Indraprastha Capital

We track 300 SME companies and filters the finest 20 investable ideas.
Deep dives | Con-call analysis | Operators, not storytellers

[Indraprastha Capital @IndraprasthaCap]

Trading and investing are more similar than people think.

Traders chase price strength.
We chase business strength.
At Indraprastha Capital, we aggressively track 100+ SME companies to identify the rare 10-15 businesses showing:

• Explosive topline & bottomline growth
• High scalability
• Expanding margins
• Strong balance sheets
• Promoters consistently delivering on guidance

By the time the market recognizes them, the rerating has already happened.

Associate with us to access the absolute finest SME ideas before they become consensus bets.

[Indraprastha Capital @IndraprasthaCap]

Whole Twitter community is going berserk over large cap IT meltdown due to Accenture in US going down by 16%

Majority of large caps have not shown revenue growth. IT companies debate over 5%-6% growth after every quarterly results.

Why would anybody want to buy a laggard growing at just 5-6% while we have companies in smaller cap scaling north of 30%.

[Indraprastha Capital @IndraprasthaCap]

What's the biggest winning stock you've ever owned? 📈

Comment the name below and “Repost”👇

I'll DM you an SME equity report worth 20000 rupees that took our team 15 days of deep research to prepare for free.

The company is power sector proxy guiding revenue growth of 50% with huge cash in books and new capacity coming live this quarter with forward P/e of only 15.

#SME #SMEINVESTING #IPO #IPOALERT

[Indraprastha Capital @IndraprasthaCap]

Reading SME concalls has to be one of the greatest investing experiences.

You get a front-row seat to some of India’s smartest entrepreneurs building incredibly niche businesses that power the real Bharat.

You learn industry quirks, discover hidden opportunities, and occasionally stumble upon tomorrow’s market leaders years before everyone else.

[Indraprastha Capital @IndraprasthaCap]

@amurfalcon1 For investors who want to get into depth of what Msafe equipment does here is the breakdown:

https://t.co/NMTCh09JPL

[Indraprastha Capital @IndraprasthaCap]

Everything about Msafe Equipments Ltd
In this video

1. Business model breakdown
2. Selling vs Rental
3. Moat analysis
4. Financials/con-call/guidance
5. Key risks in the business

#msafeequipments #stockstowatch

[Indraprastha Capital @IndraprasthaCap]

@sourabhwadhwa22 The biggest winner is turning out to be a player who makes bushings for transformers
Here is a detailed equity report, stock has doubled since our coverage https://t.co/jbu3U6eq4b

[Indraprastha Capital @IndraprasthaCap]

Yash highvoltage buzzing in trade today up almost 8%

We initiated coverage on this company and the product is too niche to ignore:
Here is the detailed equity research report which took 2 weeks of hardwork
https://t.co/xnrXCQkjeM

[Indraprastha Capital @IndraprasthaCap]

@amit_code I am building social media to reach out to investors who want to supercharge there pf with finest of the finest sme investable opportunities. We track 300 companies to bring out the best

[Indraprastha Capital @IndraprasthaCap]

@samisosa1234 The reason they have not performed is because of working capital mismanagement that is consuming cash big time
Here is the detailed math:

[Indraprastha Capital @IndraprasthaCap]

Why Taurian MPS FY27 Growth guidance is not possible without equity dilution or additional fund raising? (Short term borrowings already 2.3x in FY27)

-Growth guidance for FY27 is 60%-70%
-FY26 Revenue stood at 99cr
-NWC stuck in business is:
Receivables 50cr + Inventory 46cr - Payables 10cr =
87cr
Which makes it 87% of revenue (extremely WC Heavy)

-To fulfill 70% growth guidance company needs 147cr of
WC funding so additional wc requirement is 147cr-
87cr= 60cr

-Bank Balance-3.1cr
-Short term borrowings ballooned from 9 cr to 22cr
which already proves the point that company is
undergoing WC stress and growth is consuming cash
big time.

- Any additional reliance on short term loans can
increase interest cost and shrink margins.

-Cash conversion cycle has deteriorated from 191 to 427
days

-Management says that inventory pile up is for the reason that they carry it in books till last equipment order is fulfilled and receivables are backed by bank limits. But even on these terms additional cash infusion is required to let the operations run. 20% advance is still not enough to make the cash position better. Any slowdown or delays can hit them severely.

#taurianmps #sme #smeinvesting #investing #stockstowatch #stockmarketindia

[Indraprastha Capital @IndraprasthaCap]

@samisosa1234 Shree refrigeration
Indosmc
Flysbs
Msafe
Yash high voltage
KSH international
Atlanta Electrical’s

[Indraprastha Capital @IndraprasthaCap]

@me__kaushik Look at SME space sir. Stocks are flying

[Indraprastha Capital @IndraprasthaCap]

@MrRChaudhary Everything is great the only hiccup is the B2G order book which is putting stress on working capital
Detailed memo here: https://t.co/A61iC4Cqjf

[Indraprastha Capital @IndraprasthaCap]

AVIENCE BIOMEDICALS lTD. IPO RESEARCH MEMO:

A diagnostics SME growing income +78% at ~39% RoE, putting 100% of a ₹30 cr fresh issue into capacity and working capital — priced at ~22×. The question isn't the growth, it's whether a two-year-old listed entity can fund a working-capital-hungry, B2G book without the debt creeping further.

#IPO #IPOALERT #AVIENCEBIOMEDICALS

[Indraprastha Capital @IndraprasthaCap]

@tirthankardas81 Audio visual integration is not a very fascinating business. Working capital driven growth + most of audio products imported. No moat in the business

[Indraprastha Capital @IndraprasthaCap]

@tirthankardas81 I am backing Msafe equipments. Fantastic model + 39% margins
Here is the detailed breakdown of the company

https://t.co/NMTCh09JPL

[Indraprastha Capital @IndraprasthaCap]

Everything about Msafe Equipments Ltd
In this video

1. Business model breakdown
2. Selling vs Rental
3. Moat analysis
4. Financials/con-call/guidance
5. Key risks in the business

#msafeequipments #stockstowatch

[Indraprastha Capital @IndraprasthaCap]

@amurfalcon1 Breaking down what does Msafe do and why there ebitda margins are 39%

https://t.co/NMTCh09JPL

[Indraprastha Capital @IndraprasthaCap]

Everything about Msafe Equipments Ltd
In this video

1. Business model breakdown
2. Selling vs Rental
3. Moat analysis
4. Financials/con-call/guidance
5. Key risks in the business

#msafeequipments #stockstowatch

[Indraprastha Capital @IndraprasthaCap]

@Justocks4u Those who missed afcom holdings can look at company with same parent: Flysbs
https://t.co/oZlS54rNul

[Indraprastha Capital @IndraprasthaCap]

Everything about Fly sbs Aviation ltd. Covered in this video:

-Business model breakdown
-Complete operational flow
-Dry lease vs wet lease in aviation
-Growth catalysts
-Financial decoding/ Working capital
stress test
-Risks

#flysbs

[Indraprastha Capital @IndraprasthaCap]

@InvestorOfJAMMU Start with direct investments in sme space. There are alot og companies growing north of 30% to 40%

[Indraprastha Capital @IndraprasthaCap]

@gaze_observer Here is the detailed video on maxvolt energy: SME's fastest growing gem + battery assembler
https://t.co/8VDvWHmsLY

[Indraprastha Capital @IndraprasthaCap]

Q4FY26- Maxvolt Energy Industries ltd

Breaking down business model, concall updates and key risks.

This video is only for educational purpose and should not be taken as investment advise.

#maxvoltenergy

[Indraprastha Capital @IndraprasthaCap]

@PULSEOFPROFIT10 Everything about avience biomedicals:
https://t.co/tI7oBIRu9s

[Indraprastha Capital @IndraprasthaCap]

AVIENCE BIOMEDICALS lTD. IPO RESEARCH MEMO:

A diagnostics SME growing income +78% at ~39% RoE, putting 100% of a ₹30 cr fresh issue into capacity and working capital — priced at ~22×. The question isn't the growth, it's whether a two-year-old listed entity can fund a working-capital-hungry, B2G book without the debt creeping further.

#IPO #IPOALERT #AVIENCEBIOMEDICALS

[Indraprastha Capital @IndraprasthaCap]

@ChintanParikh10 The only problem in this company is majority of revenue coming in from only 1/2 companies. Although they are backward integrating and increasing store count, the risk of customer concentration is still there

[Indraprastha Capital @IndraprasthaCap]

@MrPrasant There is one company which makes magnet winding wire which goes inside each and every transformer
Guiding growth of 40% cagr and already doubled since IPO
https://t.co/1X1SNWqFgQ

[Indraprastha Capital @IndraprasthaCap]

Everything about KSH International ltd in this video:

Breaking down:

1. Business Model/ Product
2. Growth catalyst
3. Financials/ guidance / con-call analysis
4. Key risks

**Forgot to add in guidance: company guided 40% guidance for this year

#Kshinternational #sme #ipo #ipoalert #stockstowatch