#CDSL 👨‍💻

( #TechnoFunda Analysis)

Please Read Fully Thread..🧵🙏🤞

~ CDSL Incorporated in 1999 under Depositories act,1996 with Some Unique Business Model..🤩

~ Almost Recession Free Business is Key Factor...🔆🌟

~ Provide Depositories (Opening DEMAT) Related Services.

(1/n)
Financials:📑

~ Revenue Comes from Diversified Source:
🔹E-KYC (CDSL Venture)
🔹Transaction Fees
🔹Annual Charges
🔹IPO Listing

~ OPM are 55% (May Rise More in Q3)

~ Expenses are Mostly Fixed and Main things is that Revenue Growth is NOT Linked with Capex.

✅(Big +ve)

(2/n)
🔰Important:

~ Diversified Business is Key for This Company..

~ Almost "0️⃣" Working Capital Required,
So Have V.well Free Cash Flow and Investment.🤞

~ Strong Balance Sheet and Ratio's

~ Pure Debt Free..💪(No Int. Cost)

~ Almost 6️⃣5️⃣% Reserve on Balance Sheet..

(3/n)
💠 Holding:
BSE: 20%
MF: 11%
DII: 31.8%
FII: 10.03%

~ Ratio's:

🔹ROE: 15.33%
🔹ROCE: 19.6%
🔹ROA: 13%

💠 Positive:

~ There are only 2 Company in Whole Market for DEMAT Securities Related Sagement..
1) CDSL
2) NSDL

~ CDSL Mostly Focus in Retail DEMAT Opening...👨‍💻

(4/n)
~ Duology Market

~ New Firm's Entry is Prevented...

~ High MOAT (+ve)

~ CDSL has Higher Market Share Compared to NSDL and it Continues Rising..⬆️

~ Out of Both, Only #CDSL Listed (Than No Peers Comparison)..😎

~ Company's bBusiness Have A Brightest Future..😇

(5/n)
🔆Potential Growth Trigger:

~ New DEMAT Opening is Rising Repidly

~ 22% Growth on New DEMAT Opening in 2020.

~ No.Of New IPO's Increased.⬆️

~ Digitalization is Must Key Trigger.

🔘I'm Not Surprised If Stock Goes Up to 5️⃣ Digit at end of Decade.

🔘Share My Views Only.

6/n.
Hope You all Enjoy Thread.🙂

I Try Best to Share Some Knowledge in Simply Way😇

Thank You❤️

@Investor_Mohit @Rishikesh_ADX @RajarshitaS @CAPratik_INDIAN
@VRtrendfollower @Atulsingh_asan @Jitendra_stock @MarketScientist @Stockstudy8 @nishkumar1977 @caniravkaria

#RETWEEET 🎗️
Try to Going More Depth in CDSL's Business in Day by Days Ahead...😊

Will Share Technical Chart also Once That Ready.🙂

Stay Tune Ahead :)

Thank You...❤️
You can follow @Romil_1212.
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