Spotting Tomorrow’s Leaders Today. 🦅
Joined May 2022
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@AquilaSME Performance tracker ⭐️
It's been over 2 months since we started this page, have discussed quite a lot of ideas in this period. God and market has been kind that many ideas have worked in our favor.
Can't promise about the returns but the company we discuss here have reasons to be tracked and ticks quite a lot of boxes that needs to be. Still there will be failures in the journey.
Keep supporting, keep loving and keep forgiving. 👏
#Technocrats Good show
12 cr PAT vs 8cr PAT in H1
Full year was 15cr, can possibly do 30cr this year
Will be back to back 100% growth years
Current Market cap 700cr
Technocrats Plasma
#OBSCPerfection continues the momentum
Revenue up 97% YoY, Op. EBITDA up 84% YoY and PAT up 125% YoY
#Poojaprecision crosses 1000 for the first time
Outperforming the markets flawlessly!!!!!! #PPEL
#PoojaPrecision
Partial commercial operations at Unit III begin on 30 Aug 2026; 3,600 TPA melting and 1,500 TPA casting.
#SMEUpdate
Much needed and Eye-opening pressure in SMEs , good time to study
Numerous investor meets and concalls have taken place, and the data is publicly available. Start digging deeper and studying them!
Devson catalyst
Kody Technolab
Shanti Inorganics
Pooja Logistics
Pooja Precision
Metallic Technoforge
Nanta Tech
Saakshi Medtech
Taurian MPS
SpectraA
HemantSurgical
Optivaluetek
Adisoft
Vividelectro
keep adding interesting names to the list
Randomly going through some PPTs found this one interesting
#AmabaniOrgochem 1st ever PPT
- Huge capacity expansion
~Peroxides Derivatives
~Salicylic Acid & Derivatives -50TPM->200TPM
~Metal Octoates Eco-Friendly
~Acrylic Coatings & Adhesives
(Eco-Friendly Acrylic Coatings & Adhesives Scaling From ~2,000 TO ~4,500 T/Month)
Today posted H1FY27 PAT 3.45cr vs FY26 1.33cr
(Includes other income)
#Devson 2x done 😊
Market Cap - 550cr
Hope to See you at 1000cr in 2027
Note - 90 day anchor opening , stock 3.5x from IPO price!!
#DevsonCatalyst uploaded it's First PPT post IPO 🧪
~ Current Capacity - 6205 MTPA - running at 87%
~ Post Expansion capacity - 11,293 MTPA 👏
🔹Business Understanding 👇
India is entering a massive industrial capex cycle.
Every refinery cannot simply buy catalysts from anyone.
🔹Products must go through
✔ Vendor approvals
✔ Process validation
✔ Technical qualification
✔ Performance testing
✔ Trial runs
This creates very high switching costs.
Once approved, customers usually stay for years.
That is one of Devson's biggest moats.
🔹The end markets are expanding rapidly:
• Refining capacity: 256.8 → 300 MMTPA by 2028
• Petrochemical capacity: 29.6 → 46 MT by 2030
• LNG regasification: 52.7 → 66.7 MMTPA
• Hydrogen production: 10.5 → 17 MMTPA
• Fertilizer output: 503 → 600 LMT
• Auto production: 3.1 → 5 Cr vehicles
🔹Devson doesn't produce steel fertilizer petrochemicals or hydrogen.
Instead,
it supplies the critical components that ALL these industries require.
As these sectors expand, Devson benefits.
Hence, a PROXY Player
Key investment takeaway 🌟
#Devson Catalyst isn't selling a discretionary product.
It manufactures mission-critical industrial consumables that help billion-dollar plants run efficiently, safely, and within environmental norms.
With high customer qualification barriers, repeat business, strong return ratios, planned capacity expansion, and structural demand drivers from refining, chemicals, natural gas, and hydrogen, it operates in a niche where sustained industrial capex can translate into long-term growth. 👏
#Manika Closing strong for the day!!!!
Manika Plastech
Worth a study ~ #Manika Plastech
~Breaking out of IPO base today
~a small 500cr mainboard company in manufacturing of rigid polymer packaging products, including battery casings, pails, and thin-wall containers
- repetitive bulk deals by same firms
- Munjal Kapadia (MD), he is also an Independent director at Kabra extrusion (the stock has been in an world of it's own )
Worth a study ~ #Manika Plastech
~Breaking out of IPO base today
~a small 500cr mainboard company in manufacturing of rigid polymer packaging products, including battery casings, pails, and thin-wall containers
- repetitive bulk deals by same firms
- Munjal Kapadia (MD), he is also an Independent director at Kabra extrusion (the stock has been in an world of it's own )
#AmtechEsters
🔹 Trial production commenced at Asoda, Haryana plant; resin capacity to rise from 2,960 to 7,760 MTPA.
🔹Market Cap - 105cr
🔹FY26 PAT- 4.3cr
FY27E PAT - 10-12cr
Trading at 8-10 FY27PE ✅
#Sahasra Electronics
Highest weekly closing in 83 weeks
Market cap now crosses back above 1000cr
#Metalic Technoforge Journey continues
Moving circuit to circuit
Listed at 82 , CMP 180 🫡
Precision Engineering & Forging has created several Multibagger in the past. 🌟
👀 Now, another SME from the same space is making its market debut:
#MetallicTechnoforge ⚡️
🔹 Business: Forging, Gear Manufacturing, Heat Treatment & Machining
🔹 FY26 Revenue: ₹93 Cr
🔹 PAT Margin: ~13%
🔹 Current Order Book: ₹24 Cr
🔹 Manufacturing Capacity: 6,800 MTPA (operating at ~90% utilisation)
🔹 Planned Capex: ₹31 Cr for a new manufacturing unit to expand capacity
🔹 Market Cap: ~₹185 Cr
A capacity expansion while operating at high utilisation is definitely something worth tracking. 👍
Not a recommendation. For educational purposes only. Always do your own research.
#OptivalueTek bags 70cr Order to be completed in 12 months
- FY26 Sales 91cr
- Letter of Intent from Aerial IQ India Private Limited for the manufacture and supply of 100 tethered drone systems, including spares, for the proposed iDEX order from the Ministry of Defence (MoD), Government of India.
#OptivalueTek
Market Cap - 232cr
- Deep Tech and Digital Engineering company engaged in providing Artificial Intelligence (AI), Defence Technology, Counter-UAV Systems, Cybersecurity, Digital Engineering and Managed Services solutions.
- The duo Suresh Zunzunwala and Sarabpreet kaur have checked in today with shares worth 5.3cr ~ 2.4% stake 🌟
#SMEUpdate #BulkDeal
Huge mistake
Mukul agarwal did not invest 10cr
I thought he was a part of subhkam
Really sorry
Honestly, did not expect #RAKSAN to list at flat
Mukul Agarwal invested 10cr in anchor book
Today's bulk deals will be important to watch
Honestly, did not expect #RAKSAN to list at flat
Mukul Agarwal invested 10cr in anchor book
Today's bulk deals will be important to watch