Top Tweets for #rishabinstruments

3 months ago

#RishabInstruments is up ~139% from its 52-week low. But the interesting part is not just the stock move. It is how the business has quietly moved from a broken margin story to a proper turnaround candidate. Rishabh Instruments had bottomed near ₹272 last year when its European die-casting arm was bleeding and group margins had almost collapsed. Today, it trades around ₹675, at its its 52-week high. FY26 results confirmed that the turnaround was not just a one-quarter bounce. The stock moved +11% yesterday on nearly 8x normal volume. No confirmed catalyst yet, so worth watching for an exchange filing. This is a 40-year-old, debt-free, founder-led instrumentation manufacturer. Here’s the business, the growth levers, and where it could be headed. ────────────────────────── 🏭 What the business actually makes Rishabh has two reportable segments, with very different economics. Electrical & Electronic Instruments, around 69% of revenue: Electrical automation: SCADA software, temperature/humidity recorders, transducers, I/O modules Metering, control and protection: analog panel meters, current transformers, power quality analyzers, protection relays Portable test and measurement: multimeters, clamp meters, insulation testers Solar string inverters High Pressure Die Casting, around 31% of revenue: Precision aluminium components through Lumel Alucast in Poland Historically automotive-heavy, now trying to shift towards industrial and non-auto customers The company claims #1 position in electrical transducers and low voltage current transformers in India. It also calls itself a global leader in analog panel meter manufacturing. These are company claims, not third-party verified. But the product breadth is real: 145+ product lines and 0.13 Mn SKUs. ────────────────────────── ☀️ Solar inverters: the ₹100 Cr aspiration This is the segment management seems most excited about. It is also the segment that has underdelivered so far. Built on Italian IP from GEFRAN, acquired in 2019 Two platforms: UNO, single-phase, 2.5-6.5 kW, and NEO RADIUS, three-phase, scalable to 120 kW Management target: ₹100 Cr business within 3-4 years Growth expected to be led almost entirely by India Tailwinds: PM Suryaghar rooftop solar scheme, 1 crore households, ISM 2.0 electronics incentives, and Rishabh’s existing distribution network New Nashik building has a dedicated solar floor, automated assembly, and capacity scalable straight to ₹100 Cr FY27 revenue guided to double to ₹24-25 Cr, off a small FY26 base The caveat is important. Management has admitted that the company is still not fully cost-competitive with Chinese imports across the range. So this is a real opportunity, but not yet a proven one. ────────────────────────── 🇺🇸 US: small base, but accelerating The US business is still small, but the growth is picking up. Revenue has compounded roughly 50% for two straight years, from $1 Mn to $3 Mn between FY24 and FY26 FY27 is guided for another 40-50% growth Medium-term management target is $5-10 Mn within a few years The growth is being driven by UL-certified current transformers and a new push into US data-centre and semiconductor-adjacent EMS demand. This includes motherboard supply to companies that were earlier sourcing from Intel. Management is also exploring US M&A to accelerate growth, but nothing is confirmed yet. ────────────────────────── 🇨🇳 China: steady, not spectacular Rishabh owns Shanghai V&A Instrument, its 100%-owned manufacturing and R&D base in China. Grew 20% in FY25 Grew 23% in FY26 Both are off a small base The smaller international units, US + UK + China, together contribute around 13-15% of EEI revenue. Management wants these to grow faster, around 30%, compared to around 20% growth for the core India and Poland businesses. ────────────────────────── 📊 The turnaround, in numbers FY26 was the year where the operating leverage finally showed up. Revenue: ₹775 Cr, up 7.6% YoY EBITDA: ₹126 Cr, up 161% YoY EBITDA margin: 16.3%, from 6.7% PAT: ₹82 Cr, up 292% YoY Net cash: ₹128 Cr Zero net debt The key reason: EEI has held 20%+ margins for 5 straight quarters. The Polish die-casting unit has also finally turned EBITDA-positive after years of losses. That is the real turnaround. ────────────────────────── 🎯 Projections; FY27-29E Built off management’s own guidance of 20-25% EEI growth, 20-22% margin ceiling, and HPDC dipping below ₹200 Cr before recovering. FY27E: revenue ₹845 Cr, EBITDA ₹150 Cr, 17.7% margin, PAT ₹91 Cr FY28E: revenue ₹1,024 Cr, EBITDA ₹195 Cr, 19.1% margin, PAT ₹123 Cr FY29E: revenue ₹1,201 Cr, EBITDA ₹236 Cr, 19.7% margin, PAT ₹153 Cr Projected price: ₹1,030 at 26x FY29E EPS. That implies roughly 17% CAGR from CMP. ────────────────────────── ⚠️ What to watch Confirm the reason behind yesterday’s rally before treating ₹675 as an entry price HPDC’s double-digit margin promise has already been pushed back once, from FY27 to FY28 Solar’s ₹100 Cr aspiration depends on cost competitiveness, which Rishabh does not fully have yet Around 68% of group revenue still comes from a soft European industrial market The summary is simple. Rishabh is no longer just a cheap instrumentation company. It is now a turnaround story with multiple small growth options: solar, US, China, and recovery in Poland. But after a sharp move, execution has to keep matching the chart. Not investment advice. Do your own research before Investing. #RishabhInstruments #NSE #SmallcapIndia #EquityResearch #IndianStocks #SolarIndia

AethosWealth's tweet photo. #RishabInstruments is up ~139% from its 52-week low.

But the interesting part is not just the stock move.

It is how the business has quietly moved from a broken margin story to a proper turnaround candidate.

Rishabh Instruments had bottomed near ₹272 last year when its European die-casting arm was bleeding and group margins had almost collapsed.

Today, it trades around ₹675, at its its 52-week high.

FY26 results confirmed that the turnaround was not just a one-quarter bounce.

The stock moved +11% yesterday on nearly 8x normal volume. No confirmed catalyst yet, so worth watching for an exchange filing.

This is a 40-year-old, debt-free, founder-led instrumentation manufacturer.

Here’s the business, the growth levers, and where it could be headed.

──────────────────────────

🏭 What the business actually makes

Rishabh has two reportable segments, with very different economics.

Electrical & Electronic Instruments, around 69% of revenue:

Electrical automation: SCADA software, temperature/humidity recorders, transducers, I/O modules

Metering, control and protection: analog panel meters, current transformers, power quality analyzers, protection relays

Portable test and measurement: multimeters, clamp meters, insulation testers

Solar string inverters

High Pressure Die Casting, around 31% of revenue:

Precision aluminium components through Lumel Alucast in Poland

Historically automotive-heavy, now trying to shift towards industrial and non-auto customers

The company claims #1 position in electrical transducers and low voltage current transformers in India.

It also calls itself a global leader in analog panel meter manufacturing.

These are company claims, not third-party verified.

But the product breadth is real: 145+ product lines and 0.13 Mn SKUs.

──────────────────────────

☀️ Solar inverters: the ₹100 Cr aspiration

This is the segment management seems most excited about.

It is also the segment that has underdelivered so far.

Built on Italian IP from GEFRAN, acquired in 2019

Two platforms: UNO, single-phase, 2.5-6.5 kW, and NEO RADIUS, three-phase, scalable to 120 kW

Management target: ₹100 Cr business within 3-4 years

Growth expected to be led almost entirely by India

Tailwinds: PM Suryaghar rooftop solar scheme, 1 crore households, ISM 2.0 electronics incentives, and Rishabh’s existing distribution network

New Nashik building has a dedicated solar floor, automated assembly, and capacity scalable straight to ₹100 Cr

FY27 revenue guided to double to ₹24-25 Cr, off a small FY26 base

The caveat is important.

Management has admitted that the company is still not fully cost-competitive with Chinese imports across the range.

So this is a real opportunity, but not yet a proven one.

──────────────────────────

🇺🇸 US: small base, but accelerating

The US business is still small, but the growth is picking up.

Revenue has compounded roughly 50% for two straight years, from $1 Mn to $3 Mn between FY24 and FY26

FY27 is guided for another 40-50% growth

Medium-term management target is $5-10 Mn within a few years

The growth is being driven by UL-certified current transformers and a new push into US data-centre and semiconductor-adjacent EMS demand.

This includes motherboard supply to companies that were earlier sourcing from Intel.

Management is also exploring US M&A to accelerate growth, but nothing is confirmed yet.

──────────────────────────

🇨🇳 China: steady, not spectacular

Rishabh owns Shanghai V&A Instrument, its 100%-owned manufacturing and R&D base in China.

Grew 20% in FY25

Grew 23% in FY26

Both are off a small base

The smaller international units, US + UK + China, together contribute around 13-15% of EEI revenue.

Management wants these to grow faster, around 30%, compared to around 20% growth for the core India and Poland businesses.

──────────────────────────

📊 The turnaround, in numbers

FY26 was the year where the operating leverage finally showed up.

Revenue: ₹775 Cr, up 7.6% YoY

EBITDA: ₹126 Cr, up 161% YoY

EBITDA margin: 16.3%, from 6.7%

PAT: ₹82 Cr, up 292% YoY

Net cash: ₹128 Cr

Zero net debt

The key reason:

EEI has held 20%+ margins for 5 straight quarters.

The Polish die-casting unit has also finally turned EBITDA-positive after years of losses.

That is the real turnaround.

──────────────────────────

🎯 Projections; FY27-29E

Built off management’s own guidance of 20-25% EEI growth, 20-22% margin ceiling, and HPDC dipping below ₹200 Cr before recovering.

FY27E: revenue ₹845 Cr, EBITDA ₹150 Cr, 17.7% margin, PAT ₹91 Cr

FY28E: revenue ₹1,024 Cr, EBITDA ₹195 Cr, 19.1% margin, PAT ₹123 Cr

FY29E: revenue ₹1,201 Cr, EBITDA ₹236 Cr, 19.7% margin, PAT ₹153 Cr

Projected price: ₹1,030 at 26x FY29E EPS.

That implies roughly 17% CAGR from CMP.

──────────────────────────

⚠️ What to watch

Confirm the reason behind yesterday’s rally before treating ₹675 as an entry price

HPDC’s double-digit margin promise has already been pushed back once, from FY27 to FY28

Solar’s ₹100 Cr aspiration depends on cost competitiveness, which Rishabh does not fully have yet

Around 68% of group revenue still comes from a soft European industrial market

The summary is simple.

Rishabh is no longer just a cheap instrumentation company.

It is now a turnaround story with multiple small growth options: solar, US, China, and recovery in Poland.

But after a sharp move, execution has to keep matching the chart.

Not investment advice. Do your own research before Investing.

#RishabhInstruments #NSE #SmallcapIndia #EquityResearch #IndianStocks #SolarIndia

Stock aaj or kal

@stockaajorkal

over 1 year ago

STOCK IN FOCUS (RISHAB INSTRUMENTS) Exports have gradually picked up and are expected to improve further. Confident that the electronics business will continue to grow. #RishabInstruments #Exports #ElectronicsGrowth #StockInFocus #BusinessGrowth

411

Stockxwatcher @Stockxwatcher

over 2 years ago

Breakout/Soon Stocks that are looking good for upcoming days/weeks Don't miss 📷 Keep them in Focus📷 Mega Thread📷 ----------------- (Bookmark it) 📷 1. #RishabInstruments #PriceAction #stocks #stockstowatch #trading #Dhruv_Rathee #WhatsApp #Breakoutstock

Stockxwatcher's tweet photo. Breakout/Soon Stocks that are looking good for upcoming days/weeks
Don't miss 📷

Keep them in Focus📷

Mega Thread📷

-----------------
(Bookmark it) 📷

1. #RishabInstruments

#PriceAction #stocks #stockstowatch #trading #Dhruv_Rathee #WhatsApp #Breakoutstock https://t.co/CWTJjKb7sP

Sai 🇮🇳 @Desi_Trader_IND

almost 3 years ago

#RISHABINSTRUMENTS, daily chart, ipo base breakout with vol target of 600,650 in long-term #Swingtrading #PriceAction #stockstowatch #StocksToBuy @DashBhagu @ChartShala @Shobhitcool2001 @Technicalchart1 @karthimaths @NeetikaSrivast4

Desi_Trader_IND's tweet photo. #RISHABINSTRUMENTS, daily chart,
ipo base breakout with vol target of 600,650 in long-term

#Swingtrading #PriceAction #stockstowatch #StocksToBuy
@DashBhagu @ChartShala @Shobhitcool2001 @Technicalchart1 @karthimaths
@NeetikaSrivast4 https://t.co/o81OA1yoqM

⚡AlphX⚡ @TEAMALPHANALYST

almost 3 years ago

#ipobase setting up perfectly #Rishabinstruments 👉Sales 125 to 180 🚀 👉Eps Ath 🏆Net profits ath #StockMarketindia #stcoktobuy 👉Very good base formations

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