Investment Research Takes 😌

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[Investment Research Takes 😌 @Goel14Pulkit]

@goindiastocks @goindiastocks Is there any new updates on orders or company is in current talks with any new prospective clients for its new GFRB products ?

[Investment Research Takes 😌 @Goel14Pulkit]

@goindiastocks Can you adress the below 2 points. ?
1. No scope of margin improvement, as resin prices increases globally.
2. Loss of value by almost 65% or 2/3 from its Peak.

[GoIndiaStocks.com @goindiastocks]

We recently arranged a site visit at - Aeron Composite Limited.

Detailed blog - https://t.co/JtWHzNthVf

Notes from the visit -

The Business: Manufactures Fiber Glass Reinforced Polymer (FRP) products — Pultruded Products, Moulded Gratings, Rods & GFRP Rebar. 51,671 https://t.co/FyR8bvFJKH integrated facility. 450+ employees. End-to-end manufacturing under one roof = tight quality control.

Financials —: Revenue: ₹108 Cr (FY22) → ₹215 Cr (FY25) → ₹117 Cr in H1FY26 alone PAT: ₹13 Cr (FY25) | ₹7 Cr (H1FY26) EBITDA margins gradually improving → ~8% Working capital cycle: 45–60 days. 55% revenue from exports.

The GFRP Rebar Story: Steel rebar rusts. Adds maintenance costs. Fails in corrosive environments. GFRP Rebar doesn't. Lighter, stronger in tension, corrosion-proof.

India is building — highways, bridges, coastal infra, metro rails. Every project that needs rebar is a potential GFRP convert. The substitution story is just beginning.

Aeron is scaling rebar lines from 2 → 5. In-house bending capabilities allow customised solutions — a rare edge in this segment. This could reshape the revenue mix and push margins meaningfully higher.

Capacity = Currently at ~50% utilisation.

Industry Tailwind: Global FRP market: ~8.1% CAGR India FRP market: ~16.3% CAGR — double the global pace Asia Pacific leading demand. FDI inflows. Regulatory push toward advanced materials. India is structurally shifting.

Risks to Watch: Raw material costs — glass fibre imported from China & Thailand. Margin pressure possible in near term. Geopolitical headwinds may affect orderbook.

#investing #gfrp #stockmarket

------------------------------------
Disclosure - Aeron Composite is our IR Client.

Informational only. Not investment advice. Investments subject to market risk.

GoIndia Advisors LLP | SEBI Registered Research Analyst | Reg. No. INH000020040 | SEBI (RA) Regulations, 2014.

More serious investors → https://t.co/zvrz0Oo6dD

Follow us for more insights.

[Investment Research Takes 😌 @Goel14Pulkit]

@SunilVTinani

[GoIndiaStocks.com @goindiastocks]

1. The MD has resigned due to severe health and personal reasons. The resignation is not related to any adverse or suspicious developments within the company.

2. Mr. Ravi Patel has been appointed as the Interim Managing Director. Following the requisite Board approval, he is expected to be formally appointed as the Managing Director of the company.

[Investment Research Takes 😌 @Goel14Pulkit]

@goindiastocks Can we have some clarity on these points ?
Also if everything is fine, then why has the company has lost 65% of its value in the market??

[Investment Research Takes 😌 @Goel14Pulkit]

@goindiastocks @goindiastocks
1. What about the news of MD resigning?
Both from execution and non-executive position.?
2. Why did he resign without any successor?
3. What are the succession plan?
This looks to suspicious from outside !

[Investment Research Takes 😌 @Goel14Pulkit]

@goindiastocks @goindiastocks
1. What about the news of MD resigning?
Both from execution and non-executive position.?
2. Why did he resign without any successor?
3. What are the succession plan?
This looks to suspicious from outside !

[Investment Research Takes 😌 @Goel14Pulkit]

@SunilVTinani @SunilVTinani

[Investment Research Takes 😌 @Goel14Pulkit]

@SunilVTinani @SunilVTinani MD resigned without any succession plan.
2. MD is getting removed even from non-executice board member.
If health is the only concern , than why leave after 5 weeks and if so, then no need to be removed from non-executive position.

[Investment Research Takes 😌 @Goel14Pulkit]

@SunilVTinani Big Red flag !

[Investment Research Takes 😌 @Goel14Pulkit]

@Asan_research @Asan_research aab Aluminum walo ka kya hoga?

[Investment Research Takes 😌 @Goel14Pulkit]

@MarketScientist ane wala time "Cement" ka hai ! 🤔

[Stock Market Scientist™ @MarketScientist]

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[Investment Research Takes 😌 @Goel14Pulkit]

@SunilVTinani I do have 7 lots !

[Investment Research Takes 😌 @Goel14Pulkit]

@SunilVTinani Is there any hope ? If so, by when can we expect any performance.

[Investment Research Takes 😌 @Goel14Pulkit]

@SunilVTinani @SunilVTinani any view on Aeron ltd ?

[Investment Research Takes 😌 @Goel14Pulkit]

@SunilVTinani 2/3 are almost finished !

[Investment Research Takes 😌 @Goel14Pulkit]

@MahindraFin I have shared further details in DM of ECN no.
Please check and update.
I have not requested for any loan.

@RBIsays

[Investment Research Takes 😌 @Goel14Pulkit]

@MahindraFin why is this query being made against my profile ?
That to without my consent.!
I have not made any such request.
If someone else made it , than it is a fraudster.
@RBIsays

[Investment Research Takes 😌 @Goel14Pulkit]

@MahindraFin I have shared details in DM

[Investment Research Takes 😌 @Goel14Pulkit]

@beatsinbrief Does any one know,Where to even buy these ?

[Radicalist @Radicalist481]

Every Hindu and Muslim must watch this -

[Nithin Kamath @Nithin0dha]

By 2039, every Indian state will fall below the replacement fertility rate, with Bihar being the last to cross this milestone. The evidence shows that fertility is tightly linked to income and education. Poorer and less educated populations tend to have more children and vice versa.

The replacement fertility rate (usually 2.1) is the average number of children each woman needs to have to keep a population's size the same over time, where new births perfectly cancel out deaths.

There's also evidence suggesting that fertility rates are falling faster than most projections. This is a particular challenge for India, where there's still a vast gulf between the prosperous South and the poorer North. The ultimate question is, will we grow old before we grow rich?

Chart from @dataforin.