Next sector in line
Q1.Telcom sector ? ( I hear some quant funds are loading telecom hardware, telecom software, telecom infra)
Q2. What is the usual time frame by when the hot sector is known to investors ?
Q3. Which are the Big funds/ Big guys to follow, to learn about the sector in the favour ?

any views ?

I am new to platform and little experience.I don’t ask you any questions.If you don’t like my question just ignore it. ,just keep your mouth shut. No body tell you to give answer.If you problem with me message me personally, don’t post publically.

(post deleted by author)

Sharing some observations and your opinion on this may differ. I am not stating my opinion on the same.
Source: Concall FY 23

Source: Concall FY 23

Source AR 23

Source DRHP

Who owns bluesky infotech?
you can check annual report on their website. Here is the link: https://shorturl.at/grDP8

Are you able to connect the dots?

Disclosure: Not invested

Notes from Q1 FY24 Earnings Conference Call Transcript

India is already the 4th largest producer of Agchem, and now No. 2 in the world

Still Growing:
Given a target of between 18% to 20% revenue growth in the
current fiscal year

PI overall year-on-year basis during Q1,

• a 24% revenue growth and
• a 35% increase in EBITDA and
• a profit after tax recorded a 46%
• exports with a 33% growth year-on-year

Subdued domestic growth due to monsoons
Five innovative products are planned for this fiscal year

In Q1, we have launched
EKETSU. EKETSU is India’s first three-way herbicide mixture to provide maximum
weed control and efficacy for total control in rice herbicides

• Commercialized one new molecule and remained well on track for
• commercializing 4 to 5 new molecules every year as guided earlier.

Integration on target as per KPI’s
14%-15% margin target during transition and 20% – 24% after stabilisation

Destocking is happening at the channel level and not at the consumption level
Work is on to diversify the revenue streams:
Non Agchem products including electronic chemicals, specialty polymers etc

Exports Data: ( Source Redboxglobal Twitter)

Chemical Exports for Aug’23

PI Industries

1. PI Industries exports increased by 35% yoy to Rs 5,390mn in Aug’23 while YTD exports increased by 22% yoy to Rs 24,819mn.
2. Pyroxasulfone volumes increased by 50% yoy in Aug’23 while YTD export volumes increased by 51% yoy.
3. Pyroxasulfone sales increased by 48% yoy to Rs 3,647mn and stood at 68% of overall revenue in Aug’23 while YTD Pyroxasulfone sales increased by 59% yoy to Rs 15,515mn and stood at 63% of overall revenues.
4. Ex-Pyroxasulfone revenues increased by 15% yoy to Rs 1,743mn in Aug’23 while YTD Ex-Pyroxasulfone revenues declined by 7% yoy to Rs 9,296mn