A detailed thread on our next Microcap MULTIBAGGER idea⤵️

✨AKSH OPTIFIBER

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INTRODUCTION
▪️One of India's oldest Manufacturer of Optical Fibre Cable, Optical Fibre, FRP rods and services business
▪️430 Employees & 9200 vendors
▪️3 plants located at Bhiwadi, Reengus and Kahrani
▪️Service division office located in Jaipur

Big multibagger returns are made only when investors have patience to hold quality small & microcap stocks

In this time of market volatility ignore the noise & try to find quality stocks with strong business

We have identified below mentioned stocks purely for long term investment in Core Portfolio⤵️ 1⃣RKEC PROJECTS
✨Massive 1350 Cr order book vs tiny mkt cap of 275 Cr
✨India's largest port 'Vadhavan Port' approved at a cost of 76000 Cr
✨2 Mega shipbuilding parks coming up by 2030
✨Won 186 Cr order recently
✨Co has expertise in Marine & Maritime Projects with excellent track record of timely execution of projects
✨FY25EEPS of 11 & FY26EEPS of 15
✨Trading at P/E of just 10x FY25EEPS & 8x FY26EEPS

Absolute No Brainer (Big P/E re-rating on cards)

KALYANI CAST TECH LTD
Detailed analysis of a Potential MULTIBAGGER opportunity

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INTRODUCTION
▪️The company produces a wide range of castings confirming to Indian and International Standards
▪️Co specializes in various types of cargo containers viz ISO containers 20’, 40’ & other special containers
▪️Co has expertise in dwarf containers, cubiod containers , special containers for parcel cargo, containers for two & three wheelers

Major clients include DP World, CJ Darel, Tristan Logistics, Navkar Corporation, and Silmar Shipping of Russia

Mishtann Foods - Dubious Company/Avoid
Biggest Pump & Dump Happening
(Do read full Thread)

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#redflags #pumpndump #stocks Co identifies itself as FMCG co and does manufacturing & processing of Rice, wheat, etc

1⃣Shady Financials
▪️Co has reportedly doubled it Revenues during FY24 and PAT has surged 7x (Yes FY24 PAT = 7x FY23 PAT)
▪️Co has reported 28% operating margins. (Yes, 28% margins for FMCG Business)
▪️What's even more baffling is they have reported 27% Net Profit Margins (27% NPM. Isn't FMCG a highly lucrative business)
How many FMCG cos have reported such margins?
How many businesses can give such high returns?

K2 Infragen Ltd
Detailed 🧵on a Highly Undervalued EPC Co

Has potential to become another MULTIBAGGER like Bondada Engineering

🔁Do Report/Share for wider reach 1⃣INTRODUCTION
▪️K2 Infragen Limited is an engineering, procurement and construction (EPC) company

EPC business has 4 segments
▪️Water Infra ▪️Railway Projects ▪️Road Projects ▪️Civil Construction Works

▪️Co started business operations in Uttar Pradesh and have gradually expanded to Karnataka, Rajasthan, Madhya Pradesh, Haryana, Odisha and Delhi
▪️Co has also executed projects under the Bharatmala Pariyojna and the Jal Jeevan Mission
▪️Clients include prestigious names L&T, Adani Green Energy, TATA, HG Infra, Dilip Buildcon, KEC International, Vindhya Telelinks etc

(1/n)
INDIABULLS REAL ESTATE - Real Estate Multibagger
A detailed thread🧵

Incorporated in 2006 with focus on construction and development of residential, commercial and SEZ projects across major Indian metros

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▪️Co has a massive Land Bank of 3226 Acres. This land bank if fully paid and acquired dirt cheap at just 443cr
▪️Entire land bank is unused and has a huge development potential
▪️Co has 624cr cash on Balance sheet
▪️Gross Debt of 171cr
▪️Net Surplus stands at 7262cr
▪️Unsold Inventory of 11908cr (Mkt cap just 6900cr)

(1/n)
RAMKY INFRA LTD - New Crown of INFRA
🧵A detailed thread on a Highly UNDERVALUED Dark Horse of INFRA sector

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▪️Mkt cap - 5500cr
▪️Promoter Holding - 70%
▪️ROCE - 15.8%
▪️ROE - 8.8%
▪️Cash Eq - 504cr
▪️Book Value - 234
▪️Reserves - 1552cr
▪️Equity - 69cr

Co is engaged in the business of construction, infrastructure development and management

(1/n)
JSW ENERGY - Blockbuster Performance
Co has reported one of its best ever Financials during Q2FY24
▪️Revenue at 3387cr vs 3013cr (+12.4% QoQ) vs 2596cr (+30.5% YoY)
▪️EBITDA at 2008cr vs 1098cr (+83% QoQ) vs 1111cr (+81% YoY)
(2/n)
▪️EBITDA margin at 59% vs 42% (+1700bps QoQ) vs 36% (+2300bps YoY)
▪️PAT at 857cr vs 290cr (+196% QoQ) vs 456cr (+88% YoY)
▪️EPS of 5.17 vs 1.76 (+194% QoQ) vs 2.84 (+82% YoY)

⚡️Company reported highest ever quarterly EBITDA
⚡️Cash PAT surged by 73% YoY to 1180cr

(1/n)
Spectrum Talent - For Spectacular Returns
▪Market Cap - 300cr
▪ROCE - 46.5%
▪ROE - 66.2%
▪Promoter Holding - 73.7%
▪Debt Free Co

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(2/n)
⚡️Company Profile
👉Spectrum is a talent management, deployment & HR services co, involved in the entire talent recruitment & deployment life cycle.
👉Offers range of services for talent management, general staffing, IT staff augmentation, RPO, apprenticeship solutions etc

(1/n)
SKY GOLD LTD - A Golden Investment Opportunity
▪Mkt cap - 350cr
▪Promoter holding - 73.6%
▪ROE - 21.3%
▪ROCE - 17.5%

🧵A Detailed Thread on a Potential MULTIBAGGER

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(2/n)
▪Sky Gold is engaged in the business of designing, manufacturing & marketing of Gold jewelleries
▪Co mainly deals in 22 Karat gold jewellery offering a wide variety of designs
▪Clients include Big names like Malabar Gold, Joyalukkas, GRT Jewellers, Kalyan Jewellers etc

(1/n)
ARROW GREENTECH - A Multibagger in the making

A detailed 🧵on a Unique Co having Massive Potential for Growth
▫Mkt cap - 285cr
▫Promoter - 69%
▫DEBT FREE Co

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Arrow Greentech Limited is engaged in the business of developing biodegradable (green) products and high-tech products.
Green Products:
▫Water Soluble Films ▫BioCompostable Products
Hightech Products:
▫Anti-Counterfeit Products  ▫IPRs

(1/n)
Indiabulls Real Estate

A detailed🧵on a Deeply Undervalued Real Estate Play & The IBReal-EMBASSY Merger

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▪The Co. has a presence in residential real estate development from Affordable to Premium & Uber-luxury space.
▪It mainly focuses on the construction & development of residential, commercial and SEZ projects across the Indian metro cities.

(1/n)
GMR Power & Urban Infra Ltd

A detailed 🧵on a Potential MULTIBAGGER from the Power & Infra Sector

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GMR Power & Urban Infra Limited (GPUIL), holds expertise in the sectors of Energy, Urban Infrastructure & Transportation. Urbanization has given the country rapid growth and contributing towards this growth, GMR Group ventured into this business sector.

(1/n)
SPML Infra - A MULTIBAGGER in the making

A Detailed Thread on India's Leading Water Infra Co

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Mkt cap - 190cr
Book Value - 76
P/B - 0.67x

▫️SPML Infra Limited is a leading Infrastructure Development company with over 40 years experience in the public as well as private sector.

(1/n)
JSW Ispat Special Products Ltd (JSWISPL) - A Strong Rerating Candidate

A Detailed Thread🧵

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JSWISPL is engaged in manufacturing and marketing of sponge iron, steel & ferro alloys, billets & pellets
Co has upgraded its production process from commodity steel to special steel products catering to needs of seamless pipe industries, automobile & high-speed rail steel

(1/n)
KP Energy Ltd - A New Dawn
India's only listed profit making wind energy sector company.

A Detailed Thread 🧵on the Cheapest Wind Energy Stock in India

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KP Energy provides complete solutions from concept till completion of project lifecycle of Wind Project
Co provides complete turnkey solutions including on BOT basis for wind energy clients which includes all the processes from Site Identification to Capacity Installation

(1/n)
BCL Industries Ltd - The Big Ethanol Story
ROE ~18%
ROCE ~17%
Promoter Holding - 61.4%

A detailed 🧵on the Big Ethanol Play

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BCL Industries is a diversified business house with business interest spread across the variety of industries namely Edible Oil & Vanaspati, Distilleries & Real Estate
One of the largest edible oil manufacturers in North India having a capacity 1,020 tons per day

(1/n)
Sandur Manganese - The Diamond of the Mining Industry

A detailed thread 🧵 on the Largest & Cheapest Pvt Manganese Ore miner in India available at Unbelievably Cheap Valuations

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#investing #mining #Markets (2/n) Strong Fundamentals
Mkt cap - 1745cr
Book Value - 1460
P/E ~2.6x (Annualized Basis)
P/B ~1.3x
ROCE ~21%
ROE ~17%
Promoter Holding - 73.2%
Asset-light, high ROCE
High OPM, high operating-leverage
Yielding good Cash Flow from Operations

Dynamic Cables ~ A Multibagger in the making?
CMP - 62
Mkt Cap - 136cr
Promoter holding - 74%

Read the detailed thread below (1/9) Co has delivered very good operational performance during past 2 quarters
Q4FY21 PAT of 5.34cr with an EPS of 2.43
Q1FY22 PAT of 5.47cr with an EPS of 2.48
Since its IPO in late 2017, co has shown tremendous growth and further strengthened their Balance Sheet

Andhra Petrochemicals Ltd - Why will it be a BIG Wealth Creator.
Read the detailed thread below (1/9)APL is the sole producer of Oxo Alcohol in India with a manufacturing capacity of 80000 MTPA The product mix includes 2EH, NBA & Isobutanol. Strategically located next to HPCL Refinery since the feedstock for Oxo Alcohol is made available by HPCL leading to cost efficiencies