Explore Smallcaps through the eyes of their Leaders & Promoters

Green Portfolio is back with Season 2 of their Green Sharks Series!

Green Sharks is a podcast series where analysts and fund managers from Green Portfolio meet top-level CEOs, CXOs, and managers of different companies. No individual investor has the reach to walk into a CEO or CFO’s office and have a direct conversation with them, and neither do the management come out to talk to the retail investors and talk about their company or the industries. 

With Green Sharks, we are changing that by having direct one-on-one conversations with the top-level executives, asking them questions that every individual investor wants to know the answers to, and bringing these conversations out on YouTube, for the investors to understand the markets and their investments better. 

Each new episode brings fresh insights and mind-boggling facts about India’s changing landscape. We promise nothing but a plethora of knowledge that will help retail investors connect with companies on a deeper level.

We try to bring in conversations from the industries and companies where not much dialogue is available. Another important angle is to have discussions with the companies that Green Portfolio is invested in with our smallcases. The idea here is to provide the maximum amount of information to our investors straight from people who are using their money. 

For any viewer watching any of our podcasts, the insights are super valuable because we talk about so many things from the company to the industry and even the economy. As a small investor, it’s not easy to understand let alone decode how any company works from its financial reports. And these are small companies that we are talking about, companies which anyway are not out there speaking to the public often. So, the motive and the value of Green Sharks is first-hand information coming from a company’s management – the most reliable source. 

Green Portfolio believes in the fundamentals of companies and thus we talk about the past, present, and future prospects of participating companies, which can aid investors in making their investment decisions. Our commitment is to provide a wealth of knowledge that enables retail investors to forge deeper connections with companies.

S2E1: In Conversation with Synergy Green Limited

In the latest episode of Green Sharks i.e. the First episode of Season 2, our analysts flew from Gurgaon to Kolhapur to meet the management of Synergy Green Industries Limited. The company, engaged in the foundry business manufactures castings, mainly for wind turbines. Synergy Green is working extensively in the Wind Energy Sector. 

SGIL is a smallcap company with a market cap under 500 crore but it is a company with good potential as the wind energy sector is seeing tailwinds. Synergy Green is not there in our smallcases yet but it is a part of one of our PMS Funds.

The renewable energy sector in India is currently undergoing a significant revolution, with individuals, companies, and governments increasingly embracing climate consciousness. Amidst the constantly changing business dynamics, maintaining top positions requires consistent effort.

In this episode, Sreeram Ramdas, CFA, the Vice President at Green Portfolio gets into a conversation with Mr. Srinivasa Reddy, the Executive Director of Synergy Green. Mr. Reddy is one of the people who have been with Synergy since its incorporation. He studied mechanical engineering, did an executive MBA from ISB, and then went on to work in the foundry sector, building castings for windmills. Mr. Reddy has been behind the design and production of every third windmill casting in India. 

Sreeram Ramdas, CFA along with Mr. Reddy delve deep into the swirling world of wind energy, exploring its growth, challenges, and the promising future it holds for the nation. We break down the science, technology, and infrastructure behind harnessing the power of the wind.

What’s in store in this episode:

• A deep dive into the science, tech, and infrastructure
• Unveiling India’s potential in this transformative industry
• Where does Synergy Green stand 

Join us on this wind energy odyssey to unravel the mysteries of Renewable energy and see if India can make its way to the top.

S2E2: In Conversation with Lloyds Engineering

In our latest episode of Green Sharks- Season 2, we flew down to Mumbai to have a discussion with Shree Krishna Gupta, Whole Time Director, Lloyds Engineering Limited.

Capital Goods Industry 🏭 :
The role of which in the growing economy especially like India cannot be overstated. It is pivotal in shaping economic landscapes, driving innovations, and creating the foundations upon which societies build and thrive. Lloyds has been at the forefront of designing, manufacturing, and commissioning heavy equipment and systems across various critical industries, including the Hydrocarbon Sector, Oil & Gas, Steel Plants, Power Plants, and Nuclear Plant Boilers.

What’s in store in this episode:

1. The complexities involved in heavy goods manufacturing industry

2. How Lloyds is navigating the ever-changing industrial demand

3. Where is the industry headed overall Go watch the full video on YouTube now to learn the mechanics of economic development, from the industry leader himself.

Finished Episode 2 of Season 2?

While you wait for the release of the next episode, do check out Season 1 of Green Sharks which has 6 episodes already waiting for you! Explore Season 1 on YouTube

Green Portfolio is a SEBI Registered (SEBI Registration No. INH100008513) Research Analyst Firm. The research and reports express our opinions which we have based upon generally available public information, field research, inferences and deductions through are due diligence and analytical process. To the best our ability and belief, all information contained here is accurate and reliable, and has been obtained from public sources we believe to be accurate and reliable. We make no representation, express or implied, as to the accuracy, timeliness, or completeness of any such information or with regard to the results obtained from its use.