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.

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Sandeep R

Sandeep R Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @investor_sr33

Jan 5
Thread 🧵

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.
Read 7 tweets
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 ,

🧵
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.
Read 8 tweets
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

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(