Mahesh Kad

Smallcap, Microcap & SME Investor. Also Invest in IPO & PreIPO | Managing 8 digit portfolio | Software Engineer | Virginia - USA | Mumbaikar | I❤️JNV

[Mahesh Kad @Warren__Munger]

What a day it has been for my portfolio.

Every SME holding is performing very well today ❤️😊

#gargi #bondada #veefin #alkosign

[Sector Research 🩵 @SECTOR_RES0123]

🔥Some SMEs looking good on guidance for FY26 ( >1000cr Marketcap)

Save It For Later 🔖

1. OrianaPower - 2000 - 2500 Cr. topline FY26
2. RajeshPower - 1600 - 1700cr topline
3. Afcom - 80-100% PAT growthE
4. KPGEL - 50-60% topline conservative
5. Aimtron - 280cr topline FY26
6. KrishnaDefence - 30-40% CAGR minimum for next 3yrs
7. AlpexSolar - 100% Topline FY26E
8. AustralianPremium - 75% CAGR next 2yrs
9. INA Insolation - 3000cr topline/350cr bottomline FY26
10. CosmicCRF - Double volume FY26
11. Danish - 50% topline expected
12. Vilas - 65% topline growth
13. ConcordControl - 40% for next 2/3yrs

Which One Do You Have?

Comment 👇 Retweet For Friends

[Nilesh Kurhade @nileshkurhade]

SME Post IPO Unlock Events
Period: 04/04/2026 to 10/04/2026
========

90D Anchor Unlock
========
04/04/2026 MDRC
Unlock: 5.84L shares | Locked from 2026-01-05 | Today
Promoter: 1.10Cr | Public: 40.99L | Total Shares: 1.51Cr

08/04/2026 GTIL
Unlock: 5.12L shares | Locked from 2026-01-10 | 4 days left
Promoter: 99.75L | Public: 36.00L | Total Shares: 1.36Cr

1+ Year Unlock
========
05/04/2026 SHREENATH
Unlock: 32.70L shares | 1 days left

05/04/2026 DESCO
Unlock: 39.37L shares | Locked from 2025-03-19 | 1 days left

06/04/2026 SHREENATH
Unlock: 70.74L shares | 2 days left

08/04/2026 INFONATIVE
Unlock: 63.50L shares | 4 days left

10/04/2026 RETAGGIO
Unlock: 62.53L shares | Locked from 2025-03-25 | 6 days left

10/04/2026 SHRIAHIMSA
Unlock: 74.51L shares | 6 days left

3+ Year Unlock
========
05/04/2026 LABELKRAFT
Unlock: 6.50L shares | Locked from 2023-03-15 | 1 days left

05/04/2026 BRIGHT
Unlock: 29.00L shares | Locked from 2023-03-13 | 1 days left

[Sector Research 🩵 @SECTOR_RES0123]

🔥Some SMEs looking good on guidance for FY26 ( >1000cr Marketcap)

Save It For Later 🔖

1. OrianaPower - 2000 - 2500 Cr. topline FY26
2. RajeshPower - 1600 - 1700cr topline
3. Afcom - 80-100% PAT growthE
4. KPGEL - 50-60% topline conservative
5. Aimtron - 280cr topline FY26
6. KrishnaDefence - 30-40% CAGR minimum for next 3yrs
7. AlpexSolar - 100% Topline FY26E
8. AustralianPremium - 75% CAGR next 2yrs
9. INA Insolation - 3000cr topline/350cr bottomline FY26
10. CosmicCRF - Double volume FY26
11. Danish - 50% topline expected
12. Vilas - 65% topline growth
13. ConcordControl - 40% for next 2/3yrs

Which One Do You Have?

Comment 👇 Retweet For Friends

Disclaimer:- do your due diligence before investing ...I have no course no telegram ...only study purpose study !!

[Samir Pradhan @SamirPradhann]

🔥Some SMEs looking good on guidance for FY26 ( >1000cr Marketcap)

Save It For Later 🔖

1. OrianaPower - 2000 - 2500 Cr. topline FY26
2. RajeshPower - 1600 - 1700cr topline
3. Afcom - 80-100% PAT growthE
4. KPGEL - 50-60% topline conservative
5. Aimtron - 280cr topline FY26
6. KrishnaDefence - 30-40% CAGR minimum for next 3yrs
7. AlpexSolar - 100% Topline FY26E
8. AustralianPremium - 75% CAGR next 2yrs
9. INA Insolation - 3000cr topline/350cr bottomline FY26
10. CosmicCRF - Double volume FY26
11. Danish - 50% topline expected
12. Vilas - 65% topline growth
13. ConcordControl - 40% for next 2/3yrs

Which One Do You Have?

Comment 👇 Retweet For Friends

[GoldForest Investments @Goldforestinves]

Power Demand —> 4x in 10yrs

#AI #DataCenters

[Desco Infratech Ltd @Desco_Infratech]

✨ It’s been a powerful week at Desco leading up to Diwali!

We are delighted to share fresh orders and a new Letter of Intent in the CGD sector, strengthening our footprint across India:

1️⃣ ₹3.09 Cr – Orders from Sabarmati Gas Ltd. & Indraprastha Gas Ltd. (Patan, Radhanpur & Ajmer)
Scope: MDPE Pipeline & Associated Works

2️⃣ ₹2.84 Cr – Order from GAIL Gas Ltd. (Bengaluru)
Scope: New DPNG Connections & LMC

3️⃣ LOI worth ~₹1.20 Cr – Adani Total Gas Ltd. (Jalandhar)
Scope: MDPE & LMC Works
(Details to follow post purchase order)

💡 Each milestone is another step in powering cleaner energy and building sustainable lifelines for India.

#DescoInfratech #Milestone #CGD #CleanEnergy #Growth

[Rajesh Singla @VTGCapital]

Most of the listed jewellery retailers have posted much better numbers than feared once again in this quarter.

Proving many so called analysts / experts / media narratives grossly wrong.

[Anirban Manna @AnirbanManna10]

🎯 Arihant Bharat Connect Conference 2025

A thread 💥 on some interesting companies only👇

⏺️Bookmark for the future.

[Manoj Gupta @manojgupta1979]

🇮🇳💥 India’s 155 mm Artillery Shell Manufacturing Boom 🧵

The 155 mm shell is the backbone of modern artillery warfare. Global conflicts + export demand have triggered a massive capacity build-up in India by PSUs & private players. Here’s why & who’s making them👇
#Defence #155mm #MakeInIndia #Investing

🌍 Why the Boom?
🔸 155 mm shells are standard NATO calibre — used worldwide.
🔸 The Ukraine war exposed a global shortage — NATO alone needs millions annually.
🔸 India has a cost advantage of up to 30–40% vs Western producers.
🔸 Global buyers (incl. Middle East & Europe) are turning to India for high-volume, low-cost supply.
🔸 Indian Army’s modernization + “Atmanirbhar Bharat” push = domestic demand surge.
🔸 Govt has opened missile & munitions manufacturing to private sector, accelerating capacity creation.

🔸 1️⃣ Balu Forge Industries Ltd (📈 #BALUFORGE)
🏭 Automated line for empty 155 mm shell bodies commissioned.
⚙️ Installed capacity ~3.6 lakh shells/yr, among India’s largest private. An upcoming capacity that will go live in the next few months.
✅ Vendor approvals received; commercial supply underway.

🔸 2️⃣ Goodluck Defence (Goodluck India Ltd – #GOODLUCK)
🏭 New defence vertical producing 105 mm to 155 mm M107, ERFB & ERFB-BB shells.
📈 Initial capacity 1.5 lakh shells/yr.
🚀 Expected Trial production in Q3 FY26, then ramp. Strong export ambitions.

🔸 3️⃣ Sunita Tools (#SUNITATOOL)
🇮🇳 Precision tooling player entering defence manufacturing.
📝 LOI for ~2-3 lakh 155 mm M107 empty shells (₹600–800 cr). Sunita Tools' future plans involve expanding its defense manufacturing capabilities to produce filled artillery shells and advanced fuses, complementing its existing contracts for empty shell casings.
📦 Target deliveries ~7,500 shells/month over 12–13 months and ramp up to 2L+ shells by FY 26-27. Trails completed, commercial production to start soon for 1st Plant.
🌍 Primarily export focused — early mover in SME space.

🔸 4️⃣ Nibe Ordnance (#NIBE)
🏭 300+ acre forging campus at Shirdi (Maharashtra).
⚡ Produces forged shell bodies up to 155 mm.
🤝 Partnering Premier Explosives for ammunition JV.
📌 Capacity not disclosed but strategically positioned for scale. An upcoming capacity that will go live in the 2026.

🔸 5️⃣ DPSUs — Munitions India Ltd (MIL) & Yantra India Ltd (YIL)
⚙️ YIL makes empty shell bodies; MIL fills explosives.
🌐 Executing large export orders (incl. Saudi) through FY27.
🔺 Ramping 155 mm shell output for domestic + export markets.

🔸 6️⃣ Solar Group / EEL (Economic Explosives Ltd)
🧨 Explosives & fuzes leader entering 155 mm shell production.
🏗️ Land allotted at MIHAN, Nagpur for a new shell facility.
🚧 Preparations underway — expected to be a significant private player.

🔸 7️⃣ Reliance Defence
🤝 JV with Diehl Defence to make Vulcano 155 mm precision shells in India.
📌 Ratnagiri “Defence City” planned with shell & propellant capacity.
🧭 Early development stage but strategically important.

🔸 8️⃣ Special Blasts Ltd (SBL)
🧨 Expanding explosives capacity to 8,000 MTPA.
📌 Plans to enter 155 mm shell manufacturing within ~2 years.
💡 Could become niche supplier for filled shells.

📈 Why this matters
✅ India is becoming a global production hub for 155 mm shells
✅ Massive export opportunity + domestic modernization
✅ New private players + PSUs = diversified, scalable ecosystem
✅ Investors should watch this sector closely 👀

#Artillery #DefenceStocks #155mm #MakeInIndia #Exports #Investing #IndianDefence #MilitaryProduction #BharatShakti #MSME #Infra #WarEconomy #sunitatools

📌 Disclaimer: This thread is for informational purposes only. Not investment advice. Please DYOR before making any financial decisions.

[Akash Khandal @Sky16akash]

Bondada is gearing up for 2X growth, venturing into new verticals and exploring inorganic expansion opportunities. #Bondada

[Alphawealth Research @AlphaWealth000]

We will be doing a space today at 9:00 PM.

https://t.co/fJ7QgyGFfb

[𝗩𝗲𝗿𝘀𝗮𝘁𝗶𝗹𝗲 𝗦𝘁𝗼𝗰𝗸 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 @vandit_jain1994]

https://t.co/cKmx4r7snM

[Rajesh Singla @VTGCapital]

Oriana Power : Guidance of 2x for FY26, Again 2x for FY27 (Good visibility) and thereafter 70-80% CAGR for coming years could translate into a Rs.3400cr+ PAT in FY30 vs 159cr in FY25. Horizontal diversification looks promising. Current Market Cap is Rs.4874cr.

Assets Recycling Strategy with Generation, Storage and Consumption and occasional fund raise after moving to Mainboard at better valuations.

Delight for long-term investors.

[Mezzanine Equity Pvt Ltd @mezza9_Equity]

Taril is closest peer for atlanta,Margins almost similar

M.cap

Taril - 15k crs
Atlanta - 5.8k crs

MVA Capacity

Taril - 75k MVA by mid CY26
Atlanta - 63k MVA currently

FY25 Sales,PAT

Taril - 2,017, 216
Atlanta - 1,244, 119

FY26E Sales,PAT

Taril - 3,000, 360
Atlanta - 2000, 200

FY25 PE

Taril - 69x
Atlanta - 49x

FY26E PE

Taril - 42x
Atlanta - 29x

Valuation GAP 44%.

#TARIL #Atlanta

[Rajesh Singla @VTGCapital]

Oriana Power : Feedback from the AGM held today - Integrated Growth Strategy revolves around Generation, Storage and Consumption 🚀

🟢 Current Orderbook : Rs.4,500cr (Including L1), Upgraded earlier guidance for BESS from 3.5GWh in FY30 to 20 GWh in FY30

🟢 Revenue guidance : 2x in FY26 and again 2x in FY27, Margins Intact.

- Driven by strengthening market position in open access C&I solar EPC
- Faster-than-expected execution and demand in BESS, already executed majority of its FY26 guidance on BESS.

🎯 Revenue Drivers beyond FY27 includes:
- Solar EPC & Solar IPP (Generation Strategy)
- BESS EPC and IPP Projects (Storage Strategy)
- Green Hydrogen, Green Ammonia, eFuels (Consumption Strategy)
- Data Centre EPC (Consumption Strategy)

🎯 SME to MNC : Seeing very high potential in Alberta for Data Centre and Solar Projects.

🎯 JV with Splitswater to start contributing post FY27
Electrolyer facility postponed by 6 months due to sharp decline in electrolyer prices in China and substantial pipeline of new capacity in China. This has led to adoption of consumption-led growth strategy amid increasing viability of Green Derivatives of Solar Power like Hydrogen, Ammonia, eFuels.

🎯 Management assured that the shareholders will always have earnings' visibility of next two year.

Amazing growth path, forward looking and adaptive business strategy to stay ahead in the game.

#RenewableEnergy

Old guidance given during FY25 results:

[Raghav Wadhwa @raghavwadhwa]

🗼Atlanta Electricals V/s TARIL V/s Danish Power

🗼A new company in the transformer sector

🗼An in-depth comparative analysis of key transformer players

Detailed Comparison🧵👇

[Rahul Arya @RahulArya7]

Atlanta Electricals Ltd :

Single pager for ready reference !!

#atlantaipo #Transformers #AtlantaElectricals

[Harley XVI (finwizz.live) @xvi_harley]

My interaction with Viviana power tech management on their expasion into

BESS, Solar EPC vs
focus on Transmission and Distribution

Their answer
"Transmission and distribution network establishment would be the core business of Viviana Power Tech Limited for at least a decade"

[Desco Infratech Ltd @Desco_Infratech]

🌟 Honoured to have Shri @Tejasvi_Surya, Member of Parliament (Bangalore South), inaugurate our MDPE & Associated Works project for GAIL Gas India in Bengaluru.

His presence gives this milestone even greater significance—marking the start of Desco’s next journey in building safe, seamless and future-ready CGD infrastructure, and spreading awareness for the smooth & sustainable use of natural gas.

Together, let's make sustainable & self reliant India🇮🇳

[Desco Infratech Ltd @Desco_Infratech]

🚨 Growth Momentum Update 🚨
With a market cap of ₹179 Cr., Desco Infratech continues to strengthen its order book with multiple wins this quarter — including projects worth ₹3.96 Cr., ₹4.19 Cr., ₹8.45 Cr., ₹1.30 Cr., and ₹37.9 Lakh, alongside an L1 confirmation for O&M works in Indore & Pithampur with Avantika Gas Ltd.

Building trust, securing growth, and powering India’s infrastructure journey.