
๐ฎ๐ณ Focused Investing
@ParveenBhansali
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Hardcore fundamentalist & Growth loving Investor.
Guwahati
Joined November 2016
#Infollion Research Services Growth parameters for FY 2024โ25 Revenue and profitability Revenue from operations:ย โน77.30 crore, an increase of 49.2% from FY24. Net profit:ย โน12.39 crore, up 44.6% year-on-year from โน8.57 crore in FY24. Net profit margin:ย Approximately 16%.
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The cheapest form of Investing to indulge is borrow an idea and blame the lender when things go south. It's like building a castle on someone else's conviction without having enough skin in the game.. Ideas can be borrowed but not Conviction. Focus on 'why to buy' rather than
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What do the studies in animal models show us? Restoring NAD+ supports metabolism, cognition, and immune health for longer lives. Support your longevity from the inside, at the cellular level.
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POCs are proof of concept, small scale solutions built and demonstrated to customers by experts. Company is creating repository of such PoCs done to customers Higher the POCs indicate higher the complex problems that experts are trying to solve for customer basically indicates
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๐ Centum Electronics CMP- 2317 P/E- 52.5 Centum is one of the largest ESDM Co's in India. It offers entire spectrum of design services and manuf of systems, subsystems for mission critical products in Defence, Space, Aerospace, Industrial, Transportation and Medical sectors.
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BREAKING: Jupiter is launching its own stablecoin ๐ฅณ Built in partnership with @ethena_labs, engineered to connect the Jupiverse. $JupUSD, going live in Q4.
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๐ Hind Rectifiers CMP- 1987 Stock PE- 79 Co operates mainly in two business areas: Railway Transportation Equipment and Industrial Power Electronic Equipment. The company designs, manufactures, and markets a wide range of products, including power semiconductors, power
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๐ TCPL Packaging CMP- 3462 P/E- 24 TCPL FY25 Capex @ โน150 crore (โน50 crore still in CWIP). Greenfield Chennai facility (paperboard cartons, South India focus; phased ramp-up over 6โ12 months). Gravure cylinder plant at Silvassa (Accura Technik, subsidiary): 12,000
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๐ Keltech Energies CMP- 4059 Company manufactures Cartridge Explosives, Bulk Emulsion Explosives, Mono Methyl Amine Nitrate (MMAN) solutions, Accessories for Explosives, Expanded Perlite Products & Perlite Filter Aid. Co is a technology provider in low temperature cryogenic
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๐ Benares Hotels CMP- 9468 Benares is a subsidiary of The Indian Hotels Company Limited, a company promoted by Tata Son Private Limited b) Company operates its hotels viz. Taj Ganges and Nadesar Palace in Varanasi and Ginger Hotel, Gondia in Maharashtra. c) Ginger Hotel at
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๐ Bemco Hydraulics CMP- 3150 Co is in the business of designing, developing and manufacturing Hydraulic press, Portable re-railing equipment, Light weight re-railing equipment, Hydraulic Re-railing equipment, Re-railing Systems, Hydraulic press, Wheel fitting press,
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๐ Acutaas Chemicals CMP- 1296 Managementโs guidance for 25% revenue growth and margin improvement in FY26 appears credible supported by visibility from long-term contracts, new product launches and a healthy pipeline. Co remains insulated from major tariff risks for now, is
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๐ Sharda Motor Industries CMP- 1050 Management is confident and optimistic about outperformance in their gross profit vs industry and strong order book in new verticals (lightweighting, exports) and also from structural opportunities from global emission norm changes and
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๐ #DisaIndia CMP- 14090 Co took a bold step forward in their growth journey thru the acquisition of land for a new state-of-the-art facility. This strategic development is part of their long-term vision to enhance their capacity and position them to better serve growing
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๐ Kernex Microsystems CMP- 1108 As of March 2025 Co has an Order Book worth 2,124 Crs Production Capacity: a) 450 Kavach Units/Month b) 10 Level Crossing Gates/Month, can scale to 25 Units/Month Upcoming TCAS Projects โ High-Density Network (HDN): The total HDN coverage
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๐ eClerx Services CMP- 3799 Mgmt expects Q2 to show sequential growth over Q1. H2 expected to be stronger than H1 barring unforeseen macro shocks. Management repeatedly uses cautiously optimistic to describe outlook, citing robust pipeline, larger deal sizes but also
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๐ Kernex Microsystems CMP- 1108 As of March 2025 Co has an Order Book worth 2,124 Crs Production Capacity: a) 450 Kavach Units/Month b) 10 Level Crossing Gates/Month, can scale to 25 Units/Month Upcoming TCAS Projects โ High-Density Network (HDN): The total HDN coverage
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๐ MCX CMP- 7596 MCX in the year 2024 has been announced as the worldโs largest commodity options exchange. Co highly engaged to make electricity futures a good success and mgmt very positive about it. Management is very positive about MCXโs positioning citing record-breaking
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Inox India CMP- 1171 Guidance for FY26: Revenue growth: 18-20% EBITDA margin: 22-24% PAT margin: 15-18% Capex: INR 80 cr planned for FY26. Semiconductor Capex: Management expects very strong demand from new fabs supplied to US, Tata Assam and expects to be a major supplier to
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#MPS Ltd Management remains bullish and confident, with all long-term targets absolutely intact. FY26 Guidance: Management prepared to give guidance but chose to wait for Q2 for more visibility, expects strong performance after Q1 softness. Organic growth: 10-15% organic
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#TechnoElectric Robust order book at ~โน11,000 cr (highest ever) as of Marโ25 and supports growth visibility for next 2 years. FY26 Revenues Guidance @ โน3,500โ3,600 cr (targeting โน300 cr/month run-rate) FY27 Revenue Guidance @ โน4,500 cr
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