Triple Arrow Capital

We track 300 SME companies and filter the finest 20 high quality & high growth investable ideas with strong MOAT
Check pinned tweet for SME equity reports.

[Triple Arrow Capital @Triplearrowcap]

Recapping our highest SME conviction ideas derived by going through almost 150 SME results last quarter that we covered on this page till now: (many more in the pipeline)

Use this weekend well, study and watch video, you will definitely learn something. (bookmark it)
Video explainer + equity reports on SME companies 👇

1. Sacheerome ltd
-Moat: Only indian company in Flavours and fragrances manufacturing with rock solid financials
-Video explainer: https://t.co/wmTU61gVdL
-Equity report: Releasing Sunday

2. Neetu Yoshi ltd
-Moat: RDSO CLASS 'A' approval (highest certification in railways) to manufacture safety critical components.
-Video explainer: https://t.co/wYJAwCS9NW

3. Yash highvoltage
-MOAT: Biggest bushings (mission critical) manufacturer in India used in transformers, use to be imported before yash started making. Growth guidance of 40% cagr for next 4 yrs
Equity report link: https://t.co/NgpPvp5pjk

4. Indo smc
-MOAT: Built on high technical barriers to entry and strong government vendor approvals for enclosure boxes for smart meters
-Equity report link: https://t.co/zLVuFY3EJd

5. Techd cybersecurity
-MOAT: Tailwind through DPDP bill passed by government and guidance of 70% organic growth
-Equity report link: https://t.co/3yYRkG0KPg

6. Flysbs Aviation ltd
-MOAT: Only listed private charter operating asset light model with fantastic financials and huge growth runway
Equity report link: https://t.co/UMJbAm0oAj
Video Explainer: https://t.co/q83kPZeUZk

7. Msafe equipments ltd.
-MOAT: There scaffolding rental model giving them 40%-60% margins and growth guidance of 70% with ocf positive numbers
-Equity report link: https://t.co/5WHnhiAFgu
-Video explainer: https://t.co/W0pahDfSdd

8. Shree Refrigeration ltd.
-MOAT: They hold 3 certifications which makes high entry barriers to apply for HVAC defence tenders
-Video explainer: https://t.co/PQEzq7Sjpk

9. KSH International ltd
-MOAT: Largest exporter of specialised magnet winding wires + high entry barriers and long approval cycle
-Video explainer: https://t.co/lQsQKDgYxL

9. Sacheerome ltd
-Moat: Only indian company in Flavours and fragrances manufacturing with rock solid financials
-Video explainer: https://t.co/wmTU61gVdL
-Equity report: Releasing Sunday

10. Apsis aerocom ltd
-Moat: AS9100D and ISO 9001:2015 quality management certifications for manufacturing precision safety critical components for defence, aerospace, healthcare industry. 40% ebitda margins
-Post brief: https://t.co/Tm5MxZHHmI
-Video explainer: coming soon

#sme #ipo #ipoalert #Multibagger

[Triple Arrow Capital @Triplearrowcap]

Initiating Coverage: Precision engineering gem listed on SME board with 60% growth guidance

Name of the company: Apsis Aerocom Ltd

The company manufactures high-precision machined components for aerospace, defence and healthcare applications. These components support complex systems used in aircraft, defence communication equipment and medical diagnostic devices.

MOAT: High entry barriers through AS9100D certification and aerospace-grade manufacturing standards.

-Debt free B/s
-Promoter holding 73%
-P/e 63x
-Yoy quarterly sales growth 78.5%
-Yoy quarterly profit growth 41.8%
-Return on equity 25%
-Ebitda margins 39% (extremely strong)
-PAT Margins 25%
-Ocf positive 7cr
-Growth guidance for Fy27 is 60% (48cr)
-Ebitda Guidance 37%-40% (absolutely great)
-New Facility 2x of existing one live in july
-Targeting 500cr revenue in 5yrs, currently at 30cr

-Watch out for detailed explainer video. Wanted to wait for valuation comfort but stock is in constant circuit

-Look what management said on con-call👇

#apsisaerocom #multibagger

[Triple Arrow Capital @Triplearrowcap]

@xvi_harley @meetcrazydude Exactly my take on this. I am sure they will not be stopping now, new sets of demands are loading. They all are political stooges and now will be peddling there own agenda.

[Triple Arrow Capital @Triplearrowcap]

@Akash17971 Learning from you brother 🙂

[Triple Arrow Capital @Triplearrowcap]

@investor_sr33 Protests will not stop, some another demand or reason will pop-up. People occupying the streets are political people, they will peddle there own agenda now.

[Triple Arrow Capital @Triplearrowcap]

@InvestorOfJAMMU If protest site is not emptied in next one day, Police is ready to beat the shit out of everyone. They got what they wanted but I am sure they will not be emptying streets due to peddling there own political agendas.

[Triple Arrow Capital @Triplearrowcap]

@MithunSarkari @PulkitA30298377 Definitely will read. There are two SME gems from water management theme which have exploded due to tailwinds in this sector:
1. Effwa infra
2. Apex ecotech

[Triple Arrow Capital @Triplearrowcap]

@PulkitA30298377 @MithunSarkari Every con-call is incomplete without throwing random jargons like Ai, automation, tech enabled services 😂

[Triple Arrow Capital @Triplearrowcap]

@RakJhun Here is the detailed equity report on Indo SMC

https://t.co/cA0RjIbRzm

[Triple Arrow Capital @Triplearrowcap]

@ashishca13 It is well know only because you are very much active sir, but if you go and see there are not even 1000 shareholders in some companies. And we majorly focus on newer IPO’s

[Triple Arrow Capital @Triplearrowcap]

Recapping our highest SME conviction ideas derived by going through almost 150 SME results last quarter that we covered on this page till now: (many more in the pipeline)

Use this weekend well, study and watch video, you will definitely learn something. (bookmark it)
Video explainer + equity reports on SME companies 👇

1. Sacheerome ltd
-Moat: Only indian company in Flavours and fragrances manufacturing with rock solid financials
-Video explainer: https://t.co/wmTU61gVdL
-Equity report: Releasing Sunday

2. Neetu Yoshi ltd
-Moat: RDSO CLASS 'A' approval (highest certification in railways) to manufacture safety critical components.
-Video explainer: https://t.co/wYJAwCS9NW

3. Yash highvoltage
-MOAT: Biggest bushings (mission critical) manufacturer in India used in transformers, use to be imported before yash started making. Growth guidance of 40% cagr for next 4 yrs
Equity report link: https://t.co/NgpPvp5pjk

4. Indo smc
-MOAT: Built on high technical barriers to entry and strong government vendor approvals for enclosure boxes for smart meters
-Equity report link: https://t.co/zLVuFY3EJd

5. Techd cybersecurity
-MOAT: Tailwind through DPDP bill passed by government and guidance of 70% organic growth
-Equity report link: https://t.co/3yYRkG0KPg

6. Flysbs Aviation ltd
-MOAT: Only listed private charter operating asset light model with fantastic financials and huge growth runway
Equity report link: https://t.co/UMJbAm0oAj
Video Explainer: https://t.co/q83kPZeUZk

7. Msafe equipments ltd.
-MOAT: There scaffolding rental model giving them 40%-60% margins and growth guidance of 70% with ocf positive numbers
-Equity report link: https://t.co/5WHnhiAFgu
-Video explainer: https://t.co/W0pahDfSdd

8. Shree Refrigeration ltd.
-MOAT: They hold 3 certifications which makes high entry barriers to apply for HVAC defence tenders
-Video explainer: https://t.co/PQEzq7Sjpk

9. KSH International ltd
-MOAT: Largest exporter of specialised magnet winding wires + high entry barriers and long approval cycle
-Video explainer: https://t.co/lQsQKDgYxL

9. Sacheerome ltd
-Moat: Only indian company in Flavours and fragrances manufacturing with rock solid financials
-Video explainer: https://t.co/wmTU61gVdL
-Equity report: Releasing Sunday

10. Apsis aerocom ltd
-Moat: AS9100D and ISO 9001:2015 quality management certifications for manufacturing precision safety critical components for defence, aerospace, healthcare industry. 40% ebitda margins
-Post brief: https://t.co/Tm5MxZHHmI
-Video explainer: coming soon

#sme #ipo #ipoalert #Multibagger

[Triple Arrow Capital @Triplearrowcap]

Initiating Coverage: Precision engineering gem listed on SME board with 60% growth guidance

Name of the company: Apsis Aerocom Ltd

The company manufactures high-precision machined components for aerospace, defence and healthcare applications. These components support complex systems used in aircraft, defence communication equipment and medical diagnostic devices.

MOAT: High entry barriers through AS9100D certification and aerospace-grade manufacturing standards.

-Debt free B/s
-Promoter holding 73%
-P/e 63x
-Yoy quarterly sales growth 78.5%
-Yoy quarterly profit growth 41.8%
-Return on equity 25%
-Ebitda margins 39% (extremely strong)
-PAT Margins 25%
-Ocf positive 7cr
-Growth guidance for Fy27 is 60% (48cr)
-Ebitda Guidance 37%-40% (absolutely great)
-New Facility 2x of existing one live in july
-Targeting 500cr revenue in 5yrs, currently at 30cr

-Watch out for detailed explainer video. Wanted to wait for valuation comfort but stock is in constant circuit

-Look what management said on con-call👇

#apsisaerocom #multibagger

[Triple Arrow Capital @Triplearrowcap]

@ArunimaGanguly2 I have also kept ekadashi fast today😊

[Triple Arrow Capital @Triplearrowcap]

@abhayjainp Here is the simple breakdown of what KSH international is all about for your audience. Really excited for this company

https://t.co/WQisvT6V05

[Triple Arrow Capital @Triplearrowcap]

Everything about KSH International ltd in this video:

Breaking down:

1. Business Model/ Product
2. Growth catalyst
3. Financials/ guidance / con-call analysis
4. Key risks

**Forgot to add in guidance: company guided 40% guidance for this year

#Kshinternational #sme #ipo #ipoalert #stockstowatch

[Triple Arrow Capital @Triplearrowcap]

@nrmangal Management commentary from IT sector companies are suggesting that they are now finding opportunities to invest heavily in AI and meaningful revenue will come from AI in next 5 years. If market sees execution, this could be a bottom

[Triple Arrow Capital @Triplearrowcap]

@Equity_Tiger_IN What Azad is doing is absolutely bonkers. But here is one SME company into same precision engineering business

https://t.co/sjo0vC97lE

[Triple Arrow Capital @Triplearrowcap]

Missing this precision engineering microcap gem would turn out to be a worst mistake in next 2 years 🚀

Name of the company: Apsis Aerocom Ltd

1. Introduction 00:00
2. Business model breakdown & manufacturing process 2:08
3. Why this is a beautiful business model 05:02
4. Growth catalyst & tailwinds 7:42
5. Financial breakdown 10:15
6. Con-call guidance 11:56
7. Key risks 13:10

This is an educational video. Please don't buy the stock, its an expensive stock valuation wise. Waited for valuation comfort but in constant circuit.

#apsisaerocom

[Triple Arrow Capital @Triplearrowcap]

@InvestorOfJAMMU After one point of time finding great stocks are not that difficult. It the patience and conviction that is required to hold through difficult times that create alpha

[Triple Arrow Capital @Triplearrowcap]

@InvestorOfJAMMU The day of the jackal just 6 episodes and it will keep you on the edge. It’s on hotstar

[Triple Arrow Capital @Triplearrowcap]

@ashishca13 Adding sacheerome twice was a mistake. We did not cover CFF fluid because it was a well known story now.

[Triple Arrow Capital @Triplearrowcap]

@nirmitgang No idea about space data centres but they did talk about data centre tenders and diversification from there marine HvAC services. Orders will start flowing by end of Fy27

[Triple Arrow Capital @Triplearrowcap]

Inside the SME business Part 2: Shree Refrigeration Ltd.

-Simple explanation of what Shree refrigeration does and it's use case. 👇

[Triple Arrow Capital @Triplearrowcap]

@kauschiku @_soniashenoy @Iamsamirarora 😂😂😂

[Triple Arrow Capital @Triplearrowcap]

@WeekendInvestng There major skill is too do 'Bhangda' when market hits ATH, nothing tangible to add to investor community. Every 6 months there whole panels gets caught in front running