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Tailwind_Trekker

@smesmartmoney

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๐˜ˆ๐˜ฅ๐˜ฎ๐˜ช๐˜ฏ๐˜ด : ๐˜™๐˜ฆ๐˜ฆ๐˜ต (๐˜น-๐˜ฃ๐˜ข๐˜ฏ๐˜ฌ๐˜ฆ๐˜ณ) | ๐˜ˆnmol (๐˜‹๐˜ฆ๐˜ญ๐˜ฐ๐˜ช๐˜ต๐˜ต๐˜ฆ ๐˜Š๐˜ฐ๐˜ฏ๐˜ด๐˜ถ๐˜ญ๐˜ต๐˜ช๐˜ฏ๐˜จ) Diving into SME/MSME, uncovering tailwind & uncharted territories

India
Joined November 2022
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@smesmartmoney
Tailwind_Trekker
4 months
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. Indiaโ€™s solar landscape is booming, targeting 500 GW
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@smesmartmoney
Tailwind_Trekker
1 month
Good to hear management view. Avoid noise
@nileshkurhade
Nilesh Kurhade
1 month
๐Ÿ“Œ 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 โ‚น500 Crores by submitting fake qualification
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@VivekChadha1996
Vivek Chadha
2 months
Flysbs- A business worth tracking. ๐Ÿ‘‰Why to track or invest in such businesses? โžก๏ธPrivate 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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@smesmartmoney
Tailwind_Trekker
2 months
Ben stokes can't shake hand if Sir Jadeja does not wants it. England being England - Personal milestone does not matter. Hilarious ๐Ÿ˜‚๐Ÿ˜‚ #INDvsEND #BenStokes #RavindraJadeja #TestCricket
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@smesmartmoney
Tailwind_Trekker
2 months
What kind of posts investing community appreciate (view, like, repost) most?
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@smesmartmoney
Tailwind_Trekker
2 months
Risk free SME companies after recent SEBI announcement. They can't go in ESM2. The trick beholds ๐Ÿง 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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@smesmartmoney
Tailwind_Trekker
2 months
#SEBI has final realized the mistake of liking the most futuristic segment of Indian stock market ๐Ÿคฆโ€โ™‚๏ธ Yes that's #SME ๐Ÿš€ 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 ๐Ÿ“‰
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@smesmartmoney
Tailwind_Trekker
2 months
Phantom Phantom everywhere
@nileshkurhade
Nilesh Kurhade
2 months
๐Ÿ“Œ Phantom Digital Effects Limited informed the exchange about its press release titled โ€œPhantomFX 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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@smesmartmoney
Tailwind_Trekker
2 months
Phantom will be hard to chase after somedays may be in my openion. Only fear is ESM2 Understand what market is saying ๐Ÿคช๐Ÿคช
@smesmartmoney
Tailwind_Trekker
3 months
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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@smesmartmoney
Tailwind_Trekker
2 months
Beautiful run in Chandan Healthcare - Breaking zone Madhavbaug - Silent mover P.S. - Jeena seekho #JSLL already made ATH few days back
@smesmartmoney
Tailwind_Trekker
4 months
And here the party has started 1๏ธโƒฃ Satkartar 17% up 2๏ธโƒฃ Chandan Healthcare 7% up 3๏ธโƒฃ Unihealth hospitals 6% up 4๏ธโƒฃ 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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@smesmartmoney
Tailwind_Trekker
3 months
Took 'em a whole year to catch on to my #BESS genius...huh ๐Ÿ˜œ๐Ÿคญ #GameOn #stockmarketsindia #GPEco #SmartenPower #Cln #Maxvolt #Oriana #Bondada
@smesmartmoney
Tailwind_Trekker
1 year
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 ๐Ÿงต P.S - Although many prestigious handles (@ankitbahuguna84 @MunkThePunk @kush5211 @iKaustubhx
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@smesmartmoney
Tailwind_Trekker
3 months
Here it comes #Phantom
@nid_rockz
Shreenidhi P
3 months
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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@mezza9_Equity
Mezzanine Equity Pvt Ltd
3 months
๐Ÿงธ INDIAโ€™S 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 โ‚น25,000 Cr+ toy economy. ๐Ÿ‘‡ 2/ ๐Ÿ‡ฎ๐Ÿ‡ณ Pre-COVID, 80โ€“90% of toys in India were
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@smesmartmoney
Tailwind_Trekker
3 months
Phantom Digital #VFX #SME #Recalibration
@smesmartmoney
Tailwind_Trekker
3 months
Outlook for FY '25-'26 1) Revenue Growth: Projects 30% standalone growth and 100% consolidated growth, reaching ~โ‚น200 crores, with Tippett Studio contributing up to โ‚น70 crores in FY26 2) Workforce Expansion: Plans to add 250โ€“300 employees across India, U.S., China, and
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@smesmartmoney
Tailwind_Trekker
3 months
The best morning tweet I read ๐Ÿ“š โค๏ธ
@CaVivekkhatri
CA Vivek Khatri
3 months
1๏ธโƒฃ2๏ธโƒฃ SEBIโ€™S MIC DROP MOMENT ๐ŸŽค This isnโ€™t just an interim order. This is India telling Wall Street: โ€œOur markets arenโ€™t your playground.โ€ Global investors are now watching every move.
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@smesmartmoney
Tailwind_Trekker
3 months
Outlook for FY '25-'26 1) Revenue Growth: Projects 30% standalone growth and 100% consolidated growth, reaching ~โ‚น200 crores, with Tippett Studio contributing up to โ‚น70 crores in FY26 2) Workforce Expansion: Plans to add 250โ€“300 employees across India, U.S., China, and
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@smesmartmoney
Tailwind_Trekker
3 months
Operational Highlights 1) Order Book: โ‚น72 crores in confirmed orders (โ‚น38 crores domestic, โ‚น34 crores international), with a potential pipeline of โ‚น270โ€“312 crores (60% international, 40% domestic). 2) Key Projects: Delivered VFX for international titles (Tension 2, Marvelโ€™s
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@smesmartmoney
Tailwind_Trekker
3 months
Strategic Developments: 1) Tippett Studio Acquisition: Finalized March 2025, consolidating the Oscar-winning VFX studioโ€™s $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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@smesmartmoney
Tailwind_Trekker
3 months
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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@smesmartmoney
Tailwind_Trekker
4 months
The transmission trio 1๏ธโƒฃ VIVIANA POWER 2๏ธโƒฃ KAYCEE ENERGY (Kceil) 3๏ธโƒฃ 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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@smesmartmoney
Tailwind_Trekker
4 months
So party started in Freshera? 10% UC with great volume ๐Ÿคฉ๐Ÿคฉ People will regret selling this Hoping to break ATH soon #Sme #StocksToWatch #Undervalued #Freshera
@smesmartmoney
Tailwind_Trekker
4 months
Freshera Concall 1โƒฃDiscarded the speculative export subbed nos. 2โƒฃ30% revenue increase guidance for FY26 3โƒฃAround 350 Cr Topline expected 4โƒฃPAT Margins expected 14-15% 5โƒฃTrading at the PE of 7-8x for FY26 People still misjudging this as normal Agri company. Hugely
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