The Halting International Relocation of Employment (HIRE) Act seeks to discourage outsourcing and promote job creation within the United States. It proposes a 25 per cent outsourcing tax on payments made to foreign workers for services used within the US.
The bill also removes the ability of companies to claim these outsourcing payments as tax-deductible expenses. The collected revenue will be channelled into a Domestic Workforce Fund designed to finance training and apprenticeship programs for American workers.
Compiled my learnings from my Stock market journey
I see them relevant today also for both new and old investors Start of YEAR 22 –lead me to compile a thread of 22 learnings please add further guys@sahil_vi@NiveshakBharat @Sandeep_Majjigi @719Freedom@VidyaG88 Thread🧵 1/n
Leading the way for Hydrogen and CNG storage and mobility
About company –See the focus on R&D and Product innovation
Products under development
Upcoming Projects changing trajectory in coming time
New Products & Projects
We are proud to be the first company in India to receive approvals for Type III Composite Hydrogen Cylinders for drones and UAVs, setting new benchmarks in lightweight, durable, and efficient hydrogen storage for aerial applications.
We are driving a bold green energy transition with a commitment to source 75% of our electricity from solar within the next two years—reducing costs, cutting carbon emissions, and reinforcing our alignment with global sustainability goals.
Our subsidiary, Power Build Batteries Private Limited, has developed advanced “E-start with Selenium” e-rickshaw batteries, designed for superior performance, faster charging, and enhanced safety, fuelling the growth of clean mobility in India.
Our other subsidiary, TPL Plastech Limited, is establishing a state-of-the-art IBC manufacturing unit at Lote-Parshuram, Maharashtra. Strategically located in a key chemical hub, the project is progressing on schedule and is expected to be completed by FY 2026-27.
Partnership with global equipment manufacturer company for complex subsystem manufacturing
Partnering with CDAC for high performance computing
Partnership with Zepco in motors, drives, controllers.
Secured projects in global auto components, home electrification, rail, industrial, infrastructure, clean energy, and communications
OUR DUAL SHORE MANUFACTURING
In FY2025, we enhanced this model with the commissioning of a new export-focussed facility in Chennai. Construction has also begun on two additional facilities – one to serve growing domestic demand and the other focussed on exports. Our U.S. operations continue to serve marquee customers in highly regulated sectors, while our Indian facilities leverage scale and cost benefits
The Centre is significantly scaling up its proposed Maritime Development Fund (MDF) to ₹70,000 crore, 2.8 times the allocation announced in the February Budget, to boost shipbuilding, ship repair, ancillary industries, expansion of shipping tonnage, and port-linked infrastructure, according to a report by The Economic Times.
The revised corpus has reportedly already secured clearance from the expenditure finance committee (EFC), chaired by the finance ministry’s expenditure secretary, with Cabinet approval expected shortly.
MDF blended finance model
The MDF will operate on a blended finance model: 49 per cent concessional capital from the government, including contributions from state-owned major ports, and 51 per cent commercial capital from multilateral and bilateral lenders as well as sovereign funds.
Government estimates peg India’s maritime sector investment requirement between $885 billion and $940 billion by 2047, The Economic Times report said. This includes:
$388 billion to expand shipping tonnage
$260 billion for green vessels
$224 billion for next-generation ports
$18 billion to position India as a global shipbuilding and repair hub
$8.82 billion to raise coastal and inland shipping’s share
Disclaimer – Analysis is NOT a BUY/SELL/HOLD Recommendation. It can be used for educational purposes. There can be lot of things which have been missed in analysis either due to lack of information or oversight etc.. Do your own diligence & contact your expert financial adviser before making any investment decision.
Manufactures various electronic sub-assemblies, assemblies and box builds, disk drives, memory modules, power supplies/adapters, fiber optic assemblies, magnetic induction coils and RFID products, and other electronic products. The company is a part of Tandon Group with Sandeep Tandon as chairman of the company. Its manufacturing facilities are spread across Northern India (Bawal, Haryana, Manesar, Haryana, Baddi, Himachal Pradesh) and southern India – Chennai (Tamil Nadu), Bengaluru (Karnataka).
One of India’s Largest ESDM Company in the Non-Consumer Segment
300+ customers, 18 Facilities, 20+ exporting countries
with end to end capabilities and backward integration of PCB and components inhouse
Business verticals serving high growth industries
Four Dedicated R&D Facilities 1 in Germany & 3 in India
190 employees in RnD, 537 overall engineers
1800+ suppliers
Global certifications in place
Revenue splits
Opportunities and Growth Drivers
Government Initiatives Capitalizing on government incentives such as PLI, MSIPS, ECMS, PM E-drive and EMC Tax incentives, infrastructure support Growth of IoT & Smart Devices IoT in industrial, automotive, consumer segments to drive customized solutions Automotive IoT growth driven by connectivity, ADAS, personal UI, etc Export Opportunities Rising trend of supply chain diversification India being favored as the global alternative as part of China + 1 strategy
Increasing outsourcing by OEMs OEMs increasing reliance on ESDM players for cost efficiency, scalability, supply chain flexibility
Increasing focus area
Very very interesting chart on what SYRMA wants to do in coming time
RISKS
The company imports 60% of its material requirements, which exposes it to foreign exchange fluctuation risk. While part of the forex exposure is naturally hedged from exports (about 25% of the total revenue), the company takes three months forwards to cover part of the open exposure and is able to pass on the impact of foreign exchange fluctuation to customers to some extent, any major forex fluctuation can impact the margins.
Time to time changes in technology may impact business in short term
Intensive working capital nature of business may need consistent cash flows
One of the companies that can benefit from this trend as per our understanding is JG chemicals. Listen about company at 2hr 35min onwards in below link
Disclaimer – Analysis is NOT a BUY/SELL/HOLD Recommendation. It can be used for educational purposes. There can be lot of things which have been missed in analysis either due to lack of information or oversight etc.. Do your own diligence & contact your expert financial adviser before making any investment decision.
Disclaimer – Analysis is NOT a BUY/SELL/HOLD Recommendation. It can be used for educational purposes. There can be lot of things which have been missed in analysis either due to lack of information or oversight etc.. Do your own diligence & contact your expert financial adviser before making any investment decision.
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The report highlights the market size, revealing that the online video sector generated an estimated $4.2 billion in 2024. Of this revenue, 75 percent came from advertising, while 25 percent was derived from subscriptions.
According to the report, piracy could cost India’s digital video sector $2.4 billion and lead to a loss of 158 million users by 2029.
ALPHA AFFAIRS 