Harsh Vardhan
@vardhiitbhu
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Microcap | SME | Views are Personal not a Financial Advice | IIT BHU | Ex-Consultant | NISM XV Certified
New Delhi, India
Joined July 2023
Prizor made a new all time high ❤️ 2.5X (150% profit) now from 20th Feb levels ✌🏻😇👇
Prizor Viztech M.Cap : 150 Cr TTM PAT : 9 Cr TTM PE : 16 100% growth guidance Thread 🧵
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Now everyone is talking about Stallion 😎 300% returns in less than 6 months 🔥 But 6 months ago many were skeptical of the management / company
Stallion India Notes - 📝 1. Business Model •Stallion India debulks refrigerant & SF6 gases. •Debulking = Import in bulk, distribute in smaller units. •Applications: •Refrigerants: ACs, cooling systems •SF6: High-voltage switchgear, transformers ⸻ 2. Market Position
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4 Sentence summary of All companies from Arihant Capital Conall (295 Companies) Most useful tweet of Stock Market. Bookmark for your future use Please like & share it for supporting the effort
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Emmforce Autotech September export data - Highest monthly exports ever Execution begins
📌 Emmforce Autotech Notes CMP: ₹141 Study this company - 1/ The real game begins in H2 FY26 🚀 2/ Company recently bagged a ₹490 Cr order from a Tier-1 US OEM. 👉 This single order Expected to contribute ₹55 Cr annually to topline vs FY25 topline of just ₹87 Cr. 3/
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100% + PAT growth YoY expected in this company trading at 24 PE TTM basis in a tailwind sector with very few listed competitors - Maximum Revenue potential FY26 - OPGW - 6000 KM * ₹3 lakh / km = 180 Cr OFC - 48000 KM * ₹40000/km =₹192 Cr Steel wire - 100,000 MTPA *
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“Community Chest” for Gates means cashing in on health, education, and climate policy. Is this really charity… or just control dressed up as giving?
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Shri Ahimsa export data 📈 📊 150% YoY growth in H1 FY26 exports Near Monopoly business - Lowest cost producer of both Natural Caffeine and GCE in the world Largest Natural Caffeine manufacturer in India 🇮🇳 Growth drivers of Natural caffeine : • Increasing trend of
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Agarwal toughened glass CMP : 149 17 PE TTM Basis - Cheapest in Industry 70-100% PAT growth expected in FY26 FY25 revenue - 55 Cr Q1 FY26 revenue - 28 Cr ( more than 50% of FY25 topline done in 3 months ) Existing Order book - 55 Cr to be completed before December
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$OKLO, $RGTI, $ACHR - all should be private, in our opinion Public Market starvation has allowed $0 and almost $0 revenue companies to reach nearly $15bn, $10bn, $4bn valuations respectively. We are out...very out!
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Prizor Viztech – Concall Notes 📝 1. Products & Revenue Mix •CCTV & Surveillance (55–70% revenue): AI-enabled (face recognition, ANPR, night vision). Key models: 2–5 MP cameras (₹1,200–1,500 dealer price). •Smart Displays (25–29% revenue): LED TVs, Android touch panels for
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GP ECO - 100 Cr BESS + Solar Inverter order from Oriana Power is just the beginning Read between the lines - GP ECO to benefit further from Oriana Power's multi GW order pipeline to be executed in the next 24 months
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Happy to finally announce the beginnings of @SummitBullion Please go follow our new page on X and LinkedIn
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GP ECO received around 100 Cr BESS and Solar Inverter order from Oriana Power to be executed before March’2026 Best thing : GP ECO’s BESS project order is a pilot project , which means more orders expected from Oriana Power in BESS segment for GP ECO Payment for Inverter order
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Link to join PIGL call today (5 to 6 pm) - https://t.co/ytdqA6shLx
PIGL - These are Airtel and Vodafone data centers built by PIGL subsidiary Peaton Electricals... Data center and BESS EPC - direct play Power Instrumentation - PIGL stock available at 10 PE 1 year forward basis estimates
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PIGL - These are Airtel and Vodafone data centers built by PIGL subsidiary Peaton Electricals... Data center and BESS EPC - direct play Power Instrumentation - PIGL stock available at 10 PE 1 year forward basis estimates
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Star Imaging Visited their centre few days back Good company and promoters
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Grand Continental Hotel ---------------------------- Arihant Meet - Short notes 1) Lease Model (Asset Light) - Intact. 2) 3X (3000) Keys by March 2028 - Intact. 3) Targeted Keys by March FY26 - 1500 to 1600 (FY25 - 956 Keys) 4) Immense research prior to selecting a location &
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