Finance with Vinamra Agnihotri

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[Finance with Vinamra Agnihotri @VinamraWork]

Follow my insta channel @financewithvinamra

[The_Chartist 📈 @thechartist26]

Skygold, Black Box, Cyient DLM, IOLCP

So far, strong names from my watch list

[Finance with Vinamra Agnihotri @VinamraWork]

@DFinMirror But u r posting these profits daily right?!

[Finance with Vinamra Agnihotri @VinamraWork]

@sjainonline I dont see it as a veey good buy ,there r still better opportunities, would love to know the thesis on this

[Finance with Vinamra Agnihotri @VinamraWork]

@MithunSarkari I bought it today can i hold it for long term?

[Akash Chaudhary @Akash17971]

SHREE REFRIGERATIONS - BHARAT CONNECT CONFERENCE NOTES 🚀🛳️⚓️

▪️ Management maintained ~40% revenue CAGR target for the next 3–5 years.

▪️ FY26 Revenue reached ₹253 Cr, compared with ₹50 Cr in FY23.

▪️ Existing Plant 1 + Plant 2 can support around ₹400 Cr revenue at optimal utilisation.

▪️ At the current growth trajectory, management expects existing capacity to be fully utilised in around 1.5 years, potentially requiring another plant.

▪️ Current Order Book stands at approximately ₹270 Cr, providing strong revenue visibility.

▪️ FY26 order inflow was around ₹208 Cr, while approximately ₹153 Cr of orders were executed.

▪️ Management expects to maintain an Order Book-to-Projected Invoicing ratio of ~1.5–2.0x.

DEFENCE & MARINE OPPORTUNITY 🚢
▪️ Defence marine remains the primary growth opportunity.

▪️ Around ₹1,500–1,600 Cr of government-approved shipbuilding orders are expected to flow down to vendors towards the end of FY28.

▪️ Another similar pool of orders is awaiting government approval, which could create additional vendor opportunities from FY28–FY29.

▪️ Management estimates HVAC&R products can address approximately 1% of ship project value.

▪️ Company holds 60%+ market share in its key naval air-conditioning segment.

▪️ Established registrations, type-tested products and more than a decade of experience with the Indian Navy provide entry barriers.

DATA CENTRE COOLING - NEW GROWTH OPPORTUNITY 🖥️
▪️ Management is in advanced discussions with a few data-centre operators, although no confirmed data-centre order has been received yet.

▪️ Company is targeting chip-cooling systems through its technology collaboration with Smardt, Canada.

▪️ Initial revenue contribution is expected from FY28.

▪️ Data-centre revenue is not included in the current ~40% CAGR guidance, making it an incremental opportunity if commercial orders materialise.

▪️ Management believes the data-centre cooling market can support 10–12+ major players.

▪️ Capturing around 10% market share could provide significant additional growth.

MANUFACTURING & CAPACITY 🏭
▪️ Company now operates 2 plants with a combined manufacturing area of approximately 70,000 sq. ft.

▪️ New facility has significantly enhanced in-house capabilities, including laser cutting, CNC bending, welding and electrical panel manufacturing.

▪️ Increased backward integration should reduce dependence on external suppliers and improve control over quality, inspection and execution.

WORKING CAPITAL IMPROVEMENT 📌
▪️ Working capital cycle improved sharply from
around 570 days to 370 days in FY26.

▪️ Management is targeting 325–330 days in FY27.

▪️ Longer term, the target is approximately 250 days over the next 3–5 years.

KEY THINGS TO TRACK 👀
▪️ ~40% revenue CAGR execution
▪️ ₹270 Cr+ order book execution
▪️ Defence marine order flow
▪️ Capacity utilisation and potential next plant
▪️ Working-capital reduction
▪️ Data-centre cooling commercialisation from FY28
▪️ Market-share retention in naval HVAC&R

Overall, the key story remains Defence + Marine HVAC&R + Capacity Expansion, with Data Centres providing an additional potential growth lever.

Disclaimer: For educational and research purposes only. Not a buy/sell recommendation. DYDD.

[Arpit Agarwal @ArpitAgar_Aurum]

#ARFIN CROSSES ABOVE 100...

BIG MONEY MADE HERE.

[Finance with Vinamra Agnihotri @VinamraWork]

@Stockwallah0123 Pcj

[Harshit Bothra @Breakout_trades]

HUGE LIST OF CIRCUIT LIMIT REVISION 😱

Some key Circuit Filter revisions ✅

Change to 20%

Aegis Logistics
Aeroflex Inds
Avadh Sugar
BlackBox
BluSpring
Fineotex FCL
GEPIL
Genesys
Glasswall
GNG electronic
IZMO ltd
MSTC Ltd
MV Electro
Paras Defence
Silvertouch

Change to 10%

CP Plus
DeeDev
IndoMIM
KRN Heat
QPower
RBA Ltd
SMLmahindra
SudeepPharma

And many more, check out on BSE website!!

[Samir Pradhan @SamirPradhann]

Mainboard Newly IPOs Caught Fire 🔥🔥

[Moneycontrol @moneycontrolcom]

#MarketsWithMC | Stock Market opens in RED 🔻

-Nifty below 22,700, Sensex down 430 pts
-Kanohar Electricals up 10%, Titan down 3%

Track updates:
https://t.co/rUPcFhrDgE

#StockMarket

[Finance with Vinamra Agnihotri @VinamraWork]

@Pavan_07goyal Kanohar

[Darshit Patel @darshitpatel84]

Haldyn Glass

Last Month CEO's Wife bought 61,000 share from open market @ 141

Company Announce capax of Rs 150 Crore. this is 2nd capax in last 3 years...

[Finance with Vinamra Agnihotri @VinamraWork]

@Karthik70195672 Is it a cyclic business?

[STOCK WALLAH 💚 @Stockwallah0123]

Chota bacha 👇

CO. NAME :- PRIORITY JEWELS 🔥

✅MARKET CAP:-412 crore

✅PE :- 23 TIMES

✅PROMOTOR HOLDING:- 70%

✅OPM PERCENTAGE:- 6%

Priority Jewels is primarily a B2B jewellery manufacturer, focused on lightweight, diamond-studded gold and platinum jewellery.

[Finance with Vinamra Agnihotri @VinamraWork]

@Stockwallah0123 Kanohar electrical

[Finance with Vinamra Agnihotri @VinamraWork]

@BaijuBears Kanohar elec

[Finance with Vinamra Agnihotri @VinamraWork]

@SaiVaru48492050 Kanohar electrical

[Finance with Vinamra Agnihotri @VinamraWork]

@Shashank1171 Can we rnter now in optiemus?

[Finance with Vinamra Agnihotri @VinamraWork]

@TheTradeDoctr12 Should i place an amo limit order for 1131 uc price? Because it might get licked it UC today.,how do u deal?