🚨#GSMFoils Q1FY26 concall notes -

👉About the company : GSM Foils is a quality-focused manufacturing of aluminium foil based on primary packaging materials, specifically blister foil and strip foil, which is used for packing tablets and capsules in the pharmaceutical industries.

A thread 🧵 (1/n)👇 👉Clients & Manufacturing capacity : With more than 65 active pharmaceutical clients across 14 states in India, we have built a reputation for customization, quality, and reliability. We operate from the state-of-the-art facility in Vasai, Maharashtra, certified by an ISO 9001-2015, with an installed capacity of over 10,000 metric tons per annum.

(2/n)

🚨#InsolationEnergy (Solar panel manufacturing & EPC)

👉FY25 results:
Revenue grew 81% YOY to 1334cr🔥
PAT grew 129% YOY to 126cr🔥
PAT margins improved to 9.5%
Current Mcap : 5776cr

A thread 🧵(1/n)

https://twitter.com/ManishK46113331/status/1868551060710727955

Cashflow from operating activity : +113cr

(2/n)

🚨Added #CosmicCRF

Management plans to double revenue , profit every year for next 5 years to reach 8000cr sales from current 250cr, FY25 guidance 500cr

A thread 🧵(1/n)👇

4x employees in last 2 years
6x capacity expansion planned

(2/n)

🚨#KCEIL 2mins read

A small thread🧵(1/n) 📌Kay Cee Energy & Infra Ltd #KCEIL

👉H1FY25 Revenue 38cr,
👉FY24 Revenue 65cr
👉Order book remaining post H1FY25 is 520 crore
👉Market Cap : ₹ 313 Cr.
👉Current Price : ₹ 285
👉High / Low : ₹ 424 / 171
👉Stock P/E : 35.7
👉ROCE : 22.6 %
👉ROE : 20.2 %
👉Face Value : ₹ 10.0
👉Promoter holding : 70.4 %, Pledged % : 0.00 %
👉EPS : ₹ 7.99
👉Price to book value : 6.30
👉No. Eq. Shares : 1.10cr
👉Return On Assets : 7.33 %
👉Debt to equity : 0.61x (30cr total debt)
👉Net worth : ₹ 49.6 Cr.
👉Asset Turnover : 0.70x
👉ROIC : 14.7 %
👉Quick ratio : 1.30x
👉Current ratio : 2.01x
👉FY24 : Revenue 65cr, PAT : 6.5cr
👉H1FY25 : Revenue 38cr, PAT : 5cr

Risks :
1) Concentrated to one region, the state of Rajasthan and RRVNL

(2/n)

🚨#KrishnaDefence can deliver an upside of 40-66% from current levels

Insights from concall :

👉FY24 Revenue 106cr
👉H1FY25 Revenue 94cr, PAT margin 11.7%
👉Order book as of Sept 30th, 2024 stands at 282cr which is to be completed in next 12-18 months
👉Management said H1:H2 revenue ratio which has been 30:70, will now be more balanced pointing towards a 40:60 / 45:55 ratio. This tells us that management can deliver 115-141cr revenue in H2 FY25 (this is my assumption)
👉Management said margins are going to increase from here and that they are trying to get near to 20% OPM from current OPM of 15%, because of operating leverage playing out. This tells us management can do close to 13% PAT margins and thus 15-19cr net profit in H2FY25 (this is my assumption)
👉Hence, valuing the company at 50x PE FY25, the company can be seen reaching a 1300-1500cr potential Mcap from here (50x PE is my fair assumption for a company projecting 40% CAGR growth for next 5 years and expected to deliver a 100%+ Yoy growth for FY25 which means I am expecting a 210-235cr Revenue and 26-30cr PAT for FY25)

Median PE 70x, Current PE 52x, Current Mcap 938cr

A thread🧵(1/n)👇 This hints us that company might be targetting to do 350-400cr no. in near future!

(2/n)

🚨 Insights from #SheraEnergy concall:

from FY24 875cr topline to FY26 guidance of 1500-2000cr

Mcap 485cr, PE 38x,
Promoter holding : 63.6 % no pledge
Promoters of Rajputana Ind.

A thread 🧵(1/n)👇 EPS growth guidance of 50-60% for FY25

(2/n)

🚨 How to calculate projected annual sales for FY25 , FY26 using projected Avg. trade receivables and projected avg. debtor days

Formula to calculate in the image below

Credits - @_Sandeep09

A thread🧵(1/n) @_Sandeep09 Taking the example of Sahasra Electronic Solutions Limited DRHP / RHP:

Trade Receivables for FY25 = 69.07cr and for FY26 = 88.76cr

(2/n)

🚨 Network People Services Technologies Ltd (SME)
#NPST

NPST is a fintech providing software and digital payment solutions to Banking & Fintech segment. It is an authorised Merchant Payment Service Provider approved by NPCI

Mcap 4780cr, PE 129, ROCE 83%, ROE 63%, FV 10, Promoter holding 67.6% no pledge, ROA 47%, ROIC 48%, debt free, PEG 1.56x, PB 83x, Asset Turns 2.2x, Current ratio 3.98x, Quick ratio 3.95x

Compounded Sales Growth:
5 Years : 48%
3 Years : 103%
TTM : 161%
Compounded Profit Growth:
5 Years : 83%
3 Years : 194%
TTM : 226%
Return on Equity:
5 Years : 40%
3 Years : 43%
Last Year : 64%

Vision : provide digital technology across financial value chain

Mission : achieve top 5 position in digital transaction volumes in the country

A thread 🧵(1/n)👇 - Currently transaction volume is 13 billion per month and NPCI has target to achieve 1 billion transaction per day 🔥

- NPST is one of the technology partners of NPCI in UPI ecosystem 🔥

- As we know UPI stack is going global with being live in many countries

(2/n)

🚨 Was just reading through #RMCSwitchgears
Mcap 917 crore

Management commentary of becoming a 5000cr enterprise by 2030👇

A thread🧵(1/n)👇 Production facility expansion from 5000 sqft to 8,00,000 sqft

(2/n)

📌 Aelea Commodities :

* started in 2018 as a commodity trading
* Started with 20MT then increased to 40MT. Want to expand to 400MT+ of annual production
* doing oil side of cashew than just cashew processing

A thread🧵(1/n)👇

#ACLD #aeleacommodities #AELEA * cashew sell has 30% and rest can act as biomass and most important difficult aspect of biomass industry is sourcing of the biomass
* 140MT of cashew will give 100MT of shell, and 100MT of shell will give 30MT of oil

(2/n)

🚨 #OrianaPower Thread #3

- Informed exchange about the plan to build a “Electrolyzer Gigafactory for Green Hydrogen and E-Fuels.”

- 500MW to be commissioned by 2026 and another 500MW capacity to be setup by 2027

- Revenue per MW Green Hydrogen EPC 6-8 crore

A 🧵(1/n)👇 - working with all C&I (Commercial & Industrial) clients, so are already in talks with selling cross segments (BESS, Green Hydrogen) business opportunities to the same set of clients

- plans of global expansion of projects in the Middle East, Africa and Europe in future

(2/n)

🚨 K.P. Energy

Promoter issues 6,88,000 fully convertible warrants to himself at an issue price of Rs.412 per warrant on a preferential basis

A thread🧵(1/n)

#KPEnergy 📌 What are Fully Convertible Equity Warrants?

Fully Convertible Equity Warrants (FCEWs) are financial instruments issued by a company that give the holder the right, but not the obligation, to purchase a certain number of equity shares of the company at a predetermined

(2/n)

🚨 SJ Logistics

* MD Rajen Shah is a CA, worked in Mafatlal Group
* company was started 2 and half a decades ago
* first generation entrepreneur started with ocean freight with 20-30 containers.

A thread🧵(1/n)👇
#SJLogistics

https://twitter.com/ManishK46113331/status/1817458910225408197

Started handling major of steel cargo by handling of 400-500 containers during 2004 Shanghai Olympics when India used to send galvanised coils

* In 2008, started doing small volumes working with textile traders in Singapore who used to source raw materials from India,

(2/n)

📌 My stock picks are for a 2-5 year view. The market is heated, and many may look expensive, but these are high-growth small-cap bets. I've been invested for a year with 50-100%+ returns. A 20-25% dip is an averaging chance. The list is below👇

A 🧵(1/n)

https://twitter.com/ManishK46113331/status/1812538686946541956

I would study on my own first from this list and then add 50% allocation and buy on good results/ dip

1. Railways - RVNL, Titagarh
2. Defence - Atmastco, Krishna Defence, Nibe
3. Power/ Transmission/ T&D - Skipper, Viviana, Techno Electric

#LongTermInvesting

(2/n)

🚨 Nirman Agri Genetics

This can also become 10-20x from here in the next 3-4 years as the MD of the company has said they want to become one of the biggest companies in seed segment in next 3-4 years

A thread 🧵 (1/n)👇
#nirmanagri

https://twitter.com/ManishK46113331/status/1807684660467794337

- Now lets jump into their investor presentation which they filed in exchanges on 1st July, 2024
- Company Is Seeking 250% Growth In Revenue And Profit Margins At Conservative Side In Current Year
- In FY24, sales grew 123% and PAT grew 150%
- Geographical expansion and

(2/n)

Teerth Gopicon it is 📌

A thread (1/n)👇

#TGL #TeerthGopicon

https://twitter.com/ManishK46113331/status/1794795720949838030

checkout amazing results the company delivered in H2, FY24 👇

(2/n)

https://x.com/ManishK46113331/status/1794328610591137896?t=HX7JCschQ08pNYYRh8igXg&s=19

📌China added renewable installations of 36GW in 2 months, India added 18GW in entire FY24

A thread (1/n)👇

#RenewableEnergy #solar #wind #EPC India installed 18GW solar in FY24 up from 16GW in FY23.

To meet the Indian Govt. target of 500GW renewable installation and 287GW solar installation, we still need to catch-up as India needs to install solar at the rate of 38GW/annum

So, you see the gap between 18>>38

(2/n)

📌ORIANA POWER - NEXT WAREE RENEWABLE 🔥🚀

• Company has a decade+ history, started in 2013. Speciality or Edge - some of the largest floating solar projects delivered

This is a thread (check comments for full read, you will love it) 🧵👇

(1/n)

#OrianaPower #TrueRE #Oriana • The 3 founders each have an experience of 10-15 years in solar. Into rooftop, ground mounted, floating & solar parks. Into countries - India, Kenya, South Africa and Middle East. Have 150+ clients.

• Capex model (Client owns) and Resco / OPEX (co. sings Power Purchase

(2/n)

📌 WAAREE RENEWABLE Q4 EXPECTED NUMBERS EXPLAINED :

450MW or around that no. got executed in last 9 months and in now 3 months ie. Q4 co. said will do 470MW....if you simply add the revenue and PAT of last 3 quarters you will get 600cr revenue no. and 125cr PAT

(1/N) 👇
#Waaree I am also expecting 500-600cr range revenue and 100-125cr PAT in upcoming Q4 results by the company...in last 3 quarters sum of EPS = 10.2....hence at CMP of 1789/ share , PE = 1789 / 10.2 = 176....now in Q4 results EPS estimates are 10

(2/N)
#WaareeRT

Waaree Group Chairman won Visionary CleanTech Disruptor Award in 2021

CleanTech Business Club is “Think-Do-Tank” in CleanTech, Green Hydrogen & Clean Water Space with distinguished members from 38 countries (India, China, Brazil, Italy, Saudi Arabia, UK, USA etc)

(1/n) 👇 Some of the members of CleanTech Business Club

1) Former Director of the Department of Social Policies and Universalization of Access to Energy in the Ministry of Mines and Energy, Brazil

2) Former Director of the U.S Department of Energy Solar Energy Technologies Office

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E2E Networks Limited concall insights :

Theme - Cloud Storage

>> listed on NSE Emerge in 2018 and more recently we transitioned over to the mainboard of NSE in 2022

>> we operate within the infrastructure as a service or IaaS model delivering the Cloud computing,

#E2E
(1/n) storage solutions for various workloads including databases for load balancing, virtual firewalls and simple queue service Kubernetes and many other Cloud native platforms

>> providing Cloud services to businesses across various workloads including artificial intelligence

(2/n)