“Sharing the latest tweet by Sajal Kapoor sir on Neuland.”
https://x.com/unseenvalue/status/1805553798577795407
I hope you find it useful.
“Sharing the latest tweet by Sajal Kapoor sir on Neuland.”
https://x.com/unseenvalue/status/1805553798577795407
I hope you find it useful.
Same thing for KDDL
KDDL Limited : Ratings upgraded to [ICRA]A+(Stable) / [ICRA]A1+ from [ICRA]A(Stable)/ [ICRA]A1
KDDL Limited.pdf (435.7 KB)
can the conference calls edited post the live session & released without any explanations . Does anyone was there on the live conference call of Aditya vision for q4fy24 ? Does The released conference call differs from what was said live ?
[quote=“Mayank.mail, post:65, topic:34567”]
With Goa plant also facing observations and now these 8 observations for Pithampur plant, will
Cipla find it difficult to launch Advair by April as earlier planned
[quote/]
Could this be connected with the recent resignation of executive vice chairperson??
Pearl Global Industries Ltd. incorporated in 1987. Pearl Global Industries Limited (PGIL) is a garment exporter, manufacturing from multiple sourcing regions within India and countries within South Asia. The product range includes knits, woven, and bottoms across men, women, and kids’ wear segments.
KEY POINTS
Product Portfolio
Woven & Knits Tops & Dresses: Strong Design Capabilities & Co-Creation with Brand with the Production Capacity of 41 Mn Units p.a. across countries,
Denim & Woven Constructed: Capability to handle various kinds of washes, garment over-dye, wet/dry processes with a Production Capacity of 17 Mn units p.a. across countries.
Outerwear: Value Add & Complex
Product Handling with a Production capacity of 6 Mn Units p.a. across countries.
Sleep/Loungewear: It specializes across knits /woven having a production capacity of 5 Mn Units p.a. across countries.
Men’s Wear: It specializes across knits /woven categories with a production capacity of 6 Mn Units p.a. across countries.
Multi- National Manufacturing Units
The company has 23 manufacturing plants across India, Bangladesh, Indonesia, and Vietnam with 80 Mn Pieces Capacity per annum. The raw material sourcing offices are in Hong Kong and Changzhou, China.
The company also has its 4 design offices in the US, UK, Spain, and HK.
Manufacturing Breakup
India - 7 units - 24.6 Million pieces p.a
Bangladesh - 9 units - 45 Million pieces p.a
Vietnam - 5 units - 6.5 Million pieces p.a
Indonesia - 2 units - 4 Million pieces p.a
Transition to Asset Light Business Model
Co. enters into collaborations with companies
worldwide, partnering with local organizations to better manage CAPEX and labor expenses.
Out of the 23 Manufacturing Facilities, 9 are managed through Collaborations.
Geographical Revenue Mix
Hong Kong - 21%
Bangladesh - 48%
India - 21%
Others - 10%
No. of Pieces Shipped
India - 19.9 Million Pieces
Bangladesh - 26.9 Million Pieces
Vietnam - 2.7 Million Pieces
Indonesia - 1.4 Million Pieces
Product-wise Revenue Bifurcation
Woven Fabrics - 56%
Knitted Fabrics - 44%
Capex
A) Co. plans to acquire land in Indore for
building a new factory in India
B) Overseas expansion in Guatemala through a JV with discussions in Bangladesh and Vietnam for acquisitions
C) Focus on expanding capacity by acquiring factories rather than companies for brands.
Clientelle
A) Large Format Clients - Walmart, Target, Primark, Muji, Sam’s Club, etc.
B) High Fashion Specialty Designer - Tommy Hilfiger, Calvin Kelin, GAP, Old Navy, Ann Taylor, etc.
Revenue Concentration
Top 3 Customers - 50%
Top 5 Customers - 67%
Top 10 Customers - 80%
The company is to grow at a CAGR of around 22% and thereabouts. says Venkatraman Narayanan MD&CFO.
@1957 Great report, thanks for sharing. what are your thoughts on the promotor holding being less (39.27%)? How do you look at this?
I am unable to understand the business model of this company. It borrowed 249 cr in FY 23 and repaid the loan in FY24. Is this company only on the abilities of Mr Madhu Kela and if it is so then Why Jio Finance with a stronger hand is not a better option. Let’s hope some clarity comes out after the AR 24.
Tejas Networks Mr. Arnob Roy attending the India-US Initiative on Critical and Emerging Technology (iCET) industry roundtable, including Ajit Doval National Security Advisor India & Jake Sullivan National Security Advisor USA
Seated besides him Rajesh Pankaj Rajesh Pankaj - Greater Philadelphia | Professional Profile | LinkedIn previously EVP InterDigital & ex Sr.Vp Qualcomm
The USAID is also being involved and helping with the funding for the development of 5G & ORAN
For list of participating entities refer below article
Also they have setup an office recently at IIT Madras Research Park as their entire core wireless team was from Midas Communications which was an incubator based out of IITM
Also the BharatNet Project Phase 3 could be due in a month or two with some orders to trickle down further to Tejas
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