Author: JST Investments

JST Investments is a Mumbai-based investment firm that believes in long-term wealth creation. It's a brainchild of Aditya Kondawar, Aditya Shah, and Anish Moonka.

Equitas Small Finance Bank IPO – Should You Subscribe?

Reading Time: 6 minutes Source link | Twitter Profile | JST Investments Website Incorporated in 1993, Chennai-based Equitas Small Finance Bank Ltd (ESFBL) was the largest small finance bank in India in Fiscal 2019 considering banking outlets and the 2nd largest small finance bank considering assets under management and total deposits. It is primarily engaged in providing small business loans, microfinance, […]

Is Shilpa Medicare a Cancer Giant – Important Notes from 2020 Annual Report

Reading Time: 4 minutes Written By: JST Investments Source link | Twitter Profile | JST Investments Website Source: Stockinforce Important Takeaways from Shilpa Medicare 2020 AR Amongst the leading APIs and Formulations manufacturers with strong capabilities in the therapeutic area of oncology and non-oncology. Supplies 30+ oncology APIs to the USA, Europe, Japan, etc (10yrs+ experience in regulated markets). Aims to commercialize […]

Nestle India – 2020 Annual Report Important Takeaways!

Reading Time: 7 minutes Source link | Twitter Profile | JST Investments Website Nestle India Q1FY21 Results Nestle India Q1FY21 Shareholding Pattern Shareholding change of the biggest FMCG majors by market cap Hindustan UnileverMaricoNestle IndiaITC.#Q1FY21 — JST Investments (@JstInvestments) July 28, 2020 Nestle India Fun Facts Some interesting facts about Nestle India – 55% profit from infant milk powder […]

ITC Limited – 2020 Annual Report Important Takeaways!

Reading Time: 8 minutes Source link | Twitter Profile | JST Investments Website ITC Limited Q1FY21 Results ITC Limited Q1FY21 Shareholding Pattern Shareholding change QoQ of the street’s Cigarette stories. ITCVST industriesGodfrey Phillips Retail’s approval for ITC continues. In addition to brightstar, Mr Damani also holds 4.97% stake in individual capacity as of June 2020.#Q1FY21withJST — JST […]

Britannia Industries Annual Report 2020 Key Takeaways!

Reading Time: 7 minutes Source link | Twitter Profile Britannia Industries Q1FY21 Report Card Britannia results: Strong 🍪 Revenues up 26% & profits by 117% YoY🍪 Slight jump in raw material prices, brought cost efficiencies to counter🍪 Employee costs up 13% QoQ (positive rarity in a pandemic)#Q1FY21withJST — JST Investments (@JstInvestments) July 17, 2020 Fun Facts Britannia Bread is […]

Kotak Mahindra Bank Story – From its origins to its excellent underwriting! Everything explained!

Reading Time: 9 minutes Source link | Twitter Profile Let’s be honest, Banking Sector has faced a lot of negative coverage in recent months. From a co-operative bank lending almost all of its capital to a single builder to a good-sized private bank running out of capital. Be as it may, the Banking sector will never go out of fashion […]

Flavor and Fragrance Sector Analysis: Everything You Need to Know About This Sector!

Reading Time: 10 minutes Overview Let’s delve deeper into flavor and fragrance sector analysis. Flavors & Fragrances are an important part of all FMCG products. Despite constituting less than 1% of a product’s volume and under 10% of its total cost of production, fragrances are instrumental in creating a distinct product association with the consumers. Chances are high that […]

Detailed Analysis of FMCG Sector – Everything you need to know about this sector!

Reading Time: 43 minutes Source Link  Hi Readers, First of all, a very good morning to you all, it’s been a few months since I wrote. Excited to read the detailed analysis of FMCG sector? Without further delay, let’s proceed. 4G, ParleG and FMCG, life is incomplete without these things! What is FMCG exactly? FMCG stands for Fast-moving consumer […]

Hindustan Unilever HUL Analysis – 2020 Annual Report Takeaways!

Reading Time: 5 minutes Let’s dig deeper into Hindustan Unilevel, HUL Analysis. About HUL Each of their divisions – Home Care,  Beauty & Personal Care, Foods, and Refreshment – include a portfolio of brands that serve consumers across the length and breadth of India. With more than 44 brands across 14 distinct categories including Fabric Solutions, Home and Hygiene, […]

Strides Pharma Analysis: 2020 Annual Report Takeaways

Reading Time: 4 minutes Business Overview: Let’s dig deeper into Strides Pharma Analysis of 2020 Annual Report. Business Model: Develop and market niche generic formulations across several dosage formats | 124 ANDAs filed (38 pending approval)  Among the world’s leading soft gelatin capsule manufacturers. Debt Repaid during the year: 1374crs | Total debt: 1020crs Weak operating cash flow: 35- […]

Indigo Airlines 2020 Annual Report Summary and Key Takeaways!

Reading Time: 11 minutes Before we delve deeper into Indigo Airlines 2020 Annual report summary and key takeaways, here is its Q1FY21 performance report card! Here are some fun Facts on Indigo! The birth of Indigo. @IndiGo6E Source – The Indigo Story — Aditya Kondawar (@adi2five) August 28, 2019 CEO Message “We deeply appreciate the support […]

Tata Consumer Products 2020 Annual Report Takeaways!

Reading Time: 12 minutes Tata Consumer Products Q1FY21 Report Card Tata Consumer – ‘Sampann’ Numbers (Good Results) 🥘Revenue up 13% (11% in constant currency), EBITDA 54% and PAT 82% 🍲F&B products demand for in home consumption was buoyant 🥫Out of home consumption products demand was adversely impacted🍢All segments clock growth.#Q1FY21 — JST Investments (@JstInvestments) August 4, 2020 Fun […]

Parag Parikh – JST Investments

Reading Time: 2 minutes In recent times a fairly lesser talked about AMC – Parag Parikh (PPFAS) has done phenomenally well with its Long term equity fund. What makes the fund tick amongst investors? Let us dig deeper into its portfolio picks and the mindset of the fund manager A Unique fund with International Equity exposure:- It is a […]

Jyothy Laboratories 2020 Annual Report Takeaways!

Reading Time: 13 minutes Jyothy Labs Q1FY21 results – Jyothy Labs – Good Result 🧴Revenue up 2%, EBITDA up 24% and Net profit up 40% (YoY)🛒FMCG sales up 4.1% | Volume up 6.1%🧥Fabric Care Sales declined 23.8%🧼 Dishwashing sales increased 16.6% 🦟Household Insecticides sales increased by 151%. 👩‍⚕️Personal Care flat #Q1FY21 — JST Investments (@JstInvestments) August 5, 2020 […]

Bajaj Consumer Products 2020 Annual Report Takeaways!

Reading Time: 13 minutes Bajaj Consumer Care Q1FY21 report card – Bajaj Consumer results: Good ⚱️ Hair oil was considered as non essential in lockdown even then⚱️ Sales just down by 17% YoY, flat margins (compare with Marico, Dabur)⚱️ Rural India & E-commerce grew⚱️ Gained market share⚱️ Distribution outlets decreased#Q1FY21withJST — JST Investments (@JstInvestments) July 16, 2020 Q1FY21 […]

Dabur India Annual Report Summary 2020 and Key Takeaways!

Reading Time: 13 minutes Dabur at a glance Geographical Presence and Market leadership Revenue and Geography breakup About Dabur Dabur touches millions of lives every day. Built on a legacy of quality and experience of over 136 years, Dabur India Limited is the world’s largest Ayurvedic and Natural Health Care Company with a portfolio of over 250 Herbal/Ayurvedic products. […]

Godrej Consumer Products: 2020 Annual Report Key Takeaways!

Reading Time: 12 minutes Fun Facts Godrej Industries was started by Ardeshir Godrej. He was an unsuccessful lawyer, later he started manufacturing surgical equipments, but failed. He worked as an assistant as well in the pharmacy store but left that too. One day he read a newspaper article by the police commissioner of Mumbai who called for better security […]

Marico 2020 Annual Report Takeaways! Everything you need to know!

Reading Time: 12 minutes Before we delve deeper into Marico Annual report takeaways, here is its Q1FY21 performance report card! Marico results: stable 🌻 Rev down 12% & PAT up 23% 🌻 Strong margins mainly due to lower Ad spends (down 82crs YoY) 🌻 International segment resilient in sales & margins.#Q1FY21 — JST Investments (@JstInvestments) July 27, 2020 […]

Pidilite Industries Annual Report 2020 Summary and Takeaways! Everything Covered!

Reading Time: 5 minutes Before we delve deeper into the Pidilite Industries Annual report 2020 summary and key takeaways, here is the Q1FY21 report card – Pidilite Results – ‘Fevicol ka Jod’ breaks , washout results 👨‍🏭Revenue down 56%, EBITDA 82% and PAT 95% (YoY) 👨‍🏭Employee benefit expenses jump to 24% of revenue from 14% (All its 5742 employees […]

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