🇮🇳 vinodkcs

Engineer by profession. Long term investor in quality growth stocks(From 2016) and Life long learner

[🇮🇳 vinodkcs @vinodkcs79]

@sriranganek What's ur view on srigee DLM ..can they able to achieve 100 crore topline by FY 27 and 250 to 300 crore by FY 28..before Deepavali can they able to start new plant as per concall

[🇮🇳 vinodkcs @vinodkcs79]

@RahulArya7 Well said ..once u met promoter u will have more bias towards that stock

[ZenFlow Finance @ZenFlowFinance]

Everyone thinks Raymond = Suits.

The market is still valuing it like a legacy textile company.

Reality?

Raymond has quietly transformed into a portfolio of businesses spanning:

🏗️ Realty
✈️ Aerospace
🛡️ Defence
⚙️ Precision Engineering
🚗 EV Components

The "Complete Man" story is old.
The value-unlocking story is just getting started. they quietly built a massive monopoly in global aerospace:
• 88% market share on key jet engine programs
• Critical supplier for Boeing 737 MAX & Airbus A320neo
• Key manufacturing partner to GE, Safran & Pratt & Whitney
If you're only looking at suits, you're missing the real investment thesis.
How a 100-year-old textile icon transformed into a high-tech aviation powerhouse:
Read the full deep dive here👇

https://t.co/I17118zOF6

#Raymond #IndianStocks #StockMarketIndia #Investing #ValueInvesting #SmallCap #WealthCreation

[ZenFlow Finance @ZenFlowFinance]

6 engineering friends. 1,000 sq yard plot in Rajkot. Oil-fired furnaces. 2016.
Today → Precision components for European OEMs, 22%+ EBITDA margins, path to ₹240 Cr, and just listed on NSE Emerge.
Most forging SMEs sell raw or semi-finished parts and live on razor-thin conversion margins.
Metalic Technoforge flipped the model completely:
→ Only 1.5–2% of sales are unfinished forgings → 98%leave as fully machined, heat-treated, gear-cut or assembled precision components
Conversion realization jumped from ₹91/kg (FY23) → ₹178/kg(Sep 2025).
That’s the real moat.
This is the story of Metalic Technoforge — one of the most impressive hidden precision engineering plays in India’s SME space.
Full deep-dive.

https://t.co/0T6Ft545Sd
#MetalicTechnoforge #SMEIPO #Forging #PrecisionEngineering #MakeInIndia

[🇮🇳 vinodkcs @vinodkcs79]

@_HealthZwealth Acquired company is loss making with turnover of 56 lakhs and loss of 72 lakhs also has negative networth.

[🇮🇳 vinodkcs @vinodkcs79]

@caswapnilkabra Superb thread &
Nicely written

[🇮🇳 vinodkcs @vinodkcs79]

@caswapnilkabra It's very good company and its business model better than Techno..
Target 307W in next 4 yrs..21MW completion will take to 210 crore rental income

[🇮🇳 vinodkcs @vinodkcs79]

@prudent_invstor 40 crore capex done and with 3x asset turnover it can do 120 crore topline in next 2 years and with MNC as client it should get High PE with decent margins

[🇮🇳 vinodkcs @vinodkcs79]

@DEBU_NEOGI Debashish ji..There is no details still on Higreen new plant commissioning .on other side stocks like Tinna rubber which is in Tyre recycling performing well and still Higreen seems not turning around

[🇮🇳 vinodkcs @vinodkcs79]

@namelessdudes @caswapnilkabra Great effort.
U can add sealmatic india,megatherm kalyani cast and saakshi medtech too as they have given guidance in concall

[🇮🇳 vinodkcs @vinodkcs79]

@Stannisgot05 @Anand_shah07 Bull market won't last forever.
That's true.Gone r those days where market give very High PE to selected blue chip companies even at 10 percent https://t.co/qdxiqRX1jb market will give high valuation particularly SME run by highly qualified promoter and hunger for growth

[🇮🇳 vinodkcs @vinodkcs79]

@Jainamsoni611 @Focus_SME Correct..now the contract value is revised for canara pride from 46 to 102 crore..So is it expected similar range for anusha

[🇮🇳 vinodkcs @vinodkcs79]

@Jainamsoni611 @Focus_SME How much order value for pelican anusha

[🇮🇳 vinodkcs @vinodkcs79]

@itsTarH Both waaree energy and swelect will be beneficiary

[🇮🇳 vinodkcs @vinodkcs79]

@investor_sr33 Sorry KPEL

[🇮🇳 vinodkcs @vinodkcs79]

@investor_sr33 Kpi energy will have a blockbuster year as order book is more than 1000 crore and base Size is smaller only 3K market cap

[🇮🇳 vinodkcs @vinodkcs79]

@_KiranRajput @kaksbhatt Huge opportunity cost in this bull run.always in sectors where u can make money

[🇮🇳 vinodkcs @vinodkcs79]

@Shubham60205162 Shubam ji..what abt huge debt around 500 crore

[🇮🇳 vinodkcs @vinodkcs79]

@Anand_shah07 @microbetsindia Anand ..Huge debts on refex renewables more than 500 ..any thoughts

[🇮🇳 vinodkcs @vinodkcs79]

@Anand_shah07 @microbetsindia Huge debt more than 400 crore..any thoughts