Patekar Shubham || Microcap Bets in 🇮🇳
@microbetsindia
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24 •• Entrepreneur •• Investing into unknown, undiscovered high-growth microcap companies🥚before they become hot, famous & market fancy.🐣
1:1 Call / Pointers (PDF) 👉🏽
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In the last 6 months, I invested in 5 MicroCap stocks that have become 5x (400%+) 🎖️
I have a list of pointers (PDF) that i refer to before investing into any microcap company.
Retweet + comment “Micro” and i’ll send you the pdf [FREE]
Must be following me (so i can DM you)
2K
1K
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Learnings on small/micro cap investing-
If the business model is good- it can turn an expensively valued company into a cheaply valued one.
If the business model is bad- it can turn a cheaply valued co. into a very expensive valued one
very few will understand this.
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If i give you ₹25 Lakh right now & ask you to put it in one single stock for the next 3 years; at current price & valuation, which one would you pick?
I'll go first—
I'll pick
#Konstelec
Engineers Ltd.
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If you've got just 10 mins to spare, please study the history of this investor. 🤗🤗
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New Addition - Storage Technologies and Automation Ltd.
#STAL
Entry @ ₹123 , Mcap 155cr
Fwd. PE FY24E : 25x (annualised PAT 6cr)
1/n
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Recently added - RPP Infra Projects (mainboard)
→ Cmp ₹111 , Mcap 420cr
→ TTM sales: 1247cr (0.3x Mcap to Sales!!)
→ Order Book as of 23rd April 2024: ₹3,257cr
→ TTM Pat: 60cr
→ TTM P/e: 420/60 = 7x
→ Recently bagged 413cr order for up-gradation of Raipur Railway
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Cadsys (India) Ltd.
I accumulated in March 2024 month.
Buying range = 190-200₹
cmp = ₹250
Mcap = 188cr
AI is powerful. With GIS, it can do even more.
My study is based on my limited knowledge and personal research, so it should be taken with a pinch of salt.
A thread 🧵
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"Jo investment tumhari life change na kare, wo investment karne layak hi nahi"
This one statement says everything from allocation to concentration & stock selection!
Find me someone who's more brutally honest about investing than BM Sir.
I'll wait.
@BMTheEquityDesk
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My first investment was of ₹10k in 2019.
After that, it took me 5 months to achieve a portfolio value of ₹10 lakh. (i invested 90% of my monthly income)
5 years down the line- today, my daily portfolio change ranges in ~ ₹10Lacs
This is not to brag but to remind you- your
Seized it with conviction.
Came a little late, but it came for sure.
"Jiss market ne liya hain, wohi market wapas dega."
Overwhelming start to FY25🕊️💚
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𝗧𝗵𝗲 𝗣𝗼𝘄𝗲𝗿 𝗼𝗳 𝗖𝗼𝗺𝗽𝗼𝘂𝗻𝗱𝗶𝗻𝗴 𝗶𝘀 𝗨𝗻𝗿𝗲𝗮𝗹.
#Bondada
my avg buy price is ₹164.
Today, the stock was up ~₹82 in rupee terms (4.99%)
This 5% increase in the stock price resulted in a significant +50% return on my investment, in one single day.
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When RJ said— "If I get 18% on my PF- I'm a king. If I get 21% return, I'm an emperor"
He said that with a PF size of 56,000cr ++
Remember: He didn’t reach there by making 18% CAGR on his PF.
So next time you try and console your 1cr pf with 18% returns, you know where you're
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Solar EPC Players Overview.
(Source: Stock Report)
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Bought today -
#Konstelec
Engineers Ltd.
cmp ~200 , Mcap ~300cr
Proxy to India's Manufacturing Capex cycle? 🛠️⏳
🧵Why I bought-
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#Konstelec
Engineers, recently listed hidden gem 💎
✍️ Current Mcap: ~220 cr
✍️ Order Book: 650 cr (as of March' 24)
✍️ Execution Timeline: 12-18 months.
✍️ NPM: Expected @ 5-6%.
Do your math and calculate forward PE for FY25 🫵🏽
EPC player in Solar, Oil & Gas refineries,
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People often question me- how I've accomplished what I have by the age of 23.
But what they don't get to see is the number of times i've failed before this..
I entered market in 2018, struggled my way thru 2020, after 5 years- 2023 looked like a WINNING YEAR.
I have borrowed
This is how overnight success looks like.
Good morning microcap army! 🫡
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One of my follower, aged 40 years, asked me: 𝗖𝗮𝗻 𝘆𝗼𝘂 𝗺𝗮𝗸𝗲 𝟭𝟬𝟬𝗰𝗿𝘀 𝗯𝘆 𝘁𝗵𝗲 𝗮𝗴𝗲 𝗼𝗳 𝟰𝟬?
I said with utmost humility:
Even if I sell my entire portfolio today and invest everything in a low-cost index fund, I am still going to make 100cr before I turn 40.
the biggest asset on my side is time.
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Got the Big Man In!
Appreciate the follow
@Aditya_joshi12
Bhai, very few people on 𝕏 trying to make Microcap investing easy & accessible to retail— he's topping the list!
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#Konstelec
Engineers: Revisiting and Deep dive into RHP, Financials, and audit notes.
There is no mismatch of profits.
There is no foul play of numbers.
All those who want to drag the authenticity of corporate governance at
#Konstelec
Engineers, please hold your guns.
Let's
#Konstelec
Engineers FY24 Result Update:
Vs H1
Rev: 122cr Vs 92cr
PAT : 6cr Vs 2.8cr [4.56cr ??!!]
NPM : 4.9% vs 3.1%
Vs FY2023
Rev: 215cr Vs 153cr
PAT: 9cr Vs 7cr
NPM: 4.1% vs 4.7%
My View:
H2 PAT of 6cr was expected (in my previous posts, was expecting 11-12cr PAT) - this
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The legend himself, Sir Ashish Kacholia, has honoured me with a follow. Someone i really look forward to.
@LuckyInvest_ARK
This is a significant milestone for a small investor like me, indicating that I'm on the right path.
Grateful 🙏🏽
#BigBull
#IndianStockMarket
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Humility & accountability 🙏🏽👏🏽
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Dear Kings,
Focus on making money, before chasing for anything else. (women,luxury,status)
The world is cruel to poor men.
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#Konstelec
Engineers FY24 Result Update:
Vs H1
Rev: 122cr Vs 92cr
PAT : 6cr Vs 2.8cr [4.56cr ??!!]
NPM : 4.9% vs 3.1%
Vs FY2023
Rev: 215cr Vs 153cr
PAT: 9cr Vs 7cr
NPM: 4.1% vs 4.7%
My View:
H2 PAT of 6cr was expected (in my previous posts, was expecting 11-12cr PAT) - this
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If i buy 500 stocks
20 will easily become 10x
but those 20 wont change my life.
Lesson in there. |
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3 EXIT mantras by RJ from his 2021 interview:
1) When you feel that earnings have peaked
2) PE is peaked. (Price = EPS x PE)
3) If you can find a better investment (cheap/value buy)
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“Yeh mera paisa nahi hain, ye market ka paisa hain. Market has rewarded me. I need limited money to live a decent lifestyle, toh kya chiz ka ghamand karne ka?”
Comes from a man with a portfolio size of ₹1500cr+
Practice Delayed Gratification.
Stay Grounded.
Stay Humble.
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#Oriana
Power : approved to issue upto 13,50,000 equity shares, on a Preferential basis, at a price of Rs. ₹1820 per Equity Share.
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TURNED 24 TODAY 🎈
Here are the top 24 lessons i learnt the hard way:
[ Investing | Business | Life ]
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Non-sme company, below 1000cr Mcap looking good.
fiis & diis are buying from promoters.
Roa of 7% , Roe ~14%, 5y sales growth 30%
Retweet + comment "sales" and I'll share my findings with you.♻️
(must be following me so I can DM you)
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If you can't handle volatility, microcaps are not for you. 😂🤕
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SMEs are real bad 😭😭
#PrathamEPC
recently posted to BSE notifying that they received one single order worth ₹497cr.
I was discussing this with a friend until we realised that the order is just for ₹97crs and not ₹497cr
Read the notification, then read it again.
They
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gurlllsss are special ❤️🤷🏻♂️🥰
PS- very good morning from me & my 2 month old niece!
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If i give you 25L cash right now, what would you add to your pf ?
at current levels i like:
#kotyark
#Arham
#Annapurna
#Cadsys
#Konstelec
#Gargi
#RudraGas
#UrbanEnviro
#Oriana
#NewJaisa
#KayCeeEnergy
#Nibe
#SarTele
#Systango
#e2eNetworks
+ many more
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A 15 bagger with a 3% allocation makes a career but a 15 bagger on a 30% allocation can make a life.
“I learnt the art of betting big very early and have made all my money in just 6 stocks”
- Basant Maheshwari (
@BMTheEquityDesk
)
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“Paisa paiso ko tanta hain”
“Bade paiso se hi bada paisa banta hain”
Whatever you you do, get more money in.
ALLOCATION MATTERS!
@BMTheEquityDesk
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#Zomato
posted 351cr Annual Pat FY24.
It is valued at 1.71L cr
PE of 488.
The valuation its getting is not justified even if they 10x their current profits. (~3500cr)
But ofcourse, SMEs are overvalued. 🤗🤗
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Usually i don't take market tips from anyone, but this one i'll take!📈
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Cashflow > Earnings.
"Earnings don't repay loans, cashflow does."
Companies with positive cashflow & low account receivables can sustain a tough time, others simply go bankrupt.
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This retail investor has left our Finance Minister at a loss for words. 🤯
Majority of us would relate to his situation.
Do listen👇🏽
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I keep telling this to my friends-- real money is in the unpopular counters.
If Nifty stocks were to make you rich, half of India would have a millionaire status.
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If 100 SME companies get listed,
10 will undoubtedly go bankrupt/engage in malicious activity (its capitalism & part of the game)
50 will go side ways.
35 will give positive (mediocre) returns.
5 will be big time winners.
You have to focus on those 5 companies.
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Men Scroll.
Men See.
Men Happy.
"When i say profit uptrend stocks, this is what i mean"
Its OK if you've missed Oriana or bondada, its not the end of all.
These 2 companies have set clear indications of what to look for in 'winning stocks.'
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No offense to anybody- but i keep telling everyone, there is no financial advisor on this planet that can make you rich.
Look at equity & allocation to other assets! (2nd image below)
Advisors will never ask you to risk your money. Bring me man who's changed his life without
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After looking at FY24 SME results, I can finally conclude SME investing in one line:
Chale toh chand takk nahi toh shaam takk 🌚
#AhaSolar
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I know a friend who makes 2.4 Lac rupees a year and rides a ₹2.5 Lac bike 🏍️
I also know a friend who makes ₹40 Lac per annum, but rides his dad’s ₹90k bike
“Abundance”
“Delay Gratification”
Jab capital kamm ho, toh paise daant se pakadke rakhna seekho
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A lot of good names discussed here.
#Alpex
Solar
#Australian
Premium Solar
#Arham
Technologies
#Cadsys
#Digikore
studios
#Higreen
carbon
#Konstelec
Engineers
#Kotyark
industries
#Oriana
power
#Sar
Televenture
#SJ
logistics
#Urban
Enviro
#Trident
Techlabs
#Viviana
Power
These
SME companies lot size revision list came out.
Kotyark Industries
Basilic Fly
Oriana Power
SJ Logistics
Trident Techlabs etc.
#SME
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I have made a full exit from
#Arham
Technologies Ltd @ ₹170/pc
Stock did a 1:1 bonus in May- the avg price fell to ₹40.
₹40 → 170
4.3x in 7 months.
Nothing wrong with business, avg results. I just found a better opportunity in the market so had to cash out! 👍🏽
Arham Technologies
co. entering into manufacturing of ceiling fans & solar BLDC Fans with remote control.
Management is expecting current year’s sales and profitability will increase, due to this manufacturing move, as compared to previous year.
D- Entered around ₹80
#ARHAM
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Dear men, listen up.. 👂🏻👂🏻🔑🔑
" 83 ke umer mein 33 ki ladki "
He looks like he’s kidding but he sure asf spits the truth.
Truth that the society will never tell you.
Respect
@BMTheEquityDesk
🫡
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My life do not depend on gains from the market.
In last 4 years, i have not withdrawn a single rupee from my demat to my personal/company account.
Anything i sell, the cash either gets reinvested or sits in my demat until i find a better deal. (mostly i’m 100% invested)
I live
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#Bondada
Engineering , now 7x in 6 months.
It's the solar & EPC company's era, we're just living in it.
Remember-
#Bondada
has 2 targets;
1) 1GW solar projects in FY25
2) 10GW solar projects by FY30
(These targets are very close to KPI Green Energy & KP Energy combined! )
#Bondada
Engineering becomes 6x in 6 months 🥂
The H2 results could potentially astound the markets on the positive side.
Bought @ 350cr Mcap
Current Mcap @ 2170 cr 🙏🏽
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Which company's upcoming results are you most excited for ⁉️
For me its-
•
#Konstelec
Engineers
•
#Kotyark
Industries
•
#E2E
Networks
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#Konstelec
Engineers
cmp 194, mcap 290cr
At 50pe,
fy24, gives ~600cr Mcap (2x visibility)
fy25, gives ~1100 Mcap (4x visibility)
Disclaimer- Invested hence biased.
KONSTELEC ENGINEERING: ARIHANT CAPITAL CONCALL
1️⃣650 Cr Order Book as of Mar’24. Execution Timeline 18 months
2️⃣Co now will be eligible to bid for larger projects of 100 Cr (currently 50 Cr)
3️⃣Co is targeting higher Margins projects like Chemicals, Pharma, FMCG etc, apart from
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Listen to Sir Basant Maheshwari— as he speaks on stock selection, avoiding outside noise, conviction, risk-taking ability & how to go about beating the average market returns.
✍️
@BMTheEquityDesk
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The way to become rich is to put all your eggs in one basket and then watch that basket
— Andrew Carnegie.
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#Bondada
Wings. Volume 5. (April 2024)
The company's own magazine, published annually.
Great business in making 🏂
READ // SAVE // REPOST 🧵
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#Chemtech
Industrial Valves becomes 3x in 6 months.
₹39 → ₹127
I added as much as i could at 30, 34 , 38 , 40, 44....
What esm ?
Chemtech Industrial Valves.
cmp 38.8
added another tranche to existing position
This company is in ESM stage 2 category meaning its under SEBI surveillance & highly volatile.
No risk no story.
No recommendation.
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#Konstelec
Engineers -- someone big is buying but don't want their name to appear in bulk deals, they want to accumulate enough by deploying capital-- spread accross days within their desired price range/valuation. (without making noise)
D- i don't have any insider news- just
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Microcaps and smallcaps will suffer the most if election poll results don't align with market expectations.
Brace yourself— it's going to be roller coaster ride. 🎢
#LokasabhaElection2024
#StockMarketindia
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🚨 MUST READ:
Government declares plan to add 50 GW of renewable energy capacity annually for next 5 years to achieve the target of 500 GW by 2030.
The Government has decided to invite bids for 50 GW of renewable energy capacity annually for the next five years i.e., from
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This is how overnight success looks like.
Good morning microcap army! 🫡
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My 1st X Payout.
Batao kya kiya jaye itne paiso ka ?? 💰💸
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I don't want doubling of eps every year, thats just not possible
Name one SME company which you think can EXIST & GROW earnings atleast by 40% for next 15 years?
Such comapanies, if heavily bet on, can change your life.
Think twice before commenting 👇🏽👇🏽(15years is a long
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Seized it with conviction.
Came a little late, but it came for sure.
"Jiss market ne liya hain, wohi market wapas dega."
Overwhelming start to FY25🕊️💚
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I will happily buy a 80PE stock, who promoises to grow @ 40% for next 5 years, and actually delivers it.
Rather than buying a 16PE stock, who promises to grow @ 30% but grows @ 12% the next 5 years.
"P/e is a factor of business, sentiments & execution - and not just profits"
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11 Lac sellers in Waaree Renewables. Looks like everyone forgot the "renewable story" now ?
Market taught me a lot of things early in life. I'm grateful for that. 🙏🏽👇🏽
Market is full of people with short sight.
This statement alone goes a long way in justifying why 95% of participants lose money in the stock markets.
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Visual representation:
“How investing in the stock market can change your life”
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In stock markets, an average individual with focus & patience can print more money than a distracted genius.
Let that sink in.
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#Kotyark
FY24 Results:
Expectations went down the drain. Company showed revenue of 240cr Vs 1500cr+ orders. The execution didn’t go as planned.
Note: The below result is after the successful amalgamation of Kotyark Agro Pvt Ltd, Kotyark Bio Specialities Ltd, and Semani
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Your profits.
Your capital.
Your business.
Your confidence.
Your quality of life.
Your portfolio value.
It will grow.
GIVE IT TIME.
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#Bondada
becomes 5x in under 5 months🏂🏂 (132 days)
I saw 5x visibility by FY25, but market has been too kind 🙏🏽 5x done before the end of FY24.
When i bought
#Bondada
, Mcap was 350cr & PE was ~30.
Current P/E is 100, Mcap is 1775cr.
I’m confident that earnings will catch
Bondada Engineering
When i bought @₹164 the mcap was ~350cr
the order book stands @ 1520 CR to be executed by FY25
currently Rev 371 cr, PAT 4.8% @ 18cr
mcap = 500cr , Pe= 27.8, cmp = 225
FY25 Rev 1500cr, PAT 6% @ 90cr
mcap ₹2520cr, Pe= 28
Easy 5x revenue /Mcap visibility.
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As discussed below, clarification came from the management of
#Konstelec
Engineers regarding the mismatch of Figures for the Half Year ended 30th September, 2023
🟢 Financial results were restated and due to this the Profit After Tax (PAT) was shown at Rs. 456.15 Lakhs.
#Konstelec
Engineers: Revisiting and Deep dive into RHP, Financials, and audit notes.
There is no mismatch of profits.
There is no foul play of numbers.
All those who want to drag the authenticity of corporate governance at
#Konstelec
Engineers, please hold your guns.
Let's
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@lalitinvestor
LMAO EVEN AXIS SMALL CAP FUND IS BUYING 1.5% STAKE 🤮🤮
I did not expect this from them.
Not worth the 12cr.
I’m out.
i parked some short term money in Axis Small Cap fund in march 2023 , a 22% in 6 months is decent from a mutual fund.
I cant be with them if they’re buying
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Messages such as these brighten my day💗
I released my PDF guide (this was my personal notes) about 2 months ago.
More than 1400 people have downloaded the pdf- only 20 have paid for it. 😄
While the guide is FREE, paying is absolutely optional.
Link to download -
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When your goal is to create wealth, you concentrate.
When your goal is to preserve wealth, you diversify.
Society has mastered the art of making the right things look wrong.
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In Iraq, booksellers leave the books at the side of the road overnight, Irakis say:
“Readers do not steal, and thieves do not read.”
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2 very interesting data points from Investor PPT at
#bondada
-
1️⃣ Subsidiary co.
#BondadaGreenEnergy
Pvt. Ltd has branched into Wind IPP projects. In fact, they announced the completion of its first-ever IPP project with a capacity of 2.80 MW having PPA with
#BHEL
for 25 years.
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If you have
#Oriana
&
#Bondada
- you're sitting on a roller coaster that only goes up. 🎢
They're the deadly combo.
D- Invested. No recommendation.
Oriana and Bondada are hot🔥 due to excellent order booking and hence have over 100x valuation. There are FIVE other recent SME stock above 100x which could get HOT IRONED if their annual numbers are weak! Hope you didn’t enter at high prices. LIKE, READ, THREAD Below 🧵..1/
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When my friends bought fancy mobile phones, I bought equity.
When my friends bought premium watches, I bought equity.
When my friends got drunk every weekend, i didn’t, so - I bought equity.
When my friends bought super bikes, I bought equity.
Today, my friends are buying
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#Bondada
Engineering becomes 6x in 6 months 🥂
The H2 results could potentially astound the markets on the positive side.
Bought @ 350cr Mcap
Current Mcap @ 2170 cr 🙏🏽
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#Cadsys
Ltd March 2024 SHP out.
Kutir Navinchandra Patel name appears as he holds a whopping 5.38% stake in the company. (4Lac shares+)
Mr. Kutir is a renowned investor having identified KP group stocks way early in 2021.
He still holds 1%+ in both KP Energy and KPI Green
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#𝗕𝗢𝗡𝗗𝗔𝗗𝗔 𝟭𝟬𝘅 𝗶𝗻 𝟴 𝗺𝗼𝗻𝘁𝗵𝘀.👑
Under-promised. Over delivered.
I entered bondada at 350cr Mcap & PE 30, today the Mcap crossed 3500cr and PE trading at 79.
Classic case of double engine growth!
Not settling here—
#Bondada
has a lot of fuel left in the tank.
#Bondada
Engineering, now 8x in 7 months.
H2FY24 results on 1st May, 2024.
My earnings estimates-
Now, the only thing i want is the earnings to align with the valuation multiple, that the company has been receiving.🙏🏽
No recommendation.
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This is market.
When you get too busy commenting on others, you lose track of what you own.
Jinke khudke ghar seesh ke hote, wo dusro ke gharo par pathar nahi mara karte...
Stay Humble.
Stay Grounded.
Market is Supreme.🙏🏽
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Interesting observation:
I've met HNIs with 10x my networth, often all listen to my thesis & doubts like they're the beginner in the market.
“The path to success involves extensive listening and observation, not excessive talking.”
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🚨 Crucial announcement by the management of
#Cadsys
Ltd
#Cadsys
India Ltd. has appointed Mr. Steve Woerner as an Independent Board Member of Apex Advanced Technology LLC - a fully owned subsidiary of Cadsys in the USA.
Mr. Steve Woerner has over 30 years of experience in the
Cadsys (India) Ltd.
I accumulated in March 2024 month.
Buying range = 190-200₹
cmp = ₹250
Mcap = 188cr
AI is powerful. With GIS, it can do even more.
My study is based on my limited knowledge and personal research, so it should be taken with a pinch of salt.
A thread 🧵
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My sister is blessed with a baby girl💗
I've become a Mamu (maternal Uncle) at 23.
Laxmi Ji khud ghar aayi hain. 🙏🏽
Ps- I've never held such a soft and adorable micro-being so close to my heart before😭🧿
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Hi-green Carbon detailed study.
cmp ₹152 , Mcap 380cr
✍️ Business Verticals:
a) Sale of Recovered Carbon Black (rCB)
b) Sale of Fuel Oil
c) Sale of steel wire
d) Sale of Sodium Silicate Glass
✍️ What is the Recovered Carbon Black (rCB)
-It is another form of recycling.
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In SMEs, you have to understand that the no. of companies going down will always be more than the no. of companies going up.
80% of my PF is in SME & i'm definitely not a bear. It is something that market taught me the hard way.
"It has always remained a stock pickers' market"
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The one thing the public markets love is consistency. You could make toothpicks and if you grew revenues and eps year over year for five years in a row you’ll be valued at 30x earnings. Consistency is the main driver of multiple expansion.
- Ian Cassel (
@iancassel
)
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Ability to make an above average income combined with zero desire to impress others— is a destructive combination towards wealth creation.
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There are decades where nothing happens; and there are weeks where decades happen." 🙏🏽🧿
#Pnl
#MicroBets
On negative days, forget about the numbers, they're just vanity metrics.
Understand the psychology here, agar market ko 4 doge toh return mein 8 milega.
Don't hide away from corrections.
There's no other way around this.
#PF
#Volatility
#MicroBets
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Market is full of people with short sight.
This statement alone goes a long way in justifying why 95% of participants lose money in the stock markets.
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•
#Bondada
Engineering
•
#Kotyark
Industries
•
#E2E
Networks
#1
is building in 5g/optic fibre/solar epc
#2
is building in alternative fuel (bio-diesel)
#3
is working in AI/ML
Disc. Invested & biased.
No recommendations.
If you want to pick 3 stocks for the next 5 years, which 3 stocks would you choose? And why?
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There are only 2 types of people who complain to the govt. about unemployment.
People who—
A) invest 5-7 years of their 20's in preparing for govt. exams, unfortunately so, they couldn’t crack in.
B) fail to develop a skill-set throughout their entire life.
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#Portfolio
performance:
FY25: +52% (45 days)
YTD : +107% ( 4 months 15 days)
45 days of this financial year, pf +41.23% , YTD +131.21%
Yours?
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