Er Ashok Agrawal

Principal Engineer @ Oil & Gas Projects. Investor. Have passion for tracking favourable developments in Microcaps and Smallcaps.

[Er Ashok Agrawal @FriendlyVoice51]

@shiladitya4u ¤~● fw fwa

[Er Ashok Agrawal @FriendlyVoice51]

Q2FY26 conference call notes by Alphawealth.. Management reiterates strong revenue growth with increased margins

[Alphawealth Research @AlphaWealth000]

🚀 Stallion India Fluorochemicals Q2FY26 Concall Notes #stallionfluoro #stallion

✅ Guidance:
- Expecting to grow 30- 35% CAGR for next 3 years supported by backward & forward integration
- Already achieved 50% of Rs 430 Cr revenue guidance for FY26
- Operating margins expected to enhance 3-4% in future
- Delivered good performance in Q2 in spite of Q1 & Q2 being the weakest quarter

✅ Strategic Capex & Capacity Expansion:

👉 Bhilwara (Rajasthan) R-32 Plant
- Capex: Min. Rs 200 Cr (includes land, building, WC, etc)
- Funding: Internal accruals (not covered under capex raised in IPO)
- Capacity: 10,000 MT (Phased: Initial 5,000 MT)
- Timeline: 9 months from now (July'26); land acquired, regulatory permissions underway
- Potential: Revenue Rs 500-700 Cr for full 10,000 MT; Rs 250 Cr in FY27 | PAT Margins 22-24%

👉 Mambattu Facility (Andhra Pradesh)
- Scope: Focus on HFO & specialty gas production
- Capex: Rs 20 Cr+ (funded through IPO proceeds)
- Capacity: HFO blending (10-12 tanks)
- Timeline: Operational by Jan'26 end/Feb'26 (delayed due to early monsoon & major design upgrade; construction underway in full swing with tanks & other equipment's ready)
- Will cater to domestic customers initially

👉 Khalapur Facility (Maharashtra)
- Scope: Focus on semiconductor & liquid helium gases
- Capex: Rs 30 Cr+ (funded through IPO proceeds)
- Timeline: Operational by Dec'25 end/Jan'26 (construction over, fitouts of plant & machinery will be starting now)

✅ Other Points:
👉 Solar Cell gases will be a lucrative part of revenues
👉 Currently, bulk of raw materials (molecules) are imported, primarily from China (80-85%). Management said "China is like Saudi Arabia with oils"
👉 Capacity Utilisation: Current plants are not manufacturing plants, so management didn't provide any utilisation levels

[Er Ashok Agrawal @FriendlyVoice51]

@iam_elias1 AI

[Ajit Fernandes @ajitf]

#OrianaPower signed a non-binding MOU with ACTIS GP LLP to develop 1 GW solar/RE projects in 2yrs. ACTIS may invest up to $100M equity post due diligence. This partnership boosts Oriana’s capital strength and growth, enhancing its position in 🇮🇳 expanding #RenewableEnergy market.

[Manoj Gupta @manojgupta1979]

💥 Sunita Tools Ltd (BSE: 544001) – From Precision Engineering to Defence Powerhouse 🇮🇳

🛠️ 39+ yrs legacy → now into Defence Manufacturing (155mm NATO artillery shells)

📦 Capacity Expansion

Line 1: 7,500 pcs/month (trials successful Sept’25)

Line 2: +10,000 pcs/month

LOI secured till FY28 🚀

💣 Why it matters

Indian Army modernization (ATAGS, K9 Vajra-T)

Global demand surge (Ukraine conflict)

Export-ready, cost-competitive ($230–400 per shell)

📊 Investor Projections

FY26: ~30k shells

FY27: 1.3L shells

FY28: 2.1L shells

EBITDA: 28–34% | PAT: 16–20%

📌 Current Snapshot (Screener)

CMP: ₹725

Market Cap: ₹443 Cr

Shares: 60L
🔗 Screener – Sunita Tools

📈 Valuation View (FY28)

PAT est. ~₹102 Cr

At Defence P/E multiples:
👉 50× → Mcap ~₹5,087 Cr → ₹8,480/share
👉 100× → Mcap ~₹10,175 Cr → ₹16,960/share
🚀 Potential multi-bagger story if execution continues

🌍 Future Growth Drivers

Explosive-filled shells (margin kicker)

Smart shells (PGK, CCF)

Export to friendly nations

Investor presentation 👇
https://t.co/G5Fi2yZOuP

#Defence #StocksToWatch #Multibagger #AtmanirbharBharat #Investing #SMEStocks

⚠️ Disclaimer: Forward-looking estimates based on company projections & defence sector multiples. Not investment advice. Please DYOR.

[Er Ashok Agrawal @FriendlyVoice51]

@QCompounding Send

[Er Ashok Agrawal @FriendlyVoice51]

📈 $GPECO | GP Eco Solutions 🔋☀️
A rising clean energy integrator from India 🇮🇳

FY25 Revenue ₹247 Cr (+78%) | PAT ₹10.46 Cr | EPS ₹8.85
Market Cap: ₹613 Cr | P/E ~60× | ROCE ~25% | D/E ~0.5
🧮 Order Book: ₹500+ Cr | Invergy brand gaining strong PAN-India reach

🚧 FY26E Revenue Potential: ₹500–600 Cr 🧭
— Margin Guidance: EBITDA ~10–12%, PAT ~7–8%

🚀 FY27E Revenue Target: ₹1000+ Cr (post 1.2 GW solar + 2.5 GWh BESS commissioning)
— Margin Potential: EBITDA ~13–15%, PAT ~9–10%

🔋 Key Growth Levers:
• 1.2 GW Solar Module Line (FY26 H2, UP)
• 2.5 GWh BESS Line (FY26 end, Noida) — ₹2000 Cr revenue potential
• 128 MWp turnkey EPC (₹300+ Cr) | 50K+ inverter target via PM Surya Ghar Yojana
• Full backward integration for margin resilience

📡 Digital + IoT-enabled smart energy stack under development
📌 Domestic focused | Zero exports | Capex: ₹100–200 Cr (phased, debt + internal accruals)

🔖 Disclaimer: Not a recommendation. Please do your own research (#DYOR). Future projections are based on company commentary in investor concall dated May 22, 2025.

@drprashantmish6
@manojgupta1979
#SmallCap #CleanEnergy #BESS #SolarIndia #Inverters #EnergyTransition #GPECO #Renewables

[Er Ashok Agrawal @FriendlyVoice51]

Transformer Sector is Booming 🔥
10 Stocks set to benefit
1. Shilchar Technologies
2. Transformers & Rectfiers
3. Indo Tech Transformers
4. Yash HighVoltage
5. Danish Power
6. Quality Power
7. Supreme Power
8. Vilas Transcore
9. Jay Bee Laminations
10. Voltamp Transfol

My Top Picks are Yash High Voltage & Quality Power

Which Transformer Sector stocks do you like❓

#Qualitypower
#Yashhighvoltage
#Shilchar
#Taril
#Danishpower
#Vilas
#Jaybee
#Indotech
#Voltamp

[Mr. Wadhwa @sourabhwadhwa22]

Defence Stocks

What Company does, Future growth

HAL
BEL
DATA PATTERN
COCHIN SHIPYARD
MAZAGON DOCK
SOLAR
BDL
ZEN TECHNOLOGY
GARDEN REACH
AVANTEL
PARAS DEFENCE
BEML
DATA PATTERN

[Er Ashok Agrawal @FriendlyVoice51]

Bio Green Papers ( BSE 534535)
The name change of 'Bio Green Papers' to 'String Metaverse' has been approved by Registrar of Companies.
Now this name change at BSE could be done in next few days.

It is rather a hidden stock due to its old name, and this name change reflecting its real business is expected to generate investor interest.

String Metaverse had acquired above company through NCLT process in 2024.

String Metaverse is into high growth business of Block Chain Based Games & Digital Advisory Services. It has number of games and sports in its eco-system, It's user base is around 3 millions in February 2025, and is growing rather at fast pace.

Q3 FY25:
- Revenue: ₹115.69 Cr (31.75% qoq growth)
- Profit After Tax (PAT): ₹10.21 Cr (51.26% qoq growth)

Nine-Month FY25:
- Revenue: ₹253.51 Cr
- PAT: ₹22.34 Cr

#bgpl #biogreen
#StocksToWatch #StocksInFocus
#multibagger
#blockchain

[Er Ashok Agrawal @FriendlyVoice51]

In context of raising the issue with the concerned authorities to find a logical solution to ESM.

I have a suggestion:

The current threshold of ESM is 1000cr Mcap, which is same for Mainboard as well as SME stocks.

*Let us propose 100cr Mcap threshold for SMEs*

If this is achieved, 80% of SMEs will come out of ESM clutches.

While as SEBI will not abandon ESM altogether, but it will be easy to persuade them for lower threshold as SMEs otherwise have low liquidity due to lot sizes applicable to SMEs, and less number of shareholders.

[Er Ashok Agrawal @FriendlyVoice51]

@ShridhantS .

[Er Ashok Agrawal @FriendlyVoice51]

@raghavwadhwa 08pp00p0

[Hetal Chheda @HetalChheda5]

#Afcom receives the Air Operator Permit (AOP) allowing commencement of Dry Lease Aircraft operations after successful 5-phase certification process.

[Er Ashok Agrawal @FriendlyVoice51]

Sahasra Electronics..a semiconductor opportunity among SME scrips.. mini Kaynes in the making

[Anish Nanda @anish_nanda]

Chipmaker Polymatech chalks out $2.5 billion revenue by FY26 https://t.co/PRsIPALBi3 via @FinancialXpress

[Er Ashok Agrawal @FriendlyVoice51]

Chip maker @Polymatech reveals its ambitious plans.

Present orderbook: Rs 7000 cr (all exports), to be executed in 2 years

Topline expected to be USD 2.5 billion by March 2026

Present Opto-semiconductor chips capacity is 2 billion chips per year, which is expected to be enhanced to 10 billion chips by this year end

Company, by this year end to start manufacturing of sapphire ingots, and wafers

Refer attached press article..

#semiconductors
#OptoSemiconductors
#polymatech

[Er Ashok Agrawal @FriendlyVoice51]

The kind of attack Iran has done with the use of 100s of drones simultaneously towards Israel... And almost all of them being neutralised by Israel.. All due to their anti-drone capabilities.

Indian armed forces would surely factor in the above scenario and will need to be hugely strengthened in terms of their anti-drone capabilities.. over our thousands of KM long borders.. with hostile countries

One stock/ company which will stand to gain hugely..

Zen Technologies.

#Zentech
# Zentechnologies
#Antidrones

[Er Ashok Agrawal @FriendlyVoice51]

Chipmaker Polymatech plans 1500cr IPO.
It's earlier plan was for 750cr IPO.
For further details:
https://t.co/zigHPfaKft

#Polymatech
#Optosemiconductors

[Er Ashok Agrawal @FriendlyVoice51]

Like automobiles have many verticals ie EVs, cars, trucks, buses, 3- wheeles, scooters etc etc.

As per my understanding, semiconductors too have many verticals, and Opto -semiconductors is one the vertical of semiconductors.

Global market for Opto Semiconductors is massive, about $50 billions, which is about 8% of overall global semiconductor market valued at $600 billions.

So Polymatech, which is into opto-semiconductor domain has vast market opportunity to cater to.

And its profitability margin seems in-line with profitability of many global suppliers as listed in attached tweet.

@Polymatech
@manojgupta1979
#Polymatech

[Manoj Gupta @manojgupta1979]

firstly "thanks for understanding Polymatech is making Semiconductors. Your perception is now changed as you are now getting some exposure to Semiconductors. Secondly "Each company works in different verticals of Semiconductors" Both are not competitors but in the similar line of business.