Sagar Halbe

MS,MBA.Angel Investor|SanFe|Blusmart|Galaxeye|KawaSpace| BurgerSingh|ZyppElec|Agnikul|HomiLab|Dwija|CleanElec|BurmaBurma|BosonQ|ESDS|EIFFIL|PACE Digitek|Veremax

[Sagar Halbe @sagarhalbe]

@jitenkparmar @AxisBank @AxisBankSupport Had a similar experience at one of the Axis branches in Pune when I tried closing my account recently. They have their own rules (surprising when other banks didnt ask for those docs), poor coordination amongst themselves and took for ever to get my account closed.

[Sagar Halbe @sagarhalbe]

@RahulRao_1992 Isn't @GalaxEye doing something similar? Would have been fantastic if 2 Indian startups (Agnikul and Galaxeye) had collaborated together. Disc- invested in both.

[Sagar Halbe @sagarhalbe]

With every increasing opportunity in Smart meter, Gayatri Rubbers will gain as they supply extruded rubber profiles, rubber seals, and compounds that provide weatherproofing and protection for smart meter boxes as well as SMC enclosures.
#GRCL
#Gayatri rubbers and chemicals

[Darshan Mehta @darshanvmehta1]

Smart Gas Meter Opportunity (positive for Genus Power)...Emkay

India is embarking on a phased rollout of smart gas meters for existing and new domestic PNG (DPNG) connections – targeted to be 126mn by 2034. The initiative is driven by the Petroleum and Natural Gas Regulatory Board (PNGRB)’s push to enhance technological adoption, improve consumer transparency, and increase operational efficiency across the City Gas Distribution (CGD) sector. We estimate the cumulative opportunity for meter manufacturers at Rs350–400bn over FY26–34.

Key beneficiaries of this transition are likely to be Genus Power, Smart Meters Technologies (SMTPL), and Polaris. Leveraging its fully integrated manufacturing and execution capabilities, Genus has already established a strong leadership position in the smart electricity metering segment. While the adoption of smart gas meters is expected to be gradual, we believe the company is well placed to replicate its success in electric metering and sustain a meaningful market share in the emerging gas metering market. We retain BUY and TP of Rs550. (Emkay)

[Sagar Halbe @sagarhalbe]

@itsnitinverma Management were very bullish on adding more value added products in this sector and getting more railway orders during the coming years. With 30% railway budget already used in just 2 months! ; anticipating a lot of positive traction in this space for the company.

[Sagar Halbe @sagarhalbe]

@jitenkparmar @Nikhil0739 @PMCPune @navalMH You can try now. It’s working. We just paid the tax directly through the PMC site.

[Sagar Halbe @sagarhalbe]

@itsnitinverma Investors would benefit by not looking at the order value. Look at the opportunity size it has created 🔥 This management doesnt talk much. Keep tracking the order flow and have patience.

[Sagar Halbe @sagarhalbe]

@itsnitinverma FY26 PAT came in at 13%. Mgmt is has guided for 14-17% which clearly means they are going to do better on both EBITDA and PAT level for the coming year. 💪

[Sagar Halbe @sagarhalbe]

@itsnitinverma Thanks @itsnitinverma for sharing the concall details . Super helpful. Really excited to see this management walking the talk. It's an SME company but has all the right qualities for a small/midcap company in future 👍Disc - invested from lower levels.

[Sagar Halbe @sagarhalbe]

@itsnitinverma * Humble & Passionate.

[Sagar Halbe @sagarhalbe]

@itsnitinverma Cant agree more 👍 Small company with a Big vision. Promoters are extremely humble and promoters. Razor focussed on the business that will continue to exceed everyone's expectations. Disc- invested.

[Nitin Verma @itsnitinverma]

Gayatri Rubbers and Chemicals (#GRCL)

My largest holding & highest conviction company 🤩 Relatively unknown company with great future. ✅🙏

Disc : I hold 2.33% of company and have increased stake 4 months back 💪🙏

My reasons for investment in #GRCL : Honest, hardworking promoters who underpromise and over-deliver every time 🙏
I have done factory visits and attended physical AGM.

GRCL's PAT has almost doubled this year and it is growing at 83% CAGR since listing(last 3 years). 🥳
Company's PAT margins are close to 13.4%. A company growing at this pace every year with good margins & excellent promoters should trade at comparatively high valuations.

GRCL: The Non - Tyre rubber company.
A company to ride Railway , Smart Meters , Water/Gas meters , Infrastructure , Automobile etc themes simultaneously.

GRCL makes speciality rubber products which are used in Indian Railways, Smart Meters , Automotive and Architectural sectors. It is not a commodity or cyclical business. It makes speciality rubber products. 😊
Their 2 speciality high value products - 'Intercar Gangway' and 'Absorption Strips' are used in Vande Bharat and other trains. They have recently entered into silicon mobile holders to be used in trains.
There are 75 different kind of rubbers used in trains. GRCL makes 65 out of those 🤩
They are planning to venture into 5 new verticals-
1- Rubber pads
2- Bridge pads
3- Solar T shaped Rubbers
4- Gas /Water meter rubbers
5- Pipes

Company is constantly shifting to high margin products which is visible from its profitablility growth.

For FY27 , management has guided for 55cr+ topline and 9cr+ PAT (more than 60% growth)

For FY28 the guidance is 70-80cr revenue with 14cr+ PAT(150% growth 🫡)

I am sure they will beat this too like they have been doing till now .
After listing they gave PAT of 91L(FY23) and in just 3 years they have reached 5.6cr PAT(FY26) . Growth 🤯

Key fundamental features of company -
ROCE -40%
ROE -33%
Almost debt free.
Promoters have recently increased stake to 74.06% .

Technical perspective - Stock is looking to breakout after long consolidation and making inverse H&S .

This is a boring evergreen business which is constantly growing under the guidance of best management I have seen till date.

The management is doing concall tomorrow at 4pm. They recently did concall organized by Arihant capital.

Note : Illiquid stock. Not a buy/sell reco.
Just for educational purposes.

#GRCL
#GayatriRubbers
#Investing

[Sridhar Vembu @svembu]

Open letter to Indians in America.
--
Dear brothers and sisters from Bharat:

Like I did 37 years ago, you arrived in America with no money but with a good education and cultural heritage from Bharat. You achieved outstanding success. America was good to us. For that we must remain grateful - gratitude is our Bharatiya way.

Yet today, a significant number of Americans, may be not the majority but not too far from it either, believe that Indians "take away" American jobs and our success in America was unfairly earned.

You may think the next election will fix this, but your choice would be between people who hate our Bharatiya civilisation and people who hate civilisation itself. That is the "hard right" vs "woke left" battle. You are mere bystanders to that conflict.

Meanwhile there is one thing that is true now and will be true in the future: the respect Indians command world-wide will substantially depend on the fortunes of India herself. If India remains poor, the woke left will give us moral lectures with pity and the hard right, different moral lectures with scorn ("hellhole") and we must not confuse either with respect.

Respect in today's world, along with prosperity and security, comes from one source: a nation's technological prowess. India produces sufficient brain power to achieve that prowess but alas we exported so much of that talent, particularly to America. As we develop that prowess in India, our civilisational strength will assert itself.

As difficult as it is for many of you to contemplate this, please come back home. Bharat Mata needs your talent. Our vast youthful population needs the technology leadership you gained over the years to guide them towards prosperity. Let's do it with a missionary zeal.

Respectfully
Sridhar Vembu

[Hemanshu Shukla @tohemanshu]

When management puts skin in the game, it’s worth paying attention.

Promoter stake in Gayatri Rubbers & Chemicals (GRCL) now ~73.83% after fresh open-market buying.

Strong order visibility (Indian Railways), clear FY28 targets, and a niche rubber manufacturing play.

Order visibility improving, Railways traction building, and FY28 targets clearly articulated.

#GayatriRubbersAndChemicals #ConfideLeapPartners #GRCL #RubberIndustry #RailwayInfrastructure

[Sagar Halbe @sagarhalbe]

Gayatri Rubbers & Chemicals
#GRCL
Great H1'26 numbers reported -
Revenue up by 27% to 17.33Cr
PAT up by 107% to 2.63Cr
Extremely bullish commentary by the management (who are normally very conservative)
Also announced 4Cr+ order from India railways today!
Disc - invested

[Cricketopia @CricketopiaCom]

One of the best mimicry of Indian cricketers 😁

Wait for Harbhajan Singh and Irfan Pathan 😂

Cc @IrfanPathan / @harbhajan_singh /@virendersehwag

[Nitin Verma @itsnitinverma]

#Rangoli
#Diwali2025 #Diwali
#HappyDiwali
#MyRangoli
#MuhuratTrading
#StockMarket

Just finished making it

[Indian Tech & Infra @IndianTechGuide]

🚨 Travellers can now win a ₹1,000 FASTag recharge by reporting dirty toilets at NHAI toll plazas via the RajmargYatra app—offer valid till Oct 31, 2025.

[Nitin Verma @itsnitinverma]

Mind boggling news by GreenHitech Ventures Ltd (GVL)💥🎉

GVL now produces ETHANOL from BAMBOO. 😲
Yes you read it right - > From Bamboo (baans🪵😄)

GVL's subsidiary Tritech has won the O&M contract to run the ethanol plant from Numaligarh refinery in Assam.

It was inaugurated by none other than the respected Prime Minister of India @narendramodi sir. 👌✅🙏

They have already done the dispatch of the first batch of ethanol produced from bamboo. Wow !

Also on a separate news , the company has opened a new office in Noida. ✅👌

I was more interested in the Tyre recycling story of Greenkashi Bio but this bamboo to ethanol story has come out of the syllabus and it is a really big one 🤩🤯

@nitin_gadkari Sir,
You have a new green way to produce ethanol now.
No need for sugar plants and face problems associated with them.
Bamboo is available everywhere and that too almost free.

Kudos to GVL management 🫡

#BambooToEthanol
#GVL
#TritechIndustrial
#GreenHitechVentures

[Sagar Halbe @sagarhalbe]

@AgnikulCosmos @srinathr155 @moin_spm @satchakra_iitm @iitmrp @IITMIC @startupindia @tdbgoi @IndiaDST Fantastic achievement Team @AgnikulCosmos. Cant wait to see our first commercial launch. All the very best! 👍

[Vijay Kedia @VijayKedia1]

There are many 'Gensol'still hiding in the cupboard—waiting to tumble out with time. Let’s hope it’s not too late by then.
10 Red Flags That Scream Before a Scam.
It’s wiser to be wary of companies that:

1. Talk big and overpromise
2. Maintain constant media presence — through news coverage, hyperactive social media posts, and endless interviews
3. Magnify even the smallest developments
4. Raise funds frequently without clarity on deployment
5. Diversify into unrelated businesses just to ride trending narratives
6. Overuse flashy buzzwords to sound innovative without real substance (e.g., “AI-powered,” “next-gen,” “disruptive”etc )
7. Flaunt lavish promoter lifestyles that don’t match company performance
8. Have high levels of promoter pledging
9. Face frequent exits of key personnel (CFOs, auditors, CXOs)
10. Engage in excessive related-party transactions

And yes — there may be more red flags beyond this list. Stay curious. Stay cautious. ⚠️ 📢
#investing #investor #StockMarket #shares #sharemarket