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This channel is not about giving stock tips. The objective is to understand businesses, think independently, and become better long-term investors.

Focus on Quality Businesses.
Focus on Compounding.
Focus on Long-Term Wealth Creation.

⚠️ Disclaimer: I am not a SEBI-registered investment advisor or research analyst. This channel is for educational purposes only. Please do your own research before buying or selling any stock.


Abhisek

Gsm Foils

Miracle miracle 😱

2 hours ago (edited) | [YT] | 0

Abhisek

The company is increasing its capacity by more than 3Γ—.

Analysis video πŸ‘‡
Sambhv Steel Q1 FY27 Results Analysis | 70% PAT Growth
https://youtu.be/c9RZkvgOCU4

5 hours ago (edited) | [YT] | 0

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 + ~β‚Ή600 Cr Jammu stainless-steel seamless pipe plant, both targeted by Mar-27.

Guidance: FY27 revenue ~β‚Ή5,000 Cr. FY28 revenue growth 25–35%, with Saudi revenue targeted at β‚Ή2,400–3,000 Cr.

Strong Saudi + India growth runway ahead.

Analysis video πŸ‘‡
MAN Industries Q1 FY27 Result and Concall Analysis | PAT +117.9% YoY
https://youtu.be/A-3j7cDHz3g

5 hours ago | [YT] | 0

Abhisek

Railways + Defence = Airfloa Rail Technology
Analysis video πŸ‘‡
Airfloa Rail Tech Q1 FY27 update | 200% Revenue Growth
https://youtu.be/unAaO5Bv7eY

1 day ago | [YT] | 0

Abhisek

Is Kaynes Tech’s 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. πŸ‘‡

Analysis video πŸ‘‡
Kaynes Technology Q1 FY27 Results & Concall Analysis | 40% Growth, β‚Ή9,000 Cr Order Book & OSAT/PCB
https://youtu.be/ymGbnSE0kM4

1 day ago | [YT] | 0

Abhisek

I think this company can exceed management’s guidance by 100% if execution stays on track.

Analysis video πŸ‘‡
Blue Water Logistics Q1 FY27 Result and Concall Analysis| 315.4% YoY Revenue Growth
https://youtu.be/8toxXPnd-x4

1 day ago | [YT] | 0

Abhisek

Margin expansion + PE expansion = powerful combination.

Analysis video πŸ‘‡

Vintage Coffee Q1 FY27 Results & Concall Analysis | 58% Revenue Growth
https://youtu.be/lzDf294MZaA

1 day ago | [YT] | 0

Abhisek

🚨 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 πŸ‘‡

πŸ”Ή First company in India to manufacture this class of liquid-cooled power modules

πŸ”Ή Technology enables higher power density, continuous high-load operation & better thermal management

πŸ”Ή Initial production aimed at North America & Europe

πŸ”Ή Supports Tritium’s TRI-FLEXβ„’ & DC-FLEXβ„’ DC charging systems

πŸ”Ή Future integration into Exicom’s Harmony DC chargers

πŸ”Ή Opens a new opportunity for high-value power electronics exports from India

πŸ”Ή Hyderabad facility uses automation, digital traceability & specialised testing

Analysis video πŸ‘‡
Exicom Tele-Systems Q1 FY27 Results and Concall Analysis| Revenue +61% YoY
https://youtu.be/MVrFYsdmK3Q

1 day ago (edited) | [YT] | 0

Abhisek

The company that gives ~40% growth guidance πŸ“ˆ

But the interesting part?

It has a track record of consistently exceeding its own guidance.

Guidance β†’ Execution β†’ Outperformance πŸš€

Analysis video πŸ‘‡
V-MARC India Q1 FY27 Results Analysis | PAT +163% YoY | Revenue +102%
https://youtu.be/zBjiFC0wB54

1 day ago | [YT] | 0

Abhisek

🚨 Syrma SGS β€” New Strategic Subsidiary

Syrma SGS has incorporated SYRMA KAGA ELECTRONICS PVT LTD with Kaga Electronics India.

πŸ”Ή Syrma SGS: 60%
πŸ”Ή Kaga Electronics: 40%
πŸ”Ή Focus: Electronics design, assembly & manufacturing
πŸ”Ή PCB & component manufacturing
πŸ”Ή Interface cards & semiconductor-related components
πŸ”Ή Electronic capacitors, resistors, coils & transformers

The subsidiary is newly incorporated and yet to commence operations, so no revenue/turnover is applicable currently.

Analysis video πŸ‘‡
Syrma SGS Q1 FY27 Results & Concall Analysis | 66.7% Revenue Growth | 111.7% PAT Growth
https://youtu.be/y5rEBqpNCsw

1 day ago | [YT] | 0