Mahesh Kad

What a day it has been for my portfolio. Every SME holding is performing very well today ❤️😊 #gargi #bondada #veefin #alkosign

🔥Some SMEs looking good on guidance for FY26 ( >1000cr Marketcap) Save It For Later 🔖 1. OrianaPower - 2000 - 2500 Cr. topline FY26 2. RajeshPower - 1600 - 1700cr topline 3. Afcom - 80-100% PAT growthE 4. KPGEL - 50-60% topline conservative 5. Aimtron - 280cr topline FY26 6. KrishnaDefence - 30-40% CAGR minimum for next 3yrs 7. AlpexSolar - 100% Topline FY26E 8. AustralianPremium - 75% CAGR next 2yrs 9. INA Insolation - 3000cr topline/350cr bottomline FY26 10. CosmicCRF - Double volume FY26 11. Danish - 50% topline expected 12. Vilas - 65% topline growth 13. ConcordControl - 40% for next 2/3yrs Which One Do You Have? Comment 👇 Retweet For Friends

SME Post IPO Unlock Events Period: 04/04/2026 to 10/04/2026 ======== 90D Anchor Unlock ======== 04/04/2026 MDRC Unlock: 5.84L shares | Locked from 2026-01-05 | Today Promoter: 1.10Cr | Public: 40.99L | Total Shares: 1.51Cr 08/04/2026 GTIL Unlock: 5.12L shares | Locked from 2026-01-10 | 4 days left Promoter: 99.75L | Public: 36.00L | Total Shares: 1.36Cr 1+ Year Unlock ======== 05/04/2026 SHREENATH Unlock: 32.70L shares | 1 days left 05/04/2026 DESCO Unlock: 39.37L shares | Locked from 2025-03-19 | 1 days left 06/04/2026 SHREENATH Unlock: 70.74L shares | 2 days left 08/04/2026 INFONATIVE Unlock: 63.50L shares | 4 days left 10/04/2026 RETAGGIO Unlock: 62.53L shares | Locked from 2025-03-25 | 6 days left 10/04/2026 SHRIAHIMSA Unlock: 74.51L shares | 6 days left 3+ Year Unlock ======== 05/04/2026 LABELKRAFT Unlock: 6.50L shares | Locked from 2023-03-15 | 1 days left 05/04/2026 BRIGHT Unlock: 29.00L shares | Locked from 2023-03-13 | 1 days left

🔥Some SMEs looking good on guidance for FY26 ( >1000cr Marketcap) Save It For Later 🔖 1. OrianaPower - 2000 - 2500 Cr. topline FY26 2. RajeshPower - 1600 - 1700cr topline 3. Afcom - 80-100% PAT growthE 4. KPGEL - 50-60% topline conservative 5. Aimtron - 280cr topline FY26 6. KrishnaDefence - 30-40% CAGR minimum for next 3yrs 7. AlpexSolar - 100% Topline FY26E 8. AustralianPremium - 75% CAGR next 2yrs 9. INA Insolation - 3000cr topline/350cr bottomline FY26 10. CosmicCRF - Double volume FY26 11. Danish - 50% topline expected 12. Vilas - 65% topline growth 13. ConcordControl - 40% for next 2/3yrs Which One Do You Have? Comment 👇 Retweet For Friends Disclaimer:- do your due diligence before investing ...I have no course no telegram ...only study purpose study !!

🔥Some SMEs looking good on guidance for FY26 ( >1000cr Marketcap) Save It For Later 🔖 1. OrianaPower - 2000 - 2500 Cr. topline FY26 2. RajeshPower - 1600 - 1700cr topline 3. Afcom - 80-100% PAT growthE 4. KPGEL - 50-60% topline conservative 5. Aimtron - 280cr topline FY26 6. KrishnaDefence - 30-40% CAGR minimum for next 3yrs 7. AlpexSolar - 100% Topline FY26E 8. AustralianPremium - 75% CAGR next 2yrs 9. INA Insolation - 3000cr topline/350cr bottomline FY26 10. CosmicCRF - Double volume FY26 11. Danish - 50% topline expected 12. Vilas - 65% topline growth 13. ConcordControl - 40% for next 2/3yrs Which One Do You Have? Comment 👇 Retweet For Friends

Power Demand —> 4x in 10yrs #AI #DataCenters

✨ It’s been a powerful week at Desco leading up to Diwali! We are delighted to share fresh orders and a new Letter of Intent in the CGD sector, strengthening our footprint across India: 1️⃣ ₹3.09 Cr – Orders from Sabarmati Gas Ltd. & Indraprastha Gas Ltd. (Patan, Radhanpur & Ajmer) Scope: MDPE Pipeline & Associated Works 2️⃣ ₹2.84 Cr – Order from GAIL Gas Ltd. (Bengaluru) Scope: New DPNG Connections & LMC 3️⃣ LOI worth ~₹1.20 Cr – Adani Total Gas Ltd. (Jalandhar) Scope: MDPE & LMC Works (Details to follow post purchase order) 💡 Each milestone is another step in powering cleaner energy and building sustainable lifelines for India. #DescoInfratech #Milestone #CGD #CleanEnergy #Growth

Most of the listed jewellery retailers have posted much better numbers than feared once again in this quarter. Proving many so called analysts / experts / media narratives grossly wrong.

🎯 Arihant Bharat Connect Conference 2025 A thread 💥 on some interesting companies only👇 ⏺️Bookmark for the future.

🇮🇳💥 India’s 155 mm Artillery Shell Manufacturing Boom 🧵 The 155 mm shell is the backbone of modern artillery warfare. Global conflicts + export demand have triggered a massive capacity build-up in India by PSUs & private players. Here’s why & who’s making them👇 #Defence #155mm #MakeInIndia #Investing 🌍 Why the Boom? 🔸 155 mm shells are standard NATO calibre — used worldwide. 🔸 The Ukraine war exposed a global shortage — NATO alone needs millions annually. 🔸 India has a cost advantage of up to 30–40% vs Western producers. 🔸 Global buyers (incl. Middle East & Europe) are turning to India for high-volume, low-cost supply. 🔸 Indian Army’s modernization + “Atmanirbhar Bharat” push = domestic demand surge. 🔸 Govt has opened missile & munitions manufacturing to private sector, accelerating capacity creation. 🔸 1️⃣ Balu Forge Industries Ltd (📈 #BALUFORGE) 🏭 Automated line for empty 155 mm shell bodies commissioned. ⚙️ Installed capacity ~3.6 lakh shells/yr, among India’s largest private. An upcoming capacity that will go live in the next few months. ✅ Vendor approvals received; commercial supply underway. 🔸 2️⃣ Goodluck Defence (Goodluck India Ltd – #GOODLUCK) 🏭 New defence vertical producing 105 mm to 155 mm M107, ERFB & ERFB-BB shells. 📈 Initial capacity 1.5 lakh shells/yr. 🚀 Expected Trial production in Q3 FY26, then ramp. Strong export ambitions. 🔸 3️⃣ Sunita Tools (#SUNITATOOL) 🇮🇳 Precision tooling player entering defence manufacturing. 📝 LOI for ~2-3 lakh 155 mm M107 empty shells (₹600–800 cr). Sunita Tools' future plans involve expanding its defense manufacturing capabilities to produce filled artillery shells and advanced fuses, complementing its existing contracts for empty shell casings. 📦 Target deliveries ~7,500 shells/month over 12–13 months and ramp up to 2L+ shells by FY 26-27. Trails completed, commercial production to start soon for 1st Plant. 🌍 Primarily export focused — early mover in SME space. 🔸 4️⃣ Nibe Ordnance (#NIBE) 🏭 300+ acre forging campus at Shirdi (Maharashtra). ⚡ Produces forged shell bodies up to 155 mm. 🤝 Partnering Premier Explosives for ammunition JV. 📌 Capacity not disclosed but strategically positioned for scale. An upcoming capacity that will go live in the 2026. 🔸 5️⃣ DPSUs — Munitions India Ltd (MIL) & Yantra India Ltd (YIL) ⚙️ YIL makes empty shell bodies; MIL fills explosives. 🌐 Executing large export orders (incl. Saudi) through FY27. 🔺 Ramping 155 mm shell output for domestic + export markets. 🔸 6️⃣ Solar Group / EEL (Economic Explosives Ltd) 🧨 Explosives & fuzes leader entering 155 mm shell production. 🏗️ Land allotted at MIHAN, Nagpur for a new shell facility. 🚧 Preparations underway — expected to be a significant private player. 🔸 7️⃣ Reliance Defence 🤝 JV with Diehl Defence to make Vulcano 155 mm precision shells in India. 📌 Ratnagiri “Defence City” planned with shell & propellant capacity. 🧭 Early development stage but strategically important. 🔸 8️⃣ Special Blasts Ltd (SBL) 🧨 Expanding explosives capacity to 8,000 MTPA. 📌 Plans to enter 155 mm shell manufacturing within ~2 years. 💡 Could become niche supplier for filled shells. 📈 Why this matters ✅ India is becoming a global production hub for 155 mm shells ✅ Massive export opportunity + domestic modernization ✅ New private players + PSUs = diversified, scalable ecosystem ✅ Investors should watch this sector closely 👀 #Artillery #DefenceStocks #155mm #MakeInIndia #Exports #Investing #IndianDefence #MilitaryProduction #BharatShakti #MSME #Infra #WarEconomy #sunitatools 📌 Disclaimer: This thread is for informational purposes only. Not investment advice. Please DYOR before making any financial decisions.

Bondada is gearing up for 2X growth, venturing into new verticals and exploring inorganic expansion opportunities. #Bondada

We will be doing a space today at 9:00 PM. x.com/i/spaces/1nAJE…

Oriana Power : Guidance of 2x for FY26, Again 2x for FY27 (Good visibility) and thereafter 70-80% CAGR for coming years could translate into a Rs.3400cr+ PAT in FY30 vs 159cr in FY25. Horizontal diversification looks promising. Current Market Cap is Rs.4874cr. Assets Recycling Strategy with Generation, Storage and Consumption and occasional fund raise after moving to Mainboard at better valuations. Delight for long-term investors.

Taril is closest peer for atlanta,Margins almost similar M.cap Taril - 15k crs Atlanta - 5.8k crs MVA Capacity Taril - 75k MVA by mid CY26 Atlanta - 63k MVA currently FY25 Sales,PAT Taril - 2,017, 216 Atlanta - 1,244, 119 FY26E Sales,PAT Taril - 3,000, 360 Atlanta - 2000, 200 FY25 PE Taril - 69x Atlanta - 49x FY26E PE Taril - 42x Atlanta - 29x Valuation GAP 44%. #TARIL #Atlanta

Oriana Power : Feedback from the AGM held today - Integrated Growth Strategy revolves around Generation, Storage and Consumption 🚀 🟢 Current Orderbook : Rs.4,500cr (Including L1), Upgraded earlier guidance for BESS from 3.5GWh in FY30 to 20 GWh in FY30 🟢 Revenue guidance : 2x in FY26 and again 2x in FY27, Margins Intact. - Driven by strengthening market position in open access C&I solar EPC - Faster-than-expected execution and demand in BESS, already executed majority of its FY26 guidance on BESS. 🎯 Revenue Drivers beyond FY27 includes: - Solar EPC & Solar IPP (Generation Strategy) - BESS EPC and IPP Projects (Storage Strategy) - Green Hydrogen, Green Ammonia, eFuels (Consumption Strategy) - Data Centre EPC (Consumption Strategy) 🎯 SME to MNC : Seeing very high potential in Alberta for Data Centre and Solar Projects. 🎯 JV with Splitswater to start contributing post FY27 Electrolyer facility postponed by 6 months due to sharp decline in electrolyer prices in China and substantial pipeline of new capacity in China. This has led to adoption of consumption-led growth strategy amid increasing viability of Green Derivatives of Solar Power like Hydrogen, Ammonia, eFuels. 🎯 Management assured that the shareholders will always have earnings' visibility of next two year. Amazing growth path, forward looking and adaptive business strategy to stay ahead in the game. #RenewableEnergy Old guidance given during FY25 results:

🗼Atlanta Electricals V/s TARIL V/s Danish Power 🗼A new company in the transformer sector 🗼An in-depth comparative analysis of key transformer players Detailed Comparison🧵👇

Atlanta Electricals Ltd : Single pager for ready reference !! #atlantaipo #Transformers #AtlantaElectricals

My interaction with Viviana power tech management on their expasion into BESS, Solar EPC vs focus on Transmission and Distribution Their answer "Transmission and distribution network establishment would be the core business of Viviana Power Tech Limited for at least a decade"

🌟 Honoured to have Shri @Tejasvi_Surya, Member of Parliament (Bangalore South), inaugurate our MDPE & Associated Works project for GAIL Gas India in Bengaluru. His presence gives this milestone even greater significance—marking the start of Desco’s next journey in building safe, seamless and future-ready CGD infrastructure, and spreading awareness for the smooth & sustainable use of natural gas. Together, let's make sustainable & self reliant India🇮🇳

🚨 Growth Momentum Update 🚨 With a market cap of ₹179 Cr., Desco Infratech continues to strengthen its order book with multiple wins this quarter — including projects worth ₹3.96 Cr., ₹4.19 Cr., ₹8.45 Cr., ₹1.30 Cr., and ₹37.9 Lakh, alongside an L1 confirmation for O&M works in Indore & Pithampur with Avantika Gas Ltd. Building trust, securing growth, and powering India’s infrastructure journey.