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Sandeep R Profile picture
Sandeep R
@investor_sr33
Investor ,Engineer, businessman .Tweets about stocks are educational and not recommendations .
Sep 19 • 11 tweets • 2 min read
Quality Power Electrical Equipments (QPOWER)

A quiet player in power-quality & grid equipment that’s quietly building scale.
Here’s why it could be India’s next big infra-tech story

A Thread Image What they do:
Make high-voltage equipment – coils, transformers, harmonic filters, STATCOM/SVC, capacitor banks – critical for grid stability, renewable integration, and industrial electrification.
Aug 6 • 8 tweets • 1 min read
Some themes of defence which you may need to understand different companies ,

🧵 IDDM Priority
Buy Indian–IDDM gets top spot in defence buys .

Companies like BEL, HAL, Mazagon Dock keep bagging large orders without heavy competition.

#MakeInIndiaDefence
Jun 11 • 9 tweets • 2 min read
Oriana Power FY25 Update & 2030 Vision _ Concall update

Solar, BESS, hydrogen & more.

🧵 Image Order Book Status

400 MW solar delivered

550 MW under execution

403 MWh BESS orders secured

700 MWh BESS pipeline building

Green hydrogen: 10,000 MTPA SECI allocation

Total current executable orders: ₹2,500 Cr+
May 5 • 10 tweets • 2 min read
Latent View Analytics – FY25 Update
One of India’s pure-play analytics firms just posted a strong FY25.
Revenue up, margins healthy, and new growth levers activated.
Let’s break it down Image Numbers (FY25)

Revenue: ₹8,479 Mn (+32.3% YoY)

Net Profit: ₹1,735 Mn (+9.4% YoY)

EBITDA Margin: 23.7%

EPS: ₹8.45
Apr 16 • 6 tweets • 1 min read
Fund names under ED investigation:
1.Zenith Multi Trading DMCC
2.Dream Achiever Consultancy
3.Ecotek General Trading LLC
4.Brilliant Investment Consultants

These entities hold 1%+ in multiple listed small-caps—now under the microscope for possible stock price manipulation. What’s the game?
• Entities pump funds into illiquid small-caps
• Prices spike on low float + heavy retail FOMO
• Book profits or offload via preferential allotments
• In some cases: layering hawala money into equity
Apr 16 • 9 tweets • 2 min read
AXISCADES Technologies: Engineering India's Defense Future

From aerospace to defense tech, AXISCADES is transforming India's strategic capabilities.

Here's why this company is making waves:​🧵👇👇 Image New Leadership Appointments

Alfonso Martinez – CEO & MD (ex-Quest, Altran/Capgemini)

KP Mohanakrishnan – Dy. CEO & President, Aerospace (ex-Mahindra, Tata)

💻 D Murali Krishnan – COO & President, ESAI (ex-Cyient, $200M biz lead)

Defense. Semiconductors. AI. Global scale.
Apr 13 • 6 tweets • 2 min read
Thread: Kavach Stocks – Riding the Railway Safety Revolution

India is rolling out Kavach—a train collision prevention system—across 15,000 km of tracks.

Here are 3 companies powering this transformation:
✅ HBL
✅ Kernex Microsystems
✅ Quadpro ITeS (SME)

Full breakdown 🧵👇 Image 1/ HBL Power Systems ($HBLPOWER)

🧾 Kavach order: ₹1,522 Cr

🏗️ Order Book: ₹2,700+ Cr

📈 Market Cap: ₹17,300 Cr

📊 P/E: ~20x

📉 Chart: Consolidating near ATH after 5x rally

HBL is the most credible large player in Kavach, handling end-to-end implementation.
Apr 13 • 8 tweets • 3 min read
5 Power Microcaps Building India’s Grid of the Future
Massive infra orders.

Explosive earnings growth.
And yet—under the radar.

Here are 5 small-cap power infra plays riding the ₹9.2 lakh crore transmission boom.

Let’s break them down: Image Rajesh Power Services

BSE SME rocket that listed at a 90% premium.
• Order Book: ₹2,358 Cr
• FY24 PAT: ₹27.7 Cr
• ROE: 24.9%
• Zero debt
• Segments: EHV cables, substations, solar EPC
Bonus: Stepping into smart grid & green hydrogen EPC.
This isn’t just infra—this is energy tech.Image
Apr 11 • 10 tweets • 2 min read
Thread: Krishna Defence & Allied Industries Ltd

Ticker: KRISHNADEF
MCap: ₹977 Cr
Sector: Defense, Marine Engineering, Industrial Steel

While the street chases HAL & BEL, this company quietly supplies critical components to the Indian Navy.​

Here's the deep dive on why it deserves attention 🧵👇Image 2/
 What do they do?

Krishna Defence manufactures:​

Naval warship components (like “Bulb Bars” for hulls)​

Military kitchens for field deployment​

Special alloys for defense & heavy engineering​

This is a “picks and shovels” player in India’s defense boom.
Apr 9 • 11 tweets • 1 min read
10 insider moves worth tracking🧵.

Hi-Tech Pipes Ltd. (₹98.55/share)

Promoter Activity: Manoj Kumar Gupta acquired 10,000 shares on March 10, 2025. ​

Sector: Iron & Steel Products 2. Senco Gold Ltd. (₹274.80/share)

Promoter Activity: Jai Hanuman Shri Siddhivinayak Trust purchased 241,400 shares between March 17-18, 2025.

Sector: Jewelry Retail
Apr 9 • 11 tweets • 2 min read
Thread: Apollo Micro Systems

Ticker: APOLLO
MCap: ₹2,300 Cr
Sector: Defense & Aerospace Electronics

You’ve heard of BEL & HAL.
But this microcap is quietly becoming mission-critical to India’s military modernization. Image 2/
 What does Apollo Micro Systems do?
They design and manufacture high-reliability electronic systems for:

Aerospace

Defense

Space

Railways

Homeland Security

Clients? DRDO, BEL, BDL, ISRO, HAL, and Indian Railways.
They power the backbone of India’s national security tech.
Feb 4 • 6 tweets • 1 min read
Anant Raj Limited – Data Center Business

Current Operations

6 MW IT Load operational at Manesar (as of Dec 2024).
0.5 MW IT Load dedicated to Ashok Cloud (IaaS in partnership with Orange Business). Upcoming Expansions

Total planned capacity: 307 MW IT Load in 5-6 years.
Near-term projects (22 MW under development):Manesar: Additional 15 MW IT Load under development. Panchkula: 7 MW IT Load under construction.
Feb 4 • 10 tweets • 2 min read
Axiscades earning call highlights -

Defense & Aerospace Focus:
A significant portion of the order book comes from the defense segment. Although defense revenues can be “lumpy” (with design and prototyping work in one quarter and high‐margin production work in another), the company’s production order backlog is strong. Management mentioned that—for defense alone—the production revenues are expected to reach notably higher levels in upcoming quarters Axiscades' key growth drivers: a healthy order book in defense and aerospace, strategic investments in digital, automotive, and energy sectors, cost efficiencies, and strategic acquisitions like EPCOGEN.
Dec 18, 2024 • 10 tweets • 2 min read
Review of Unimech Aerospace IPO: Apply

About :

Specialized company focused on providing precision aerospace and manufacturing services. Headquartered in Bangalore, Karnataka. Image IPO Details

Lead Managers: Anand Rathi Securities Limited and Equirus Capital Private Limited.
Registrar: KFin Technologies Limited.
Company Website: Unimech Aerospace
Dec 11, 2024 • 6 tweets • 1 min read
Yash Highvoltage IPO Review:

A niche player in manufacturing transformer bushings, the company is set to raise ₹110.01 Cr with a price band of ₹138-₹146/share.

Here's everything you need to know before applying.#IPO #StockMarket #Investing #IPOReview #PowerInfrastructure #yashhighvoltageImage Business Overview:

Established in 2002, Yash Highvoltage Limited specializes in manufacturing transformer bushings like Oil Impregnated Paper (OIP) and Resin Impregnated Paper (RIP). It operates in a niche sector supporting power infrastructure.
The company is based in Vadodara, Gujarat, with a capacity of 7,000 bushings annually.
Nov 26, 2024 • 6 tweets • 1 min read
Amal : A small thread :

Strong Parentage: Backed by Atul Limited, a leader in the chemical industry, ensuring managerial, operational, and financial support. Improved Financial Performance: FY24 saw revenue growth of ~40% (₹86.09 Cr) and a turnaround in profitability (PAT of ₹1.7 Cr after losses in FY23).
Sep 4, 2024 • 10 tweets • 2 min read
Key growth opportunities across multiple sectors.
👇
#Growth #Investment #SectorOpportunities #stockmarketsindia Image Renewable Energy (Solar & Wind):

The global push for clean energy, including solar and wind power, presents a significant opportunity . Composition is heavily involved in providing cables, conductors, and transformer oils that are critical for renewable energy projects.
Sep 1, 2024 • 7 tweets • 2 min read
Highlights from AGM of Reliance Industries
#RelianceIndustries #stockmarketsindia Image RIL is the first Indian company to cross a market capitalization of $250 billion, aiming to double its value by 2027.
Jio and Reliance Retail are expected to double their revenues and EBITDA within the next 3-4 years.
Aug 10, 2024 • 8 tweets • 2 min read
Company : PNGS Gargi
cmp : 828
market cap : 800 cr

Concall snippets :

Business Model Change: The company transitioned from a FOCO (Franchise Owned Company Operated) model to a FOFO (Franchise Owned Franchise Operated) model in Q1.

The company reported an 80% growth in both top-line and bottom-line compared to the previous year. Mr. Mora expressed confidence in continuing this performance

#pngsgargi
#Investing #StockMarket #BusinessStrategy #ExpansionPlans #RevenueGrowth #MarketTrendsImage Expansion Plans: The company plans to expand its presence, focusing on Tier 1 and rapidly growing Tier 2 cities. They aim to add 20-25% more stores by the end of the year, prioritizing suitable locations in malls and standalone stores. Targeting ->Bangalore, Hyderabad, and Kolkata.
Oct 19, 2023 • 17 tweets • 2 min read
SG Finserve :
A unique and promising business model that addresses a critical issue faced by the MSME sector in India - access to timely credit for smooth operations.

Here's a summary of the key points:
#sgfinserve #sgmart #aplapollo Image Market Need: India's MSME sector, consisting of millions of businesses, often struggles to obtain timely credit from traditional banking channels. This leads many MSMEs to resort to unorganized moneylenders, which can be a less favorable option.
Sep 13, 2023 • 9 tweets • 1 min read
Empowering Infrastructure: Bondada Engineering Ltd. (BEL)
#bondada #bel #StocksInFocus #sme Image Established in 2012, BEL stands as a versatile force in the infrastructure sector, placing utmost emphasis on impeccable project execution. They're dedicated to upholding top-tier standards in quality, safety, and environmental conservation.