Companies in Waste Water Management and their market cap

1. Ion Exchange ~6840 Crs
2. VA Tech Wabag ~6000 Crs
3. EMS Ltd ~2500 Crs
4. Jash Eng ~2300 Crs
5. De Nora ~1000 Crs
6. Felix Industries ~500 Crs

Companies in Waste Water Management and their market cap

1. Ion Exchange ~6840 Crs
2. VA Tech Wabag ~6000 Crs
3. EMS Ltd ~2500 Crs
4. Jash Eng ~2300 Crs
5. De Nora ~1000 Crs
6. Felix Industries ~500 Crs

Electricity Shortage In India by year

2001 ~11.8%
2015 ~3.2%
2021 ~0.4%
2022 ~1.2%

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Infrastructure - Of all the companies in the sector , here is the subset which have consitently high ROCE

Have filtered on ROCE consistently > 18%, which is rare for this space. We found 16 companies

Biocon has made more investment in plants and machinery than Sun Pharma

But Market cap of Biocon is not even 1/10th of Sun Pharma

Net Block
Biocon ~34634 Crs,
Sun Pharma ~ 27892 Crs

Market Cap
Biocon 33,568 Crs,
Sun Pharma 3,56,001 Crs

Biocon has made more investment in plants and machinery than Sun Pharma

But Market cap of Biocon is not even 1/10th of Sun Pharma

Net Block
Biocon ~34634 Crs,
Sun Pharma ~ 27892 Crs

Market Cap
Biocon 33,568 Crs,
Sun Pharma 3,56,001 Crs

Ami Organics

Ashish Kacholia has decreased his holdings in the company

In the power sector capex theme, we looked for companies across

Generation
Transmission and Distribution
Cables & Wires

AND

Consistently high ROCE > 20%

We found only 14 companies

Companies which get a decent chunk of revenue from transformers.

Transformers will get a sizeable amount from India's infra budget

Company name and mcap

Voltamp tranformers ~9843 Crs
Transformers & Rectifiers ~8153 Crs
Shilchar Technologies ~3901 Crs
Bharat Bijlee ~3613 Crs…

Companies which get a decent chunk of revenue from transformers.

Transformers will get a sizeable amount from India's infra budget

Company name and mcap

Voltamp tranformers ~9843 Crs
Transformers & Rectifiers ~8153 Crs
Shilchar Technologies ~3901 Crs
Bharat Bijlee ~3613 Crs…

Total spend by government on infra in the next five years will be appx $750B

This is more than how much has been spent on infra in India in the last 77 years cumulatively

Might be too big a theme to ignore

Source: Abakkus

Total spend by government on infra in the next five years will be appx $750B

This is more than how much has been spent on infra in India in the last 77 years cumulatively

Might be too big a theme to ignore

Source: Abakkus

Commercial Real Estate has a huge runway to grow

Whole of India has ~800 million square feet of Grade A office

But, just Manhattan in New York has ~700 million square feet of similar quality office space

Commercial Real Estate has a huge runway to grow

Whole of India has ~800 million square feet of Grade A office

But, just Manhattan in New York has ~700 million square feet of similar quality office space

Just realized - DMart started producing positive free cash flow only in 2023

Came as a suprise to us!

PhonePe has ~50% marketshare in UPI. But exactly how big is that ?

PhonePe is now of similar size to PayPal and Amex All are at ~$1500B payment volumes per year. And is only a matter of time before it overtakes them.

Next competitor to overtake is Mastercard, which is currently…

If you do fund flow analysis of Entero, biggest source of funds are short term borrowings. In fact interest expenses are greater than operating profit.

Also, most of the funds have been converted to receivables

Investors should keep in mind these risks