mdf

[Stock idea] – Rushil Decor…leading MDF maker…Q2 FY 23 concall notes

December 2, 2022

Hello Sir,Hope you are doing well.Did you know? – In wood panels industry in India, MDFs contribution is only around 20-30% and plywood accounts for 70%; however, worldwide 45-50% is MDF, 45-50% particle board and minuscule contribution from plywood. The usage of MDF is expanding rapidly in India and being a capital intensive industry, there are a handful of major players.Below, we have shared notes from Q2 FY 23 concall of Rushil Decor which is a major player in the MDF and the laminate…

Read More

[Stock idea] – Rushil Decor…leading MDF manufacturer

October 21, 2022

Hello Sir,Hope you are doing well.Did you know? – In wood panels industry in India, MDFs contribution is only around 20-30% and plywood accounts for 70%; however, worldwide 45-50% is MDF, 45-50% particle board and minuscule contribution from plywood. The usage of MDF is expanding rapidly in India and being a capital intensive industry, there are a handful of major players.Below, we have shared notes from Q1 FY 23 concall of Rushil Decor which is a major player in the MDF and the laminate…

Read More

[Stock ideas]: Ply board companies…key differences between products

September 9, 2022

Hello Sir,Hope you are doing well.Do you know what – A lot of listed companies dealing in Ply boards and related segments have done quite well and created wealth for investors.In the past, we have recommended stocks like Century Plyboards, Greenpanel, etc to our Premium Members and while Century delivered ~150% return, unfortunately, we exited from Greenpanel at the wrong time and thereafter it went up 20x. There are other major companies as well one can consider adding to watch list, like – Rushil…

Read More
Copy Protected by Chetan's WP-Copyprotect.