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.

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 .

RNFI Services Ltd

👉A tech enabled platform offering financial service via its channel partners across India. More than 3 lac channel partners on board.

👉 PAT margins at 1% due the nature of business as they pass 90-95% of commission to the the partners

👉Company has 60 cr in cash and plans to do an acquisition post IPO. This should be interesting .

Few Notes below 👇

#SMEs #ipoallotment #IPOAlert #RNFI

Promoter talk : Business overview :

PETRO Carbons and Chemicals Limited

A proxy to the rising Aluminium demand.

Stunner 9M FY24 PAT margins due falling pet coke prices + lower power cost + rising demand for CPC.

Question is how long this is sustainable as the PCCL is a single commodity product company and CPC companies had the best quarter in a long time .

Few Notes 👇

#SMEs #PCCL #IPO #metals PCCL , a Kolkatta based company of ATHA Group, is in the business of manufacturing and marketing of Calcined Petroleum Coke (CPC). PCCL works on a B2B model catering to Aluminium, Graphite Electrodes , Metallurgical industries to name a few.

VILAS Transcore Ltd

Debt free company , proxy to the current unmatchable transformer demand.

Doubling capacity and also doubling promoter salary 😄😄

Few Notes 👇

#smes #Vilastranscore #nse #transformer #ipo Incorporated in 1996, Vilas Transcore is engaged in the manufacturing and supply of components used in the power distribution and transmission sector, primarily to transformer companies. It manufactures and supplies electrical lamination cold rolled grain oriented (C.R.G.O.) lamination core, CRGO slit coils, CRGO stacked (assembled cores), CRGO wound core and CRGO Toroidal core

REFRACTORY SHAPES

Mcap : 180cr

"The future is as solid as steel"

Expansion and backward integration on the cards.

Few Notes 👇 🧵

#SMEs #Steelproxy #Refractory

Intro :

Started in 1973 , Refractory Shapes is engaged in the manufacturing of different types of Bricks, Castables, High Alumina Catalyst and Ceramic Balls, Burner Blocks, Special shaped Refractory bricks. Company also produces Metallica Anchors used as support for installing refractory castables .

JYOTI STRUCTURES Ltd

"Turnarounds seldom turn but when they do , they create a big alpha "

Why I feel this will be a story of "Jyoti banegie Jwala" Introduction :

JSL is a professionally managed company having expertise in delivering turnkey projects involving designing, testing, manufacturing, erecting and commissioning transmission lines, sub-stations and power distribution projects in India and abroad.

ABS Marine Services

Shipping Sector is seeing huge tailwinds in terms of demand.

Lets may hay while the sun shines !!

Business is directly proportional to international shipping volumes in energy space and demand in charter space.

Few Notes 👇 Incorporated in 1992 by Capt Narayan who is a veteran in shipping industry with 4 decades of experience. ABS is a fully integrated in house vessel management company. Company’s income is principally generated from our Ship Owning, Ship Chartering & Ship Management activities. Business is directly proportional to international shipping volumes in energy space.

Akanksha Power is engaged in the business of manufacturing of electric equipments, including electrical panels, instrument transformers, and vacuum contractor. It is also providing services related to distribution and management of power. Company also provides data analysis for better management to reduce losses at Transmission, distribution and user level Company is promoted is promoted by Mr and Mrs Mohapatra both of whom are commerce graduates and does have relevant education with respect to business. Post issue promoter group holds 60% in the company. No significant litigation or contingent liability with the company. Related party at an average of 10 cr pa . Promoters salary at 56 pa

Pratham EPC

An EPC company which is more of a proxy to the growing OIL and Gas Distribution network in India. An order book of 700 cr if executed properly can create wealth even at moderate multiples.

#SMEs #IPOAlert

Few Notes below

1/ Established in 2008 and based out of Ahmedabad , Pratham EPC Projects Limited is an integrated engineering, procurement, construction and commissioning company being in business of end-to end service providers to Oil & Gas distribution companies in India

2/