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]

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.

[Dinesh K Vohra @dineshkvohra1]

Bloomberg Bombshell

RBI Sold Gold worth $12 Billion in May 2026 to Save Nation from Acute Forex Emergency

India never Sold it's Gold in History

Even in 90s India mortgaged it's Gold in Crisis Time but Never Sold

In Modi Time.....India is Selling it's Gold to Save Nation

[Bloomberg @business]

India’s central bank may have offloaded a portion of its gold holdings to shield its foreign-currency assets from the cascading fallout of the Iran war, according to an analysis by Bloomberg Economics https://t.co/BCtd7NauWO

[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

[MIT Engineers @MitEngineers]

Sneha Organics FY26 numbers looking strong 👀

Revenue almost doubled to ₹51 Cr vs ₹26.29 Cr YoY
PAT grows to ₹8.05 Cr vs ₹7.33 Cr
Strong H2 momentum with sharp topline expansion.

[MIT Engineers @MitEngineers]

ROX Hi-Tech FY26 numbers look stable despite weak market sentiment.

Revenue growth from ₹186 Cr → ₹210 Cr while PAT came at ₹17.6 Cr.
Market cap is only around ₹83 Cr and stock trades near ~5 PE. Difficult to understand such low valuation market is assigning .any answer?

[MIT Engineers @MitEngineers]

Wipro expands partnership with ServiceNow to embed Agentic AI workflows across core enterprise functions using Wipro Intelligence™.

ADR up 13% — market clearly liking the direction. Good signal for buyback participants as sentiment + business momentum both turning positive.

[MIT Engineers @MitEngineers]

Circular economy theme seems to be working well 👍

EPW, Rocking Deals, Namo E-Waste delivered good numbers and in some cases even strong guidance. Market is clearly rewarding companies linked to recycling, sustainability & resource efficiency themes.

No recommendation.

[MIT Engineers @MitEngineers]

Many HNIs now tie up with AIF funds , or invest in AIFs indirectly- just to secure SME IPO allotment under the QIB quota.

SEBI removed proportionate allotment in HNI category, but ground reality hasn’t changed much.
Only difference: commission income shifted to AIF managers.

[MIT Engineers @MitEngineers]

Sahara Electronic Solutions FY26 numbers look strong at first glance 👀

Revenue jumps to ₹138 Cr vs ₹96 Cr YoY
PAT turns around to ₹12.1 Cr from loss last year
EPS at ₹5.68 vs ₹1.28

[MIT Engineers @MitEngineers]

EPW India FY26 results:

Revenue jumps from ₹51.9 Cr to ₹102 Cr
PAT rises from ₹4 Cr to ₹10 Cr
EPS improves from ₹4.93 to ₹11.11

Margins remain healthy despite sharp scale-up.

[MIT Engineers @MitEngineers]

TEAMTECH - after strong listing gains and heavy day-1 volumes, normally I observe selling pressure on day-2 as listing players exit. Good sign here is that stock is holding stable even on second day.

No recommendation — just market observation and learning together