Invest india.

| Value Investor|| I eat data for BLD|
Fight with me with Data because with words i will eat u alive.

[Invest india. @jshim81]

Catching Vmarc promoter red handed. Hell Vmarc is going to buy Ultravolt by Ultratech by next year.

#Vmarc promoter said that they would grow 40% yoy in fy27 vs FY26.

That means 720 cr over 1800 cr revenue in FY26.

Q1 fy27 the increase in revenue was 280 crores vs last year.

[Invest india. @jshim81]

copper copper bol kar bhagyanagar india ko UC kar diya. this is a totally dud company which was not even able to grow its revenues in q1 vs q4 while KSH did 20% higher qoq.
jinko bhagya kharaab karna hai vo bhagyanagar india le rahe. if u really want to make money then dump this

[Invest india. @jshim81]

Copper price hit ATH.
And investors still do not realise the power of recyclers
#parameshwarmetal
#sunlite

Jahan paisa ban raha hai vo stock to le lo

[Invest india. @jshim81]

People looked at
#stel
#hfcl

No one talked or looked at Birla cable. Q1 was a monster result on the back of ofc and copper cables.
What I am hearing from the ground is that a massive upgrade to q1 is coming.

At just 10 pe this is a deal which is so crazy. 120 cr of min pat

[Invest india. @jshim81]

Sebi should put #ESDS in fno. So much money to be made by buying put options on ESDS.

[Invest india. @jshim81]

3 public SME nanocaps stocks( market cap less than 1000 cr ) are sitting on undisclosed orderbooks which is 3x bigger than their fy26 sales.

I have never been in favour of listed cos declaring each and every order they get.

As a retail investor I want this information to be

[Invest india. @jshim81]

If you truly want to succeed at investing
Stop relying on investor presentations
Stop relying on management guidance

For outsized returns, you have to be an investigative journalist and do primary research on your own and build conviction before no one else and then bet big.

[Invest india. @jshim81]

This post will clarify all the questions about ESDS
before that
ESDS rents GPU's from cos like Sharon AI and rents it out to some other customers who actually need the GPU compute power. This is just subrenting or capturing the spread between the two.

In turn Sharon AI itself is

[Invest india. @jshim81]

of the upcoming IPO's
These 3 IPO;
#qualiance
#kanohar [kanohar electricals]
#prasol [prasol chemicals]
stand out on the basis of reported nos.

Qualiance has one concern that it is too much dependent right now on swiss government as it derives 80% of its revenue from it.

Prasol

[Invest india. @jshim81]

Ultratech wire and cables plant shut down today
Vmarc up 8%
Vaah re retail investors. Ek news par itna panic and then euphoria. Still time to sell everything but not ur kidneys and buy vmarc.

[Invest india. @jshim81]

Polycab is leaving the market since ultratech has entered.
People who think that because of entry of one more player the whole sector which is running on steroids will get negatively affected don't even know what the TAM in wires and cables is like

[Invest india. @jshim81]

Polycab is leaving the market since ultratech has entered.
People who think that because of entry of one more player the whole sector which is running on steroids will get negatively affected don't even know what the TAM in wires and cables is like

[Invest india. @jshim81]

Parag Milk foods should be seriously looked at
they are definitely going to benefit with the price increase in all milk items. Especially Whey protein which is higher margin product and commands a 10-12 % market share in all india. Whey protein prices are up 3-4x in last few

[Invest india. @jshim81]

#KSHinternational
the co received permission to expand capacity by 42000 tons at Supa back in June 2025.
out of this 12000 tons was operational in September 2025
Now after the q1 call the management spoke about the 30000 tons additional capacity coming online in phases with some

[Invest india. @jshim81]

digging into BAI-KAKAJI its clear the co is expanding aggressively. they have taken 19.2 crore additional term loan for machinery and also taking working capital loans. clearly signs of big things to come.

[Invest india. @jshim81]

Yesterday was historic day for E2E networks.
Full FY26 revenue was 250 crs
Got 1000 cr rupees order for 3 years which is 333 cr for one year. From just one customer they are getting paid more revenue than full FY26 combined.

No one comes close to understanding this biz model as

[Invest india. @jshim81]

last week i had traveled to coimbatore/ tiruppur area for 6 days and whenever we stopped for eating or in the hotel, milky mist products were to be seen everywhere.
seems like they have taken over tamil nadu.
no wonder in results it delivered the highest ever revenue and in just

[Invest india. @jshim81]

Bai Kakaji Polymers
PET preforms rigid packaging- 24000 tons
Caps- 440 crores
bot Mundada polymers- a promoter concern
immediately entered flexible packaging of 9000 mt capacity.
more importantly the flexible packaging product modified to LDPE films. LDPE has highest price

[Invest india. @jshim81]

How markets are overlooking the cos which are on the cusp of creating history.
A polymer co which is growing sales faster than anyone else in market.
Was in rigid packaging. Entered into Flexible packaging which will double topline.
Expanded capacity in rigid so even more than

[Invest india. @jshim81]

How markets are overlooking the cos which are on the cusp of creating history.
A polymer co which is growing sales faster than anyone else in market.
Was in rigid packaging. Entered into Flexible packaging which will double topline.
Expanded capacity in rigid so even more than

[Invest india. @jshim81]

#e2enetworks.. bumper update. 1500 cr fund raising for new GPU's. Should be able to easily get the funding and buy 2048 new GPU's in this amount. Going big on expansion.

[Invest india. @jshim81]

With the Tungsten supply side bottle neck increasingly coming in focus, there is one company which is fully integrated and has an ex china supply chain secured.
This co - Diffusion Engineers is fully vertically integrated
from Ore to Alloys to Consumable and Plates to Powders to