Sandeep R Profile picture
Apr 17, 2023 12 tweets 3 min read Read on X
Phantom Digital Effects Limited (PhantomFX) -

A thread about this quality microcap.

#RETWEEET #investing #phantom #sme #microcaps
Promoter :
Mr. Bejoy Arputharaj won the prestigious title of ‘Business Icon Award - 2022’ in the category Company of the Year at the Outlook Business Spotlight’s Business Icons Awards 2022.
Bejoy Arputharaj, as the company’s founder, CEO, and VFX Supervisor, dons several hats. He is a veteran of the CGI industry and has worked on more than 200 domestic and international films throughout his 20-year career in the VFX industry.
Business outlook :
Phantom Digital Effects Limited (PhantomFX) is one of India’s leading Visual Effects (VFX) Studios, that creates stunning visual effects for a host of feature films, Web Series, and Commercials for domestic and international clients.
The firm has produced visual effects (VFX) for numerous Indian film productions, including Vijay’s Beast, Kamal Hassan’s Vikram, Rajamouli’s epic-action drama RRR, Suriya’s Jai Bhim, Brahmastra, and numerous significant future Bollywood films.
The studio has additionally contributed breathtaking visual effects to a wide range of Hollywood films and Web series, through its administrative office in Los Angeles, Canada, and Dubai.
PhantomFX is TPN certified with a ‘data secure ecosystem’ that meets the rigorous standards of MPAA. The PhantomFX team is planning to establish world-class Digital studios in Vancouver & Montreal in Canada, Los Angeles in the USA, the United Kingdom, and Dubai.
Awards and recognition :
IAC Summit 2019 – Fastest Growing Indian Company Award in the 13th International Achievers Summit held in Bangkok

VAM Awards 2021 – Best Commercial Visual Effects for Nippon Paint

VAM Awards 2022 – Best VFX Shot Award for the Movie, Dangerous
Times Business Award 2022 - Excellence in the VFX and Animation industry.
Current status as per their website. This will only grow. Image
Market cap : 275 cr

OPM: increasing and will grow.
Last year H1 was bigger than the entire previous year's profit. Image
Growth in digital media and animation is also set to grow at 25 % cagr.

They have a good promoter and the industry is niche.
Currently, I don't see any competitor as well for them in this space.

Let's hope for the best!

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More from @investor_sr33

Apr 16
Fund names under ED investigation:
1.Zenith Multi Trading DMCC
2.Dream Achiever Consultancy
3.Ecotek General Trading LLC
4.Brilliant Investment Consultants

These entities hold 1%+ in multiple listed small-caps—now under the microscope for possible stock price manipulation.
What’s the game?
• Entities pump funds into illiquid small-caps
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• Book profits or offload via preferential allotments
• In some cases: layering hawala money into equity
Why does it matter?
• These stocks may be running on tainted flows
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This isn’t about P/E. It’s about exit risk
Read 6 tweets
Apr 16
AXISCADES Technologies: Engineering India's Defense Future

From aerospace to defense tech, AXISCADES is transforming India's strategic capabilities.

Here's why this company is making waves:​🧵👇👇 Image
New Leadership Appointments

Alfonso Martinez – CEO & MD (ex-Quest, Altran/Capgemini)

KP Mohanakrishnan – Dy. CEO & President, Aerospace (ex-Mahindra, Tata)

💻 D Murali Krishnan – COO & President, ESAI (ex-Cyient, $200M biz lead)

Defense. Semiconductors. AI. Global scale.
AXISCADES Order Book Update

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Execution backed by visibility.
Read 9 tweets
Apr 13
Thread: Kavach Stocks – Riding the Railway Safety Revolution

India is rolling out Kavach—a train collision prevention system—across 15,000 km of tracks.

Here are 3 companies powering this transformation:
✅ HBL
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✅ Quadpro ITeS (SME)

Full breakdown 🧵👇 Image
1/ HBL Power Systems ($HBLPOWER)

🧾 Kavach order: ₹1,522 Cr

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📈 Market Cap: ₹17,300 Cr

📊 P/E: ~20x

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HBL is the most credible large player in Kavach, handling end-to-end implementation.
2/ Kernex Microsystems ($KERNEX)

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🧾 Part of key Kavach pilots; expects more orders

❌ Loss-making but high optionality

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Read 6 tweets
Apr 13
5 Power Microcaps Building India’s Grid of the Future
Massive infra orders.

Explosive earnings growth.
And yet—under the radar.

Here are 5 small-cap power infra plays riding the ₹9.2 lakh crore transmission boom.

Let’s break them down: Image
Rajesh Power Services

BSE SME rocket that listed at a 90% premium.
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This isn’t just infra—this is energy tech.Image
Viviana Power Tech

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Consistent annuity biz + deep utility connects. Image
Read 8 tweets
Apr 11
Thread: Krishna Defence & Allied Industries Ltd

Ticker: KRISHNADEF
MCap: ₹977 Cr
Sector: Defense, Marine Engineering, Industrial Steel

While the street chases HAL & BEL, this company quietly supplies critical components to the Indian Navy.​

Here's the deep dive on why it deserves attention 🧵👇Image
2/
What do they do?

Krishna Defence manufactures:​

Naval warship components (like “Bulb Bars” for hulls)​

Military kitchens for field deployment​

Special alloys for defense & heavy engineering​

This is a “picks and shovels” player in India’s defense boom.
3/
Financials Snapshot (TTM):
Revenue: ₹165 Cr​

EBITDA: ₹25 Cr​

Net Profit: ₹18 Cr​

EBITDA Margin: ~15%​

Revenue up 50% in 2 years.
Profit up nearly 4x since FY19.
Operating margins are stable, and improving with scale.
Read 10 tweets
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Read 11 tweets

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