Uzair

Engineer | Freelancer | Stock Market Investor |

[Uzair @uzairweb]

@Akash17971 Fx Multitech

[Uzair @uzairweb]

Bhadora Industries all time high 🚀

[Uzair @uzairweb]

Bhadora Industries - Keep holding. Strong potential ahead.

[Uzair @uzairweb]

Anlon Healthcare 3x 🚀🚀. #anlon

[Uzair @uzairweb]

Anlon Healthcare Ltd - sooner or later, the market will realize its true potential.

#stockmarket #anlonhealthcare

[Uzair @uzairweb]

Anlon Healthcare looks interesting to everyone now 😜

Almost 2x from buying price.

#anlonhealthcare #anlon

[Uzair @uzairweb]

Anlon Healthcare Ltd - sooner or later, the market will realize its true potential.

#stockmarket #anlonhealthcare

[Harsh Vardhan - SEBI RA @vardhiitbhu]

AMTECH ESTERS — LISTED TODAY.
Promoter interview notes :-

A specialty chemicals player with a serious capacity expansion story. 👀

UPR RESINS: 3X CAPACITY EXPANSION

Current capacity: ~250–275 T/month
New capacity: +400–450 T/month ( operational from September 2026 )

Total new capacity: ~700 T/month

📈 2.8–3X capacity expansion — already built!
Commercial production started in September.

🎨 PIGMENT UNIT
Capacity expected to increase 2.5X in the next 6 months.

💰 Capex funded through internal accruals before IPO.
Revenue contribution from expanded capacity expected in H2.

📊 THE REALIZATION STORY

Resin prices have reportedly surged from ₹110–115/kg to ₹170–200/kg — a 70–80% increase.

With raw-material costs passed through to customers, the key question is how much of the higher realization translates into profitability.

Management has indicated a baseline ~10% net profit margin, with specialized grades offering higher margins.

📺 THE BIGGER VISION

Current capacity: ~275 T/month
September 2026 onwards Capacity : 700 T/month
Long-term target: 3,000 T/month in 2–3 years.

That’s a potential ~4.3X increase from the expanded capacity.

More capacity.
Higher realizations.
Operating leverage.
Specialty grades.

Found the promoter interview interesting - link in comments

Not a buy/sell recommendation. DYOR.

[Uzair @uzairweb]

Amtech Easters - added today.

2.8x capacity starting this month with a massive expansion plan ahead.

#amtech

[Uzair @uzairweb]

@rajuidesai Indian Phosphate. Market cap 189cr. Sales 1000cr+. Capax done. Q1 460cr. Margins improving.

[Uzair @uzairweb]

@JakeraChoudhury bhadora - 100-150% growth
KVS castings - 3x capex
Indian Phosphate - Q1 90% growth + Margin expansion

[Uzair @uzairweb]

Indian Phosphate Ltd may be ready for a big move.

[Uzair @uzairweb]

Indian Phosphate Ltd

• Market Cap: ₹190 Cr
• Revenue: ₹1,072 Cr
• Forward P/E: 5x
• Margins expanding

Strong quarterly growth. Looks like a potential rerating candidate.

[Uzair @uzairweb]

@samisosa1234 Flywings Simulator
Revenue expected to grow 4× (25Cr to 100Cr in 2 years). Read concall.

[Uzair @uzairweb]

Indian Phosphate Ltd

• Market Cap: ₹190 Cr
• Revenue: ₹1,072 Cr
• Forward P/E: 5x
• Margins expanding

Strong quarterly growth. Looks like a potential rerating candidate.

[Uzair @uzairweb]

Bhadora Industries - Keep holding. Strong potential ahead.

[Uzair @uzairweb]

@PulkitA30298377 Bhadora Industries – Massive capex planned ahead. Read the concall.

Systematic Industries – Debt-free company in the optical fiber cable.

[Uzair @uzairweb]

@RajStockWatch Why does it seem like Zappfresh is buying paid reviews on the Play Store? Is their service really that bad?

[Uzair @uzairweb]

@PulkitA30298377 Bhadora Industries – Massive capex planned ahead. Read the concall.

Systematic Industries – Debt-free company in the optical fiber cable.

[Uzair @uzairweb]

Parmeshwar Metals - Sold early 😭😭

[Uzair @uzairweb]

Parmeshwar Metal — added 2 lots yesterday after seeing the good price and promoter buying. Today it hit 20% and up 34% overall in 2 days.

[Uzair @uzairweb]

Highness Microelectronics 20% UC 🚀

[Uzair @uzairweb]

Highness Microelectronics – Multi-sector exposure across defence, aerospace, railways, automation & healthcare. Well positioned for growth.

#smestock #stockmarket

[Uzair @uzairweb]

Highness Microelectronics - soon market will realize it's true potential

[Uzair @uzairweb]

Highness Microelectronics – Multi-sector exposure across defence, aerospace, railways, automation & healthcare. Well positioned for growth.

#smestock #stockmarket

[Uzair @uzairweb]

Sharvaya Metals Ltd - a commodity stock that usually goes unnoticed, but things get interesting with its EV exposure. Snapshot from old promoter interview.

#StockPicks #stockmarket

[Uzair @uzairweb]

One SME, Admach Systems offers NDT for the nuclear segment, though its exposure is very small.

[Vijay Kedia @VijayKedia1]

"Nuclear : Energy of the Future "
China is rapidly expanding its nuclear power capacity and is currently the fastest builder of nuclear energy in the world.
It has approx 55 - 60 GW installed and is adding another 25 -30 GW through 25-30 reactors.
(A reactor is a single power generating unit, while a plant can have multiple reactors . Which is why saying “30 plants” can be misleading.)

China is approving 8 to 10 new reactors every year, far ahead of any other country. At this pace, its total nuclear capacity could reach around 100- 120 GW by 2030.

Nuclear power is capital intensive, costing around $5- 7 billion (Rs 45,000 to 65,000 crore) per GW - significantly higher than thermal and hydro.
This implies a total investment of $125–200 billion ( Rs 10–16 lakh crore) by 2030.

However nuclear also offers continuous (baseload) power unlike solar and wind, requires far less land, produces near-zero emissions unlike thermal, and is more scalable than hydro.

Despite the high cost, nuclear provides stable, clean electricity for 60+ years and helps reduce coal dependence, strengthen energy security, power EVs and industry.

[Uzair @uzairweb]

Systematic Industries

Rising optical fiber prices = direct tailwind 📈
Higher realizations + operating leverage = margin expansion story.

Execution is key, but the upside could be significant.

[Uzair @uzairweb]

Prime Cable Industries and Systematic Industries Ltd. both show strong potential. Prime Cable is expected to deliver 100% growth, while Systematic could achieve at least 50% growth in PAT. Promising outlook for both.

#StockPortfolio #Stockmarket