Dr.Anmol Bhambhani

Cosmic CRF - from 2000+ to almost now 550.... SJ Logistics - from 700+ to almost 230 ... AVP Infra - from 250 to 78... This despite all good to decent results since their listing...

Amid huge FIIs selling, stocks where FIIs buying is recorded. 🎯 Kaynes tech- Bofa securities bought yesterday Shaily engg - World snallcap fund bought Trult Bio - invesco contara Nazara tech - Morgan stenly Asia Niyogin Fintech - BNP paribas Home first finance- Societe General

10 reasons to Buy Sai Lifesciences We present 10 reasons why Sai Life is our top pick in the CRDMO space. Some of our top reasons are integrated "follow-the-molecule" model strong growth outlook, healthy pipeline projects, presence in oligos, headroom for growth, strong win rates, global presence, a clean balance sheet, no PE supply overhang, and valuations in line with peers despite robust growth. We increase FY28 sales/EPS est by 3%/5%. Maintain Buy with revised PT of INR1,300.

LPG Crisis - one company uniquely positioned is Aegis Logistics It can handle large cargoes of LPG , and these large ships will be favoured to make up for increase in logistics costs

Afcom holdings...As per technicals- all is very bad, share is trading at 52 week lows and breaking down even on good days. While fundamentally- 3rd plane gets approval, demand is huge, highest quarterly profit and 10x more capacity in next 2 years. PE slash to 15.What to believe

On further dips, these 5 stocks from 5 completely different sectors: EMS, NBFC, Industrial capital goods, Chronic healthcare & Global agrochem are moving into my compelling buy zones. Quick note on all 5 of them & my major Why's ! 1. Kaynes Technology: MCap ~₹18,000 Cr Electronics manufacturing in India is still in its infancy & Kaynes is building the foundation for it. Revenue CAGR of 60%+ over 3 yrs, order book above ₹4,500 Cr & every PLI scheme in defence, aerospace & consumer electronics eventually lands on the doorstep of a company like this. When the price corrects, this is the sector & the stock I want more of. (I already own Syrma SGS in this sector) 2. Five Star Business Finance: MCap ~₹8,500 Cr Lends to the self employed contractor, the small trader, the kirana owner with real income but no credit file. Charges 24% yield, NPA below 1.5%, ROE above 18% & not a single rupee of corporate lending on the books. Underserved India is the biggest financial opportunity of this decade & Five Star is right in the middle of it, deserves attention. (I already own Capri Global in this domain). 3. Elecon Engineering: MCap ~₹7,800 Cr Serves multiple Major Industries : Steel plants, Cement factory, Mining Firms as they have an Elecon gearbox running inside it somewhere. 70 yr old Vadodara business, all time high order book, margins expanding & a client list that covers India's entire heavy industry. Dull business on the surface, exceptional compounder (& boring) underneath. 4. Eris Lifesciences: MCap ~₹9,200 Cr Diabetes, cardiac & thyroid drugs are in big demand as India is producing lifestyle disease patients faster than any other country. Eris focuses purely on these chronic segments, operates at above 30% margins & has zero dependence on exports or hospital tenders. Built entirely on doctor trust in Tier 2 & Tier 3 cities over 15 yrs. 5. Sharda Cropchem: MCap ~₹4,800 Cr Exports crop protection chemicals to 80+ countries, zero debt, ROE above 20% & does all of this without owning a single factory. Pure asset light model, deep global regulatory approvals built over 2 decades & a balance sheet that any investor would be proud of. On a meaningful dip this becomes very hard to ignore, specially with a weaker Rupee. Folks, I feel each of these 5 stocks from 5 sectors are worth watching on every dips🙏 (Not SEBI registered. Please do your own research before investing)

Electronic Manufacturing setups look the best with the China FDI news today. One to watch out for, for the remainder of the month. Mouth watering setups.. ⏬

Black swan events create the best hunting ground for ideas Here are select companies guiding for 20%+ growth. filtered to remove lower quality names.

Notes on small cap companies i found worth studying: Aarti Pharmalabs: scaling up high margin cdmo business which recently hit 40 commercial projects and growth guidance of 30-40%. new atali greenfield plant will drive volume growth for cdmo and intermediates into fy27. xanthine capacity is doubling to 9000 tons by the end of this fy. they have a massive trigger here as china just withdrew its export rebate on caffeine which should push prices up. Key metric to track is CDMO as % of sales. Aeroflex Industries: precision manufacturer of metallic flexible hoses & assemblies, pivoting into liquid cooling skid assemblies for AI data centers via an exclusive 5 year India agreement with a US partner. Targeting 1000+ cr consolidated revenue by FY29. EBITDA margin target of 23-25%. value added product mix already at 54% and climbing. targeting 300 to 350 crores in peak revenue from liquid cooling skid assemblies by FY29. Quality Power: HV electrical equipment sector experiencing supply constrained demand driven by grid modernization, data centers. targeting revenue of 700-800 crores for FY26 with margins around 20 22 percent. expanding the sangli coil factory to increase capacity by 9x by june 2026, targeting peak revenue potential of 1500-2000 crores post expansion. mehru capacity is expanding by 45%. Time technoplast: transitioning towards a higher margin product mix with value added products targeted to reach 35% of sales in two years. expanding cng cascade capacity to generate 800 cr in revenue by 4q 26, launching 14.2 kg composite lpg cylinders for omcs, developing hydrogen cylinders for drones, and supplying hdpe pipes for large infrastructure projects like the amaravati smart city. aiming to be completely debt free in the next 6 months. disc: no reco.

80+ SME companies presented at Bharat Connect Conference Day 1… but one fast-growing EPC company completely stood out. Explosive growth, a massive order pipeline, and management extremely confident about scaling execution. * 400%+ Q3 revenue growth * ₹1,429 Cr order book * ₹17,000 Cr bidding pipeline * ROCE 33% | ROE 25% Yet trading at just 13.3x P/E. Let’s talk about Sathlokhar Synergys E&C Global Ltd. 🧵