Smart Sync Investment Advisory Services
@SmartSyncServ
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SEBI RIA No INA000007881| MissioN SMILE | Stock SIP| Stock Advisory| Premium Offerings: https://t.co/jd4DKCvjuO
Ahmedabad/ Bangalore/Mumbai
Joined May 2016
Dear Valued X (Twitter) Community, We are pleased to announce an important transition at Smart Sync Services (SSS). Moving forward, the @SmartSyncServ will be led by Akhilesh (@akhileshnpathak) and his accomplished team of Fund Managers, CAs and CS with a combined 30+ years of
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3 metrics that separate great companies from good ones. Take a look 👇
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Welcome to SSS Market Buzz - your quick take on today’s top moves! 📊✨ Strong orders and leadership moves drove strong market sentiment - with balanced investing always key. Shakti Pumps gained traction after winning ₹95.23 crore in back-to-back solar pump orders under
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Like & Repost if you found this useful 🙏 Follow @SmartSyncServ for more such business & investing insights. https://t.co/5xXq8B8W7H
A Quarter That Redraws the Growth Trajectory Interarch just delivered its strongest quarter ever - a clear push toward the â‚ą500-crore-per-quarter league. Q2 FY26 was a signal of sharper execution, faster scale, and bigger builds. And management says this is only the start.
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Conclusion: A Company Entering Its Next Growth Orbit Interarch’s Q2 FY26 results underline a company that is scaling rapidly and intelligently. Revenue growth is strong, margins stable, execution robust, and demand visibility high. More importantly, management is investing
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Investment Overview: The company’s strengths include its highest-ever quarterly revenue with 52% YoY topline growth, a strong base of 80% to 85% repeat customers, a solid balance sheet with low debt, and ongoing capacity expansion in Gujarat and Andhra Pradesh. It is also
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Watchout: Risks to monitor include rising working capital intensity driven by inventory build-up, potential margin pressure from ongoing investments, execution dependence on customer site readiness, and risks associated with ramping up new capacity.
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Management Commentary: Key Messages • On competition: Interarch only competes with Interarch. The market is large. Management’s focus is to keep getting better. • On execution: Execution this year has been faster than expected. Even H1, which is usually slow due to
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Focus on New-Age Industries Interarch is integrating deeper into semiconductors, EV and battery manufacturing, renewables, and data centres - sectors that demand complex buildings where the company already holds a competitive edge.
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New Plants Under Construction 1. Gujarat PEB Plant (Kheda) • Capacity: ~40,000 MT • Timeline: ~10 months • Investment: ₹70–80 Cr Targets semiconductor & EV clusters 2. AP Heavy Structures Plant • Capacity: 25,000 MT • Timeline: ~10 months • Revenue potential:
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Cash Flow Strength • Operating cash flow: ₹41.94 Cr • Net cash increase: ₹58.1 Cr • Cash & equivalents: ₹142.79 Cr Liquidity remains strong and comfortable for a high-growth phase.
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Working Capital & Cash Flow Key movements in H1 FY26 versus March 2025 include inventories rising to â‚ą251.9 crore, an increase of â‚ą86 crore, while trade receivables declined to â‚ą257.7 crore, down by â‚ą19 crore. Contract liabilities increased to â‚ą201.46 crore, up by â‚ą37
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Margins: Stable but Yet to Hit Double-Digit Target The EBITDA margin trajectory remains upward, improving from 7.8% in Q2 FY25 to 8.5% in Q2 FY26. Similarly, the H1 margin increased from 8.3% in FY25 to 8.4% in FY26, reflecting a consistent positive trend. Positive drivers
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Key Drivers: The company’s growth momentum is being propelled by three core levers. First, capacity has scaled meaningfully with the commissioning of Andhra Pradesh Phase 2 in September 2025, expanding total output to 200,000 MT and adding a fourth fully integrated PEB
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Interarch is now operating with the confidence of a sector leader: Four integrated manufacturing facilities, a near-record order book, upcoming capacity in Gujarat and Andhra Pradesh, and a growing presence in complex, high-value building segments like semiconductors, EVs,
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A Quarter That Redraws the Growth Trajectory Interarch just delivered its strongest quarter ever - a clear push toward the â‚ą500-crore-per-quarter league. Q2 FY26 was a signal of sharper execution, faster scale, and bigger builds. And management says this is only the start.
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SSS-24: Your daily dose of the important business updates and market movements in India! 🔹Amazon will invest an additional $35 billion in India by 2030, taking total investment to $75 billion. Funds target e-commerce, AWS, Prime Video and devices. Faster delivery push continues
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Like & Repost if you found this useful 🙏 Follow @SmartSyncServ for more such business & investing insights. https://t.co/PZ2HNJjoYD
Meet Belrise Industries - a Tier-1 auto component manufacturer that's quietly captured 24% market share in India's two-wheeler metal components space. On paper, it's a growth story with a pivot into the lucrative 4W segment and structural tailwinds from rural India's
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Final Take Belrise is caught in the classic mid-cap auto-component compression: structural tailwinds vs regulatory headwinds. The â‚ą215 TP assumes regulatory benevolence and flawless execution. Valuation at 19x looks attractive only if the ABS mandate gets delayed/diluted and
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Business vs Execution It is an execution-confidence problem. Risk classification: High regulatory uncertainty + single-customer concentration + trading business drag + unproven premiumization mix. Stock recovery depends on: • ABS mandate clarity. • CPV realization evidence.
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Balance Sheet Opacity The trading business (Badve Trading FZE) contributes 21% of revenue but drags margins at 6% EBITDA vs 14% manufacturing. Management strongly indicated a hive-off soon - but: • No timeline disclosed. • No mechanism outlined. • Factored out of analyst
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