PSM traders

🗝️ Go against majority | i post stocks research, analysis & views do not consider them as buy or sell advise.

[PSM traders @psmtraders]

Sold #CMPDI At 241
Will try to re-enter around 230

[PSM traders @psmtraders]

Retail comes in at the top…
leaves at the correction
#stockmarket

[PSM traders @psmtraders]

@Kartik_jbp @investorniti Yes

[PSM traders @psmtraders]

📈
#CoronaRemedies
Who is adding?

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New buy #capillary
#capillarytechnologies

[PSM traders @psmtraders]

#CoronaRemedies listed at 38.4% gains.
Congratulations to all who got allotment. 🥳

[PSM traders @psmtraders]

Growth Drivers

Infra Push
India’s power, railways and EV charging network demands electrical equipment supply
Wind & solar turbines and EV traction motors drive demand magnet winding wires

Expansion Capex
New machinery and Supa facility expansion expected to boost revenue

[PSM traders @psmtraders]

KSH International
India’s 3rd largest manufacturer & largest exporter of magnet winding wires used in transformers, motors, generators & EV components.

🧵 full research below check it out now
#kshinternationalipo
#KSHinternational

[PSM traders @psmtraders]

Geographic Manufacturing Concentration
All plants in one state (Maharashtra) — local risks may impact production continuity

Cash Flow & Debt
Occasional negative cash flows from operations & existing borrowings require careful management

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Manufacturing Capacity & Facilities

• 3 active manufacturing units in Maharashtra (Taloja & Chakan)
• 4th unit under development at Supa, Ahilyanagar to expand capacity
• Combined annual installed capacity: ~29,045 MT (as of FY25)

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Customer Base

•100+ global customers — OEMs such as BHEL, GE, Siemens, Hitachi, Toshiba and other
• Exports to 20+ countries including USA, Germany, UAE, Japan, Spain, Kuwait, Oman, Romania, Bangladesh
• Export revenue share increasing, accounting for~30–44% of total revenue