Shailesh Vora

[Shailesh Vora @smvora007]

@Deborah81448982 That reasoning shown appears logical so far in context

[Shailesh Vora @smvora007]

@R54181550 This detail noted appears logical based on this after reading this

[Shailesh Vora @smvora007]

@iup6kBrZrOb3G5d Online rethinking quiet 😐

[Shailesh Vora @smvora007]

@BiswasKabeer This angle discussed appears sound at this stage when looking at it closely

[Shailesh Vora @smvora007]

@SatyamShreshth Gliding far familiar public inside rough durable

[Shailesh Vora @smvora007]

@SegouffinC Online inside tense brief quiet neutral

[Shailesh Vora @smvora007]

这篇文章讨论了社会责任在现实中的应用📚，并给出一些合理的建议。

[Shailesh Vora @smvora007]

@Tmm76190315 The idea mentioned sounds thoughtful at the moment on reflection

[Shailesh Vora @smvora007]

@crstbvl Complex evaluating offline early hidden

[Shailesh Vora @smvora007]

@CreampedMuffin This statement here feels aligned as I understand it when viewed this way

[Shailesh Vora @smvora007]

@roshniaaa90 This point discussed holds together right now when looking at it closely

[Shailesh Vora @smvora007]

@menheranaosu_ This viewpoint seems consistent in general after thinking it through

[Shailesh Vora @smvora007]

@NarzarySonit That consideration appears sound so far after reading this

[Shailesh Vora @smvora007]

本文主要分析未来趋势的影响，并📌给出一些合理的建议。

[Shailesh Vora @smvora007]

@CryptoNobler 🫘😪🤺

[Shailesh Vora @smvora007]

@InvestwitDinesh 🥳🆕🥀

[Shailesh Vora @smvora007]

这篇文章讨论了知🌱识学习方式的发展过程，从而帮助读者更好理解🪄这个问题。

[Advait Arora @WealthEnrich]

This smallcap power equipment manufacturer (₹3,800 Cr mcap) is at value buy zone levels:
Sales grew 54% CAGR, profits 150% CAGR over 5 yrs. Stock crashed 46% from ₹6,100 to ₹3,300. P/E has compressed to 20x vs median over 33× (40% below historical avg). EPS at ₹47 kept climbing during the fall. Valuation are very comfortable now. When high-growth companies correct heavily but earnings stay strong, smar money should start paying attention. This comonay is that exact phase, let's check the details :

In the last 5 years, average sales growth of 54% & profit growth of 151% has transformed the scale of the business, with revenues rising from under ₹120 crore to over ₹700 crore TTM, while profitability expanded much faster than topline.

• Operating margins that once hovered in single digits have steadily moved to 30–31%, showing pricing power, operating leverage, and better product mix rather than one time benefits.

• Return ratios are exceptional for a cap good manufacturer, with ROCE at 71% & ROE near 53%, reflecting disciplined capital allocation and efficient asset usage.

• The balance sheet is debt free, with interest coverage above 500 times, giving flexibility across cycles and removing balance sheet risk entirely.

• Valuation has meaningfully reset, with the stock trading at around 21x earnings, below its 10 year median P E of ~34x and also below the broader industry average near 28x.

• PEG ratio stands at 0.18, suggesting growth expectations are still not fully priced in despite the recent correction.

• Asset intensity remains low, with gross block under ₹80 crore, while sales and profits continue to scale, highlighting an execution focused and capital efficient model.

• Product portfolio spans power, distribution, electronics and telecom transformers, with capacity coverage from 5 KVA to 3,000 KVA & power transformers up to 15 MVA, serving utilities, industries, and infrastructure players.

• Entry into ferrite transformers aligns the business with electronics manufacturing & energy transition demand, expanding relevance beyond traditional transformer cycles.

• Quarterly momentum remains strong, with recent YoY sales growth of ~31% & profit growth of ~40%, indicating no visible slowdown in core demand.

• Cash flows from operations have improved sharply over the last two years, supporting growth without equity dilution or leverage.

• Promoter holding remains healthy above 62%, despite a small recent dip, while institutional ownership is gradually increasing.
• The recent price correction has largely compressed valuation multiples, not earnings, bringing the stock into a technically strong support and accumulation zone.
• In an environment where power, grid upgrades, renewables & electronics manufacturing are long duration themes, such execution led businesses tend to re rate again once expectations reset.

Folks, Stories like these are solid opportunities & do demand close tracking. When fundamentals stay strong & valuations turn reasonable, value starts appearing which can potentially create serious wealth !

#StockToWatch #Smallcap

[Shailesh Vora @smvora007]

@RailwaySeva @DRMBRCWR We are now reaching towards our final destination to Baroda but this time was experienced not well

[Shailesh Vora @smvora007]

@IRCTCofficial @RailMinIndia
20904
Coach no. B2
Date :- 24 oct 2025
Kindly note that we lodge AC cooling complaint twice on given no. Complaint was not solved. Coach was feeling suffocated.