1 Stock Every Day | Analysis of Business Model | Valuation | Risks | Prospects #365stocks | Building a structured stocks knowledge base
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Having completed analysis of 200 stocks out of targeted #365stocks, it is time to revisit the most interesting ideas. [no recommendation, the idea is to inspire reader to further study these interesting businesses and develop own conviction]:
#Stock 251/365 Shree Cement Limited is amongst top 3 cement groups in India by capacity. Promoted by the Bangur family, it has evolved from a regional north-Indian player into a pan-India giant. Cement segment 92 to 95% revenues, power segment & ready-mix concrete rest
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Shree Cement Limited vision to reach 80+ MTPA capacity, originally set for 2030, has been fast-tracked with a new target date of 2028. International presence: company operates through Union Cement Company in Ras Al Khaimah, UAE, with a capacity of 4 MTPA.
🔔Shree Cement Limited Prospects: Management recently promised to narrow the pricing gap with premium competitors like UltraTech. By Q3 FY26, they had successfully reduced this gap from ₹30 to ₹15 per bag. Wrap! 👋
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#Stock 250/365 Apollo Pipes Limited is a leading Indian manufacturer of piping solutions, specializing in high-quality products for agriculture, construction, infrastructure, & water management. 65% revenue from plumbing & construction, and 35% from agri & govt infrastructure.
Apollo Pipes Limited new forays: Fenestration (uPVC Doors and Windows): Launched in FY26, currently contributing ~1.5% to total sales, with a target of 4% to 5%. Recent additions include PLB ducts, DWC pipes, PE gas pipes, PVC-O pipes, and window profiles.
#Stock 249/365 KRN Heat Exchanger and Refrigeration Limited (KRN) is a leading manufacturer of precision-engineered aluminium & copper fin heat exchangers, water coils, condensers, evaporator coils. Marquee OEM clients include Daikin India, Schneider Electric, Voltas, & Carrier.
KRN Heat Exchanger new forays: Full Bus AC systems in Q2 FY26 through acquisition of assets from Sphere Refrigeration Systems. In 2025, inauguration of 2nd manufacturing facility, increasing capacity sixfold. In FY25, received approved as a vendor from the Ministry of Railways.
#Stock 248/365 Timex group India manufactures watches (Timex Smart, Helix, Helios). In FY25, manufacturing accounted for 63.25% of turnover, while wholesale trading accounted for 35.33%. It leverages its relationship with the global Timex Group to license international brands.
Timex group India acquisitions: "Justwatches" retail brand & webstore (FY23) to bolster its omni-channel presence. It has scaled up manufacturing from 3.5 million watches annually to 10 million by early 2026 through process optimizations and double-shift frameworks.
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