Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria,CFA

Sreemant Dudhoria is a CFA Charterholder with 15 years of experience in equity research and information technology. He is also a SEBI-registered Research Analyst (Registration Number: INH000016861). His focus is on analyzing companies with bottom-up specific triggers. Previously, he has worked with Unifi Capital and Infosys Technologies Limited.

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

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<li>We visited two manufacturing plants of <a href="https://www.smartkarma.com/entities/nelcast-ltd" target="_blank" data-smartkarma-citation="entities:16173:1" rel="noopener">Nelcast Ltd (NELC IN)</a> located in the southern part of India. In this insight we present the key takeaways from visit.</li>
<li>Specifically the Pedapariya plant which was facing low capacity utilization is seeing signs of steep ramp up.  Insights on this are provided in the note.</li>
<li>With no significant capex coming up, the ramp of capacity could make <a href="https://www.smartkarma.com/entities/nelcast-ltd" target="_blank" data-smartkarma-citation="entities:16173:1" rel="noopener">Nelcast Ltd (NELC IN)</a>a dark horse in terms of investor returns. We highlight our projections in this note.</li>
</ul>


We visited two manufacturing plants of Nelcast Ltd (NELC IN) located in the southern part of India. In this insight we present the key takeaways from visit.
Specifically the Pedapariya plant which was facing low capacity utilization is seeing signs of steep ramp up.  Insights on this are provided in the note.
With no significant capex coming up, the ramp of capacity could make Nelcast Ltd (NELC IN)a dark horse in terms of investor returns. We highlight our projections in this note.


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