Varun Iyer (@vpsiyer) 's Twitter Profile
Varun Iyer

@vpsiyer

Professional trader for over 13 years| Fundamental Equity Investor since 2009|Ex-Edelweiss|Follow me for insights on Indian Equities & Macroeconomics.

ID: 125309925

calendar_today22-03-2010 11:50:56

400 Tweet

1,1K Followers

241 Following

Varun Iyer (@vpsiyer) 's Twitter Profile Photo

#lemontree #samhi #SmallCaps Lemon Tree Hotels Ltd MCap: 10k | MCap / CFO : 20x 5 Y Sales 23% CAGR Vs Samhi Hotels Ltd MCap: 4.6k | MCap / CFO : 17x 5 Y

#lemontree  #samhi #SmallCaps 

Lemon Tree Hotels Ltd
   MCap: 10k  | MCap / CFO :  20x
   5 Y Sales 23% CAGR
                                                            
                                          Vs
Samhi Hotels  Ltd
     MCap: 4.6k | MCap / CFO : 17x
     5 Y
Varun Iyer (@vpsiyer) 's Twitter Profile Photo

#TCCConceptsLtd #EFC #EFCIL TCC Concepts Ltd MCap: 1.2 K | TTM PE 60x FY 24 Rev/ EBIDTA/ PAT 77 Cr / 34 Cr / 20 Cr A) Introduction Corporate Structure B) The Subsidiaries 1. The Platform & Software Subs Branford and AltRr are for real estate

#TCCConceptsLtd #EFC #EFCIL

TCC Concepts Ltd
MCap: 1.2 K | TTM PE 60x
FY 24 Rev/ EBIDTA/ PAT     77 Cr / 34 Cr / 20 Cr

A) Introduction

                        Corporate Structure

B) The Subsidiaries

1. The Platform & Software Subs

Branford and AltRr are for real estate
Varun Iyer (@vpsiyer) 's Twitter Profile Photo

#addictivelearning #lawsikho #SmallCaps Addictive Learning Tech Ltd (SME) Mcap: 538 crs | 82x PE Sales 3.5x in 2 Yrs A) Introduction Indian markets are often criticized for not offering enough variety of business models to invest . The US public markets offer Edtech and

#addictivelearning #lawsikho #SmallCaps 

Addictive Learning Tech Ltd (SME)
Mcap: 538 crs | 82x PE  
Sales 3.5x in 2 Yrs

A) Introduction

Indian markets are often criticized for not offering enough variety of business models to invest . 

The US public markets offer Edtech and
Varun Iyer (@vpsiyer) 's Twitter Profile Photo

#APLApollo #interarch #sgmart #smallcap APL Apollo Tubes Ltd Mcap: 42k | PE 55x 4 Y Rev / PAT CAGR 29% / 26% Vs Interarch Building Products Ltd MCap: 2k | PE 22x 4 Y Rev / PAT CAGR 16% / 19% A) Introduction Pre-engineered

#APLApollo  #interarch #sgmart #smallcap 

APL Apollo Tubes Ltd
Mcap: 42k | PE 55x
4 Y Rev  / PAT CAGR    29% / 26%
            
                                Vs

Interarch Building Products Ltd
MCap: 2k | PE 22x
4 Y Rev / PAT CAGR  16% / 19%

A) Introduction
 
Pre-engineered
Varun Iyer (@vpsiyer) 's Twitter Profile Photo

#basillicfly #phantomdigital Basilic Fly Studios (BFS) MCap: 1000 crs | TTM PE 28x 3 Y Growth Rev : 4x | PAT: 6x Vs Phantom Digital Effects Ltd (PDE) MCap: 470 crs | TTM PE 19x 3 Y Growth Rev: 4x | PAT : 5x A) Introduction VFX

#basillicfly #phantomdigital

Basilic Fly Studios (BFS)
MCap: 1000 crs | TTM PE 28x
3 Y Growth  Rev : 4x | PAT: 6x
   
                                     Vs

Phantom Digital Effects Ltd (PDE)
MCap: 470 crs  | TTM PE 19x
3 Y Growth   Rev: 4x  | PAT : 5x

A) Introduction

VFX
Varun Iyer (@vpsiyer) 's Twitter Profile Photo

#infolllionresearch #infollion #SmallCaps Infollion Research Services Ltd MCap: 340 crs | PE 33 x 3 Y Rev / PAT CAGR 48% / 57% A) Introduction I had mentioned in my previous post of Addictive Learning Tech that the SME plartform offers new business models to invest into

#infolllionresearch #infollion #SmallCaps 

Infollion Research Services Ltd
MCap: 340 crs | PE 33 x
3 Y Rev / PAT CAGR       48% / 57%

A) Introduction

I had mentioned in my previous post of Addictive Learning Tech that the SME plartform offers new business models to invest into
Varun Iyer (@vpsiyer) 's Twitter Profile Photo

#WaareeEnergies #AcmeSolarIPO #Smallcap100 #SolarEnergy Waaree Energies Ltd MCap INR 1 lac crs | FY 24 PE 80x MCap / CFO 60x | FY 24 EV / EBIDTA : 55x Vs Acme Solar Holdings Ltd MCap 14 k Crs | FY 24 EV / EBIDTA : 12x

#WaareeEnergies  #AcmeSolarIPO #Smallcap100
#SolarEnergy 

Waaree Energies Ltd
MCap  INR 1 lac crs | FY 24 PE 80x 
MCap / CFO 60x     | FY 24 EV / EBIDTA : 55x

                                       Vs

Acme Solar Holdings Ltd
MCap  14 k Crs | FY 24 EV / EBIDTA : 12x
Sumanta Das (@sumantadaz) 's Twitter Profile Photo

The National Geospatial Knowledge-based Land Survey of Urban Habitation " NAKSHA " PROJECT Aim: To standardise record-keeping, to create digitized land records for urban areas in India, simplify processes, and bring transparency in land transactions. Budget : - Rs 5,000 crore

Varun Iyer (@vpsiyer) 's Twitter Profile Photo

#EnviroInfra #EIEL #EMS #EMSLtd #AMRUT #NMCG Enviro Infra Engineers Ltd MCap: 4.5 k | 3Y Rev 80% CAGR FY 2025 PE 25 x Vs EMS Ltd Mcap: 4.3 k | 3 Y Rev CAGR 34% FY 2025 PE 22 x A) Introduction Although a large part of the Govt Capex theme

#EnviroInfra #EIEL #EMS #EMSLtd #AMRUT #NMCG

Enviro Infra Engineers Ltd
MCap: 4.5 k | 3Y Rev 80% CAGR
FY 2025 PE  25 x

                                     Vs
EMS Ltd
Mcap: 4.3 k | 3 Y Rev CAGR 34%
FY 2025 PE 22 x

A) Introduction

Although a large part of the Govt Capex theme
Varun Iyer (@vpsiyer) 's Twitter Profile Photo

#SGMart #Q3FY2025 #APLApollo SG Mart Q3 FY 2025 | MCap: 3,900 Crs KTA from concall : Its not as bad as it seems A) Present Quarter

Varun Iyer (@vpsiyer) 's Twitter Profile Photo

#Deepseek #Anantraj #TCCConcepts #E2E Data Centre Theme is at such a neacent stage that I don't think this should worry too much. Capcity created would be manifold even if deepseek or many such Apps come up. The above is just to compare the deepseek phenomenon, not reading too

#Deepseek #Anantraj #TCCConcepts #E2E 

Data Centre Theme is at such a neacent stage that I don't think this should worry too much. Capcity created would be manifold even if deepseek or many such Apps come up.

The above is just to compare the deepseek phenomenon, not reading too
Varun Iyer (@vpsiyer) 's Twitter Profile Photo

#Acmesolar #solarpower Acme Solar Ltd Mcap: 10 K | FY 24 Op Cash FLow: 1400 crs FY 25 Exp CFO 1800 crs A few KTA from Q2 FY 2025 Concall How did Acme Solar's integrated business model impact its competitiveness? Acme Solar's integrated business model has significantly