GhostOfSME

Companies with market cap more than 50cr and PE ratio than 50 are tracked to remove the noise

[GhostOfSME @SMDataExtractor]

@SureshKBN Sir do check out Anondita

Fixed assets even more than Cupid

Trading at 1/3 cheap valuations than Cupid

Huge rerating is possible here

Concall on 27 may

[The Red Herring Reporter @RHReporter]

Licious K delicious valuations dekh kar #Zappfresh mai paise lagaya?

DSM Fresh Foods investors will get Unfresh…

#Unfresh
#DSMFreshFoods
#ZappFresh
@RajStockWatch

[Nilesh Kurhade @nileshkurhade]

📌 L. T. Elevator Limited informed the exchange that its Board of Directors, at its meeting held on 9th January, 2026, approved the execution of a binding Term Sheet proposed to be entered into between L. T. Elevator Limited and Ricardo Elevators Private Limited for the proposed strategic and commercial arrangement. The Company also announced via a press release dated 9th January 2025, the Board's approval for the merger of Ricardo Elevators Private Limited into the Company, with Ricardo already generating order inflows of ₹6 crore per month with a 3-6 month delivery cycle. Mr. Neeraj Hemnani will continue with the organization and will head the Home Elevator Division. #SME #LTELEVATOR 🤝📈

[GhostOfSME @SMDataExtractor]

@amurfalcon1 https://t.co/FBEHO2es1j

[Shubham Gupta @nimxor1]

#dsmfresh #zapp #zappfresh

Anchor unlock in next 10 days

No buy sell reco

[GhostOfSME @SMDataExtractor]

#exato flippers out 👀

[Shubham Gupta @nimxor1]

📊 BSE SME Bulk Deals
📅 17 Dec 2025

▶️ CHOTHANI FOODS LIMITED
🔴 SOMANI STOCK BROKING PVT
S | 112,500 @ ₹19.39 (₹0.22 Cr)

▶️ DHYAANI TRADEVENTTURES LIMITED
🟢 POONAM SINGH
B | 100,800 @ ₹10.48 (₹0.11 Cr)

▶️ EXATO TECHNOLOGIES LIMITED
🔴 PACE STOCK BROKING SERVIC
S | 482,000 @ ₹412.45 (₹19.88 Cr)
🟢 AAKASH PAL
B | 75,000 @ ₹412.45 (₹3.09 Cr)

▶️ FABINO ENTERPRISES LIMITED
🟢 VISHAL MAHESH WAGHELA
B | 12,000 @ ₹25.92 (₹0.03 Cr)
🔴 AKSHAY KOTHARI
S | 12,000 @ ₹25.92 (₹0.03 Cr)

▶️ Global Longlife Hospital and R
🔴 SHIV SHAKTI TRADING COMPA
S | 15,000 @ ₹21.65 (₹0.03 Cr)
🔴 SUCHETA DHRUVKUMAR JANI
S | 62,000 @ ₹21.65 (₹0.13 Cr)
🟢 SHIV SHAKTI TRADING COMPA
B | 53,000 @ ₹21.60 (₹0.11 Cr)

▶️ Jay Kailash Namkeen Limited
🔴 NEEL NARENDRABHAI PUJARA
S | 51,200 @ ₹21.91 (₹0.11 Cr)

▶️ K K SILK MILLS LIMITED
🔴 RCSPL SHARE BROKING PRIVA
S | 132,000 @ ₹17.28 (₹0.23 Cr)

▶️ K. V. TOYS INDIA LIMITED
🟢 MANSI SHARE AND STOCK BRO
B | 64,800 @ ₹303.25 (₹1.97 Cr)
🟢 LIYAQUATHALI CHAPPANGA TH
B | 31,800 @ ₹303.25 (₹0.96 Cr)
🔴 NEO APEX VENTURE LLP
S | 141,600 @ ₹303.26 (₹4.29 Cr)

▶️ MAFIA TRENDS LIMITED
🔴 ANITABEN PANJVANI
S | 28,000 @ ₹9.21 (₹0.03 Cr)

▶️ MAHAMAYA LIFESCIENCES LIMITED
🔴 MANSI SHARE AND STOCK BRO
S | 274,800 @ ₹173.69 (₹4.77 Cr)

▶️ Omnipotent Industries Limited
🔴 SUMANTEKRIWAL
S | 40,000 @ ₹5.09 (₹0.02 Cr)

▶️ Pearl Green Clubs and Resorts
🟢 PIYUSH SUBODH BANSAL
B | 14,400 @ ₹145.00 (₹0.21 Cr)

▶️ Ravelcare Limited
🔴 MANSI SHARE AND STOCK BRO
S | 44,000 @ ₹138.86 (₹0.61 Cr)
🟢 SHUBHAM GUPTA
B | 40,000 @ ₹138.80 (₹0.56 Cr)

▶️ Sancode Technologies Limited
🔴 COSMOS PRIME PROJECTS LIM
S | 57,000 @ ₹142.10 (₹0.81 Cr)
🟢 WIINANCE FINANCIAL SERVIC
B | 37,500 @ ₹142.10 (₹0.53 Cr)

▶️ Shipwaves Online Limited
🟢 PUSHPA BHAJU
B | 920,000 @ ₹12.00 (₹1.10 Cr)

▶️ SSMD AGROTECH INDIA LIMITED
🟢 KAMAL RENU CREDIT & INVES
B | 46,000 @ ₹55.83 (₹0.26 Cr)

▶️ Transpact Enterprises Limited
🔴 VIVEK GOUR BROOME
S | 9,000 @ ₹120.01 (₹0.11 Cr)
🟢 NIRALI VIJAYBHAI SHAH
B | 2,500 @ ₹120.00 (₹0.03 Cr)
🟢 ALTIZEN VENTURES LLP
B | 4,500 @ ₹119.95 (₹0.05 Cr)

▶️ UNISEM AGRITECH LIMITED
🟢 SAURABH K MITTAL
B | 150,000 @ ₹65.00 (₹0.97 Cr)
🟢 AANJAY AGELESS AIF FUND
B | 68,000 @ ₹63.50 (₹0.43 Cr)

[Shubham Gupta @nimxor1]

📊 NSE SME Bulk Deals
📅 17 Dec 2025

▶️ CEDAAR TEXTILE LIMITED
🔴 INDIAN INFOTECH AND SOFTW
SELL | 114,000 @ ₹91.00 (₹1.04 Cr)

▶️ FLYWINGS SIMULAT T C LTD
🔴 GRETEX SHARE BROKING LIMI
SELL | 600 @ ₹214.40 (₹0.01 Cr)
🟢 GRETEX SHARE BROKING LIMI
BUY | 235,800 @ ₹218.50 (₹5.15 Cr)
🟢 INDIAN INFOTECH AND SOFTW
BUY | 162,600 @ ₹222.62 (₹3.62 Cr)
🟢 NEO APEX VENTURE LLP
BUY | 73,200 @ ₹214.56 (₹1.57 Cr)
🔴 SAROJDEVI P GUPTA
SELL | 130,800 @ ₹214.40 (₹2.80 Cr)

▶️ PARTY CRUISERS LIMITED
🟢 NALIN RAMANIKLAL SHAH (HU
BUY | 84,000 @ ₹82.00 (₹0.69 Cr)
🟢 TRUSHALI VAIBHAV SHAH
BUY | 4,000 @ ₹83.78 (₹0.03 Cr)
🔴 TRUSHALI VAIBHAV SHAH
SELL | 107,000 @ ₹82.00 (₹0.88 Cr)

▶️ SHUBHLAXMI JEWEL ART LTD
🔴 LATANISH (HUF) .
SELL | 60,000 @ ₹35.97 (₹0.22 Cr)

▶️ VOLER CAR LIMITED
🟢 GIRIJADHAVA VYAPAAR PRIVA
BUY | 78,400 @ ₹199.68 (₹1.57 Cr)

[Shubham Gupta @nimxor1]

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📅 WEEKLY ALERTS (Saturday)

🔓 Pre-IPO Unlock (1-Year Lock-in)
├ SME IPOs: 3:00 PM
├ Mainboard IPOs: 3:02 PM
└ Alerts for unlocks in next 30 days

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├ SME IPOs: 3:15 PM
├ Mainboard IPOs: 3:17 PM
└ Alerts for unlocks in next 15 days

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├ SME IPOs: 3:30 PM
├ Mainboard IPOs: 3:32 PM
└ Alerts for unlocks in next 10 days

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Lock-in expiry dates often see increased selling pressure as early investors exit positions. Get notified before it happens!

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#marketview #sme #mainboard

[STR @sachprat07]

#SME #Sacheerome

Sacheerome H1 FY26 Concall Highlights:

👉FY 2026 & Future Outlook :
▫️H2 FY26 expected to be as good as the first half or even little better
💠No downside risk highlighted even when new plant comes on stream

▫️Stated current EBITDA and PAT margin are sustainable going forward due to:
💠Operating leverage & cost control
💠Better product mix (higher proportion of high-margin products)
💠Strong pricing power / value-added offerings

👉Projects and pipeline:
▫️Current Capacity: Existing Delhi plant: 7.6 lakh kg/annum → running at 95–100%+ utilization (over-utilizing through operational efficiency gains)
💠Already capacity constrained → turning down some business / customers pushing for expansion

▫️New Facility: Total project cost: ₹184.16 Cr
💠Amount spent till H1 FY26: ₹53.64 Cr (₹7.07 Cr from IPO + ₹46.57 Cr internal accruals)
💠Civil work near completion, MEP progressing fast, machinery arriving on schedule
💠Commercial production start: Q4 FY26 (Mar-26 quarter)
💠New capacity addition: 20 lakh kg → Total group capacity post expansion = 27.5 lakh kg (3.6× current)
💠Separate towers for fragrance and flavour + advanced R&D centre, application lab, consumer evaluation centre, perfumery training centre

▫️Growth drivers already visible: Organic volume; growth from existing customers
💠New customer additions
💠New product wins with existing customers
💠Export growth (both existing Indian FMCG clients exporting more + direct export wins)
💠Flavour segment ramp-up (currenIPO proceeds deployed; 51Cr unutilized). Expected to add 2.5-3x revenue capacity (~500-700 Cr total potential across facilities)

👉 Others :
▫️Flavours currently only ~₹1.5–2 Cr in H1 (fragrance dominates at ~₹75 Cr) but dedicated flavour tower + innovation focus → flavour contribution expected to rise meaningfully from FY27

▫️Realization/kg has improved significantly → richer product mix, premiumisation trend in Indian FMCG

▫️Working capital days improved dramatically from ~45 to ~23 days

▫️R&D strength highlighted (54 specialists, unique technology platforms)

▫️Zero debt on books except the sanctioned term loan for new facility (~₹60 Cr available, will be drawn as needed)

[Shubham Gupta @nimxor1]

Nifty very near all time high as predicted 🫡

#nifty #sme

[RajStockWatch @RajStockWatch]

STAR IMAGING AND PATH LAB RESULTS. H1 FY26 SME RESULTS. Rs. 148 was at 16 p/e. Now 13x 👍

Based on comment have deleted the Note which was at this point, to review further. If anything to be added will add in thread later. 👍

H1 FY26 Vs.H2 FY25
REV: 46 Cr Vs 41Cr 👍
PAT: 10Cr Vs 9.7Cr 👍

TTM Vs FY25
REV: 87Cr Vs 84Cr 👍
PAT: 19.7Cr Vs 16Cr 👍
#RESULTS H1 FY 2026

[GhostOfSME @SMDataExtractor]

@RajStockWatch It should be thumps down in PAT of TTM vs FY25

[Shubham Gupta @nimxor1]

🔵 ESM UPDATES - BSE
━━━━━━━━━━━━━━━━━━━━

📊 Total Updates: 29

🔴 New ESM Entries (4)
• S. V. J. ENTERPRISES Ltd
https://t.co/KC0BO1mXCh
• Libord Finance Ltd
https://t.co/k0cPijrgxI
• Contil India Ltd
https://t.co/uePjPHey0c
• Commercial Syn Bags Ltd
https://t.co/zszlnCzTVF

🟠 ESM1 → ESM2 Entries (1)
• RR Financial Consultants Ltd
https://t.co/JUS599m8lP

🟢 ESM2 → ESM1 (10)
• Viji Finance Ltd
https://t.co/DDPDMFY5bQ
• Vaishno Cement Company Ltd
https://t.co/Zcx8txFFYI
• South Asian Enterprises Ltd
https://t.co/zgFp3YM46d
• Sampre Nutritions Ltd
https://t.co/e4A7VNxvAF
• Iconik Sports And Events Ltd
https://t.co/SEaYTersSP
• Nutricircle Ltd
https://t.co/n6H9pwS1mz
• Jetmall Spices and Masala Ltd
https://t.co/WtXUS5nd9s
• Fynx Capital Ltd
https://t.co/Q7khiPaWXB
• B-Right Realestate Ltd
https://t.co/xBHLWykqF1
• Auto Pins (India) Ltd
https://t.co/KIXoiEBnPV

✅ ESM Exits (14)
• Sanblue Corporation Ltd
https://t.co/F5zVv1RxBe
• Sainik Finance & Industries Ltd
https://t.co/IPtlsHu5Dr
• Rap Corp Ltd~
https://t.co/EZcPGM7tSv
• Nectar Lifesciences Ltd
https://t.co/e3PRO6ybSo
• Rainbow Foundations Ltd~
https://t.co/Mtu8mMuKGO
• Ortin Global Ltd
https://t.co/YzsQmigqzd
• Miven Machine Tools Ltd
https://t.co/Mewl6A66L3
• Navkar Urbanstructure Ltd
https://t.co/cOrm4E3pIA
• Kizi Apparels Ltd
https://t.co/CaEDzxLHTM
• Innovana Thinklabs Ltd
https://t.co/A3DLTfx2XV
• Inducto Steel Ltd
https://t.co/lAGhgtDsgG
• Elegant Floriculture & Agrotech ...
https://t.co/MzJZIVo0nl
• GG Automotive Gears Ltd
https://t.co/3t6Ry4IfkD
• Amalgamated Electricity Company Ltd
https://t.co/8VFGBu3dc4

━━━━━━━━━━━━━━━━━━━━
⚠️ ESM stocks face additional monitoring and trading restrictions.

#ESM #BSE #StockMarket #Trading

Get real-time updates: https://t.co/uiGyqcT0S6

[Shubham Gupta @nimxor1]

🔴 ESM UPDATES - NSE
━━━━━━━━━━━━━━━━━━━━

📊 Total Updates: 13

🔴 New ESM Entries (5)
• Sunlite Recycling Industries Lim...
https://t.co/tpaK49NO0D
• Silly Monks Entertainment Limited
https://t.co/eYSvVym7pn
• Fonebox Retail Limited
https://t.co/RkPUdwG6ej
• E Factor Experiences Limited
https://t.co/SItWs4SjFd
• Commercial Syn Bags Limited
https://t.co/ciX0Yfznt3

🟢 ESM2 → ESM1 (1)
• Viji Finance Limited
https://t.co/H2TBlfh0wn

✅ ESM Exits (7)
• United Polyfab Gujarat Limited
https://t.co/0wNm44DYES
• Osel Devices Limited
https://t.co/jzHLdtverh
• ORTIN GLOBAL LIMITED
https://t.co/M0LEsJ98xN
• Nectar Lifesciences Limited
https://t.co/bNSKXzvxEn
• Navkar Urbanstructure Limited
https://t.co/wG6T8ov9OH
• Innovana Thinklabs Limited
https://t.co/4tbp1Yl16h
• Agro Phos India Limited
https://t.co/u7LZ1qCKaG

━━━━━━━━━━━━━━━━━━━━
⚠️ ESM stocks face additional monitoring and trading restrictions.

#ESM #NSE #StockMarket #Trading

Get real-time updates: https://t.co/uiGyqcT0S6

[Shubham Gupta @nimxor1]

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[Dr. Jimmy Kagathara @drjimmy2407]

#Bondada

Fabulous set
H1FY26 surpassed H2FY25 🔥

Foraying into BESS, DC & Defence

Orderbook - 5989cr

TTM PE crushed to 30x

FY26 earnings can be >240-250cr bottomline

[Amit Arora 🇮🇳 @GuruShareMarket]

Rajesh Power Services – Arihant Bharat Connect Conference

• Financials: Revenue ₹10,720 Mn (+288% YoY), EBITDA ₹1,340 Mn (3×), PAT ₹870 Mn (+235%). Order book ~₹4,000 Cr + L1. Mix: 72% transmission, 28% distribution.

• Business: Underground cables (up to 220 KV), transmission lines, GIS/AIS substations, O&M for substations/solar plants/distribution. Expanding into IoT/cloud-based smart grid solutions via HKRP (25.48% stake).

• Markets: Strong presence in Gujarat, Maharashtra, Rajasthan, MP; growing into Kerala, Odisha, Karnataka. Key clients include Torrent Power, Gujarat DISCOMs, major corporates (UPL, IOCL, Saint-Gobain, Coca-Cola).

• Tech Strengths: Executed 12–13k MW MVCC; 2,500+ km 66 KV underground cables; 400+ km 220 KV cables; 150+ AIS substations.

• Growth Drivers: Govt renewable evacuation (Gujarat ₹96,000 Cr/10 yrs for 30 GW), robust RDSS/Robust schemes, smart infra, green hydrogen, IoT grid.

• Guidance: FY26 revenue target ₹6,000–7,000 Cr (next year) with 40% CAGR over 4–5 yrs. H1 FY26 revenue mix ~30–40% transmission; margins sustainable (~12–13% EBITDA).

• Pipeline: Gujarat ~₹5,000 Cr orders; Rajasthan wins expected; execution visibility 18–24 months.

• Risks: Labor shortage, tender delays (6–8 months), state dependency.

[GhostOfSME @SMDataExtractor]

@Ombi1987 That time was even more worst

[GhostOfSME @SMDataExtractor]

@SECTOR_RES0123 Bhai ab toh UC lagega, phle batana tha na.

[Tar ⚡ @itsTarH]

While everyone and their mother is bullish on the BESS theme, here is the reality ⤵️

🔋Most players are following a "set up and rent" model where they build the project & lease it out at a fixed PPA similar to Adani Green or Acme Solar

🔋99% of components are imported from China & India does not yet have a meaningful manufacturing ecosystem (battery capacity ramping up in next ~2 years)

The state of BESS today looks very similar to solar before 2019 with high imports, weak regulation & falling tariffs

Back then PPAs were often cancelled because solar module prices dropped so fast that plants under construction were obsolete before commissioning with price gaps of more than 30 percent

Now the same trend is visible in BESS where battery prices are falling so quickly that by the time construction is complete the contracted PPA tariff is no longer attractive for the buyer

Below is an example of JSW Energy who is already fighting to prevent downward revisions in its PPA tariff

This theme will only become investment worthy when the government creates import restrictions & supports a local ecosystem

Until then BESS is more hype than reality

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

Shree Refrigerations becomes proxy play to Data centres

Management aims to be top 3 players in India’s data center cooling market 🤞🏻

Huge market potential with Government focus on data centers