धने नित्यं राधाकृष्णगतिर्मम 🙏🙏 . . श्रीराधारानी वृन्दावन की स्वामिनी हैं और भगवान श्रीकृष्ण वृन्दावन के स्वामी हैं, इसलिये मेरे जीवन का प्रत्येक-क्षण श्रीराधा-कृष्ण के आश्रय में व्यतीत हो।🙏🙏 #RadhaAshtami2022
1
श्री राधा मान बिहारी लाल जी 💛🙏
46
194
4
2,987
Asheesh Gupta retweeted
Today’s Stock Market News - 01/09/2022! Plz do retweet for max reach🙏🏻🙏🏻🙏🏻
16
163
2
1,053