In today's episode we'll cover a niche company with limited competition.
00:05 Capital efficiency is crucial for long-term success.
02:06 Companies with high asset turnover and low margins can still generate good returns.
06:48 Company specializes in Thermostatic Bimetal and Shunt Resistors, with focus on margin and revenue growth.
08:44 Margin expansion and sustainable growth
12:45 Shivalik Bimetal's history and business overview.
14:33 The company manufactures critical components for EVs and energy meters
18:32 Shivalik's technology platforms and strategic advantages
20:26 Electronic beam welding and product portfolio of the small cap EV stock
24:03 Shivalik is restricting shunt resistance usage to the textile market.
26:29 Smart meters and electrical contacts present a significant market opportunity in India.
30:04 Electron beam welding and customized machine production capabilities.
31:49 Shivalik's deep relationships and partnerships.
35:43 Shivalik's key points and risks.
37:30 Analyzing growth guidance and financial models.
