Shiv

Investor !!! SME !!! Nano and Microcap !!! Not A SEBI Registered !!!

[Shiv @shivs_15]

Updated list of companies I’m currently holding and tracking 👇
1. Millworks
2. Sunita Tools
3. Prizor
4. Purple
5. AJC
6. ESDS
7. E2E
8. MV
9. Vivid
10. Shree Ref.
11. Susan
12. Unihealth
13. LT
14. Zelio
15. ABH Health

[Shiv @shivs_15]

➡️Key execution risk: Capacity expansion is far ahead of current volumes; the business needs strong volume growth to justify the capital deployed.

Not a buy/sell recommendation
#zelio

[Shiv @shivs_15]

Zelio E-Mobility: AGM Key Points

➡️FY26 was strong: Revenue ₹313.7 Cr, EBITDA ₹38 Cr (~12.1%), PAT ₹28.4 Cr.
➡️Capacity has scaled aggressively: ~72k → ~2.4 lakh units/year, but FY26 volume was only ~70k units, so near-term utilisation remains low.

[Shiv @shivs_15]

➡️Growth optionality: High-speed scooters, Tanga e-3W, exports and expansion from 400+ dealers provide multiple growth avenues.
➡️Big capital raise: ~₹168 Cr preferential issue at ₹853/share, plus ~₹84 Cr promoter warrants. This gives the company substantial growth capital.

[Manoj Sharma❤️🇮🇳🚀 @ManojSh52935210]

🚨 Amtech Esters — New Manufacturing Plant Update

Amtech Esters Ltd. has commenced trial production at its new manufacturing plant in Asoda, Haryana. 🏭

🔹 Installed capacity: 4,800 MTPA of Unsaturated Polyester Resins (UPR)
🔹 Total resin capacity to increase from 2,960 → 7,760 MTPA
🔹 Capacity addition: ~2.6×
🔹 Plant funded through internal accruals
🔹 Commercial operations expected to further strengthen the company’s manufacturing scale.

A meaningful capacity expansion that could support the company’s next phase of growth. 📈

#AmtechEsters #AMTECH #SME #SmallCap

[Shiv @shivs_15]

Amtech Esters: Trial production has commenced at its new 4,800 MTPA UPR plant in Haryana, taking total resin manufacturing capacity from 2,960 MTPA to 7,760 MTPA (~2.6×). The expansion is funded through internal accruals. 🚀

#amtech

[Shiv @shivs_15]

➡️ Long-term ₹500 Cr peak revenue potential is being discussed, but depends on phased expansion and future capital raising
➡️ Key concerns: working capital, government receivables, capital requirements, facility execution & potential dilution

Not a buy/sell recommendation

[Shiv @shivs_15]

Avience Biomedicals | Recent Call — Key Points 🧵

➡️ FY26 Revenue ₹52.5 Cr with PAT of ₹8.75 Cr; EBITDA margin ~28%
➡️ 117 CDSCO-approved products, with ~200 additional products under application
➡️ FY27 management target: ~60% revenue growth; FY27–28 revenue target of ₹165Cr

[Shiv @shivs_15]

➡️ Business mix targeted to shift from 65:35 trading/manufacturing toward 50:50, potentially strengthening the manufacturing base
➡️ ₹47 Cr PSU order remains largely unexecuted, with execution dependent on advance payment and facility readiness

[Shiv @shivs_15]

Purple — trading at around 14–15× FY27E PE. 🔥🚀

looks like there’s a lot of value left.
Let the market decide.

#purple

[Shiv @shivs_15]

🧵 PURPLEUNITED — Purple United Kids

FY26 Revenue: 170.6 Cr
PAT: 15.2 Cr

H1 FY27 (5 months):
Revenue: 100 Cr (+120% YoY)
H1 FY27 : 120 Cr

📊 FY27 Estimate
Historically, ~35-40% revenue comes in H1 and ~60-65% in H2:

[Shiv @shivs_15]

➡️ EBITDA margin declined in H2 FY26; 100% imported cells and China dependence remain important monitorables

📌 Key monitorables: Duhai ramp-up, ESS/3W traction, EBITDA margins,working capital, funding/dilution & execution of the large capex plans

Not a buy/sell recommendation

[Shiv @shivs_15]

MaxVolt | Recent Call — Key Points 🧵

➡️ FY26 Revenue ₹296.7 Cr —+176% YoY; EBITDA ₹35.6 Cr with ~12% margin
➡️ H1 FY27 revenue is around ₹236 Cr
➡️ ₹150 Cr order book
➡️ E-scooter battery packs contribute~73% of revenue, with ESS showing strong growth from a smaller base

[Shiv @shivs_15]

➡️ 10 GWh mega-plant planned in two phases, involving ~₹700 Cr capex and significant long-term revenue potential
➡️ ICAT L5 approval opens the door to the electric 3W segment
➡️ Battery recycling subsidiary MaxVolt ReEarth plans a 7,600 MT/year facility at Auraiya

[Shiv @shivs_15]

@ApurvBajpazk9o Let’s wait for some positive development, results, or any meaningful update from the company.
Expecting a good set of results. Let’s see how the business performs. 🤞

[Shiv @shivs_15]

Excellent update from Purple United Sales Ltd! 🚀

H1FY26: 61 cr
H1FY27: 124 cr
Growth of more than 100% YoY.

[Shiv @shivs_15]

🧵 PURPLEUNITED — Purple United Kids

FY26 Revenue: 170.6 Cr
PAT: 15.2 Cr

H1 FY27 (5 months):
Revenue: 100 Cr (+120% YoY)
H1 FY27 : 120 Cr

📊 FY27 Estimate
Historically, ~35-40% revenue comes in H1 and ~60-65% in H2:

[Shiv @shivs_15]

@ApurvBajpazk9o No major update on Anondita as of now.
Traders are active in the stock, without any meaningful business update or positive announcement from the company, it may be difficult for the price to sustain an upward move.

[Shiv @shivs_15]

List 4 (40/40) 👇

31. Akiko
32. Shanti Inorganics
33. KVS Castings
34. OBSC Perfection
35. Recode
36. Highness Microelectronics
37. Metalic Technoforge
38. Q-Line
39. Yash Highvoltage
40. Msafe

Keep a track of these.
👀Not a buy/sell recommendation

[Shiv @shivs_15]

List 3 (30/40) 👀

21. Maxvolt
22. Taurian
23. Sahasra
24. Utssav
25. VPAL
26. TIPCO
27. Esconet
28. Apsis
29. V-Marc
30. EPW

Keep a track of these. 👀
Not a buy/sell recommendation

[Shiv @shivs_15]

➡️ BIS certification for the new facility remains an important milestone for discom-specific approvals

📌 Key monitorables: Plant commissioning, HT ramp-up, revenue growth, margins, receivables, debt/capex funding & BIS approval.

Not a buy/sell recommendation.
#Bhadora

[Shiv @shivs_15]

Bhadora Industries | Recent Call — Key Points 🧵

➡️ FY26 Revenue ~₹125 Cr; PAT remained around ₹10 Cr
➡️ ₹100 Cr order book, with ~85% from private customers and ~15% government
➡️ FY27 revenue guidance: ₹210–225 Cr, implying strong growth from FY26 levels

[Shiv @shivs_15]

➡️ HT cables expected to contribute ~25–30% of FY27 revenue
➡️ New demand opportunities emerging across railways, metros, data centres & renewables
➡️ Exports being explored across Africa, Nepal and UAE