Stocks To Study
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Healthcare Products Distributor
Entero Healthcare Solutions Limited is a leading distributor of healthcare products in India.
Leading Healthcare Product Distributor
Entero Healthcare Solutions ranks among the top three healthcare distributors in India by revenue. The company achieved the fastest operational scale-up among healthcare product distributors in India between FY19 and FY22.
Clients
During the fiscal years 2021, 2022, and 2023, Entero served over 39,500, 64,200, and 81,400 retail customers, respectively. Additionally, they catered to over 1,600, 2,500, and 3,400 hospital customers during the same period.
Product Suppliers
Entero has established relationships with over 1,900 healthcare product manufacturers, providing access to more than 64,500 SKUs as of March 31, 2023.
Geographical Presence
The company operates 73 warehouses in 37 cities across 19 states and union territories. Its customer base includes over 81,400 pharmacies and 3,400 hospitals in 495 districts as of FY23.
Online B2B Platform
Entero has developed a proprietary technology platform, Entero Direct, which facilitates seamless business transactions for its B2B customers. This platform offers real-time visibility of product range, pricing, inventory levels, order status, outstanding balances, and promotional offers. As of September 2023, Entero Direct had over 7,700 active users, with sales reaching ₹257 crore in the six months ended September 30, 2023.
Acquisitions
Since its inception in FY18, Entero has acquired 34 entities in the healthcare products distribution industry, enhancing its geographical reach and increasing its market share.
Risk he toh; Isq he
Womancart Ltd specializes in women’s clothing, jewelry, makeup, and accessories. It operates as a digital consumer-centric retail platform offering a wide range of beauty and wellness products for both men and women, including skincare, body care, hair care, and fragrance. The company also features lifestyle brands such as makeup, imitation jewelry, and lingerie, and runs brick-and-mortar stores for direct customer interaction.
Distribution Channels
Online: Through its website and marketplaces like Amazon, Flipkart, Meesho, and Dhani.
Offline: Via Womancart Stores and Womancart LUXE Stores.
Brand Portfolio
Sayda Jewels: Specializes in artificial jewelry.
Faeezah: Offers designed dresses and loungewear.
Feya: Provides affordable hair accessories and western wear.
Wondercurve: Features a wide range of lingerie.
Blluex: Offers kitchen essentials.
Omnichannel Model
The company has five stores in Delhi NCR, including premium Womancart LUXE stores and standard Womancart stores.
OEM Brands
Includes L’Oreal, Colorbar, Sugar, Maybelline, Ponds, Olay, Yardley, Lakme, Gillette, Pampers, Nivea, and more.
Agreement
On July 30, 2024, Womancart entered into an agreement with Francorp Advisors to provide franchising solutions and procure franchisees for new stores nationwide, including Delhi NCR.
Future Outlook
Launching superfast delivery in Chandigarh, with plans for nationwide expansion.
Expanding presence beyond Delhi in the next 1-2 years.
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Proxy To Auto Theme
CarTrade Tech Ltd is a comprehensive multi-channel auto platform with a broad presence across various vehicle types and value-added services. The company operates several well-known brands, including CarWale, CarTrade, Shriram Automall, BikeWale, CarTradeExchange, Adroit Auto, and AutoBiz. These platforms facilitate seamless transactions for new and used automobile customers, vehicle dealers, OEMs, and other businesses, offering a range of solutions for buying, selling, marketing, financing, and more.
Multi-Channel Auto Platform
Consumer Group: CarTrade Tech provides online platforms for customers, dealers, and OEMs to effortlessly buy and sell new and used vehicles. These platforms are powered by advanced ERP and CRM solutions and include brands like CarWale, BikeWale, and CarTrade.
Remarketing Group: This group offers an online-offline auction platform utilized by consumers, business sellers, dealers, and fleet owners. Key brands in this segment are Shriram Automall, CarTradeExchange, and Adroit Auto.
OLX India: Operating as an online classifieds platform, OLX India covers 12 categories, including autos, real estate, mobiles/electronics, and furniture. However, in October 2023, the company ceased its C2B auto transaction operations.
Bullish on Food Parks?
Snowman Logistics specializes in temperature-controlled logistics, offering storage, road transportation, and distribution services for products that require a controlled environment.
Change in Business Model
Following its acquisition by Gateway Distriparks Ltd in 2016, Snowman Logistics shifted its focus from the low-margin food division to temperature-controlled warehousing. The company also transitioned from leasing vehicles to owning them, resulting in improved profit margins.
Warehousing Capacity
Snowman Logistics operates 45 temperature-controlled warehouses across 17 cities, strategically located near major ports and key consumption areas in India, with a total capacity of 136,000 pallets.
Transportation Facilities
As of the first half of FY24, the company has a fleet of over 600 vehicles, including 103 dedicated vehicles, approximately 200 vehicles available on a need basis, and 300 owned vehicles.
This refined business model and expanded infrastructure underscore Snowman Logistics’ commitment to efficient and reliable temperature-controlled logistics solutions.
Hotel Stock Showing Strength
Apeejay Surrendra Park Hotels Limited is all about hospitality. They’ve got a bunch of cool brands under their belt:
- “THE PARK”: This one’s all about luxury vibes. Think boutique hotels with killer design, style, and top-notch service. Each hotel is like a unique experience.
- “THE PARK Collection”: Smaller luxury properties at fancy travel destinations. It’s like the VIP section of hotels.
- “Zone by The Park”: This brand is for the savvy folks who want quality without breaking the bank. Upper midscale, baby!
- “Zone Connect by The Park”: Kind of like the cool cousin of “Zone by The Park.” Same spirit, same design philosophy.
- “Stop by Zone”: Economy motels for those who just need a comfy bed and a place to crash.
They’ve got 30 hotels all over India, from Kolkata to Jammu. And guess what? They’re also into food! Flurys, their food and beverage retail chain, rocks 73 outlets. You’ll find their restaurants with names like Zen, Lotus, Aish, Saffron, Fire, Italia, and more.
Primary Base Breakout: Bullish
Chatha Foods Limited (CFL) is all about frozen goodies. They whip up chicken appetizers, meat patties, sausages, and more. 🍗🥟 They’ve got three business flavors:
- Concept Manufacturing: Think custom-made recipes and turnkey solutions. They’re like the foodie version of a personal stylist! 👩🍳
- Concept Sharing Manufacturing: Here, customers team up with CFL to cook up their own special dishes. It’s like a culinary brainstorming session! 🧠🍽️
- Own Brands: CFL slings their tasty treats to mid-segment QSRs (Quick Serving Restaurants). They’ve got a network of 29 distributors covering 32 cities across India. That’s a whole lot of deliciousness! 🌆🌯 So next time you’re munching on a chicken patty, remember: Chatha Foods is the flavor master behind the scenes!
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Bio-Tech Company Entering Stage II
Founded in 2003, Rossari Biotech is one of India’s leading manufacturers of textile specialty chemicals. The company operates across three main product categories:
Home, Personal Care, and Performance Chemicals (HPPC)
Textile Specialty Chemicals (TSC)
Animal Health and Nutrition (AHN)
Research and Development
Rossari Biotech boasts two R&D facilities: one at their Silvassa manufacturing site and another research lab at IIT Bombay.
Company Overview
Rossari Biotech is a specialty chemicals manufacturer providing solutions across various sectors, including Home, Personal Care, and Performance Chemicals (HPPC), Textile Specialty Chemicals (TSC), and Animal Health and Nutrition (AHN). The company offers over 4,220 products, serving a wide range of applications in FMCG, home care, industrial cleaning, personal care, textiles, performance chemicals, animal health and nutrition, and pet care.
Dark Horse From API.
Innova Captab Ltd, incorporated in January 2005, is an integrated pharmaceutical company in India. The company operates across the pharmaceutical value chain, manufacturing intermediates, APIs, and formulations. It also offers contract manufacturing services for pharmaceutical products.
Business Segments:
(i) Their CDMO (73% of FY23 revenue) services and products include large-scale manufacturing of generic products. Their comprehensive CDMO formulation capabilities allow them to offer to their customers multiple dosage forms, including oral solids, oral liquids, dry syrups, and injectables.
ii) Domestic branded generics business(18% of FY23 revenue)
Co manufactures a diverse product portfolio of 600+ products and market them under its brands in India through a network of 5,000 distributors and stockists and 150,000 retail pharmacies.
(iii) International branded generics business **(9% of FY23 revenue)
Co. exported branded generic products to 20 countries in FY23. As of October 31, 2023, they have 200 active product registrations (with 20 registrations under renewal) with international authorities and 218 fresh registration applications in process with international authorities.
Future: Huge capex done and waiting for the operating leverage to kick in. Technical patterns looks interesting and it feels like biggies are accumulating stock very slowly which is reflecting in the number of share holders data also.
Looks like a Multibagger story if macros support
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Affordable Housing An Emerging Theme
India Shelter Finance Corporation Limited, founded in 1998, is all about housing finance. They help folks buy homes or build their own by offering home loans. Plus, they’re into loans against property (LAP). Their main customers? First-time home loan takers in Tier II and Tier III cities.
Technicals and Fundamentals of the company looks really interesting. A kind accumulation pattern is forming and stock currently towards the breakout point of it. Number of share shoulders have drastically decreased this quarter when compared to last.
PM Aavas Yogana like government schemes provides a positive macro economic push towards companies in this sector. As India Shelter is one the largest player in this segment, it will be a huge beneficiary.
Besides this macro tailwinds interest rate cuts will also directly benefit this company. They also did a decent capex. When all these factors come into effect we can see a good sales growth and margin expansions.
Stock is currently fairly valued, certainly not undervalued but either overvalued. So if this bull run continues there is a high chance that will get re-writed to much higher valuations.
Long Term Compounding Story
Shalby Ltd is all about healthcare in India. They run a bunch of fancy hospitals across the country. Basically, they provide top-notch medical services to patients in areas like orthopedics, heart health, brain stuff, cancer treatment, and kidney transplants.
Shalby Ltd runs 14 hospitals in India with over 2,000 beds. They also own 60 outpatient clinics across 16 states in India and 5 clinics in African countries. The company has two upcoming facilities in Maharashtra with a combined capacity of 321 beds.
They’ve introduced an asset-light franchise model called Shalby Orthopedics Centre Of Excellence (SOCE). It comes in two flavors: Franchise owned Shalby Operated (FOSO) and Franchise owned Shalby Managed (FOSM). As of FY23, they’ve operationalized 4 franchise units and have an MOU for another one in Rajkot. Their goal? To have 50+ SOCEs across India by FY26-27. 🏥
Shalby has conducted a total of over 1,48,000 joint replacement surgeries as of FY23 and an average of 10,000–12,000 surgeries per year. The co. has a market share of ~15% in the arthroplasty segment in India.
In FY22, the co. acquired implant assets in the form of plant, property and equipment, inventory, and patents from Consensus Orthopedics From this acquisition, the co. has achieved backward integration and diversification from its Arthroplasty business.
The co. is focusing not only on metro cities but penetrating deeper into Tier 2 & Tier 3 cities. It is focused on increasing operating efficiency and profitability through strategic real estate usage, unique building design, optimum utilization of floor space, and centralized large-scale medical device and consumable procurement
Disclaimer: I am not a financial advisor, and the information provided in this video is for educational and entertainment purposes only. Always do your own research and consult with a qualified professional before making any investment decisions. Investing in the stock market and other financial instruments involves risks, and there are no guarantees of profit. My views and opinions expressed in this video are personal and should not be considered as financial advice. Please be aware of your own risk tolerance and financial situation before making any investment. I do not endorse or promote any specific stocks or investment strategies. Any investments you make are at your own risk.