Sniffing out micro-caps under โน3,500 Cr before the herd does ๐บ | Capex-loaded, dividend-dropping, under-the-radar rockets ๐ | No noise, just numbers ๐
Keltech's Hidden Perlite Play in India's Cryogenic Boom
Keltech Energies' perlite unit supplies cryogenic-grade expanded perlite for LNG terminals and industrial gas storage โ a niche with approved vendor lists, strict QA/QC, and high entry barriers.
India is adding LNG capacity and industrial-gas infrastructure. Each project needs a once-off perlite fill plus periodic top-ups โ demand that has earned higher margins than Keltech's explosives segment.
Often labeled an explosives company, Keltech's perlite division is underweighted. Watch India's LNG project pipeline โ each award is a concrete perlite revenue opportunity. Track โ https://t.co/dHWx09OOGI
@1shankarsharma
overlooked stories in explosive space is Keltech Energies
market focuses on debt, #capex & ICRA overhang, it is building capacities in TNT, PETN, RDX/HMX & defence linked products
execution goes right, business will look diff in a year
Highly #undervalued#KeltechEnergies
So do I
One of the rare voices to have said this when mkt fell in March and very few even spoke of a comeback.
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D- personal view. Not an advisor. Can be wrong on anything
๐ Manoj Vaibhav Gems Expands Footprint & Posts Strong Growth: Key Takeaways | MCap 1,302.76 Cr
- Expanded showroom count to 21, adding 6 new stores in Andhra Pradesh & Telangana.
- Plans to open 10 silver jewelry showrooms + 1 premium gold store (Visesha) in Visakhapatnam (6,000+ sq ft).
- Silver jewelry margins: 25%-30% vs. goldโs 12%-13%; inventory turnover target: 1.5 (scaling to 2.5 in 3 years).
- Flagship Visakhapatnam store aims for โน150-200 Cr first-year sales, long-term target: โน1,200 Cr.
- Q4 FY 2024-25: Revenue up 29% to โน705.10 Cr; EBITDA grew 24.3% to โน45.62 Cr; PAT rose 30.1% to โน26.75 Cr.
- FY 2024-25 YoY: Revenue up 10.9% to โน2,384.02 Cr; PBT rose 19.3% to โน129.66 Cr; PAT grew 24.1%.
- Same-store sales growth (pre-IPO stores): 6.65% YoY; flagship stores drove overall growth.
- Gold price volatility led to higher discounts to attract customers.
Complete Source: https://t.co/g7JJjbjsBf
Disc: Information provided in this tweet can be inaccurate, verify through the source before making any investment decision.
Preview ๐ (First 4 out of 21 pages)
#Ritco#Logistics in FY23 Acquired 50-60 new fleet to venture new markets like steel sector. Plans to amplify its fleet by 150 trucks in 2 years. #growth crossing 200 Cr in business for last 2 quarters. Projections this quarter #Revenue expected beyond 250 crores & profit 10Cr
#ForceMotors Q4FY25 Prev
Rev expected at 2,500 Cr+
#profits 2 exceed 160 Cr
Growth Drivers
Large ambulance order
Engine div performance
Key Watch: April Sales
April reveals real strength
If vehicle #Sales touch 3,000+ momentum continues
#AutoStocks#StockMarketIndia#investing
Profits beat my estimate; Results 2025 are strong! If momentum continues, โน15,000 share price seems achievable ๐. April vehicle sales are keyโaround 3,000 units would be ๐ฅ. #ForceMotors#AutoStocks#StockMarketIndia#Investing#Finance