
Tailwind_Trekker
@smesmartmoney
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๐๐ฅ๐ฎ๐ช๐ฏ๐ด : ๐๐ฆ๐ฆ๐ต (๐น-๐ฃ๐ข๐ฏ๐ฌ๐ฆ๐ณ) | ๐nmol (๐๐ฆ๐ญ๐ฐ๐ช๐ต๐ต๐ฆ ๐๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต๐ช๐ฏ๐จ) Diving into SME/MSME, uncovering tailwind & uncharted territories
India
Joined November 2022
Continuing with next interesting sector : Sectorial #SME Stock Spotlight! Chapter 2 : Solar Modules (1/n) Today, we dive into the thriving Solar Module sector, where small caps are shining bright with immense potential. Indiaโs solar landscape is booming, targeting 500 GW
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Good to hear management view. Avoid noise
๐ Kay Cee Energy & Infra Limited informed the exchange about a clarification regarding misleading news published in "Dainik Jansevak Samachar" dated 25.08.2025, addressing allegations that the Company obtained tenders worth โน500 Crores by submitting fake qualification
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Flysbs- A business worth tracking. ๐Why to track or invest in such businesses? โก๏ธPrivate jet travel in India is rapidly gaining traction, driven by rising affluence, evolving traveler preferences, and a growing demand for personalized, time-efficient, and hassle-free mobility
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Ben stokes can't shake hand if Sir Jadeja does not wants it. England being England - Personal milestone does not matter. Hilarious ๐๐ #INDvsEND #BenStokes #RavindraJadeja #TestCricket
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What kind of posts investing community appreciate (view, like, repost) most?
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Risk free SME companies after recent SEBI announcement. They can't go in ESM2. The trick beholds ๐ง 1) Kore Digital 2) Vision Infra 3) Swaraj Suiting 4) Freshera Agro 5) Virtual Galaxy 6) AVP Infra 7) RBM Infra 8) ABS Marine 9) UTSAV CZ 10) Sahaj SOLAR 11) ShivTex Chem 12) SJ
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#SEBI has final realized the mistake of liking the most futuristic segment of Indian stock market ๐คฆโโ๏ธ Yes that's #SME ๐ The introduction of PE factor reconfirms that many hugely undervalued companies were not able to show the price action they should coz of the pathetic rule ๐
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Phantom Phantom everywhere
๐ Phantom Digital Effects Limited informed the exchange about its press release titled โPhantomFX completes acquisition of Tippett Studio and Redefines the Global VFX Gameโ. Tippett Studio delivered revenue of USD 7 mn (INR 60 Crores) approximately with PAT of 22% in calendar
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Phantom will be hard to chase after somedays may be in my openion. Only fear is ESM2 Understand what market is saying ๐คช๐คช
Phantom Digital - A turnaround revival in #VFX Industry The VFX industry is experiencing a strong revival, fueled by the surge in streaming content, blockbuster films, and advancements in technology. #Phantom Digital is poised for the turnaround growth (1/n)
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Beautiful run in Chandan Healthcare - Breaking zone Madhavbaug - Silent mover P.S. - Jeena seekho #JSLL already made ATH few days back
And here the party has started 1๏ธโฃ Satkartar 17% up 2๏ธโฃ Chandan Healthcare 7% up 3๏ธโฃ Unihealth hospitals 6% up 4๏ธโฃ Madhavbaug 4% up Healthcare stocks are performing well after my first chapter coverage. Study this sector and stocks #StocksToWatch #StockMarketIndia #sme
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Took 'em a whole year to catch on to my #BESS genius...huh ๐๐คญ #GameOn
#stockmarketsindia
#GPEco
#SmartenPower
#Cln
#Maxvolt
#Oriana
#Bondada
Energy Storage System #ESS/ Battery Energy Storage System #BESS (1/n) The talk of the town currently in #Energy Sector A thread to uncover the uncharted territory of Energy Storage ๐งต P.S - Although many prestigious handles (@ankitbahuguna84 @MunkThePunk @kush5211 @iKaustubhx
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Here it comes #Phantom
Phantom Digital Effects #PhantomFX June 2025 concall highlights: Acquired Tipett Studios 80% stake Guidance: Consolidated rev closer to 200cr with 38-45% OPM Almost 100% growth including Tipett 72cr orderbook To be completed in FY26 270-312cr pipeline 60%
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๐งธ INDIAโS TOY INDUSTRY โ A SILENT REVOLUTION 1/ India's toy industry is no longer child's play. From heavy import dependence to a booming domestic manufacturing hub โ here's how India is building a โน25,000 Cr+ toy economy. ๐ 2/ ๐ฎ๐ณ Pre-COVID, 80โ90% of toys in India were
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Outlook for FY '25-'26 1) Revenue Growth: Projects 30% standalone growth and 100% consolidated growth, reaching ~โน200 crores, with Tippett Studio contributing up to โน70 crores in FY26 2) Workforce Expansion: Plans to add 250โ300 employees across India, U.S., China, and
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Operational Highlights 1) Order Book: โน72 crores in confirmed orders (โน38 crores domestic, โน34 crores international), with a potential pipeline of โน270โ312 crores (60% international, 40% domestic). 2) Key Projects: Delivered VFX for international titles (Tension 2, Marvelโs
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Strategic Developments: 1) Tippett Studio Acquisition: Finalized March 2025, consolidating the Oscar-winning VFX studioโs $7M FY '24 revenue into PhantomFX from Q2 FY '25-'26, enhancing North American presence. 2) China Expansion: Established Hangzhou Huamong Digital Technology
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The transmission trio 1๏ธโฃ VIVIANA POWER 2๏ธโฃ KAYCEE ENERGY (Kceil) 3๏ธโฃ RAJESH POWER Inflows of orders like anything #Transmission will be one of the biggest theme going forward. Don't regret later #SME #StockMarketIndia
#emergingsector #PowerPlay
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So party started in Freshera? 10% UC with great volume ๐คฉ๐คฉ People will regret selling this Hoping to break ATH soon #Sme #StocksToWatch
#Undervalued #Freshera
Freshera Concall 1โฃDiscarded the speculative export subbed nos. 2โฃ30% revenue increase guidance for FY26 3โฃAround 350 Cr Topline expected 4โฃPAT Margins expected 14-15% 5โฃTrading at the PE of 7-8x for FY26 People still misjudging this as normal Agri company. Hugely
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