S.P.L.R.D

Need such realistic interviews , not scripted one's!

@IndraprasthaCap Thank you!

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

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

The silent backbone of India’s power future📌 Here is why, ⚡️⚡️EHV & HVDC⚡️⚡️ Key Beneficiaries / #Stocks to Track📌 HVDC/High-end Tech: 🔹Hitachi Energy (dominant in HVDC), 🔹BHEL 🔹GE Vernova T&D 🔹Siemens Energy 🔹Schneider Electric EHV Cables & Conductors: 🔹KEI Industries 🔹Polycab 🔹Apar Industries 🔹Finolex cable Transformers & Equipment: 🔹CG Power 🔹Voltamp 🔹Yash Highvoltage EPC/Transmission: 🔹Power Grid 🔹KEC International 🔹Techno Electric 🔹Kalpataru Projects 🔹Adani Energy Solutions (for TBCB projects) Reasons for lead the next power sector leg. 🔸Technical moats 🔸Specialized tech 🔸Multi-year visibility 🔸Exploding order books 🔸High barriers 🔸Long cycles 🔸Huge capex visibility The power sector bull run is coming📈 EHV & HVDC players will lead it because generation without evacuation is useless. Which Stocks are you tracking? Drop them below Bookmark🔖 save for future reference. No Recommendation DYOR 🚫 #Nifty #GIFTNIFTY #StocksToWatch #StockMarketIndia

@Sundayinvestin Can we buy on listing too Millworks?

@IndraprasthaCap Understood! Double pressure on the companies financial!

@SahilDigwa73522 Yes true but weak cash generation will again put pressure on cash position of the company

Calculating Incremental Working capital need is absolutely necessary for SME/Small-cap investors: -While company can give rosy guidance of 50%-60%, but if they do not have cash in bank to support that kind of growth, then that growth will come by either equity dilution or short term expensive debt or simply company will not be able to fulfill that growth. -Simple steps to calculate incremental WC need: Take this year's revenue for eg-100cr Calculate NWC from B/S (Recievables + inventory - payables) for eg-50cr % of revenue stuck in WC = NWC/REVENUE = 50cr/100cr = 50% Calculate estimated revenue for next year, we assume company guided for 50% growth so FY27E = 150cr 50% is the WC intensity in this business so 50% of 150cr =75 cr (that will be stuck in NWC) -So incremental wc = 75cr-50cr= 25cr Basically company needs 25 cr in NWC to support 50% growth guidance and if Cash equivalents are way less than this, company will need to raise money be it: Bank limits, Short term borrowings or equity dilution Covering 4 SME company wc needs as example:

@manishlalwani9 @rohiitian @Tanmay_31_ @sachprat07 @Sundayinvestin Much awaited!

Mega IPO Opinions space tonight July 2nd week IPOs with @rohiitian, @Tanmay_31_, @sachprat07 & I only on @Sundayinvestin We cover 2 mainboard IPOs - #SBIfunds, #LaserInfra and 3 SME - #Millworks, #Devson, #HappySteels Space link in 1st comment. Do join. No recommendation. DYDD

@IndraprasthaCap The calculations can also change if company to use some of its reserves to fund next leg of growth, Right?

1. Maxvolt Energy ltd. FY26 Revenue = 297cr Guidance = 60%-70% (taken 70% for calculation) FY27 E Revenue = 504cr NWC deployed Receivables = 39cr Inventory = 62cr Payables = 12cr 39+62-12= 89cr WC intensity= 89cr/297cr= 29.97% WC needed for FY27 Revenue= 504cr * 29.97% = 151.3cr Incremental WC need= 151.3 cr- 89 cr = 62.3cr Cash equivalents = 26cr shortfall= 36cr To cover this shortfall company is raising another 60cr-70cr in fundraise. #maxvoltenergy

@ShivSha7 What valuation method do you consider before entering the stock ?

10. OBSC Perfection - 1.5x now Was late to enter. But no worries!! Long Journey to go 🛣️ : 🚀🌕

@IndraprasthaCap @chetanmahur25 @Normal_2610 POCL too in the same segment ( copper cathode)

@chetanmahur25 @Normal_2610 Yes

Copper cathode is a higher-value, standardized product (LME Grade A). It improves realization and margins significantly. This is classic value migration, moving from basic recycling to downstream/value-added production. This single project can meaningfully change the company’s margin profile and growth trajectory from FY27–28 onward. From basic lead/copper recycling (volume game) - To niche, customer-specific alloys and compounded products (value game).

📚 Fundamental Analysis Series | Part 4/20 Revenue Growth Analysis📈 "Profit dekhkar khush hone se pehle Sales dekhiye... Kyunki bina revenue growth ke long-term wealth creation mushkil hai." Kai investors sirf PAT (Profit) dekhkar invest kar dete hain. Lekin ek sawal poochhiye: 👉 Kya company ka business sach mein grow kar raha hai, ya sirf accounting adjustments ki wajah se profit badh raha hai? Aaiye samajhte hain. 👇 1️⃣ Revenue Growth kya hoti hai? Revenue (Sales) ka matlab hai company ne apne products ya services bechkar kitni income generate ki. 📌 Simple language mein: Revenue business ki speed batata hai. Agar sales consistently badh rahi hai, to iska matlab demand bhi badh rahi hai. 2️⃣ Revenue Growth important kyun hai? 🤔 ✔ Demand strong hai ya nahi, pata chalta hai. ✔ Company market share gain kar rahi hai ya lose, samajh aata hai. ✔ Future profit growth ki foundation banti hai. ✔ Long-term wealth creation ka base hota hai. 💡 Yaad rakhiye: Profit temporary improve ho sakta hai, lekin sustainable revenue growth fake nahi hoti. 3️⃣ Revenue Growth kaise analyse karein? Sirf ek quarter mat dekhiye. Dekhiye: ✅ 3-Year Sales CAGR ✅ 5-Year Sales CAGR ✅ Quarterly Growth (QoQ) ✅ Year-on-Year Growth (YoY) Agar company har saal consistently grow kar rahi hai, to uski quality alag hi level ki hoti hai. 4️⃣ Healthy Revenue Growth kitni honi chahiye? Ye industry par depend karta hai. General guideline: 🟢 10–15% → Stable 🟢 15–25% → Strong 🟢 25%+ → Excellent (agar sustainable ho) Lekin... High growth tabhi valuable hai jab profitable bhi ho. 5️⃣ Revenue badh kis wajah se raha hai? Ye sabse important question hai. Growth kis wajah se aa rahi hai? ✅ New Customers ✅ Price Increase ✅ New Products ✅ Capacity Expansion ✅ Exports ✅ Acquisitions Agar growth sirf acquisition ki wajah se hai aur core business weak hai, to extra analysis zaroor karein. 6️⃣ Revenue Growth ke saath kya aur check karein? Revenue badh raha hai... Lekin kya: ✔ EBITDA Margin bhi stable hai? ✔ PAT bhi grow kar raha hai? ✔ Operating Cash Flow positive hai? ✔ ROCE improve ho raha hai? Agar sales badh rahi hain lekin margins aur cash flow gir rahe hain, to quality par sawal uthta hai. 7️⃣ Red Flags 🚨 ⚠ Sales growth continuously slow hona ⚠ Ek hi customer par dependence ⚠ One-time revenue spike ⚠ Acquisitions ke bina growth na hona ⚠ Revenue badhe, lekin cash flow na aaye 🌍 Real-Life Example Do companies hain: Company A Revenue Growth: 28% PAT Growth: 6% Margins continuously gir rahe hain. Company B Revenue Growth: 18% PAT Growth: 20% Margins improve ho rahe hain. Operating Cash Flow strong hai. 👉 Long term mein Company B zyada quality business ho sakti hai. Sirf high sales growth dekhkar decision mat lijiye. Growth ki quality bhi samajhiye. 📌 Investor Checklist ☑ 3–5 Year Sales CAGR ☑ Quarterly & YoY Growth ☑ Growth sustainable hai? ☑ Margins stable hain? ☑ Cash Flow support kar raha hai? ☑ Revenue organic hai ya acquisitions se? 💡 Did You Know? Bahut si multibagger companies ne apne early years mein consistent 20%+ revenue growth dikhayi thi. Consistency often matters more than one extraordinary year. ⭐ Golden Rule "Revenue batata hai business kitni tezi se badh raha hai, lekin Cash Flow aur Margins batate hain ki woh growth kitni mazboot hai." 🗳 Investor Poll Aap company analyse karte waqt sabse pehle kya dekhte hain? 🔹 Revenue Growth 🔹 Profit Growth 🔹 Cash Flow 🔹 ROE / ROCE 👇 Comments mein zaroor batayein. 📚 Part 4/20 Completed ⏭ Next Post: Part 5/20 – Profitability Analysis "High Sales ka koi fayda nahi, agar company profit hi na kama rahi ho." ❤️ Agar yeh series aapko valuable lag rahi hai to Like • Repost • Bookmark zaroor karein aur apne investing friends ke saath share karein. #FundamentalAnalysis #RevenueGrowth #Investing #StockMarket #ValueInvesting #SME #Microcaps

@sachprat07 *too

@sachprat07 Maybe for Kevin De Bruyne top 🙌🏻 One of the best games played by Spain in the world cup !

Too much for Belgium in the end ⚽️🙁 Luis de la Fuente needs a tactical masterclass against Les Bleus in the Semis 🇫🇷🏆 Unfortunate for Courtois; probably the last of him.🙏🙏 #fifa #wc2026 #roundof8 #quarterfinals #ESPvsBEL #Spain #Belgium

@ishmohit1 Ohh great ⭐! My brother is cofounder of the club ✨

@SahilDigwa73522 👍

Late night badminton 🏸

@_HealthZwealth @I_Trader_Deepak Agreed. Listed and regulated markets have options to liquidate your capital anytime! Thank you sir!🙏🏻

@SahilDigwa73522 @I_Trader_Deepak Pre ipo investment is a risky game. Some stocks hit out of the park six, but some stocks don’t even reach IPO stage as well for long time.. For a new investor - It’s Better to invest in the listed market..

Millworks Technologies Precision engineering company. Manufacture of machined components, sheet metal parts, and integrated assemblies used in mission-critical applications across the railways, aerospace, defence, and semiconductor sectors Finally DRHP ✅ Disc: Invested

@_HealthZwealth @I_Trader_Deepak And what is the minimum ticket size to invest in pre ipo companies?🙏🏻

@I_Trader_Deepak Through friends

High-Quality Small Cap Stocks to Watch 🔹 Atlanta Electricals 🔹 Quality Power 🔹 KRN Heat Exchanger 🔹 Sigma Advanced Systems 🔹 CMR Green Technologies 🔹 Sedemac Mechatronics 🔹 Apollo Micro Systems 🔹 Precision Wires 🔹 KSH International 🔹 TD Power Systems 🔹 Aeroflex Industries 🔹 Inox India 🔹 Senores Pharmaceuticals 🔹 Powerica 🔹 Viviana Power Tech 🔹 Syrma SGS Technology 🔹 Sansera Engineering 🔹 GMDC 🔹 ACME Solar Holdings 🔹 Marine Electricals 🔹 Tenneco Clean Air India 🔹 Park Medi World 🔹 Yatharth Hospital 🔹 Omnitech Engineering 🔹 Aequs 🔹 Krishna Defence 🔹 Modern Insulators 🔹 Gala Precision Engineering 🔹 Universal Cables 🔹 Azad Engineering 🔹 POCL (Pondy Oxides & Chemicals) 🔹 Lloyds Engineering Works 📌 These companies operate across sectors such as Power, Defence, Electronics, Precision Engineering, Industrial Manufacturing, Healthcare, Renewables, Cables, and Capital Goods. They are worth tracking and studying from both a fundamental and technical perspective.