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last week travelled to Ahmedbad/Rajkot for work and stumbled upon this company called #SonalisConsumer.
the company projected to do PAT of 11 cr in FY26 and 30 cr in FY28.
#Sonalis Consumer are into trading but venturing into warehousing in Lunivav Rajkot.
They claim to take a land parcel of 13 acres worth 75 cr.
so as i traveled from Ahmedabad to Rajkot, i also tried to find this land parcel and its status.
Did i succeed in finding it? Sure.. A picture says a 1000 words.
The land parcel is very big and extends beyond visually. Some RCC work is done. it will take about 6 months although the person handling the project said 2-3 months.
This is not a recommendation to buy this stock. its a very small co so inherent risk is bigger but so can be the reward. If this co does 10 cr PAT in FY26, its available at a forward PE of just 3. And with land parcel of 75 crs its undervalued but a major doubt is that it doesn't reflect in the assets.
That said, I would still say that there is no intention of the co to put a board of warehousing and expect investors to go and find it randomly. A cheater co would advertise it but the real substance will not be there which is a comfort in this co.
Either it will be a big multibagger or a compounder,time will tell but from the land parcel/the development going on it looks genuine so far.

@explorerpkm @sachin_1601 But since it is a very small microcap company, so a little bit of increase/decrease in expenses can move their margins big time.
See you have to understand the difference between a well established large cap fmcg co. & a very small microcap Fmcg.
#sonalisconsumer
Sonalis consumer
#SonalisConsumer, deleted my recent tweet about Sonalis, do not want any controversy...
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