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GAIL - a key player in Green Hydrogen space

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GAIL is a pioneer in the field of energy gas extraction, production & distribution across India and beyond India. GAIL is entering into the space of Green Hydrogen , a sunrise business space. A very handful of players are able to enter this space namely Reliance, Adani, NTPC and IOCL. GAIL stands out of its peers in multiple aspects, including the expertise and promising financial growth over the period of time. Here is the short list of data points from Annual Report 21-22 on what GAIL is and where it is heading. Company owns and operates about 14,500 km of trunk natural gas pipeline representing nearly two-third of the country’s existing network Company has acquired 26% stake from ILF&S in ONGC Tripura Power Company. This acquisition would encourage synergy and enable GAIL to stronghold its presence in North East region of the country. Company in line with the National Hydrogen Mission commenced India’s first-of-its-kind project of mixing hydrogen into natural gas system at ...
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APEX Frozen Foods 🍤

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APEX Frozen Foods is one of the leading supplier of shrimps in India. Started business in 1995 as a private firm and became public in 2017. Company is involved in farming, processing & sale of shrimps in India and across the border. About APEX: Situated in 'Kakinada' a coastal town in the state of Andhra Pradesh ( AP ) AP accounts for 55 - 60% of total production of Shrimp in India Advantage of wast coast line of AP providing a good breeding ground for shrimps and easy access to ports Farming, Hatchery and Processing are part of the company providing good control over pricing & administration Wide variety of products ( raw, pealed, speciality & ready to eat )  Recently launched a variety of products in `Read to Eat` segment Key export markets are USA, EU and China Why invest in APEX? Company is progressing Owned a processing unit which was leased out earlier Launch of Read to Eat products which is high in demand Debt-Equity ratio is less than 0.5 and company is repa...
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TARSONS PRODUCTS LIMITED (Laboratory Equipments Manufacturer) - IPO 👍

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Strengths: Being in business over 36 years builds a strong network & knowledge Leading Indian supplier to life sciences sector with strong brand recognition and quality products Diverse rage of products - one stop shop for all laboratory needs Well-equipped and automated manufacturing facilities Wide geographic reach with 141 authorised distributors across India Competition is limited to 7 to 8 companies, ( Genaxy Scientific, Accumax,  Thermofisher, Corning and Eppendorf, … ) Noteworthy: Increased demand for Pharma & Healthcare sectors leading to increase in R&D Labs People are more conscious about their health than before Stress on interactive learning & practical knowledge requires laboratories in schools & universities Company's presence in more than 40 countries is a good sign of exporting capabilities LUPIN is extending its wings to laboratories - One of the clients of Tarsons Imports more than 75% of materials Products:  https://tarsons.com/products/ ...
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Fino Payments Bank - IPO 👍

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FINO (Financial Inclusion Network Operations) started as a tech company Fino PayTech Limited providing technological solutions, became a payments bank along with 10 other companies in 2015.  The objective of a payments bank is to widen the spread of payment services and deposit products to small businesses, low-income households, migrant labor workers and other unorganised entities by enabling high volume low value transactions in deposits and payments/remittance services in a secured technology-driven environment. Key points: Target audience are small business owners & merchants, middle & lower middle class population in rural & semi urban areas FINO has only one business to look after, unlike other players ( ex: Paytm ) Revenue is mainly from commissions & fees charged on financial services Least reliance on 3rd part softwares, is a big cost saver for the company  Shift is lifestyle of rural & semi urban population which demands more liquidity along with ...
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