QLL is no brainer after aquiring ITCL which itself has a reveneus of approx 35 cr for last year . All redflags highlighted below seems to be addressed very efficiently by management . No issue of RPTs now. x.com/rahularya7/sta… #SMEs #QLL

Jay Bee Laminations 👉 Capacity to increase from 11k MT to 19k MT pa. Unit to commence soon. 👉Expecting approval from Powergrid for the 400KV to 765 KV segment in near future which will entitle it to work for BHEL unit 2. 👉Top class promoter quality in a segment which has

Nearly 50 % when this was posted 3 months back. Peaceful and steady . Portfolio stock . Expecting good results too !! #SMEs #betadrugs

Vilas vs Jay Bee Please make a informed decision yourself . Notes for both in links 🔗 below 👇 Jay Bee : x.com/rahularya7/sta… Vilas : x.com/rahularya7/sta… #SMEs #jaybee #vilastranscore #IPO

Superb write up and brilliant perspective by Guna sir. A must read 👇👇

Both Portfolio companies on a hiring spree !! Need not elaborate more for what is in store !! Good times ahead . Need to give time to PF companies to deliver …. Know what you hold and why you hold 🙌🏼 #SMEs #AVP #sathlokhar

Namo E-Waste 👉 Raising money for capex - new plant at Nashik and working capital 👉 Gross block increased from 9 to 24 cr which is inline with topline increase from FY 23 to 24 😏 Cannot be compared to Eco-Reco from any angle . Margin profiles have huge difference due to

Vision Infra : 👉Proxy to the road construction sector. Provides heavy road quipments on rent to big infra players 👉Big issue size of 106 cr to purchase new machines and WC 😏 Debt on a higher side due to nature of business . Significant RPTs too Estimated to trade at 11x

SUNITA Tools : "Chala to Chaand🌙Tak" : As quoted by a legendary investor . A category of stocks which "if" clicks have no limits in terms of wealth creation. #SMEs #SunitaTools

Vilas Transcore : Vilas venturing into nanocrystalline cores of transformers which is mostly imported from China . Capacity expansion + New offerings + Exports to aid 🚀🚀🚀 #SMEs #vilastranscore #Transformers Please read below :

Defense opportunity at a glance : Production estimated to go 4x in 5 years and exports to rise nearly 2x from FY24 base. #defense

Telecom : Structural demand of large bandwidth and ultra low latency & 5G To fulfil this demand , 65% of the telecom towers need to be fiberized in India. Period. #telecom

Backbone Thesis of my portfolio companies : 👇 “Trust the process”

Trafiksol : A promoter play company 👉Commendable PAT margins and improving EBITA for last 3 years 👉Defense project for Navy last year contributed 33% to topline. Need to see if traction can be maintained. 😏Low promoter holding , receivables and Related party

Point blank …. 🔫

INNOMET : 👌 Company with niche capabilities and with excellent futuristic scope 👌 Superb board of directors . 😏 Stagnancy in revenues seen. IPO Issue expenses at 12% . Low promoter holding 🙄 At 90% upside will list at 100x FY 24 but estimated at 35x -37x FY 25 🤗 My

Summarises lot of things in a nutshell....worth a bookmark for reference . #biofuels

OSEL Devices Limited IPO : Looks more of an assembling and testing company rather than a core manufacturer. Check below👇 Just a view. Have the right to be wrong. #IPOListing #IPO #OSEL