A company planning to grow more than 2x in next 2 years and available at around Normalised P/E of 15 P/E

*Suyog Telematics 🗼*
A detailed thread 🧵

Disclosure: Invested today at 983.
No buy/sell/hold recommendation. 🏢 *About the Company*

Suyog Telematics is into the passive telecom infra space. They build and operate towers and other infrastructure, which they then lease out to telecom operators. Basically, they help telcos expand their network without having to build everything from scratch.

*Yatharth Hospital – Company Snapshot & Updates*

A detailed thread 🧵
👉Most Undervalued Hospital Stock
👉No impact of US Tariffs At the Time of IPO (August 2023):

👉Yatharth operated 4 hospitals with a total bed capacity of ~1,400.
👉The IPO consisted of:
Fresh issue of ₹490 crore
👉Remaining portion via Offer for Sale (OFS)

Aimtron Electronics
Concall and Company Summary

➤ *Sector:* Electronics System Design and Manufacturing (ESDM)

➤Targeted Growth* 40-50% over the next 3 years ➤ Current Revenue Breakdown:

• 75% of revenue from PCBA (Printed Circuit Board Assembly)
•25% of revenue from Box Build

Styrenix Performance Materials Ltd.

A company that is the market leader in the products it sells, can be a very good play on import substitution, has a rock-solid balance sheet, excellent cash conversion, and is executing a ₹650 Cr Capex. 🧾 Company Overview

Styrenix Performance Materials Ltd., formerly known as INEOS Styrolution, was acquired by Shiva Performance Materials in December 2022. Interestingly, the current promoters are the original founders who started this business 30–40 years ago. The company is a leading manufacturer of:

ABS (Acrylonitrile Butadiene Styrene) – ~70% of revenue
Polystyrene (GPPS & HIPS) – ~30% of revenue

Transrail Lighting
A company guiding for 30% growth in FY 25 and 25% growth in FY 26.

Detailed Business Analysis
A thread 🧵 Business Overview:

Transrail Lighting Ltd. is primarily a transmission EPC company, contributing 85% of total revenue. The remaining 15% comes from civil construction, poles & lighting, and the railway segment.

Currently, the transmission EPC order book is split between the international market (55%) and the domestic market (45%).

🪖Krishna Defence and allied industries Ltd.

⚡CMP: 710
⚡M Cap: 973 Cr
⚡P/E: 55

A detailed thread 🧵

Data Credits:
1. Investor presentation
2. @sovrennofficial

@Aditya_joshi12 ↕️Krishna Defence Business Verticals

👉🏼94% revenue came from the defence segment and
👉🏼6% from the dairy segment.

🗼Skipper Ltd.

⚡CMP: 639
⚡M-Cap: 6500 Cr
⚡P/E: 60

A detailed thread 🧵 ✍🏼about the company:

⚡India's largest manufacturer of integrated T&D structures.

⚡Among top 10 globally in manufacturing of T&D structures (based on FY 24) capacity.

Tembo Global Industries Ltd.

⚡CMP: 709.25
⚡M Cap: 772 Cr
⚡P/E: 29

A detailed thread about major business segments and recent developments 🧵

Data credits:
1. Investor presentation
2. Company's website
3.

@Aditya_joshi12 Sovrenn.com Major business segments of Tembo Global:
4 business segments

1. Engineering solutions and EPC 🛠️
2. Textiles 🧶
3. Solar power ☀️
4. Defence solutions 🪖

Concall summary of Sahana Systems.

A detailed thread 🧵

MCap: 1238 Cr
CMP: 1452
P/E: 45 ✍🏼About the company:

Sahana systems started in 2012 and is a deep tech service company.
Sahana is good at AI/ML/IOT/block chain etc. and have ventured into multiple functional lines which includes

1.Defence tech 🪖
2. Health tech 🏨
3. Fintech 💲
4. Edutech 🏫👨🏼‍🎓
5. Master System Integration

Versatile Stock Investing Academy
"𝐁𝐫𝐢𝐞𝐟 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐫𝐞𝐩𝐨𝐫𝐭"

C2C Advanced Systems 🚀

🪩Upcoming IPO.
Grey Market is showing 100% listing gain. 😱

A thread 🧵 *✍🏼About the company*
Provide software solutions 👨🏼‍💻 to all 3 arms of defence forces.

1. Army 🪖,
2. Navy ⛴️
3. Air force 🚀

Trident Techlabs

A detailed thread 🧵
Summary of concall 📖

👉CMP: 860
👉M Cap: 1400 Cr
👉P/E: 159 ✍🏼 About the company

The company started in 2000 and has 4 major segments.
Details of all 4 segments are below.

𝐕𝐞𝐫𝐬𝐚𝐭𝐢𝐥𝐞 𝐒𝐭𝐨𝐜𝐤 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐀𝐜𝐚𝐝𝐞𝐦𝐲
𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐑𝐞𝐩𝐨𝐫𝐭

💲Trust Fintech Ltd.

A detailed thread 🧵

Data Credits: @sovrennofficial
@Aditya_joshi12 sir *❤️𝐓𝐫𝐮𝐬𝐭 𝐛𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐟𝐚𝐜𝐭𝐨𝐫𝐬*
1. Listened to promoter interviews, he seems very genuine.

2. His elder brother, "Sanjay Chafale" who is also a promoter, has joined the company full time and trust has started office in USA under his leadership. "Sanjay Chafale" was an ex-Director at software development at Fiserv, USA. Fiserv is like TCS of USA, No 1 in banking solutions of USA. He has 3 decades of experience.

3. Bank of Baroda recently gave order to trust fintech for its software solutions for 5 years.

An example of Zen Technologies, it's brief details and how to calculate

▪️TTM P/E,
▪️Forward P/E
▪️TTM PEG ratio and
▪️ Forward PEG Ratio

A detailed thread 🧵

Data Credits: @sovrennofficial
@Aditya_joshi12 ✍️About the company:
🪖Zen Tech Ltd. designs, develops and manufactures combat training solutions for the training of defense and security forces.

🔑Key Businesses segments:
▪️Simulators,
▪️Anti Drone Systems,
▪️AI Powered Robots

✍️Teerth Gopicon:

The company specializes in engineering, construction and development, mainly focusing on roads, sewerage and water distribution projects in Madhya Pradesh and expanding to other states.

A thread 🧵

Credits: sovrenn

@Aditya_joshi12
@sovrennofficial ▪️CMP: 512
▪️P/E: 53
▪️M Cap: 615 cr

5 solid stocks with Promoter Buying 💲:

A detailed thread 🧵

1. Gensol Engineering
2. KPI Green
3. PG Electroplast
4. Insolation Energy
5. Concord Control Systems

Information Credits:
@sovrennofficial
@Aditya_joshi12
@SwaroopAkriti Sovrenn.com 1. Gensol Engineering:
The Company is engaged in Solar Consulting and EPC Solutions.

🐾𝐓𝐫𝐚𝐜𝐤 𝐑𝐞𝐜𝐨𝐫𝐝:
3 yr Sales CAGR: 147%
3 yr Profit CAGR: 156%
Excellent.💯

💲𝐏𝐫𝐨𝐦𝐨𝐭𝐞𝐫 𝐁𝐮𝐲𝐢𝐧𝐠:
The promoter bought 12K shares at Rs. 851on 26.09.2024.

This company is targeting 5000 cr revenue within 5 years (10x from existing revenue) 🔥

Available at a 25% discount from the top.

CMP: 49
P/E: 64
Mcap: 1033 Cr

📱🎧 Cellecor Gadgets

A mega thread 🧵

𝐂𝐫𝐞𝐝𝐢𝐭𝐬:
@Aditya_joshi12
@sovrennofficial sovrenn.com ✍️ About the company

◾Cellecor Gadgets Ltd is in the business of selling consumer electronic products.
◾It sells products in its own brand, such as televisions, mobile phones, smart wearables, mobile accessories, smartwatches, and neckbands.

PG Electroplast

One of the best companies in the Electronics Manufacturing Sector 📱is available at 21% discount from the top.

▪️CMP: 548
▪️Mcap: 14,487 cr
▪️P/E: 78

A thread 🧵 PG Electroplast Limited (PGEL) is a leading, diversified Indian Electronic Manufacturing Services provider, providing One Stop Solutions to 70+ leading Indian and Global brands.