Rahul Arya Profile
Rahul Arya

@RahulArya7

Followers
4,678
Following
238
Media
251
Statuses
994

Fan Of Compounding !! Stocks and sense. !! Engineer by heart 💝

India
Joined April 2010
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@RahulArya7
Rahul Arya
5 months
Glad to share my first 100x and also my first conviction buys when i started my investing career . JBMA what a beauty u have been …. Thanking 🙏🏽 God and many mentors along this path of continuous learning…. #BitcoinETF
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@RahulArya7
Rahul Arya
1 month
JYOTI STRUCTURES Ltd "Turnarounds seldom turn but when they do , they create a big alpha " Why I feel this will be a story of "Jyoti banegie Jwala"
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@RahulArya7
Rahul Arya
7 months
Kalyani Cast Tech One of the companies where the bet is on the promoter . Rare SME which has been cash flow and PAT positive for the last 3 years . Promoter is an ex IIT Madras guy with good experience in Railways . 🚃.Few notes 👇 #SME #IPO
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@RahulArya7
Rahul Arya
2 months
Jyoti Structures is a classic case of non- screener investing . There is nothing on the screen currently which can give u even a 10% conviction to invest . But if you have done ur homework, you would be 110% convinced of what’s in store in times to come . #NSE #BSE
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@RahulArya7
Rahul Arya
2 months
All about Data Centers in a single shot ...Estimated capex of Rs 50000 cr in next 3 years Credit : Care Edge Report on Data Center #datainfrastructure #DataCenter
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@RahulArya7
Rahul Arya
4 months
Atmastco Ltd A fabrication + EPC company with an order book of 740 cr . Company has approval to manufacture bullet proof jackets and helmets 🪖 for the Indian army . Production yet to start. Macp : 236 Few notes 👇 Disc : Invested #sme #SMEs
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@RahulArya7
Rahul Arya
27 days
VILAS Transcore Ltd Debt free company , proxy to the current unmatchable transformer demand. Doubling capacity and also doubling promoter salary 😄😄 Few Notes 👇 #smes #Vilastranscore #nse #transformer #ipo
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@RahulArya7
Rahul Arya
1 month
Another good pick … Company intends to do 200 cr FY 25 and 400 cr in FY 26 The play is all about new plant …. Few notes from RHP below 👇 #Supreme #SPEL #nseindia
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@GanatraNandan
Health & Wealth
3 months
Supreme Power Equipment SME stock in which I Invested recently ( small allocation) may buy more Sharing some info from their RHP/ Presentations/ Concalls for your study Company overview - Manufacturing transformers 1/n
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@RahulArya7
Rahul Arya
4 years
The lockdown reading .... Kindly tell yours @niftywizard @unseenvalue @Vivek_Investor @SubhadipNandy
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@RahulArya7
Rahul Arya
6 months
Presstonic Engineering Good promoters in a great business segment. Will they be able scale up , is the big question as the TAM is huge . Only time will tell . Few notes below 👇 #SME
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@RahulArya7
Rahul Arya
2 months
Akanksha Power Venturing into smart meters for electricity, water and gas …. Few notes 👇
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@raghavwadhwa
Raghav Wadhwa
2 months
🔥Fiery Sector: Smart Meters 🔥India's Smart Meter National Program plans to replace 25 crore conventional meters with prepaid smart meters over five years 🔥10 Companies leading the Smart Meter revolution [A thread...]🧵👇
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@RahulArya7
Rahul Arya
2 months
ABS Marine Services Shipping Sector is seeing huge tailwinds in terms of demand. Lets may hay while the sun shines !! Business is directly proportional to international shipping volumes in energy space and demand in charter space. Few Notes 👇
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@RahulArya7
Rahul Arya
29 days
BETA Drugs Matter of time this beauty becomes a beast !! Migrating to main board in 3 months ... Presentation link : Concall Notes 👇 #smes #betadrugs #nseindia
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@RahulArya7
Rahul Arya
1 month
REFRACTORY SHAPES Mcap : 180cr "The future is as solid as steel" Expansion and backward integration on the cards. Few Notes 👇 🧵 #SMEs #Steelproxy #Refractory
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@RahulArya7
Rahul Arya
1 month
Great pick again FY 25 - it should clock anywhwere between 180-200 cr as topline FY 26- it should clock easily 400 cr Margins to remain stable as FY 24 . #smes #supremepower Disc : Invested
@GanatraNandan
Health & Wealth
1 month
Supreme Power Equipment "We are increasing production capacity from 2500 MVA to 9000 MVA in new 150000 sq ft facility" Expected to be operational by Q1 2026. A transformer company to watch out...
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@RahulArya7
Rahul Arya
1 month
Good results from Sadhav Shipping . Topline 84 cr . PAT 9.14 cr vs 7.75 cr last year. The 2 new vessels will add 60 cr to the topline so one can expect minimum topline growth of 70% in FY 25. Expecting same margins at minimum as Charter rates are at all time high . Simple
@RahulArya7
Rahul Arya
4 months
Sadhav Shipping A case of talented promoters with sticky client base and clean B/S Company is adding 2 vessels this year which will add 5cr per month revenue to the topline . IPO funds for capex - new vessel , reduce debt and WC Mcap at listing : 203 cr #SME #investing
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@RahulArya7
Rahul Arya
2 months
Battery Energy Storage System affordability in India now at a levelized annual tariff of INR 57.6 lakh per MW, nearly 55% lower than the previous benchmark of INR 130 lakh/MW/year . Bharat is targeting a capacity of 47 GW by 2032 via BESS . Source : pv-magazine-india
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@RahulArya7
Rahul Arya
2 months
Lates on Venus Pipes : Getting into Titanium pipes which has its usage in nuclear and power . #NuclearWar
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@RahulArya7
Rahul Arya
10 months
They say Aerospace has a bright future .... Venus Pipes is ready to play its role.... #investment #isroindia #ISROMissions
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@RahulArya7
Rahul Arya
2 months
S J Logistics : Order nearly equall to last quarter’s topline . What a moat in “Project Cargo” Total Order value 78 cr Stock : 165 to 425 …… #SMEs #shipping #logistics
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@RahulArya7
Rahul Arya
4 months
What a champion performance by SJ in this quarter . Proves to the AB of Logistics sector . Another doubler from buying price . Recent order of 70cr for Project cargo is an icing on the cake . #ChampionsLeague
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@RahulArya7
Rahul Arya
5 months
Another EPC company which is trying to raise 29 cr for Working capital and has a confirmed orderbook of 550 cr from 50 different projects. Konstelec Engineering Ltd. IPO Proverb: May be tailwinds be with you. Few notes below 👇 #InvestInGujarat
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@RahulArya7
Rahul Arya
1 month
WINSOL Engineers The tailwinds are such that the company can choose and pick projects. Execution is the key !! Cash flows have been negative in previous years . Promoters: "Itna margin rahega, tabhi kaam karega" Few notes 👇 #WINSOR #SMEs #IPOGMP
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@RahulArya7
Rahul Arya
2 months
Huge tailwinds could be seen in water , wastewater and sewage treatment sector ...Resource allocation is only going to increase YOY. Source : Fortune India Link :
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@RahulArya7
Rahul Arya
11 days
AVP Infra : Stock double from buying levels . Mcap 340 cr FY 25 estimated at 300 cr topline with 30 cr PAT . Trading at 11x FY 25 FY 26 estimated at 55 cr PAT . Trading at 7x FY 26 Clean management having good probability of good execution . #smes #avpinfra
@RahulArya7
Rahul Arya
2 months
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
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@RahulArya7
Rahul Arya
2 months
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
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@RahulArya7
Rahul Arya
1 month
RULKA Electricals Complete turnkey project contractor . First generation young promoter saying to grow revenues 3x in 4 years with same margins Order book is just 55 cr Few notes 👇 #SMEs #Rulka
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@RahulArya7
Rahul Arya
2 months
Stock more than doubles from 94 which was listing day price . Exactly 2 months from listing . Markets have been too kind 🙏🏽🙏🏽
@RahulArya7
Rahul Arya
4 months
Atmastco Ltd A fabrication + EPC company with an order book of 740 cr . Company has approval to manufacture bullet proof jackets and helmets 🪖 for the Indian army . Production yet to start. Macp : 236 Few notes 👇 Disc : Invested #sme #SMEs
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@RahulArya7
Rahul Arya
1 month
Interesting play : Concord Control Systems which is estimated to do a topline of 65cr this year acquires a company having an order book of 140 cr to be executed in 2 years. Company had issued preferential shares at Rs 450 to an ace investor . Sensing good days ahead !!
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@RahulArya7
Rahul Arya
2 months
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
@RahulArya7
Rahul Arya
3 months
Pratham EPC An EPC company which is more of a proxy to the growing OIL and Gas Distribution network in India. An order book of 700 cr if executed properly can create wealth even at moderate multiples. #SMEs #IPOAlert Few Notes below 1/
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@RahulArya7
Rahul Arya
4 years
@harshmadhusudan When the industries expect a relief package from the govt, this is what the govt expects from the industry. Pretty fair i guess.
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@RahulArya7
Rahul Arya
2 months
Energy Mission Machineries A good company with good hard working promoters in a good demand scenario. Links : Capabilities: #Smes #IPO #Eurovision #NSE Few Notes 👇
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@RahulArya7
Rahul Arya
1 month
Irrespective of who makes monopole tower , transmission EPC companies will further gain from it As per my understanding, Cosmic Crf is a manufacturer of same as it ventures into infra segment . #power #transmission #cosmic
@Alchemist1320
Sandeep Singh
1 month
Big power sector theme for coming years : Monopole tower replacing transmission tower. It requires less space as compared to transmission tower. While transmission tower is a structure made of one truss, Monople tower is a structure made of tubes.
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@RahulArya7
Rahul Arya
3 months
Pratham EPC An EPC company which is more of a proxy to the growing OIL and Gas Distribution network in India. An order book of 700 cr if executed properly can create wealth even at moderate multiples. #SMEs #IPOAlert Few Notes below 1/
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@RahulArya7
Rahul Arya
3 months
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
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@RahulArya7
Rahul Arya
4 months
@drprashantmish6 Sir few notes …. Bought today …
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@RahulArya7
Rahul Arya
1 month
Premiere Roadlines “Project Transportation + Project Cargo” Asset light model - efficienctly managed Reduction in debt + first time purchase of 7 trailers Few Notes 👇 #Smes #nseindia #premierroadlines #cargo
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@RahulArya7
Rahul Arya
4 months
Sona Machinery A SME with a gold B/S and equally rich valuations that it would command on listing. Most of the IPO proceeds would go towards new Capex . Negen and Bengal Finance as anchor investors #SMEs
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@RahulArya7
Rahul Arya
1 month
Data Center Another glimpse of what future has to offer in this industry …. #Datacenter #nseindia #Technoelectric
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@RahulArya7
Rahul Arya
2 months
All about Data Centers in a single shot ...Estimated capex of Rs 50000 cr in next 3 years Credit : Care Edge Report on Data Center #datainfrastructure #DataCenter
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@RahulArya7
Rahul Arya
8 months
Accent Microcell Pvt Ltd #SMEs Might turn out to be the #maxwel of the MCC industry . A smart fish in a small pond. Seems like a no brianer given the valuations. Better choice than Sigachi (CG issues) if someone is interested in this space. Few notes 👇
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@RahulArya7
Rahul Arya
2 months
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 …
@Alchemist1320
Sandeep Singh
2 months
Transmission & Distribution (T&D) Capital Goods universe by MOFSL
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@RahulArya7
Rahul Arya
4 months
Sadhav Shipping A case of talented promoters with sticky client base and clean B/S Company is adding 2 vessels this year which will add 5cr per month revenue to the topline . IPO funds for capex - new vessel , reduce debt and WC Mcap at listing : 203 cr #SME #investing
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@RahulArya7
Rahul Arya
3 months
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
@RahulArya7
Rahul Arya
5 months
Another EPC company which is trying to raise 29 cr for Working capital and has a confirmed orderbook of 550 cr from 50 different projects. Konstelec Engineering Ltd. IPO Proverb: May be tailwinds be with you. Few notes below 👇 #InvestInGujarat
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@RahulArya7
Rahul Arya
4 years
@SubhadipNandy History of stock markets in this pic
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@RahulArya7
Rahul Arya
1 month
Thats a Big one from Sadhav Previous Contract revsied from 42 cr 102 cr with ONGC #sadhav #smes
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@RahulArya7
Rahul Arya
1 month
Good results from Sadhav Shipping . Topline 84 cr . PAT 9.14 cr vs 7.75 cr last year. The 2 new vessels will add 60 cr to the topline so one can expect minimum topline growth of 70% in FY 25. Expecting same margins at minimum as Charter rates are at all time high . Simple
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@RahulArya7
Rahul Arya
6 months
Power of Tailwinds An order book of 550 cr for a company which last did 60 cr as topline . Collaboration with names like Sterlite and Jost Engineering to further boost order book in future . KAY CEE #SME New SME IPO : Few Notes below 👇
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@RahulArya7
Rahul Arya
1 month
Result radar Super set from Accent Microcell PAT at 30 cr trading at 23x FY 24 New plant to commission from April 25 Accumulation year for the stock . #results #Smes #accent
@RahulArya7
Rahul Arya
8 months
Accent Microcell Pvt Ltd #SMEs Might turn out to be the #maxwel of the MCC industry . A smart fish in a small pond. Seems like a no brianer given the valuations. Better choice than Sigachi (CG issues) if someone is interested in this space. Few notes 👇
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@RahulArya7
Rahul Arya
5 months
Kalyani’s proposal of running triple stack with patented dwarf containers have been approved by Railway Board. Way to go . Invested since listing day.
@RahulArya7
Rahul Arya
7 months
Kalyani Cast Tech One of the companies where the bet is on the promoter . Rare SME which has been cash flow and PAT positive for the last 3 years . Promoter is an ex IIT Madras guy with good experience in Railways . 🚃.Few notes 👇 #SME #IPO
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@RahulArya7
Rahul Arya
5 months
Docmode Health Tech : A 6 year old comapny with young promoters trying to make a market for themselves. At mcap of 90 cr its trading at 18x FY 24 . Growth has been great on the service side . Platform business . All depends on how they scale up. Few notes below 👇
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@RahulArya7
Rahul Arya
26 days
AVP Infracon Good results : Trading now at just 13x FY 24 and 8x FY 25 based on estimates. Promoter walking the talk . Waiting for order wins post election resulst . Rerating candiate . #result #smes #avpinfra
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@RahulArya7
Rahul Arya
2 months
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
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@RahulArya7
Rahul Arya
3 years
For me a 10x in stock investing is a bronze 🥉 A 25x is a silver and a 100x is a Gold🥇 Already tallied the first 2 . Yet to hit a gold. Working hard to pin in 5 Gold 🥇 in my Stock Olympics. Hope God is kind to me and all !! @NeilBahal @leading_nowhere
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@RahulArya7
Rahul Arya
7 months
Tatva Chintan is where Neuland was 3 years back. Employee cost at 15% of topline due to new plant in place. As operating leverage kicks in , this is bound to double bottomlime in next 2 years . Nothing to lose stock . Mcap 3600cr . Lets revisit in 2 years @unseenvalue
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@RahulArya7
Rahul Arya
2 months
A 30 meter elevation from 120m to 150m has the potential to generate as much as double the energy in states like Rajasthan …. Rajasthan actually is the leader in terms of potential in both Solar and Wind…. You know the proxy here 😀😀 !!
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@RahulArya7
Rahul Arya
6 years
Just dont underestimate the power of compounding. Its Beyond one’s assumption. @equitree @Analyeast @niftywizard .
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@RahulArya7
Rahul Arya
2 months
I live in a Tier 2 city Le me summarise the cost of living here for family of 4 1. Education in good private school : 8k 2. Rent : Zero : Parental house 3 . Car EMI : zero - own a 9 year old car and plan to use same for next 6 years 4. Good health insurance for family : 3k
@JayneshKasliwal
JayneshKasliwal
2 months
I live in Teir 3 city Let me summarise the cost of living here for a family of 4 1. Education in Basic private English school+ tuition +bus 20k per month for 2 kids 2. Rent/Emi 2bhk 20k 3. Car Emi 10k 4. Basic Health Insurance 2k 5. Petrol/transportation 5k 6. Milk +
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@RahulArya7
Rahul Arya
2 months
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
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@RahulArya7
Rahul Arya
1 month
CG Graphics Q4 24 : Poor results Management has guided for 350 cr topline for FY 25 . Even if they are able to achieve it ….whats the point if margins dont sustain. PAT margins fell from 15% from H1 in sept to 4% in H2 Dissapointed. #smes #cggraphics
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@RahulArya7
Rahul Arya
5 months
Will Megatherm stand up to be another Megatron . Manufacturing tailwinds by its side with Green Steel theme . Good demand for its product but PAT margins are thin currently. Current order book at 280 cr Megatherm Induction . Few notes 👇 #SMEs
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@RahulArya7
Rahul Arya
7 months
A recession proof sector ,Training and certifications, which will grow more and more as population moves up the educational ladder. 🪜 Vinsys IT Services intends to do a 3x topline in 4 years with 15% PAT margins . Mcap 380 #sme
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@RahulArya7
Rahul Arya
19 days
Beacon Trusteeship Promoters issued themselves shares in Feb 22 at Rs 84 on preferential basis and then sold on a private basis at Rs 240 in Jan 23 (pre bonus ) . The IPO has 28% of the portions as OFS . Promoter holding post IPO at 46% Just information . No buy sell
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@RahulArya7
Rahul Arya
3 years
Another reason why Car Trade is expected to do well in coming years @NeilBahal #CarTrade
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@RahulArya7
Rahul Arya
7 months
@drprashantmish6 Same … bought today
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@RahulArya7
Rahul Arya
6 months
“ Hum jagah khade ho jayate hai … line wahin se shuri hoti hai” With 9% PAT margin, can SJ Logistics prove itself to be AB of logistics sector . Only time will tell . No one in the industry commands such margins . @SpangleAdvisors Mission: Project Cargo Few notes 👇
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@RahulArya7
Rahul Arya
27 days
Excellent set from Sona Machinery Trading at just 19x FY 24 . New plant to contribute probably in H2. No management guidance #results #sonamachinery
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@RahulArya7
Rahul Arya
4 months
Sona Machinery A SME with a gold B/S and equally rich valuations that it would command on listing. Most of the IPO proceeds would go towards new Capex . Negen and Bengal Finance as anchor investors #SMEs
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@RahulArya7
Rahul Arya
2 months
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
@RahulArya7
Rahul Arya
2 months
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
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@RahulArya7
Rahul Arya
4 months
Phantom delivers a blockbuster Q3 . In terms of capabilities it leads all its peers. Trading at 22x TTM now and 18x FY 24. PAT at 🔥 29% . Simply awesome . #PhantomFX
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@RahulArya7
Rahul Arya
2 years
Phantom would do atleast 35 cr topline with 40% bare margins in H2. 14 cr profit expected. EPS should be near 15 . Full year EPS can be 23 . So practically trading at 10x multiple . Growth to remain intact next year too. फा se Phantom . @ChanderBhatia01 @SwarnashishC
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@RahulArya7
Rahul Arya
4 years
Best ever volumes in Neuland .... This has a long way to go ... All thanks to @unseenvalue sir for lightning us about the API space
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@RahulArya7
Rahul Arya
1 month
Great set from Vinsys IT. Management walking the talk now. Tradinga at 25x FY 24 and estimated to be trading at 20x FY .
@RahulArya7
Rahul Arya
7 months
A recession proof sector ,Training and certifications, which will grow more and more as population moves up the educational ladder. 🪜 Vinsys IT Services intends to do a 3x topline in 4 years with 15% PAT margins . Mcap 380 #sme
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@RahulArya7
Rahul Arya
2 months
Pumped Storage Hydropower Another form of clean energy expected to contribute 4% of the total energy demand by 2030 much to complement solar and wind. #CleanEnergy #EnergyTransition
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@RahulArya7
Rahul Arya
21 days
“We have 1% rejection rate with government orders and “zero” rejection rate with the private players” Thats talks about some “Supreme” quality parameters. #smes #power
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@RahulArya7
Rahul Arya
1 month
Waiting for season of Annual Reports to start. One of the best source of information about companies which dont conduct concalls. Must read for people who dont have a management connect. #annualreport #concall
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@RahulArya7
Rahul Arya
1 month
Result radar : Remus defying all criticism to deliver stellar numbers Trading at 51x FY24 with 21 cr PAT FY24 Estimated to be trading at 27x FY 25 bear case and 20x bull case . Hoping for positive surprises #SME #remus #nse #smallcap
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@RahulArya7
Rahul Arya
4 months
Qualitek Labs 🥼 Ltd An SME case where skin is not in the game . The largest shareholder Mr Alok Agarwal is a promoter by virtue of percentage holdings. Doesn’t handle any affairs . Approval of a testing lab 🧪 is a moat Few notes 📝 Not invested . #SME #investing
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@RahulArya7
Rahul Arya
2 months
Feel somehow this Sona will not remain hidden for long from public …..
@rajuidesai
Rajeev Desai
2 months
Sona Machinery Ltd : Rs.137 1. Manufactures machinery for agricultural processing. 2. With Government looking to create more warehouses for Grain, Sona Machinery can be in advantageous position. 3. Rice Mills Experts. 4. Experts in Grain base distilleries. 5. Mcap of only 188 Cr
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@RahulArya7
Rahul Arya
1 month
Why road will always remain dominant ….
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@Alchemist1320
Sandeep Singh
1 month
Concor on how road traffic will move to rail : Big long term tailwind for railway sector !
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@RahulArya7
Rahul Arya
30 days
SJ delivers again as per expectations !! FY 24 PAT at 22 cr . Trading at 27x FY 24 and 15x FY 25 Expecting 40cr PAT for FY 25 . May the winds favour SJ more !! #smes #results
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@RahulArya7
Rahul Arya
4 months
What a champion performance by SJ in this quarter . Proves to the AB of Logistics sector . Another doubler from buying price . Recent order of 70cr for Project cargo is an icing on the cake . #ChampionsLeague
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@RahulArya7
Rahul Arya
2 years
One of my longest holding stock has been Tanla. 68 times in 7 years. No rocket science it was . Just common sense investing. I realise that Apparently Time is the biggest factor in the power of compounding. Give it to ur conviction idea @Gautam__Baid
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@RahulArya7
Rahul Arya
2 years
A very strong undercurrent exist in the agro chemical space where we will see shifting of capacities to India. The no. of queries on average is 4x in last 2 years. Companies with capex done/with capacities can have a good traction in terms of operating leverage. @unseenvalue
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@RahulArya7
Rahul Arya
1 month
AIK Pipes Poor cash flows due to receivables but future looks bright . Expansion on way in Q1 . YoY good results. #AIK #SMEs #results
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@RahulArya7
Rahul Arya
6 months
Supreme Power Equipments #SMEs Again a case of favoured tailwinds . Company has lot of capacity for low KVA range of transformers . Going for capex for higher KVA range Rajasthan Global hold 13% pre IPO Few notes below 👇
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@RahulArya7
Rahul Arya
4 months
Atmastco is well placed to benefit from the below 👇 intaitive …..
@narendramodi
Narendra Modi
4 months
Today is a historic day for our Railways! At 12:30 PM, 2000 railway infrastructure projects worth over Rs. 41,000 crores will be dedicated to the nation. In order to enhance the travel experience, 553 stations will be redeveloped under the Amrit Bharat Station Scheme. The
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@RahulArya7
Rahul Arya
9 months
Pyramid Technoplast Ltd Cmp 170 Mcap : 626 cr A no brainer if management walks the talk . Why 👇 #investing #NSE @nid_rockz
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@RahulArya7
Rahul Arya
2 months
Delivery of new vessel as stated RHP. Stock hits 20% at 198.
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@RahulArya7
Rahul Arya
4 months
Sadhav Shipping A case of talented promoters with sticky client base and clean B/S Company is adding 2 vessels this year which will add 5cr per month revenue to the topline . IPO funds for capex - new vessel , reduce debt and WC Mcap at listing : 203 cr #SME #investing
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@RahulArya7
Rahul Arya
3 months
Naman InStore Classic case of promoters milking the company. View is personal . Not invested nor intend to invest . Few notes 👇 #SME
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@RahulArya7
Rahul Arya
1 month
Company is doing a total capex of 37 cr for new plant. Moreover its automating the existing plant to increase efficiency and many other things to increase output. Dont be surprised if next year it post 40 cr as PAT.
@RajStockWatch
RajStockWatch
1 month
OWAIS METAL H2/FY24 RESULTS (At Rs.986 PE was199! Now 116. Still VERY HIGH) Great Numbers frm OWAIS which processes Manganese Ore. Is this sustainable? .. Tweet 2/🧵 Vs H1🔥 REV: 50Cr Vs 30.43Cr PAT: 8.67Cr Vs 6.79Cr VsFY23🔥 REV: 80.43Cr Vs 39.73Cr PAT: 15.46Cr Vs 5.41Cr
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@RahulArya7
Rahul Arya
6 months
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@RahulArya7
Rahul Arya
30 days
Margins fell as the new division Wahren started operating recently and currently is at 25% capacity. PAT Margins there are at 1% beacause of suboptimal capacity which should rise to high single digit as capacity ramps up this year. Wahren pulled down the blended margins .
@abhymurarka
CA Abhishek Murarka 💹🐂
1 month
Recent SME IPO Creative Graphics - EBITDA margins collapses to under 10% from margins of 24% shown during IPO. The IPO was subscribed 201.86 times just a month back. Savdhaan rahe, satark rahe.
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@RahulArya7
Rahul Arya
2 months
B se BETA drugs ...... Credit report presenting the estimates for the results due ....😀😀 #OncoDaily #pharmaceuticalindustry
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@RahulArya7
Rahul Arya
5 months
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@RahulArya7
Rahul Arya
5 months
A direct beneficiary is Tinna Rubber (mcap 1200 cr ) which plans to clock 900 cr topline by FY 27 from the current 350 cr . PAT margins to also improve going forward. Meanwhile GOI also plans to increase per day 30km road construction target to 50km/ day .
@rohits_bn
Rohit Saini
5 months
Govt aims to construction 13,000Km highways in FY24 Add beneficiary companies 👇
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@RahulArya7
Rahul Arya
27 days
Tinna Rubber : Another good set from Tinna … good cash flows … management walking the talk #Tinna #results
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@RahulArya7
Rahul Arya
5 months
A direct beneficiary is Tinna Rubber (mcap 1200 cr ) which plans to clock 900 cr topline by FY 27 from the current 350 cr . PAT margins to also improve going forward. Meanwhile GOI also plans to increase per day 30km road construction target to 50km/ day .
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@RahulArya7
Rahul Arya
27 days
Guidance : Management has guided for a topline of 1000 cr in next 3 years. At upper band of Rs 147 company would command a mcap of 360 cr trading at 16x FY 24 and 4x FY 27. Hope you enjoyed reading and here is the one pager for quick future reference .
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@RahulArya7
Rahul Arya
2 years
When u know the top-line will double in 24 months, only thing you have to do it sit tight. Ignore the one off quarter setbacks. #ngl NGL fine chem.
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@RahulArya7
Rahul Arya
4 years
Kilpest to manufacture 5lac -10 lac #COVID kits as per clarification. @FundamentalGems @unseenvalue
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@RahulArya7
Rahul Arya
4 years
@rose_k01 The best solution is a economic boycott . Before we implement a boycott of Chinese items, we should first implement this boycott.
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@RahulArya7
Rahul Arya
6 months
Listing around cmp 252 … nearly 5x from IPO price . Mcap at 274 now . Crazy markets ….
@RahulArya7
Rahul Arya
6 months
Power of Tailwinds An order book of 550 cr for a company which last did 60 cr as topline . Collaboration with names like Sterlite and Jost Engineering to further boost order book in future . KAY CEE #SME New SME IPO : Few Notes below 👇
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@RahulArya7
Rahul Arya
4 months
What a champion performance by SJ in this quarter . Proves to the AB of Logistics sector . Another doubler from buying price . Recent order of 70cr for Project cargo is an icing on the cake . #ChampionsLeague
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@RahulArya7
Rahul Arya
6 months
“ Hum jagah khade ho jayate hai … line wahin se shuri hoti hai” With 9% PAT margin, can SJ Logistics prove itself to be AB of logistics sector . Only time will tell . No one in the industry commands such margins . @SpangleAdvisors Mission: Project Cargo Few notes 👇
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@RahulArya7
Rahul Arya
2 months
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
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@RahulArya7
Rahul Arya
4 months
@valuepick Definately …
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@RahulArya7
Rahul Arya
24 days
@RajStockWatch Plz check RHP … they had 3.8 cr PAT shown in 7 months …. Wahan restated ….aur yahan as per will … gazab accounting…..
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@RahulArya7
Rahul Arya
6 years
This is the bottom line after all for all of us in the markets. @niftywizard @PRSundar64 @SubhadipNandy #Nifty #TradingView
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@RahulArya7
Rahul Arya
1 month
Introduction : JSL is a professionally managed company having expertise in delivering turnkey projects involving designing, testing, manufacturing, erecting and commissioning transmission lines, sub-stations and power distribution projects in India and abroad.
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