Rajendra_Basala

Now that the H2 2026 results season is officially over - A big & huge thanks to @RajStockWatch for reviewing all the SME results and @sachprat07 for detailed concall highlights. It takes enormous efforts and thanks for doing this selflessly

@HarveyGirish (2/2) Asset recycling close to ₹1,100 cr isn’t a small feat. Main board migration in pipeline and still beleive it would be mid to large cap someday. Very capable management.

@HarveyGirish (1/2) Likewise bhai. Invested from Sep 2023 levels & haven’t sold a share. I share the same feeling for missing guidance but happy to give them a pass. After introspection, can’t expect the management to have 💯 success for every results that too with challenging macros.

This is greaat but still kinda pissed at setting aggressive guidance and missing it. Disc: Biased and invested. Oriana Power

@sachprat07 #Anondita FY26 Revenue = 136 Cr FY29 Revenue = 1000 Cr (from concall) Aiming for close to 7.35x revenue growth in 3 years. Would be interesting to watch considering overall certifications received + UN cert in pipeline + Manufacturing capacity scaling Disc: Invested & Biased

#ANONDITA #SME #AnonditaMedicare Anondita Medicare Limited H2 FY26 Concall Highlights 👉 FY27 & Future Outlook: ▫️Aggressive scaling in female condoms (latex & non-latex) is the primary growth driver. 💠Trial production on patented in-house fabricated machines is complete; capacity to ramp from current 5 million pieces to 120 million latex + 120 million non-latex in FY27. 💠Priority being ~60–70% revenue growth by FY27 💠Even at 25% order capture (limited global competition — mainly FC2 and Cupid), this segment alone is projected to deliver ~₹330 Cr revenue and ~₹150 Cr profit in FY27 💠Backed by high in-house margins from backward-integrated packaging, foil lamination, and raw material processing. ▫️Male condom capacity expanded to 806 million pieces annually (from 562 million). 💠Initial utilisation of new capacity expected at ~75%, driving overall revenue to ₹250–500 Cr range in FY27. 💠Longer-term target: ₹1,000 Cr within 2–3 years, supported by international certifications and own-brand expansion. ▫️Domestic business (GoI Nirodh single-rate contract + Cobra brand) expected to grow 5–10%. 💠Major incremental revenue from exports, especially South Africa (target 250 million pieces in FY27 under 5-year, 1 billion pieces/annum tender). 💠Margins expected to expand further due to in-house machine fabrication, eco-friendly non-electric heating, raw material optimisation, and higher own-brand/export mix; targeting ~30% EBITDA. 👉 Current Order Book / Projects and Future Pipeline: ▫️GoI/Nirodh business: Single-rate contract secured; company remains sole/L1 supplier. 💠Previous year’s order book base (~₹137 Cr) intact with 5–10% uplift expected. ▫️Cobra brand: Launched in 8+ states (Rajasthan, Maharashtra, Karnataka, UP, Assam, Bihar, Jharkhand, West Bengal, Odisha etc.) with 4,569+ retailers, 195 distributors, and field force. 💠Further state-wise penetration underway. ▫️South Africa: Certification achieved; 5-year government approval secured. 💠Purchase orders expected shortly for meaningful FY27 volumes. ▫️ Registrations secured in 15 countries. Initial orders received from Kenya, Uzbekistan, Africa, and Brazil on Cobra brand. MDSAP certification opens Brazil, South Africa, Canada, US, and Australia. ▫️Female condom breakthrough: Claims to be World’s first company to register both latex and non-latex female condoms in Brazil (uploaded on government portal). 💠Clinical trials successful; product registered in India. ▫️UN/WHO certification: Application advanced; early hearing secured in Geneva (16–17 June 2026). 💠UN inspection anticipated by July 2026, expected to unlock large global tenders. ▫️Capex & capacity projects: D2/D3 expansion completed in FY26; additional machines under WIP will add male + female capacity during FY27. 💠All machines fabricated in-house for faster, lower-cost rollout. 👉 Other Notable Points: ▫️FY26 performance (Consolidated): H2 FY26 PAT margin expanded to 25.54% (+256 bps YoY). 💠Condoms contributed ~₹118 Cr; balance from gloves and other sexual wellness products. ▫️Working capital & cash flow: 💠Q4 seasonality and government receivables (120+ days) impacted operating cash flow. 💠Management expects significant improvement via higher exports (advances/LCs), better margins, and government incentives. 💠Focus on shifting incremental capacity to exports for faster realisation and higher margins. ▫️Capex & expenses: 💠Significant capacity addition in FY26 (PPE + CWIP). 💠Depreciation impact limited as major additions came towards year-end. 💠Other expenses rose due to new facilities (rent), certifications, IPO costs, advertising, and travel — largely strategic/one-time in nature. ▫️Product & brand strategy: 💠Own-brand (Cobra) mix ~58% in FY26 with superior margins vs. government business (~42%). 💠New variants (spiral, non-latex male, flavoured/textured) and improved packaging planned to strengthen market position. 💠All products ISO 4074/WHO compliant.

@RajStockWatch Sir, on a funny note - no fire🔥symbols this time?

🍏BONDADA ENGINEERING FY26 ANNUAL RESULTS. H2FY26 RESULTS. Rs.382 was at 25 p/e. Now 20x👍 Company is reporting close to Rs.3000Cr revenue in EPC of Solar / Telecom projects. These numbers are very good, considering the large base. 👍 It deserves valuation in line with other strong EPC companies in Main Board.👍 Hope market will consider this and do a re-rate!! Cashflow is 124Cr positive. 👍Don’t bother about receivables in EPC by end March. Will get collected anyway Q4 Rev is 916Cr Vs 717Cr in Q3. 👍 Q4 Pat is 63Cr Vs 54Cr in Q3 👍 H2 FY26 Vs.H1 FY26 REV: Rs. 1631Cr Vs Rs. 1220Cr 👍 PAT: Rs.118Cr Vs Rs. 93Cr 👍 (May Compare with H2FY25 Rev=Rs. 977Cr & PAT=Rs. 70Cr ) FY26 Vs FY25 REV: Rs. 2851Cr Vs Rs. 1580Cr 👍👍 PAT:Rs.211Cr Vs Rs. 113Cr 👍👍 SME IPO was in Aug 2023. Considering stocksplit with present FV at Rs.2, the adjusted IPO price is Rs.15 at 9P/e!

#BREAKING 🚨 WORLD WAR DE-ESCALATION 🚨 THIS IS HUGE 🔥 The US has agreed to release Iran's frozen assets during talks in Islamabad. President Trump also said US has begun the process of clearing out mines from the Strait of Hormuz. Good news for World. @grok Verify fast‼️

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Welcome to The Billionaire's Club 🥂

@croreclub I want to be a proud member of The Billionaires club family 💐 I'll be active and I'll follow all sebi guidelines. Thank you for managing the group so well and building a strong investor community.

You can either scalp the $AAOI chops on a lower TF, or wait until a BD appears for a swing. There's always money to be made. Will post updates once a new BD appears. Last one took us from $46 to $115. Next one could be more aggressive.

📌 PNGS Gargi Fashion Jewellery Ltd informed the exchange about opening its new exclusive brand store at Shop No. 03 & 3A, situated on the Ground Floor And 01st Floor of a Building Known As 'COMMERCIA' Survey No. 84/1, Baner Mahalunge Road, Baner, Haveli, Pune, Maharashtra-411045, on 19/03/2026 00:00. #SME #GARGI 🛍️✨

📌 Kore Digital Limited informed the exchange about obtaining vendor approval from the Indian Air Force, thereby entering India's defence manufacturing ecosystem. The company has been registered as an approved firm with the Indian Air Force's Indigenisation and Substitution Cell for manufacturing 3D printed metal, ceramic, and industrial plastic components specifically for defense applications, with the approval valid until March 2031. #SME #KDL 🛡️🇮🇳

$IREN, $CIFR, $CRWV & $NBIS The Trump administration has been pushing a policy where hyperscalers must bear the cost of powering their AI data centers themselves, rather than passing those costs on to American consumers through higher utility bills. Tonight at the State of the Union, Trump will announce a formal commitments under which companies would pay increased electricity costs in areas where new data centers are built. These are voluntary, non-binding compacts that tech executives vowing their companies would cover the cost of power supplies and other necessary infrastructure to support their data center use. But there is a problem. Hyperscalers don't have enough power. Grid interconnection queues take years. They are being forced to fund their own infrastructure buildout but they simply cannot secure power fast enough to meet the AI compute demand on their own. This is where IREN and other neoclouds becomes one of the most interesting plays in the market. IREN has 4.5 GW of secured power across North America. As Trump's policy forces hyperscalers to take on more cost and more responsibility for their own energy infrastructure, one of the fastest and most practical paths forward is partnering with neoclouds that already have the power secured.

@RajStockWatch Sir from Q2, the results CCCL (new acquisition) are included which is effectively a construction company with lower single digit margins.Hence the margin drop. But the core business is still going strong with consistent AMC and advisory income. FY26 PE is around 11.

So I suspect there are a few margin calls happening right now after the close. The drawdown in software, tech, momentum is extreme right now and has become systemic. Everything is being sold regardless. This is forced selling across the board. Doesn’t matter if earnings are good or not.

Trade the theme that you have. Not the theme that you want... I think 2026 will be a stock picker's market... very important to choose wisely IMO.

Life Dad Lived Life Dad Give us !! #Life

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@chiragdashj Congratulations bhai. May god bless them with great health and joy. 🎊🎉

Year 2025 was an extraordinary year for our family, as we were blessed with twin babies❣️God has been profoundly gracious to us and we are blessed with abundance. Wishing everyone a Healthy and joyful New Year Ahead in 2026🙏🏻