Stock more than doubles from 94 which was listing day price . Exactly 2 months from listing .

Markets have been too kind 🙏🏽🙏🏽

Just choose ur horse 🐎…. Capex of 40 lac crore can be witnessed in power transmission by 2050 given the energy demands.

Best part is that everyone wins …

Huge tailwinds could be seen in water , wastewater and sewage treatment sector ...Resource allocation is only going to increase YOY.

Source : Fortune India

Link : fortuneindia.com/long-reads/the…

Doubles in 2 months. Management guidance is 400 cr topline FY25 excluding any defence orders. Long way to go !!

I think “earning power” as a concept is beautifully illustrated in a very suttle manner in Sajal sir’s book “Framing Business Uncertainty” . Worth every minute of reading 😃😃

Unseen Value (Sajal Kapoor)

Point to note that the volumes of a commercially launched molecules gains significantly traction typically after 3-4 years . This is generally when a second supplier is added by the innovator .

Neuland has qualified as second supplier to 2 molecules in CMS.

I am trying to…

Few points to be added :

1) Currently projects in bidding is 700cr

2) Maximum bid size eligibility for single project currently : 250 cr

3) Guidnace to grow 50% YOY.

4) Vision to grow to 1000 cr turnover in 3 years .

5) Higher margins than industry due to owned vehicles…

Pratham double in less than 10 days .

Feeling 🍀 lucky as for me it was FY25 -FY26 play with that order book.

Topline Gudiance was 135 cr for FY25 / 200 for FY 26

Market has its own way .

New learnings everyday .

#SMEs

AVP Infracon

Mcap: 170cr

Few notes 👇

Company has few good positives like the inhouse machinery and logistcis which differentiates it.

Valuations are lucrative and comfortable.

Few negatives as highlighted

Decision to invest is one’s own choice here .

#SMEs

Neuland Labs is a perfect example of how operating leverage can give you a J curve growth.

Next in line is Laurus to demonstrate that . Check the gross block of Laurus to have an idea of the same .

#Neuland

Delivery of new vessel as stated RHP.

Stock hits 20% at 198.

Lates on Venus Pipes :

Getting into Titanium pipes which has its usage in nuclear and power .

#NuclearWar

One needs to point blank give it a second thought that Neuland Labs have 22% of the total employees in the R&D team. 345 and growing …. Goldman just digested that with a buy TP

Updation about the same order confirmation and stock hits UC at 136 . Same order was anticipated as disclosed in RHP .

Yash Optics and Lens

Make in India , Make for the World

Company is raising funds to backward integrate and expand capacities .

PAT margins at 20% which are bound to improve going forward.

Few Notes 👇

#SMEs #EclipseSolar2024

Naman InStore

Classic case of promoters milking the company. View is personal .

Not invested nor intend to invest .

Few notes 👇

#SME

Unexecuted order book at 400 cr .

Order worth 80 cr won after IPO

Expects to do 210-225 cr topline in FY24 with similar margins .

40% order book from O&G sector

#SMEs