I m introvert loves to be alone
Shivpuri, Gwalior
Joined May 2010
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Key takeaways from 11th Session on Day 2
1. Lab-grown diamond jewellery share in Export revenue increased to 88% in Q1FY26
2. Leading exporter of diamond jewellery
3. Focussed on efficiently managing operations
4. Inventory cycle faster than others
#IAS2025 @ias_summit
Key Insights from 10th Session by @lalitinvestor
Sheela Foam
1. Largest manufacturer of PU foam in India
2. Mattress mkt growing at 9%
3. Turnaround of Kurlon happening; No more Capex or Acquisition planned till 2029
4. Strategic entry into mass mkt segment
#IAS2025 @ias_summit
Key Takeaways from 9th Session by @itsTarH
1. AI = Data + Compute + Energy
2. AI usage is accelerating; 6.7 million USD being spent for Capex for data centres.
3. Inference demand is at inflection point
4. AMD MI400 chip fr Inference - 40% cheaper per token
#IAS2025 @ias_summit
Key insights from 8th session on Day 2 by @MashraniVivek
1. 95% products are powertrain agnostic
2. Quality with economies of scale with customisation
3. Leader in many of their products
4. Technological edge with good R&D and JVs
5. Maximizing Kit value
#IAS2025 @ias_summit
Key takeaways from 7th Session of Day 2
KRBL Ltd.
1. Limited US tariff impact d/t export diversification
2. Limited disruption d/t AI, tech
3. New value added products launch
4. Gaining mkt share from leader
5. Valuation re-rating may happen
#IAS2025 @ias_summit
Key Insights from 6th Session of Day 2
1. Present challenge is to filter out noise
2. Geospatial technology - applications ranges from urban planning, infrastructure to defence & security
3. Implies usage of location for intelligence
4. Ceinsys & Genesys
#IAS2025 @ias_summit
Key Insights from 5th Session
1. Bulls love deep drawdowns; as it leads to strong rallies.
2. Using framework to quantify PANIC
3. Strong leader rebound faster
4. Durable bottom on lower VIX
5. Rising mkt more risky than falling mkt
6. RS good indicator
#IAS2025 @ias_summit
Takeaways from Indofarm Equipment Session
1. CAPEX to go live by 3rd Quarter FY26
2. Increase in crane capacity from 1200 to 5000 with new Capex
3. Technology advancement for Crane construction
4. Large market opportunity existfor company to grow
#IAS2025 @ias_summit
Key Insights from 2nd session of day
1. What works in Market - It depends!!
2. Holy Un'trinity' - Quality, valuation & growth
3. As timeframe increases, churn decreases
4. Growth matters in all timeframes!
#IAS2025 @ias_summit
Key Insights from 1st Session of Day 2
1. Temporary rise in price does not mean rise in value.
2. Financials speak -learn to how to listen to them
3. Red flag is necessary bad but not sufficient case fr fraud
4. Checklist - company ratios analyse fr 7-10 yr
#IAS2025 @ias_summit
Key Insights from 11th Session
1. Strategic rebranding & platform creation
2. Delmonte acquisition
3. M/m guidance of double-digit margin by 3-5 yr
4. Decent volume growth
5. Institutionaization of governance structure
6. Winner don't look obvious
#IAS2025 @ias_summit
Key Insights from 10th Session by @suru27 Sir
1. 4% Ecom revenue to increase to 10%
2. High growth rate, large mkt opportunity
3. Jewellery biz is about inventory turns; 4x
4. Risk - Vulnerable to volatility in RM price; execution risk, Seasonality risk
#IAS2025 @ias_summit
Key Takeaways from 10th Session
1. STRONG framework for company selection
2. Tariff impact on sectors like jewellery, textiles, metals
3. Bankable sectors- agriculture, defence, energy
4. Export heavy sectors more impact of tariff
5. Pain lasts for 1-1.5 yr
#IAS2025 @ias_summit
Key Takeaways from 9th Session
1. Transforming from TPA to HBA - value proposition
2. 36% market share in TPA revenue
3. Premium service grow at 22.48% CAGR for FY22-28
4. Partnership with Star Health
5. Risk - Growing in-house TPA
6. Client concentration
#IAS2025 @ias_summit
Insights from 8th Session
1. High quality companies
2. Should be small fish in large pond; large market opportunity
3. Strong Balance sheet and corporate governance
4. Variant perception
5. Margin of Safety
#IAS2025 @ias_summit
Takeaways from 7th Session @niteen_india Sir
1. Post 2002 reforms, improvement in GNPA led credit boom mid 2000s.
2. Efficient employees.
3. Improving asset quality over time
4. Digital transformation with 100 processes to be automated
5. Risk-declining CASA
#IAS2025 @ias_summit
Insights from 6th Session by Ravi Jain
1. Large cap valuation near long term average (20x PE)
2. Small cap premium on new trajectory
3. New themes for next 5 years - BESS, Ayurveda, Defence, EV
4. Information asymmetry going away with AI research
#IAS2025 @ias_summit
Key Insights from @ishmohit1 Session
1. TVGP framework
2. In current Market, opportunities exists; look for biz with 2-3 year clear strategy.
3. Good experienced board; growing market share
4. Company sitting on Operating leverage
5. Successful acquisitions
#IAS2025 @ias_summit
