Top Tweets for #Stockdeepdive

2 months ago

Aeroflex Industries: When realizations improve faster than expected, the market starts repricing future earnings power, and that is where re-rating begins. Do check out the full breakdown analysis. #AeroflexInd #Stockdeepdive https://t.co/75Ekxis8YI

692

Drashtant Darji @Drash10X

about 1 year ago

🚂 #StockDeepDive: Neetu Yoshi Ltd – The Silent Multibagger in Railways Infra 🇮🇳 Target 10X in 5 year 🔍 A high-margin, low-tax precision components maker for Indian Railways, Neetu Yoshi is riding India's railway boom with tech & vision. Here's why smart investors are watching closely 👇🧵 1/ 💡 What Makes It Unique? ✅ Class-A approved facility by Indian Railways ✅ Manufactures 28+ critical safety parts for bogies & wagons ✅ Uses cutting-edge CNC & high-pressure molding tech ✅ 13-step QC + RDSO-cleared = zero client inspection needed 2/ 🛠️ Advanced Manufacturing Edge Its 2023 facility uses modern machinery vs. peers' outdated setups. Result? Better productivity, higher quality, zero rework. This is true "Late Mover Advantage" executed with precision. 3/ 📈 Robust Demand Visibility 🔸 Orders from 16 Zonal Railways, ICF, RCF, MCF 🔸 Supplies to 10 wagon & 20 bogie makers 🔸 Private clients like Jupiter & Tagar have 4–5 yrs of demand visibility 🔸 Orders doubling YOY 🚀 4/ 💰 Tax Arbitrage = Superior PAT Margins 🟢 115BAB Tax: Pays just 17.5% vs. peers at 25% 🟢 Adds 7.5% direct PAT edge = Net Margins: 25%+ 🟢 High precision = high value-add = high profitability 5/ 📦 Order Book & Execution 🟢 ₹105 Cr order book – to be executed in FY25 🟢 Demand from rail infra boom (DFCC, new corridors) 🟢 Pipeline growing with 4 new wagon makers setting up plants 6/ 🏭 Massive Capacity Expansion – Kpur Plant 🔧 1300 MT/month for bogie assembly + frame/blasters 🗓️ Operational: April 2026 📊 Revenue Potential: ₹200 Cr at full capacity ➡️ FY27 Target: ₹120–130 Cr at 60–65% utilization 7/ 🎯 Long-Term Vision 🔸 15+ more products applied for approval 🔸 New verticals = full bogie assembly 🔸 Growing client base with new OEMs 🔸 Strategic position in India’s ₹1.3 Lakh Cr railway capex drive 8/ 📊 FY26–FY27 Projections (Estimates) 🟢 FY25: ₹47 Cr Rev | ₹12 Cr PAT 🟢 FY26: ₹70–75 Cr Rev | ₹17–18 Cr PAT 🟢 FY27: ₹130–140 Cr Rev | ₹30–32 Cr PAT CAGR > 55% 🧨 (PAT-led) 9/ 📌 Why It Matters for Investors? ✅ Government-backed sector ✅ Explosive demand + limited precision suppliers ✅ High ROE, high PAT margin, strong moat ✅ Expansion-backed growth visibility for 3–5 years 10/ 🔚 Conclusion Neetu Yoshi isn’t just riding the railway boom – it’s engineering it. Precision, profit, and protection — all in one SME 🚂📦 🧠 Follow me for more deep dives like this. #Multibagger #RailwayInfra #PrecisionEngineering #CapexPlay

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