Ashsingh

Tech Marketer, Entrepreneur

[Ashsingh @Ashsing71818291]

@themodernhp Future HP CM. Leaders shd be able to make these babus accountable and blast them if they don't work.

[Ashsingh @Ashsing71818291]

@Anand_shah07 Regret is name of the game.

[Ashsingh @Ashsing71818291]

@Nithin0dha The earlier connections were really the ones which brought delight I guess...now it's would more be business n $ driven.

[Ashsingh @Ashsing71818291]

@ipo_agarwal As an IT professional I fail to understand, what this company is doing which other IT services have not been doing for donkey number years yet the sit at very low valuation and this company command such valuation...

[Ashsingh @Ashsing71818291]

@_KiranRajput 90L became 30L in 2023.

[Ashsingh @Ashsing71818291]

@Nithin0dha @nikhilmw We had Jessica as an alias email id to write to US prospects. You should have seen the kind of responses that we use to get from US prospects. Many were willing to meet and date Jessica beyond work.

[Ashsingh @Ashsing71818291]

@SandeepMall Grass is always greener on the other side...my lawn has thinned out. Any tips ? Good pic ...

[Shiladitya @shiladitya4u]

Don’t Ignore What the Market Is Telling You -
A personal anecdote

In early 2023, Zen Technologies came up on my screener because it was making new 52-week highs and showing exceptional Relative Strength.

The broader market was going through a pretty severe correction, so a stock behaving like that immediately caught my attention.

I did a little digging and found that the company was involved in defence simulators and anti-drone systems (soft kill). But there wasn't much information available about the business, and I couldn't clearly understand what the earnings triggers were going to be.

So I passed.
The stock went on to become a 10X in the next 18 months.
That experience and learnings stayed with me.
....................................

Fast forward to early 2026.
Sterlite Technologies started showing a very similar pattern.

The market was correcting, yet the stock was breaking out, making new 52-week highs and displaying extremely high Relative Strength.

Again, the fundamental story wasn't particularly clear at that point.
There was obviously something interesting happening around data centres, AI capex and optical fibre, but the concrete details weren't clear enough. What exactly was driving the acceleration? How large could the opportunity become? What would it mean for revenue and earnings?

I didn't have good answers to those questions.

But this time, I had the experience of Zen Technologies — and a few other stocks where the price had started telling the story before the fundamentals became obvious.

So I took a leap of faith and bought Sterlite Tech.

As they say, the rest is history - It turned out to be the biggest multibagger of my entire investing career — in just five or six months.

The lesson for me wasn't that fundamentals don't https://t.co/AvnlGU65nY was that you don't always get the fundamental story upfront. The fundamentals have become clearer during this journey and I strongly believe the price upmove is supported by genuine tailwinds and solid earnings.
Sometimes, exceptional price action and Relative Strength are themselves information.

And when a stock continues to make new highs while the broader market is correcting, I don't want to dismiss it simply because I haven't yet figured out the story.

The market may be telling you something that you haven't figured out yet. Always remember - markets are the collective knowledge of millions of people and you are just one individual.

...........................
Hope it helps.
This is not an investment advise or recommendation.
Please do your own due diligence before investing.

[Ashsingh @Ashsing71818291]

@hvgoenka @aratnam Problem if the The Richest...

[TruthCapital @ramesh_vd]

The macro tailwinds of the "China Plus One" strategy and the U.S. BIOSECURE Act are shifting massive contract pipelines toward India.

Few small cap companies that could get benefitted -

1. Supriya Lifescience Limited

FY26 CDMO Revenue Share: Close to 0%. During FY26, the company's total revenue of ₹828 crore was almost entirely driven by its core generic API business—particularly its anesthetics, vitamins, and anti-asthma segments.

The Commercialization Timeline: Management initially expected commercial contributions to start trickling in during Q4 FY26. However, the Ambernath facility (the dedicated center for their CDMO and formulation strategy) only completed validation batches and began initial operations at the very tail-end of the fiscal year.

Future Guidance: The financial framework outlines that FY27 will see the first meaningful revenue streams from this segment via domestic and semi-regulated markets. A major inflection point is projected post-H2 FY27, tied to an upcoming European Union (EU) audit that will open up highly regulated premium markets.
Maximum revenue potential of ₹350–400 crore

Overall revenue target (including CDMO) of ₹1,600 crore to ₹1,800 crore within the next three years

2. Anupam Rasayan India Limited
Anupam operates a highly integrated CDMO framework that handles complex custom manufacturing for global innovators. It has solved the key industry bottleneck—raw material dependency—by executing high-value backward integration.

FY26 CDMO Revenue Share: Approximately 100% of core revenue. CDMO is not a supplementary vertical; it is the core business engine operated through their Custom Synthesis and Manufacturing (CSM) framework. Out of their total ₹2,384 crore consolidated FY26 revenue, nearly all of it maps directly to multi-year exclusive manufacturing contracts for global innovators.

The Commercialization Timeline: Unlike companies transitioning into the model, Anupam Rasayan is transitioning from traditional agrochemical synthesis into advanced high-value platforms (Fluorination, EV Battery Materials, and Pharma Formulations). Key milestones achieved in FY26 include the commercial scaling of newly commercialized molecules and the integration of their US-based asset, Jayhawk Fine Chemicals

Future Guidance: The financial framework projects a major growth acceleration for FY27, with management upgrading its top-line growth forecast to over 30%. This is backed by an active order book of Future Guidance: The financial framework projects a major growth acceleration for FY27, with management upgrading its top-line growth forecast to over 30%. This is backed by an active order book of over ₹14,000 crore. A critical inflection point is set for post-FY27, driven by a massive $300 million battery materials LOI with Basquevolt and their proprietary continuous-flow chemistry technology (ETFA) which addresses a $500 million market opportunity. A critical inflection point is set for post-FY27, driven by a massive $300 million battery materials LOI with Basquevolt and their proprietary continuous-flow chemistry technology (ETFA) which addresses a $500 million market opportunity.

3. Tatva Chintan Pharma Chem Limited

Tatva Chintan is a classic micro-cap turnaround story playing on specialized tech platforms that are essential to modern pharmaceutical scaling.

FY26 CDMO Revenue Share: Approximately 35% to 40% of core revenue. Does not report a standalone line item called "CDMO". Instead, its contract manufacturing, custom synthesis, and developer capabilities are housed under its Pharma & Agro Intermediates and Specialty Chemicals segments. In FY26, the company generated total consolidated revenues of ₹556 crore. The contract-driven Pharma and Agro Intermediate wing served as a primary driver, bringing in significant multi-step synthesis revenues.

The Commercialization Timeline: The company has been transitioning from a pure-play Phase Transfer Catalyst (PTC) supplier into an advanced custom synthesis platform. In FY26, it stabilized operations at its newly expanded Dahej commercial production block. This enabled the validation of multiple advanced pharma intermediates. Commercial scale-up began taking shape at the tail end of the fiscal year, setting the stage for initial high-value dispatches.

Future Guidance: Management expects robust top-line growth of 25% to 30% for FY27, driven by a pipeline of newly commercialized pharma and agro molecules (one starting in Q1 FY27 and two more in Q3 FY27). Long-term growth relies heavily on a newly approved ₹200 crore greenfield expansion at Jolva. This dedicated multi-product facility targets a peak revenue potential of ₹300 crore to ₹400 crore and is scheduled for commercial commissioning around January to March 2028.

[Not investment advice, DYOR]

[Ashsingh @Ashsing71818291]

@SureshKBN Happy for u ... I bought only a few and when I apply today could not get them ...

[Ashsingh @Ashsing71818291]

@abhijeet_dipke भाई मेरे विदेश में या तो बहुत होनहार लोग पढ़ने जाते हैं या अत्यधिक गधे। तू दूसरी कैटेगरी का है। तेरे कोर्स का कोई नामोनिशान नहीं है विश्व में जैसे की हार्वर्ड के टेक्नोलॉजी कोर्सेज का नाम है। भारत में तू कोटे पर पल रहा था और विदेश में किसी की स्पॉन्सरशिप से। यही तेरा औकात।

[Ashsingh @Ashsing71818291]

@DrDarinda Pride>Monetary Benefits. Blue Pigeons will never understand the meaning of Pride of being self-made, Sacrificing for ur nation, Dharm, and the larger society.

Only Rajputs can do that ....

[Ashsingh @Ashsing71818291]

@KshatriyaItihas Yes, these ppl are like verbal mercenaries. They can speak for/against anyone as long as payment is made...Come elections, time for their boni batta ...

[Ashsingh @Ashsing71818291]

@predict_addict IE IRODOV for Indian students preparing for JEE.

[ishmohit @ishmohit1]

Did a detailed video on Cdmo over the weekend after covering the sector multiple times over last 6 years.

Any other sector do you want to understand from scratch?

https://t.co/NYLHF8siIi

[Ashsingh @Ashsing71818291]

@Rustum_0 Converted mulla speaking ...

[Ashsingh @Ashsing71818291]

@juvvan @krishashok Well....I hv shared the anecdotal evidences from FB group. Mentioned the group as well. Pls go thru the thread n explore...

[Ashsingh @Ashsing71818291]

@Sudh_Luv4Equity @PPFAS My PPFAS return is 2 percent in last 1.5 years..My PF due to CDMO heavy presence has a return of near 60-70 percent. Lagging is due to other large caps else...I am thinking about dissolving both Motilal n PPFAS folios.

[Ashsingh @Ashsing71818291]

@avinashraghava We competed against Khadim at some point in time. Always admired the way he was building WhatFix.