📊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.
✅Follow <@raghavwadhwa> for more insights on Micro cap companies and various sectors.
Even though all track the same silver, the screen price varies a lot.
Here’s the real reasons 🧵👇
1⃣ETF unit price is not the “silver price.”
ETF price is just the NAV per unit.
And NAV per unit depends on how the fund was launched + units created.
So one ETF can be ₹80 and another ₹200. Both can still be tracking silver correctly.
✅Example 1 (Nippon vs ICICI)
Nippon Silver ETF traded between ₹261–₹269.8 today with a NAV of ₹264.65, while ICICI Prudential Silver ETF traded at a higher range, ₹273.67–₹282 with a NAV of ₹276.21.
🏦 Parag Parikh Large Cap Fund NFO opens on January 19
A detailed thread… 🧵👇
1⃣PPFAS Mutual Fund has announced the launch of its new equity scheme, the Parag Parikh Large Cap Fund. The New Fund Offer (NFO) will open on January 19 and close on January 30, during which investors can subscribe at the launch price.
The fund marks PPFAS’s entry into the pure large-cap category, complementing its existing flexi-cap and ELSS offerings.
✨5 sectors are expected to benefit from the Union Budget 2026
A detailed analysis 🧵👇
1⃣The Macro-Economic Blueprint
The government is expected to stick to a disciplined fiscal glide path while attempting to revive rural and middle-class consumption.
🔹Fiscal Deficit: After targeting 4.4% of GDP in FY26, the government may set a tighter target of 4.0% to 4.2% for FY27 to reach the long-term goal of <3.5% by 2030-31.
🔹Nominal GDP Growth: Projected to be pegged at 10.5% – 11.0% for the fiscal year, accounting for real growth of ~7% and moderate inflation.
🔹Gross Borrowing: Likely to be contained around ₹14.5 – ₹15.0 lakh crore, signaling to global bond markets (like J.P. Morgan Emerging Market Index) that India is a stable investment destination.
⚡️2025 Was the Year of Metals; 2026 Could Be the Year of Commercial Vehicles
A Detailed Thread🧵👇
1⃣India’s commercial vehicle (CV) sector is slowly coming out of a weak phase and is now moving towards a fresh growth cycle. Especially in Medium & Heavy Commercial Vehicles (MHCVs), the signs of a new uptrend are clearly visible. Industry growth, which remained muted in the past few years, is now expected to accelerate to 8% in FY26 and 10% in FY27, compared with earlier expectations of 4–5%.
This revival is being driven by multiple structural and cyclical factors. Freight rates have improved, which has significantly boosted profitability for fleet operators. Lower GST rates have improved vehicle affordability,
✨ Comparison of Two Leading Mining & Metals Companies
A Detailed Comparison......🧵👇
✍️About the company:
🔷Hindustan Zinc Ltd:
🔸Hindustan Zinc is the world’s 2nd largest integrated zinc producer and the 3rd largest silver producer globally, with an annual silver capacity of 800 MT. It commands 75% market share in India’s zinc market and has integrated zinc-lead mines and smelting complexes across Rajasthan.
🔸Hindustan Zinc is self-sufficient in power with captive thermal power plants and has ventured into green energy by settingup wind power plants. World’s largest underground (UG) zinc mining operations at Rampura Agucha.
✍️Sarda Energy & Minerals Ltd:
Sarda Energy & Minerals Limited is the flagship company of Sarda Group and is engaged in the production of steel, ferro alloys, and power.
✍️Maan Aluminium Ltd:
Maan Aluminium Ltd is in the business of manufacturing & trading of aluminium profiles, anodizing and fabrication of profiles, aluminium ingots, aluminium billets, etc.