Apollo Techno Industries :

"Good products doesn't always mean that one has to own the stock too "

Few Notes 👇

#apollotechno #drills #infra Promoters :

The company is promoted by Patel family which holds 100% pre-IPO and will continue to ✅hold 73% post issue. #promoters

STUDDS :

First Indian Helmet and only 2nd global Helmet company to get listed

Legacy of 50 years ,a strong Balance Sheet , Zero debt market leader company in its segment with great brand recall.

Few Notes 👇

#STUDDS #IPOAlert #IPOs Intro :

Studds was the largest two-wheeler helmets player in India in terms of revenue in Fiscal 2024 and also the world’s largest two-wheeler helmet player by volume in Calendar Year 2024 selling helmets under the brand name of Studds and SMK.

Website : studds.com

RUBICON Research :

With R&D as its backbone and having 98% exposure to US , Rubicon still seems to have strong growth legs with strong patents in the kitty .

Let do some R&D below 👇

#rubiconresearch #Rubicon #RubiconResearchIPO #IPO Company :

Rubicon is one of the fastest growing Indian pharmaceutical company amongst the peers and the only Indian company focused completely on the US market with 98% exposure .

SUBA Hotels :

"Service wins the Game "

With a vision to double keys in the next 3 years , SUBA is all set to press the growth lever . Let's see how it plans to do so.

Few Notes 👇

#hotels #Suba #IPOAlert Introduction :

SUBA hotels is a domestic hotel chain with 88 hotel as of July 25 with 4096 keys across 50 cities mostly catering to Tier 2 and Tier 3 cities.

Company has hotels under the following brands - CLICK, SUBA, Comfort, Quality, Clarion, RnB, GenX

Systematic Industries Ltd :

A clean Compunder story moving into high value OPGW product, going debt free after IPO with capex ready for the next leg of growth .

Few Notes 👇

#Systematic #IPOAlert #OPGW #transmission Company :

Systematic incorporate in 2000 operates in the steel wire industry and engaged in manufacturing of various steel wires and cables, catering to power transmission, infrastructure, telecommunications, agro-based and allied industries.

Valiant Communication: Endless Possibilities

AR is a treat to read . Explains the products and business verticals in a very concise way.

Company doesn't do concalls but updates inventors from time to time about important developments .

Few interesting snippets from AR . Do read 👇

#valiant #CyberSecurity #GRID #defenseindustry Business: Design and Manufacturing

Atlanta Electricals Ltd :

With Capacity going nearly 4x from 16400MV to 63050MV and more focus on power transformers ATLANTA can be a good proxy to the power play !!

Few notes 👇

#AtlantaElectricals #Transformers #powergrid Intro :

ATLANTA is a 30 year old transformer manufacturer with strength in being in the power transformer segment as well as auto and inverter duty transformers. Company has the capability to manufacture power transformers upto 765KVA rating after commissioning of new unit.

#Transformers

Eppeltone Engineers :

A case where execution is the key !!

With an order book of 484 cr and smart meters being need of the hour and a huge TAM ahead , Eppeltone seems to be in a sweet spot .

Few notes below 👇

#eppeltone #SmartMeter #grid Introduction :

Eppeltone established in 1997 is primary into the business of manufacturing electronic energy meters along with high grade charges , UPS systems and others .

GEM Aromatics :

A case of Mint and Clove love, spiced with fragrance of Supreme Court case and substantial export exposure to USA !!

Only time will tell whether GEM is a GEM 💎

Lets have a look below 👇🧵

#gemaromatics Introduction :

GEM is a speciality chemical manufacturer for over 20 years with majority of its business coming from Mint and Mint Derivatives (70%) and Clove and Clover derivatives (18%) .

Products used in industries like oral care, pharmaceutical , nutraceuticals and personal care.

CONNPLEX Cinemas :

For the love of Cinemas !!🎦🎞️🎥🍿🍿 !!

Debt free company working on a asset light model and planning to double no of screens this year 🤘

Few Notes 👇🧵

#connplex #Cinema #movies Introduction :

Connplex is engaged in the business of development of theatres mainly in an asset light format via franchisee agreements earning revenues through various modes - explained later .

Parth Electricals :

Another proxy to the structural power sector boom in India with 2 new manufacturing plants starting from next FY.

Technology transfer agreements with Schneider and Beijing Hezong Science and Technology

Few Notes 👇

#parth #PoweringOdisha #power Intro :

Started in 2005 by Mr Jigneshkumar Patel , Parth Electricals operates in Power sector distribution with specialisation in Low Voltage equipment manufacture.

Parth is a manufacturer as well as an EPC player in the same domain

Sacheerome:

Lets smell good and tase better 😃

Few Notes 🧵👇

#sacheerome Sacheerome is a 100 year old creative house involved in designing and manufacturing of flavours and fragrance.

Success is closely tied up with product off takes from their consumer FMCG companies.

Direct correlation with 1) Personal Care Industry 2) Food and Beverage Industry 3) Personal Grooming and Hygiene.

Scoda Tubes :

Case of Seamless growth going forward. Few Notes 👇

#scodatubes Intro :

👉Scoda Tubes, having over 14 years of experience is a stainless-steel tubes and pipes manufacturer manufacturing both seamless and welded form of products.

Virtual Galaxy : New IPO

SaaS business priced at very good valuations estimated at 8x FY 26 .

Detailed notes 🧵below 👇:

#virtualgalaxy #IPOs #SaaS Intro : Founded in 1997, Virtual Galaxy is a SaaS product company engaged in providing core banking solutions , namely through the product E- Banker , ERP implementation , software development mainly to BFSI and Govt domains.

FabTech Technologies Cleanrooms :

As India gears up to become a manufacturing hub , Good Manufacturing Practises would become priority in all industries. Cleanroom demand to rise proportionally .

A small note 🧵on Fabtech catering to cleanrooms :

#SMEs #fabtech Intro :

Fabtech Cleanrooms, part of 25 year old FabTech group, is engaged in the business of manufacturing clean rooms from design to validation for pharmaceutical, healthcare & biotech sectors. Company provides end to end solution for clean room technology.

OBSC Perfection :

The precision component manufacturing company for Auto ,Defense, Marine and Telecom industry

Lead by a dynamic promoter , OBSC envisages to do a 3x topline in the next 40 months.

Here is a small read :

#SMEs #OBSC #ZF Intro :

OBSC , started in 2017, is a precision component manufacture specially to the auto OEMs which further supply to the auto companies. Currently auto industry contributes around 92% of the business and contribution from Defence and marine are insignificant as on date

Rajesh Power :

With legacy of 51 years in in HV/EHV Transmission
and Distribution System , #RajeshPower is set to hit the markets on 2nd December.

Here are few positives and negatives highlighted to make an informed decision : 🧵

#SME #TransmissionCompany #ipolisting Intro : RPSL is an EPC company providing services to power transmission and power distribution companies. It takes turnkey project related to extra high voltage cable and transmission lines.

Danish Power

Hot sector transformer company for SME listing raising funds for capex +working capital

Few notes 🧵

#SME #IPOListing #transformer #Danish Intro

Incorporated in 1985, Danish Power is engaged in the business of manufacturing of different types of transformers including inverter duty transformers used in renewable power projects like solar power plant or wind farms, oil and dry type power and distribution transformers, control relay panel along with substation automation services.

Pradhamnantri KUSUM Yojana :

If government wants to achieve what it aims to do before 31.03.2026 then I think we haven't even scratched the surface of iceberg.

🔷Setting up of 10,000 MW of Decentralized Ground/ Stilt Mounted Grid Connected Solar or other Renewable Energy based Power Plants by the farmers on their land.

🔷Installation of 14 Lakh Stand-alone Solar Agriculture Pumps.

🔷Solarisation of 35 Lakh Grid Connected Agriculture Pumps including Feeder Level Solarization

There are 3 components to the scheme : Individual details below :

#SOLAR #solarpumps Component A : REPP category : Grid connected Solar Power Plant

Sanctioned number is 9110 MW and installed till date is 298 MW . Maximum sanction has been done to Telangana state with 4000 MW .

SUBAM Papers

Theme is just not paper but the packaging too.

👉As capacity doubles so should the earnings. Estimated to be trading at 5X FY25 but capacity expansion is 6 months away .

Few notes 🧵

#SMEs #SUBAM Intro :

Established in 2004, Shubam Papers is engaged in the business of Kraft Paper and Paper Products.

Company takes prides in communicating that its products are made of waste paper and not from wood pulp and is based on the recycling theme

Sahasra Electronics

Talk of the town IPO lead by an IITian and experienced promoter ...few notes below 🧵

#smeipo #SME #Sahasra Business : Sahasra provides services towards Electronic System Design and Manufacturing (ESDM) via the various product offerings .

Working in an industry which has huge TAM ahead .