I am using X to document my findings for benefit of me and my fellow investors. I can be wrong and deserve the right to misread the data. Always verify information and assume everything is for study purpose. Strictly No recommendations.
Our political movement has achieved a milestone, with over 10 lakh leaders registering within just 10 hours. This extraordinary response is a powerful reflection of the growing belief in our shared vision and collective mission.
I extend my heartfelt gratitude to every individual who has placed their trust in this movement.
https://t.co/ZCljDx3Zgu
"We are going to start the movement through https://t.co/rzLO9OfzqL, APJ Abdul Kalam centre for ethics and policy will train our youths for elections."
- Annamalai
📌 Shree Refrigerations Ltd informed the exchange about two purchase orders total amounting to ₹2,54,83,281.65 from Mazagon Dock Shipbuilders Limited for the supply of OBS Spare and B & D Spare for AC Plant and FCU Repair, maintenance & installation. Execution and delivery shall be carried out in distinctive timelines of 12 months from the date of PO and 7th June 2027 respectively. #SME #SHREEREF 🚢🛠️
#SME#AdisoftTechnologies#Adisoft
Adisoft Technologies H2 FY26 Earnings Call Highlights
👉 FY27 & Future Outlook
▫️ 25% top-line growth targeted for FY27, with further acceleration to >30% in FY28 once the new Pune facility ramps up in H2 FY27. (In answer to Hem Securities question)
💠 New 70,000 sq ft manufacturing facility (on 30,000 sq ft plot in Bhosari, Pune) on track: basement + ground + first floor ready by Sep/Oct 2026 for production shift; full integration (design, software & manufacturing teams) by March 2027.
💠 Peak revenue potential with the new facility: ₹650–700 Cr. Achievable over next 4-5 years.
💠 PAT margins expected to sustain at 13–14% and improve further through repeat orders, operational efficiencies and higher-value solutions.
💠 Auto currently ~80% of revenue; management actively diversifying (target 60–65% auto share) by hiring sector specialists and leveraging existing data/integration expertise.
💠 Exports momentum building — following Indian OEMs overseas and preparing for independent orders; healthy customer enquiries and rising adoption of automation solutions.
👉 Current Order Book / Projects and Future Pipeline
▫️ Order book as on 1 April 2026: ~₹40 Cr (3–4 month execution visibility, typical project cycle).
💠 Healthy pipeline of RFQs and negotiations; management confident of meeting FY27 growth targets.
💠 New facility will enable larger, more complex turnkey projects (average new-shop order value ₹2.5–10 Cr).
💠 H2 seasonality to continue (typically 60–70% of annual revenue in H2).
💠 Repeat-order momentum in automotive and early traction in non-auto segments (pharma, white goods, printing) expected to support steady order inflow.
👉 Other Notable Points
▫️ Working capital & balance sheet:
💠Trade receivables elevated at year-end (~₹82 Cr) due to heavy Jan–Mar billing; ~₹28–29 Cr collected post-March.
💠Average collection period 45–60 days.
💠Debt position comfortable; target debt-free status in the next couple of years.
▫️ Competitive edge / Right to win:
💠End-to-end in-house solutions integrating IT/ERP systems with shop-floor automation (traceability, vision systems, production control).
💠Niche focus reduces direct competition; repeat deployments drive margin expansion. All design, engineering and IT capabilities in-house.
▫️ Capacity & capex: Current facility at peak utilisation; new factory addresses space and manpower constraints for scalable growth.
Thousands of Africans seeking to study, work, visit or migrate to the United States could soon face longer journeys and higher costs after Washington unveiled plans to drastically reduce the number of embassies and consulates processing visa applications across the continent.
https://t.co/2IRlFgVIrn
One big lesson I’ve learnt over the years:
Always buy based on your own research, not borrowed conviction.
When a stock falls, your research helps you decide whether to add, hold, or exit.
But if your conviction is borrowed from someone else, you’ll go completely blank when things go wrong.
The best conviction is the one you build yourself.
DIGI LOGIC FY26 ANNUAL RESULTS. H2FY26 RESULTS. Rs. 113 was at 57p/e. Now 32 x👍
Recent IPO. A bit tough segment with less scaling opportunity unless company moves to supply of systems and components, instead of just test equipment. Rs.51Cr IPO funded capex is ongoing. Expect Trials in Q4 Fy27. (This capex is again for test equipment / environment test for products which otherwise was being outsourced. May be some changes will happen)
H2 FY26 Vs.H1 FY26
REV:Rs. 60Cr Vs Rs. 18Cr 👍 (Growth over very low H1 number)
PAT:Rs. 8.5Cr Vs Rs. 1.9Cr👍
FY26 Vs FY25
REV:Rs. 78Cr Vs Rs. 72Cr👍
PAT:Rs. 10.4Cr Vs Rs. 7.8Cr👍
DIGI LOGIC SME IPO was in JAN2026 at Rs.104 at 53p/e .
👍RECODE STUDIOS FY26 ANNUAL RESULTS. H2FY26 RESULTS. Rs. 202 was at 21.8p/e. Now 19.4x👍
VERY GOOD NUMBERS considering Co has reported 55Cr for 9 months in the RHP.
Company has variety of products in different skin/ hair and body care segments with good earnings
H2 FY26 Vs.H1 FY26
REV:Rs. 43Cr Rs. Vs Rs.37Cr👍
PAT:Rs. 6Cr Vs Rs. 5Cr👍
(May Compare with H2FY25 Rev=Rs. 29Cr & PAT=Rs. 3Cr )
FY26 Vs FY25
REV:Rs. 80Cr Vs Rs. 48Cr👍
PAT:Rs. 11Cr Vs Rs. 3Cr👍👍
RECODE SME IPO was in MAY 2025 at Rs.158 at 17p/e .
👍APSIS AEROCOM FY26 ANNUAL RESULTS. H2FY26 RESULTS. Rs.296 was at 55p/e. Now 47.5 x👍
SMALL MACHINING COMPANY. RESULTS OKAY. BUT VALUATION HIGH considering scope and scale of work
It is a precision machining unit working on very small components including special nuts and bots for OEMs working on Defense and Aero. There is 27Cr capex planned as per IPO dox. May take 1 year to complete
It is a precision machining unit working on very small components including special nuts and bots for OEMs working on Defense and Aero. There is 27Cr capex planned as per IPO. May take 1 year to complete
H2 FY26 Vs.H1 FY26
REV:Rs. 17Cr Rs. Vs Rs. 13.7Cr👍
PAT:Rs. 4.24Cr Vs Rs. 3.12Cr👍
(May Compare with H2FY25 Rev=Rs. 9.6Cr & PAT=Rs. 2.99Cr )
FY26 Vs FY25
REV:Rs. 30.8Cr Vs Rs. 20.5Cr👍
PAT:Rs. 7.5Cr Vs Rs. 6.6Cr👍
SME IPO was in March 2026 at Rs. 110 at 21p/e .
📌 Transteel Seating Technologies Limited informed the exchange about its approval for the financial results for the period ended March 31, 2026. #SME#TRANSTEEL 📄🧾
#Kore#KDL if ever there was a company in a thick of hype and counters it was this company. Results prove its was not worth any of that seen in 2024 early 2025.
#Krishca nice stable earning company, I still remember the Euphoria and hype when this company listed. So a new learning for us, forget the hype around listing wait for 1 annual numbers and take your own call. Will avoid lot of hype companies this way.
📌 Krishca Strapping Solutions Limited informed the exchange about its approval for the financial results for the period ended March 31, 2026. #SME#KRISHCA 📄🧾