AMIT KUMAR

Active SME investor.
Founder MSMEx
Founder GrobizFund

[AMIT KUMAR @amitzcom]

I am with you, just wait and watch 😊

[Sandeep Singh @Alchemist1320]

Oriana : again lot of chatter on solar EPC slowdown etc, people totally missing that it’s business model was always designed to insulate from such challenges.

Any solar manufacturing glut helps it. Any BESS material softening helps it.
Lack of market multiple means equity funding is tough for most players but recent ACTIS deal and asset sales makes it a non factor for Oriana.

Disc : it’s my largest allocation and time will judge whether I got it right or Mr Market got it right.

[Sandeep Singh @Alchemist1320]

Oriana : again lot of chatter on solar EPC slowdown etc, people totally missing that it’s business model was always designed to insulate from such challenges.

Any solar manufacturing glut helps it. Any BESS material softening helps it.
Lack of market multiple means equity funding is tough for most players but recent ACTIS deal and asset sales makes it a non factor for Oriana.

Disc : it’s my largest allocation and time will judge whether I got it right or Mr Market got it right.

[AMIT KUMAR @amitzcom]

Indeed, smart move in deal structuring with a Global Private Equity 👌

[Sandeep Singh @Alchemist1320]

Oriana : most people misread weekend announcement and probably misunderstood enormity of.

It’s unlikely an asset sale (performing / non performing distinction is not even in question). Asset sale may happen in future.

It’s equity infusion by ACTIS for 1GW project MOU they signed some time back.

Now is SHA and equity infusion of subsidiary level.

What it does:

* Provides ~ 1000 cr (including 24% by Oriana) equity and say another 3500 cr debt to fund 1GW projects.

* Removes any immediate need for equity dilution at parent level.

* Sets up a benchmark and precedent for Oriana for more such funding for both solar and BESS with global PE firms.

Now demand and funding part is both sorted and pending part is speedy execution.

Believers always talked about Oriana being a special microcaps.

It’s no longer a small company - Citius, Altius, Fortius.

[AMIT KUMAR @amitzcom]

RT @VTGCapital: Oriana Power : Feedback from the AGM held today - Integrated Growth Strategy revolves around Generation, Storage and Consum…

[AMIT KUMAR @amitzcom]

@TrumpUpdateHQ Power = Piece or Peace?
Better comparison side by side.

[IVCA @IndianVCA]

Grobiz SME Opportunity Fund: The newest member of the Indian Venture and Alternate Capital Association (@IndianVCA)

Grobiz SME Opportunity Fund focuses on identifying scalable investment opportunities across pre-IPO, SME IPO, and post-IPO growth stages. With a broad industry approach, the fund targets businesses operating in large, underpenetrated markets that offer significant growth potential and long-term value creation.

The fund emphasises companies that balance strong growth with quality, prioritising sound governance, financial discipline, and sustainable expansion. As a Category III open-ended alternative investment fund, Grobiz maintains the flexibility to invest with a mid- to long-term horizon, aiming to deliver consistent, compounding returns to its investors.

For more information, please visit their website: https://t.co/wtvIFDERpZ

Indian Venture and Alternate Capital Association (@IndianVCA), representing the alternate asset industry, is pleased to welcome Grobiz SME Opportunity Fund on board. Their innovative mindset and sector-agnostic focus will be invaluable assets to the growing momentum of India’s evolving venture capital landscape.

We look forward to a fruitful collaboration and a shared commitment to fostering a dynamic investment ecosystem.

#VentureCapital #IVCA #SMEInvesting #PreIPO #GrowthStage #LongTermValue #AlternativeInvestments

[AMIT KUMAR @amitzcom]

Large funds aren’t ignoring SME IPOs because they see these as bad opportunities. They’re ignoring them because they’re built to chase size, not precision.

They convert 1000 to 2000
While SME funds 1 to 5

We’re here for the precision and long term compounding.

[AMIT KUMAR @amitzcom]

SME IPO ek baar, impact baar-baar, shandaar!

Consider SMEs that got listed by 31-Mar-25 (953 SMEs):
💰 Equity value 3.8 ×
💸 Profit pool 2.0 ×
🚀 Investor gain ~ 4 X
💥 “Bang-for-buck” on IPO money ≈ 15 ×

₹1 of Investor created ₹15 value; as an average in the last 5 years.

[AMIT KUMAR @amitzcom]

@Anand_shah07 This is called Gratitude, and in hot run most investors forget that. Bingo!!

[AMIT KUMAR @amitzcom]

@vishnuagarwal64 @_KiranRajput @vivbajaj @vivekbajaj @amitkumar Thanks and glad you liked it 😊 🙏

[AMIT KUMAR @amitzcom]

@_KiranRajput @vivbajaj Thanks for acknowledgement and words of encouragement 🙏 ❤️

[Learner Vivek Bajaj @vivbajaj]

Face2Face #288 with @amitzcom is now live!

To find out "SME Stocks का Future: Profits, Investors और Growth Opportunities",

https://t.co/7Np4TWmjbU

[Sandeep Singh @Alchemist1320]

One pager notes on currently open IPO : Akar Medical Technologies

[AMIT KUMAR @amitzcom]

@Surya10293847 @CAAshishFinCap @Alchemist1320 GMP can be bought or build artificially :)
If that's your metric then you shouldn't invest 😉

[AMIT KUMAR @amitzcom]

@CAAshishFinCap @Alchemist1320 Correct, not for someone who does not understand SME.

[AMIT KUMAR @amitzcom]

@fortunatewick @Alchemist1320 Also FY26 own products will be 50% and by FY28 75%. Trading is strategy to test the global products in Indian market, what works is developed and launched in-house. It's smart way to grow.

[AMIT KUMAR @amitzcom]

@fortunatewick @Alchemist1320 Exclusive trading rights for Pan India, no other player can supply same product in India without going thru Aakaar. That's the reason margins are at par manufacturing, at scale that will improve due to better bargain power.

[AMIT KUMAR @amitzcom]

@NILESHYADA48191 @Alchemist1320 IPO is indeed a step towards growth, soon they will hire 1000s of fresh grads. Infosys hired 15000+ freshers in FY25 because they see growth ahead.

[AMIT KUMAR @amitzcom]

@itSaulGoooodman @Alchemist1320 Oriana strategy is complementing Solar not replacing it. Green H2 needs solar, BESS needs solar, RESCO assets are solar.

[AMIT KUMAR @amitzcom]

@aqib_sarkar @TrumpUpdateHQ Your engliss is jast like your circiters 😂