SME and microcap investor

SME and microcap investor

[SME and microcap investor @AnkitJa3989641]

@microcp2mltibgr @tsatwork Deep industries

[CSTM (Chandu Stock Market News) @Tvaasu1]

#DeepIndustries: 100% Rig Utilisation, ₹3,047 Cr Order Book & FY28 PAT ₹500 Cr Vision!🚀🚀🚀🔥🔥🔥

🔷 DEEP INDUSTRIES – Q1 FY27 Concall Highlights

🟢 Q1 FY27 Financial Performance

🟢 Record Quarterly Results

🟢 Revenue

Revenue: ₹278.92 Cr
▲40% YoY

🟢 EBITDA

EBITDA: ₹131.8 Cr
▲38.7% YoY
EBITDA Margin: 43.6%
Management expects 43–45% EBITDA margin to continue.

🟢 PAT

PAT: ₹89.14 Cr
▲44.5% YoY

🟢 Order Book

Order Book: ₹3,047 Cr
Around ₹800 Cr expected to be executed in FY27.
More than 60% of the order book will be executed over the next 2–2.5 years.
A major portion comes from the 15-year ONGC Production Enhancement Contract (PEC).

🟢 Cash Flow

EBITDA to Cash Conversion remains 75–80%, showing strong cash generation.

🟢 FY27 Growth Guidance

Standalone Revenue Growth: 18–20%
Consolidated Revenue Growth: Above 25%

⸻

🔷 Government Policy is a Big Growth Driver

🟢 India Focused on Energy Security

Government wants to increase domestic oil & gas production.
Natural Gas is considered an important transition fuel.

🟢 Government Moving Towards More Exploration

Policy is changing from revenue sharing to exploration-first.
Easier rules and unified pipeline tariff will support gas production.

🟢 ₹80,000+ Cr Samudra Manthan Scheme

Government may bear up to 50% of exploratory drilling cost.
This will increase exploration activity.

🟢 Why Deep Industries Benefits

Company covers 70%+ of India’s post-exploration oil & gas services.
More exploration means more business for Deep Industries.

⸻

🔷 Gas Processing Business

🟢 Charter Hire Model

Company designs, installs, operates and maintains gas processing facilities.

🟢 Current Operations

Operating in 3 fields
1 Cairn field
2 ONGC fields

🟢 Growth Opportunity

Capacity can be expanded whenever new contracts are received.

⸻

🔷 Gas Compression Business (Big Strength)

🟢 Industry Leader

Deep started gas compression business in 1996.

🟢 Largest Player

Owns 80+ gas compressor units, the highest fleet in India.

🟢 Market Share

Around 30% of India’s gas compression is outsourced.
Deep executes nearly 85% of outsourced gas compression work.

⸻

🔷 Gas Dehydration Business

🟢 One of India’s Largest Players

Removes water from natural gas before pipeline transportation.
Important for pipeline safety and gas quality.
One of the first qualified companies in India.

⸻

🔷 Integrated Project Management (IPM)

🟢 Complete Well Solutions

Company provides:

Surface handling
Air drilling
Cementing
Logging
Wireline
Hydro-fracturing
Coiled tubing
Complete well execution

⸻

🔷 Drilling & Workover Business

🟢 Strong Fleet

Total 20 Onshore Rigs
14 Workover Rigs
6 Drilling Rigs

🟢 100% Utilisation

All rigs are currently fully utilised.

🟢 Future Expansion

Company plans to add 2000–3000 HP rigs as demand increases.

⸻

🔷 ONGC Production Enhancement Contract (PEC)

🟢 Huge Long-Term Contract

Value: ₹1,402 Cr
Duration: 15 Years

🟢 Current Status

Field taken over in April 2025.

🔴 Delay

Production delayed 5–6 months due to the Mori well incident.

🟢 Restart Plan

Restart drilling.
Deploy rigs.
Start new wells.

🟢 Production Expected

Incremental production expected from September–October 2026.

🟢 FY28 Revenue

Expected contribution:
More than ₹150 Cr

🟢 Capex

Around ₹150 Cr investment by March 2027.

⸻

🔷 Offshore Business (Dolphin Offshore)

🟢 Current Assets

DP2 Accommodation Barge (Prabha)
Anchor Handling Tug (AHTSV)

🟢 Full Utilisation

All offshore assets are fully deployed.

🟢 Expansion Strategy

New vessels will be purchased only after receiving confirmed contracts.

[Investor Feed @_Investor_Feed_]

Akme Fintrade Q1 FY27: Strong AUM Growth & Improved Credit Cost 📈 | MCap 396.88 Cr

- Assets Under Management (AUM) reached ₹965.07 crore as of June 30, 2026, a 42.96% YoY increase.
- Profit After Tax (PAT) for Q1 FY27 was ₹11.57 crore, up 20.40% YoY from ₹9.61 crore.
- Interest Income grew 34.17% YoY to ₹41.07 crore for the quarter.
- Net Interest Income (NII) increased 22.25% YoY to ₹23.57 crore.
- Disbursements during the quarter were ₹84.10 crore, a 19.46% YoY growth.
- Net Interest Margin (NIM) stood at 11.77% as of June 30, 2026.
- Credit Cost improved significantly to 0.31% from 1.22% YoY, a decrease of 91 BPS.
- Gross NPA (GNPA) was 2.91% and Net NPA (NNPA) was 1.41%, indicating stable asset quality.
- EPS increased to ₹0.27 for the quarter, a 17.39% YoY growth from ₹0.23.
- The company launched 'Akme GreenX', a new program for financing green and sustainable initiatives.
- Performance was driven by focus on MSME and vehicle lending segments in rural and semi-urban areas.

Disc: Information provided in above tweet can be inaccurate, verify through the source i.e. attached image(s) & in reply before making any investment decision.

[Sumit Mehrotra @SumitResearch]

Akme Fintrade reports double digit growth in Q1FY27 ⚡⚡

👉Q1 annualised EPS means stock below 10 PE

Total Income 41.77 Cr vs 31.92 Cr (+30.85% YoY)

PBT 14.15 Cr vs 12.11 Cr (+16.84% YoY)

PAT 11.57 Cr vs 9.61 Cr (+20.39% YoY)

Allotted 82,00,000 Equity Shares at Rs. 11.10/- each upon conversion of warrants, premium to market rate

One NBFC to watch who is into gold loans and vehicle financing regulated by RBI

Stock is up 30% in 1 year

[Investor Feed @_Investor_Feed_]

📄 Monarch Surveyors Wins ₹6.39 Crore Bihar Township Planning Contract | MCap 255.23 Cr

- Received Letter of Acceptance for 'Preparation of Town Planning Scheme(s) for the Multiple Greenfield Satellite Townships in Bihar (Group-2)'.
- Total order value is Rs. 6,39,79,600.
- Client is the Urban Development & Housing Department, Government of Bihar.
- Work is to commence immediately.

Disc: Information provided in above tweet can be inaccurate, verify through the source i.e. attached image(s) & in reply before making any investment decision.

[SME and microcap investor @AnkitJa3989641]

@Seauls At major long term suport and showing some pullback now...looks like a good level to enter now

[AYUSH GUPTA @InvestorAyush]

I personally know people who have multiplied their wealth by 100x, 200x, even 500x since COVID.

And many of them started with a very small capital base.

Spend time learning microcap investing. Owning a piece of a growing business is one of the best things you can do for your future self.

Trust me, you don’t need to get everything right. You just need to catch a few great businesses early and have the conviction to hold them.

Sometimes, all it takes is one bull cycle and a few great bets to completely change your life.

[Dr. Rakesh Bansal @iamrakeshbansal]

Major banks made over ₹20,000 crore from insurance sales in FY26!
Top private banks earned huge fees by selling insurance:
• HDFC Bank: ₹6,927 crore
• ICICI Bank: ₹4,068 crore
• Axis Bank: ₹3,700 crore
• Kotak Mahindra Bank: ₹1,075 crore
Together, these banks got nearly 80% of this income from insurance. Bancassurance has become a big profit source for banks.
https://t.co/yyVlVGZPDl

[SME and microcap investor @AnkitJa3989641]

@DealsDhamaka Nice...I worked in sap Labs same office in your picture 2015-2020....

[SME and microcap investor @AnkitJa3989641]

@sandipsabharwal Understand a simple fact, FII supply will not end unless retail starts redemption of mutual funds, only after that bull market will start

[SME and microcap investor @AnkitJa3989641]

@datta_arvind Despite ecomomy struggling credit growth at record high, this is start of NPA cycles

[SME and microcap investor @AnkitJa3989641]

@AvinashGoraksha Sir your calls are excellent

[Nilesh Kurhade @nileshkurhade]

📌 Connplex Cinemas Limited informed the exchange about the opening of 2 screen cinema with 261 seats at Jagdalpur, Chhattisgarh. The cinema is equipped with cutting-edge technology, advanced Dolby 7.1 audio with high-performance sound systems and screens. #SME #CONNPLEX 🎬🍿

[SME and microcap investor @AnkitJa3989641]

@TheClubJunto I am in a top notch product based company from past 15 years in Bangalore and I am very sure these large cap IT companies cannot succeed, their era is gone, there might be some technical pullbacks of 10 percent on stocks which gives an exit opportunity

[SME and microcap investor @AnkitJa3989641]

@AvinashGoraksha True sir, I always follow you

[Avinash Gorakshakar @AvinashGoraksha]

We were the first to suggest Taurianmps in sept 2025 at Rs 220 because we like the business model and the promoter mindset and upscaling business oppo ahead
Despite the stock crossing our earlier tp of Rs 313 now mkt price Rs 350 we continue to remain positive and believe the best is yet to come ahead
In conclusion I can only say this is the power of fundamentals which no one can ignore

[SME and microcap investor @AnkitJa3989641]

@Ashish_4vedi Range of 10,000 , what a target....whole world knows this....what's the usefulness of such targets

[SME and microcap investor @AnkitJa3989641]

@piyush_trades High chances due to layoffs in IT and it's gonna increase further, working on AI tools day in and day out, can definitely say very less people needed going ahead, service based companies will collapse

[SME and microcap investor @AnkitJa3989641]

@DrRomeetSaha EIH...park hotels, jungle camps, mahindra holidays - added these 4 recently , do your own research - not an advice

[SME and microcap investor @AnkitJa3989641]

@kothariabhishek True...high credit growth cycles are always followed by high NPA cycles...home loan in metros taken by IT professionals, agriculture loan...personal loan...too much risky loans