Subhajit (K2) @CorporateNaukar Twitter profile

Pinned Tweet

Subhajit (K2)

19 days

To invest in an SME (Small & Medium Enterprise), adopt the mindset of an SME (Strategic-Minded Entrepreneur), & that will pave the way to become an SME (Successful Money Enhancer)🙏 @LuckyInvest_ARK @GunavanthVaid @drprashantmish6 @SpangleAdvisors @ManickamRavich1 @Alchemist1320

0

10

Last Seen Profiles

@CoachGoodman

@MJMcFadyen

@Sadeja

@jessica_do75420

@TwirlyMcSwirl

@MizziReyes

@RealRea97520430

@CoachNared

@Dhonified

@nicolas_nj11

@saito_saitogod

@FirstModeHQ

@bokeplokalmalam

@IaggelosI

@CumminsLu

@axtenezaca

@192Vignoble

@jaber_s_n

@Basedaqdotcom

@GigenaFran

@TelegraphUS

@MonsieurX77

@moreoflokesh

@Tasawar963

@stock_luna

@halafrangie

@valdo_jesus15

@jimmyzachary

@LilyAngel_S

@TamesideCorr

@SecretHistBooks

@AstroBo33

@TrJesy

@sumantkabir

@DeteringLo90552

@TreyWilson9094

Subhajit (K2)

@CorporateNaukar

25 days

1⃣ First robotics company to be listed on BSE, installed 5,000 robots & 10,000 car parks in the last decade, Grew 40% YOY, Mgmt. offering strong growth guidance and has applied for MainBoard migration. Let’s see what’s next for Affordable Robotics (BSE: AFFORDABLE) A Thread🧵

14

93

453

Subhajit (K2)

@CorporateNaukar

3 months

Zero Anchors. Poor Subscription Numbers. Tepid Listing. This is how the journey of @atmastco (NSE: ATMASTCO) started 4 Months back. But a lot of things changed after that. Let's take a closer look at Atmastco's journey & current standing. A Thread🧵 Kindly bookmark & Retweet

7

32

148

Subhajit (K2)

@CorporateNaukar

5 months

The Beauty of SME Platform is that they offer an opportunity for Small but exciting businesses to get listed in BSE/NSE. Some of them do have a niche and aspire to grow by leaps and bounds. One such company is Faalcon Concepts (BSE : FAALCON).

5

18

128

Subhajit (K2)

@CorporateNaukar

2 months

1⃣ Anticipation surrounds the 2024 Budget for Smart Meters (Electric, Water, Gas), Data Centers, Electrification (Power), and Infrastructure (EPC). Interestingly, these sectors converge under one entity: Akanksha Power & Infra (NSE: AKANKSHA) A Thread🧵 Kindly Bookmark & Retweet

8

30

129

Subhajit (K2)

@CorporateNaukar

5 months

Hello Friends👋 I've been following SMEs for a while, and today I mustered the courage to share my thoughts. Before diving deep, I'd like to express my gratitude to @Aditya_joshi12 for introducing me to the SME World, & to @rajendray Sir for his continuous mentorship & guidance🙏

4

7

86

Subhajit (K2)

@CorporateNaukar

2 months

Recently, I came across a post on FOMO by @Vismaya9999 Ma’am, and it made me quite anxious to see Waaree Renewables bought at 2900 levels. Although the stock has experienced a significant drawdown of 40%, I BELIEVE IT WILL HAVE A BLOCKBUSTER Q1. Lets explore. A Small Thread 🧵

8

5

77

Subhajit (K2)

@CorporateNaukar

27 days

1⃣ 45% drop from yearly highs, promoter selling, investment funds & HNIs their stakes sounds like a series of negative signals, doesn’t it? So, why not delve into Felix Industries (NSE: FELIX) with these concerns and explore whether the outlook is as bad as it seems. A Thread🧵

5

13

56

Subhajit (K2)

@CorporateNaukar

2 months

1⃣ Extended Producer Responsibility (EPR) strives to enhance the sustainability of our consumption habits and minimize environmental impact. Let's delve into Gem Enviro Management (BSE: GEMENVIRO), a company actively involved in EPR A Thread🧵 Kindly Bookmark & Retweet

4

15

49

Subhajit (K2)

@CorporateNaukar

1 month

1⃣ With 20+ Years of experience, Strong Government collaborations, Water & Infra Theme Focus, ₹500 crore order book, and with the guidance of The Sangeeta Parekh, VVIP Infratech (BSE: VVIPIL) is poised to be a potential multibagger. A Thread🧵 Please bookmark & retweet!

5

11

45

Subhajit (K2)

@CorporateNaukar

3 months

1⃣ Today for a change, we are moving away from SMEs to dive headfirst into the exhilarating world of a LARGE CAP. In just a few months, it's surged an incredible 7x its IPO price, causing shockwaves. Let's take a plunge into the phenomenal journey of Navratna IREDA (NSE: IREDA)

1

2

41

Subhajit (K2)

@CorporateNaukar

3 months

India’s logistics sector, growing at 1.5 times the GDP rate, is a special focus for the Govt. as the logistics budget will be increased this FY. Today, we’ll take a closer look at Committed Cargo Care Limited which offers a broad spectrum of logistics services (NSE: COMMITTED)

3

7

37

Subhajit (K2)

@CorporateNaukar

11 days

Now this is HUGEEEEE !!!! QIP of 15.3 Lakh Shares equalling to 100 Crores !!!! Yes, You have read that right !!!!

Subhajit (K2)

@CorporateNaukar

2 months

1⃣ From pioneering the indigenization of submarine equipment to designing and constructing gear for the stealthiest ships ever built in the country - This Company has been in the forefront of the Make In India Movement. Lets give a shoutout to CFF Fluid Control (BSE: CFF)

2

3

16

4

1

31

Subhajit (K2)

@CorporateNaukar

1 month

Kya Chowkidar hi Chor Hain ? 🤔 Hindenburg Research shows That Madhabi Buch, The Current Chairperson Of SEBI & Her Husband Had Stakes In Both Obscure Offshore Funds Used In The Adani Money Siphoning Scandal. Will SEBI do the investigation where, their own chief is involved?

3

1

21

Subhajit (K2)

@CorporateNaukar

4 months

The 7th phase of voting has concluded, and now, all eyes in India eagerly await the results on the 4th. In the meantime, why not read about a company that's not only helping Next-Gen India to Learn but also Earn & Excel. Today let's read about them @LawSikho (NSE: LAWSIKHO)

1

3

20

Subhajit (K2)

@CorporateNaukar

1 year

@zhr_jafri Sigma Male of (Loss Making) Start-up community 🫡

1

0

20

Subhajit (K2)

@CorporateNaukar

19 days

@Aditya_joshi12 Except the Obvious Answers like Bondada and Oriana I will go for Atmastco and CFF Fluid

0

1

19

Subhajit (K2)

@CorporateNaukar

5 days

1⃣ This is a different type of thread! Please Read! How to spot the Red Flags of a company scamming its shareholders through deceptive practices. Take a look at this drone company, with a troublingly low promoter holding of just 28%. Let's see what type of Acharya Guru are they.

3

2

17

Subhajit (K2)

@CorporateNaukar

25 days

Subhajit enthusiastically tracks SME Markets and strongly believes in the India Growth Story. Beyond the markets, he works as a Business Strategy Professional. Disclaimer: Views expressed are personal🐂 Not offering buy/sell advice ❌ Always do your own due diligence🙏

3

2

17

Subhajit (K2)

@CorporateNaukar

2 months

1⃣ From pioneering the indigenization of submarine equipment to designing and constructing gear for the stealthiest ships ever built in the country - This Company has been in the forefront of the Make In India Movement. Lets give a shoutout to CFF Fluid Control (BSE: CFF)

2

3

16

Subhajit (K2)

@CorporateNaukar

1 month

Great to see the big boss @ManickamRavich1 in GEM 💎

Manickam Ravichandran

@ManickamRavich1

1 month

#GemEnviro Management Ltd achieved Revenue (32 Cr) from EPR services with 45% EBIDA margin (14.5 Cr) as per recent results (FY24). What is EPR? EPR (Extended Producer Responsibility) compliance guarantees that organizations take ownership of the environmental effect on their

9

35

157

1

15

Subhajit (K2)

@CorporateNaukar

2 years

@RehVormHaus @BenGeskin @nothing This is a nice observation 😃

0

15

Subhajit (K2)

@CorporateNaukar

3 months

⭐️Market Cap: ₹ 670 Cr. 🌱 ⭐️Order Book: ₹ 750+ Cr. 😱 ⭐️CMP: 272 ⭐️Current PE: 41 (Defence PE: 100) 😎 ⭐️PAT Growth YOY: 25% 💚 ⭐️OPM: 17% 🤯 ⭐️Promoter Holding: 68% ✅ ⭐️Website:

2

0

16

Subhajit (K2)

@CorporateNaukar

1 month

An amazing man with such clarity and humility. Felt great to meet you today @Alchemist1320 Sir ❤️

Learner Vivek Bajaj

@vivbajaj

1 month

What an amazing #Face2Face recorded with @Alchemist1320 Thx, Sirji, for coming all the way from London. Truly appreciate. Thx @AI_Feb21 for intro Three hours of detailed masterclass on SME Investing. We will make it live soon !!

43

22

325

1

0

16

Subhajit (K2)

@CorporateNaukar

25 days

9⃣ Some Key Personnel for ARAPL: @AraplSolutions , led by @MilindPadole5 Sir, who hasd previously deployed 2000 robots for Ford in Germany, pioneered robotic welding in India (India had zero robotic market penetration at that time) 💸Ace Investor @VijayKedia1 Sir has 10% Stake

4

0

15

Subhajit (K2)

@CorporateNaukar

19 days

What happens when a company with 57 Cr Sales in FY 24 gets a direct single order of 23 Cr. to be completed in FY 25? How much scale up awaits for Akanksha Power? Lets wait and watch 🤞

Subhajit (K2)

@CorporateNaukar

2 months

1⃣ Anticipation surrounds the 2024 Budget for Smart Meters (Electric, Water, Gas), Data Centers, Electrification (Power), and Infrastructure (EPC). Interestingly, these sectors converge under one entity: Akanksha Power & Infra (NSE: AKANKSHA) A Thread🧵 Kindly Bookmark & Retweet

8

30

129

2

1

15

Subhajit (K2)

@CorporateNaukar

24 days

1⃣ Last Week, On August 20th, 2024, The Ministry of Environment, Forest and Climate Change released a new amendment to Non-Ferrous/Non-Rusting Metal Recycling Rules. How will this impact India's Growth Story, and Who will all benefit? Let's Explore. A Small Thread 🧵

1

2

15

Subhajit (K2)

@CorporateNaukar

25 days

2⃣ Founded in 2005 in Pune, Affordable Robotics (ARAPL) has 350+ employees, a 200,000 sq. ft. state-of-the-art facility and a strong customer base in India & Other Parts of Asia. They specialize in: 🔶 One Stop Parking Solutions 🔶 Turnkey Automation 🔶 Warehouse Automation

1

14

Subhajit (K2)

@CorporateNaukar

5 months

5

1

14

Subhajit (K2)

@CorporateNaukar

23 days

@SpangleAdvisors Orthodox Investors are scared that a new gen of Investors are entering the Stock market space through SMEs and making outstanding returns. But little do they know that Change is the only constant. ❤️

1

0

13

Subhajit (K2)

@CorporateNaukar

3 months

@Aditya_joshi12 📌Stalwarts: @LuckyInvest_ARK @GunavanthVaid @drprashantmish6 📌Fundamental Picks : @Atulsingh_asan , @microcp2mltibgr , @Benemerentibus 📌SME: @Alchemist1320 , @ankitbahuguna84 , @AvinashGoraksha 📌Field Research : @vipul_mak , @iMicrocap 📌Pioneers: @rajendray , @Aditya_joshi12

3

0

13

Subhajit (K2)

@CorporateNaukar

8 days

@AnirbanManna10 @Sudheep8531 @drprashantmish6 @ronakdoshi6438 Kya milta hain bhai yeh sab karke @Sudheep8531 Better join hands and make the investing community better. Also learn from @drprashantmish6 Sir, who is a stalwart in the investing space. Keep ego aside and try to learn and grow. Mudslinging karke kya hi milega bhai ?

5

0

12

Subhajit (K2)

@CorporateNaukar

18 days

@drprashantmish6 Sir, need this post on LinkedIn too. Please 🙏

1

0

12

Subhajit (K2)

@CorporateNaukar

9 days

@drprashantmish6 Felix is well equipped with its ZLD Tech 🙏

2

0

11

Subhajit (K2)

@CorporateNaukar

11 days

102 Cr. Of Market Cap. 43 Cr. Revenue in FY 24 and today #Synoptics got an order of 10 Crores to be fulfilled in the next 3-4 Months. Outstanding!!

Nilesh Kurhade

@nileshkurhade

11 days

📌 SYNOPTICS TECHNOLOGIES LTD informed the exchange about a ₹994.35 Lakhs order for the deployment of BSNL 4G RAN I & C activity at 3,000 sites. The order will be executed in lots, with the first lot scheduled for completion by October 31, 2024, and the remaining by December 31,

0

1

11

1

0

11

Subhajit (K2)

@CorporateNaukar

9 days

I hope the market understands this !! GEM Enviro will definitely do well !!

Manickam Ravichandran

@ManickamRavich1

9 days

@StockMarket441 Plastic recycling and EPR business will see big growth in the coming quarters and years #GEM enviro will do really good in long term All recycle ♻️ companies going to see big growth in the coming years D: invested and biased. DYDD. View above is personal, only for study

0

4

29

1

11

Subhajit (K2)

@CorporateNaukar

2 months

Q1 FY 24-25 Estimates (2/2) ⭐️ Now, With a rough estimate, Q1 FY 24-25 Revenue should reach at least 2500/4 = 625 Cr. ⭐️ Expected Q1 PAT might reach a LIFETIME HIGH of 625*16.9% = 106 Cr. 🔶 Additionally, if the Backlog invoicing is added, it will lead to more 10-20 Cr. of PAT.

3

0

9

Subhajit (K2)

@CorporateNaukar

2 years

@_Junaidjarrar @Trolling_isart Vishuddh Chutiya hain woh! 100% Seal Packed. Tamper Proof.

1

0

10

Subhajit (K2)

@CorporateNaukar

10 days

Very good post on Jay Bee Laminations.

SJogi

@SaurabhJ1999

10 days

#jaybee #SMEIPO #Transformer 📌BULK DEAL:- Capri Global Holdings pvt ltd (promoter entity of 18,000 Cr mkt cap company) bought 1,50,000 shares of JAYBEE LAMINATIONS✅ at Rs.346.🔥 📌📌 ➡️ ➡️ ▪️Jay Bee Laminations Ltd✅ was established in 1988, it manufactures and supplies a

19

44

201

0

2

11

Subhajit (K2)

@CorporateNaukar

3 months

In addition to the existing ₹50 Cr. order book, Faalcon Concepts received another order worth ₹9.3 Cr. today, bringing the total to ₹59.3 Cr. Meanwhile, FY24 revenue stood at ₹18.5 crores. Interesting times lie ahead for Faalcon, provided they execute the projects on time.

Subhajit (K2)

@CorporateNaukar

5 months

Faalcon showcases a 50 Cr. order book (4x of FY 24 Rev.), offering a comprehensive breakdown of these orders and insights into ongoing projects. This transparent approach reflects the dynamic and youthful leadership, whose average age ranges from 28 to 34 years old. 🙌

1

0

6

1

3

11

Subhajit (K2)

@CorporateNaukar

3 months

Stock Related Vitals: ⭐️Market Cap: ₹ 58 Cr.🌱 ⭐️Reserves: ₹ 47 Cr. 🤑 ⭐️Debt: Zero ❤️ ⭐️CMP: ₹ 54 ⭐️Book Value: ₹ 54 (Same as CMP) 🤯 ⭐️Current PE: 14 (Industry PE: 40) 😎 ⭐️Promoter Holding: 68% ✅ ⭐️Website:

1

0

10

Subhajit (K2)

@CorporateNaukar

3 months

These 6 stocks are clear cases of PUMP AND DUMP ! Stay away from them and if any friend or family advices you to invest in these, stay away from them too !! 🙏 1️⃣ Varanium Cloud 2️⃣ Brightcom Group 3️⃣ Add Shop E-Retail 4️⃣White Organic Agro 5️⃣ Sadhna Broadcast 6️⃣ BGR Energy

0

1

9

Subhajit (K2)

@CorporateNaukar

5 months

Stock Related Vitals: ⭐️Market Cap: ₹ 56 Cr. 🌱 ⭐️Order Book: 50 Cr. 🚀 ⭐️CMP: 82 ✅ ⭐️Current PE: 31 🙂 ⭐️PAT Growth YOY: 83% 😱 ⭐️OPM: 19% 🤯 ⭐️Debt: 2 Cr. 🤏 ⭐️Promoter Holding: 66% ✅ ⭐️Website: Thanks for Reading!

2

0

10

Subhajit (K2)

@CorporateNaukar

7 days

@Sudheep8531 @drprashantmish6 Doc please forgive him. He is confessing an honest mistake. @Sudheep8531 bhai. Let's work together and co-exist. You are going awesome and will scale new heights @AnirbanManna10 is a good guy and is going great. Let's not compete. Lets thrive together ❤️

0

10

Subhajit (K2)

@CorporateNaukar

24 days

4⃣ Now, saying that there are 2 SME Companies which are working in the same segment and has caught my attention: 💚 Rajputana Industries: Copper, Aluminium & Alloys (Zinc) Recycling 💚 Sunlite Recycling: 2nd Largest Copper Scrap Importer & Recycler.

0

3

10

Subhajit (K2)

@CorporateNaukar

5 months

Stock Related Vitals: Market Cap: ₹ 46 Cr. CMP: 42 (Face Value 10, Book Value 28) Current PE: 19; Industry PE: 39 PAT Growth YOY: 37% OPM: 18% Debt: Zero Promoter Holding: 73% Website: Thanks for Reading!

4

0

10

Subhajit (K2)

@CorporateNaukar

1 year

Shahrukh Khan bhi SME se Main Board pe aaya hain - From Circus to Pathaan. What a session from @GunavanthVaid Ji. Thanks a lot for the collab @Aditya_joshi12 and @sovrennofficial Team 💯💯💯

0

9

Subhajit (K2)

@CorporateNaukar

2 months

Reasons for the Fall: 😢 Q4 FY 23-24 fell short of expectations with lower PAT & revenue than Q3 ☹️ Below Par ground execution led to this situation which is definitely not expected from them 😢 Invoicing of 100MW wasn't possible due to some operational constraints

2

0

9

Subhajit (K2)

@CorporateNaukar

5 months

This is Huge !!! ⚡️⚡️⚡️ Exhicon has won a significant tender from Nuclear Power Corporation of India Limited (NPCIL) to manage 120 events from June 2024 to April 2025. The events aim to promote nuclear power awareness and will be held across various states in India. 💪💪💪

1

2

9

Subhajit (K2)

@CorporateNaukar

2 months

Subhajit enthusiastically tracks SME Markets and strongly believes in the India Growth Story. Beyond the markets, he works as a business strategy professional. Disclaimer: Views expressed are personal🐂 Not offering buy/sell advice ❌ Always do your own due diligence🙏

0

8

Subhajit (K2)

@CorporateNaukar

3 months

The Indian Government seems to be heavily focussed on Water Management. The re-emphasised focus on Jal Shakti Ministry depicts the same. DRA Consultants can be a big beneficiary to this !

Subhajit (K2)

@CorporateNaukar

5 months

Water, Water, Water 🚰! The Water Theme seems to be captivating everyone's attention. 🙌 Be it Taylormade Renewables, Ion Exchange, Va Tech Wabag, Felix, or Shakti Pumps - Every Single Company has been applauded by the Public and Market for their contributions 💪

2

7

0

1

9

Subhajit (K2)

@CorporateNaukar

27 days

Subhajit enthusiastically tracks SME Markets and strongly believes in the India Growth Story. Beyond the markets, he works as a Business Strategy Professional. Disclaimer: Views expressed are personal🐂 Not offering buy/sell advice ❌ Always do your own due diligence🙏

1

0

9

Subhajit (K2)

@CorporateNaukar

2 months

Why I think Good Days are on the way: 🙂 Missed invoicing will be added to Q1 FY 24-25 😀 Learnt from their old mistakes and huge Order book of 2.3 GW for this year vs 0.7 GW last year 😯 Targeting 13 GW Gigantic Orderbook 😄 More play expected in Solar Rooftop + Hydrogen

1

0

8

Subhajit (K2)

@CorporateNaukar

5 months

Faalcon successfully drives diverse projects for hotels, financial institutions, corporate facilities, schools, and luxury homes. It has established a strong presence in Haryana, UP, Rajasthan, MP, Karnataka, Gujarat, Punjab, Delhi 🇮🇳, and West Africa 🌍

1

2

8

Subhajit (K2)

@CorporateNaukar

16 days

🌟 On this Teacher's Day, I want to express my heartfelt gratitude to all my SME Gurus who have been instrumental in my stock market journey. Your wisdom has not only helped me learn but also empowered me to earn and grow with confidence. Thank you for being my guiding light 🙏

0

8

Subhajit (K2)

@CorporateNaukar

1 month

Addictive Learning (Lawsikho) just pulled a power move by allocating warrants exclusively to its own promoter group, through preferential mode at Rs 292. That’s some serious confidence the promoters have in the company's future! Hats off to @law_ninja Sir. Like a boss 🙏

Subhajit (K2)

@CorporateNaukar

4 months

Founded in 2018, LawSikho (Addictive Learning) offers advanced legal courses for upskilling and test preparation and the courses are acredited by National Skill Development Corporation (NSDC) Currently, they are ranked #1 among 106 legal edtech companies worldwide🏆 Amazing !!

1

0

1

2

8

Subhajit (K2)

@CorporateNaukar

3 months

Subhajit enthusiastically tracks SME Markets and strongly believes in the India Growth Story. Beyond the markets, he works as a business strategy professional. Disclaimer: Views expressed are personal🐂 Not offering buy/sell advice ❌ Always do your own due diligence🙏

2

1

8

Subhajit (K2)

@CorporateNaukar

5 months

Subhajit enthusiastically tracks SME Markets and strongly believes in the India Growth Story. Beyond the markets, he works as a business strategy professional. Disclaimer: Views expressed are personal. Not offering buy/sell advice. Always conduct your due diligence. 🙏

2

0

8

Subhajit (K2)

@CorporateNaukar

5 months

Water, Water, Water 🚰! The Water Theme seems to be captivating everyone's attention. 🙌 Be it Taylormade Renewables, Ion Exchange, Va Tech Wabag, Felix, or Shakti Pumps - Every Single Company has been applauded by the Public and Market for their contributions 💪

2

7

Subhajit (K2)

@CorporateNaukar

3 months

The management conservatively expects an increase in Revenues by 30%-35% and considerable improvements in EBITDA in FY 25 due to: 1⃣ Geographical Expansions 2⃣ Leasing More Warehouses 3⃣ Expanding their Express Freight Business

1

0

7

Subhajit (K2)

@CorporateNaukar

27 days

5⃣Felix is going big on its business expansions and very recently: ⚡️Increased Stake from 55% to 76.5% in subsidiary Felix Industries LLC, based in OMAN 🌲Incorporated 2 New subsidiaries, Enovation Aquaprocess Private Limited (85% Stake) & Felix WMC Private Limited (55% Stake)

1

7

Subhajit (K2)

@CorporateNaukar

2 months

Q1 FY 24-25 Estimates (1/2) ⭐️ In FY 23-24, Implementation was done for 0.7 GW which led to 876 Cr Revenue, 148 Cr PAT ⭐️Therefore, PAT Margin is 16.9% and Revenue of 1.25 Cr/MW ⭐️ In FY 24-25, as per Mgmt. guidance, 2 GW can be easily done means (1.25*2000) = 2500 Cr Revenue

1

0

6

Subhajit (K2)

@CorporateNaukar

25 days

3⃣ ARAPL is present in 3 key robotic and automation segments. ⭐️ Robotic Multilevel Parking (1/3) Delivering efficient multi-level car parking solutions for densely populated urban areas. ARAPL has expanded their product range to 7 plan to introduce 10 new products in 2 Yrs.

1

0

7

Subhajit (K2)

@CorporateNaukar

15 days

Very beautifully explained. SMEs are the next big thing.

sarvamgoel

@sarvamgoel

15 days

1/ It seems like the SME segment is catching way too much unnecessary hate these days. Sure, there are a few bad apples – but let’s be honest, show me any industry that doesn’t have them. 🤷‍♂️

3

2

23

0

7

Subhajit (K2)

@CorporateNaukar

4 months

Consulting Services has always been considered a niche and top-shelf division, followed by good margins. What happens when Consulting & Growth Themes Merge? Previously I had written on DRA Consultants, following up with another one today featuring DMR Hydroengineering (BSE: DMR)

1

7

Subhajit (K2)

@CorporateNaukar

3 months

🔷On July 2020, they established a wholly owned subsidiary called Atmastco Defence Systems to manufacture protective gear for military applications, female troops and related activities. 🌟Trivia: Their Bullet Proof Jackets are already approved by the DRDO and production is on.

1

0

7

Subhajit (K2)

@CorporateNaukar

27 days

9⃣ Felix has an Excellent Revenue (R) & Profit (P) uptrend over the last 3 Years: FY 21 - R: 3.1 Cr. P: (0.6) Cr. FY 22 - R: 12.4 Cr. P: 0.9 Cr. FY 23 - R: 19.4 Cr. P: 1.2 Cr. FY 24 - R: 33.9 Cr. P: 5.0 Cr. ⚡️ After the positive turnaround in FY 22, it scaled itself far higher

1

2

7

Subhajit (K2)

@CorporateNaukar

3 months

🌟Committed Cargo Care Limited (CCCL), established in 1998 at Delhi, offers integrated logistics solutions and excels in managing import and export cargo as a Third-Party Logistics (3PL) provider. 🌟They are ISO 9001:2015 certified and accredited with IATA, FIATA and ACAAI.

1

2

7

Subhajit (K2)

@CorporateNaukar

2 months

Subhajit enthusiastically tracks SME Markets and strongly believes in the India Growth Story. Beyond the markets, he works as a business strategy professional. Disclaimer: Views expressed are personal🐂 Not offering buy/sell advice ❌ Always do your own due diligence🙏

0

7

Subhajit (K2)

@CorporateNaukar

25 days

8⃣ ARAPL has guided for a Revenue of 210+ Crores in FY 24-25 and EBITDA to grow at 80% and from FY 25-26, the growth is expected to grow by 3x. To ensure the same: 🤝5 channel partners identified for Sales and Service 🧑‍💻Increased Talent pool in design and tech by 50

1

0

6

Subhajit (K2)

@CorporateNaukar

17 days

@Aditya_joshi12 4 out of these 4 will do well !

0

6

Subhajit (K2)

@CorporateNaukar

5 months

Research karo toh aisa karo, warna na karo. Bahut sahi Vipul bhai. VOEPL is a trump card company who are doing good great things. I will be keeping an eye when their Toys Biz plays out !!

CA Vipul Makwana

@vipul_mak

5 months

🔦Flash Notes Virtuoso Optoelectronics Ltd (VOEPL) - Plant visit notes 08-04-2024, Nashik, Maharashtra Market Cap :- 556 Crores Stock P/E :- 71.6 C.M.P. :- 244 #stockmarkets #BSE

40

72

435

1

0

6

Subhajit (K2)

@CorporateNaukar

25 days

7⃣ ARAPL is into 3 growth streams which has a very hugh potential moving forward: ⚡️ Robotic Welding market to reach $13 Bn by 2027 with a CAGR of 11% ⚡️ Warehouse Automation to reach $300 Bn by 2027 with a CAGR of 15% ⚡️ Parking Robotics to grow at a CAGR of 17%

1

0

6

Subhajit (K2)

@CorporateNaukar

3 months

@JIX5A @TimesAlgebraIND Come back to India. Why stay in a pathetic country where you wont be respected 🙌

0

1

6

Subhajit (K2)

@CorporateNaukar

3 months

🔟 In its commitment to achieving NET CARBON ZERO, India aims to invest approximately ₹30 Lakh Crores in RE by 2030, potentially unlocking a debt market worth ₹22 Lakh Crores for green financing. 🌟IREDA with 31% share stands poised as a key beneficiary in this endeavor.

1

0

5

Subhajit (K2)

@CorporateNaukar

2 months

What made me interested in this Company ? 💎 Presence of Multiple Huge Growth Themes 📈 💎 Proven Experience & Clarity of Ambitious Promoter, Mr. Bipin Bihari Das Mohapatra⚡️ 💎 Guidance & Discussions with @rajendray Sir 💪

1

0

6

Subhajit (K2)

@CorporateNaukar

5 months

Faalcon specializes in the design, engineering, fabrication, and installation of facade systems. They provide a diverse range of products including glazing/curtain walls, premium aluminum doors, and windows, skylights, cladding, frameless glazing, MS structures, and, roofing 💪

1

0

6

Subhajit (K2)

@CorporateNaukar

2 years

@encoword Give Stock Android to Xiaomi Flagships - Moto will be out of business, Oneplus will be reeling in despair.

1

0

4

Subhajit (K2)

@CorporateNaukar

2 months

@Aditya_joshi12 @GunavanthVaid Sir as a father figure @LuckyInvest_ARK as an enthusiastic leader @ManickamRavich1 as a patron @rajendray as a guide @Aditya_joshi12 as a pioneer

1

0

5

Subhajit (K2)

@CorporateNaukar

19 days

Very well pointed out by @rajendray Sir. The story is similar to the Fox and the Grapes.

Rajendra 🇮🇳

@rajendray

19 days

@shyamsek suggest you to go back to 10 year old strategy and try to find out great SME and microcap companies and generate same kind of returns again. Instead of criticising SME companies and sme investors try to understand why they are doing well and how you can be part of this success.

1

5

73

0

6

Subhajit (K2)

@CorporateNaukar

5 months

Faalcon showcases a 50 Cr. order book (4x of FY 24 Rev.), offering a comprehensive breakdown of these orders and insights into ongoing projects. This transparent approach reflects the dynamic and youthful leadership, whose average age ranges from 28 to 34 years old. 🙌

1

0

6

Subhajit (K2)

@CorporateNaukar

25 days

5⃣ ⭐️ Warehouse Automation Solutions (3/3) Warehouse Execution Systems and Robotic Agents are integrated to create a unique operating system tailored for robot-led fulfillment. ARAPL offers 4 key products and has 8 Patents and also appointed Toyota Lift NW as Channel partner.

1

0

6

Subhajit (K2)

@CorporateNaukar

2 months

9⃣ What made me interested in this Company ? 💎 Huge Growth Potential in Defense, Nuclear Power & Fuel Cell 💎 World Class Collaborations 💎 Excellent Order Book 💎 Truly Make in India Mindset 💚 Special thanks to @Rahulgajra91 and @itkuni for their invaluable pointers.

1

0

6

Subhajit (K2)

@CorporateNaukar

5 months

Vipul bhai's recent efforts have been outstanding. He's consistently conducting field trips to provide investors like us with firsthand insights into companies poised for future growth. His dedication and hard work are truly remarkable.

CA Vipul Makwana

@vipul_mak

5 months

ICE Make Refrigeration Ltd (IMRL) | - Flash - Plant Visit notes - Ahmedabad, Gujarat, India Market Cap - 800 Crs Stock P.E. - 39 x C.M.P. - 507 Rs #StockMarketNews #nseindia #icemake #imrl

31

46

296

1

0

6

Subhajit (K2)

@CorporateNaukar

22 days

Physical AGMs have their own advantages as communications are direct and connecting with the head-honchos is easier. @vipul_mak has plans to visit Kolkata and Gujarat for the same. Stay tuned !!

CA Vipul Makwana

@vipul_mak

22 days

STOCK MARKETS LEARINGS : Physical AGM - PART 2 Annual General Meetings (AGM's) are hard to find by nowadays with the advent of Video Conferencing (VC) or Other Audio Visual Means (OAVM) Physical AGM's have their own advantages & charm List of Physical AGM is below :- -

5

7

57

0

6

Subhajit (K2)

@CorporateNaukar

5 months

Established in 2018, Faalcon has since acquired ISO 9001:2015 certification and has been recognized by the Federation of Indian Export Organisations (FIEO) as a Merchant Exporter with an IEC number. This accreditation enables Faalcon to export facade-related materials overseas 🏆

1

0

6

Subhajit (K2)

@CorporateNaukar

25 days

4⃣ ⭐️ Automated Robotic Welding (2/3) Automates welding to boost accuracy, improve safety, and reduce throughput time, making robotic welding a preferred alternative to manual metal joining. ARAPL has expanded their product range to 6 plan to introduce 15 new products in 2 Yrs

1

0

6

Subhajit (K2)

@CorporateNaukar

3 months

The Promoter, Mr. S Swaminathan is also poised on giving back to the society through CSR. Some of the events include: 💠Vocational Training 💠Tree Plantation 💠Annual Health Check 💠Blood Donation Camp He truly wants the COmpany to be AT the MAST (At the Top)

1

0

6

Subhajit (K2)

@CorporateNaukar

5 months

@hvgoenka Sir, with due respect, Your own brother, Our beloved Sanjiv Sir, a promoter of multiple profitable companies, is proudly based out of Kolkata. Are you also factoring him in ? You passed such a generalised comment like this ? Absolutely Unexpected from a person of your stature.

0

4

Subhajit (K2)

@CorporateNaukar

27 days

4⃣ Felix holds a portfolio of 450+ proprietary technologies that includes: 🔶 Physicochemical Membrane 🔶 Biological Membrane 🔶 Membrane Desalination 🔶 Thermal and hybrid treatments for managing water in all its forms

1

5

Subhajit (K2)

@CorporateNaukar

30 days

@GunavanthVaid Rajputana Industries are in the same segment i believe.

0

1

5

Subhajit (K2)

@CorporateNaukar

3 months

Primarily, CCCL Specializes in the following 5 functions of logistics: 🟩Cargo management solutions 🟩Order management 🟩International freight management 🟩Customs and cross-border movement 🟩Heavy and over-dimensional cargo movement

1

0

5

Subhajit (K2)

@CorporateNaukar

2 months

8⃣ The Revenue potential for the 12 low-frequency variable depth sonar systems is 600 Crs. 😎 Along with that, CFF as of July, 2024 has an orderbook of 520 Crs. of which a minimum of 200 Crs. of revenue is expected by FY 24-25. 😉 More orders are expected in the next 8 Months

1

0

5

Subhajit (K2)

@CorporateNaukar

2 months

2⃣ Established in 2013, GEM Enviro Management Limited is a waste management firm focused on recycling packaging waste, particularly plastic waste. Over time, the company expanded its operations to include the implementation of Plastic EPR Programs to comply with PWM Rules 2016

1

0

5

Subhajit (K2)

@CorporateNaukar

25 days

6⃣ ARAPL has developed 4 Proprietary Software (iWare developed as umbrella technology) including: 🔶 QR code Navigation for Autonomous Mobile Robots 🔶 Warehouse Management System for operations 🔶 WMS extend Warehouse Control System 🔶 WCS extend Robot Control System

1

0

5

Subhajit (K2)

@CorporateNaukar

19 days

As Sir stated, SME investing is no walk in the park. It’s not about charts or fundamentals; it’s about having the vision to see what’s coming next. The real challenge is spotting the emerging sectors that will dominate the future. If you can anticipate what lies ahead, Welcome !

Gunavanth Vaid

@GunavanthVaid

19 days

Post Covid we have seen the whole dynamics of business changing. Many young companies are getting huge opportunities due to several factors, most importantly China plus 1, Ukraine war, European crisis etc. A meaningful part of this opportunity has been rightly captured by

50

110

590

0

5

Subhajit (K2)

@CorporateNaukar

2 years

@sainaman2 Sir, One lame question - If a stock has so high PE (Around 110) how does that become a good bet for the future. P.S - The question is based on the Paranoia created by Adani stocks and their high PEs

1

0

5

Subhajit (K2)

@CorporateNaukar

3 months

Beautiful Thread on Premier Roadlines. Crisp and to the point❤️

Sovrenn

@sovrennofficial

3 months

🚀 The secret behind a 31% revenue growth target? #PremierRoadlines Ltd. is breaking records in the #logistics world! A thread 🧵 Please bookmark and retweet :)

2

26

98

0

2

5

Subhajit (K2)

@CorporateNaukar

1 month

6⃣ VVIPL’s dedication is evident in their significant investment in 11 new machines for upcoming developments. 🟠 VVIPL is set to submit tenders for projects worth ₹700 Cr. and is expected to be the Level 1 Bidder for 40% - 50% of them.

1

5

Subhajit (K2)

@CorporateNaukar

3 months

CCCL provides end-to-end logistic services and their revenue contribution from their business verticals are shared below: 🟡Marine & Air Logistics - 55% 🟡Custom Brokerage - 15% 🟡Express Freight - 7% 🟡Supply Chain Management – 6% 🟡Packaging & Warehousing – 6% 🟡Others - 11%

1

0

5