The Microcap Investor

A Thread 🧵🧵on HOW TO FIND MULTIBAGGER STOCKS? Here's a small GIFT from me to help you uncover PROMISING STOCKS and EVALUATE any company on your own. 😀Happy investing💥💥

🚨Transformer stocks just got a reality check after weak Q4FY26 results… Voltamp hit 20% lower circuit after profits dropped sharply. TARIL corrected 7-11% despite revenue growth. Shilchar reported a steep decline in both revenue and PAT. Margins across the sector came under pressure. What went wrong? Raw material costs moved up aggressively. Transformer oil prices spiked, while copper and steel also stayed elevated. At the same time, fixed-price contracts and rising competition squeezed profitability. Some export shipments also got delayed due to tariff-related issues, geopolitical tensions, and logistics disruptions. Orders are not cancelled, but execution timelines have stretched. After a massive 2-3 year rally, the sector was anyway entering a phase where expectations had become very high. Pure transformer players are now seeing the impact of that high base. But the bigger story still looks strong…👍 Power infrastructure expansion, grid upgrades, renewable integration, data centres, and transmission spending continue to support long-term demand. The transformer market is still expected to grow steadily over the coming years, with exports remaining a major opportunity as global supply constraints persist. TARIL still holds a strong order book and management commentary remains optimistic for FY27 growth. Many transformer stocks are now 30-40% below their highs, which looks more like earnings correction than structural demand destruction. My view…🤔 This does not look like the end of the transformer theme. It looks like a reset phase. Companies that execute well, protect margins, and continue winning quality orders are likely to outperform from here. Near-term volatility may continue until margin recovery becomes visible and fresh order inflows improve. Selective accumulation during corrections can make sense for long-term investors, but blanket exposure still carries risk. The power theme remains intact. Stock selection will matter more now.👍 Not financial advice. Do your own research.

The Thar you know… just got a military upgrade…🚨 Mahindra unveils an ATV for armed forces Airdrop ready Gun mounted Built for extreme terrain Different game altogether👍👍

@stfranklin001 😂

@InvestInMicro Star delta transformer. But lagta h ki bechna padega

Which transformer stock are you holding? 👀

Cabinet approves 2 Semiconductor units in Gujarat 🇮🇳 3900 Cr+ investment 2230 high-skill jobs A step forward for domestic chip manufacturing under ISM👍👍

Another boost for Defence Manufacturing 🇮🇳 1476 Cr order awarded to BEL For procurement of 5 Ground-Based Mobile Electronic Systems for the Indian Army Under Buy (Indian-IDDM) category with 72% indigenous content.

200 Cr Revenue but profit growing at 74% YoY Margins expansion quietly happening👀

They say politics needs money, power, connections… Meanwhile in West Bengal, a maid just won by 12,535 votes. Kalita Majhi. Ausgram.

109% yearly return 103% monthly return This is how smallcaps turn dangerous🤯

Nice read👍 #DescoInfratech

#DescoInfratech Order book around 345 Cr Pipeline more than 650 Cr

If this was a stock… Finfluencers would call it ‘value trap’ long back.😄

🚨Bengaluru based space tech startup GalaxEye has successfully launched Mission Drishti on May 3, using a SpaceX Falcon 9 rocket. What makes this special is that it is the world’s first OptoSAR satellite, combining optical imaging and SAR technology on a single platform. At just 190 kg, it can capture high resolution images of Earth in any weather, day or night a big step forward in space based surveillance and data.✅

India’s defence story is getting bigger every year…🚨 Now the next big wave is military drones🔥 Battle tested tech and rising global demand can drive massive growth over the next few years. This space can easily grow 4 to 5 times by 2028. Which drone stocks are you tracking 👀?

Wealth is made not after the results, but where the story is believed.✅

Company has not reached 700 Cr yet but Stock is already acting like it has. That is how early re-rating looks. 67% up in a month…👀

🚨This company has received a 750 Cr+ order from RBI…😳 5-year project Cloud infra + data centers Serious business visibility ahead 👀

Narendra Modi’s popularity in India is still going strong 🔥 From a sweeping win in 2014 to 2026, the numbers tell a clear story he remains one of the most followed leaders in the country. Key highlights… - 2017 peak 88% 🔥 highest recorded - Strong early years consistently in the 78 to 88 percent range - 2026 update around 68% still ahead of many global leaders - Even after 12 years the support base remains solid👍

जिस दिल्ली और बंगाल को भाजपा 'मोदी वेव' की चरम सीमा पर नहीं जीत पाई.. 2015 में दिल्ली में और 2016 में बंगाल में इनकी 3-3 सीट आई.. उस दिल्ली और बंगाल को भाजपा ने तब जीत लिया जब मोदी जी की लोकप्रियता पूरे देश में पाताल में जा रही... कैसे?

This is what a real Bull market looks like.😎