CMA Suresh Dadi

Banker by Profession. Only investment |SME,Small Cap & Mid Cap. ICWAI(CMA), MBA. RA(NISM Certified)

[CMA Suresh Dadi @cmasureshdadi]

#STL need to have better margins than HFCL

[CMA Suresh Dadi @cmasureshdadi]

#HFCL Q1 Concall Highlights

FY27 revenue growth guidance raised to 40% (from 20%) — a significant upward revision.

EBITDA margin expanded to 23%, outperforming expectations (18–20%) and improving from ~16–17% last year.

Order book at ₹26,000 Cr, providing strong revenue visibility.

Board approved ₹580 Cr capex for a new preforms plant to strengthen backward integration.

New Data Center Connectivity business targets ₹800 Cr revenue in FY27.

Newly acquired aerospace business comes with an order book exceeding ₹2,000 Cr, opening a new growth vertical.

[CMA Suresh Dadi @cmasureshdadi]

#HFCL Q1 Concall Highlights

FY27 revenue growth guidance raised to 40% (from 20%) — a significant upward revision.

EBITDA margin expanded to 23%, outperforming expectations (18–20%) and improving from ~16–17% last year.

Order book at ₹26,000 Cr, providing strong revenue visibility.

Board approved ₹580 Cr capex for a new preforms plant to strengthen backward integration.

New Data Center Connectivity business targets ₹800 Cr revenue in FY27.

Newly acquired aerospace business comes with an order book exceeding ₹2,000 Cr, opening a new growth vertical.

[CMA Suresh Dadi @cmasureshdadi]

#HFCL Q1 Concall Highlights

FY27 revenue growth guidance raised to 40% (from 20%) — a significant upward revision.

EBITDA margin expanded to 23%, outperforming expectations (18–20%) and improving from ~16–17% last year.

Order book at ₹26,000 Cr, providing strong revenue visibility.

Board approved ₹580 Cr capex for a new preforms plant to strengthen backward integration.

New Data Center Connectivity business targets ₹800 Cr revenue in FY27.

Newly acquired aerospace business comes with an order book exceeding ₹2,000 Cr, opening a new growth vertical.

[CMA Suresh Dadi @cmasureshdadi]

@REDBOXINDIA Don’t buy Redbox tweets, see opposite.

[CMA Suresh Dadi @cmasureshdadi]

#STLTECH

PE:550 > Share Price:536

[CMA Suresh Dadi @cmasureshdadi]

₹74 warrant exercise price
₹163 current market price

#HFCL

[CMA Suresh Dadi @cmasureshdadi]

@Tijori1 Best thing for you future business integrate AI like chat GPT with your platform and give the combined pricing. Currently people are buying chat gpt subscription and uploading all the files into chat gpt and getting info stock wise

[CMA Suresh Dadi @cmasureshdadi]

@tomrid01 🤣🤣

[CMA Suresh Dadi @cmasureshdadi]

#Stltech promoter Nirav Agarwal selling

But he is selling since Aug 2025 and his share holding very minimal

[CMA Suresh Dadi @cmasureshdadi]

#inflation

[CMA Suresh Dadi @cmasureshdadi]

@Lenskart_com Done and Dusted

[CMA Suresh Dadi @cmasureshdadi]

@AdityaVarma45_ @IPL Make it one Andra team you will get more fun

[CMA Suresh Dadi @cmasureshdadi]

@PulkitA30298377 @grok please tell me which episode in shark tank

[CMA Suresh Dadi @cmasureshdadi]

@iNitinTyagi They will eat Chai Samosa and defer the strike

[CMA Suresh Dadi @cmasureshdadi]

Transmission and Distribution segment

[CMA Suresh Dadi @cmasureshdadi]

New orders: to be supported for Fy 2027-28

₹8.08 Cr (25/11/2025)
₹7 Cr (26/11/2025)
₹4 Cr (01/12/2025)
₹11.37 Cr (03/12/2025)
₹9.38 Cr (10/12/2025)
Total: ₹39.83 Cr

[CMA Suresh Dadi @cmasureshdadi]

#Desco Infratech

Desco Infratech quick snapshot:

• Existing order book (11/11/26): ₹345 Cr
• H1 FY26 sales: ₹42 Cr
• Company guides ~95% growth over FY25 (FY25 sales: ₹59 Cr)

H2 FY26 expected: ₹73–80 Cr
FY26 total: ~₹115–122 Cr

Order book execution:
₹345 Cr – ₹80 Cr (H2) = ₹265 Cr to be executed in FY27 → ~100% growth visibility.

Mgmt (Arihant Conf) reiterated 100% CAGR for next 3 years.

Projected sales:
• FY26: ~₹120 Cr
• FY27: ~₹240 Cr (from remaining order book)
• FY28: Supported by ₹431 Cr bid pipeline (30–40% conversion)

Recent new orders:
₹8.08 Cr (25/11)
₹7 Cr (26/11)
₹4 Cr (01/12)
₹11.37 Cr (03/12)
Total: ₹30.45 Cr

Let’s see how the story unfolds for Desco Infratech.

Disc: Invested.

[CMA Suresh Dadi @cmasureshdadi]

#Desco Infratech

Desco Infratech quick snapshot:

• Existing order book (11/11/26): ₹345 Cr
• H1 FY26 sales: ₹42 Cr
• Company guides ~95% growth over FY25 (FY25 sales: ₹59 Cr)

H2 FY26 expected: ₹73–80 Cr
FY26 total: ~₹115–122 Cr

Order book execution:
₹345 Cr – ₹80 Cr (H2) = ₹265 Cr to be executed in FY27 → ~100% growth visibility.

Mgmt (Arihant Conf) reiterated 100% CAGR for next 3 years.

Projected sales:
• FY26: ~₹120 Cr
• FY27: ~₹240 Cr (from remaining order book)
• FY28: Supported by ₹431 Cr bid pipeline (30–40% conversion)

Recent new orders:
₹8.08 Cr (25/11)
₹7 Cr (26/11)
₹4 Cr (01/12)
₹11.37 Cr (03/12)
Total: ₹30.45 Cr

Let’s see how the story unfolds for Desco Infratech.

Disc: Invested.

[CMA Suresh Dadi @cmasureshdadi]

Power Transmission and Distribution

[Rishi Bagree @rishibagree]

India’s power grid is facing an execution crisis that nobody’s talking about. Last year, we added just 8,830 circuit-km of transmission lines against a target of 15,253 km – a 42% shortfall.

Meanwhile, in Rajasthan alone, solar and wind projects with 4 GW capacity are sitting idle because the transmission lines to evacuate that power haven’t been built yet.

Curtailment shot up from 8.5% in March to 51.5% in August 2025. That’s Rs. 250 crore in potential revenue simply vanishing in mere 5-6 months. The state has 22.5 GW of renewable capacity approved, but can only transmit 14 GW.

We’re building generation faster than we’re building the highways to carry that electricity. PGCIL is doing the heavy lifting – accounting for 57% of all projects by number and over 53% of the projects by tariff value – but when one entity manages that much, delays in their projects cascade across the entire system. We need more players in this space, not fewer.

The telecom sector caps spectrum holding per operator. MNRE limits how much solar capacity any single developer can win in auctions to 50%. Perhaps it’s time transmission followed similar guardrails – not to undermine anyone, but to spread execution risk and ensure we actually meet our 2030 renewable targets.

#IndiaGrid #PowerTransmission #RenewableIntegration #GreenEnergyIndia #EnergyPolicy #TransmissionReforms #RECurtailment #CleanEnergyEconomy #InfrastructureExecution