Number of government employees per 1000 population India ~17 China ~55 USA ~ 77 Scandanavia ~150 Contrary to popular belief, India might not be as "government-heavy" as perceived Source: Karthik Muralidharan

During the Reliance Industries Annual General Meeting (AGM), there were several key insights. A🧵 Across its various business segments, Reliance reported ₹9.3 lakh crore in sales and ₹77,000 crore in profits over the past year. Given its size and extensive presence, any change

We received a submission for Shree Karni Fabcom Microcap proxy for Safari industries, VIP, Brand Concept They provide high quality speciality fabric to luggage makers

Individual states in India are by themselves HUGE markets now. Might be something for investors to keep in mind while studying companies which are focussed on a few locations. GDP per state Maharashta $420B - Same as India's GDP in 1999! TN, Gujarat, UP, Karnataka GDP each in

Narayana Hrudayalaya - One third of their assets are in the Cayman Islands

Neuland has become a negative debt company Thats something for investors for investors to make a note of , other than just share price increase of ~3.5X in the last twelve months!

When the world went bonkers on B2B capex + working capital heavy API/CRAMS businesses, the true marketing cos have made a strong comeback. On a 3-year basis, distinction is crazy! Source: Tijori

#BajajAuto is one mega cap which became 3.5X for us for reason obvious in the exhibit (Src: Tijori ) We covered this on Sadhan 8 months back explaining their plans and buyback youtu.be/0FjnqqXvGTI

Latest LPG import data for July, HUGE spike Will benefit companies like Aegis

Random Stat India's monthly spend on its SIP's beat India's monthly spend on medicines only a few months back - March 2024 Until then, Indians were spending more on pharmaceuticals every month than financial peace of mind😊

EMS Companies in the under penetrated air conditioner space Most are guiding for revenue CAGR of > 30% over the next five years PG Electroplast ~ 16444 Crs Amber Enterprises ~14943 Crs MCAP EPACK Durable ~3078 Crs VOEPL ~730 Crs

HDFC Bank and Kotak are in a league of their own when it comes to productivity per branch Axis bank is surprisingly low Sales per Branch Kotak ~48 Crs HDFC Bank ~46 Crs IDFC First ~38 Crs ICICI Bank ~36 Crs Axis Bank ~28 Crs SBI ~26 Crs Canara Bank ~12 Crs

Small update - Quarterly Balance Sheets are now available for banking companies on Tijori!

RIR Power Electronics Promoter has been continuously selling in the open market for last ten days

One astounding fact about Sun Pharma Cash and Cash equivalents the company has is nearly as much as the value of its plants and machinery! Shows what a huge cash generating machine it is

Lot of attention is paid to policy in renewables, defence and railways - one ignored initiative is usage of biomass in thermal power plants All coal fired power plants to substitute 5% of coal usage with biomass by 2025, 7% by 2026 Demand supply gap is huge Demand ~1 Lac