GhostOfSME

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

[Shubham Gupta @nimxor1]

Just like I warned 1 year back for VFX and IT sector

Digital marking and Public Relations companies is the another sector which will be impacted due to rise in AI

Now every tom dick harry is making digital content in minutes. Same happened to VFX companies

#value360 one such company, where stock ko upar kiya jayega

there will be collaboration with some big firm, public ko maal chipka ke sab nikal lenge

Do not touch this sector and the companies in this sector.

Even if you see price action of #value360, it clearly signals a news which is about to come. So do not get yourself trapped in such companies

No buy sell recommendation

[Shubham Gupta @nimxor1]

📊 IPO Review: Aegeus Technologies Ltd.
Engineering & Capital Goods | SME | UPCOMING
💰 ₹100–105 per share | Lot: 1200 shares
📅 04 Aug–06 Aug 2026 → Listing 11 Aug 2026

🏢 Business
Aegeus Technologies Limited is an Indian robotics and automation company engaged in designing, manufacturing, and deploying intelligent waterless solar panel cleaning and O&M solutions. Headquartered in Bengaluru, Karnataka, the company operates two integrated manufacturing facilities for the assembly and testing of autonomous and semi-autonomous cleaning robots. Its flagship product portfolio includes the Unicorn Smart, Unicorn R2R, and Shreem cleaning platforms, supported by proprietary IoT platforms like Aegeus Connect. The company serves major solar developers, EPC contractors, and O&M service providers across India and international markets including Saudi Arabia, UAE, and Brazil.

⚡ Moat
Aegeus Technologies possesses a strong technological moat built around its proprietary waterless air-wash solar cleaning technology delivering 99.84% cleaning efficiency (certified by UL Labs). The company holds registered patents across key solar jurisdictions including India, USA, China, Australia, and KSA. Additionally, its vertically integrated hardware and software platforms (Aegeus Connect, Field Connect) combined with a field-tested base of over 10 GW+ panels cleaned globally create significant technical and operational entry barriers.

📦 Revenue Mix (By product and service · FY2026)
Complete Solar O&M (Services): 39.4% ₹16.1Cr
Unicorn Smart (Product): 22.9% ₹9.4Cr
Unicorn Spares (Product): 17.8% ₹7.3Cr
Unicorn R2R (Product): 14.1% ₹5.8Cr
Module Cleaning as a Service - MCaaS (Services): 4.5% ₹1.9Cr
Annual Maintenance Contracts - AMC (Services): 0.7% ₹0.3Cr
Shreem (Product): 0.5% ₹0.2Cr

📒 Order Book
Not explicitly disclosed as a single total order book figure in the RHP, though key executed/ongoing orders cited include a ₹16.28 Cr O&M contract with Alfanar in Saudi Arabia and a ₹3.95 Cr order from Serentica.

🏭 Capacity & Capex
Current: Unicorn R2R: 780 units/year; Unicorn Smart: 4,290 units/year; Shreem: 78 units/year
Utilisation (FY2026): 26.7%
Post-Expansion: Approximately double the existing capacity for Unicorn product line with a new G+2 facility of 27,000 sq. ft.
Capex Outlay: ₹5.7 Cr
Completion: December 2027
Note: Purchase of 10,000 sq ft land contiguous to existing facility at Harapanahalli Village, Bengaluru, and civil construction of 27,000 sq ft built-up area.

📈 Company Financials (₹ Cr)
────────────────────────────────
Metric | 31 Mar 2026 | 31 Mar 2025 | 31 Mar 2024
────────────────────────────────
Revenue (₹Cr) | 41.2 | 21.9 | 15.3
EBITDA (₹Cr) | 6.5 | 3.1 | 1.7
EBITDA% | 15.7% | 14.3% | 10.9%
PAT (₹Cr) | 4.0 | 1.4 | 0.9
PAT% | 9.8% | 6.3% | 6.1%
Net Worth | 15.4 | 11.4 | 5.8
Borrowings | 11.9 | 4.1 | 4.2
Assets | 39.4 | 22.1 | 13.6
────────────────────────────────

📋 Top 15 RHP Points
1. Incorporated in April 2017 as Aegeus Technologies Private Limited and converted into a public limited company in August 2024.
2. Engaged in providing automated waterless robotic solar panel cleaning systems and integrated O&M services with an installed base exceeding 10 GW+.
3. Offers flagship products: Unicorn Smart (fully autonomous waterless cleaning), Unicorn R2R (semi-autonomous), and Shreem (rooftop solar cleaning).
4. Operates two leased manufacturing facilities in Harapanahalli Village, Anekal, Bengaluru, spanning 10,000 sq. ft. and 5,000 sq. ft.
5. Initial Public Offering consists of a Fresh Issue of up to 22,58,400 Equity Shares of face value ₹10 each.
6. Pre-issue promoter shareholding is 64.75%, which will dilute to 47.29% post-IPO.
7. Consolidated revenue from operations grew by 87.01% YoY to ₹4,093.69 Lakhs in FY26 from ₹2,189.01 Lakhs in FY25 and ₹1,527.39 Lakhs in FY24.
8. Restated Profit After Tax (PAT) expanded significantly by 188.66% YoY to ₹401.77 Lakhs in FY26 compared to ₹139.18 Lakhs in FY25.
9. EBITDA margin improved consistently from 10.84% in FY24 to 14.28% in FY25 and 15.82% in FY26.
10. High customer concentration risk: Top 1, Top 5, and Top 10 customers contributed 39.37%, 83.40%, and 91.26% of operational revenue in FY26, respectively.
11. Export sales surged to 40.58% (₹1,661.24 Lakhs) of total revenue in FY26, driven by O&M execution in Saudi Arabia.
12. Net proceeds from the fresh issue will be utilized for product development (₹286.14 Lakhs), setting up a new manufacturing facility via land purchase and civil works (₹574.00 Lakhs), and funding working capital (₹800.00 Lakhs).
13. Holds registered patents in India, Australia, China, Kingdom of Saudi Arabia, and the United States for automated solar panel cleaning systems.
14. Total outstanding debt stood at ₹1,192.57 Lakhs as of March 31, 2026, with a debt-to-equity ratio of 0.77x.
15. Recorded negative cash flows from operating activities of ₹(151.13) Lakhs in FY26 and ₹(70.16) Lakhs in FY24 due to working capital expansion and receivables.

👥 Pre-IPO Investors (Adj. for Bonus/Split)
────────────────────────────────
Investor | Adj ₹ | Date
────────────────────────────────
Atim Kabra | 32.28 | 2021-03-18
JM Global Equities Privat... | 71.00 | 2024-10-21
Jasmeet Walia | 71.00 | 2024-10-10
Mukesh Kumar Chhaganlal | 32.28 | 2021-03-26
────────────────────────────────
Bonus/Split history: 2024-09-23 bonus 350:1

💼 Use of Proceeds
───────────────────────────────��
Purpose | ₹ Cr | %
────────────────────────────────
Investment in Product Development | 2.9 | 17.2%
Funding Capital Expenditure towards Setting up of Manufacturing Facility through Purchase of Land and Civil Works | 5.7 | 34.6%
Working Capital to fund business growth | 8.0 | 48.2%
General Corporate Purposes | — | —
────────────────────────────────

🏦 Peer Comparison
────────────────────────────────
Aegeus Technologies Limited
P/E 21.9 · P/B 4.2 · RoNW 29.9% · EPS ₹4.80 · Rev ₹41Cr · EBITDA 15.8% · PAT 9.8% · D/E 0.77x
────────────────────────────────

⚠️ Red Flags
• High Customer Concentration: Top customer contributed 39.37% and Top 5 customers accounted for 83.40% of FY26 revenue from operations (Risk Factor 1, page 23).
• High Supplier Concentration: Top 10 raw material suppliers accounted for 67.19% of total purchases in FY26 (Risk Factor 8, page 26).
• Negative Operating Cash Flows: Recorded negative cash flows from operating activities of ₹(151.13) Lakhs in FY26 and ₹(70.16) Lakhs in FY24 due to working capital intensity and trade receivables expansion (Risk Factor 14, page 31).
• Past Statutory Delay Non-Compliances: The company experienced delayed filings under the Companies Act, 2013 and FEMA regulations, attracting RBI compounding penalties (Risk Factor 20, page 34).
• Low Capacity Utilization: Current primary product line (Unicorn Smart) operated at only 26.67% capacity utilization in FY26 (Risk Factor 9, page 27).
• Leased Premises: Registered office and manufacturing units operate on leased premises subject to renewal terms (Risk Factor 13, page 30).

🏁 Final Verdict
✅ Applying — Long Term
Aegeus Technologies offers a pure-play entry into the solar robotics and automated O&M sector, backed by global patents and superior return metrics. While customer concentration and working capital drag are key operational risks, the post-IPO valuation of 21.88x FY26 P/E is attractive relative to its 87% YoY growth rate.

────────────────────────────────────────
⚠️ Not a buy/sell recommendation. Please consult a SEBI-registered financial advisor before investing.

#AegeusIPO #IPO #StockMarket #IndianIPO

[Swapnil Kommawar @KommawarSwapnil]

AI is booming, but something interesting is happening behind the scenes.

The cost of renting powerful AI GPUs has shot up rapidly.

H200 rental price alone jumped 214% in this dataset.

Why are GPU prices rising so fast?

And how is an Indian-listed company benefiting from this boom?

A 🧵on the GPU boom:

[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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[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