share's Views

1. #SPMLINFRA #SPML - Review of SPML Infra's Q4 and FY'25 earnings call transcript. They are pivoting effectively and show significant future potential. SPML Infra operates in two core sectors: water and power infrastructure, both critical national priorities with substantial government capital expenditure of almost Rs. 12 lakh crore. Historically, their business leaned heavily towards water (75-95%), but they are strategically rebalancing to a 50-50 mix between water and power. Key highlights f…
   by share on July 11, 2025, 4:13 a.m. | Reader count: 118 | 118
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2. #JBMAuto Here's a summary of the press release, designed to appeal to investors, highlighting key numbers and timelines: JBM Green Energy Systems: A Compelling Investment in India's Energy Future JBM Green Energy Systems (JBMG), the Lithium-ion battery vertical of JBM Auto Ltd., presents a robust investment opportunity driven by significant growth in its order book and unparalleled manufacturing capabilities. Key Investment Highlights: Soaring Orderbook: JBMG currently holds a substantia…
   by share on July 10, 2025, 4:25 a.m. | Reader count: 122 | 122
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3. #AxisCades Earlier collaborations and now agreement. INDRA SIGNS AGREEMENT WITH AXISCADES TO BOOST PRODUCTION OF CUTTING-EDGE SYSTEMS IN INDIA • Indra, a European-based global leader in defense, aerospace, and strategic systems, and AXISCADES a prominent technology solutions provider in defense, aerospace and strategicelectronics, are proud to announce a strategic alliance.• Indra is keen to acquire defense-related products and services from AXISCADES, which will be delivered throu…
   by share on June 20, 2025, 6:49 a.m. | Reader count: 48 | 48
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4. #AXISCADES Technologies Limited announced an agreement with Indra on June 16, 2025, through a press release. This strategic alliance involves Indra, a European-based global leader in defense, aerospace, and strategic systems, and AXISCADES, a technology solutions provider in defense, aerospace, and strategic electronics. The Memorandum of Understanding (MoU) was signed at the Aerospace Show in Le Bourget by Indra’s CEO, José Vicente de los Mozos, and AXISCADES’ Chairman, Dr. …
   by share on June 17, 2025, 3:46 a.m. | Reader count: 75 | 75
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5. #PNGSGargi #Gargi concall financial highlights PNGs Ghi Fashion Jewelries Limited hosted its earnings call for the year ended March 31st, 2025, providing insights into its financial performance for FY25 and its outlook for FY26. FY25 Financial Performance Highlights: The company's turnover grew significantly from ₹51.5 crore to ₹126.35 crore in FY25, marking a strong growth of 147% year-on-year. EBITDA margins, excluding other income, improved by 22% to 30%, attributed to a better product…
   by share on June 12, 2025, 6:38 a.m. | Reader count: 76 | 76
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6. #Amic Forging is geared up for the exponential capacity expansion from Sep 2025 onwards. Forging division is poised to grow 2x Machining division is posed to grow 3x Ingots division from 0 to 36000 MT AS per Director Mr. Anshul Chamaria At AMIC Forging, we have  made significant investments to position ourselves as a preferred supplier of complex precision engineering components. These investments in fixed assets, human resources' engineering  capabilities, and tlchnical kn…
   by share on June 12, 2025, 4:32 a.m. | Reader count: 93 | 93
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7. #Oriana, FY 26 conservative guidance is 2000-2500 cr. PAT of 16% as of FY 25, the PAT will be 320 cr even if we take 2000 cr topline. At the PE of just 25, 8000 cr market cap vs 4700 cr market cap now. Easy 2x from here.  Below is the screenshot of the concall.
   by share on June 11, 2025, 6:04 a.m. | Reader count: 73 | 73
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8. Few were abusing RIR Power for different reason. Its 2x from March low. I am sure it will be ATH very soon. It is in very good spot both from USA and India perspective. 1. India’s only manufacturer of silicon-based power semiconductor devices 2. India’s first silicon carbide (SiC) fabrication plant in Odisha. 3. Products used in all sun rise sectors like defense, ev, railway, grids 4. RIR Odisha plant revenue generation to begin from Q4 FY26   #RIR #RIRPower
   by share on June 10, 2025, 6:46 a.m. | Reader count: 57 | 57
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9. Comparison between #Viviana and #KCEIL I was going through Viviana and KCEIL investor presentations. I see KCEIL is better in terms of order book, PAT % etc. Company - Order book - PAT% - MCAP - Receivables - P/EKCEIL - 520cr - 10-11% - 399cr - 10cr - 45Viviana - 250cr - 9-10% - 651cr - 59cr - 76 Shareholdings% are almost same. I think one plus thing goes to Viviana is that apart from EPC, they are also into manufacturing transformers, and sub stations related stuffs. However KCEIL is also…
   by share on Dec. 25, 2024, 1:27 p.m. | Reader count: 246 | 246
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10. #Bondada Suryakumar Ashok Yadav, a cricketer and captain of T20  international also in the preferential list of recently closed Bondada preferential round. Apart from him many other infludentials, entertainment stars, company promoters, Marquee investors are in the list like Faruk Patel (Chairman of KP Group) Bondada Rao (Founder of Bondada Engineering) D. Ravichandarn Many fund houses etc. Mr. Bondada today announced that Bondada enters into Indian Railway Kavach project and a…
    by share on Dec. 9, 2024, 6:05 a.m. | Reader count: 249 | 249
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11. #KodyTechnolab Kody TechLabs I do not see any listed company comparable to Kody. It's truly next gen company. The parent website offering is like any other company but when you go to KodyRobots.com, the difference starts. As far as I know, no other listed company manufacture Dasher, Athena, Odigo, Vulcan or equivalent machines . Now Telos and Custom Robots will create new market for them.
    by share on Dec. 6, 2024, 6:20 a.m. | Reader count: 256 | 256
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12. Financial Results of Cosmic CRF Limited in Percentage Terms for Half-Year Ended 30th September 2024.   This summary expands upon the previous response, incorporating additional financial data from the provided sources to enhance your understanding of Cosmic CRF Limited's performance.   Standalone Results: ● Revenue from Operations: Increased by 32.05% year-on-year ● Other Income: Decreased by 95.08% year-on-year ● Total Income: Increased by 28.61% year-on-year ● Cost of Raw Ma…
    by share on Oct. 30, 2024, 3:47 a.m. | Reader count: 275 | 275
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13. Here is a summary of the financial results of CFF Fluid Control Limited for the half-year ended 30 September 2024, including the percentage change in profit:   ● Revenue from Operations increased by 34.7% to ₹8003.41 lakh in the half-year ended 30 September 2024, compared to ₹5945.38 lakh for the same period in the previous year ● Profit before tax increased by 35.2% to ₹1908.63 lakh, compared to ₹1411.81 lakh in the prior period ● Net profit for the period in…
    by share on Oct. 30, 2024, 3:36 a.m. | Reader count: 176 | 176
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14. #KPGEL - KP Green Engineering Limited.   KP Green Engineering Limited is the flagship company of the KP Group. The KP Group is one of the fastest growing companies in India by turnover and profits.   Company at a Glance based on April 2024 investor presentations. The company has been in operation for 24 years. The company is an approved vendor for a number of large public and private sector organisations including BSNL, MAHATRANSCO, GNFC, GETCO and EIL. The company holds…
    by share on Oct. 15, 2024, 4:43 a.m. | Reader count: 231 | 231
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15.  Premier Energies Limited, stated that its subsidiaries, Premier Energies International Private Ltd. and Premier Energies Photovoltaic Private Ltd., have received orders amounting to a total of INR 765 crore.   ● The orders are for solar modules and solar cells, with a breakdown as follows:         ○ Solar Modules: INR 632 Crore         ○ Solar Cells: INR 133 Crore ● These are one-time orders from a total of nine customers - eight domestic …
    by share on Oct. 14, 2024, 7 a.m. | Reader count: 198 | 198
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16. #BESS The Centre will soon invite bids for building 10 gigawatt-hours (GWh) of battery energy storage systems to sanction the remaining cash payouts earmarked for the domain under the production-linked incentive (PLI) scheme for advanced chemistry cells (PLI-ACC), said a top government official on Friday. Was surprised that ola electric is ahead of the curve by winning 20gw battery storage capacity followed by Reliance and Rajesh export  Full article here ... https://www.livemint.com/in…
    by share on Oct. 5, 2024, 10:43 a.m. | Reader count: 226 | 226
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17. #BESS The battery energy storage sector is undergoing a fascinating transformation, and what excites me the most is the emergence of new technologies beyond the dominance of lithium-ion. While lithium-ion batteries currently hold over 90% of the market share, the future of energy storage will be shaped by innovations that address critical factors such as raw material availability and the need for longer-duration storage solutions—particularly those capable of storing energy for 6 to 10 h…
    by share on Oct. 4, 2024, 4:43 p.m. | Reader count: 197 | 197
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18. #RBM InfraconRBM Infracon Limited and Greenzo Energy India Limited have signed a Memorandum of Understanding (MOU) worth ₹200 crore, to develop and implement green hydrogen generation facilities in Gujarat.  The project will have a total capacity of 15MW and will be implemented in two phases, with each unit rated at 5MW.  The first phase will be in Jamnagar and the second in Kutch. RBM Infracon will be the developer, integrator, and sole owner of the project, while Greenzo Energy will…
    by share on Oct. 4, 2024, 7:42 a.m. | Reader count: 200 | 200
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19. #VERITAS India The volume story of Veritas says that it can go ATH soon. Veritas is into International trade and distribution of chemicals, polumers, paper, rubber, heavy distillates. They are also into wind every generations and small part of their revenue comes from software development. Recently Swan energy has taken over the management role. It is also entering into LPG bottling business that is expected to be operational from FY 26 Its PMB product is used in road construction and roofin…
    by share on Oct. 3, 2024, 4:50 a.m. | Reader count: 164 | 164
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20. #RMC Switchgear Summary of RMC Switchgears Limited Annual Report 2023-2024 This annual report covers the financial year ending 31st March 2024 for RMC Switchgears Limited, an Indian public company specializing in switchgear engineering and EPC contracts within the power distribution and transmission sector. Key Highlights of the Report ● Financial Performance: ○ The company experienced a significant revenue increase, reaching ₹17,346.07 lakh compared to ₹12,573.41 lakh the previous year …
    by share on Oct. 1, 2024, 6:42 a.m. | Reader count: 205 | 205
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21. #TridentTechLabs #TechLabs #KodyTech There is similarity between two of very good potential SME company chart TechLabs KodyTech The 1st one already started its upward journey after 3 months of consolidations, the 2nd should be starting soon.
    by share on Oct. 1, 2024, 6:10 a.m. | Reader count: 177 | 177
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22. #TGL Teerth Gopicon Limited AGM summary as on 28-Sep-2024 Total revenue: 105 cr in FY 24. YoY 106% growth PAT: 11% in FY 24. YoY 580 % growth 223 working professionals We will prioritise high margin projects in coming time Below are summary of TGL annual report Here is a summary of the annual report you provided: ● Company Name: TEERTH GOPICON LIMITED ● Reporting Period: The annual report covers the financial year ending March 31, 2024, and compares it to the previous financial year e…
    by share on Sept. 28, 2024, 6:46 a.m. | Reader count: 217 | 217
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23. #Veefin Solutions acquired Nityo Tech Private Limited. Below is a summary of the document. ● ● Date: September 27, 2024 ● Name of acquirer: Veefin Solutions Limited (formerly Veefin Solutions Private Limited) through its subsidiary Infini Systems Private Limited ● Name of the acquired entity: Nityo Tech Private Limited ● Acquisition stake: 100% stake consisting of 1,00,000 equity shares of Rs. 15,000 each. ● Cost of acquisition: INR 1,50,00,00,000 ● Nature of consideration: Tr…
    by share on Sept. 28, 2024, 6:25 a.m. | Reader count: 200 | 200
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24. Trident Techlabs LTD #TridentTechlabs In AGM held on 27Sep2024, CEO announcd that they have established a 100% subsidiary named Trident Semiconductor Ltd to cater to growing demand of Semiconductor in India as they already have expertise and manpower related with it. This company will mainly focus on semi conductor design. CEO also assured that he would like to see Trident techlabs as 1000 cr revenue company in next 5 years. That is 13 x from FY 24 revenue. Currently it is trading at 795 a …
    by share on Sept. 27, 2024, 8:08 p.m. | Reader count: 400 | 400
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25. CyberTech Systems and Software Limited Investor Conference Call Summary This  is a transcript of the CyberTech Systems and Software Limited Investor Conference Call that took place on June 28, 2018.  Business Updates and Transformation: Vish Tadimety, Chairman and CEO of CyberTech, provided an overview of the company’s business performance and strategic transformation.  He highlighted the company’s transition towards a product-based business model, focusing on d…
    by share on Sept. 26, 2024, 4:07 p.m. | Reader count: 177 | 177
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26. #KPEL - K.P.Energy order details today.   ● The order is for the development of a 30MW wind power project. ● The order was placed by Gujarat Urja Vikas Nigam Limited (GUVNL). ● K.P. Energy Limited will develop the project and sell the energy to GUVNL at a tariff of Rs. 2.43 per unit for the operational life of the project. ● The project is scheduled to be completed in Q4 FY25. ● This project will expand the company's existing IPP capacity to approximately 50 MW.
    by share on Sept. 26, 2024, 3:16 p.m. | Reader count: 109 | 109
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27. #MesonValves CMP 815, 200 ema 795, max 1 more days to go and can see sharp bounce. Very good price to start accumulating. Into valves manufacturing for many large companies in India that caters to defence, oil and gas, paints, energy etc. Recently expanding it's horizon into waster water management sector that is going to be huge tailwind sector in years to come.
    by share on Sept. 26, 2024, 8:01 a.m. | Reader count: 122 | 122
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28. #TGL looks like next leg of rally will start in few days. Taking support at 620+. Above 680 should go 850+
    by share on Sept. 25, 2024, 4:09 p.m. | Reader count: 114 | 114
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29. #Inflame Appliances consolidating and available at Jan 2022 level. Recently Chimney import ban from China by Indian government is going to benefit this company a lot. Let the China inventory gets consumed in few months. May be Dec onwards the number should start reflecting and then H1 FY25 should be bumper. Good time to accumulate.
    by share on Sept. 25, 2024, 4:02 p.m. | Reader count: 118 | 118
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30. #Oriana Power. Trend breakout is visible on chart. Above 2380-2085 should touch 3000 and then 4000.
    by share on Sept. 25, 2024, 3:30 p.m. | Reader count: 159 | 159
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31. #Bondada at perfect level to bounce back. It has full of orders and having 3 subsidiaries working together in BLDC motor for EV UPVC doors for residential and commericla buildings, and LED lightings   
    by share on Sept. 25, 2024, 8:07 a.m. | Reader count: 154 | 154
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32. #Trust Fintech again seems to be retesting, on the verge of breakout and ATH.  
    by share on Sept. 23, 2024, 9:31 a.m. | Reader count: 128 | 128
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33. #WinSol engineers seems to be in reversal mode after few days.
    by share on Sept. 23, 2024, 8:05 a.m. | Reader count: 120 | 120
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