Sandeep R Profile picture
Apr 20, 2023 14 tweets 3 min read Read on X
A thread on Indrayani Biotech ltd (IBL)

Marketcap: 270 cr
CMP : 78

#investing #microcaps #retweet Image
IBL was incorporated on 09th March 1992. In 2018 taken over by Mr. Kasiraman Sayee Sundar new promoter of the Company.

The promoter is aggressive as seen in the latest order book and venturing into new acquisitions.
Business :
The model is to identify and aggregate prospective MSMEs having the potential for high growth.
They aggregate such companies and take them in as a subsidiary of the parent entity, based on mutual agreement.
Single-specialty hospitals, Pharma, homecare services, Agriculture services, Food services, Biotech products, Dairy products, small multi-fuel industrial Boilers, and Green energy plants are some of the high-growth areas where they are looking to aggregate MSMEs.
The subsidiaries in turn enjoy the advantages of access to highly skilled centralized business enablers like legal, secretarial, human resources, and accounting functions.
IBL is venturing into three verticals.
1. Food and Hospitality, 2. Healthcare, 3. Engineering.
The strategy will be mainly an Aggregation of Businesses through mergers, acquisitions, and partnerships.
As the first step, IBL initiated a Scheme of Arrangement (SoA) between IBL with Helios Solution Limited (HSL) and A – Diet Express Hospitality Service Limited (ADEHSL).

HSL is into Power Electronics Products and ADEHSL is into Industrial Catering.adietexpress.com
IBL has partnered with Matrix Boilers Private Limited. They manufacture hybrid boilers and have patented technology in Boiler production. They have installed more than 750 boilers all over India.
IBL to Acquire 51% of Indian Pharmaceutical Company KNISS Laboratories.
Received Contract for Food Supply to Gautam Buddha University in India recently .
Company is operating at ath sales and OPM is healthy . Image
Recent developments only give me more confidence about this company and promoters. Image
Technically there is a reversal and a breakout. Image
MSMEs will be a critical sector for pushing India's growth in the next 5 years and companies like IBL will play a key role in giving them the platform to perform.
Let's hope the orders continue and IBL turns out to be 10 X in the coming years.

#retweet for max outreach .
Ibls wholly owned subsidiary, IBL Healthcare plans to acquire controlling stakes in M/S Peekay Mediequip Limited ("PML"). PML is a company that was under Corporate Insolvency Resolution Process (CIRP). The acquisition process will be completed over a maximum period of 4.5 years.

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More from @investor_sr33

Feb 4
Anant Raj Limited – Data Center Business

Current Operations

6 MW IT Load operational at Manesar (as of Dec 2024).
0.5 MW IT Load dedicated to Ashok Cloud (IaaS in partnership with Orange Business).
Upcoming Expansions

Total planned capacity: 307 MW IT Load in 5-6 years.
Near-term projects (22 MW under development):Manesar: Additional 15 MW IT Load under development. Panchkula: 7 MW IT Load under construction.
Long-Term Growth Plans
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Rai: 200 MW IT Load (existing + greenfield expansion).

Panchkula: 57 MW IT Load (existing + expansion).
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Axiscades earning call highlights -

Defense & Aerospace Focus:
A significant portion of the order book comes from the defense segment. Although defense revenues can be “lumpy” (with design and prototyping work in one quarter and high‐margin production work in another), the company’s production order backlog is strong. Management mentioned that—for defense alone—the production revenues are expected to reach notably higher levels in upcoming quarters
Axiscades' key growth drivers: a healthy order book in defense and aerospace, strategic investments in digital, automotive, and energy sectors, cost efficiencies, and strategic acquisitions like EPCOGEN.
The broader Engineering R&D industry is facing short‐ to medium‑term headwinds due to factors like slowing automotive capex, inventory buildups in semiconductors, and macro uncertainties (e.g., changes in EV demand, geopolitical factors)
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Review of Unimech Aerospace IPO: Apply

About :

Specialized company focused on providing precision aerospace and manufacturing services. Headquartered in Bangalore, Karnataka. Image
IPO Details

Lead Managers: Anand Rathi Securities Limited and Equirus Capital Private Limited.
Registrar: KFin Technologies Limited.
Company Website: Unimech Aerospace
IPO Size: ₹500 Crores (₹250 Crores Fresh Issue + ₹250 Crores Offer for Sale).

Face Value: ₹5 per share.

Promoter Selling Shareholders:

Ramakrishna Kamojhala: ₹45 Crores.
Mani P: ₹45 Crores.
Rajanikanth Balaraman: ₹45 Crores.
Preetham S V: ₹30 Crores.
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Yash Highvoltage IPO Review:

A niche player in manufacturing transformer bushings, the company is set to raise ₹110.01 Cr with a price band of ₹138-₹146/share.

Here's everything you need to know before applying.#IPO #StockMarket #Investing #IPOReview #PowerInfrastructure #yashhighvoltageImage
Business Overview:

Established in 2002, Yash Highvoltage Limited specializes in manufacturing transformer bushings like Oil Impregnated Paper (OIP) and Resin Impregnated Paper (RIP). It operates in a niche sector supporting power infrastructure.
The company is based in Vadodara, Gujarat, with a capacity of 7,000 bushings annually.
IPO Details:

Total Issue: ₹110.01 CrFresh Issue: ₹93.51 Cr (for new factory & operations).
OFS: ₹16.50 Cr (promoter divestment).

Opens: Dec 12, 2024 | Closes: Dec 16, 2024.
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Nov 26, 2024
Amal : A small thread :

Strong Parentage: Backed by Atul Limited, a leader in the chemical industry, ensuring managerial, operational, and financial support.
Improved Financial Performance: FY24 saw revenue growth of ~40% (₹86.09 Cr) and a turnaround in profitability (PAT of ₹1.7 Cr after losses in FY23).
Strategic Location: Proximity to Atul's manufacturing facilities ensures cost efficiency, demand stability, and operational synergies.
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Key growth opportunities across multiple sectors.
👇
#Growth #Investment #SectorOpportunities #stockmarketsindia Image
Renewable Energy (Solar & Wind):

The global push for clean energy, including solar and wind power, presents a significant opportunity . Composition is heavily involved in providing cables, conductors, and transformer oils that are critical for renewable energy projects.
India’s renewable energy sector, particularly with ambitious targets for solar and wind capacity, is a core growth area. For example, the development of offshore wind farms in Gujarat and Tamil Nadu represents a multi-year opportunity .
Read 10 tweets

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