Aj

Stock Market enthusiastic | A passionate learner | SME and Micro cap | Sports Fan | Avid Traveller

[Aj @Ajain_009]

@RajStockWatch Can you check gretex corporate result ?

[Aj @Ajain_009]

@policybazaar Hi Aastha!
Your team is literally playing. They had given a date of 4th August initially .Then they change it to 12th & today they said they will do it by 15th. Is it a joke ?

I am literally sick of these excuses. This needs to resolved by tomorrow or I will take serious actions

[Aj @Ajain_009]

@policybazaar @PBHelpDesk is pathetic.
I have been trying to get my issue resolved for my car renew insurance but they could not from 3 weeks. My policy is expired now. I will expose you guys now. Are you a Listed entity? I will wrt all details how you are playing wid customer.

[Aj @Ajain_009]

@policybazaar There is no resolution I was able to find.. no one called me after 48 hours

[Aj @Ajain_009]

@policybazaar The issue is been pending for past 3 weeks and the issue is not resolved
My NCB protector is no longer holds valid. I spoke to 100s of agent. Some of them asked me thar they will fix it but nothing happened. I can't take out my car because of you guys. I just want resolution

[Aj @Ajain_009]

@policybazaar I have shared the details. You people need to act quickly right now because my policy is expired and I can't take my car out. Resolve it today or I will take strict actions

[Aj @Ajain_009]

@policybazaar I will share all your scams and wrongdoings with the entire investor community and on every social platform. If you don't resolve my issues asap and stop your misbehaviour with me.

[Raghav Wadhwa @raghavwadhwa]

⚡️Insolation Energy Ltd: A small cap company manufacturing solar panels in India

⚡️The solar PV panels market is projected to expand at a compound annual growth rate (CAGR) of 7.8% from 2023 to 2030.

Detailed Company Analysis🧵👇

[INA SOLAR (Insolation Energy Ltd) @insolationenrgy]

Insolation Energy Limited's Reported Remarkable Financial Performance In H1 FY24, Net Profit Surges 226%.
The company got listed on the BSE Emerge Platform on October 10, 2022, and it has delivered an impressive return of 1,497.37%.
#INASOLAR #RESULT

[Formula 1 @F1]

MAX VERSTAPPEN.

THREE-TIME WORLD CHAMPION! 👑👑👑

[Tailwind_Trekker @smesmartmoney]

A thread on Vels Film International
@VelsFilmIntl @IshariKGanesh @preethaa_ganesh #sme #microcap

1/n

[Abhishek Mehta @abhishek95mehta]

Aristo Bio-Tech & Life Science
(Code: #ARISTO)

Order book keep getting bigger & bigger. The total amount of orders received in Q2 (June/July/August) reaches ~35.19 Cr

CMP: 75

D: Not a buy/sell recommendation.
#SME #StockToWatch

[Ashish Malani @malani4u]

Annapurna swadhisht : Another Hindustan Foods in the making ?

Company is run by 2 excellent promoters. Business is highly scalable.
Company will most likely grow at 100%+ CAGR for next 3 years.

New Profit this year will be min 3x of last year from 7 cr to 25cr.
This is a place where sure shot money will be made. All you need is patience to hold.

There is no moat in making chips, noodles or any of such product.

In this FMCG business the moat of the business is the ability of the promoter to execute and scale the business.

Annapurna has tapped into markets which are traditionally ignored by big players- north east.

Company has amazing distribution network and is expanding it everyday.

Target market is mainly tier 2,3 and villages.

Company raised 30 cr in the IPO and is now raising 70 cr post IPO within a year. Goes to show the strength of the business.

New fund will be used for working capture requirements and adding more capacities going forward.

The promoter sets-up the plant within 3 months.
In this business one should know how to sell.
Promoters have cracked the art of selling.
They are so good at selling that they have given another company work on contract manufacturing as they are entering the state of Uttar Pradesh.

Making diverisifed products like Chips, Glucose Water,My Noodles
Distribution ka game hai
Expanded to 3-4 states

In this business all you need is to crack distribution and logistics.

7% logistics cost lowest among peers
New factories - North Odisha:Western Assam

Scaling up in North East
FY22- 1 cr Assam
FY23 -20cr Assam
Govt supporting in North East

15mt per day-16th Sep -2 new plants
Gurakh already operational in July
Junagarh in Sep

45 metric tonne existing capacity
30 metric tonne getting added

1metric tonne per day is 5-5.5 cr per annum

12 metric tonne outsource (contract mfg for new products)
In long term keep balance between inhouse n outsource (60:40) probability

Entering in Jharkhand and UP
Fryers - Kids focused- School main market
Jackpot main surprise gift
To create a Pull like Baloon
Makeup box - Ring Gift
Kids love it..

FY23 -160cr sales
EBITDA - 8%
Net Profit 7 cr.

My conservative projections

FY24 - 400-450cr Sales
Ebitda - 10% - 40cr
Pat margin -6%
6cr depreciation
400*6%= 24 cr

FY25- 700 cr Sales
40cr Pat possibility

Current market cap of the company is 500 crs.
Last year net profit was 7 cr. This will jump to 20+ cr this year.
H1 sales or FY24 will be more than the whole year of FY23.

Clear visibility of growth and promoter quality makes me super bullish on this story.
Have made this my biggest bet till date.
As there is very little to lose in a company growing at such a speed.

Disclaimer: Not a recommendation, only for knowledge sharing

[#VIDITGUPTA @VIDITGUPTA]

QMS MEDICAL ALLIED SERVICES LIMITED announced June Qtr. results.....Total income increased from Rs. 24.68 crs to Rs. 26.04 crs. whereas PAT increased from Rs. 66.82 lacs to Rs. 2.46 crs. One can take a look at #QMSMEDI at cmp of Rs. 154 for potential multibagger returns.

[Nilesh Kurhade @nileshkurhade]

📣 Frog Cellsat Limited (#FROG), complies with SEBI (Listing Obligations and Disclosure Requirements) Regulation 30, disclosing the incorporation of its wholly owned UK subsidiary "GORF UK LIMITED" on August 4, 2023. #SME

[Aditya Joshi @Aditya_joshi12]

#AurangabadDistillery has given a breakout today. Let’s see how the stock performs in the next few months.

Study stocks at Sovrenn. Try https://t.co/L2FSMmit6M at Rs. 400 for 2 months. Download the Sovrenn app: https://t.co/Jfc5Z7aTj4

What are your views on the stock ?

[Aj @Ajain_009]

@rohits_bn Frog cellset

[Shreenidhi P @nid_rockz]

IFGL Refractories
#IFGLEXPOR
#IFGL
#IFGLREFRACTORIES

Highest ever quarter in terms of revenue n EBITDA in the history of the company

Rev at 424cr vs 359cr
Q4 at 368cr

EBITDA at 56cr vs 34cr⬆️65%
Q4 EBITDA at 48cr
⬆️17% QoQ

Solid QoQ uptick

PBT at 41cr vs 20cr⬆️102%

PAT at 30cr vs 15cr⬆️102%

Q1 EPS at 8.2rs vs 4.1rs
Q4 EPS was also in upwards of 8rs

Subsidiaries have delivered a steady performance yet again
Post good Q4, continues the growth momentum into Q1FY24

[Vivek Chadha @VivekChadha1996]

Order for one of network accessories from the BSNL for the 4G Project

Total order value -17 cr

This is just about one network accessory for 4G

I am waiting for 5g Orders +Products Approval from Defense + Product acceptance from big players like Jio(in-process)

#FrogCellsat

[SJogi @SaurabhJ1999]

@DroneAcharyaIN #stocktobuy #StockMarket #StockToWatch @ManickamRavich1
📌Breaking News📌: DRONEACHARYA AERIAL INNOVATIONS have done partnership with the GRIDBOTS TECHNOLOGY for Manufacturing of the Drones and related equipments.✅🔥

📌Presence: India, North Carolina;USA , Dubai,
Thailand, Amsterdam,and Netherlands.
📌Upcoming offices: Malaysia , Philippines,Tunisia,
Qatar .

(MANUFACTURING UNIT: Since the inception of the company, they have been conducting research and development for drones and niche products that they would one day produce through their manufacturing unit. They have initiated the process of establishing their very own manufacturing unit in Maharashtra for production of Agricultural drones and drones for surveying and surveillance.)

📌37.9% Share of DGCA Certification is Captured by
Droneacharya Aerial Innovations.🔥

📌Management is confidence of achieving 300%
YoY growth in FY24.✅

➡️📍Droneacharya Aerial Innovations Limited provides high-end ecosystem of Drone solutions for multi-sensor Drone surveys, data processing of Drone data using robust high configuration workstations, Drone pilot training & specialized GIS training.
The company's offerings can be classified into four broad categories namely:-

1. Training (DGCA Certified Drone Pilot, Drone Building, Aerial Cinematography & Aerial Making and Drone data processing).

2. Services (Consultancy services to Govt. & private organizations, anti-drone solution for rogue UAV and UTM air traffic management solution).

3. Surveillance (land surveying and underwater services).

4. Others (Partnering up with SPH Engineering from Latvia, Droneacharya is also able to provide integrated drones solutions for Bathymetry, drone hows, Hydrography, industrial and archaeological surveys, along with Environmental Monitoring).

📌📌
IPO price: Rs.54
IPO size: 33.97 CR
Cmp:Rs.160
Market cap:383 CR
P/E:110
52 Week high:Rs.244
52 Week low:Rs.97

📌FINANCIALS:
FY23 revenue is 19.13 CR as compared to 3.58 CR(FY22), 434%✅ growth yoy.
FY23 PAT is 3.43 CR as compared to 0.4 CR(FY22), 757%✅ growth yoy.

(Management expects revenue to be in the range of Rs. 45 crores to Rs. 50 Crores for FY24, mainly on account of strongly increasing demand for drone pilot training courses, manufacturing of drones, overseas opportunities, sales avenues in the defense sector and other Drone related activities.)

📌📌RECENT DEVELOPMENTS:

📌DroneAcharya Aerial Innovations Limited (“the Company”) has entered into a Memorandum of Understanding (MoU) with The Indian Society for Technical Education (ISTE) which is one of the leading National Professional Non- profit making Society for the Technical Education System in India with the motto of Career Development of Teachers and Personality Development of Students and overall development of Technical Education System.

📌DroneAcharya Aerial Innovations Limited (“the Company”) has entered into a Memorandum of Understanding (MoU) with King Mongkut's Institute of Technology Ladkrabang (KMITL) which is one of the top universities based out of Bangkok, Thailand.
(DroneAcharya Aerial Innovations through its partnerships will become an integral source to cater the significant increase in the need for qualified professionals in the drone business as a result of increasing demand for drones in every industry.)

📌DroneAcharya has collaborated with various renowned educational institutions from India and abroad. Some of these being Savitribai Phule Pune University (SPPU) in Pune, Indian Institute Technology Ropar in Punjab, Asian Institute of Technology in Bangkok, Thailand.

📌Tie up with Asian Institute of Technology (Thailand): Expanding our training base to Thailand, we have partnered with Asian Institute of Technology to provide Drone Pilot training and related courses, jointly take up drone and GIS projects and tenders and provide internship and job opportunities to the students of AIT.

📌FRANCHISE FOR TRAINING: In February, 2023, they announced their Franchise offering for DroneAcharya’s DGCA certified drone pilot training and all Drone and GIS (Geographic Information System) related training. Since then, they have confirmed four new franchises in Jabalpur (Madhya Pradesh), Satara (Maharashtra), Noida (New Delhi) and Jaipur (Rajasthan). Through partnerships with educational institutes as well, they are setting up additional DGCA certified drone pilot training centers in Pune in collaboration with Savitribai Phule Pune University and drone and GIS centric courses with Manipal Institute of Technology, Bengaluru.

📌📌PEERS:Drone destination P/E:145,
Droneacharya P/E:110.(as on August 4,2023)

📌📌STRENGTHS🔥🔥:
1) Experienced Promoters and Technically Sound Operation Team, Well equipped with Advance technology.✅

2)Droneacharya Aerial Innovations has joined hands with one of Gujarat’s most reputed educational organizations, Rashtriya Raksha University (RRU) to establish DGCA Certified Remote Pilot Training Organisation (RPTO) in Gujarat aiming to upskill the next generation.✅

3)Partnering with TATA STRIVE.✅

4)First Training Organization in Maharashtra.✅

5)Collaboration with Apollo Hospital. ✅

6)Collaboration with Whistling Woods International (Mumbai): This collaboration enables them to cater to the upcoming generation of videographers, filmmakers and directors who will inherently be using drones in taking cinematic shots and providing a better visual experience to the audience.✅

📌📌FUTURE GROWTH:

1)The future holds many new avenues for the use of UAVs as they are expected to replace 80% of operations presently carried out by manned aircraft. As per NITI Aayog estimates, the Indian market for UAV will be $50 billion over the next 15 years.✅

2)According to a Civil Aviation Ministry estimate, India’s Drone sector will achieve a turnover of Rs 12,000-15,000 crore by 2026, from about Rs 80 crore now.✅

3)The Drone Service Market is estimated to grow from USD 18.6 Billion in 2023 to USD 40.7 Billion in 2026 at a CAGR of 23.8%.✅

4)In the Union Budget for FY 2022-23, the GoI announced its focus towards promoting the “Kisan Drone” – envisaged as high-tech chemical-free natural alternative to farming to be built on a public-private partnership basis. This Budget also witnessed launch of the “Drone Shakti” mission which will promote drone start-ups as DaaS providers. ✅

5)With the current growth rate of the Drone Pilot Training Sector in India, the requirement has been estimated at 1,00,000 drone pilots until the year 2025.✅

📍Disclosure: Not a buy recommendation. only for study and education purpose. please consult your financial advisor before investing.