Next Speaker of the Day in @ias_summit: Ganesh Nagarsekar Company Name : Pyramid Technoplast Market Cap: 597 Cr The image talks about GS Invests investing philosophy, which is backed by proxy investing, consumables, higher fixed asset turns. #IAS2025
Business Segments: 1. Polymer Drums 2. Intermediate Bulk containers 3. Metal Drums Containers are used for storage and transportaion of chemicals & agrochemicals.
Manufacturing Base: 7 mfg facility in Silvasa & Bharuch in Gujarat (Based around key clients in West India)
Core Thesis: 1. Volume Growth 2. Realisation Growth 3. Gross Margin Expansion (Image 3) 4. Utilisation Ramp up with peak capex cycle done(Image 2) 5. Operating Cost control With 4-5x asset turn, a revenue potential of 900-1000 Cr as utilisation improves Disc: No reco
