Time & Tide Advisors

SEBI Registered Research Analysts

[Time & Tide Advisors @TimeTideAdv]

The stock is still trading at <16x FY27 PAT with a high margin of safety having 260 cr cash.
Company recently got Saudi FDA approval for specialty oncology therapy Plerixafor.

#Stocks #Smallcaps #Investing #Nifty #Equity #Pharma

[Time & Tide Advisors @TimeTideAdv]

Venus Remedies delivers another solid quarter
Rev +33% YoY; +44% QoQ
PAT +126% YoY; +85% QoQ
The direction of the performance was visible in export data of Q4
3 quarters of consistent EBITDAM expansion due to product mix combined with operational leverage

[Time & Tide Advisors @TimeTideAdv]

It's rare to find a biz with both, MOS & optionality. With #Marelli's restructuring, could it be?

After 8 qtrs of low growth this #autoanc grew at 19% for Q4 & maintained margins when all mfging cos have seen compression.

PE: 20x TTM
S/O Growth: Good
JVs - Firing

#smallcaps

[Time & Tide Advisors @TimeTideAdv]

Why are we so confident on #transmission?

During Q1 of this year, 300GW of #renewableenergy in India was relinquished, even after being produced cause it couldn't reach the place of usage. There is a clear bottleneck, there is a clear trend.

#power #investor #smallcap #cycles

[Time & Tide Advisors @TimeTideAdv]

Sansera delivered 16% YoY growth in topline in FY26, 23% EBITDA growth and 51% PAT growth. A company definitely worth keeping on your track list. (3/3)

#Sansera #Smallcap #Equities #StockMarket #Investing #Aerospace #Nifty

[Time & Tide Advisors @TimeTideAdv]

Strong Q4FY26 numbers from Sansera Eng

ADS revenue at 315 cr (+155% YoY) which is the main story for the company. Guidance of 550-600 cr for FY27.
250 cr capex lined up for ADS to support execution and board approved 10 acres of land acquisition.
Company moving into (1/3)

[Time & Tide Advisors @TimeTideAdv]

higher criticality rotating and engine parts by doing engine blisk machining, likely not done by anyone else in India that is ultra-precision manufacturing of a single-piece turbine disc with integrated blades used in jet engines, requiring complex aerospace-grade machining (2/3)

[Vishal Vardhan @microcp2mltibgr]

Bad result- kambal kutai
Good results- thoda late se kambal kutai
Excellent result-1-2 din baad kambal kutai

Eg: Rishabh Instruments today😅

Not a buy sell recommendation, not holding in pf.

[Time & Tide Advisors @TimeTideAdv]

leveraging its Build-to-Spec defence expertise.
155 mm artillery ammunition remains among the world’s most widely used munitions, with global demand rising amid heightened defence preparedness and geopolitical tensions. #Defence #SigmaAdvanced #Smallcaps #IndiaEquity #Aerospace

[Time & Tide Advisors @TimeTideAdv]

Sigma Advanced Systems is an integrated aerospace & defence manufacturer with operations across India and the UK, and expansion underway in the US.
They make aero-engine and aerostructure components, artillery fuses among other products. (1/3)

[Time & Tide Advisors @TimeTideAdv]

Sigma partners with global OEMs to deliver high-complexity, safety-critical systems.
The Company secured an order worth ₹107 cr from a North American customer for supply of Point Detonating M557 Filled Fuses used in 155 mm artillery shells. The order will be executed (2/3)

[Time & Tide Advisors @TimeTideAdv]

FY27 might be a slower year, but we still expect 20% growth (as per mgmt), followed by a bumper FY28 (50%+).
Demand is massive, the only constraint & is capacity & execution, which will come live soon. (3/3) #energy #transmission #investing #Q4results

[Time & Tide Advisors @TimeTideAdv]

#QualityPower recorded a stellar set exceeding their initial guidance for the year of Rs 800cr and reaching Rs 1000cr in revenues for the year. (181% growth YoY, including new acquisitions and 46% on the standalone nos). (1/3)

[Time & Tide Advisors @TimeTideAdv]

The management posted a great set of Q4 nos given container shortages and logistics issues and are expecting Q1 to be better. The humungous capex (9x in standalone entity) will start contributing by the end of this year. (2/3)

[Time & Tide Advisors @TimeTideAdv]

Capacity expansion:
• 46K MTPA → 54K MTPA by Jun’26
• Phase 3 total capacity to 72K MTPA by Sep’28
Givaudan JV turned profitable in Q4. After reporting ₹55 Cr revenue in FY26, management expects the JV to scale to ~₹130 Cr in FY27. #PriviSpeciality #StockGains #Chemicals

[Time & Tide Advisors @TimeTideAdv]

Privi Speciality delivered a strong Q4FY26 with revenue at ₹722 Cr (+18% YoY, +19% QoQ) despite a subdued macro environment.

Margins are expected to sustain above 20%, supported by operational efficiencies, an improving product mix and incremental capacities. (1/2)

[Time & Tide Advisors @TimeTideAdv]

Q1 results will show the real pain. Is it time to stay away from manufacturing?

[Tijori @Tijori1]

How much has LPG supply actually been affected, first numbers are in

Imports down 52% in March, April will be worse

[Time & Tide Advisors @TimeTideAdv]

Key monitorable will be cash flow from operations (currently weaker due to bulking up on inventories), related party orders and execution (2/2)

[Time & Tide Advisors @TimeTideAdv]

Trading at 13x TTM, #KPEL delivered 57% PAT growth for FY26 and has guided for 40-50% growth for FY27. It has a revenue of Rs 1500cr as on FY26 and an orderbook of Rs 3000cr, with an RoE and RoCE of 35%+ (1/2)

[Time & Tide Advisors @TimeTideAdv]

As noted by @soicfinance many manufacturing businesses are showing inflation in metals and power in their numbers. (Visible in margin contraction - case in point #TARIL)

Is it the time to study some sturdy businesses that might throw up buying opportunities due to temp bad nos?