Renuprasath @Renuprasath10 - Twitter Profile

🍏LIST1. TRACKING MICROCAP SME STOCKS FOR CAPEX COMPLETION. (Only Stocks which have NOT gone up much from IPO price) Some of these stocks could consolidate downwards while capex is in progress, giving opportunity. ⭐️PAJSON AGRO – IPO Price Rs.118, Listed Rs.124. Now Rs.176 at 16p/e Large capacity expansion to ~50,000MTPA (similar to AELEA capacity). Trial run expected in Q4. Fy27 growth expected 20% only. But Fy28 may see big jump. May study recent Concall . Opportunity if price softens further during the wait period. ⭐️MOTHERNUTRI FOODS– IPO Price Rs.117, Listed Rs.118. Now Rs.151 at 16p/e GOOD BUSINESS. Peanut butter B2B + 35% Exports to Europe. Capex was supposed to be completed by Sept 2026. Likely to get delayed since its large Rs.23Cr to be spent on New Unit to double the capacity. Target for Q4 only. Fy28 may see big jump. Opportunity if price softens further during the wait period. ⭐️GALLARD STEEL - IPO Price Rs.150, Listed Rs.223. Now Rs.146 at 15p/e Company supplies Castings to Railways like Neetu Yoshi. Capacity being expanded from 2400MTPA to 6100MTPA with Rs.21Cr IPO funds. Likely to be completed in Q3. Expect some revenue uptick in H2. But significant increase may come in Fy28. Opportunity if price softens further during the wait period. 🫤Capex Going Slow: 🔹Invicta (Was supposed to complete 5 or 6 CT Scanner installations, quickly . May extend till Q4) 🔹RavelCare– (Was supposed to complete by May 2026! as per RHP -p79). Have not been able to even start work as on 31.03.26 as per fund utilization report. This EXPERIMENT may result in “haircut”. Take care! Check Business Review

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