Vinod
@svinod_kumar
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Breakout Stocks | Growth Investing, uncovering hidden insights on stocks ✍️
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#ปิ่นภักดิ์EP10
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TLP THE SECRET OF RING
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凱旋門賞
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HUNTER×HUNTER
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Jets
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Vikings
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Brighton
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Pinned Tweet
Covered few textiles stocks ⬇️
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Best stocks to invest are simple to understand & earning triggers are easier to identify.
Sample this:
An auto major has 170k+ open bookings.
Their leading model has 78k+ open bookings.
Waiting time > 12 months. Yet only 10% of bookings are cancelled.
#MahindraandMahindra
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50
2K
Investor Manoj Agarwal bought BEW Engineering
60000 shares @ Rs. 133.95 on 16Sep21
Topup 60000 @ Rs 250.95 on 01Oct2021
BEW Engineering CMP 1513 ⏩️ >10X returns
Still Holds 3.3% in BEW
Bought Jeena Sikho 80000 @ 170 on 19Apr22
CMP 1020
What a multibagger journey 👏
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Solar Roof has emerged as a big theme
☀️ Visaka Industries is one of the players to watch out
Why?
👉 Vamsi Gaddam , the joint MD of Visaka Industries : THE SUSTAINABILITY LEADER and
Visaka Industries - Sustainability products POWERHOUSE 🔰
1️⃣ GroundBreaking achievement of
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466
Why do Som Distilleries Promoters keep buying their shares?
Here's the answer⬇️
#Big
statement from JK Arora, MD of SDBL :
🥳 Som Distilleries aims 10X Revenue Growth In 5-6 Years
"If we look at it from a beverage 🍺 industry perspective, the industry is to reach a level of
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📢
#BigNews
Tesla to source auto parts worth $1.7-$1.9 billion from India this year
Which Indian auto component suppliers could benefit? ⬇️
SUNDARAM FASTENERS supplies rotator caps, bevel gears and surge tank caps to Tesla
Suprajit Engineering acquired Light Duty Cables (LDC)
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First look of Vande Bharat Sleeper coaches is 🔥
Vande Bharat sleeper train will have 857 berths ~ 823 for passengers and 34 for staff, with each coach having a mini pantry
These sleeper trains are being manufactured by a consortium of India’s Rail Vikas Nigam Limited (RVNL)
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PAKKA ltd, with Mcap of 700cr is going international by investing 2000cr in Sugarcane rich Guatemala , Central America
Mexico has been trending as the preferred near-shore manufacturing destination to capture US MARKET
🔥Lookout for companies like Pakka ltd, Natural Capsules
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Which Retail store is this?
In Ahmedabad,
family members of Adani, Zydus Lifesciences, Parthiv Patel are their loyal customers
In Vadodara,
Kiran More, Nayan Mongia, Irfan Pathan are too
In Udaipur, Prince of Mewar and Princess of Jodhpur are their esteemed customers
⬇️🧵
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JCB India said Excavator market to see 4x growth
🔰
ACE ,Sanghvi Movers and Elecon Engineering says
it's time for a 'lift-off' 🏗️
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#BulkDeals
ASHISH CHUGH
Bought 100,000 shares of Kothari Fermentation & Biochem @ 67
Read an interesting article:
Kothari could be a proxy to plant based meat or proteins
➡️ Kothari Fermentation entered into an agreement with NextFerm, an innovative Israeli Foodtech that
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Kaynes Technology is expected to grow at 40% CAGR for next few years, and is taking all right steps to achieve that
Kayne signs MoU with Karnataka Govt for an investment of Rs 3,750 crore in
#NammaMysuru
for
Semiconductor Assembly & Testing (OSAT) facility and Printed Circuit
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Shipping Ministry mulls ₹11,000cr PLI scheme for standard container making
👉
#JupiterWagons
🚆
In the last 24 Months of Operations, Jupiter Wagons has established itself as Market Leader in Specialised Container manufacturer
#JupiterWagons
has entered strategic manufacturing
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Madhusudhan Kela in Q4 concall of Techno Electric was one of the major highlights
Strong Management guidance
FY25 Rev of 2500cr and EPS 35
FY26 Rev of 3500cr and EPS 50
Hence Techno Electric is trading at reasonable valuation of forward PE @ 21
Data center Rev starts in FY27
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JNK India is a good IPO
Expertise in Niche segment with strong entry barrier - Heat equipments
27% market share
Expanding into Renewable energy - Mainly Green Hydrogen
FY21-23 Revenue CAGR - 71% 💥
Strong Return Ratios
FY23 ROCE - 57 , ROE - 47
Institutions💚 such stocks
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Macpower CNC management gave very bullish guidance in Arihant capital's Bharat conference
Macpower plans to add 2000 machines every year to reach 10000 machines capacity in few years
From Next quarter, it aims to optimally utilize 2000 machines capacity
Demand is driven by
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AXIS Small cap fund bought 26 lakh shares of
#anantraj
at 368/sh.
Data center theme has caught the attention of mutual funds
Funds will start chasing
#technoElectric
next when it announces partnership for Chennai DC
DataCentre Target⬇️
AnantRaj 307MW
TechnoElectric 250MW
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Knowledge Marine & Engineering Works ltd (SME)
Result JUST AMAZING🔥
EPS H1 FY23 22.6 vs 15.7 H2 vs 3.3 H1Fy22
EBITDA to Cashflow 75% vs 105% QoQ
Pref issue(1.85%) to Mr.Ashish Kacholia at 700
Wanna know more on KMEW, how they gained MOAT in this biz is aweinspiring!!🧵
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SealMatic wants to be one among top3 mechanical seal Co in an industry dominated by 3 MNCs
Krishca strapping wants to do the same in straps dominated by 3 MNCs
This is the new emerging theme of Indian Cos snatching market share in Small niche market from MNCs
#MakeInIndia
💪
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Wagon Manufacturers
Titagarh Rail Systems
Texmaco
Are having a good run lately
Did you know a common supplier to both went up 44% last week?
COSMIC CRF
supplies cold-rolled stainless sections to both
As Tailwinds are great, Cosmic is Doubling capacity that goes live in Sep24
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Green Ships or Vessels is the next big theme 🧩
There is a BIG opportunity in electric vessels segment from Europe as 2500 vessels are scheduled to be replaced with green vessels as per European Union Emission trading System (EU ETS) scheme
Cochin Shipyard has a head start 🚢
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One major difference between Jyoti CNC and Macpower CNC is the focus of Jyoti CNC towards EMS industry
Macpower has more focus towards Aero & Defence
Jyoti power is planning to increase revenue (12.5%) from EMS to larger share from FY25
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Kaynes Technology is making waves in 🇮🇳 Seminconductor space
After Karnataka, Now OSAT facility in Telangana
💥Kaynes technology to invest 2800cr to setup Semiconductor OSAT and Compound Semiconductor facility in Telangana
Kaynes Technology has provided more info on its
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Anant Raj ltd to invest Rs 10000cr for 300 MW Data Center
What differentiates
#AnantRaj
from others ??
A megawatt of data center capacity costs ₹55-60 cr
💥However, Anant Raj is doing it at ₹25 cr per MW, leveraging its long-held land and existing building structures
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INDIABULLS HOUSING has applied to RBI for name change and certificate of Registration. Also for converting housing into NBFC from HOUSING FINANCE CO - ET NOW
Indiabulls Housing Finance repaid Rs 2,232 cr, clears all $3-billion ECBs
Lots of +ve news flow but exercise some caution
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Blockbuster Result of the day⚡️
Eimco Elecon
#Q4FY23
Rev: 64 vs 36 Cr
EPS: 16.94 vs 3.78 YoY vs 8.48 QoQ
Forward PE : single digit!
Did you know its fortunes are linked to Coal India?
Something big is happening !!
Insider scoop on Eimco Elecon ⬇️
*If useful, please share!!
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#BulkDeal
Ashish Chugh enters GG automotive gears
May be A proxy to railways theme as it derives majority of its revenues from railways
Has diversified into earth moving equipment market
Uptick in revenue can be seen in the last 2 years
Mcap 32cr!!
D: No recco!!
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Dynamic Services & Security Ltd
🔆A 246cr mcap Co wins 725cr work order of Solar pv projects to be executed in 18 months
A total of 150 MW Solar PV projects spread in multiple locations, each in the sizes between 3 MW to 10 MW in different districts of the state Maharashtra
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CG Power & Industrial Solutions Ltd
One of the huge multibaggers in this bull run,
Yet remains strong closer to highs 💪
Power
Transformers
Railways
EV
Semiconductor - It has presence across strong sectors
Coupled with capex, Powerful rally to continue for CG power
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India's
#Spaceeconomy
is expected to grow from
$8 Billion to $44 Billion in 2033
Exports to grow from
$0.3 Billion to $11 Billion 😮
Private space is picking up, but currently growth is driven mainly by ISRO
Who are all part of ISRO enabled ecosystem ? 📷
Avantel
Astra
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Forget SVB, one sector was a money spinner on friday🧶
#DYK
that the recent earthquake in Turkey has caused a major impact on the
#spinningmills
in the Gaziantep region?
As a result,Turkish garment industry is seeking new sources of
#yarn
, with India being a potential option🎯
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Marksans Pharma promoters have been buying continuously!!
Here's why ⬇️
⚡️Triggers
-Backward integration to up margin by 500bps
-Doubling 🇮🇳 manufacturing capacity
-70+ products pipeline for next 3 years
- Raised 372cr through preferential shares at 74 for future growth
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Motilal Oswal Microcap Index fund
Few interesting stocks in the top 10 holdings
Ion Exchange
Ramakrishna Forgings
Usha Martin
are having good business and earnings momemtum
Surprised to see Reliance power and Infra
Microcap is the new trend
These Might see inst. inflow!!
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Is this the reason for fall in Balu Forge, Gensol and Servotech Power??
ED zeroes in on Dubai-based operator-cum-FPI in MOB case; freezes Rs 581 cr of shares
Zenith Multi Trading DMCC, one of the companies promoted by Tibrewal, owns stakes in companies like Servotech Power
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Moschip Technologies Ltd what a run from 150 to 296🔥
The downfall on election results day gave a good opportunity to add onto Moschip
Our premium subscribers, sitting on ~2X profit from this semiconductor multibagger
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HBL Power
Transition from Low-Margin Industrial batteries to high-Margin specialized batteries in progress for ⤵️
🔸️Railways ( Kavach)
🔸️Defence
🔸️E-Trucks
#HBLPOWER
Invested 150cr in Defence Imaging firm Tonbo
Growth *⬆️ Margin = Multibagger
Triggers ✅️Execution ⁉️
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Bulk deal 🎁
Geekay Wires
Pratyush Mittal of screener fame bought 54,232 shares @ Rs.69.52
Geekay Wires is into manufacturing of niche quality Galvanized Steel Wires and Nails
✳️They plan to foray into logistics service.
🛑 2 compliance officers resigned in past 3 months
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Happy Doctor's Day 🙏
Vasa Denticity Ltd.
Ashish Kacholia bought 439000 shares at Rs. 302
Here is the story another dental Co, the first firm from Jammu & Kashmir to list on BSE SME 🫡
Prevest Denpro is India's largest Dental Materials manufacturer
#PrevestDenpro
🧵
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Textile stocks - Welspun Living, Himatsingka siede, IndoCount, Trident to benefit as govt waives import duty
Export players to benefit more 💥
The government's decision to waive import duty specifically applies to extra-long staple (ELS) variety cotton, which includes premium
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Schneider Electric Infrastructure
The one thing I look forward to every quarter is the MARKET OUTLOOK slide of Schneider Electric Infra
It provides a wealth of info on trends across INFRA related sectors and very useful
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OPTIEMUS INFRACOM forays into Drone manufacturing for Indian and global markets
#Optiemus
will be investing ₹250 Million in Optiemus Unmanned Systems (OUS) – a new division
Drone manufacturing in India could be worth $ 4.2 Billion by 2025, growing to $23 Billion by 2030
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HDFC Report on chemicals indicates CDMO playerz are going to benefit the most in chemical sector
👉Innovators are reluctant to give business to Chinese vendors in CDMO as they have a history of crashing prices
The CDMO business is an opportunity for every Indian chemical company
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Mohini health & Hygiene ltd (SME) schedules one-to-one meeting with Ayush Agarwal from Mittal Analytics (Screener)
MHHL has been elected under the textile PLI Scheme
✨️It plans to invest Rs 200Cr in the technical textile segment
#GrowthPlay
as FY23 Revenue is 185cr
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Attending SOIC's agrochemicals Webinar.His teaching is so good that by end of webinar,all will be agrochemicals experts
Domain knowledge was a moat for industry specific investors now
@ishmohit1
is taking away that too
The way he is going,paisa banana mushkil hoga for others😉
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Power Stocks
Powerful results💥
Shilchar Technologies
Rev up 78% yoy
EPS 32 vs 24 yoy
STL manufactures distribution transformers ranging from 5 KVA to 3,000 KVA and power transformers from 3,000 KVA to 50,000 KVA
Exports revenue ↗️
Domestic, Solar & wind contributes ~60%
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💧VA Tech Wabag sees BIG opportunities as a Pure-Water supply Partner in the Green Hydrogen and Semiconductor space
#WaterTreatment
theme
🔋 In Hydrogen production, clean water is vital. Impure water can scale electrodes, reducing efficiency
👉
#Wabag
to play a big role in
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DCX joins EMS Bull Bandwagon!!
Management confirmed that Raneal advanced systems will start operations from July
Printed Circuit Board Assembly (PCBA) will be made in Raneal enabling Backward integration for DCX
For context, 800cr out of 1200cr sales is spent on PCBA!!
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Taylor Made Renewables ( SME)
MCAP 40cr
💥Wins orders worth 11cr
⚡️Developed Innovative TRL-RAINTM (patented) technology - a process which removes Salt and other Chemicals (impurities) from the water resulting in fresh water.
Won FICCI Award too!!
#waterTreatmentTheme
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Happy to see Quant Mutual Fund subscribing big in my diwali pick - Swan Energy
Issue price at 670
CMP 750
Many growth triggers ahead for
#SwanEnergy
Reliance Naval alone could get big
Quant MF knows how to position big for higher returns
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In Netweb Technologies' concall, investors are only worried about why they are not growing more than 35%
Meanwhile, Netweb management convincing them that growing at 30-35% is no mean feat 😀
Bull market expectations for sunrise sector is crazy high!
No room for disappointment
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Sika Interplant Systems
FY23 Rev - 60cr
FY24 NEW orders - 150cr ✈️
Aerospace & Defense sector tailwinds flowing to Sika
Sika doesn't do run-of-the-mill bulk orders but takes up highMargin Build2Spec value-add projects >>150cr orderbook is significant 🛫
Commercial Aviation
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Welspun India
Ventura Securities has a bull case FY26 target of Rs328 per share 😳
#WelspunIndia
CMP 125, so ~2.6X target
Based on historical valuations of 15PE , target is Rs.218 🎯 Looks reasonable
GokalDas Exports has led the rally.
Many will follow
👁 👉Welspun India
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Lokesh Machines is making inroads in small arms:
It's the first indigenous mini machine gun – ‘9mm Machine Pistol’ manufacturer
#LOKESHMACHINES
has formed a new division for manufacturing defence & aerospace components by investing ₹100cr in a greenfield facility in Hyderabad
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Mathew Cyriac to subscribe for 3.96 cr in Praxis Home Retail Ltd at a fully paid-up price of 15.60
CMP 13.9
Praxis owns Hometown and homecentre brands
Future group issues has affected Praxis too
May be a turnaround bet as the co has not posted profits before!!
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Inox Wind has raised its execution target to 800 MW for the current financial year and 1,200 MW for the next financial year.
This compares with the 500 MW-600 MW target stated by the company in its quarterly earnings call. The company will heavily focus on profitability
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Equity Intelligence of Porinju Veliyath buys 827200 shares of Gati
Whoever designed the latest Gati2.0 presentation deserves a raise!!
It is Full of insights
creates immediate impact 👍
Another trigger is appointment of Rajesh Gowrinath as VP– Sales to accelerate profitable
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Big Guidance by MPS Ltd
Our focus is now on Supercharging Scale in the execution of Going Gestalt. Surpassing a Revenue of INR 1,500 crore by FY28 is a milestone that we will comfortably achieve
For context, FY23 rev is 500cr
Expected FY28 rev is 3X of FY23 rev
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India’s inland waterways set to spark with 300-400 electric vessels in next 5 years 🚢
#Cochinshipyard
#MazagonDock
India’s Ministry of Ports, Shipping and Waterways (MoPSW) will invest ₹45,000 crore for the development of river cruise tourism in the country
👉₹35,000 cr of
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Diagnostic stocks have been hit hard lately.Why?
Too many new entrants, more competition & price war.
Is there a silver lining somewhere?
More the healthcare sector expands more the business to whom? May be a labware supplier??
I think so & that's why I like Tarsons Products🧵
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Great news for RIR power🔋
#semiconductor
US-based Silicon Power Group has plans to set up a 150mm carbide manufacturing facility in Odisha The cost of the project is
Rs 1,000 cr
The investment will be made by the group's Indian subsidiary,
RIR Power Electronics
Carbide?? 📷
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Malabar fund going full throttle in AurionPro
Aurion pro has approved issue of 3,00,000 shares, each at INR 880/sh aggregating to INR 26,40,00,000 ~26cr
And
5,00,000 warrants, each carrying a right to subscribe to 1 (one) at exercise price of INR 880/sh aggregating to 44cr
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MALABAR INDIA FUND one of the respected fund house, enters AurionPro
#AurionPro
Bought
263,237 shares @ Rs.880.23
Cc :
@aditya942000
I discovered it early, and now a big fund buying it enhances belief in my investment thesis
A great confidence booster!!
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Coal India Limited to phase out imports of heavy earth-moving machinery (HEMM) and underground mining equipment over the next six years
Big advantage to
#EimcoElecon
Identified this theme and wrote a thread when Eimco Elecon was trading around 500
CMP 1448 ~3X returns 🚀
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What timing by Mr. Nirmal Jain!!
Bought 15000 shares of International Combustion yesterday
Today Intl. Combustion india has announced blockbuster results 🔥
EPS 23.93 vs 1.07 YoY
Previous 2 quarter EPS - 14.57 and 14.22👍
CMP 808
Material handling division did well
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India plans to triple underground coal mining to meet energy demand 💥
🎯EIMCO Elecon has a monopoly in Underground coal mining equipment ⬇️
Business:
Eimco Elecon has a near monopoly in the underground coal mining equipment industry in India, with healthy market share backed by an extensive after-sales service network
🔸Long standing relations with Coal India (CIL) & The Singareni Collieries Company Ltd. (SCCL)
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Natural Capsules is such a wonderful transformation story!!
Missed the multibagger journey even though I noticed it below 100 due to lack of info!!
Was checking who rode it??
An interesting name came up
India Equity Fund 1
Look at the holdings:
Risky bets, but
#impressive
4
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Has Byjus downfall opened up big opportunities for EdTraining stocks?
MATHEW CYRIAC certainly thinks so
Buys 1,035,000 shares of CL Educate @ Rs.88.01
#BulkDeal
Also, NIIT Learnings systems is up >30% in past few weeks
Keep an eye on Global education and Addictive learning
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♻️
#Recycling
theme doing well
Pondy Oxides & Chemicals Ltd picked as a part of the recycling theme in the weekly newsletter broke out into new highs .
🌱POCL was up 12% today
Discover stocks before they take off through our weekly Best Breakout stocks newsletter
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EMS sector is enjoying strong sector tailwinds
EMS stocks are having electrifying run this year
Sharing some insights on EMS sector
Indian EMS sector is expected to grow at CAGR of 32.5% ( FY22 - FY27E)
Contract manufacturing - 80%, ODM -20%
But most are shifting to ODM
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22
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Indian Infra reaching the sky 🇮🇳
NCC Limited has received 3 orders worth 4205 Cr (Excluding GST) in the month of September'2023.
Out of them, one order of 819.20 Crores is related to
#Water
Division, 173.19 Crores is related to
#Electrical
Division and third order of 3213.55
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Jupiter Wagons is not only a major Wagon player but
a leader in Marine Containers and
an emerging player in E-LCVs
Containers is an
#ImportSubstitution
play with a large growing TAM
#JupiterWagons
supplies ISO Marine Containers to global &🇮🇳customers
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Does Parag Milk Foods' partnership with BCG holds any significance?
As an investor, I was of the opinion that strategic advice from consulting groups is a non-material event
BUT, Linc Ltd changed that perception
Let me share my learnings ⬇️
What does PMFL hopes to achieve
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TAM for Zaggle is huge
Happy to see Zaggle acquire new clients on daily basis these days
#Thesis
A Fintech once it gets accepted , starts scaling at a faster rate and customers tend to be sticky
Add TAM and multiply operating leverage gains
Lots of triggers yet to play out
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Prashant Jain, the former MD and CEO of JSW Energy, has bought 1.89% stake in Coffee Day Enterprises
I don't have any view on the stock, but I want "The Coffee Day" brand to survive
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NVIDIA Q3 Insane Numbers
Revenue $18.1 BILLION vs $5.9B ⬆️ 206% YoY
Net Profit $10 BILLION 😮
UP 588% YoY FROM $1.4 BILLION
57% profit margin
#Crazy
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Nikhil Kamath and Nithin Kamath invests upto 100cr in Nazara Tech
They will own 2.67% in
#Nazara
E-Gaming is still in nascent stage in India
Endorsement by Kamath Brothers will give a good fillip to the gaming industry
My Nazara 👁 is on another gaming co - Onmobile global 🎮
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BLUSMART clocks FY24 revenue of 390cr with an EV Fleet of 7000
WTiCabs likely to clock FY24 revenue of 400cr with an overall fleet of 7000
BLUSMART was last valued at $250M i.e ~4X sales
WTICABS is valued at 1.5X of est FY24 sales growing at 30%
#undervalued
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Cybersecurity is a major investing theme globally
But, not many listed Indian stocks are available to invest
This is what makes today's update from Black Box Ltd highly significant
👉
#BlackBox
Cybersecurity Wins 17 New Marquee US Customers, Including a Fortune 500 Client
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Defense ministry approves 9000 rockets for Pinaka weapon system 🚀
EEL, subsidiary of Solar Industries, has emerged as the lowest bidder and likely to get 60% of the order valued at 2800cr 💥
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Reliance launched Jiobook an affordable line up of laptops 2 days ago
Today
India has restricted imports of laptops, tablets ,personal computers and servers with immediate effect
Another brand Primebook offers laptops in the similar price band as Jio
Who manufactures those?
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GHCL Textiles was one of the stock picks in TIA event
Interesting insights from the concall
#DoubleRevenue
🔶️Gradually increase the spindle by around 1.5 times. Vision is to double revenue in the next 3-5 years and maintain an average of 18%-20% EBITDA margin.
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Did you miss multibagger run in Praj Industries as a proxy to India's ethanol theme?
I did
But now
#PrajIndustries
is emerging as Global Biofuel play
Global Biofuel alliance announced in
#G20Bharat2023
is going to accelerate international earnings for Praj
SAF is a huge
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Think Equity
Think Motilal Oswal
Today,
Motilal Oswal thinks big of Indian Financial sector
Motilal Oswal Fund buys 400000 shares of Paytm at 895.2
(What a turnaround in Paytm 👏)
Motilal Oswal Mutual Fund bought 3.72 crore shares of Jio Financial at Rs.202
On another note,
3
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One good product can turn a stock into a multibagger
Indri-Trini 🥃 has brought huge fortunes for Piccadilly Agro
🥳It's the first single malt to cross 1 lakh cases mark within 2 years of launch
Much bigger brand in the making than I initially thought. Cheers
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Sachin Tendulkar scores Multibagger returns in Azad Engineering in few months
Sachin Tendulkar invested 5cr in Azad Engineering in March
At the higher end of IPO,
Sachin's 5cr to turn into 23cr 🫡
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Swan Energy Pre-pays Rs. 300 crore debt for its Floating Storage and Regasification Unit (FSRU) Project
Reliance Naval payment and now prepayment of debt
One after another positive events lining up for Swan Energy ✨️
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Special situation in Tinna Trade ltd
To acquire Fratelli Wines Pvt ltd through share swap for a total consideration of 222cr
FWP is the second big player after Sula Vineyards
Gaurav Sekhri is the promoter of Tinna Rubber too
Fratelli means Brothers
Fratelli Wines was
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⚡️Exicom Tele systems Ltd - A stock to watch out as it is powered by sector tailwinds
IPO timing🎯
HFCL has a 7.74% stake in the firm
Exicom Tele-Systems operates in 2 sunrise verticals – Electrical vehicle supply equipment and Critical power
Electrical Charging Infra - Proxy
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Agarwal Industrial Corporation on the verge of multi-year breakout
India's largest Bitumen company in private sector
Proxy to Road infra
Large quantum of repair & maintenance causing demand and recession free growth momentum
What's driving ROCE? ⬇️
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Nikhil Kamath picks up 7% stake in subsidiary for Rs 166 cr
had acquired RDC Concrete for $90 million in Sep2021 and has since expanded to 100 plants
Shalimar Paints could see a similar turnaround under
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@abhymurarka
1. Cerebra Integrated technologies Ltd
2. Eco Recycling ltd
3. Gravita India Ltd
Disc: Not a recco. Invest at your own discretion
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WTI Cabs
#Stellar
Results yoy
Rev 410cr vs 250cr yoy
PBT 31cr vs 14cr yoy
EV to drive future growth
WTI cabs have delivered > 60% yoy growth while they aim for steady 30% growth
At CMP 242, trading at reasonable PE of 19 and PEG < 1
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Affordable Robotic & Automation Ltd
Baap of all the revenue guidance I have seen so far!!
From $14Mn in FY23 to $693M in 2028
50X revenue in 5 years 🫣
EBITDA to jump from mere 9% to 32%
Affordable Robotic is strictly for those who can afford the risks 💵
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Techno Electric & Engineering has bagged new EPC Orders worth Rs 4063 crores
This is BIG as the Orderbook at the end of Q3 was 5441cr
Orders by segment to be executed in 24-36months 🔽
Transmission – Rs. 2,201 Crores
Distribution – Rs. 1,862 Crores
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Semiconductor Tailwinds has started to playout for Moschip Technologies ltd
The last 3 quarters have been on an increasing trend
Q2Fy24 results
Rev 72 vs 49 up 46% yoy
EBIDTA 11cr vs 6.57 cr to Rs.11 cr up 68%
PAT 3.63 vs 1.24 cr up 3X
Seminconductor sales are expected to
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Want to Know Which EMS Companies Deliver Superior Margins? ⤵️
Those EMS cos that have concentrated on Low Volume High Margin application segments like auto, industrial, medical
💥Kaynes Tech is the leader in LVMH
👉SYRMA, Centum Electronics, CyientDLM, and Avalon Technologies
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Arbitrage returns from the merger of Inox Wind Energy Ltd with
Inox Wind ltd ⬇️
Point is Those who bought for arbitrage benefits are sitting on multibagger returns.
Investing is a blessing if invested in a sector with strong tailwinds
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Som distilleries at peak utilization can do revenue of 1300cr
Current Rev 700cr
MCap 900cr
#Triggers
💠Hassan plant capacity to be doubled by Q1Fy24
🔹️Entering UP next year
🔸️Woodpecker to be marketed aggressively
Bulk of 🍺 growth coming from PowerCool and Blackfort
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