Sandeep R Profile picture
Investor ,Engineer, businessman .Tweets about stocks are educational and not recommendations .
RK Juneja Profile picture 1 subscribed
Sep 4 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 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 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.
Sep 12, 2023 16 tweets 2 min read
Thread: Powering the Future with Oriana Power Ltd.
#orianapower #sme #StocksInFocus Image Oriana Power, a leader in renewable energy, has illuminated India and Africa with over 100 MW of solar projects since its inception in 2013. They offer two key models: CAPEX and RESCO, tailoring solutions to every energy need.
Sep 7, 2023 8 tweets 1 min read
10,000 Crore ₹ Subscription in BASILIC FLY STUDIO SME IPO

First Time in the History an SME has received this kind of Subscription

Lets see whats special in this !

#ballisicflystudio #sme #ipo Image Established in 2012, Basilic Fly Studio has evolved into a leading VFX powerhouse in India.
Over the last decade, the've wowed audiences with stunning visual experiences in movies, TV shows, and commercials.
Aug 2, 2023 12 tweets 2 min read
BIKAJI FOODS : Can this be amongst the global leaders in the segment of snacks and savouries ?

Their story being put up in an image ( courtesy website )
Lets look at their recent developments in a thread .

#learningwithsandeepr #bikaji #StocksInFocus
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Product Portfolio: Offers a diverse range of six principal categories, including bhujia, namkeen, packaged sweets, papad, western snacks, and other snacks. Image
Jul 30, 2023 12 tweets 2 min read
Bharat Wire Ropes Limited: A Steel Wire Ropes Pioneer!

📈 Q1-FY24 Performance Highlights

📊 Sales volume increased by 15% YoY. 💹 EBIDTA margin improved from 19% (Q1-FY23) to 26% (Q1-FY24) due to stable raw material prices and reduced power and fuel costs.
#BharatWireRopes Image 💰 Increased profitability attributed to higher sales realizations, volume growth, focus on high value-added products, reduced interest-bearing borrowings, and strong track record.
Jul 27, 2023 6 tweets 1 min read
Case Study : Mic Electronics
Cmp : 28.7
The power of change in management is evident in the case of Mic Electronics. After a management change in March 2022, the company's fortunes have taken a positive turn.
#learningwithsandeepr #mic #stocks Image Mic Electronics has been profitable for the last two quarters, signaling a significant improvement in its financial performance.
Jul 27, 2023 12 tweets 2 min read
Solar Industries India Limited: A Global Powerhouse in Explosives and Defense!

Results awaited on August 3 .

A thread about this compounder

#learningwithSandeepR #solarindustries Image Revenue Growth: Highest-ever quarterly and yearly revenue - 46% QoQ and 75% YoY growth. Non-CIL, exports, and more driving expansion. Targeting 15% volume growth this year. Defense revenue set to rise. #SolarIndustries #RevenueGrowth
Jul 24, 2023 9 tweets 2 min read
Maiden Forgings Limited:
Can this be a Leader in High-Quality Steel Bars & Wires

Market cap :₹ 129 Cr.
Cmp:90.9
Debt to equity high : 2.23

#learningwithsandeepr #maidenforgings Image Company Overview: With over 30 years of expertise, Maiden Forgings Limited manufactures bright steel bars and wires. Operating from three Ghaziabad locations with a combined capacity of 50,000 MT p.a., they offer customized solutions with cutting-edge technologies.
Jul 18, 2023 12 tweets 2 min read
Thread: Kore Digital Limited - Telecommunication Infrastructure Provider 🌐📶

In this thread, we'll explore the key aspects of Kore Digital Limited, a telecommunications infrastructure provider. Image Let's dive into their operations, services, and licensing, highlighting their role in offering high-end communication solutions in Maharashtra. 👇
Jul 15, 2023 12 tweets 2 min read
Thread: Capacite Infraprojects' Growth Prospects

In this thread, we'll discuss the order book, revenue, EBITDA margins, working capital, cash flow, and growth prospects of Capacit'e Infraprojects Limited.

#learningwithsandeepr #Capacite Image Strong Order Book: Capacit'e Infraprojects Limited has been awarded projects worth INR3,462 crores in FY23, resulting in an order book of INR9,513 crores as of March 31, 2023. The order book is diversified, with 70% from the public sector and 30% from the private sector.
Jun 26, 2023 11 tweets 2 min read
Macfos Ltd , cmp : ₹ 275

Market Cap ₹ 243 Cr
Stock P/E 32.7 , Industry PE44.4
Promoter Holding 73.65 , Less than 20 percent with public . Incorporated in 2017, Macfos Limited is primarily an e-commerce company that sells a wide range of electronic items through its website and mobile application, .Robu.in
Jun 23, 2023 8 tweets 2 min read
The Power of Continuous Learning
Thread:

1/ It's a game-changer that can unlock personal and professional growth like nothing else. In this thread, let's explore how embracing a mindset of lifelong learning can transform your life. #ContinuousLearning #PersonalGrowth Learning doesn't stop when you leave school or earn a degree. In fact, that's just the beginning. It keeps your mind sharp, opens doors to new opportunities, and fuels personal development. #LifelongLearning
Jun 23, 2023 9 tweets 2 min read
HPL Electric & Power Ltd , cmp : 129

Market Cap ₹ 831 Cr.
Order book of 1,500 crores
PEG Ratio 14.9
Promoter holding 72.7 %

Growth in revenue from operations with an increase of 25%
Reduction in inventory days by 38 days in FY '23.

One of the best weekly… https://t.co/i6FuL3ZKFStwitter.com/i/web/status/1…
The smart metering industry is witnessing a remarkable opportunity for growth. With the government's focus and various initiatives like RDSS (Remote Data Acquisition Systems) and DB foot (Demand-Based Time of Day Billing), smart metering implementation is gaining traction… twitter.com/i/web/status/1…
Jun 20, 2023 7 tweets 1 min read
The conference call updates from Krishca Strapping Solutions Limited are highly positive and promising!

#krishca #sme #StocksInFocus Some important points .
Their factory located close to Chennai port area enables easier exports options compared to competitors
Jun 16, 2023 10 tweets 3 min read
Why i feel Imagicaa world Entertainment Ltd is a turn around .

Market Cap₹ 1,972 Cr.
Stock P/E 5.44 , Industry PE24.2
Debt to equity is high 3.43
#Imagicaa #EntertainmentIndustry #Tourism Image Imagicaa Maharashtra-based amusement park business, Malpani PG, has acquired a 66.25% stake in Imagicaa through preferential allotment of equity shares worth ₹415 crore. This move strengthens Imagicaa's position in the industry.
Jun 15, 2023 15 tweets 3 min read
Frog Cellsat
Market Cap ₹ 394 Cr.
Stock P/E 23.0 , ind PE 43
Zero debt and pledge
Promoter holding 73 pc
#frogcellsat #stockstowatch Image A thread on their concall -june 15 2023:

Frog Cellsat was founded in 2004, and the've built a strong team with a focus on growth, profitability, and personal development. They have a solid culture, with over 50% of the team working with them for over five years.
Jun 15, 2023 13 tweets 4 min read
Unleashing the Power of "One Up on Wall Street" 📚
#summary #retweet #BooksWorthReading Image Chapter 1: Invest in What You Know

In the opening chapter of "One Up on Wall Street," Peter Lynch stresses the importance of investing in familiar industries.