Top Tweets for #AVIENCE
#AVIENCE Good trade in SME segment booked all today
#Avience classic example of what hyped listing does to investor wealth even in solid businesses. People who bought around listing will hate this stock and ipo allotees who held till now will also curse themselves for not selling at listing day.
recent success - model based investing - #ACCPL - up 125% from my entry (Apr26), #Marine Up 10% (July26), #ROSSELTECHSYS - 12%(July26) some caution that proved beneficial - #Avience - cautioned at 414 (down 37% since then) - 260 now. Moral- Have a model & Invest No Recomendations
@samisosa1234 Around 47cr orders received from Uttarakhand (new entry) to be executed in next 3-4months. FY27 guidance:- 100% revenue growth and 50% contribution from manufacturing (27% in FY26) will boost margins. (20-25% capacity utilisation targeted in FY27 and full by FY29. #Avience
Results declared for AVIENCE BIOMEDICALS
FY26 PAT: 8.75cr (16.6% pat margin)
Operating Cashflow: +5.91cr
Available at ~125cr mcap at P/E of 14.3 only
YIEDA facility to be live from Aug’26, leading to peak revenue of 250cr
FY27: 100% growth & reach Qline’s current level in 3yrs
#SME #Avience #AvienceBio #AvienceBiomedicals
Avience Biomedicals Q4 FY26 Concall Highlights:
👉FY27 & Future Outlook :
▫️Confident of at least 60%+ revenue growth in FY27
💠Driven by capacity expansion, product launches, wider distribution, government/PSU tenders and exports
💠New fully automated manufacturing facility targeted for commissioning by Oct-26 (85% complete; remaining work by Sept; operations from 1 Oct).
💠Total project investment ₹30.18 Cr (IPO proceeds ₹15.95 Cr + SIDBI ₹12 Cr + internal accruals ₹2.23 Cr).
💠Focus on biochemistry analyzer manufacturing; WHO-PQ capable facility for global exports.
💠Will phase out existing rented facility 3-4 months after new plant starts.
▫️Product portfolio expansion from 88 CDSCO-approved products to 288+ (recently added 17 licenses; 200+ applications under process).
💠Commercialization of newly approved products + scale-up via new facility.
💠Exports: Target ₹5-7 Cr in current year (already ₹0.7-0.8 Cr in first 3 months); registrations ongoing in multiple countries.
💠Domestic focus on government tenders + private channel expansion (North India first via Mindray OEM exclusive discussions).
▫️Manufacturing vs trading mix expected to move toward 50:50 (from ~27% manufacturing / 72% trading in FY26).
💠💠 on manufacturing 30-100%+ (product-dependent); reagent rental business 40-60%.
💠Capacity utilization: ~15-20% in FY27 on new facility; 50-60% in FY28 (~₹120 Cr manufacturing potential + trading).
💠Peak top-line potential of new facility ~₹250 Cr.
▫️Longer-term: Build integrated diagnostics/medical devices platform; strengthen Make-in-India presence
💠Pursue PPP models (like Krsnaa Diagnostics) once scale/funds allow
💠Expand Mindray collaboration (North India exclusive for select models, then East/South/West).
👉Current Order Book / Projects and Future Pipeline :
▫️₹47.46 Cr order book (government/PSU – primarily Uttarakhand; equipment-heavy) in hand; execution timeline 3-4 months.
💠Supports the 60%+ FY27 growth target on a standalone basis. Additional routine/natural orders continue.
💠New territory entry (Uttarakhand) via government tenders (GEM/portal + relationships); limited field force needed for govt vs private market.
▫️Pipeline: 200+ product applications under CDSCO process;
💠Mindray OEM discussions for exclusive North India distribution of select high-volume analyzers (closed-loop systems with in-house reagents/barcodes).
💠Export registrations ongoing. Broader government tender participation enabled by new capacity (delivery timelines of 45-60 days required).
💠Business model supports recurring revenue: instrument placement on reagent-rental (5-year commitments) + consumables (80-90% closed-loop) + rapid cards (no instrument needed).
💠Service USP: 4-hour uptime guarantee anywhere in India.
👉Other Notable Points :
▫️FY26 Financials (audited consolidated):
Domestic revenue mix 98.99% (exports 1.01%).
💠Working capital: Government receivables typically 90-120 days average (can range 45-180 days depending on state/project size);
💠Bankers ready to support CC limits/bill discounting/collateral-backed facilities as orders scale.
💠H1/H2 seasonality: Q2 & Q4 stronger; Q1 & Q3 leaner.
▫️Competitive strengths & strategy: Integrated manufacturing + distribution; 88 CDSCO licenses (regulatory moat)
💠Recurring consumables model; pan-India presence serving govt hospitals, private labs, diagnostic chains (Max, Sarvodaya, Dr. Lal, Labcorp etc.)
💠Authorized Mindray distributor (China #1 / global top-20; area-exclusive for Delhi-NCR + Eastern UP currently).
💠USP currently quality + 4-hour service; future focus on proprietary differentiation.
▫️Industry backdrop: Indian diagnostics market projected to ~₹1,964 Bn by FY30 (~11%+ CAGR); IVD ~57% of market.
💠Rising disease burden, molecular diagnostics, AI/automation, government schemes (NHM, free diagnostics) and health insurance penetration as tailwinds.
💠Import substitution opportunity under Make-in-India (dependency down from ~90% to ~70%)
▫️Subsidies at Medical Device Park:
💠Concessional land/power (₹3.5/unit), ESI/PF employer contribution support
💠7% interest subvention, exhibition/training/testing reimbursements, etc. (central + state).
👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform.
👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional.
———
👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform :
💠 OBSC Perfection
💠 Aimtron Electronics
💠 Yash Highvoltage
💠 CFF Fluid Control
💠 DSM Fresh Foods
💠 L.T. Elevator
💠 Monolithisch India
💠 GSM Foils
👉Across Different Sectors. One common place.
🔗 https://t.co/Sto1a1qHIQ
👉Stay tuned for more insights
———
⚠️ For educational purposes only. Not investment advice. Please DYODD.
#SMEGems #SMEPlatform #HiddenChampions #SME
#Avience this is FY26 result reaction, 2 months only but what mr mkt was expecting God only knows. drawn down seems overdone, FY27 move if it impacts results then PE will crash further, caution is needed.
#Avience as expected a tough correction is hitting the stock today, with full FY26 result uncertainty PE is reducing driven by near term selling pressure.
#Avience as expected a tough correction is hitting the stock today, with full FY26 result uncertainty PE is reducing driven by near term selling pressure.
#Avience Biomedicals Hits Upper Circuit After 90% Listing Pop on NSE SME Debut
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