Indraprastha Capital

At Indraprastha Capital, we aggressively track 300+ SME companies to identify the rare 15-20 businesses showing: • Explosive topline & bottom-line growth • High scalability • Expanding margins • Strong balance sheets • Promoters consistently delivering on guidance By the time the market recognizes them, the rerating has already happened. 👇 Few of our initiated coverage reports are attached below. Read them & Judge the depth of our research for yourself. Our goal isn't to cover the most companies. Our goal is to identify the few businesses capable of becoming tomorrow's small-cap leaders—before they become consensus picks. 1. Yash Highvoltage - drive.google.com/file/d/1vJ5wXp… 2. Indo Smc - drive.google.com/file/d/1rgn-_m… 3. Techd Cybersecurity - drive.google.com/file/d/1_f5U9r… 4. Flysbs Aviation - drive.google.com/file/d/1thhAkg… 5. Msafe Equipments ltd - drive.google.com/file/d/1SnAgfA… Associate with us to supercharge your Pf with the finest SME ideas.

@Bawaalscene We are holding Flysbs in family investment account. The only two reasons stock is under pressure is because of crude prices and uncertainty over plane delivery but except that everything is great. On 2 planes they did revenue of 319cr imagine 7 planes

@IndraprasthaCap definietly. really liked your coverage on Sacheerome . I also do equity research and investing . I invested on flysbs on 520 levels. Whats your take ? i know you did research on Flysbs also . Saw your video on youtube

Got literal goosebumps while researching this company. Next level satisfaction in uncovering SME gems Name of the company: Neetu Yoshi Ltd 1. Introduction 00:00 2. Business model breakdown & manufacturing process 01:31 3. Why this is a beautiful business model 04:15 4. Growth catalyst & tailwinds 06:15 5. Financial breakdown 08:16 6. Con-call guidance 09:22 7. Key risks 12:43 #neetuyoshi

@SahilDigwa73522 One year lock-in already opened on july 4

@IndraprasthaCap What about their pre ipo , is it done or what ?

@nirmitgang Sir market prices in the news as and when it comes and now this news is already 15 days old

@IndraprasthaCap Very interesting. Will have to see the price action when the dilution takes place. Any idea when it’ll reflect?

@IbrahimTai12 Great pick sir

@IndraprasthaCap Wonderful , I purchased today at 147 level

@Bawaalscene Thankyou sir, stay connected

@IndraprasthaCap doing great job sir

@Trade_with_Mani Was down till December last year started rotating from average ideas to good by booking losses and now i am up 50%

Are you able to beat the index's? April 2025( lows) to present.. MY PF was the most beaten down and made low on 30 march

@Invest_AndGrow This one x.com/indraprasthaca…

"If the market gives you a 'gift' correction tomorrow morning due to geopolitical news, what is the first stock you are aggressively buying at the dip? 🎁🛒"

@REDBOXINDIA India definitely needs Maldives on there side for maritime security

INDIA, MALDIVES MOVE CLOSER TO FTA AFTER FIRST ROUND OF NEGOTIATIONS; BOTH SIDES REPORT SUBSTANTIVE PROGRESS TOWARDS TRADE PACT

@Asan_research Msafe equipments, an SME company is the direct beneficiary of this capex boom with ebitda margins of 39% and ocf positive and debt free b/s

Construction equipment Capex will double in 4 years

@bcpatel77 Sir let’s connect in dm

@IndraprasthaCap Can you share your number plz ?

Opportunity is, when there is limited interest, now SME stocks too are doing well and its index is still 25% down from all time high.. Focus should be on low valuations and growing outlook..

@Dr_KN_Chaudhari @soicfinance That is very true sir. But SME do offer fantastic opportunities. By the time they get into main board majority of growth has already happened

@IndraprasthaCap @soicfinance Generally Valuation and price reach to very high when SME company shifted to main board. During SME phase of company, due to lot size initial investment also very high. In short, majority of SMEs are beyond reach of retailers who want to invest Rs. 25k to 50k in it.

Here's how copper recycling value chain looks like - moves from sourcing the raw material through processing and finally finished product delivery 1. Scrap sourcing (input) The process begins with globally sourced copper-bearing wire and cable scrap rather than clean domestic copper cathode. Driven by the global replacement of older telecom infrastructure with fibre-optics, this cheaper scrap is harder to process due to plastic and aluminum contaminants. Effectively pricing and selecting these quality-varying lots requires expertise built over decades of supplier relationships. 2. Segregation and pre-processing Incoming scrap is sorted and stripped of materials like plastic, aluminium, and tin prior to melting. This stage generates significant byproduct volumes (such as plastic granules), which recyclers utilize as secondary value-add opportunities. 3. Melting and refining Sorted scrap is melted and fire-refined across furnaces to achieve near-zero oxygen content, a critical requirement for specialized electrical and mechanical applications. High-end producers rely on continuous-casting technology originating from Finnish suppliers to manage this quality differentiation. 4. Casting rod and ingot Refined copper is cast into low-margin, commodity-tier rods or ingots sold to traders, contractors, or cable manufacturers. Versatile producers operate this as a swing business, running it during favorable spreads or redirecting capacity to higher-margin products. 5. Drawing and rolling (semi-finished forms) Cast rod is processed through dies into fine wire or rolled into strips. Requiring low-oxygen copper feed, this step differentiates the metal into feedstock for specialized applications like motor windings and transformer components. 6. Coating and fabrication (value-added stage) This high-margin stage involves coating wire or strip (enamel, tin, or silver) and fabricating them into components like busbars and Continuously Transposed Conductors (CTC). Plating choices balance cost and reliability: tin offers cost-efficient corrosion resistance, while premium silver plating is deployed for high-conductivity, zero-downtime needs like AI data-centre infrastructure. 7. Testing and quality assurance Critical products like CTC undergo intensive inline testing regimes because applications in data centres and power transformers have zero tolerance for field failure. A single defect can compromise the entire conductor. 8. Distribution to end markets Finished products are supplied to OEMs in electrical, automotive, renewable energy, and data-centre sectors. Economics compress downstream: commodity rod/ingot margins sit at 1–3%, while multi-process, value-added products command 5–10%+, with data-centre busbars yielding nearly double the blended average. Spanning from sourcing to fabrication, a recycler managing this full process captures value at every step compared to those stopping at basic commodities. This structural logic explains the focus on a high value-added product (VAP) mix.

@anony_ra @SurajKu77827651 @thegoelbhavya Yes promoter holding is a concern. If we see in coming quarters further dilution we will definitely change our stance

@IndraprasthaCap @SurajKu77827651 @thegoelbhavya Any concern related to low promoter holding in flysbs ?

India’s Top Aviation Stocks🚀 Airlines IndiGo Market Cap: ₹2,09,820 Cr Revenue: ₹84,962 Cr SpiceJet Market Cap: ₹1,844 Cr Revenue: ₹5,326 Cr Airports & Infra GMR Airports Market Cap: ₹1,19,105 Cr Revenue: ₹15,201 Cr Travel-Tech / Booking Ecosystem TBO Tek Market Cap: ₹16,528 Cr Revenue: ₹2,677 Cr Airport Lounge & Travel Services Dreamfolks Services Market Cap: ₹370 Cr Revenue: ₹661 C

@bcpatel77 Sir let’s connect over dm

@bcpatel77 Thanks for showing interest sir. We are not sebi registered yet, once we get the registration we will launch our services then

@IndraprasthaCap Thanks for reply. I want to know about your services. Means paid subscription. Pl let me inform mine number 8200425161

@REDBOXINDIA Markets are falling less and less with each passing day from all this drama

IRAN'S ARMY SPOKESPERSON SAYS STRAIT OF HORMUZ WON'T OPEN WITH 'U.S. AGGRESSIONS' AND WAR - SNN

@ShaliniRaoSays KSH International is direct beneficiary of EV adoption. Each EV requires 15kg of magnet winding wires

India’s EV component market is projected to grow 8x, reaching ₹3.55 lakh crore by 2032. Key beneficiaries • Sona BLW: ₹26,200 crore order book, with ~75% linked to EVs across programs of Tesla, BYD and major European automakers. • OBSC Perfection: Emerging SME player with ₹350+ crore EV-focused order book. As EV adoption accelerates, component suppliers with strong technology and order visibility could be among the biggest wealth creators of the next decade.

@Sharad9Dubey Make or break quarter for IT companies

Q1 UPDATES Strong-ICICI Pru AMC Weak/Inline-HCL Tech, Nuvoco Visata

@anandchokshi19 Love his approach of finding moat businesses and then let time do the heavy lifting

Ashish Kacholia's Top 10 Holdings: 1. Shaily Engineering Plastics 2. Jain Resource Recycling 3. Safari Industries 4. Knowledge Marine & Engineering Works 5. Beta Drugs 6. Man Industries 7. Aeroflex Industries 8. Xpro India 9. Carysil 10. Balu Forge Industries

@Ishan_Narayan_ Already covered majority of them on my page. Bringing out the finest ideas for investors. One video coming up tonight

@IndraprasthaCap Interesting, love the approach... Study one by one, and add those that look the best 💯✨️

🚨 I have 60 stocks, 7 mutual funds and 4 ETFs in my Portfolio !! How many do u have ??