In this episode of Bazaar, I delve into Apollo Micro Systems, a small cap company producing weapon systems for Indian defense players.

With India’s significant defense budget and a push for domestic production, Apollo has seen impressive returns.

I discuss the business's high entry barriers, growth drivers like a hefty order book and manufacturing ramp-up, and strategic moves like acquiring Ideal Explosives.

However, I also highlight concerns such as limited full-scale production and long working capital cycles. Tune in for an in-depth analysis and consider keeping Apollo Microsystems on your investment radar.

00:11 Overview of Apollo Microsystems

00:27 India's Defense Landscape

01:30 Business and Growth Potential

02:50 Future Growth Drivers

05:12 Potential Concerns and Risks07:52 Conclusion and Final Thoughts

Read the full piece on blog.sid.business

In this episode of Bazaar, I discuss Arcade Developers, a small-cap real estate company operating in Mumbai's MMR region.

With an impressive 5Y RoCE of 36%, I explore their business model divided into residential development and redevelopment projects.

I highlight Arcade's successful project execution, low unsold inventory, and solid financials.

However, I also address potential concerns, including the challenge of scaling up operations, acquiring new land parcels, and ongoing litigations.

Despite the competitive real estate market, I see significant growth potential for Arcade if it maintains its high execution standards.

00:00 Introduction to Bazaar Podcast

00:10 Spotlight on Arcade Developers

01:01 Arcade's Business Model Explained

02:25 Impressive Track Record and Growth

04:18 Challenges and Concerns

05:38 Conclusion and Future Outlook

You can read the full post at blog (dot) sid (dot) business.

Spoke about another micro-cap in the high purity specialty chemicals space — Kronox Lab Sciences. 🧪

(1) The company manufactures raw materials used in APIs, excipients, reagents and various other chemicals. It has a portfolio of 185+ products in its portfolio.

(2) Caters to applications in pharmaceuticals, scientific research & testing, nutraceuticals, biotech, agri-tech etc.

(3) Recently listed on the stock exchanges. Market cap of INR 650+ Cr. PE of 30. ROCE of 40%+

(4) It is expanding capacity. Got 122 products in the pipeline. Targeting new applications into F&B, industrial applications etc.

Read the full article at blog.sid.business to:

- Understand the business

- Take a look at potential growth drivers

- Look at some of the risk factors associated with the biz

- Understand some of the unanswered Qs which are critical if you’re an investor

DreamFolks has a monopoly in airport lounge services and other services in India. Is this a sustainable model? Should this company be on your watchlist? I talk about this in the latest episode by comparing the pros and cons of the company.

Read the full blog here.

Being one of the biggest API manufacturers in the world, Divi's stock prices are quite expensive. In this episode, I breakdown the reasons as to why the company is trading at a PE of 71 while also giving an account of the risks the company faces and; eventually, attempting to decide if the stock prices are justified. Tune in to find out more about Divi's Labs.

Read the full blog here

A defense company that went through a roller coaster in the stock market when it initially launched, we talk about Paras Defense in this episode. Why it has potential, and what are its shortcomings, we discuss this and more.

Blog discussed - https://blog.sid.business/p/betting-on-space-part-3?utm_campaign=post&utm_medium=web

Delving more into mid-cap companies, we talk about MTAR in today's episode. It's strengths and weaknesses, we talk about this and more.

Stocks discussed: MTARTECH

Blog discussed - https://blog.sid.business/p/betting-on-space-part-2

As per recent reports, Vodafone-Idea (Vi) has been consistently losing subscribers for the past two years, with 2.8M lost subscriptions in May 2023. Vi is also under astronomically high levels of debt to the government and outstanding dues to vendors. These are some of the factors that make Vi an unsuitable company to invest in.

What are the other factors you should keep in mind before even thinking of investing in such a company? What options does Vi have to save itself from collapsing?

We spoke about this and more.

Stocks discussed: IDEA, RELIANCE, BHARTIARTL

You can read the detailed article on Vi here