Babu

IT Professional, Passionate long term investor, Love to read and research on quality small and Micro Cap/SME companies.

[प्रसाद | Value Investing | Swing | @Value_Swing]

#CNXSmallcap monthly chart is absolutely strong! 🔥

FII selling is drying up, signaling great days ahead for the Indian market. Time to ride this swing into Diwali! 🎇🧨🕯️🎆

[ARGHYADIP CHOWDHURY @Arghyadip99]

Monolithisch

Clearly showing the confidence of management

Only a few SMEs post quarterly results

Monolithisch is one of them 💯🫡

[Shreenidhi P @nid_rockz]

SRM Contractors
#SRM
#SRMContractors

Credit rating upgrade:

To CARE A Stable

Good execution track record
Lower debt

Orderbook of 3000+cr consolidated
2.2x book to bill

[SHARE PURANA @SharePurana]

🚨 India is quietly solving one of its biggest defence vulnerabilities.

For years, even Indian drones depended on imported motors, controllers and firmware.

Not anymore.

Vector Technics (Zen Technologies) claims it is now India's largest fully integrated drone propulsion manufacturer, with capacity of 300,000 units annually.

✅ Motors
✅ Flight Controllers
✅ Propellers
✅ Power Electronics
✅ UAV Engines
✅ Indigenous Firmware
❌ No Chinese parts

This is much bigger than a capacity expansion.

The future of defence won't be decided only by who builds the drone. It will be decided by who controls the components inside it.

India is moving from "Assembled in India" to "Engineered in India." 🇮🇳

The next defence multibaggers may not build missiles. They may build the invisible technologies that make them fly.

Not a buy/sell recommendation. For educational purposes only. 🚀🇮🇳

[Meyyappan PL @MeyyappanPl1]

Diamond power

Last week set up

India’s first 500kV UHV testing labs

The facility is used to test High capacity transmission cables& system under extreme conditions

From cables, wires, conductors this company is becoming pinnacle of technology in India

Dicabs

[LNPR Capital @LnprCapital]

ANONDITA MEDICARE : Promoter writes himself a ₹29.58 Cr cheque. Decode.

Board approved 2,85,000 convertible warrants on preferential basis to promoter Anupam Ghosh at ₹1,038 each.

Total: ₹29,58,30,000.

THE STRUCTURE
- 25% upfront on subscription: ₹7.40 Cr
- 75% on conversion: ₹22.19 Cr
- Conversion window: up to 18 months
- Each warrant converts to 1 equity share

THE STAKE MOVE
- Anupam Ghosh: 61.99% to 62.58% on full conversion (+0.59 pp)
- Minority pool diluted from 38.01% to 37.42%
- Only Anupam Ghosh subscribes. Co-promoters Sonia Ghosh and Reshant Ghosh sit this out.

THE CONTEXT
Condom maker (COBRA brand), listed 01 Sep 2025 at ₹145 IPO. FY26 revenue ₹137.42 Cr (up 78%), PAT ₹34.30 Cr (up 107%). Management guiding ₹1,000 Cr revenue in 2 years on capacity and export push. NSE in-principle approval received 29 Jun 2026.

THE SIGNAL
This is a promoter-funded growth raise, not a stake grab. A +0.59 pp move does nothing for control. The real story is ₹29.58 Cr of primary capital funding the capacity build to 806 million units and the export ramp. Fresh promoter money at near-market pricing is a cleaner conviction signal than a deep-discount allotment.

Disclosure: LNPR Capital is a SEBI Registered Research Analyst (RA No. INH000012953). This is for educational purposes and not investment advice. We may hold positions.

[Mindful Investor @amitabhvatsya]

"We are Not catching up , We are setting the standard" #ZenTechnologies
The real moat in drones isn't the airframe. It's the propulsion stack.
ZEN Technologies' subsidiary Vector Technics now claims to manufacture the entire propulsion ecosystem in-house—from BLDC motors and controllers to engines, propellers, power electronics and firmware.

With a capacity of 300,000 units annually and a non-Chinese supply chain, this could be an important milestone for India's defence manufacturing ecosystem.Worth tracking as India's drone industry scales.

[Satish Patnaik @patnaiksatish84]

Vivid Electromech
--------------------
Secured 30 Cr Order from STT Global Data Center

50% Revenues from Data Centers

Integration Partnership - ABB, Hitachi, Siemens, Schneider

Capex - 3X done, Utilization from Q2 FY26

Investors - Motilal Oswal

No recommendation

[Parth Goyal @StocksRoyale1]

This is a REAL moat 🔥

When it comes to drone propulsion:

• Capacity of 3 lakh units per year.
• They design every component.
• They build every component.

0 dependence on China.

Fully integrated, largest in India 🇮🇳

Others just assemble imported parts.

[Mayank Kapur @MayankKapur16]

What a performance by Prime Cables 👏👏

169% YoY growth in revenue in Q1’27
Q1’27 Revenue > H1’26 Revenue

Essence of microcap investing captured perfectly 👌

Further, 360Cr is peak potential from current capacity. Post Q1’28 cr this number will become 620Cr +

Check out our analysis in comments

[Vivek Chadha @VivekChadha1996]

Vivid Electromech- This isn't a generic electrical contract. It is tied to data centre infrastructure, specifically:
PDU (Power Distribution Unit): Critical power distribution equipment inside data centres.

DWDM (Dense Wavelength Division Multiplexing): High-capacity optical networking equipment.

Why it matters: • Strengthens presence in the fast-growing Data Centre ecosystem. • Adds to execution pipeline. • Potential for repeat business if execution is strong.

This suggests Vivid continues to participate in the data centre capex cycle, an area with strong long-term growth.

#vividelectromech #dydd #infopurposes

[रिमी @amurfalcon1]

Taurian MPS

Order book in Nov 2025 = 35cr
Order book in July 2026= 83.4cr

83.85 crore confirmed orders WITHOUT any major exhibition at 27% export mix, diversified across aggregates AND minerals, with a new segment emerging( Municipal waste processing)

[Babu @babu_cx]

@amurfalcon1 ESM 2 issue will erode all the gains here.

[Babu @babu_cx]

@Vihaan_001_ Already they Killed Prizor in ESM2. Only a bunch of idiots can create rules like these.

[︎ ︎venom @venom1s]

Sonam Raghuvanshi was granted bail by a Shillong court.

The Meghalaya government challenged the bail.

The Meghalaya High Court has now upheld the bail order.

This is a mockery of the justice system. She's roaming free just one year after killing her husband.

Why are Indian laws so biased?

[Mr. Judicial Servant @right2men]

Why not same punishment for same crime?

[Babu @babu_cx]

@SECTOR_RES0123 Then What about STL with 630 PE.

[Manish @dwivedmanish]

#LTElevator has kicked off FY27 with a bang!
The company has successfully raised ₹50 crore, backed by two marquee investors—Motilal (₹20 crore) and Bandhan Fund (₹20 crore). Capital will be deployed towards an unidentified acquisition, strengthening its inorganic growth strategy.

Now stock chart is showing a strong technical breakout, adding to the positive momentum.

Management has guided for 70–80% revenue growth in FY27 and reiterated its vision of crossing ₹400 crore in revenue by FY29.

#SME

Disc Invested since Listing

[Lost Temples™ @LostTemple7]

The Golden Era of Simple Living

[रिमी @amurfalcon1]

From the Choice Report:
P75I — 6 submarines, ~ 700 Bn — contract signing expected early FY27
MAZDOCKS is the builder
Order pipeline P-75I (INR 700Bn) listed as #1 upcoming trigger

Massive massive trigger for CFF Fluid if it's early Fy27

Wait & watch