Devpreet

@Tanmay_31_ Bhai lohia me negative ke chance to ni lg rhe qib is 8x only

XtraNet Technologies IPO I am avoiding to apply in the IPO At a discount there can be some valuation arbitrage, but that can be evaluated later The WC cycle is fairly stretched, anchor book was weak, nothing exciting in the business Couldn't post detailed analysis due to time constraints Company is decent, but wouldn't take interest due to the short-term Volatility Decent chances of a Muted/ discount listing

@EngineerStockks Lohia me kya kr re ho bhai company to achi lg ri he but qib ni and gmp 2% only

#Indo MIM Ltd #IPO Must apply ✅ ▫️One of the leading MIM mfg with 6.8% market share globally ▫️Great Anchors & Demand ▫️Business quality is excellent with strong long term relationship with customers suggest good moat ▫️ Excellent Balance sheet, cash flows & financial growth

@adeshjainj Bhai lohia ka bta dena final

Todays Closing Ipos: Indomim - Applying full force. No Doubts. Lohia corp - Second preference but shouldn't be negative due to group and valuation, but still riskier waiting for some demand before applying, so far firm allotment, will take a call at the end 3.00 pm Xtranet - no preference to this, weakest among three, but demand higher than lahoia, will decide at 3.00 pm what are you doing today?

@RajMShaikh Lohia xtranet kese h sir indo to kr dia

@Devpreet_09 I applied INDOMIM

#Manba cmp 145, result came good and year high is Rs. 151 💪💪💪

@Ashishkafunda Lohia and xtranet ?

Today ( 27.07.26 ) Closing IPO – INDO-MIM Limited ( Mainboard IPO ) - Final View – Based on these factors, I am applying for this IPO for listing gains as well as with a long-term portfolio perspective. INDO-MIM stands out as a high-quality precision engineering company with global leadership in Metal Injection Molding ( MIM ), a strong competitive moat, consistent financial growth, diversified end user industries, and high customer retention. Its scalable manufacturing capabilities and long-term industry tailwinds further strengthen the investment case. While export dependence and global macroeconomic risks remain key factors to monitor, the company's overall fundamentals appear robust. I am Not Sebi Registered ...Views are Personal . DYDD #INDOMIM #Ipoalert

@Paryan_Sharma Bhai max risk kitna lgta 5% se niche to nhi khulega ?

Full IPO Review Lohia Corp Ltd I am Applying with Limited Force for Post Listing Action with Readiness of Holding for some time ✅ Do Read the Conclusion for clarity 👇🏻 ⭐️ Business Pointers ▫️Lohia is among the Leading Global manufacturers of machinery and equipment for technical textiles with focus on solutions for poypropylene (PP) and HDPE Woven fabrix and Sacks (Raffia) - Raffia Machinery: Global 15.4% Market Share and About 41% India Market Share - Key Products: Tape Extrusion Line, Tape Winders, Circular looms, Extrusion Coating & lamination machines, Printing Machines, Conversion machines, multifilament spin machine and Recycling Machine - Provides a complete Manufacturing solutions right from converting granules to making a complete bag to even Recycling waste - Products useful for packaging Applications and non Packaging applications such as wrapping fabric, roof underpayment, lumber wrap, tarpaulin, covers and carpets etc ▫️About 55-60% Revenue comes from India and rest from Exports to MENA, America, Europe, Asia Pacific,Africa and more - Order book is close to 1,360 Cr with Execution timelines of 8-9 months. Capacity Utilisations are about 75% which leaves decent room of headroom ▫️Lohia has four Manufacturing facilities in India, One in US and One in Italy; There is a R&D Centre in Kanpur (Company spends about 3% Revenue on R&D Expenses) - Facilities are backward Integrated with CNC & CMM Machines and inverters & PCB are also produced in-house - The company has been granted 71 patterns in India and 56 patents outside India more than 50 trademarks ▫️In past Company has done strategy acquisitions for expanding their footprints in export markets - In 2023, Lohia's Machinery business was demerged and carved out; few other real estate and ancillary businesses were seperated ▫️For many years (1983-2013) the company has leveraged JV with Starlinger (Austria) later they seperated and now both are Global Competitors ▫️Objects of the Offer Full OFS worth 1,101 Cr ▫️Financials Numbere are Good with improvement in Margins (as per the management these are sustainable) Balance Sheet Quality is Good; Operating Cashflows are also Good ▫️ Valutions Lohia is coming at close to 22x FY26 PE My Estimations: FY27 Revenue: 2,010 Cr PAT: 235 Cr Giving Lohia Corp a 25x FY27 PE, Upside Visibility is about 31% Peers given in the RHP are not fully Comparable, but almost all of them are trading at pretty High Valuations ▫️Other Pointers - Management Quality is Fine - Anchor Book was Good - Demand is negligible ▫️Risks - Raw Materials Import (20%) & Currency Fluctuations Risk - Intense Competition for a current limited TAM of $1 Billion; Company in past has lost market share from local players - They might need new capacities in a year or so for continuing growth ▫️ Conclusion It is a Fine Business with decent growth Prospects (10-11% CAGR) Projecting Growth particularly for this company is not a easy task hence tracking the execution will be necessary IPO Valuations are seeming Reasonably Attractive hence I will apply with limited force in this IPO Pure Listing Gains Seekers can Avoid and look for other counters (Indo-MIM) Small risk takers can take their chance for post listing Action and Medium Term Holding (Note: post is shared for Educational Purposes Only, DYDD before Applying, this is my personal opinion about the Business) #LohiaCorp

@RajMShaikh Sir tbz 268 ye kesa lg rha h

#Senco cmp 430 after crossing year high, aa gaye na Sanki chartwale 😊😊 In order to get good success in stock mkt, dont read the chart just read how chart has been made 😃😃

@TradeWithSperky 23650 bhi gya 🙂

Om shanti🥰🙏🏻

🚨| BREAKING: Messi has been crowned the best player of the World Cup by various outlets, except FIFA.😳🐐 The robbery won't be forgotten.❌

This #GenZ protest shows one beautiful thing: In the New India, religion-based politics won't work forever. They try to divide people. Gen Z chooses to unite them. Luv 💕 you guyz, keep fighting !! #DARVAS 🥸

BREAKING : Yuvraj Singh became the first Indian cricketer to extend support to the students protest This man survived cancer and won 3 World Cups for India 🇮🇳 Who else if not our Sixer King 🫡🔥

@TradeWithSperky Subeh tk crude niche ni aaya to gapfill 🙂

#NIFTY At support now Let’s see Gap fill karega or Bounce back..

@pheonix_trader Sir I took it in morning at 1380 should hold ?

@ujwal_kr Bhai agis logistic lia tha 1380 me kya kru close kr du ya hold kr lu kl ke lie

SOTL ✍️ Called this structure out early when nobody was paying attention to it. The point isn't today’s breakout - don't chase entries in any name in this market. The real value is developing the trained eye to spot these before the crowd does: - Read the price action across daily & lower timeframes - Study the volume action during consolidation - Track how supply was systematically absorbed Memorize these structural patterns. The best edge comes from recognizing quality long before the breakout happens.

@pheonix_trader Should we enter in this type of setup

🚨 𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚: Lionel Messi has been named the Best Player of the 2026 FIFA World Cup by SKY SPORTS. 🐐🇦🇷

RT @stockspicker_: 3 Liner , fast Movers stocks , that are showing high relative strength (HIGH #RS) After today’s Fall. Should I share th…

No one is saying "rigged" 🤔

@ujwal_kr Avalon ?

No positions, no change in stance. Sitting out. In no hurry to buy anything. Happy to be late, will make up with sizing.