thirreshh

investor small cap not SEBI registered advisor. any tweets can't be recommendations

[thirreshh @TTiresh]

@IndianTechGuide AP

[Aethos Wealth @AethosWealth]

Sacheerome: The interesting part may be what happens after the capacity constraint disappears

Sacheerome has delivered a strong FY26 — revenue +44%, EBITDA +73% and PAT +78%. But the bigger part of the story may be ahead.

The company is commissioning its YEIDA greenfield facility in Aug-26, taking installed capacity from ~7.6 lakh kg to ~27.6 lakh kg.

A few things we are watching:
- Management guides FY27 revenue of ~₹200 Cr, but calls its FY27–29 guidance of ₹200/250/300 Cr conservative.
- The existing plant was already running at 124% utilisation, suggesting demand has been ahead of capacity.
- Flavours, currently only ~6% of revenue, will get a dedicated tower — potentially opening a second growth engine.
- FY26 EBITDA margins expanded by ~440 bps to 26%, showing meaningful operating leverage.
- New customers contributed alongside higher wallet share from existing customers — an encouraging combination for the capacity ramp-up.

The optionality is interesting: if the new facility ramps faster than management's conservative assumptions, revenue could potentially move materially above the ₹300 Cr FY29 guidance.

But at ~38x P/E, execution is already important. The key monitorables are YEIDA commissioning, utilisation ramp-up, margin resilience after higher depreciation, customer concentration and cash generation.

Our view: The thesis is less about the next quarter and more about whether Sacheerome can successfully convert a capacity-constrained business into a scaled specialty F&F platform.

#Sacheerome #SpecialtyChemicals #Fragrances #Flavours #SmallCaps #IndianStocks #Investing

@AethosWealth

[thirreshh @TTiresh]

@real_pavan @RupeshK1192 Tamil is languipsychos

[thirreshh @TTiresh]

@MaysaDiye 4

[thirreshh @TTiresh]

@AnirbanManna10 What's your portfolio now

[Chart Whisperer @chartwhisp60202]

30 SME COMPANIES WITH STRONG MOATS & LONG-TERM GROWTH POTENTIAL TO STUDY

1. Aimtron Electronics
2. Yash Highvoltage
3. CFF Fluid Control
4. Anondita Medicare
5. Taurian MPS
6. Afcom Holdings
7. Alpex Solar
8. Sacheerome
9. Danish Power
10. Concord Control
11. FlySBS Aviation
12. Patil Automation
13. Remus Pharmaceuticals
14. OBSC Perfection
15. Accent Microcell
16. Vivid Electromech
17. Freshara Agro
18. Unihealth Hospitals
19. Prizor Viztech
20. Poojaa Precision Engg
21. L.T. Elevator
22. Digilogic Systems
23. Millworks Technologies
24. Shree Refrigerations
25. Influx Healthtech
26. Apsis Aerocom**
27. Avana Electrosystems
28. Systematic Industries
29. Aptus Pharma
30. Merritronix

[thirreshh @TTiresh]

@Siya_22100 2100

[thirreshh @TTiresh]

@dmuthuk We accept you people are great patriotic and honest. We are nothing ok

[thirreshh @TTiresh]

@AimInvestments Yes

[Saurav @sauorbit]

If you do not understand which timeline you are looking at in the BESS cycle, you can be right about the business and still be wrong about the stock.

Look, you know the stock names but have you mapped them cycle-wise?

2026–2027 will be dominated by project execution, commissioning and order-to-revenue conversion, this is the phase where execution proof matters most.

2027–2028 could be when a larger number of BESS projects become operational, this is where BOO assets may start contributing recurring EBITDA.

2028–2029 focus shifts from execution to profitability and cash generation, the market may start focusing more on cash flow, margins and ROCE.

2029–2030 is when the market separates winners from participants. Operational assets, recurring cash flow, and balance sheet strength may start driving the next phase of value creation.

Now apply this timeline to #Acme, #JswEnergy, #Oriana, #Pace, #Spml, #Bondada, #Advait and others.

Because not all of them are at the same stage. Some are still converting orders into revenue, some are waiting for BOO assets to become operational and some are waiting for cash flow to show up.

For example, companies like #Oriana, #Pace, #Bondada, and #Advait are building BOO assets, the market already knows the EPC revenue part, and in many cases it is also looking ahead to the BOO part.

So when EPC revenue continues to dominate but BOO commissioning take longer than expected, the stock may stop moving. Because the timeline the market was expecting and the timeline that is actually playing out have become different.

You are looking at the opportunity, but the market is looking at the timeline and that difference matters.

Now look at why a few BESS stocks are not doing well.

Because the market is still uncertain about execution proof, commissioning speed, cash-flow generation, margin sustainability, and ROCE in companies that have plans but limited operational assets.

And then there is another layer.

The biggest expectation gap is between BOO annuity EBITDA visibility and EPC revenue growth.

The market expects EPC revenue in 2026–2027 but BOO annuity at 15–17% margins may not show up until 2027–2028. So people may be underestimating this 2–3 year gap.

Many people are looking for cash flow in a phase where the sector is still focused on execution and commissioning.

So which type of companies are most likely to re-rate first?

Which type of companies may re-rate later, but potentially more sharply?

What can cause the market to de-rate the BESS ?

What has the market already understood?

What is the market still missing?

Where is the biggest expectation gap?

And where can the best returns come from if the cycle plays out as expected?

Because different business models have different constraints.

For asset owners capital is the main constraint, for epc players execution is the main constraint, for manufacturers tech is the main constraint.

So the question is not whether BESS will grow, the real question is where each company sits in the cycle today.

Because once you understand that, many things start making more sense.

-

Expectation Gap, Proof, Re-rating Report and BESS Ecosystem Bottlenecks 2026–2030 Report will be available in the Supergroup.

-
Here is the BESS cycle thinking pdf report, read it and see how those stocks are connected.

https://t.co/8O0Yy3U6nS

[Equity Tiger India @Equity_Tiger_IN]

🚀 India’s Next Decade Themes

⚡ Power & Transmission
🛡️ Defence
☀️ Renewables

Stocks worth tracking 👇

• Data Patterns
• TD Power
• Shilchar
• Netweb Technologies
• GE Vernova T&D
• KP Energy
• Kaynes Technology
• Apollo Micro Systems
• Advait Energy
• KRN Heat Exchangers
• Syrma SGS
• Quality Power
• Oriana Power
• Yash Highvoltage
• Alpex Solar

Mega trends create mega winners. 👀

Save this list 🔖

[thirreshh @TTiresh]

@Akash17971 Nothing till date

[thirreshh @TTiresh]

@Kinza1278 41

[Ian Cassel @iancassel]

I may love a company today, but there is only a 10% chance I will love it in 24-months. This is further proof you shouldn’t talk openly about your positions unless you are strong enough to change your mind in front of the crowd. The more defending you do, the more you anchor yourself to yesterday’s conviction. https://t.co/PoFEYFTj4h

[thirreshh @TTiresh]

@Akash17971 BESS?

[thirreshh @TTiresh]

@hicasamadim 72

[thirreshh @TTiresh]

@WealthEnrich C2c advanced

[thirreshh @TTiresh]

@Gosleepriya 2

[thirreshh @TTiresh]

@_Aria_2210 36

[thirreshh @TTiresh]

@LearningEleven Itstrue. And genuine.