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Abhisek
Gsm Foils
Miracle miracle π±
2 hours ago (edited) | [YT] | 0
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Abhisek
The company is increasing its capacity by more than 3Γ.
Analysis video π
Sambhv Steel Q1 FY27 Results Analysis | 70% PAT Growth
https://youtu.be/c9RZkvgOCU4
5 hours ago (edited) | [YT] | 0
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Abhisek
MAN Industries is a large-diameter steel pipe manufacturer serving oil & gas, water, desalination & energy infrastructure.
Capacity: 1.2M+ MTPA India + 430K MTPA Saudi.
Capex: ~$50M Dammam coating facility + ~βΉ600 Cr Jammu stainless-steel seamless pipe plant, both targeted by Mar-27.
Guidance: FY27 revenue ~βΉ5,000 Cr. FY28 revenue growth 25β35%, with Saudi revenue targeted at βΉ2,400β3,000 Cr.
Strong Saudi + India growth runway ahead.
Analysis video π
MAN Industries Q1 FY27 Result and Concall Analysis | PAT +117.9% YoY
https://youtu.be/A-3j7cDHz3g
5 hours ago | [YT] | 0
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Abhisek
Railways + Defence = Airfloa Rail Technology
Analysis video π
Airfloa Rail Tech Q1 FY27 update | 200% Revenue Growth
https://youtu.be/unAaO5Bv7eY
1 day ago | [YT] | 0
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Abhisek
Is Kaynes Techβs result really that bad?
Watch the video to understand more than just the current results β look at management commentary, margin trajectory, capacity expansion and the long-term growth story before jumping to conclusions. π
Analysis video π
Kaynes Technology Q1 FY27 Results & Concall Analysis | 40% Growth, βΉ9,000 Cr Order Book & OSAT/PCB
https://youtu.be/ymGbnSE0kM4
1 day ago | [YT] | 0
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Abhisek
I think this company can exceed managementβs guidance by 100% if execution stays on track.
Analysis video π
Blue Water Logistics Q1 FY27 Result and Concall Analysis| 315.4% YoY Revenue Growth
https://youtu.be/8toxXPnd-x4
1 day ago | [YT] | 0
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Abhisek
Margin expansion + PE expansion = powerful combination.
Analysis video π
Vintage Coffee Q1 FY27 Results & Concall Analysis | 58% Revenue Growth
https://youtu.be/lzDf294MZaA
1 day ago | [YT] | 0
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Abhisek
π¨ Exicom β New EV Charging Technology Milestone
Exicom has started manufacturing liquid-cooled AC & DC power modules for EV chargers at its Hyderabad Smart Manufacturing Facility.
Key highlights π
πΉ First company in India to manufacture this class of liquid-cooled power modules
πΉ Technology enables higher power density, continuous high-load operation & better thermal management
πΉ Initial production aimed at North America & Europe
πΉ Supports Tritiumβs TRI-FLEXβ’ & DC-FLEXβ’ DC charging systems
πΉ Future integration into Exicomβs Harmony DC chargers
πΉ Opens a new opportunity for high-value power electronics exports from India
πΉ Hyderabad facility uses automation, digital traceability & specialised testing
Analysis video π
Exicom Tele-Systems Q1 FY27 Results and Concall Analysis| Revenue +61% YoY
https://youtu.be/MVrFYsdmK3Q
1 day ago (edited) | [YT] | 0
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Abhisek
The company that gives ~40% growth guidance π
But the interesting part?
It has a track record of consistently exceeding its own guidance.
Guidance β Execution β Outperformance π
Analysis video π
V-MARC India Q1 FY27 Results Analysis | PAT +163% YoY | Revenue +102%
https://youtu.be/zBjiFC0wB54
1 day ago | [YT] | 0
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Abhisek
π¨ Syrma SGS β New Strategic Subsidiary
Syrma SGS has incorporated SYRMA KAGA ELECTRONICS PVT LTD with Kaga Electronics India.
πΉ Syrma SGS: 60%
πΉ Kaga Electronics: 40%
πΉ Focus: Electronics design, assembly & manufacturing
πΉ PCB & component manufacturing
πΉ Interface cards & semiconductor-related components
πΉ Electronic capacitors, resistors, coils & transformers
The subsidiary is newly incorporated and yet to commence operations, so no revenue/turnover is applicable currently.
Analysis video π
Syrma SGS Q1 FY27 Results & Concall Analysis | 66.7% Revenue Growth | 111.7% PAT Growth
https://youtu.be/y5rEBqpNCsw
1 day ago | [YT] | 0
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