Ravi

@tushar9590 people having 50k to spend would never have heard of timex

Would you still call Timex a Fashion Watch Brand? Their Waterbury Heritage brings the first automatic watch to collection. Priced above 50000 rupee.

@SwarnashishC dada there couple of business looking attractive too like manorma, shriram piston ,artipharma ,garware,northerarc ,equitas many more

RBZ Jwellers: Mcap 416cr FY25 PAT: 39Cr (TTM 50+) Co can reach triple digit PAT by FY30. Retail store expansion in native state (currently one store in Gujarat) and expansion in Job work should drive the growth. Not the best business but valuation is very attractive.

@investor_sr33 the most import part you missed is 80pc is not sustainable ,it is coming from low base😂

Hidden Microcap Triggers – Day 5 Stock: Atlanta Electricals If you track microcaps, save this 👇 Power infra is not exciting. But it’s where the biggest money is quietly being made. Here’s what’s happening 👇 First, the growth is real. • ~80% YoY revenue growth recently • Strong margin expansion • Management guiding ~40% growth ahead This is not a story. It’s execution showing up in numbers. Second, the order book is strong. • ~₹2,400+ Cr order book • High visibility for next 12–18 months In infra, visibility = confidence. Third, capacity + scale is kicking in. • New facilities operational • Higher utilization • Operating leverage improving That’s why margins are expanding Now the interesting part 👇 The entire power cycle is turning: • Grid capex • Renewable integration • Transformer demand This is a multi-year tailwind But here’s what to watch: • Working capital cycles • Client concentration (large orders) • Execution consistency Because in infra: Revenue is easy. Cash flow is the test. My view: This is not a hype stock. It’s a cycle + execution story. If growth sustains… This is where strong re-rating + compounding can happen. The kind most people miss. Follow @investor_sr33 for high-conviction microcap insights before they go mainstream.

Here are select companies that can double their PAT in the next 3-4 years. All trading at reasonable valuations Disc: no reco. Ideas for further study

list of companies with strong management guidance. Sarda Energy(30–35% for next 4 years) Pondy Oxides and Chemicals (20–25% ) Shilchar Technologies(20%+)

@soicfinance CCL from B2B to B2C

Business transition stories- Sunday Gyaan 1. Business transition stories often start when a company has a cash cow business segment and is diversifying into a high growth segment. 2. Initially, it takes efforts of multiple years and it reflects in the numbers of the companies in a minisucle way. 3. Over a period of time, the new revenue stream starts emerging and is generally higher margin in nature with bigger barriers to entry. This entire transition is similar to the way a bamboo tree grows. For the first 3–5 years, the bamboo plant appears dormant. It produces little to no visible, tall growth. However, it is developing an extensive, deep underground rhizome system (roots). Establishment & Explosion (The Compounding Effect): Once the foundation is established, new shoots emerge in the spring. In as little as 6 weeks, some species can grow over 80–90 feet tall. Coming to examples:- 1. Neuland laid the seeds of its CDMO business way back in early 2010. For few years the business did nothing and eventually a bamboo tree explosion happened. 2. HBL originally developed KAVACH in 2005 and did trials for it in 2012. Nothing happened and the moment KAVACH adoption started the company got big orders. How to spot these stories? 1. Check the example of SANSERA engineering, how the Aerospace Defence Seminconductor business is growing and management's commentary around it. From 120 crores a year to talks of it being a 550-600 crores per annum business. 2. See how AARTI Pharma's CDMO business is growing and their guidance around it. Eventually, the seeds are sown for the tree to sprout even though it make take a dew years. 3. Check how ACUTAAS chemicals CDMO business has done vs their base intermediates or chemicals business. New revenue vertical they talked about growing 10 times in 4 years in 2024. 4. Fedfina is another interesting example on how the business is derisking its business from unsecured business to a twin engine of Secured assets in mortgages & gold loans. Track these stories by checking out the: 1. New products 2. New segments 3. Growth rates in these segments and when they will become meaningful. It's a really strong mental model! Disclaimer: no recommendation to buy or sell. Idea is to discuss on why Product mix change and business transition stories can be powerful.

check Sika Interplant too not sure how 2cr ke machine se 200cr ka sales

cantabil is confident in maintaining double-digit revenue growth, targeting over 20% growth this year with opening up new bigger stores ,targeting EBITDA 29-30pc in next year.

@Vismaya9999 when you buy all fades ,left right center ,what did you expect

Sold 4 years old entire portfolio with 40 stocks Now building new concentrated portfolio with 10 stocks for the new year 2026 #PortfolioDay

interesting read ,can easily connect with entero healthcare

@SureshKBN one presenter says follow cashflow other presenter presents ems company ,lots of contraction in mind who follows them,ultimately its our own wisdom would make difference.

Investor summits bring together every possible framework, style, sector, and stock idea from around the world. Instead of clarity, this overload often leaves investors more confused than before

@sahil_vi Himadri could be one of beneficiary ,should go to growth drivers in annual report

It is my firm belief that BESS sector will create massive wealth, potentially more than solar Key tailwinds : 1. Solar is cheapest but generation is primarily between 10 am and 4 pm. Rest of 18 hours, the generation of renewable is difficult or expensive or erratic 2. there is an inherent gao between demand peak & supply peak due to which there is a need to generate & store close to 300 Gwh of energy 3. Among all storage solutions bess is cheapest & will get cheaper since it is manufactured item. Electronics is deflationary. In comparison pumped hydro will get expensive since these inputs like steel & cement are inflationary 4. Another big demand engine would be data centers. In usa already 5% of electricity consumed is data centers. By 2030 I wouldn't be surprised if 50% of electricity consumed is inside data centers. Data centers need immediate battery backups for ensuring continuity of the computations. ~ 40% of capex of a data center at around 10-15 cr per MW is only for this battery backup solution. World will end up with 100 GW of data centers in next few decades and bharat alone with 10 GW in a few years. Value chain: Ore + chemicals => electrodes + electrolyte => cells => battery module => battery pack => battery storage container => EPC + BOO of BESS solution => electricity Cell making is complex & needs lot of time, capex, capabilities Large wealth would be created primarily in module/container manufacturing since they have the highest roce. Epc is good too but most government tenders are BOO (build own operate) types meaning that the tender winner has to put up their own capital. Key triggers 1. As of now government duties on import of cells is 5% but that on the import of battery modules is 10-15% or so. This provides some protection to module/pack manufacturers but I expect this duty to go up even more as installations Happen. I Expect at least 10 GWh of execution to happen in next 18 months. The government target is to get to 30 GWh installation by 2027 3. I expect there to be some ALMM for bess as well in next 1-2 years. These domestic content requirements will create tremendous value for domestic manufacturers The best person to track for understanding the industry is debmalya sen sir of IESA here is his linkedin profile : linkedin.com/in/debmalya-sen Disclaimer: invested in this sector across the value chain & biased

Themes we think can grow in double digits Electrification Weight loss drugs CDMOs Lab Grown Diamonds Defence Good Banks where structure is changing (Universal bank) Financialisation theme like Investment bankers, Wealth managers, Custodians etc New Age Capital goods like PEBs or Mechanisation or Data centre Capital goods Auto OEMs with blockbuster products Boring businesses like coffee, Rice or retailing Premiumization trend (PPF, watches or others) IT product companies transitioning to SAAS businesses Hospitals and domestic healthcare Anything that you find interesting?

Strategic expansion of Timex Watch retail & Guess jewelry Enhanced emphasis on premium product offerings and experiences Strengthening digital footprint through increased e-commerce activity Accelerated initiatives for brand elevation and awareness businessworld.in/article/indian…

Pokarna is caught in tariff , stands out as one of the rare B2B players consistently delivering strong margins, FY27 they can have 500 Cr business due to new kreos &chromia

needs to differentiate these promoter intention of putting flashy pictures ,though they were first movers but after visa partition they were not able to get deals in US/Europe ,they did some close window prestation for some investors

@investor_vineet i have tried to be concentrtred investor would continue,jab kismat me rhega to paisa banega ,waise neeche wale stock me aaj tak position nhi mila tab bas utna umeed nhi karte

I have successfully distanced myself from markets, but will continue to track wherever I find things interesting Zen mode on 🧘🧘🧘 Ab sirf expiry trading bachi hai...usko bhi ek stop time de rakha hai, waha se bhi nikal lenge

@investor_sr33 your most of tweet about stock is sheer noise nothing else

Orders will keep flowing for companies like Bondada & Oriana — the pipeline is clear. But all people ask about is cash flow. 😔 Early-stage growth stories need patience. Profits follow execution. Let them build.

@AnirbanManna10 they do job work ,so wont pay so much for this cashflow to bad me dekhnege

📌Studying Senores Pharma 1⃣But unable to understand why the stock is not moving up despite huge guidance for next few years ? 2⃣How did the company manage to increase the REVUNE from 14 Cr in FY22 to 298 Cr in FY25? Huge Jump just in few years? 3⃣Any concern for US market in future? Inputs will be helpful if you have studied the business?

Excellent post on parag ,always look for buisness going tranformation ,form dairy to nutrition-centric FMCG .