Ambuj Shukla

An ardent believer in Bharat growth story, passionate about seeking, life long learner

[Ambuj Shukla @aammanas]

Stellar performance #TRL #megatrend
ORDER BOOK - 160 cr
FY 24 revenue Projection - 8 to 10X of Fy23

[Ambuj Shukla @aammanas]

@valueablegem 🙏

[Ambuj Shukla @aammanas]

@BarbaraOneillAU Happy birthday Barbara !!

[Harsh Goenka @hvgoenka]

A good lesson

[Aditya Todmal @AdityaTodmal]

1/ No magic below key moving averages.

When indices trade below the 50-day moving average, explosive moves are rare.

Stay cautious, wait for strength, and don’t waste energy fighting the trend.

[kumar saurabh @suru27]

Times change, playbook remains same. Data and learning from history of data always helps. Have forgotten the count how many times I used these data driven insights/charts/stats to convey the message on twitter/SIMBA/YouTube/weekly PRACTITIONER sessions/workshop. Repeating in a playbook style.

% of companies > 200D EMA

A bull market needs to be above 50%

[Ambuj Shukla @aammanas]

@dharamjigor

[ASSOCHAM @ASSOCHAM4India]

📢 Call for Applications!
#ASSOCHAM invites applications for the National Water Awards 2025 to celebrate excellence in #WaterResourceManagement.

Whether you represent an industry, utility, startup, municipality, building and township, institution or MSME, this is your opportunity to showcase your projects, innovations, and impactful CSR-driven water initiatives.

Register here 🔗 https://t.co/EAS8ShGT0a

#SustainabilityChampions #InnovationInWater #CSRImpact #NationalWaterAwards #WaterForTheFuture

[Tanmay 🇮🇳 @Tanmay_31_]

Rajesh Power SME IPO Closing Today

Applying 👍

A Good Sized Company In The Transmission And EHV Cables Segment

FY24
Revenue : 295 Cr
PAT : 26 Cr

H1 FY25
Revenue : 318 Cr
PAT : 27.7 Cr

Orderbook : 2,358 Cr
(Very Good Revenue Visibility As Execution is Expected in 2-3 Yrs)

Company Asking For 603 Cr M.cap

This Is 25× FY24 And
10-11× FY25 TTM Basis

Seems Cheap !

Also Doing Capex Of 18 Cr For Cable Fault Locating Equipment And Setting Up A 1.3MW Solar Plant And Small Part For R&D in Green Hydrogen Segment (Not Sure What Work They're Exploring in Green Hydrogen)

One More Interesting Thing is, It Has Invested in HKRP Innovations Limited Which Provides IT Solutions For Power Sector Like
▪︎ Smart Feeder Management
▪︎ Virtual Feeder Segregation
▪︎ Solar Energy Data Management

This Company Recorded 131 Cr Topline And 25 Cr PAT In FY24 And Rajesh Power Owns 26% In It

BTW HKRP Innovations Can Be Compared With Trident Techlabs which Trades At 200× PE

So If I Give this Company A PE Of 30×,
The Stake Value Comes At 200 Cr

Rajesh Power Has Solid Clientele Like GETCO,
Reliance Industries,
Adani Renewables, Hindustan Coca Cola, Grindwell Nortan, IFFCO, Torrent Power Etc.

Personally Took The Ground Report, Good Very Good Feedback Regarding Execution And Future Order Pipeline

Yes, Concerns On OFS And Use Of Proceeds (Listing Expenses + GCP Combinely 38 Cr Which Is High) And Sudden Rise In Margins (Whole Sector Has Witnessed That And Should Sustain Ideally)

Hence A Mainboard Level Company Coming At A Attractive Valuation

I Will Surely Explore This Company Post Listing Especially If Doesn't List Well

[Ambuj Shukla @aammanas]

@suru27 Congratulations Saurabh 🎉🎊

[Ambuj Shukla @aammanas]

@amitabhvatsya Protean

[Ambuj Shukla @aammanas]

@xvi_harley Really appreciate your efforts… keep it up 👍

[Harsh Goenka @hvgoenka]

The world needs just a little more understanding…..

[Abhishek Murarka 💹🐂 @abhymurarka]

The market will lure you with price momentum, but you can be on the safe side by checking business momentum. And please look beyond Sales and profit which can easily be inflated. Check this:

1. 3 and 5 year Operating cash flow (OCF) trend. If there's low cash flow, it's possible business has working capital issues. And a lot more creative accounting.

2. Open Annual report and check who are the Bankers. If you only see PSU Bank/s, it's a risk sign vs seeing Tier 1 Private Banks.

3. Check Fixed Asset Turnover (FY24 Sales/ Avg Fixed Assets) to know Business efficiency and compare it with Top 3 players in the industry. If it's very low, its inherent ROE generation is weak. If it's abnormally high, it may just be a trading business.

4. Check shareholding pattern. Are there at least 2 good quality investors holding/ increasing. Are promoters selling? Promoters may be selling even if promoter block looks constant. Also check who's selling under "Public category". Often times these are related parties.

5. Capex - Is the management sticking with capex timelines? Is the money even there or being taken out. And I believe, this one is happening in many "hot" small and micro stocks.

[Ambuj Shukla @aammanas]

@valueablegem 🙏

[Pankaj Tibrewal @pankajtibre]

India's industrial sector (construction & machinery) has almost touched more than USD 425b in market cap, surpassing Germany's and Koreas, but India's aggregate sales and EBDITA are just one third of those countries, though with similar growth profiles.

Total market cap of shipbuilders in India is now 75% of Korean Shipbuilding sector with sales 5% of Korea's

Need to navigate next 12-18months with caution and avoid areas of excessive valuations.

source: Bloomberg.

[Arka Bhattacharjee @niveyshak]

Companies doing waste-water treatment, some unexpected names too 😉

A Thread 🧵

[Ambuj Shukla @aammanas]

There is no technology to treat BBD water to regulatory norms requirements in the world. Trials successfully conducted on TRL RAIN technology. TRL was able to concentrate the general BBD water, BBD Maaza stream, and RO reject, treating it to required quality. #TRL #megatrend

[Gagan Dhillon @neuracap]

‼️ Urgent Help required

My IITD hostelmate, Manish Bansal , living at A- 103, Antriksh Greens F7 Sector 50 Noida has been missing since yesterday. Missing person complaint has been lodged with police.

As per information available, he took a metro, got down near Okhla station dropped his mobile phone also there and left somewhere. He has not been doing well for last few days. Parents r very worried.

If u all can share within your groups, there may be chance we may get some lead. Kindly do. We have recently seen a missing boy of B’lore traced in Hyd’bad mainly thro social media circulation.

Please retweet, assist in sharing widely on social media and WhatsApp so that the probability of finding him increases. 🙏🙏🙏

[Ambuj Shukla @aammanas]

#TRL in process of Majority Stake Acquisition in Reciclar Technologies Pvt. Ltd. & Memtrix Technologies.

After acquisition TRL looks to have a sizeable domestic business and improve its bottom line as it is a margin accretive acquisition.
#megatrend #watertreatment #Multibagger

[Ambuj Shukla @aammanas]

Successful trials of TRL patent RAIN technology for effluent treatment for SABIC Refinery.
#TRL #watertreatment #megatrend

[Ambuj Shukla @aammanas]

@Ombi1987 You are right 👍
Appreciate your attention to details.

[Ambuj Shukla @aammanas]

Taylormade renewables
Promoter buying from open market, though small quantity.
#promoterbuying #TRL #Multibagger