CA. Surendra Reddy

CA | NISM certified RA | Investor | Active Investing | Investing in Small & Microcap | Sebi unregistered | Views are educational purposes and not recommondatory

[CA. Surendra Reddy @surendrareddyca]

Do the Indian politicians have any brains?

India struggling to get foreign investments and funds.

Meanwhile,

Nirmala ji said "we don't need FII and Indian retailers will absorb the shock" - we as Indians facing hard times from that.

Now it's time for Devendra ji.

I don't know what happened to these people and what their advisors are doing.

Totally nonsense.

[CA. Surendra Reddy @surendrareddyca]

@LearningEleven The risk Elon takes and countless efforts are highly impossible for most of the people.

He is the exceptional one.

[CA. Surendra Reddy @surendrareddyca]

@BaluGorade It happens for me many times

[CA. Surendra Reddy @surendrareddyca]

@cryptomanran Around 11:30pm

[CA. Surendra Reddy @surendrareddyca]

@alphaaffairsf2f I am just worried about their input costs suck the margins in Q1

let's see how they will post the results

[CA. Surendra Reddy @surendrareddyca]

Once upon a time @elonmusk sir about to bankrupt while experimenting with this project!

Now the same project made him the first Trillionaire in the world!!!

The power of taking risks at the right time, continuous efforts and strong mindset to achieve goals matters anything else.

[Vineeth K @DealsDhamaka]

IPO of SpaceX - just one company in the US is expected to list at $2.4 Trillion..!!

To put things into perspective, total Indian Stock Markets Cap is $4.8

Imagine the scale and size 🐦‍🔥

[CA. Surendra Reddy @surendrareddyca]

You are comparing a space related company with a grocery shop.

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

SpaceX valuation: $1.8 TRILLION
Walmart valuation: $920 BILLION

SpaceX revenue: $18 BILLION
Walmart revenue: $713 BILLION

[CA. Surendra Reddy @surendrareddyca]

FY2026 Revenue = 583cr
FY2027 Revenue guidance = 1200cr on conservative approach

Last year only 2 fleets operated and 3rd fleet added in the month of March.

Going forward, 3 fleets to be operated full year and

4th and 5th fleets will contribute additional revenues from Jan 2027 onwards.

[CA. Surendra Reddy @surendrareddyca]

#Afcom

[CA. Surendra Reddy @surendrareddyca]

#Afcom

[Shreenidhi P @nid_rockz]

Concall pointers:
12/6/2026

Afcom Holdings (#Afcom)
SRM Contractors (#SRM)

Afcom Holdings
#Afcom
Margins will improve in FY27
More short route trips in Q4FY26
Conservative guidance of 100% growth in FY27 over FY26 with better margins

SRM Contractors
#SRM
#SRMContractors
Consolidated Orderbook at 3000cr as on date
Expects another 400-500cr addition by June-July
6000cr pipeline
1700cr revenue target for FY27 with OPM at 16-18%
Will continue to maintain book to bill at 2x

[CA. Surendra Reddy @surendrareddyca]

#ShilpaMedicare
Shilpa Medicare

New acquisition of Gate2Brains, developing peptide-based delivery systems that transport therapeutics across the blood-brain barrier for the treatment of central nervous system diseases.

[Shashank Dogra @Shashank1171]

One big speculative issue of promoter selling addressed. Target promoter holding floor 28%, current holding 30%. Brings in clarity that only 2% of float at risk. Algos will price this info very fast and hedge orders assuming this sell order can come any time in euphoria! Many big hands sitting on sidelines would find this comforting. https://t.co/HhJy7Xo3sq #MTARTECH

[CA. Surendra Reddy @surendrareddyca]

@mayankbang74098 Invest in PMS.

[CA. Surendra Reddy @surendrareddyca]

Tragedy for PMS investors!!

No returns and heavy charges from left, right and centre.

[Amarnath Shivashankar @Amara_Bengaluru]

AUM of 12000 cr in June 2023 to an AUM of 2500 cr in May 2026 is the real Sankatkaal sir.

Saurabh Mukherjea says we are in Sankatkaal but his PMS clients have been in Sankatkaal ever since they gave their money into the hands of Marcellus Investment Managers.
His main Scheme Consistent Compounders Portfolio benchmarked against Nifty 50 fell short of even Nifty 50 returns over 1 year, 2 years, 3 years, 5 years, and since Inception. So are his other schemes.
His client base fell from 7000 clients to 2133 clients in last 30 odd months.
AUM fell from a massive 10000 cr to 2515 cr in the last 30 months. Marcellus has seen negative net flows every month.
He is an amazing salesman but clients have seen through his inability to generate returns.

Our Media houses dont question him because they need each other to scratch each other’s back. Its a shame. Retail Investors must be extremely careful when we have such a scary ecosystem built by incapable fund managers and media houses.

[CA. Surendra Reddy @surendrareddyca]

Excellent compilation and good quality stocks!

[Sekhar @LearningEleven]

The past 8–9 weeks have been exceptionally rewarding for small and mid cap investors. However, if market volatility returns and the correction gathers pace, these are ten themes worth keeping on the radar.

That said, many of the stocks within these themes have already rallied significantly and may not be available at reasonable valuations. The price at which one is comfortable investing is a personal decision and should be backed by independent research and due diligence.

1. CDMO/Specialty Pharma - Sai Life, Laurus Labs, Shilpa Medicare, Gland Pharma (In the middle of a multi-year earnings cycle)

2. Recycling - Gravita (Consistent compounding theme, incremental capacities to help, plus copper foray)

3. Electrification - Quality Power, Atlanta Electricals, Yash Highvoltage, Hindusthan Insulators & Industries

4. Growth Theme - Timex, DEE Development, Prizor Viztech, SBCL

5. Precision Engineering (expensive bucket) - Sansera Engineering, Omnitech Engineering, Sedemac and OBSC Perfection

6. Image makeover - Fineotex Chemical (The CrudeChem slingshot), PVP Ventures (Real Estate to Healthcare), Viyash Scientific ("the next big thing") and NPST (international aspiration)

7. Tier 2/3 Pharma - Sakar/Sudeep/Kwality Pharma/Venus Remedies

8. Exports Bucket - Garware Hi Tech and Goldiam

9. Logistics - Aegis Logistics

10. Defence - Apollo Micro and Paras Defence

Disclaimer: Not a buy or sell recommendations. Shared for further research and study.

[CA. Surendra Reddy @surendrareddyca]

#KRN

Yesterday promoters sold

Even Mukul bhai reduced stake

[CA. Surendra Reddy @surendrareddyca]

@KPaNi_21 @yskanth Isobutanol

[CA. Surendra Reddy @surendrareddyca]

Diesel lo kuda "isobutanol" add chestunnaru

Ethanol E20 annaru, petrol pumps lo entha mix chestunnaro evariki clarity ledu, poni density aina check cheskundam anukunte...

Monnatiki monna edo petrol pump lo 75ltrs fill chesaranta, world lo ee car ki 75ltrs tank undadu.

Petrol meter reading ne tamper chestunna varitho density gurinchi em matladatham

[CA. Surendra Reddy @surendrareddyca]

@DealsDhamaka Don't worry, they will again start by evening 😂😂

Nowadays, it's very common to announce peace deals and again launch missiles.