Triple Arrow Capital

Tracking 300 SME's to filter the finest 20 high growth investable ideas.
Equity reports: our website:

[Triple Arrow Capital @Triplearrowcap]

Accountability sheet September 2026

We are not the one random naming 100 different companies every day for engagement. We deep dive 300 different businesses to find a few which stands out and back them.

Performance of every company that we have covered on this page till now in last 5 Months. 👇(image)

In september,
-Exited Msafe equipments with 110% gain
-Exited KSH international ltd. with 38% gain
-Exited Sacheerome due to repeated delay in new facility

Entered, (marked in yellow)
-Workmates core2 cloud
-Effwa Infra (25% position) remaining will be adding below 320
-Teamtech formwork solutions ltd.

Visit our website: https://t.co/ya01URXdoB

[Triple Arrow Capital @Triplearrowcap]

We have covered handful of finest micro-cap companies which have become decent winners in last 3 months.

Finding patterns that work in the market and constantly focusing on managing risk has been our strategy.

Here is the detailed equity reports of each company we have covered till now, if you are interested in our approach, you can read over the weekend and decode our pattern.

1. Effwa Infra & research: https://t.co/5chQADu4XA

2. Neetu Yoshi: https://t.co/eD1O8TmT1u

3. Flysbs Aviation ltd: https://t.co/UMJbAlZQKL

4. Shree refrigerations ltd: https://t.co/AZOBSpgmmK

5. Msafe equipments: https://t.co/W4JvBYwQs0

6. Indosmc ltd: https://t.co/pvhy8g1HZ7

7. Sacheerome ltd: https://t.co/GxTFx3Wa1j

8. Yash Highvoltage: https://t.co/NgpPvp4RtM

9. Techd Cybersecurity ltd: https://t.co/3yYRkG0cZI

#sme #investing #multibagger

[Triple Arrow Capital @Triplearrowcap]

@kumar_ashi1482 Big guns investor woah!!

[Triple Arrow Capital @Triplearrowcap]

How many of your pf companies were in green today?

(Let’s find some alpha in falling markets)

Mine:

1. Shree ref up 8%
2. Bai-Kakaji up 3.5%
3. Goel construction Ltd up 0.1%

[Triple Arrow Capital @Triplearrowcap]

@vinayak_kh56506 Anondita showed great strength from -7% to positive and Bai kakaji was in upper circuit whole day

[Triple Arrow Capital @Triplearrowcap]

@Hemaliko974 @boidawonda Leave your email and number in my dm if you have so much conviction, lets debate after result who wins.

[Triple Arrow Capital @Triplearrowcap]

Topped up: Shree Refrigeration today at 320 levels on the backdrop of strong management commentary in Bharat connect conference (Read below)

-Will consolidate between 350 to 300 levels before breaking out on condition of a stronger H1 number.
-H1FY27 will be better than H1FY26 indicated by management

Detailed equity report on #shreerefrigeration :- https://t.co/AZOBSpgmmK

[Triple Arrow Capital @Triplearrowcap]

Bharat connect conference forward looking updates of our coverage companies.

Register link for conference: https://t.co/IGUw0Xzi9o

Company wise notes (database of 300 companies): https://t.co/r3DynlLoGT

1. Shree Refrigeration ltd:
-40% top-line guidance for next 2.5 years, will be needing capex after that.
-Ebitda improvement from 21% to 27% in next 1-2 years on back-drop of Spare parts/services revenue to scale from 7% to 15%-20%
-Working capital days to go down from 370 days in Fy26 to 325 days in Fy27 and eventually below 250 days in 3-5 years
-Order book growing faster than execution. Projecting 1.5x-2x projected invoicing as target.
-Tie up with SmartDTI (canada) for chip cooling, revenue expected post FY28. (not included in 40% guidance)

2. Indo smc ltd
-Fy27 40% growth guidance (45cr-50cr)
-Current order book 150cr-200cr, deliberately not taking longer orders due to raw material price volatality, accepting only monthly orders and adding price variation clause.
-VCB (Vaccum circuit breaker) approval in pipeline by oct 2026 which is a high margin product.
-Investing in 2000 ton additional machine for utility meter boxes, cable trays & grating volumes.
-QIP planned for capex and working capital
-TAM: 1000cr opportunity in next 3 years

3. Neetu Yoshi ltd
-Haridwar plant running at 50% capacity, 100% utilisation by Fy27
-20/25 new applications filed for railway parts, RDSO approval expected 1-2 every month
-Pivot to complete wagon manufacturing target 200/month at peak capacity.
-No equity dilution or debt planned for next 2 yrs.
-100% topline cagr and 350cr by FY28 requires RDSO approval, government spending and execution.

4. Bai-kakaji Polymers ltd.
-1000cr top-line target by Fy29 but guidance for FY27 20%-25%, majority of scaling in FY28
-150cr post IPO capex going on, 50% already complete, funded through 70% debt and 30% equity, full commissioning by Dec'26
-After capex fully operational, expecting 50%-50% contribution from rigid & flexible packaging.
-P&G audit pending for medical-line packaging approval, this product commands Rs. 300/400 premium over standard packaging, can result in accelerating margins.
-Companies complies with EPR rules & does not see no near-term substitute threat to plasting in F&B.

#indosmc #neetuyoshi #baikakajipolymers #shreerefrigeration

[Triple Arrow Capital @Triplearrowcap]

@ShubhWadhwani2 0.67 is not bad at all. You did extremely good then 👍🏻

[Triple Arrow Capital @Triplearrowcap]

@batratarun23 Was in upper circuit almost all day

[Triple Arrow Capital @Triplearrowcap]

@vickySI16020141 Yes Bank woukd have covered losses of other positions but great timing bro

[Triple Arrow Capital @Triplearrowcap]

@singhshatrujit I think you did great 20% not bad

[Triple Arrow Capital @Triplearrowcap]

@SahilDigwa73522 Reading in detail will reply to you tomorrow

[Triple Arrow Capital @Triplearrowcap]

@vinayak_kh56506 Absolute beast of a result. Outperformed every metric

[Triple Arrow Capital @Triplearrowcap]

@Ishan_Narayan_ just a matter of time till quality bounce back again

[Triple Arrow Capital @Triplearrowcap]

@SureshKBN Luckily I had and i added
https://t.co/E4TkwZFney

[Triple Arrow Capital @Triplearrowcap]

Topped up: Shree Refrigeration today at 320 levels on the backdrop of strong management commentary in Bharat connect conference (Read below)

-Will consolidate between 350 to 300 levels before breaking out on condition of a stronger H1 number.
-H1FY27 will be better than H1FY26 indicated by management

Detailed equity report on #shreerefrigeration :- https://t.co/AZOBSpgmmK

[Triple Arrow Capital @Triplearrowcap]

@MarketScientist Heavyweight defence names have run its course for now. Huge order books already priced in valuation

[Triple Arrow Capital @Triplearrowcap]

@investwithyash_ Added more today

[Triple Arrow Capital @Triplearrowcap]

@vickySI16020141 Not at all, Shree holds defence naval grade certificates which is a clear moat and working on much bigger scale

[Triple Arrow Capital @Triplearrowcap]

@bliss_of_self Yes any sustained price below 950 will trigger my buy but as we are close to H1, would wait for results too. But it did touched 950 today

[Triple Arrow Capital @Triplearrowcap]

@Srikanthbobbal1 Prizor not in my list anymore. Valuations have caught up with fundemementals. Risk reward not favourable

[Triple Arrow Capital @Triplearrowcap]

@UmangJa58108115 @MarketScientist Hoping for a recovery this week.

[Triple Arrow Capital @Triplearrowcap]

@Kmanoj72152325 I have Bai-kakaji which is in upper circuit