MIT Engineers

SME investing, minus the circus.
No profit screenshots. No FOMO creation. No ego flex.
Only how the SME market actually works and stock-specific moves

[MIT Engineers @MitEngineers]

Cosmic CRF, after the favorable verdict, looks poised to capitalize on a much larger opportunity in rail wagon tenders. The growth runway may have just expanded significantly. 🚂📈

Interesting video for Cosmic fans:

https://t.co/pOALk6wt1c

[MIT Engineers @MitEngineers]

@TedPillows Maybe this is the market's way of sending Trump a message: "End the Iran war first, then we'll talk about all-time highs." Good news is bad news. And stocks are the diplomats now. 🤷‍♂️

[MIT Engineers @MitEngineers]

Wall Street: Nasdaq -4.2%, semis in free fall, $1T+ wiped out.

Maybe this is the market's way of sending Trump a message:
"End the Iran war first, then we'll talk about all-time highs."
Good news is bad news.
And stocks are the diplomats now. 🤷‍♂️

[MIT Engineers @MitEngineers]

Rajnandini: ₹18 Cr IPO, GMP hype, 189x subscription... now ~15% below IPO price.

Vahh Chemicals: ₹13 Cr IPO, GMP active, FOMO loading.

Same script?

Hope the ending is different. 🍿

[MIT Engineers @MitEngineers]

@KBabrekar The low-hanging fruit is product mix.

Management believes PAT margins can expand from 10% to 17% if the shift succeeds.

If that happens, this won't just be an earnings story—it could become a rerating story

[MIT Engineers @MitEngineers]

Reading an SME report:

Market Cap: ₹55 Cr
Net Worth: ₹80 Cr
Debt: Zero
Cash on Books: ₹36 Cr
Revenue: ₹100 Cr fy 27
Growth Forecast: 25%
Remove the cash and the business is valued at just ₹19 Cr. Management says FY27 profit could be ₹8-9 Cr.
Yet the market yawns.

[MIT Engineers @MitEngineers]

GMP rises on few lots, social media amplifies it, FOMO follows.Grey Market Premium is the oldest magic trick in sme ipo

Listing day arrives.

GMP vanishes. Retail investors discover they bought the story, not the stock. Be careful

[MIT Engineers @MitEngineers]

The Government of India is considering selling up to a 2% stake in Hindustan Zinc Ltd (HZL) through an Offer for Sale (OFS), aiming to raise around 5,000 cr as per report

[MIT Engineers @MitEngineers]

Merritronix: Strong tech-focused promoter, ₹96 Cr order book (~8 months visibility), 25% growth guidance, ~16x FY26 P/E and PEG <1.

PAT margins at 10% today, with scope for 16% as product mix improves. Rupee depreciation could be the hidden tailwind.

Interesting SME to track.

[MIT Engineers @MitEngineers]

MERRITRONIX at just ~16x TTM earnings (post-IPO equity).

For perspective:
• VINYAS: ~48x P/E
• AIMTRON: ~88x P/E

Holding both VINYAS and AIMTRON since IPO. Not selling a single share of MERRITRONIX.

[MIT Engineers @MitEngineers]

Freshara Agro's roadmap:

FY27E: ₹575 Cr → FY30 Aspiration: ₹1,000 Cr with minimal capex

Conclave highlights:
✅ Limited supply-chain impact
✅ Margin sustainability intact
✅ Rupee depreciation benefits export receivables
✅ Higher inventory is for post-war demand recovery

[MIT Engineers @MitEngineers]

Freshara Agro conclave today. Much-awaited conference call.

Excited to hear questions from the celebrity investor from Tamil Nadu who recently picked up a meaningful stake—and is known for advising Rahul Gandhi on investments.

Should make for an interesting session.

[MIT Engineers @MitEngineers]

SME-focused AIFs deserve a closer look.

If a fund holds a very large chunk of an illiquid SME stock, the price may stay elevated simply because selling is difficult. New investors may unknowingly become the exit route for existing holders.

Look beyond reported NAVs.

[MIT Engineers @MitEngineers]

Seren Capital's Rajnandini Fashion India had all the ingredients SME investors usually chase — a tiny ₹18.2 Cr issue, massive 189x subscription, and extremely low free float. Yet the listing was flat. In a weak market, hype alone wasn't enough.

[MIT Engineers @MitEngineers]

Seren Capital's track record has been remarkable — almost every IPO has delivered 20%+ listing gains.

Now, Rajnandini Fashion India comes with a very small issue size, massive subscription, and extremely low free float.

Interesting setup.

[MIT Engineers @MitEngineers]

@Siddhar34012303 Teamtech Formwork Solutions Ltd. Bull case 👍Experienced promoters, strong margins, reputed lead manager & expansion ahead.good growth guidence- Bear case 📷16 PE looks expensive, big issue size, new capacity needs time & recent SME sentiment remains weak.

[MIT Engineers @MitEngineers]

Apollo Techno Industries FY26 A robust second half (H2) drives full-year revenue growth, showing clear execution acceleration.Half-on-Half (HoH) Scaling:Revenue: H2 ₹6,198.92L vs H1 ₹4,839.16L (Up 28.1% HoH) Net Profit: H2 ₹683.53L vs H1 ₹420.90L (Up 62.4% HoH)

[Sandeep Khasa @SamKhasa_]

शेखर सुमन ने शेखर टोनाइट पर आग लगा दी 😂🔥

मोदी जी ने बंगाल में झालमुड़ी के साथ फोटो खिंचवाई तो उसकी वैल्यू बढ़ गई।

इटली में मेलोनी के साथ फोटो खिंचवाई तो "Melodi" भी वैल्यूएबल हो गई।

अब मेरी मोदी जी से एक छोटी-सी गुज़ारिश है कि एक फोटो रुपये के साथ भी खिंचवा लीजिए, शायद उसकी वैल्यू भी बढ़ जाए।

[Manoj Arora @manoj_216]

What can be more shameful than forcing school students to praise about something that ruined their careers?
Is image management is all that matters for @cbseindia29 ?
Our children deserve better.

[MIT Engineers @MitEngineers]

INFINIUM PHARMA – interesting part is not just P&L, but Cash Flow from Operating Activity 👀

Many SME companies show profit, but cash gets stuck in receivables/inventory. Here operating cash flow is showing strength