📊13 Small & Mid-Cap Companies where Management has guided for revenue growth of more than 100%.
[A Thread...]🧵👇
✍️Trident Techlabs Ltd:
🔹M Cap: ₹1,707 Cr.
🔹P/E: 182
🔹CMP: ₹988
🔹Sales Growth: 7.82%
🔹Future Guidance: Company aims to achieve total sales of ₹250 crore for FY25 with a projected PAT of approximately ₹40 crore, while confidently setting a revenue target of ₹1,000 crore over the next five years.
✍️Viviana Power Tech Ltd:
🔹M Cap: ₹499 Cr.
🔹P/E: 58.9
🔹CMP: ₹835
🔹Sales Growth: 125%
🔹Future Guidance: Company projects a turnover of ₹160 Cr in FY24-25, growing 50% to ₹240 Cr in FY25-26, and 52% to ₹365 Cr in FY26-27.
✍️Cosmic CRF Ltd:
🔹M Cap: ₹1,166 Cr.
🔹P/E: 63.7
🔹CMP: ₹1,422
🔹Sales Growth: 24.2%
🔹Future Guidance: Company aims to double revenues every year, targeting ₹8,000 to ₹10,000 crore turnover within five years.
✍️Genus Power Infrastructures Ltd:
🔹M Cap: ₹12,601 Cr.
🔹P/E: 86.4
🔹CMP: ₹415
🔹Sales Growth: 71.3%
🔹Future Guidance: Company's revenue for FY24 stood at ₹1,201 crore, and it is confident about reaching a revenue target of ₹2,500 crore for FY25, with an anticipated EBITDA margin of 15% to 16%.
✍️Insolation Energy Ltd:
🔹M Cap: ₹8,793 Cr.
🔹P/E: 86.4
🔹CMP: ₹4,221
🔹Sales Growth: 142%
🔹Future Guidance: Company aims to surpass $1 billion in revenue with PAT margins exceeding 10% within the next three years.
✍️Teerth Gopicon Ltd:
🔹M Cap: ₹601 Cr.
🔹P/E: 34.1
🔹CMP: ₹501
🔹Sales Growth: 179%
🔹Future Guidance: The company has provided a revenue guidance of ₹250-300 crore for FY25 and ₹750-900 crore for FY26.
✍️Bondada Engineering Ltd:
🔹M Cap: ₹6,474 Cr.
🔹P/E: 98.9
🔹CMP: ₹599
🔹Sales Growth: 79.4%
🔹Future Guidance: Company aims to double its revenue and profit in FY25, targeting ₹4,000 crore in revenue and ₹330-340 crore in PAT by FY27, reflecting a 5x growth over three years.
✍️Kore Digital Ltd:
🔹M Cap: ₹782 Cr.
🔹P/E: 48.3
🔹CMP: ₹1,951
🔹Sales Growth: 498%
🔹Future Guidance: Company expects revenue of ₹300-400 crore for FY25, representing 2.6x its TTM sales, with a minimum PAT margin of 10%+, and aims to achieve ₹1,000 crore in revenue by FY26.
✍️Gensol Engineering Ltd:
🔹M Cap: ₹3,077 Cr.
🔹P/E: 37.8
🔹CMP: ₹812
🔹Sales Growth: 100.0%
🔹Future Guidance: The company targets a topline of ₹2,000 crore, reflecting a 108% increase from FY24's ₹963 crore, while aiming to maintain consolidated EBITDA margins at 25%-26%.
✍️PNGS Gargi Fashion Jewellery Ltd:
🔹M Cap: ₹1,108 Cr.
🔹P/E: 52.6
🔹CMP: ₹1,070
🔹Sales Growth: 195%
🔹Future Guidance: The management is confident about achieving a topline of ₹100 crore, signaling strong growth potential.
✍️Zen Technologies Ltd:
🔹M Cap: ₹ 15,922 Cr.
🔹P/E: 78.6
🔹CMP: ₹1,763
🔹Sales Growth: 112%
🔹Future Guidance: The company targets ₹900 crore revenue for FY2025 and ₹2,000 crore in two years, with EBITDA at 35% and PAT at 25%.
✍️Solex Energy Ltd:
🔹M Cap: ₹1,652 Cr.
🔹P/E: 78.3
🔹CMP: ₹1,529
🔹Sales Growth: 133%
🔹Future Guidance: The company aims for revenue of ₹800-900 crore in FY25, with an EBITDA margin target of 9%-11%.
✍️Sky Gold Ltd:
🔹M Cap: ₹5,801 Cr.
🔹P/E: 72.1
🔹CMP: ₹3,959
🔹Sales Growth: 88.4%
🔹Future Guidance: The company aims to achieve a revenue target of ₹6,300 crore by FY27.
⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only.
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💧A Detailed Comparison of Industry Leaders in Pump Manufacturing and Water Solutions Technologies
[A thread...]🧵👇
🔶About the Company:
⚡️Oswal Pumps Ltd.:
🔹 The company manufactures solar-powered and grid-connected submersible and monoblock pumps, electric motors, including induction and submersible motors, as well as solar modules.
🔹These products are marketed under the trusted 'Oswal' brand.
⚡️Shakti Pumps (India) Ltd.:
🔹 The company is primarily engaged in the manufacturing of pumps and motors of various kinds.
🔹It also offers advanced water pumping solutions to a wide range of applications such as irrigation, horticulture, domestic water supply, commercial, and industrial applications.
🔹Its brand "Shakti" is well-received in the domestic and international markets.
✨Vijay Kedia acquires 1 lakh shares of Advait Energy Transitions Ltd at ₹1,725/share in a bulk deal worth ₹17.25 Cr
✨Ashish Kacholia already holds a 2.7% stake, having entered last year
Detailed company analysis 🧵👇
✍️Company Overview:
🔹Advait Energy Transitions Ltd has grown from a power transmission and telecom infrastructure expert to a key player in India’s energy transition, now focusing on green hydrogen, solar EPC, and battery storage systems.
🔶Company at a Glance
🔹Global Presence: Projects executed in 45+ countries
🔹Completed Projects: Over 450
🔹Client Base: 120+ clients
🔹Market Share: AETL has a 50% market share in stringing tools and a 30% market share in insulator supply.
🚀Imagined in Israel, built in Bengaluru, this Indian Unlisted company manufactured Skystriker drones
🚀Adani Defense owns 26% stake in the company
🚀Alpha Design Technologies Pvt Ltd is a Bengaluru-based defense electronics company founded in 2003. Over the past two decades, it has emerged as a crucial player in India's defense ecosystem, specializing in designing, developing, and manufacturing high-tech systems across air, land, and space platforms.
🚀 Adani Acquisition: Game-Changer
In Dec 2018, Adani Defence & Aerospace acquired a 26% stake in Alpha, making it a key arm of Adani’s aggressive push into defense.
Post-acquisition benefits:
🔹Greater financial strength for scaling
🔹Access to Adani’s industrial ecosystem
🔹Expanded R&D capabilities
🔹Entry into larger turnkey defense contracts
✨ Comparison of Two Leading Players in the White Goods Space
Detailed Comparison 🧵👇
✍️About the Company:
🔶Voltas Ltd:
🔹Voltas operates in air conditioning, refrigeration, and electro-mechanical EPC projects across India and abroad (Middle East and Singapore) and offers engineering product services for sectors like mining, water management, construction, and textiles.
🔹 The company has a strong presence across India with offices in major cities and manufacturing units in multiple states and operates internationally in the Middle East, Southeast Asia, and Europe through subsidiaries and joint ventures.
⚗️India’s Chemical Industry: A Silent Comeback in the Making?
⚗️India’s chemical industry is valued at $220 billion, projected to reach $300 billion by 2030 and $1 trillion by 2040.
A Detailed Sectoral Analysis 🧵👇
✍️India's chemicals industry:
🔸This broad sector converts raw materials like oil, gas, and minerals into petrochemicals, basic chemicals, and specialty chemicals.
🔸It includes industries such as:
🔹Petrochemicals – e.g., polymers for plastics and synthetic fibers
🔹Inorganic chemicals – e.g., acids and alkalis
🔹Agricultural chemicals – e.g., fertilizers, pesticides, and herbicides
🔹Other categories – e.g., industrial gases, specialty chemicals, and pharmaceuticals
💡 Copper is no longer just an industrial metal — it's emerging as a super metal, playing a critical role in every advanced technology.
Here's why🧵👇
✍️Copper is no longer just another industrial metal — it’s a cornerstone of modern technologies. This has led some to call it the 'new gold,' drawing parallels to gold's status as a valuable commodity. Let's explore why copper is being compared to gold and what this means for the future.
🔹Dubbed the "metal of electrification," copper is essential for conducting electricity and heat. This makes it a key component in power grids, EVs, batteries, wind turbines, solar panels, data centers, and even advanced AI systems. With each passing year, demand is accelerating: