I discovered this company after reading an article in May 2022 (see link below). Signpost signed a definitive Memorandum of Understanding (MoU) to merge with the listed entity, Pressman Advertising Ltd. Since May 2022, several more companies have been listed on the bourse, indicating a clear upward trend in the advertising agency sector. According to my research, in the past two years, six new advertising companies have listed themselves on the bourses (BSE, NSE, and SME). indiainfoline.com Shripad Ashtekar, Founder & Managing Director, Signpost India Ltd We pioneered the concept of ‘hyper ..read more

Protean eGOV Technologies Limited (PETL), was incorporated in December 1995 and was previously known as NSDL e-Governance Infrastructure Ltd. The company is engaged in the business of developing citizen-centric and population-scale e-governance solutions for more than 2 decades. It has developed & implemented some of the most crucial technological infrastructure in India. The major service offerings include PAN (Permanent Account Number) issuance, CRA (Central record-keeping agency) for NPS (National Pension System) and APY (Atal Pension Yojana), e-KYC (Know Your Customer), e-Sign, Aadhar ..read more

Spectrum Talent Management- Proxy to Indian Economy Growth ? . Company Overview Business Model: Spectrum Talent Management Limited (STML) operates in the staffing and recruitment industry, offering services such as general staffing, IT staff augmentation, Recruitment Process Outsourcing (RPO), and apprenticeship solutions​​. Global Presence: With operations across several countries, the company leverages global and Indian talent cost arbitrage, especially in IT and US staffing​​ Good Promoters: First Gen promoters, friends from college, doing this same business for 10+ years 2. Financial P ..read more

Founded in 1999, Gopal Snacks is an FMCG company dealing in ethnic snacks, western snacks, and other products. KEY POINTS [ edit ] Product Portfolio [1] The company offers a wide variety of savory products under its brand ‘Gopal’, including ethnic snacks such as namkeen and gathiya; western snacks such as wafers, extruded snacks, and snack pellets; and fast-moving consumer goods including papad, spices, gram flour or besan, noodles, rusk, and soan papdi. Market Share [2] In FY23, the company has a 20% market share in ethnic savories, 8% in western snacks, and 6% in the papad industry within Gu ..read more

Osio Hyper Retail Ltd A retail chain incorporated in Gujrat but now expand its business to Uttar Pradesh. Demand Drivers Growth in Revenue The company revenue is compounding with the CAGR of 34% over the last five years. The Current Revenue for the year is 1019 Cr. Its Close competitor Spencers Retail at the same time its Revenue at the CAGR of 2.9% Profitable The company is profitable with the operating profit margin of 6% and the Return on capital employed is at around 15.10%. Store Network The company has the retail space of 7 Lakh Sq. feet, with the store count of 37 stores. Its pe ..read more

Meson Valves : ‘Make in India’ player A quick Google search : ‘Ship valve manufacturer in world’ Meson’s name comes 4th ( sometimes 6th) but, always features in the first page. During the defence expo 2024 in Pune, I happened to meet Mr. Kishor Makvan, Executive Director handling operations at Meson valves. I was surprised to find the Naval chief Mr. R Hari Kumar having a 20min. discussion on the second day of the expo. I waited for the chief to go and then had a word with Kishorji. Since I hail from an instrumentation background and having worked with a refinery two decades back I discussed ..read more

Overview Welspun Specialty Solutions is engaged in the business of manufacturing alloy, stainless steel & its products such as Seamless Tubes & Rolled Products and hence the entire turnover is from alloy and SS steel & its products. Change in product mix: Prior to FY21, Co. was into the carbon steel and alloy business, such as manufacturing alloy-based ingots, blooms, Rolled Bar, Bright Bar and other such products. Post FY21, Co. has moved to a stainless steel product mix. In December 2021, Co. started manufacturing SS long products and SS seamless pipes and tubes. Co. restarted it ..read more

Introduction SPL has been engaged in real estate development for over two decades, mainly focused on the mid-market and affordable housing categories.It is a part of the Shriram group that has four decades of experience in retail financial services and various other industries During FY23, they completed seven projects, three residential and four plotted, with a total saleable area of 3.8 million square feet and handed over more than 2,000 units/plots For the nine-months ended Dec’23, overall volumes stood at 3.03 million square feet, up 12% year-on-year. Sales value at around Rs.1,654 crores ..read more

Business Details: About company: Oriana Power is a company that specialises in providing solar energy solutions to industrial and commercial customers. Services & products: We offer low carbon energy solutions by installing on-site solar projects such as rooftop and ground-mounted systems, as well as off-site solar farms i.e. Open access. Business Model: Our business operations are primarily divided into two segments: Capital Expenditure (CAPEX) and Renewable Energy Service Company (RESCO). Capex Model: Under the CAPEX model, we offer Engineering, Procurement, construction, and o ..read more

Bharti Hexacom Limited The Issue: • GOI will sell 7.5cr shares (representing 15% of total share capital) at Rs570/share in IPO. • Issue size: 4,275cr Shareholding post IPO: • Bharti Airtel Limited: 70% • GOI: 15% • Public: 15% Valuation: • IPO price: 570 • Market Cap at IPO: 28,500cr • Net Debt: 7,500cr (F24 end) • EV: 36,000cr • EBIDTA (F24): ~3,600cr; EV/EBIDTA: ~10x About Bharti Hexacom Limited: • BHL is a communications solutions provider offering consumer mobile services, fixed-line telephone and broadband services to customers in the Rajasthan and the North East telecommunication circles ..read more