
Ibrahim Tai
367 posts



Initiating coverage: One of the most highly defendable MOAT companies in SME segment with 100% growth guidance Name: Neetu Yoshi Ltd. Company into precision parts for railways Moat: The company holds Class “A” RDSO approval, allowing it to supply over 25 safety critical components to Indian Railways. -Debt free B/s -Promoter holding 70% -P/e 21x -Yoy quarterly sales growth 53% -Yoy quarterly profit growth 59% -Ebitda margins 31% (very strong) -PAT margins 25% -Ocf Positive company (Generating cash while growing) -Price variation clause in tender to pass RM cost increase -Guidance for Fy27 100%, PAT 25% -Watch out for detailed video explanation. Look what management said on the con-call about the entry barrier in this business.👇 #neetuyoshi
















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