@RahulGandhi Never hand over your assets to a financial advisor driven by political leanings โ mixing politics with financial decisions rarely ends well.
India's air cargo sector is on the cusp of a multi-year boom.
One Chennai-based cargo airline is quietly building the infrastructure for it โ operating its own fleet, holding a government-designated carrier status, and backed by some of India's sharpest institutional minds.
Meet AFCOM โ Afcom Holdings Ltd ๐งต๐งต๐งต๐งต
With the FIFA World Cup set to begin on 11 June in the USA, geopolitical tensions involving the US could see a temporary easing.
FIFA WC - the host nation always project stability & strength on the world stage & Trump may look to leverage this platform to showcase US prominence.
@priyankagandhi@prilozatweets Congress standing in full solidarity with Iran is a significant stance.
The Indian government must now take a clear and decisive position.
#Sattva Engineering Cmp โน55.5
Q3 Revenue stands at โน38 Cr (Q1 + Q2 Revenue was โน50.6 Cr)
Execution Picking Up; Order book โน350+ Cr (revenue visibility of 2-3 years)
Trading at P/E 8x (Market Cap only โน95 Cr)
NSE SME Listed in September 2025; Issue price was โน75
#Waaree Renewable Q3: Strong Execution momentum continues
Visibility for next 4-5 quarters from the current order book
Margins down (but as per guidance by every industry players)
Annualized Valuations:
Waaree Renewables: P/E 21x
KPI Green: P/E 19x
Oriana Power: 15x
Opportunity size is big - Indian home services market remains highly unorganized with online penetration is only 1%. This leaves substantial room for structural growth as the industry formalizes & shifts online.
That said, near-term volatility and drawdowns cannot be ruled out.
Three to four years ago, Zomato was widely overlooked when it was trading around โน60โ70. Today, it has delivered significant multibagger returns.
I believe #UrbanCompany (CMP: โน130) has the potential to follow a similar trajectory over the long term.
#Ganesh Consumer Cmp โน263
Recently listed, Kolkata based FMCG Co (Ganesh Sattu, Ganesh Aatta)
Reported decent Q2 numbers.
Strong Regional brand (Bengal) & aspiring to expand in other states.
Consumption theme - Very Reasonably priced. Trading at Adj. P/E of 24x
#Eleganz Interiors Cmp โน99
IPO Issue Price was โน130
TTM PE 12x
Order Book โน435 Cr v/s Mkt Cap โน232 Cr.
Risk: SME stocks seeing liquidation pressure across the board irrespective of Fundamentals.
@sudhir_bheda Afcom
No of Trips in Q1: 410
No of Trips in Q2: 478
As per Aug 25 release, they did 410 trips in Q1 & latest release says 888 trips performed in H1.