Equity L/S Analyst | Forensic Accounting | India, Yellowstone Equity

Ankit Agrawal, CFA

Equity L/S Analyst | Forensic Accounting | India

Creating Wealth through Alpha and Compounding

Yellowstone Equity

Providing unbiased and independent research on Indian equities to global institutions and individual investors


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Regulatory Disclosure: 
Note that Ankit Agrawal (Proprietor of Yellowstone Equity) is a SEBI registered Research Analyst (Registration No.: INH000007216). Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Research Analyst Contact Details:
Address: A-412, Shilp Aaron, Sindhu Bhavan Road, Ahmedabad, Gujarat - 380059
Email: services@yellowstoneequity.com
Mobile: +91-7575817289

Compliance/Grievance Officer:
Name: Ankit Agrawal
Email: services@yellowstoneequity.com
Mobile: +91-7575817289
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Equity Bottom-Up

<ul>
<li>This hidden nano-cap, RPPL, that we identified 6 months ago, is up ~55% since then and has now graduated to NSE Main Board from NSE SME exchange.</li>
<li>It also reported strong EBITDA growth (11% HoH, so 20%+ annualized) on the back of commercialization of its new facility, in line with our thesis.</li>
<li>RPPL continues to execute well and has potential to grow its earnings and revenues by 2.5-3x over the next 4-5 years.</li>
</ul>


This hidden nano-cap, RPPL, that we identified 6 months ago, is up ~55% since then and has now graduated to NSE Main Board from NSE SME exchange.
It also reported strong EBITDA growth (11% HoH, so 20%+ annualized) on the back of commercialization of its new facility, in line with our thesis.
RPPL continues to execute well and has potential to grow its earnings and revenues by 2.5-3x over the next 4-5 years.


Rajshree Polypack (RPPL): This Hidden Nanocap Is Now Listed On NSE Main Board

<p><a href="https://www.smartkarma.com/entities/rajshree-polypack-ltd" target="_blank" data-smartkarma-citation="entities:33486:1" rel="noopener">Rajshree Polypack (RAJPPL IN)</a> ["RPPL"] is a small company in the rigid plastic packaging industry. Currently it is listed on the NSE Emerge platform (dedicated platform of NSE for SME companies) and has plans to shift to the main board over time. It is a relatively new IPO with listing in Sep 2018.</p>

Rajshree Polypack (RAJPPL IN) ["RPPL"] is a small company in the rigid plastic packaging industry. Currently it is listed on the NSE Emerge platform (dedicated platform of NSE for SME companies) and has plans to shift to the main board over time. It is a relatively new IPO with listing in Sep 2018.

India's Hidden Nanocaps | Rajshree Polypack: Climbing Up The Value Chain

India

Hindusthan National Glass & Industries Limited manufactures glass bottles and vials.

Hindusthan National Glass & Industries (HNGI IN)

Kanpur Plastipack Ltd. manufactures plastic packaging.  The Company produces flexible intermediate bulk containers and plastic bags.

Kaira CAN Co Ltd. manufactures metal containers. The Company manufactures a wide range of OTS and General Purpose Cans for packing Processed Foods, Ready-to-eat Foods, Canned Vegetables, Fruit Pulps, Juices, Pickles, Dairy Products, etc. and Aerosol cans for Deodorants, Room Fresheners, Pesticides, etc.

Hindustan Tin Works Limited produces tin cans for dairy, edible oils, tea, coffee, motor oils, medicines, pesticides, chemical and paint industries.

Flexituff Ventures International Limited manufactures plastic and laminated coated bags. The Company distributes various bags for food and pharmaceutical industries.

Flexituff Ventures International (FLEXI IN)

Orient Press Limited is a commercial printing company. The Company also manufactures packaging products and smart cards.

Rollatainers Limited is a paper manufacturer whose primary products are packaging cartons and polyethylene coated packing material.  The Company also manufactures duplex paper board, writing and printing paper and packaging and weighing machines.  Rollatainers sells its products throughout India and abroad.

Hitech Plast Ltd. manufactures rigid plastic packaging. The Company markets its products to manufacturers and shippers throughout India.

Haldyn Glass Limited manufactures clear glass containers. The Company specializes in Soda Lime Flint & Amber Glass containers.

Radha Madhav Corporation Ltd. manufactures packaging.  The Company produces flexible packaging, specialty films, folded cartons, bags, liners, stretch films, shrink films, overwrap films, thermoformable films, and paper tubes.

Tomypak Holdings Berhad is an investment holding company. Through its subsidiaries, the Company manufactures and trades plastic packaging materials, polyethylene, polypropylene films and sheets, and thermoforming sheets.

PT Berlina Tbk manufactures plastic containers for cosmetic, pharmaceutical, and mineral water industries.  The Company also manufactures toothbrushes, laminated plastic tubes for toothpaste and other types of plastic products.

SCGM Bhd is an investment holding company. The Company, through its subsidiary, manufactures and trades of plastic products, such as thermo-vacuum-formed plastic packaging and extrusion sheets.

Southern Packaging Group Limited manufactures and sells flexible and rigid packaging products for the pharmaceutical, food and beverage, and personal care industries.

SHOEI CORPORATION designs, manufactures, and sells plastic film products. The company also operates distribution service of direct mails from manufacturing to delivering.

Superbag Company, Limited produces square-bottomed paper bags and polyethylene for department stores and supermarkets.  The Company also uses environment concern materials such as straws, hemp, sugar cane, bamboo, and food waste to manufacture paper bags.  Superbag markets its products in Asia through Taiwan and Shanghai offices.

Kum Bi Corporation designs, manufactures, and markets glass bottles.  The Company supplies its products to the food and alcoholic beverage manufacturers. Kum Bi also produces and sells cosmetics.

PT Champion Pacific Indonesia Tbk manufactures packaging paper, folding cartons, composite cans, and flexible packaging products for pharmaceutical and food industries.

Thai O.P.P. Public Company Limited manufactures and distributes biaxially oriented polypropylene (BOPP) films for use in food packaging, tobacco, and adhesive tape industries.

cotta CO.,LTD distributes packing materials of food. The Company sells cake boxes, handbags, wrapping paper, ribbons, freshness preservatives, and confectionery materials. cotta markets its products in Japan.

Rajshree Polypack Limited manufactures packaging products. The Company offers coffee cups, trays, lids, plates, bowls, and other containers, as well as plastics rigid sheet. Rajshree Polypack serves dairy, beverages, retail, pharmaceuticals, and electronics industries in India.

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Rajshree Polypack (RAJPPL IN)

Rajshree Polypack (RPPL): This Hidden Nanocap Is Now Listed On NSE Main Board

This hidden nanocap, we identified 6 months ago, is up ~55% and has now graduated to NSE Main Board from NSE SME exchange. It continues to execute...

Ankit Agrawal, CFA

India's Hidden Nanocaps | Rajshree Polypack: Climbing Up The Value Chain

Rajshree Polypack is a small player in the large rigid plastic packaging industry. However, through its consistent innovation and growth mindset,...

Ankit Agrawal, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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