The Equity Monk Suraj (@theequitymonk) 's Twitter Profile
The Equity Monk Suraj

@theequitymonk

Exploring deep value in microcaps. Not SEBI Regd.

ID: 1685567274546245633

calendar_today30-07-2023 08:25:55

679 Tweet

5,5K Followers

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C2C Advanced System – FY25: 🟢PAT: ₹29Cr vs ₹12.4Cr (FY24) — 2.3x growth 💰 🔴Trade Receivables: ₹110Cr vs ₹42.7Cr — 2.6x jump 📈 🤯CFO: -₹115Cr 😅 🤣Revenue ~3x, but cash? Vanished into receivables! 🫠 “Growth” bhi ek art hai —someone’s pushing paper, not real performance

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Stop Comparing Microcaps to Giants: The C2C Illusion🔴 First of all, let’s get one thing straight — stop comparing a ₹750Cr market cap SME company with a ₹16,000Cr largecap player. The scale, credibility, and institutional depth are poles apart. We’ve all seen the FY25

Stop Comparing Microcaps to Giants: The C2C Illusion🔴

First of all, let’s get one thing straight — stop comparing a ₹750Cr market cap SME company with a ₹16,000Cr largecap player. The scale, credibility, and institutional depth are poles apart.

We’ve all seen the FY25
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☀️ ORIANA POWER – Concall: 🔹 FY26 Revenue Target: ₹2,000 – ₹2,500Cr 🔹 Margins: Will be maintained at current levels 🔹 PAT Guidance (FY26): ₹320 – ₹400 Cr 🔹 Current Order Book: ₹2,500Cr #OrianaPower #Oriana #SME

☀️ ORIANA POWER – Concall:
🔹 FY26 Revenue Target: ₹2,000 – ₹2,500Cr
🔹 Margins: Will be maintained at current levels
🔹 PAT Guidance (FY26): ₹320 – ₹400 Cr
🔹 Current Order Book: ₹2,500Cr

#OrianaPower #Oriana #SME
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In 2010, two logistics veterans started a company with one goal: 📦 To simplify Indian freight. Today, it’s a ₹196Cr revenue machine. Here’s why BLUE WATER LOGISTICS might be the dark horse🐎🧵 1️⃣India’s logistics space is broken. Unorganized players = inefficiency, delays, and

In 2010, two logistics veterans started a company with one goal: 📦 To simplify Indian freight.
Today, it’s a ₹196Cr revenue machine. Here’s why BLUE WATER LOGISTICS might be the dark horse🐎🧵

1️⃣India’s logistics space is broken.
Unorganized players = inefficiency, delays, and
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#BluewaterLogistics — Silent Mover, Solid Gainer🚀 After a muted listing — from ₹135 to ₹178 in just a week — that’s a clean 30% return without the noise. No buzz. No big narratives. Just strong hands, steady accumulation, and silent conviction. Trust the process. Value always

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#ZTECH on fire! 🔥 While many panicked over the pre-IPO unlock, the stock surprised with 3 straight UCs. Backed by solid leadership, sharp execution, and blockbuster FY25 numbers — it’s a breakout in full swing! 💥

#ZTECH on fire! 🔥
While many panicked over the pre-IPO unlock, the stock surprised with 3 straight UCs.
Backed by solid leadership, sharp execution, and blockbuster FY25 numbers — it’s a breakout in full swing! 💥
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Took my first baby step into the unlisted space 1.5 years ago—picked up just 35 shares of IMAGINE MARKETING (boAt boAt) as a test drive. Fast forward to today, I’ve fully exited with an 88% gain. A small move, but a rewarding and eye-opening experience! Grateful to

Took my first baby step into the unlisted space 1.5 years ago—picked up just 35 shares of IMAGINE MARKETING (boAt <a href="/RockWithboAt/">boAt</a>) as a test drive.
Fast forward to today, I’ve fully exited with an 88% gain.
A small move, but a rewarding and eye-opening experience!

Grateful to
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ABS MARINE secures major ₹178Cr contract from Schlumberger Asia💥, long-term growth on track 🚢 #ABSMarine #ABSMarineServices

ABS MARINE secures major ₹178Cr contract from Schlumberger Asia💥, long-term growth on track 🚢

#ABSMarine #ABSMarineServices
RajStockWatch (@rajstockwatch) 's Twitter Profile Photo

TEERTH GOPICON. This is the one that has been cancelled. (Image) Rs.196Cr gone due to BG issue. Would more cancellations happen?

TEERTH GOPICON.   This is the one that has been cancelled.  (Image)  Rs.196Cr gone due to BG issue.    
Would more cancellations happen?
RajStockWatch (@rajstockwatch) 's Twitter Profile Photo

TEERTH GOPICON. So far, two have been terminated. Rs.196Cr Garoli Project and Rs.616Cr Karanjiya Project. Wait...... 162Cr Sanaudha 1 project could be the third, one to be hit. Feel it will be extremely difficult for company to wriggle out, without damaging ongoing

TEERTH GOPICON. So far, two have been terminated. Rs.196Cr Garoli Project and Rs.616Cr Karanjiya Project.   Wait......  162Cr Sanaudha 1 project  could be the third, one to be hit.   

Feel it will be extremely difficult for company to wriggle out, without damaging ongoing
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TEERTH GOPICON: Apart from previously cancelled GAROLI and Karanjiya Shahpura projects, third project, SANAUDHA 1, has been terminated by Madhya Pradesh Jal Nigam. Total cancellation stands at huge Rs.974Cr Not sure whether the company can revive from this shock,

TEERTH GOPICON: Apart from previously cancelled   GAROLI  and   Karanjiya Shahpura projects,  third project,  SANAUDHA 1,  has been terminated by Madhya Pradesh Jal Nigam.  

Total cancellation stands at huge Rs.974Cr 

Not sure whether  the company can revive from this shock,
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SEBI Drops a Solid Update on ESM!🔥 Now, for any stock to move from ESM Stage-1 to Stage-2, its PE should be either less than 0 or more than 2 times the Nifty 500 PE — along with the earlier rules. A very positive and smart step!

SEBI Drops a Solid Update on ESM!🔥

Now, for any stock to move from ESM Stage-1 to Stage-2, its PE should be either less than 0 or more than 2 times the Nifty 500 PE — along with the earlier rules.
A very positive and smart step!
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NEETU YOSHI – FY25: at ₹126 (MCap 490Cr) current PE is 30😮‍💨 FY25 vs FY24: ✅ Revenue ↑49%– ₹70.81Cr vs ₹47.45Cr ✅ PAT ↑31%– ₹16.46Cr vs ₹12.58Cr 🟡 PAT Margin 23% (vs 26.5%) H2 vs H1: ✅ Revenue flat– ₹35.52Cr vs ₹35.29Cr ✅ PAT ↑7% – ₹8.50Cr vs ₹7.96Cr #neetuyoshi

NEETU YOSHI – FY25: at ₹126 (MCap 490Cr) current PE is 30😮‍💨

FY25 vs FY24:
✅ Revenue ↑49%– ₹70.81Cr vs ₹47.45Cr
✅ PAT ↑31%– ₹16.46Cr vs ₹12.58Cr
🟡 PAT Margin 23% (vs 26.5%)

H2 vs H1:
✅ Revenue flat– ₹35.52Cr vs ₹35.29Cr
✅ PAT ↑7% – ₹8.50Cr vs ₹7.96Cr
#neetuyoshi