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

Jan 5
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How I analyze Indian Microcap & SME stocks using AI

I focus on asking the right prompts across AI tools.

Just use them on your AI like chatgpt , perplexity and thank me later .
1) Microcap Order Book + Execution Reality Check

Prompt:
“You are an Indian microcap analyst. For [COMPANY NAME] (NSE/BSE), build a structured note covering:
Order book: latest value, segment split (EPC/defence/rail/renewables/etc.), client quality, margin profile, retention/LD clauses, advances, execution cycle, and historical conversion to revenue.

Execution: quarterly execution trend, capacity constraints, working capital cycle, procurement dependencies, subcontracting risk, and site-level bottlenecks.

Red flags: aggressive revenue recognition, unusually high other income, sudden debtor jump, related-party transactions.
Output: a table + a 10-bullet ‘investment memo’ with base case / bull case / bear case.”
2) Management Fraud / Governance Deep-Dive (Microcap)

Prompt:
“Act as a forensic equity researcher. For [COMPANY NAME], perform a management integrity and fraud-risk scan:
Promoter background, past litigations, regulatory actions, auditor changes, resignations (CFO/CS/independent directors), pledging history

Related-party transactions and loan/advance patterns

Cash flow vs PAT divergence (5-year), receivables build-up, inventory anomalies

Auditor notes/qualifications and contingent liabilities

Any signs of round-tripping, channel stuffing, or overstated order book
Give a Risk Score (1–10) and list the top 12 due-diligence questions to ask management.”
Read 7 tweets
Nov 20, 2025
Quality Power Updates
Order book & visibility:
Order backlog stands ~₹830 Cr, ensuring strong revenue visibility. Tender pipeline remains robust across segments and geographies, supporting sustained growth. FY26 revenue guidance (~₹700–800 Cr) remains on track.
Capex & expansion: Major capacity expansion underway. Mehru division is ramping up with new production lines – on track to become the largest and most cost-competitive in its segment. A new coil manufacturing plant is slated to go live by June 2026, which will significantly boost future output capacity.
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Sep 19, 2025
Quality Power Electrical Equipments (QPOWER)

A quiet player in power-quality & grid equipment that’s quietly building scale.
Here’s why it could be India’s next big infra-tech story

A Thread Image
What they do:
Make high-voltage equipment – coils, transformers, harmonic filters, STATCOM/SVC, capacitor banks – critical for grid stability, renewable integration, and industrial electrification.
Numbers that matter (FY25):

Revenue: ₹392 cr

PAT: ₹100 cr

Order book: ~₹750 cr (15–18 months visibility)

Customers: 200+ across 100+ countries

Plants: Sangli, Cochin, Bhiwadi (Mehru), Turkey
Read 11 tweets
Aug 6, 2025
Some themes of defence which you may need to understand different companies ,

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IDDM Priority
Buy Indian–IDDM gets top spot in defence buys .

Companies like BEL, HAL, Mazagon Dock keep bagging large orders without heavy competition.

#MakeInIndiaDefence
Make‑I / Make‑II
GoI funds up to 70% of R&D under Make‑I & assures orders under Make‑II low‑risk, high‑reward play for private defence innovators.
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Jun 11, 2025
Oriana Power FY25 Update & 2030 Vision _ Concall update

Solar, BESS, hydrogen & more.

🧵 Image
Order Book Status

400 MW solar delivered

550 MW under execution

403 MWh BESS orders secured

700 MWh BESS pipeline building

Green hydrogen: 10,000 MTPA SECI allocation

Total current executable orders: ₹2,500 Cr+
FY26 Guidance

Revenue: ₹2,000–₹2,500 Cr

80% from EPC (solar + BESS + CBG + IPP)

20% from newer verticals

Green hydrogen revenue will start contributing after FY26
Read 9 tweets
May 5, 2025
Latent View Analytics – FY25 Update
One of India’s pure-play analytics firms just posted a strong FY25.
Revenue up, margins healthy, and new growth levers activated.
Let’s break it down Image
Numbers (FY25)

Revenue: ₹8,479 Mn (+32.3% YoY)

Net Profit: ₹1,735 Mn (+9.4% YoY)

EBITDA Margin: 23.7%

EPS: ₹8.45
Global Presence

1,600+ employees

Delivery across: US, LATAM, APAC, UK & EU

Models: Onshore / Nearshore / Offshore

Focus expanding in Canada, Mexico, GCC, and SE Asia
Read 10 tweets

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