@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
📌 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 🤝📈
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#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)
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
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#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
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
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