dhanesh kumar

(मोदी जी का परिवार)

[VALUEPICKER @RupakRoyC]

NITCO ( SELF reference post )

[MoneyMultiplier @raj1972aol]

If #JayKay Enterprises continues to work like this, it can become a unique company. We are tracking and holding it from Rs 21.

[dhanesh kumar @dhanesh070251]

Zelio-E-Mobility

[alphaaffairsf2f @alphaaffairsf2f]

Recently just because of Mukul sir presence
My Conviction on one of the company increased

Eventually jumped in
Already reaping the rewards

[The Tycoon Mindset @tycoonmindset05]

XII. Geography & Domestic Expansion

The DPL licence helped Rossell secure its first domestic aerospace and defence orders, marking an important entry into the Indian market.

Along with the AS9110 MRO certification, the company is now positioned to pursue both manufacturing and MRO opportunities within India's growing aerospace ecosystem.

[dhanesh kumar @dhanesh070251]

@Dixitagg sir kindly share your thesis of power instrument gujarat ltd

[Naresh Katariya @KhivrajNaresh]

Happy to have sat down with @kushallodha548 for this podcast.

I discuss on my Investing Journey, and my attempts at Alpha creation

With | Kushal Lodha #347 https://t.co/t0vIALY0W0 via @YouTube

[dhanesh kumar @dhanesh070251]

Accumulating

[alphaaffairsf2f @alphaaffairsf2f]

lloyds engg
60-65% + move now

Hits new highs 92

[Eduinvesting.in🇮🇳 @eduinvestingin]

Stylam Industries Ltd Q4 FY26

With a massive new capacity coming online and a global partner at the helm, the company is aiming for a revenue target of ₹1,500–1,600 crore in the near term. But as any seasoned analyst knows, adding capacity is easy; selling it at a premium in a fragmented market is where the real war is fought.

Read more - https://t.co/bGyftN9ayo

[dhanesh kumar @dhanesh070251]

GPT Infra also

[KnowledgeX @SudhirN94847744]

All three on 🚀

Knowledge helps 📚🤗

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

Happy father’s day to my dear papa who always allowed and encouraged me to do whatever I wanted to do in my life.

Coming from a small city like Bhiwadi where stock market is considered as “Satta” he allowed me to choose my path.

I remember July 2023 when I got fracture in my thumb and I had to go to pune and mummy said “itne pain me nahi jaana h” and I requested papa and he said “chal me tere sath chalta hu”

I remember how he supports me every single day when I have to travel almost 20 days/month and he always says “yahan k saare kaam me sambhal lunga tu apne kaam pe dhyan de”

In a world where Farhan has to convince his father for choosing his photography career my father encouraged me to choose my passion.

He taught me the value of giving back to society and here we are: Creating an army of retail investors and everybody is donating 10% of their profits for good cause.

Blessed 😇

[CompoundingAI @compoundingaiin]

https://t.co/OVVpfNPHv2

[dhanesh kumar @dhanesh070251]

@Asan_research हमार pf हरा बा

[Satpal Singh @vsvicky_]

Mathew Cyriac

Entered a new sector: Home Decor & Infrastructure. 🔥

Entered in Nitco Ltd at ₹95.05/share. He bought the entire chunk from Rashi Fincorp, who exited a 0.96% stake.

Meanwhile, Nitco’s real story

From ₹660 Cr loss to almost breakeven
Now focusing on expanding its retail reach.
The real jackpot bet is the ₹6,000 Cr HOABL project.

He mostly buys at Inflection Points, is this a turnaround?

[Akash Chaudhary @Akash17971]

25 SMALL CAP COMPANIES (UNDER ~₹15,000 CRORE MARKET CAP) WITH POTENTIAL BUSINESS MOATS – WORTH STUDYING & TRACKING 🔥📊📑

▪ Quality Power
▪ KSH International
▪ Atlanta Electricals
▪ Sigma Advanced Systems
▪ Krishna Defence
▪ Apollo Micro Systems
▪ Paras Defence
▪ Powerica
▪ Ashapura Minechem
▪ Aeroflex Industries
▪ TD Power Systems
▪ KRN Heat Exchanger
▪ Netweb Technologies
▪ Sansera Engineering
▪ Shaily Engineering Plastics
▪ HFCL
▪ MTAR Technologies
▪ KFin Technologies
▪ Triveni Turbine
▪ JNK India
▪ HSCL
▪ Park Medi World
▪ Senores Pharmaceuticals
▪ Precision Wires India
▪ Modern Insulators

WHY STUDY COMPANIES WITH MOATS?
▪ A moat is a sustainable competitive advantage that protects a business from competition.

▪ Moats can come from technology, certifications, long customer relationships, specialized products, regulatory approvals, distribution networks, switching costs, or brand strength.

▪ Companies with strong moats often enjoy better margins, stronger pricing power, repeat business, and higher return on capital.

▪ Over long periods, businesses with durable competitive advantages tend to create disproportionate shareholder wealth.

▪ The objective is not to buy blindly but to understand what makes a business difficult to replicate and whether that advantage can sustain for many years.

DISCLAIMER
The above list is prepared solely for educational, learning, research, and tracking purposes. This is not a buy, sell, or hold recommendation. Please conduct your own research before making any investment decisions.

[Varghese Ezhuthupali @VargheseEzhuthu]

₹1,073 Cr acquisition.

₹817 Cr revenue added.

But I think most investors are still underestimating what Lloyds Engineering is trying to build.

A few observations after reading the SISCOL acquisition announcement.

🧵

Lloyds Engineering is acquiring control of Steel Infra Solutions (SISCOL), a structural steel engineering and fabrication company that generated:

• Revenue: ₹816.87 Cr
• PAT: ₹43.42 Cr

But the numbers alone don’t tell the full story.

What caught my attention is the quality of projects SISCOL has executed.

Some of them include:

✈️ Delhi Airport Terminal 1

✈️ Noida International Airport

🏟 International Hockey Stadium, Rourkela

🏢 International Tech Park, Bengaluru

🌉 Multiple railway & bridge projects

🏗 Data Centre developments

🌍 LPG Extraction Plant, Algeria

🏨 Chalet Hotel Mumbai

This is not a small fabrication company.

It has become a recognised player in complex structural engineering projects across India.

The client ecosystem is equally interesting.

SISCOL has worked with:

• L&T
• Tata Projects
• Shapoorji Pallonji
• Adani Group companies
• KEC International
• DP World
• Jindal Stainless

These relationships often take years to build.

Now let’s look at scale.

Post acquisition, the combined platform is expected to have:

🏭 10+ manufacturing facilities

📐 6 engineering & design centres

⚙️ Structural fabrication capacity of ~150,000 MTPA

📈 Expansion roadmap towards ~200,000 MTPA

🛡 Defence engineering capabilities

⚡ Electrical engineering capabilities

🏗 Expanded EPC execution capability

This is where the story becomes interesting.

Historically, Lloyds Engineering was largely known for heavy engineering equipment and EPC execution.

SISCOL adds:

• Structural design
• Fabrication
• Steel erection
• Infrastructure execution

The combined company can now bid for significantly larger and more integrated projects.

Management is clearly trying to create a full engineering and infrastructure platform rather than remain a niche engineering company.

The bigger opportunity lies ahead.

India is entering a massive capex cycle driven by:

✈️ Airports

🚇 Metro Rail

🏭 Industrial Corridors

🛡 Defence Manufacturing

🏢 Data Centres

🚛 Logistics Infrastructure

🏙 Urban Development

🏗 Commercial Real Estate

A larger integrated engineering platform should be better positioned to participate in these opportunities.

Another interesting point.

Management highlighted that Lloyds Engineering has already grown from around ₹80 Cr revenue in FY19 to ₹3,000+ Cr revenue today while building an order book exceeding ₹8,000 Cr.

The stated long-term ambition?

🎯 ₹10,000+ Cr Revenue by FY29/FY30

Whether they achieve it or not remains to be seen.

But this acquisition suggests management is thinking several years ahead.

Of course there are risks:

• Integration risk
• Execution risk
• Capital allocation risk
• Infrastructure cycle risk

But if successfully integrated, SISCOL could prove to be one of the most important acquisitions in Lloyds Engineering’s journey.

Not a recommendation.

#LloydsEngineering #Infrastructure #Engineering #Manufacturing #Defence #DataCentre #Investing

[Beat The Street @BeatTheStreet10]

Everybody is talking about Madhu Kela investing in Lloyd Engineering.

But It's not a fresh issue.

It's a Share Swap Deal where Lloyd bought SISCOL, and MK Ventures already has stake in SISCOL from the early days.

Story Time: LLOYD X SISCOL DEAL DECODED

To everyone's surprise

DAM Filed for IPO of SISCOL worth 96Crs Fresh Issue in Jul-25 + OFS upto 1.42Cr Equity Shares
Recd Approval in Nov-25 from SEBI

SISCOL is started by Ex-Jindal Steel & Power Guys
Ravikant Uppal and Rajagopal Kannabiran

Madhu along with other investor invested in 2018 when company was formed at face value of Rs. 10
Then Further invested in 2021 at Rs. 65
Post that in 2022 at Rs. 118 per share
And last in 2023 at Rs. 15 per share

Total Shares: 4.06Cr
At Peak Valuation in 2022: 480Crs

Current Equity Valuation: 1220Cr
Lloyd Eng bought 88.12% i.e. 1073Cr

10.82% - Cash paid by Lloyd Eng
41.34% - Share Swap
17.98% - Cash paid by Lloyd Enterprises
17.98% - Cash paid by Streamland Estate

Streamland- Entity of Mastermind Behind Lloyd Group Mr. B. PRABHAKARAN.
Who also hold 9.05% Shareholding in Public via Triveni Earthmovers.
(You heard his name in Lloyd Metal, where he is co-promoter with 17.77% Share along with Mukesh Gupta)

And That ShareSwap Deal of 41.34% include names like
MK Ventures,
Shubkam Ventures,
UAP Advisors(Ameya & Uma Prabhu - Son and Wife of Suresh Prabhu - Union Minister)
Siddarth Pai(Meridian Investment),
N. Jayakumar(Prime Securities),
Surinder Choudhary (Surin Holdings and Krishna Fabrications),
Ranjan Sharma, Poonam Sharma(Star Global) and many more..

Issued 7L more Shares as Pref basis to N Jayakumar's entity - Prime Securities.

Lloyd Engineering targeting 10,000 Cr Rev by FY29-30
FY26 Rev Reported Rev: 1300Crs
Current Order Book: 8,000Cr

One Last Interesting Thing-
Approval of Investment in Lloyds Advance Defence Systems Limited(Defence Arm)
And Borrowings of 1000Cr from Banks.

Last Year company raised 987Cr from Right Issue at Price 32 Rs Per Share.

[pratik.jain @pratikjain1310]

@BeatTheStreet10 🤷😎
https://t.co/alnav1EN9F

[abhay jain @abhayjainp]

Sharing 25 companies that can double their PAT in next 2-3 years

Most of them are showing up across multiple scans, worth tracking.

[Aethos Wealth @AethosWealth]

What is there in a ₹34 crore market cap company that attracted Dr. Farukbhai Patel?

The promoter behind companies like KPI Green Energy and KP Green Engineering has announced an open offer for 9,72,500 shares at ₹42.35 per share in this company, with the offer opening on June 24 and closing on July 8, 2026.

That's what makes this interesting.

For someone who has spent years building businesses in power, infrastructure, and renewable energy, acquiring a stake in a microcap company raises some obvious questions:

1. Is there a strategic business opportunity?
2. Could there be a future role in the broader KP Group ecosystem?
3. Is this simply a financial investment, or something much larger?
Or
Is he looking to list one more group company ?

Of course, an open offer alone doesn't guarantee value creation.

The company?

Accord Synergy Ltd

#AccordSynergy #FarukbhaiPatel #KPIGreenEnergy #Microcap #SmallCaps #IndiaInvesting #SpecialSituations #StockMarketIndia

@AethosWealth

[dhanesh kumar @dhanesh070251]

Aerpace to sir

[Rajeev Desai @rajuidesai]

GE Power India Ltd has runup non stop from 376 to 1076 today!
On 30th Mar'26 it corrected to 376 and from there in two and half months, it has tripled!!
376 to 1076 in 2 1/2 months and that is a huge runup and huge return....3X...
Now if GE Power India Ltd correct and can do meaningful correction of 15 to 20%, and if I see any comment , Phasa diya, I will immediately BLOCK them!!
After any stock that too in Bear Market, where India is quoted as Haunting Havelli, gives 3X return in 2 1/2 months....correction to banta hai....
It may not correct in a meaning ful way, may correct 20% may be even more.....We don't know, I don't know!!
But enough chance GE Power gave to book profit those who feel this is a TRAP!!
So No Unwanted comments from anyone!!
I think GE Power should be the only one which has given so huge return in its category in a very short period of time.....not talking of Dark Horse or Penny stocks or story stocks....