Dev Patel

CA Finalist ,

Investor & Trader

[Dev Patel @ImPatelDev26]

I'm not a SEBI Registered Research Analyst or Investment Adviser.

♦️This Twitter Account does not provide any direct or indirect buy, sell & hold recommendations

⚡️Views Only For Education Purpose. I'm Not SEBI Registered RA.

⚡️We Are Not Responsible For Any Loss.

[CA Vivek Khatri @CaVivekkhatri]

A ₹553 Cr nutrition company that supplies to the UN, exports to 75+ countries, sits on ₹210 Cr in reserves & Fixed Deposits: ~₹50 Cr, just turned a 4x profit jump in 2 years, is opening its IPO on June 5th. (MUST APPLY)

Most retail investors haven't heard of it yet.

That's exactly the opportunity. (INVESTMENT THEME)

🧵 Hexagon Nutrition IPO - full breakdown below 👇

[AIM Investments @AimInvestments]

10 Interesting Concall Snippets

1. Quality Power: Trump Humour

[CuriousInvestor @arc1471]

Symmetrical Triangle Breakout in #ZENTEC

Consolidation seems to be over!

Now the new impulse move will start

[Shreenidhi P @nid_rockz]

JD Cables
#JDCables

FY27 guidance:
50-60% revenue growth YoY vs FY26 with similar EBITDA margins

EPC scale up
200cr rev in FY27

New capacity:
Dankuni facility
1.18 lakh sqft capacity
2-4x overall revenues potential in next 2-3 years

Conductor division to start immediately
Cables and wires to start within next 2 months

FY27 utilization targeted at 70-80%

Orderbook at 515cr as on date

[𝗩𝗲𝗿𝘀𝗮𝘁𝗶𝗹𝗲 𝗦𝘁𝗼𝗰𝗸 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 @vandit_jain1994]

Mainboard company where management has guided for more than 40% sales growth in FY27.

With enhancement in margins, EBITDA growth can be more than 50% + 🔥

Available at 7 times EV/EBITDA ratio
Charts showing signs of bottom formation📊

You know where you get such analysis...

[Jakera Choudhury @JakeraChoudhury]

Asian Energy Services

[Manojeet Das @Manojeet_Das]

After #Sakar and #Fredun, keep an eye on #Vikram - third pharma company posted on https://t.co/HfQg0eVqm4

4th was #Accretion - Nov 2025.

Disc: No buy/sell recommendation

Dec 2024 read: https://t.co/mJJ7j3MWWP

[रिमी @amurfalcon1]

Nomura Report on Data centers

Pic 2 --Mechanical & Cooling (10-12% of capex)
Chillers, CRAH/CRAC precision cooling units, pumps and piping for chilled water loops, and increasingly

Pic3--depicts what exactly Shree Refrigeration is eyeing

[Ankit Bahuguna @ankitbahuguna84]

Added msafe equipments and osel devices. Look good for long term valuation wise.

[STR @sachprat07]

#SME #OSEL #OselDevices

Osel Devices H2 FY26 Earnings Call Highlights

👉 FY27 & Future Outlook

▫️Expect to maintain or better the ~57% revenue growth achieved in FY26
💠Management specifically accepted that they are gunning for ₹500cr+ topline in FY27 (~60%+ growth)

▫️Growth outlook supported by
💠~₹25–30 Cr revenue deferred into April due to Geo-political issues
💠SFL acquisition (audiology clinics) to be consolidated from FY27, adding recurring retail revenue and forward integration in hearing aids.

▫️EBITDA margins expected to stay stable at ~18% or improve further through higher-margin retail in hearing aids (via SFL consolidation) and operational efficiencies
💠All three verticals to drive balanced growth.

▫️GNPA SEZ manufacturing hub (LOI already received) targeted for commercialisation from April 2027
💠Will unlock significant export/OEM capacity, US FDA-leveraged hearing-aid opportunities and SEZ tax benefits.

▫️Exports guidance: ₹50 Cr in FY27 (up from ₹23 Cr in FY26) across LED, hearing aids and mobiles.

▫️Philips-branded mobile business to scale sharply (smartphones launched March 2026)
💠Feature-phone run-rate already stable at 60–70k units/month with strong seasonal upside (Diwali 3–4x).

💠Hearing-aids retail push via SFL acquisition (already ~₹26–27 Cr revenue base) to shift mix towards higher-margin B2C/clinic sales; LED to benefit from dedicated defence sales team.

💠Quarterly reporting planned from Q3 FY27 for greater transparency.

👉 Current Order Book / Projects and Future Pipeline

💠Pre-qualified defence client base already in place: IMA, Naval Academy, Air Force outposts, DRDO, ISRO; project-based LED implementations executed.

▫️New defence vertical head (Captain Vivek — ex-Army with government liaison experience) actively meeting clients
💠Focus on command centres, border outposts and monitoring systems — expected to convert existing relationships into meaningful volumes.

▫️Mobile pipeline:
💠4.5 lakh+ feature phones despatched in FY26 (majority in H2)
💠Stable monthly off-take of 60,000-70,000 units; smartphones now live with Philips brand and expanding dealer-distributor network.

▫️Hearing-aids pipeline:
💠Largest supplier to Government of India tenders; SFL clinics add 100k+ customer database and direct B2C retail channel for faster, higher-margin growth

▫️LED OEM & exports: ₹30 Cr OEM sales to big brands + ₹10–12 Cr direct exports (Vietnam, Singapore) in FY26; foreign partnerships expanding.
💠Diversifying into SaaS Content management for LEDs

💠GNPA SEZ hub project: Civil & project work underway post-LOI; will add dedicated export/OEM capacity from FY28 onwards.

👉 Other Notable Points

💠H2/H1 revenue flattish due to logistics & electronic supply-chain delays from geopolitical issues

💠Working-capital cycle: Standard 90-day terms (corporate/govt/partners), but project-based LED business can extend to 120 days due to site readiness; minor overdue ~₹10–12 lakh (no bad-debt provisioning yet).

💠Cash-flow & borrowing clarification:
Short-term borrowings now correctly classified under financing activities; IPO proceeds parked in mutual funds with CC limits drawn against them for interest arbitrage (no net cost). Interest cost rose in H2 due to higher limits; management actively shifting to LCs to optimise.

💠Mobile margins healthy (~25–30% at distributor level) despite job-work outsourcing; full in-house manufacturing planned once scale stabilises.

💠Company positioning: Design-to-delivery across LED displays, hearing aids (US FDA, ISO 13485, CDSCO) and Philips-branded mobiles; moving from pure manufacturing to brand-building + retail-capable platform.

💠Vision reiterated as in the words of management: “Integrated, forward-looking electronics group — not merely a manufacturer for others, but a brand-building, retail-capable, globally competitive platform.”

[Dev Patel @ImPatelDev26]

@Chart_Wallah108 Black box 📦

[Nitin Verma @itsnitinverma]

Asarfi Hospital

Fy27 -

260cr with 13-15% PAT margin
Taking the lower side 13% gives 34cr PAT

Fy28-

400cr revenue with lower side 13% margin gives 52cr PAT

Current Market cap -409cr
FY27 forward PE -12
FY28 forward PE - 8

#AsarfiHospital

[रिमी @amurfalcon1]

Bullish Commentary from Osel Devices

-Guiding for 500cr+topline( 70% growth )with stable/improving margins
So quoting at 16x on Fy27e
Earkart at 34PE

Managementwalked the talk so far,Mukul Agarwal holding big stake,More r less in strong hands as Visible from daily volumes.

[BIKRAM MONDAL @bmondal1308]

⚡️ India’s Cable & Wire Boom Is Just Getting Started! ⚡️

Massive investments are underway across the sector as companies gear up for unprecedented demand from power transmission, renewable energy, EVs, railways, real estate, and data centers.

📈 Capacity expansion highlights:

🔹 Polycab India – ₹5,000+ Cr capex planned over the next 5 years

🔹 KEI Industries – ₹600–700 Cr annual capex for the next 2–3 years

🔹 R R Kabel – ₹1,200 Cr capex program underway

🔹 Finolex Cables – ₹300 Cr planned for FY27

🔹 KSH International • Supa Phase-II expansion
• Capacity increasing to 59,000 MT in FY27
• Copper backward integration starts in H2 FY27
• PEEK insulated wire launch by Q2 FY27
• Solar capacity expanding to 4 MW

🔹 V-Marc India • Installed capacity targeted at 10+ lakh km by FY30 (5x current levels)
• FY27 revenue growth target of 40%+

⚡ Power Demand + Renewables + EVs + Railways + Data Centers = A Decade-Long Tailwind for the Cable & Wire Industry.

#CableAndWire #Capex #IndiaGrowthStory #PowerSector #Renewables #EV #DataCenter #Manufacturing #Infra #StockMarketIndia #Investing

[Trading Zone @prsablue]

#BHARATFORG

When institutions *flush out* retail fear

"Shakeout + Recovery" = textbook institutional play

✅ Weak hands panic sold into lows
✅ Smart money accumulated quietly
✅ Now recovery begins (1,900–2,020 range)

The setup:

• MA crossover zone looming
• Holding AVWAP support cleanly
• Next buyers waiting at resistance

This pattern separates wheat from chaff.

Whats your view on this??

A) Fear → Accumulation → Breakout.
B) Breakdown below Avwap

#nifty #nifty50 #sensex #stockmarket #banknifty #StocksToWatch #giftnifty #StocksInFocus #stocks #watchlist #bharatforge

[The_Chartist 📈 @thechartist26]

More reports added

[Mithun Sarkar @MithunSarkari]

Must study John Cockerill,
before this gets hyped on X.

I made 2 posts and so far mgmt is walking the talk, now we need to track how things evolve.

A 5-6X opportunity.

https://t.co/2C2e45rCiH

https://t.co/PSBLFKwkEE

[Mithun Sarkar @MithunSarkari]

🧵 John Cockerill India: A small ₹300–400 Cr company trying to become a GLOBAL steel technology leader.

Turnaround ✔
Mega acquisition ✔
New steel tech ✔
Huge order pipeline ✔

Here is the full story investors should understand 👇

[Vishan @vishan_29]

Yatharth Hospital Q4FY26 Concall Highlights

🔶️ FY27+ Management Guidance

• Growth
>> FY27 revenue expected to surpass FY26's 36% YoY rate 🚀
• Margins
>> Reaffirming 24%–25% EBITDA margin, with upside as new assets mature
• ARPOB & Mix
>> Targeting ~10% annual ARPOB growth
>> Gurugram modeled to launch at ₹50K+
>> Aiming to reduce government scheme share from 35% to 25% over two years 🚀
• Target
>> Reach 5,000 beds within 3 years via internal accruals (70% acquisitions) 🚀

🔶️ Key Highlights

• Tariff Boost
>> Dec'25 CGHS rate hikes added ~5% to revenue and ~3% to EBITDA
• ARPOB
>> Group average grew 7% YoY to ₹33,124
>> Noida Extension peaked at ₹47.8K
• Occupancy
>> 71% in Q4 (68% for FY26)
>> Noida & Jhansi topped at 86%
• Oncology
>> Now 10% of group revenue, peaking at ~30% share in Noida Extension

🔶️ Expansions & Acquisitions

• Gurugram (New): ₹200 Cr total investment & opens in April 2027
• Agra (Acquired Feb'26): Already profitable with ₹7 Cr/month run-rate & 18% EBITDA
• New Delhi & Faridabad (Sec 20): Contributed 11% of Q4 revenue & initial ARPOBs tracking strong at ~₹40K and ~₹38K
• Capacity
>> Currently at 3,200+ beds
>> Brownfield expansions active at Greater Noida & Noida Extension (₹75L/bed capex)
• Partnership: Secured exclusive hospital rights for the upcoming Noida International Airport (Jewar)

Follow @vishan_29 for more updates.

🔴 Disclaimer: No recommendation. For educational purposes only.

[Akash Chaudhary @Akash17971]

Vintage Coffee and Beverages Q4 FY26 Conference Call Highlights ☕️����📈

Vintage Coffee is quietly positioning itself for a completely different scale over the next few years.

The company has already expanded its production capacity from 6,500 MT to 11,000 MT annually through a brownfield expansion, funded entirely via internal accruals. What is important here is that the expanded facility is already operational and management expects nearly 95% utilization in FY27 itself, backed by strong export visibility.

A major focus area now is the premium freeze-dried coffee segment.

The company is building a new 5,500 MT freeze-dried coffee facility with a total capex of around ₹550 crores. Around ₹150 crores has already been spent and the plant is expected to start operations by Q2 FY28.

📌 Management has also indicated plans for a second freeze-dried line in FY30 with an additional capex of around ₹370–400 crores.

What makes this interesting is the margin profile.

The existing business already operates on a cost-plus pricing model, helping protect margins from raw material volatility. But the addition of freeze-dried coffee and premium consumer-focused products is expected to improve realizations and materially expand profitability over the next few years.

Management expects:
▪ FY27 EBITDA margins around 19%
▪ FY28 margins around 20–21%
▪ FY29 margins potentially reaching 22–24%

Another important point is the improving product mix.
The company is steadily shifting towards higher-value consumer packs and agglomerated coffee, targeting a 60:40 mix between consumer packs and bulk sales. Packaging capacity has already been expanded to 5,000 MT and another line is being added.

Geographically, the business remains well diversified:
▪ Africa – 31%
▪ Russia/CIS – 22%
▪ Southeast Asia – 22%
▪ Americas & Europe – 18%
▪ Domestic – 5%

Vintage Coffee currently works with around 19–20 global customers, with the top 5–6 customers contributing nearly 45–50% of revenues. Management remains confident about scaling volumes due to strong customer relationships, existing order visibility, and growing global demand for instant and freeze-dried coffee.

The company also highlighted that global instant coffee production is close to 1 million metric tons and continues to grow steadily every year, creating a large opportunity size for capacity expansion players.

Funding for the freeze-dried project will largely come through debt:
▪ ₹300 crores through ECB at ~5–6% cost
▪ ₹100 crores working capital debt at ~8.3–8.4%

Management has also guided for:
▪ Better realization per ton due to premium product mix
▪ Improvement in EBITDA per kg in FY27
▪ Lower working capital intensity due to softer coffee bean prices
▪ Positive operating cash flows going forward
Interestingly, despite expanding aggressively, the company is avoiding traditional retail expansion and instead focusing on strengthening its e-commerce presence.

Overall, the commentary suggests that Vintage Coffee is transitioning from a traditional instant coffee exporter into a more premium, value-added coffee player with significantly larger scale ambitions over FY28–FY30.

Source: @concall_in

Disclaimer:
For educational purposes only. Not a buy/sell recommendation.