9 SOLAR companies that have posted EXCELLENT RESULTS in their last financial update.

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As we head towards Sep-24 results in another month, it is important to keep an eye on them. Read all details about these 9 companies on Sovrenn.

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6 smallcap companies from FUTURISTIC SECTORS that have guided for more than 80% revenue growth.

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10 POWERFUL smallcap stocks that posted EXCELLENT RESULTS for the last 3 quarters (Dec-23, Mar-24 and ongoing Jun-24)

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5 smallcap Mainboard companies that have posted EXCELLENT results for Jun-24, despite Q1 in general being a lean quarter vs. prev. Q4, along with it being an election quarter.

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Top 10 smallcap Mainboard companies with PE < 25 that had posted EXCELLENT Mar-24 results

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7 smallcap companies where Funds have taken entry over the last 3 weeks.

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HOW TO SPOT MULTI-BAGGERS?

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This is by far the most important parameter. ONLY a growing company can grow our wealth sustainably.

A growing company is a testament to the execution capabilities of the management and this single factor must never be compromised with!

Top UNDERVALUED smallcap stocks:

Excellent Mar-24 results
PE < 35
FY25 growth forecast by mgmt. > 35%

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TTM PE: 30x
FY25 growth forecast: 100%

I have made a custom bucket on ELECTRIFICATION stocks that posted EXCELLENT RESULTS in Mar-24.

The bucket has 6 stocks. I have put down 4 of them below. Can you guess the remaining 2? (Hint: You can try creating the custom bucket at )

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Top 5 MicroCap and Smallcap stocks where management has guided for revenues to double in FY25 over FY24

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Sovrenn met the Management of Advait Infratech in Aug 2023. We had an extremely insightful conversation with Mr. Shalin Sheth, Founder and Managing Director of Advait.

As pioneers in the industry, Advait Infratech is dedicated to providing cutting-edge products and holistic solutions that power the world's essential networks. Their expertise spans across diverse verticals, from spearheading turnkey telecommunication projects to seamlessly installing power transmission, substation, and telecom products. In 2023, Advait diversified into green energy, through its entrance into the supply of electrolysers and fuel cells. The Company has also extended its impact into climate services, focusing on sustainability consultancy, decarbonisation consultancy, and comprehensive carbon consultancy services.

They are the architects of connectivity, the enablers of progress, and the driving force behind the future of infrastructure.

To read the entire conversation as well as to get complete access to Sovrenn resources, subscribe today to 2 months Trial at just INR 800 :)

(1/n)sovrenn.com Q. Could you please provide us with the history of Advait and how things initiated for the Company?

A. I am a Mechanical Engineer and have also pursued my PGDMA from Ahmedabad Management Association and for a considerable period of my career have worked in marquee companies. I have my previous stints working in Kalpataru Power and I have also worked in Adani Power. Advait Infratech was founded and established in 2009. In the initial years the Company was into consultancy business and then after 3-4 years experience the organisation also commenced trading. In 2015-16 , the company started with manufacturing.

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KPI Green Energy, naam to suna hoga?! 🤔

Lets look at the Company's Sovrenn journey:

1. The Company was covered by Sovrenn a total of 30 times in Sovrenn Times, the daily newsletter. We started covering it since 1st Feb, when the market cap was INR 1,600 Cr (vs. current market cap of INR 4,400 Cr, 2.8x).

2. It was also covered in Sovrenn Prime in Jun (when the market cap was INR 1,900 Cr), where Sovrenn publishes detailed report on companies.

3. Its been a part of the following buckets in Sovrenn Discovery over time:
(i) Excellent Results - Sep 2023
(ii) Excellent Results - Jun 2023
(iii) Excellent Results - Dec 2022
(iv) Promoter Buying
(v) JV, Partnership and Acquisition
(vi) Capacity Expansion
(vii) Large Order
(viii) Preferential Issuance
(ix) Green Energy

To learn information driven investing and to get complete access to Sovrenn resources for 2 months, subscribe now to 2 months trial at just INR 600!!

PS: This is not a buy or sell recommendation. It is only for information purpose.

(1/n)
COMPANY OVERVIEW

Incorporated in 2008, KPI Green Energy Ltd. is in the process of generating solar power. The company develops, builds, owns, operates and maintains solar power plants both as an Independent Power Producer (IPP) and as service provider to Captive Power Producer (CPP).

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Talbros recently announed receipt of multi-year orders worth INR 580 Cr across its business divisions, product segments and JVs including export orders of INR 415 Cr and multiple EV Orders for INR 270 Cr from leading OEMs.

These orders are to be executed over next 5 years commencing from FY25 onwards and covering the Company's product lines – gaskets, heat shields, forgings, chassis and rubber horses.

This news was covered by Sovrenn in its daily newsletter Sovrenn Times on 20th Nov, while the Company was first covered on 7th Jul 2023.

To be updated on latest developments in the stock market, subscribe today to 2 months trial at just INR 400!!

PS: This is not a buy or sell recommendation. It is only for information purpose.

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COMPANY OVERVIEW

Established in 1956, Talbros is a diversified auto component player with presence across automobile categories in Passenger Vehicles, Commercial Vehicles, Two-Wheeler, Three-Wheelers, Agricultural Machinery, Off-Loaders, and Industrial Vehicles. The product portfolio of the Company includes Gaskets & Heat Shields, Forgings, Suspension Systems, Anti Vibration Product and Hoses.

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Shilchar exhibited brilliant set of numbers for the Sep-23 quarter, with sales up 77% YoY from INR 60 Cr in Sep-22 quarter to INR 106 Cr in Sep-23 quarter. Similarly, Net Profit soared to 2.7x from INR 9 Cr to INR 24 Cr over the same period.

Company was first covered by Sovrenn on 31st Jan 2023 (then share price = INR 620 vs. current share price = INR 2,070).

PS: This is not a buy or sell recommendation. It is only for information purpose.

(1/n)
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Exhicon has been chosen for the end-to-end designing, execution and management of the UP State Rural Livelihood Mission at the UP International Trade Show 2023.

Co-organized by the Government of Uttar Pradesh, the Trade Show is set to be inaugurated by the Honorable President of India, along with the Chief Minister of Uttar Pradesh, on September 21, 2023 at the India Expo Mart in Greater Noida. It will witness over 2,000 exhibitors hailing from Uttar Pradesh and more than 500 international buyers from 66 countries.

To be updated on interesting events in the stock market, subscribe today to 2 months trial at just INR 400!

PS: This is not a buy or sell recommendation. It is only for information purpose.

(1/n)
GUINNESS WORLD RECORD

In Aug '23, Exhicon facilitates end to end execution for GIFI (General Insurance Festival of India) making a Guinness Record. The conference facilitated at Messe Global Pune Laxmi Lawns and ground executed by Exhicon Events Media Solutions Ltd. recorded the largest attendees which contributed to creating history in the worldwide insurance industry.

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E2E NETWORKS

Curated bulk deal:
In Jul '23, India Equity Fund 1 bought 1L shares at INR 171/share, aggregating to INR 1.8 Cr.

Company was first covered by Sovrenn on 8th Feb 2023.

To be on top of interesting events in the small and micrcoap space, subscribe today to… https://t.co/FTl6uQidzktwitter.com/i/web/status/1…
Mar '23 results:

For 4QFY23, Sales increased by 24% from INR 14.2 Cr to INR 17.6 Cr. Net Profit increased by 25% over the same period from INR 2 Cr to INR 2.5 Cr.

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EXHICON

Management of one of the oldest horse fairs in India:

In Jul '23, Company signed an MoU with Chetak Equine Development to co-organize the show named Sarangkheda Chetak Festival for the upcoming 10 years. The Sarangkheda Chetak Festival is one of the oldest horse fairs… twitter.com/i/web/status/1… Acquisition of company in the B2B database research and management space:

In Jul '23, BoD approved the acquisition of 100% stake in Impulse B2B Solutions and Associates. Target is engaged in the business of B2B database research and management serving exhibition organisers,… twitter.com/i/web/status/1…

SOM DISTILLERIES

Fund raise:

In Jul '23, BoD approved raising of funds through Issue of Convertible Equity Warrants to the Promoters, Promoter Group and Other Public Investors on Preferential Basis by issuing up to 51.5L Warrants at INR 275/warrant, aggregating to INR 140 Cr.… twitter.com/i/web/status/1… Promoter buying:

On 30th June 2023, Jagdish Arora bought 20k shares at INR 266/share, aggregating to INR 53L. Earlier in the month of June 2023, Deepak Arora bought 80k shares, at an average price of INR 251/share, aggregating to INR 2 Cr.

Promoters also bought INR 1 Cr worth… twitter.com/i/web/status/1…

ELECON ENGINEERING

Revenue guidance and order book:

Company maintains its revenue guidance of INR 2,000 Cr by FY24 with an EBIDTA margin of ~22%. This translates to 31% increase in sales in FY24 over FY23.

Total order book in hand as on 30th Jun 2023 is INR 793 Cr, with… twitter.com/i/web/status/1… Jun '23 results:

For the quarter ending Jun-23, Sales increased by 26% YoY from INR 328 Cr to INR 414 Cr. Net Profit increased by 74% YoY over the same period from INR 42 Cr to INR 73 Cr. However, there was a slight dip in QoQ sales from INR 425 Cr to INR 414 Cr.

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AURIONPRO

Order book and revenue guidance:

As per the management, the demand environment for Company’s core offerings remains strong and it is well placed to deliver on its guidance of 30-35% growth for FY24.

Company has an order book of INR 800 Cr + (next 4 quarters).

To… twitter.com/i/web/status/1… Jun '23 results:

Excellent results for the quarter ending Jun-23, sales up 37% YoY from INR 145 Cr to INR 199 Cr. Over the same period, net profit up 31% from INR 24.2 Cr to INR 31.6 Cr.

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RAMKRISHNA FORGINGS

Capacity outlook:

Installed capacity stood at 1,87,100T as on 30th Jun 2023. Subsequently, 23,800T of capacity has been commissioned effective 18th July 2023. Another 32,500T will be commissioned by Sep 2023.

The Company is also planning to set up cold… twitter.com/i/web/status/1… Debt outlook:

Company is actively working towards reducing debt burden, targeting a Debt to EBITDA of 1:1 by FY25 from 1.6x currently. This disciplined approach will strengthen its financial position, reduce risks, and provide it with flexibility to pursue growth opportunities.… twitter.com/i/web/status/1…