Alpha Seekers India (Micro and Small caps)

Micro-cap (μ) to Mid-cap (M) transformations | Exploring #microcaps growth stories | Experimenting with potential #multibaggers | No buy or sell reco

[Alpha Seekers India (Micro and Small caps) @Funda_Investors]

"It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price."- Warren Buffett

🧵 Thread:

#warrenbuffett #v2retail #trent #dmart #walmart #amazon

[Deepak Pandey @fyiitsdeepak]

Also something more in Defence- The Jhansi node has emerged as the top choice for investors, with major proposals including Goodluck Astra (around 247 acres, ₹1,000 crore).

https://t.co/h7B4gVa4d6

[Deepak Pandey @fyiitsdeepak]

Goodluck Defence dispatches first batch- 155mm Artillery Shell casings. How much can they gain from being the first mover in the space remains to be seen. My bet is a lot!!

#goodluckindia #goodluckdefence #155mmshell

[Deepak Pandey @fyiitsdeepak]

Do check out this gold mining proxy. Gold mining globally is rare, more so in India. Decades go into exploration and then you end up mining!

If things work out as projected, Deccan Gold will emerge as one of largest primary gold producer the country has ever seen.

#deccangold

[Deepak Pandey @fyiitsdeepak]

Indotech Transformers: Interesting AGM 2025; The company estimates transformers demand to sustain for next 7-8 years and operations to reach new heights post current capex. Hinted a bit about JV.

Key highlights from the AGM:
#indotech

[Deepak Pandey @fyiitsdeepak]

2. Ventured into Facade services with Aluwind Clean Tech Pvt Ltd: cleaning, restoration, and pressure washing of façades, glass panels, cladding, and structural exteriors, through the use of drone cleaning technology.
https://t.co/eYL3I03u6j

[Deepak Pandey @fyiitsdeepak]

4. Aluwind Order Book: The company has an order book of 360 Crores (includes new orders) executable in next 16-24 months depending upon the projects. Clients include Larsen & Toubro Limited (Realty Division), Tata Realty, Prestige Estates, Godrej Projects Development Limited etc

[Deepak Pandey @fyiitsdeepak]

Aluwind Infratech (A proxy to high end commercial and office workspace expansion): Had an opportunity to visit their plant back in June, have shared my thoughts on the company in below thread.
https://t.co/OSB0lx0nRn

Sharing key points here:

[Deepak Pandey @fyiitsdeepak]

Nice uptick in packaging margins. With increased utilization of new capacity and uptick in realizations Q2 and Q3 can be solid as well. Not many new lines are kicking this year. #cosmofirst

[Deepak Pandey @fyiitsdeepak]

Yet another solid learning session from @soicfinance in the Steel Industry. This time with Sambhv Steel- An integrated steel pipe manufacturer. As always, @ishmohit1 sir is able to get the most insightful details about the business model. Must watch!! https://t.co/tAueULrpsc

[Deepak Pandey @fyiitsdeepak]

Steel Pipes companies: Manufacturing capability and finished products breakup. Hariom Pipe and Sambhv Steel- one of the integrated players.

Source: Crisil

[Alpha Seekers India (Micro and Small caps) @Funda_Investors]

Who's winning CSK VS RR??

#csk #rr #chennaisuperkings #rajasthanroyals #dhoni #samson

[Alpha Seekers India (Micro and Small caps) @Funda_Investors]

@soicfinance Interesting

[Alpha Seekers India (Micro and Small caps) @Funda_Investors]

🚀 What are your thoughts on BlueJet Healthcare? Comment below if I missed anything.

#cdmostocks #cmo #divislabs #suvenpharma #wockhardt #lauruslabs #neulandlabs #windlasbiotech #piramalpharma

[Alpha Seekers India (Micro and Small caps) @Funda_Investors]

Blue Jet’s Growth Levers 🚀

- Expanding capacity (new plants = more production)
- Strategic investments in niche pharma products
- New product launches in contrast media intermediates & high-intensity sweeteners

[Alpha Seekers India (Micro and Small caps) @Funda_Investors]

Conclusion – Long-Term Story? Blue Jet Healthcare is scaling fast, expanding capacity, and entering high-growth niches. It’s a solid mid-cap play in India’s growing CDMO space. Big pharma is reducing in-house manufacturing and outsourcing to cost-efficient CDMOs