Aim Alpha Investing

Interested in Stock Market, Finance & Investment

This handle is for knowledge sharing, Stock & Company discussed are not Buy & Sell recommendations.

[Aim Alpha Investing @aimalpha100x]

Why BESS EPC companies are not getting good PE

Many are Available between 11 to 16 PE, including SME & Main board companies.

[Aim Alpha Investing @aimalpha100x]

PG electroplast

[RedboxGlobal India @REDBOXINDIA]

DIXON IN FOCUS

GOVT LIKELY TO CLEAR 20+ ELECTRONICS COMPONENTS MANUFACTURING SCHEME APPLICATIONS WORTH OVER ₹2,500 CRORE IN NEXT 10 DAYS: ET NOW

[Aim Alpha Investing @aimalpha100x]

Twinkle Papers Ltd

[Aim Alpha Investing @aimalpha100x]

Management interaction with Twinkle Papers Ltd https://t.co/fEnBo1eJ6h

[Aim Alpha Investing @aimalpha100x]

@investwithpaul Njve. Money making is so easy.

Just find this company and sleep 😴

[Aim Alpha Investing @aimalpha100x]

Management interaction with Twinkle Papers Ltd https://t.co/fEnBo1eJ6h

[Aim Alpha Investing @aimalpha100x]

Management interaction with Twinkle Papers Ltd https://t.co/fEnBo1eJ6h

[Aim Alpha Investing @aimalpha100x]

@JayneshKasliwal Don't go for treking immediately

[Aim Alpha Investing @aimalpha100x]

⚡ *DEVSON CATALYST LIMITED – IPO HIGHLIGHTS* ⚡

🏭 Incorporated in 2004, the Company is an indigenous manufacturer of *Catalysts, Adsorbents & Ceramic Balls* catering to critical Purification, Dehydration, Sulphur Removal, Hydroprocessing & Cracking applications.

🚫 No directly listed *pure-play peer* in the Indian stock market.

📈 *27.87% Revenue CAGR* during FY23–FY25.

💰 *HY1 FY26 Highlights*

* EBITDA Margin: *27.71%*
* PAT Margin: *20.83%*
* ROCE: *31.11%*
* ROE: *27.31%*
* Export Revenue: *42.95%* across *15+ countries*
* Debt-to-Equity: *0.04x*

🏗️ *82% Capacity Expansion* post IPO *(6,205 → 11,293 MTPA).*

⚙️ *Critical input supplier to* Oil & Gas Refineries, Petrochemical Industries, Steel Processing Plants, Fertilizer Plants and other process industries.

🇮🇳 Well Positioned to benefit from Import Substitution, Make in India & Atmanirbhar Bharat.

[Aim Alpha Investing @aimalpha100x]

*Twinkle Papers Limited – IPO Announcement 📢*

*IPO Details*

* Opening: June 29, 2026 | Closing: July 1, 2026
* Price Band: ₹64 - ₹69 per share
* Lot Size: 2,000 Shares
* Issue Size: upto ₹27.52 Cr
* PE Ratio: upto 14-15
* Exchange: BSE SME Platform
* Book Running Lead Manager: Novus Capital Advisors Private Limited

*About the Company:*

* Manufacturer of polymer-based molded packaging products and corrugated boxes with over *30 years of industry experience.*
* Diversified product portfolio comprising *pallets, crates, drums, poly jars, containers, polythene sheets, bags and corrugated boxes.*
* Serves *145+ customers* across industries including *paper, textiles, footwear, healthcare, food & beverage, chemicals and packaging.*
* Manufacturing infrastructure supported by *40+ machines, 60,000 sq. mtr. storage infrastructure, 20,000 pallet storage capacity and 12,000 rack positions.*
* Revenue grew at a *CAGR of 22.46%* during *FY23-FY25* , while *EBITDA* grew at a *CAGR of 32.70%.*
* *FY25 Revenue* stood at *₹8,164.66 Lakhs* , *EBITDA at ₹962.51 Lakhs* and *PAT at ₹346.79 Lakhs* .
* Strong *return ratios with ROE of 17.75%* and *ROCE of 22.83%* in *FY25.*
* IPO proceeds to be utilized towards machinery purchase & installation, debt repayment, working capital requirements and general corporate purposes.

[Aim Alpha Investing @aimalpha100x]

Viviana: Jo PPT main dalta woh achive karta hain

[Aim Alpha Investing @aimalpha100x]

Viviana Presentaton was One most Useful resource since listing. 2 Years Before company come up a detailed PPT about its future plans for 2-3 Years. Which company managed to over achieve every single target.

90% SME create worthless, visionless PPT and Numbers.

Now Company came up another interesting Future Plan (VIVIANA 2.0)

Sharing some Important Ones. Don't Miss

[Aim Alpha Investing @aimalpha100x]

On Sunday (June 21, 2026), 67 ships passed through the Strait of Hormuz over the 24-hour period.

By Saturday (June 20), U.S. Central Command (CENTCOM) reported that 55 merchant ships transited safely, moving over 17 million barrels of oil to global markets.

On Thursday (June 18), 25 verified commercial crossings were recorded.

[Aim Alpha Investing @aimalpha100x]

Anondita Medicare have not submitted its Concall Transcripts to exchange. Rare case.

What's reason?

[Speedy Stox @speedystox]

📊 UMIYA MOBILE LTD - 544464 | 🏷️ General

Management will participate in a live interview on June 23, 2026, at 5:00 PM (IST) on X (formerly Twitter), hosted by @drnstocks. No unpublished price sensitive information will be discussed.

💰 CMP: ₹50.00 (+1.01%)
🏢 MCap: ₹71.1 Cr

🌐Details: https://t.co/69LMZvpa34

⚡️Instant stock alerts on WhatsApp - Try FREE 👉 https://t.co/wUEwoEsiQ2

[Aim Alpha Investing @aimalpha100x]

1000 Cr Janta has 10 Luxury Cars and 10 Villas

Whereas 10 Cr has 1 Cheap car and 1 broken flat

That much difference

[Aim Alpha Investing @aimalpha100x]

Elon Musk is leader of 500 People

Rest 100 Cr 10 Cr 1000Cr just Janta

[Aim Alpha Investing @aimalpha100x]

Strategic Growth Plan
➢ Capacity Expansion Roadmap:
• FY 25-26: Increase in rating capacity up to 7 MVA.
• FY 26-27: Increase in rating capacity up to 20 MVA.

Enhancement of Manufacturing Capabilities:
➢ Upgrading production lines and testing facilities for higher rating capacity.
➢ Adoption of cutting-edge technology to improve efficiency, quality, and scalability.
➢ Integration of smart AI-based sensors to enhance reliability and performance.

[Aim Alpha Investing @aimalpha100x]

Viviana Presentaton was One most Useful resource since listing. 2 Years Before company come up a detailed PPT about its future plans for 2-3 Years. Which company managed to over achieve every single target.

90% SME create worthless, visionless PPT and Numbers.

Now Company came up another interesting Future Plan (VIVIANA 2.0)

Sharing some Important Ones. Don't Miss

[Aim Alpha Investing @aimalpha100x]

VIVIANA 100 Cr. Capex

Greenfield Multi-Variant Power Transformer Unit Capabilities up to 400 kV

10,000 MVA Installed Capacity

[Aim Alpha Investing @aimalpha100x]

Sugs Lloyd Limited 56.57 Cr Order Win | ~32% of full-year revenue. First PSU solar win post-IPO.

India's rooftop solar push just handed a small-cap a significant contract.

Client: North Bihar Power Distribution Co. Ltd (Govt of Bihar)
Order: 56.57 Cr
Scheme: PM Surya Ghar – Muft Bijli Yojana
Capacity: 16 MW rooftop solar
Duration: 10-year contract
Context that matters:

🔵 Company FY26 Revenue: ~₹178 Cr
🔵 This order = ~32% of full-year revenue
🔵 Mcap: ~₹250 Cr | P/E: ~12x
🔵 IPO was just September 2025

PM Surya Ghar targets 1 crore rooftop installations nationally.
NBPDCL covers North Bihar alone — one of many potential circles.

First PSU solar win post-IPO. Order flow is the story to track.

⚠️ Not investment advice. DYOR.

[Aim Alpha Investing @aimalpha100x]

US - Iran Deal will hamper for EV adoption

Cheap Crude is kill EV Sales Growth
& Ethanol mix

No incentive for OMC for marketing Ethanol mixed Petrol