Income Investor
@AnIncomeInvestr
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Empowering individuals with hacks and strategies to thrive financially in today's world. #SmartInvesting #FinancialGrowth #compounding 📈💡
Bengaluru, India
Joined February 2021
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They are valuing one of their US subsidiaries at 80m USD (640cr.) and izmo ltd. owns 75% of it.
Currently trading below book value and at a TTM earnings multiple of 11
#StockToWatch
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Another biodiesel tender on the way...
#kotyark
#StockToWatch
#stockmarkets
@abhi16446
@Aditya_joshi12
@rajendray
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Which formula has worked for you in the multibaggers that you have made. For me it's 2:
1. Low PE, Operating leverage and high growth
2. Huge order book with revenue visibility and no market recognition.
Let's learn from each other.
#investing
#stocks
#wealth
#learning
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#investing
#smeinvesting
#microcap
#india
#stockmarkets
#marketcap
#InvestmentOpportunity
#StockMarketindia
#stockmarkets
#izmo
#izmocars
IZMO Ltd Mcap: ~250 cr.
Founded in 1995, claims to be the world leader in Automotive Visual & Interactive Marketing
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Rajasthan govt planning to install solar pumps in more than 50,000 farms under PM Kusum scheme
#stockmarkets
#StocksToWatch
#shaktipumps
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#okplay
#investing
#StockToWatch
#StockMarketindia
#microcap
Mcap: INR 261 cr
Ok Play India Ltd.
Revenue split for FY'23:
toy-45 cr
auto-135 cr (fuel tanks, rotational moulded)
EV-2.5 cr
100% growth in topline over last year in toys business
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Here it is!!
The period is 2026!! Can be a huge trigger!!
#kotyark
#multibagger
#investing
@Aditya_joshi12
@abhi16446
@AdeptMarket
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Another IOCL tender in the pipeline.
Looks like this was the trigger for the last week's 10% movement in Kotyark.
#kotyark
#stockstowatch
#stockmarkets
#stocks
#StocksToBuy
@rajendray
@abhi16446
@Aditya_joshi12
@AdeptMarket
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Great set of numbers from Shakti Pumps
@dhruvbajaj184
looks like execution is picking up steam now
Need to watch out for the sustainability of margins
After attending the call of Shakti pumps in Q3, I realized how big the trend of solar pump can be & given the strong implementation of the scheme by the government In recent times..It made sense to cover this sector 🙂
Views & opinions invited👇
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Blockbuster results from
#ShaktiPumps
This is the type of growth required for multibagger.
Expansion in all sectors
@AdeptMarket
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#investing
#kotyark
#kotyarkindustries
#smeinvesting
#microcap
At the current PE multiple of 45 it looks expensive. Revenue 114 cr, PAT of 11 cr and Mcap of 511 cr. However, looking at the order book of INR 360 cr (execution by Q2, FY'24) and expected orders of another ~200 cr
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@Aditya_joshi12
I think the story is still unfolding.
As per today's AGM, this year's topline could be around 1000-1400 cr and pat around 50-90 cr
We are looking at a 1-year (effectively 7 months) forward PE of 5-10
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Interesting, in-depth and easy to understand analysis by
@dhruvbajaj184
Always amazed by your work!
We found out that the work on the LPG storage terminal has started in collaboration with BW confidence enterprise.
This 1 hour plus long video by
@dhruvbajaj184
has got the most engagement on our YT channel in recent times.
We intend to continue with this initiative.
1 deep dive a month.
A big thank you to our investing community for your love and support. 🙂❤️🙏
Like|Share|Subscribe🫶
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Looks like this was the reason for yesterday's move in Kotyark
Another empanelment tender out
#investing
#StocksInFocus
#StocksToWatch
@huntmultibagger
@abhi16446
@microbetsindia
Another IOCL tender in the pipeline.
Looks like this was the trigger for the last week's 10% movement in Kotyark.
#kotyark
#stockstowatch
#stockmarkets
#stocks
#StocksToBuy
@rajendray
@abhi16446
@Aditya_joshi12
@AdeptMarket
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Kpi green is going to execute more projects in the next year than what it has done till date today from it's inception!
Let that sink in!!
#kpigreen
#investing
#wealth
#multibagger
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One of the most underrated yet powerful tool that
@itsTarH
has built is the curated section in The Wrap. What a list of curated content it has Hat's off!!
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Great results from
#KPIGreen
.
As promised by
@FarukPatel3
, company grew by more than 50% YoY
KPI Green has set target to achieve 1000 MW capacity by FY 25. This means 550 MW will be done in FY 25
Revenue of FY 25 > Total revenue till FY 24
Means more than 2000 crore in FY 25
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Mcap - 1600 cr
PAT - 125 Cr
ROCE - 8%
EBIDTA Margins - 30%+
Order book - 1160 cr
Net cash in hand - 100 cr
With the revenue visibility of next 2 years industries at an order book of 1160 cr at 30%+ EBIDTA margins (Pessimistic) seems to be truly undervalued.
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A new tender Harayna Govt -
tender size - 35000 pumps, Approx 1200 crore tender.
#ShaktiPumps
has approx 40-45% market share in North tenders and hence expecting around 500 cr order
@AdeptMarket
thoughts on this?
#PMKusum
#shaktiPumps
#stockmarket
#india
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As told earlier even though the tender was allocated partially they bagged 733 cr order...take the order book to 1600 cr +...Kotyark you beauty...
#kotyark
#investing
#wealth
#multibagger
#investing
@abhi16446
@AdeptMarket
@Aditya_joshi12
@chaplotchirayu
@rahuja671
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Kotyark planning a fund raise
Another IOCL tender in the pipeline.
Looks like this was the trigger for the last week's 10% movement in Kotyark.
#kotyark
#stockstowatch
#stockmarkets
#stocks
#StocksToBuy
@rajendray
@abhi16446
@Aditya_joshi12
@AdeptMarket
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PAT margins should improve from 8-10% to 10-13% post monetization of carbon credits
#GreenEnergy
#kotyark
#StockMarket
#StocksInFocus
#Stockmarketnews
#investing
Carbon credits of Kotyark can itself be huge. Bake that in and see the valuations.
#kotyark
#investing
#WealthBuilding
#smallcap
#MultiBagger
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Unusually high trading activity update for
#KPIGreen
Energy Limited
9 Lakh shares (Value: Rs. 179 Crores) traded on NSE as of 09:54AM
Since the stock is up, buyer is in absolute control of the seller.
Buyer ki jai ho!
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@Noorulipo
Papa nei Kotyark le liya tha 450 mei 😅
Ab bhi le skte ho 1200 mei
And that'll probably cover up for the mistake of not buying bondada and oriana
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When everyone is running behind a sector, it's rather great to catch the proxy of that sector. We find much cheap valuations there.
Example - Transformer
Proxy - Transformer Oil
Source -
Continue reading 🧵
#transformers
#power
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That's a big win.
305 MW order for company which has energised a total capacity of 380 MW since inception
#kpigreen
#kpgroup
#stockmarkets
#StockToWatch
#StocksInFocus
#investing
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#Kotyark
Can this be a multi bagger in the making. Huge order book and seems to be increasing every quarter. Capacity utilisation to increase so margins might remain stable.
Can this be a 10x from here?
Disc - Invested and Biased
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#KPIgreen
#Advait
#stockstofocus
#investing
Is KPI Green entering into Green Hydrogen or Farukh bhai is doing it through some other group company?
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@web_vj
Farukh Bhai does it every time post declaring dividends.
He says he buys his shares with dividend money.
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Summary of
#shaktipumps
concall..
Bullish, very bullish, extremely bullish but we will guide for 30% growth only ...
#investing
#multibagger
#wealth
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Can this be a game changer for the biofuel industry? It anyways shows the commitment of the govt towards biofuel. Which stocks can benefit?
#investing
#wealth
#biofuel
#G20Bharat2023
VIDEO | "Today is a historic day, a moment for celebration because a global biofuel alliance has just been announced by PM Modi. India along with the US and Brazil among 19 countries in total and 12 international organisations have got together to form the global biofuel
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Building position in a stock which is coming up with huge smart meter capacity...
Already it's a dominant player in power sector.. guesses?
#investing
#wealth
#Multibagger
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Hi
@ayushmitt
We have been active on screener from past 4 years and we do have premium subscription as well but screener is not available on App store
When can we expect the launch of screener on App store ?
#screener
#lifechanging
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Shakti Pumps
#Q4FY24
concall updates by Arihant Capital Markets.
@dhruvbajaj184
from our team covered the business in our YouTube channel.
Link to the video in the comment below.
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KPI green secures an order of 145MW | Total cumulative energised capacity till date is 340MW
That's a significant order win
#kpigreen
#investing
#StockToWatch
#StocksInFocus
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Holding well even in the carnage.
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#investing
#india
#marketcap
#StockMarketIndia
#ExpleoSolutions
Expleo Solutions Ltd Mcap: ~ 2213 Cr
Founded in 1998, software service provider company primarily in software validation services to Banking, finance and insurance industry.
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So much is said about when to buy, What about when to sell?
Fundamentally have a few things :
1. PE rerated, and the order book/future visibility is baked in.
2. I have a better risk reward opportunity at the current valuations.
What's yours?
@itsTarH
@Aditya_joshi12
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@AdeptMarket
@stockcup
@SahilRMahajan
Hey !
@AdeptMarket
you are doing great...people are and will always be jealous...but we will support you to be true to your cause - educate retailers at large..
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@AdeptMarket
@dhruvbajaj184
We saw a LinkedIn post from
#ShaktiPumps
where they demonstrated Solar Pumps in Hissar, Haryana and now a new tender being released by Harayna govt.
Can it surpass Q4 Fy 24 revenue in Q1 ?
#multibagger
#stocks
#PMKusum
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#Kotyark
decides not to publish the quarterly results.
Consolidation entries needs to be passed. Why didn't they do it beforehand?
Didn't expect this announcement..
Not expecting a bumper result from Kotyark. Don't think the LOIs have flown in...no disclosures on NSE regarding them...let's hope for the best and prepare for the worst!!
#kotyark
#investing
#wealth
#Multibagger
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#investing
#smeinvesting
#microcap
#india
#stockmarkets
#marketcap
#InvestmentOpportunity
#StockMarketindia
#stockmarkets
#StockToWatch
#StocksInFocus
#dentalkart
Current Mcap: 721 cr (listed on NSE SME platform)
Last 3years revenue CAGR is 59%
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Just finished reading this amazing book. The chapters on
@MohnishPabrai
and Nick & Zak are very inspiring. Thank you
@williamgreen72
for creating this masterpiece
#investing
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Interesting to note that Vasa Denticity is declaring quarterly results for the first time
SMEs are not bound to declare quarterly results. Dentalkart declaring it for the first time looks like a positive sign
#StockMarket
#StocksToWatch
#Investing
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Yesterday, they have decleared a dividend of INR 5/share on a stock price of 600/share (~1% yield) cleary indicating the intent of the promoter to share the wealth with minority shareholders
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#investing
#smeinvesting
#microcap
#india
#stockmarkets
#market
#WSindustries
mcap ~500 cr.
Company owns 7 acres of prime land valued around 300 cr which is getting developed in JV with Prestige group
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Brilliant. Results!! What a performance..a high conviction bet playing out beautifully...
#kpigreen
#multibagger
#investing
#GreenEnergy
#farukhbhaipatel
KPI green secures an order of 145MW | Total cumulative energised capacity till date is 340MW
That's a significant order win
#kpigreen
#investing
#StockToWatch
#StocksInFocus
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#kotyark
#StockToWatch
#biodiesel
Sharing excerpts from the annual reports of OMCs:
1. IOCL: FY-24
During the Biodiesel 2023 conclave, IndianOil Hyderabad Smart Terminal was awarded the first prize under the category of ‘Highest volume blended by a single OMC Location.
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#stockstowatch
#StockToWatch
#StockMarket
#stocks
#StocksInFocus
Alfa Transformers Ltd.
Mcap: INR 64.5 cr
TTM revenue: INR 45.58 cr, PAT: INR 8.3 cr (with DTA) Positive PAT after 7 years.
Manufactures small distribution transformers
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@microbetsindia
We think it's upon an individual. For some 15% returns are great and for some 25% returns are also less
To keep it simple, an individual who do not study stocks before investing should simply park their money in MF's(prefferrably index) and rest continue with their research
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Offerings include full-featured interactive online stores, car animation and graphics, comprehensive online marketing programs, sales performance coaching, OEM certified CRM and ILM Solutions, and online service management solutions, among other products.
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Price Volume action on SME board| Kotyark volumes have surged this week
Is there any new tender in allotment stage?
#StocksInFocus
#StockToWatch
#StockMarket
#stockmarkets
#investing
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#DCG
Cables and Wires Results today.
First generation entrepreneur, Guiding 100 crore revenue for FY 24 with approx 10 cr pat
PE will drop from 100 to 17 & 70% revenue growth for FY 25 over FY 24
Clients include -
#Schneider
,
#Suzlon
,
#Shilchar
More margin expansion in FY 25
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Can a company with growth triggers and 30%+ EBIDTA margins and who is focusing on becoming asset light trade at a PE of 16?
Market will recognize this gem once it delivers 2-3 quarters if solid performance.
#deepindustries
#investing
#WealthManagement
#MONEY
#invest
#smallcap
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Have you seen "the Pursuit of Happyness" (2006)?
This inspiring drama tells Chris Gardner’s story of overcoming financial hardship and homelessness. How do resilience and determination lead to financial success?
Key Concepts:
- Resilience
- Determination
- Financial hardship
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TruAlt Bio energy plallning to venture into bio diesel production
#greenenergy
#RenewableEnergy
#investing
#biodiesel
#kotyark
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Customers include Nissan, Ford, GM and their dealership networks
First company to have received a license to manufacture arms and ammunition in India under the Make in India initiative.
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With all banks reporting great numbers!! Time for IDFC FIRST to roar!!
#IDFCFIRSTBANK
Disc : Inv and biased
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Will wind energy actually have good ROI ? Question an investor should ask to himself before investing in Wind Energy companies
Any thoughts
@ishmohit1
@AdeptMarket
@soicfinance
@SureshKBN
?
#windenergy
#renewables
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Excellent results from
#RSsoftware
and
#ShaktiPumps
Next week will be interesting for both these stocks
#StocksInFocus
#StockToWatch
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Starting today.. We will start working for the bigger cause as well..
Financial literacy for all!! Our twitter handle will be dedicated for free access to basis financial literacy for all..
Stay tuned!!
#financesimplified
#financeforall
#FinancialFreedom
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Maharashtra govt had announced huge solar pump allocation in budget..but where are the capacities? Interesting times ahead...demand more than supply..
#shaktipumps
#Multibagger
#investing
Keep an eye on 8th july for that is when the 35,000 pumps tender of solar pumps installation by Haryana govt will be opened if everything goes on schedule.
#SHAKTIPUMPS
will be a big beneficiary of this. This is roughly a 1200 cr tender. So even if it gets 30%, it would add mean
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@ayushmitt
@faltoo
thanks to screener, we could upgrade from Android to iOS. It would be great if can get our fav app on iOS also 😅
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#investing
#smeinvesting
#microcap
#india
#stockmarkets
#marketcap
#kpi
#kpigreen
33 cr PAT in Q1-FY24, FY22 full year PAT was 43 cr
Management has walked the talk.
Sizable order book of 384 MW, even when the total capacity energised till Q1 was 391
Big order win of 240+ MW
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9.4MW order win for kpi green
Congratulations
@FarukPatel3
@kpgroupgujarat
#kpigreen
#kpgroup
#investing
#StockMarket
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Extract From Savita Oil Tech Ltd. annual report -
unavailability of windy sites, Transmission infra availability, Discom financial health, regulatory constraints in open access segment, hiccups in the DSM with unrealistic high prices.
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#StockToWatch
#microcap
#investing
#SME
#PrevestDenpro
Prevest denpro results were out sometime back. Promoter is justifying son in law's salary (marketing head) by saying his compensation is basis his last salary. But do these guys need such an expensive resources?
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#Pds
#investing
#StockToWatch
#StockMarketindia
Pds Ltd. Mcap: INR 7561 cr
PAT Margin ~3%
Engaged in trading of garments, investment holding, design, development, marketing, sourcing and distribution of readymade garments of all kinds and other consumer products worldwide.
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What are the levers that leads to ROCE expansion and ultimately Valuation rerating... Do comment. As per me :
1. Artifical suppression of margins
2. Move to value added products
3. Improved capacity utilisation
What else?
@AdeptMarket
@Aditya_joshi12
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Tamil Nadu is also joining the bandwagon of solar pumps. Though in small no.s but in the right direction...
@Investindia6
#solarpumps
#Shaktipumps
#stockstofocus
#Renewables
#RenewableEnergy
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#Schand
results soon...Implementation of NCF for Q4 will be the watchout..can fly if positive commentary is given
#Multibagger
#stocks
#investing
#wealth
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Trading at TTM PE ~ 23.2. Promoters holding has been increased in past Quarter from 56.17% at end of FY 2023 to ~71% at the end of Q1 FY 24
#Investing
#Stock
#ExpleoSolutions
#StockToWatch
#India
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If it can showcase growth than the artificially depressed ROCE will boost up and help it gain better valuations.
Also with dolphin acquisition done, it will contribute 30-50 cr at better ebidta margins than deep itself. That will also help in improving its ROCE.
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RS software is on UC since Jan last week. Up 130% in last 25 days.
#StocksInFocus
#StockMarket
#StockMarketindia
Excellent results from
#RSsoftware
and
#ShaktiPumps
Next week will be interesting for both these stocks
#StocksInFocus
#StockToWatch
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Tracking bharat bijlee for a long time. Finally it delivers. Thinking of scaling it up now. Any one knows the inbuilt hedge that it has against market volatility? Tmif you know you know!!
#bharatbijlee
#investing
#wealth
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#Kotyark
decides not to publish the quarterly results.
Consolidation entries needs to be passed. Why didn't they do it beforehand?
Didn't expect this announcement..
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High conviction on gravita and idfc first seems to be paying off.. KPI green is next.. Hoping a bumper result.
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@Investindia6
@sudb1986
@pramod_bhutra
Yes it shows the future potential...it will take some time to be implemented but just shows the potential..
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The deliver!!
#investing
#
#wealth
#DCG
Cables and Wires Results today.
First generation entrepreneur, Guiding 100 crore revenue for FY 24 with approx 10 cr pat
PE will drop from 100 to 17 & 70% revenue growth for FY 25 over FY 24
Clients include -
#Schneider
,
#Suzlon
,
#Shilchar
More margin expansion in FY 25
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Tie up with Kmart from US for contract manufacturing.
Majority market share in automative. Ashok Leyland-sole supplier, Volvo eicher 85% wallet Share, Trying to penetrate TATA Motors.
HPCL in one of the investors in the EV subsidiary
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Accelerated depreciation provides cash flow cushion by deferring the cash flow for taxation
Margins have been high and consistent
Guiding the AMC business to 1cr per day from 2027, thats 365 cr PBT without much costs
Trading at a forward PE of 12
What are we missing?
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@microbetsindia
@rajendray
@abhi16446
@Aditya_joshi12
@AdeptMarket
Whereas bio diesel blending requires no engine modification and the technology is proven with a track record.
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Not expecting a bumper result from Kotyark. Don't think the LOIs have flown in...no disclosures on NSE regarding them...let's hope for the best and prepare for the worst!!
#kotyark
#investing
#wealth
#Multibagger
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Kotyark & Yamuna Bio received orders worth INR 540cr. Another similar sized orders expected from the balance tender requirement.
#StocksInFocus
#stockstowatch
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Recently there were some speculations about a certain company regarding raw material sourcing and factory been shut whose results are due next weekend. So we dig deeper and tried to find out through our sources from the industry about raw materials -
⬇️⬇️⬇️
#sme
#biodiesel
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With dental market being so expensive I think prevest can hold on to its margin...only concern is the rate of growth here...any disappointment and it will fall at these valuations..
#prevestdenpro
#investing
#wealth
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Latest bet
#cosmiccrf
... Playing titagarh wagons indirectly...
#titagarh
TWL was a 3 bagger for me and became a little expensive for me but seeing the potential decided to continue playing it through cosmic.
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