Dhandho Investor Profile
Dhandho Investor

@dhandhoinves

17,338
Followers
22
Following
334
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1,665
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Full Time Trader Investor :) always in search of small cap gonna be midcap :)

Joined July 2009
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@dhandhoinves
Dhandho Investor
5 months
SW SOLAR- Why Stock will be MEGABAGGER 1️⃣ NIGERIA- SUN AFRICA got sanctioned $ 10 billion with U S Exim for Solar Energy in Nigeria to be completed by 2030. Out of it, $ 2.2 billion order likely to be signed in May '24. Once this order gets under execution, Balance $ 7.8
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@dhandhoinves
Dhandho Investor
6 months
SW Solar- Stands above test( screenshot) RATIONALE ⏩ 1️⃣Biggest Solar EPC player 2️⃣$ 2.2 billion Nigeria order likely to be signed in few weeks which can take stock price in 4 digits 3️⃣Govt mandate of 50 GW/year Green energy upto 2030. ₹ 210000 cr opportunity 4️⃣Nigeria ( U S
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@dhandhoinves
Dhandho Investor
11 months
Dhandho"s Undervalued picks at CMP ✅Dhampur Sugar ✅SPML infra ✅CIGNITI ✅Ashapura Minechem ✅Prakash Ind ✅KFINTECH ✅Arihant Superstructure ✅SW Solar ✅Rajshree Sugar ✅IL&FS Engineering ✅ANSAL HOUSING ✅SME➡️Chavda Infra, Arabian Petroleum, ROX, Bondada, ✅Star Paper
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@dhandhoinves
Dhandho Investor
6 months
dhando megabaggers 🎯E2E was recommended FIRST by dhando @ 38(see ss) which has become 25x in 3.5 years. Silent performer although others hogging limelight who entered much later ✅ Sometimes we recommend stocks with REAL Multibagger potential but some investors remain sceptic
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@dhandhoinves
Dhandho Investor
6 months
SW Solar- Biggest Trigger 1️⃣What CNBC is referring to is 2.2 billion dollars order from Nigeria 2️⃣ $ 1.80 billion is EPC and $ 400 million is O&M 3️⃣Not only this is SINGLE BIGGEST ever order ( ₹ 18500 Cr) but it will have Highest Margin ( 16%) as well 4️⃣Back to Back UCs possible
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@dhandhoinves
Dhandho Investor
2 years
IBREAL ESTATE - Blockbuster post merger 1️⃣Will soon be Renamed EMBASSY REAL ESTATE 2️⃣Total Saleable/Leasable Area 78.7 million sq ft 3️⃣Net Residential Surplus 19070 Cr 4️⃣Sold Receivables 4224 Cr 5️⃣52W High 196 7️⃣Stock price upside in 2 years will surprise all
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@dhandhoinves
Dhandho Investor
8 months
In INVESTING, always remember Rome was not built in a DAY. In peak mkt, following stocks still offer Wealth Creation opportunity- ⏩RAMKY ⏩SW SOLAR ⏩Vindhya Telelink ⏩IBreal Estate ⏩ PRAKASH IND ⏩ANTONY WASTE ⏩SPML Infra ⏩Uttam Sugar ⏩EMS Ltd ⏩PIGL ⏩ Integrated
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@dhandhoinves
Dhandho Investor
11 months
PAISA FENKO WEALTH KO GROW HOTE DEKHO ✅SWSolar ✅Prakash Ind ✅Ashapura Minechem ✅CIGNITI ✅Shriram Piston ✅Shreyans Ind/NR Agarwal/Star Paper ✅UTTAM Sugar/Dhampur Sugar/ Rajshree Sugar( contrarian Ideas) ✅KOTYARK / ROX( NSE SME) ✅SPML/ Supreme Infra/ILFS Engineering
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@dhandhoinves
Dhandho Investor
1 year
Dhandho @ New Samvat ( investors, not traders) ➡️CIGNITI ➡️Bondada Engineering ➡️KFINTECH ➡️SW Solar ➡️ Ashapura Minechem ➡️Prakash Ind ➡️Waree Energies (Unlisted) ➡️RPP Infrastructure ➡️GAIL, GSPL ➡️Veranda Learning ➡️Rajshree Sugar ➡️EMS,Chavda Infra,SPML ➡️Shreyans, Ruchira
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@dhandhoinves
Dhandho Investor
1 year
Dhandho @ PRAKASH IND & Group co 1️⃣3 years back we recommended group co Prakash Pipes @ 30-40 (CMP 360-10x) 2️⃣ V swim against current n discover Gold from Iron Ore 3️⃣ PRAKASH IND to us FAIR VALUE ₹ 450-500 # PRAKASH will flood your PF with Prakash
@dhandhoinves
Dhandho Investor
1 year
PRAKASH IND- Unknown Fact 🎯Coal mine 1 million/t sale can give 500-700 Cr Ebidta 🎯Coal linkage now 2.2 million/t vl continue, takes care of steel prdn. Gets coal much cheaper than mkt rate 🎯To invest 150Cr for Coal washery 🎯Can become DEBT FREE ( like Prakash Pipe)
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@dhandhoinves
Dhandho Investor
11 months
INTEGRA ESSENTIA- Multibagger 1️⃣Setting up New Wine plant of this size can cost 250+ Cr n 2:years to start production 2️⃣Co has acquired Ready plant only for 40Cr 3️⃣Wine High Margin High profile biz 4️⃣ Cheapest stock which has other Biz verticals too For Investment portfolio
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@dhandhoinves
Dhandho Investor
2 years
If U need wealth to migrate from Tier III to Tier II city and from Tier II to Tier 1 city⤵️ Hold 1️⃣BCL Ind 2️⃣Hind Oil 3️⃣HUBTOWN 4️⃣GMR POWER 5️⃣SPML 6️⃣Rain Ind for 2-3 years ✅Huge potential of wealth creation from above
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@dhandhoinves
Dhandho Investor
11 months
PRAKASH IND- Cheapest Steel stock ➡️ Available @ 4.4xFY25EEPS ➡️So cheap only due to controversial background of promoter ➡️WILL be rerated and our conviction as strong as Ashapura ➡️Won't be surprised if trades @ 15PE next year # Be Early Bird
@dhandhoinves
Dhandho Investor
11 months
PRAKASH IND-For Prakash in yr PF 1️⃣H1 Rev 1900 Cr EPS 10 2️⃣Power Plant Iron Ore Mine n Coal linkage 3️⃣Commercial coal mine for Merchant Sale 4️⃣Mining Lease SIGNED. 5️⃣Can Add 500 Cr Ebidta to existing operations FY25 onwards # Only steel co with Multibagger Potential
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@dhandhoinves
Dhandho Investor
6 months
ATMASTCO- Real Make in India DEFENCE Play 1️⃣Co is scheduled to start Bullet Proof Jacket production by August end '24 2️⃣Co will not only replace Imports of Bullet Proof Jackets But can Export also 3️⃣See Screenshot- Govt has officially approved ATMASTCO for Exports. Giant step as
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@dhandhoinves
Dhandho Investor
3 years
Small-Midcap under pressure due to Loss booking for Tax Adjustment. For Investors, Good time to buy 1️⃣Hind Oil 2️⃣BCL 3️⃣KP Energy 4️⃣ INDSIL 5️⃣ Rasandik 6️⃣IMFA 7️⃣Asian Granito 8️⃣ CIGNITI
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@dhandhoinves
Dhandho Investor
11 months
ASHAPURA MINECHEM- Screamingly Undervalued 1️⃣ Mines lease upto 2037 n Renewable 2️⃣ Globally Bauxite reserves r valued @ $3/t. 3️⃣Ashapura reserves worth $3 billion 4️⃣Mcap tiny 3100 Cr #This Mine Pot of Gold for Investors
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@dhandhoinves
Dhandho Investor
5 months
AHLADA ENGINEERS- Cheapest Andhra Stock ✅ Pioneer in Steel Doors & Windows ( 4 plants). ➡️Capacity 3 lakh Doors & 60k Windows⬅️ ✅Also HiTech FIRE DOORS using Mineral Wool ✅Order Book 374 Cr Vs 160 Cr Mcap ✅ BV ₹ 106 ✅Reserves 125 Cr ✅ Spectacular Q4 EPS 5.08 Vs 2 QoQ ✅🎯
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@dhandhoinves
Dhandho Investor
10 months
ECOPLAST LTD- Microcap for BIG Returns ⏩Equity 3Cr BV ₹ 125 ⏩Q1 EPS₹6. Q2EPS ₹ 9.37 ⏩FY24EEPS ₹ 31 ⏩FY25EEPS ₹ 36-38 ⏩V Strong Brand ⏩Niche products/High Margins/ Varied User Industries ⏩Deeply Undervalued ⏩20 PE possible
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@dhandhoinves
Dhandho Investor
4 months
ATMASTCO- Upward movement to continue 1️⃣Gets ₹ 55 Cr order from Indian Oil Corporation (3rd New Order in a month 2️⃣Biz to scale New Highs. Co will get more such orders from Megha Engineering as Megha recently got 14000 Cr order from Nuclear Power Corp 3️⃣ Production of Bullet
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@dhandhoinves
Dhandho Investor
6 months
DHANDO POT OF GAINS( Saying Gold is exaggeration)⏩ ✅IBREAL ESTATE - Patience of 2 years can make your wealth 3.5x. ✅CIGNITI- Big corporate Action coming ✅VINDHYA TELELINK - Quoting @ 7.5xFY25 EEPS Decent Order Book. Bonus shares possible. Perhaps Cheapest Midcap ( Minimum
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@dhandhoinves
Dhandho Investor
10 months
PRAKASH IND- New Shareholders ✅Dolly Khanna ✅Mukul Aggarwal Other Big names should also follow soon # Clear visibility of Better Financials in coming years
@dhandhoinves
Dhandho Investor
10 months
PRAKASH IND- Readying to spread Wealth Prakash 1️⃣Final hurdle cleared for Coal Mines. Forest Dues paid 2️⃣ Steel operations FY24EEPS 18 3️⃣Bhaskarpara Coal mines can add 500 Cr Ebidta n 18 EPS from FY25 onwards # Dirt cheap @ 5PExFY25
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@dhandhoinves
Dhandho Investor
1 year
VISHNU PRAKASH R POGALIA- Dark Horse of Infra ✅We estimate co to get 2000 Cr worth New orders ✅ Existing order book of 4500 Cr can swell to 6000+ Cr ✅3 Year biz pipeline # Catch this Early Bird as co will be amongst biggest wealth creators in Infra
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@dhandhoinves
Dhandho Investor
7 months
INDIABULLS REAL ESTATE- Entering Lane of REAL Prosperity 1️⃣Despite ATH boom in Real Estate sector, Co has been underperforming as Co without promoter as Sameer fled India 2️⃣ As a result, Co couldn't launch New Projects and Ongoing projects also came to standstill 3️⃣Now Board
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@dhandhoinves
Dhandho Investor
10 months
SW SOLAR -Unstoppable 1️⃣ GOLDMAN, BNP, AB SunLife , BANDHAN in 1500 Cr QIP Allottees. Biggest vote of confidence in co's Growth ahead 2️⃣Promoter group Shapoorji(despite big debt at group level) put 342 Cr.Need v say more about co's Future 3️⃣FY25EEPS(nuwama)₹80 4️⃣20 PE possible
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@dhandhoinves
Dhandho Investor
2 months
ATPOLE TECHNOLOGIES P LTD- BONDADA GROUP CO 1️⃣ATPOLE ( unlisted) is engaged in production of BLDC motors 2️⃣ Specifically used in EVs Drones, Defense Applications 3️⃣ IPO after 15-18 months 4️⃣Promoter of KPI group has taken substantial stake in Pre IPO # Catch ATPOLE If you can
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@dhandhoinves
Dhandho Investor
1 year
KOTYARK- Sky is Limit for Growth 1️⃣Only Listed co in BIODIESEL 2️⃣Present blending with Diesel 0.3% Vs Govt tgt of 5% 3️⃣IOC HPCL BPCL permanent buyers. 4️⃣424 Cr orders of which 269 Cr to execute in H1FY24 5️⃣➡️ Explosive growth underway 6️⃣Green co Dirt cheap @ 9xFY24/6xFY25EEPS
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@dhandhoinves
Dhandho Investor
2 years
🆕✅LOKESH MACHINE - Gamechanger Defence Story 1️⃣ Existing Profit Making BV 84 2️⃣Makes CNC Machine, CAM & Crank & Fine Borers 3️⃣ Globally renowned Clients 💯4️⃣ Machine Pistol developed by Co approved by ➡️BSF CRPF CISF NSG⬅️ 5️⃣ Awesome Future
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@dhandhoinves
Dhandho Investor
10 months
PRAKASH IND- Readying to spread Wealth Prakash 1️⃣Final hurdle cleared for Coal Mines. Forest Dues paid 2️⃣ Steel operations FY24EEPS 18 3️⃣Bhaskarpara Coal mines can add 500 Cr Ebidta n 18 EPS from FY25 onwards # Dirt cheap @ 5PExFY25
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@dhandhoinves
Dhandho Investor
2 years
JAI CORP- All 5 fingers in Ghee 1️⃣Co has 25% stake in India's Biggest SEZ ( MSEZ, NMSEZ) 2️⃣Total area is 7500 Hectares ( not Acres) 3️⃣MAIN Trigger is that LandBank touching ➡️ Upcoming New Airport ➡️ JNPT Sea Front➡️ MTHL 4️⃣ Reportedly Land has appreciated 100x.
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@dhandhoinves
Dhandho Investor
1 year
SWSOLAR- Potential Multibagger 1️⃣As per Concall Order book now 6500 Cr (4500Cr) 2️⃣12K Cr Nigeria Order can kick in Q1FY25 onwards 3️⃣QIP in Nov vl improve Debt Profile 4️⃣BIG BIG- Reliance plan 100GW Green energy 5️⃣ Naturally ENTIRE EPC vl come to SWSolar # To be BIGGEST EPC Co
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@dhandhoinves
Dhandho Investor
10 months
PRESSTONIC( NSE)-Immense Growth Potential 1️⃣H1Rev 14.33 Cr PAT 1.53Cr 2️⃣Blended capacity utilisation just 38% 3️⃣68Cr Orders under Execution 4️⃣ MINIMUM 250Cr orders in 2 years(it's clients have 55400 Cr Metro/Vande Bharat Order Book)
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@dhandhoinves
Dhandho Investor
8 months
BONDADA ENGINEERING - Great Going 1️⃣All High Growth verticals in EPC 2️⃣Started Mfg. Already set up BONDADA Industrial Park. Again each product has immense potential 3️⃣1600 Cr order book 4️⃣L1 in another 1500 Cr 5️⃣KPI Green group to give Big orders 6️⃣Fastest Growing SME without
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@dhandhoinves
Dhandho Investor
8 months
INTEGRATED INDUSTRIES- EMERGING MICROCAP FMCG STAR ⭐ 1️⃣In Food/Bakery/Processed Food products, co is gaining popularity very fast 2️⃣Brands RICHLITE, CANBERRA, FUNTREAT, CREAMRICH, CREAMLITE 3️⃣Within 9 months of its operations, Co performing Full throttle 4️⃣Q3FY24 Rev 126 Cr PAT
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@dhandhoinves
Dhandho Investor
11 months
KOTYARK IND- This Biodiesel co to fuel yr PF 1️⃣Early Bird gains MAXIMUM 2️⃣We SEARCH. Others REsearch 3️⃣ Biodiesel story as Big as Ethanol 4️⃣Tender out for 7772 Cr 5️⃣KOTYARK WILL get 650-850 Cr( TTM Rev 189Cr at 18% capacity use) # Miss now and Repent Later
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@dhandhoinves
Dhandho Investor
5 months
KABRA EXTRUSION- ENTERS BESS+CHEAPEST EV BATTERY PLAY 1️⃣BATTRIXX capacity now 7,00,000 units Vs 2,50,000 in FY22 (see screenshot) 2️⃣Already done Partnership with Hero Electric, the Largest E2W company in India 3️⃣BATTRIXX alone can give 500 Cr Rev 4️⃣NOW JV WITH EVE POWER CO FOR
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@dhandhoinves
Dhandho Investor
2 years
CHEMTECH INDUSTRIAL VALVES-Microcap Dark Horse ✅66.09% Promoter stake was good enough ✅However promoter has increased to 73.78% thru Open Mkt Buy ✅This Innovative Valve mfr is set for much better future ✅29 Cr Mcap has potential to be 2x
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@dhandhoinves
Dhandho Investor
8 months
ATMASTCO (NSE)- Engineering & Defense Combo 1️⃣Bhilai based Atmastco has excellent track record in Steel Structural biz and EPC, doing great job for Biggies like L&T, TATA group 2️⃣ Already received approvals for Bullet Proof Jackets & Helmets. Production to start in August '24.
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@dhandhoinves
Dhandho Investor
8 months
ATMASTCO - Important Update ✅ Construction of Defense Plant underway ✅ Co already has License for 1 lac Bullet Proof Jackets n 1 Lac Helmets ✅Approvals in place from Military/Para Military ✅REAL n CHEAPEST DEFENSE STOCK ✅EPC/ Engineering Decision doing exceedingly well ✅700
@dhandhoinves
Dhandho Investor
8 months
ATMASTCO (NSE)- Engineering & Defense Combo 1️⃣Bhilai based Atmastco has excellent track record in Steel Structural biz and EPC, doing great job for Biggies like L&T, TATA group 2️⃣ Already received approvals for Bullet Proof Jackets & Helmets. Production to start in August '24.
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@dhandhoinves
Dhandho Investor
5 months
IBREAL ESTATE- Big Positive/Set to Soar & Soar High 1️⃣ Immediately upon receipt of P Offer money, New Promoters ( EMBASSY+BLACKSTONE) have swung into action 2️⃣ Embassy's 3 Landbank acquired ( clear title, ready to launch) 3️⃣ Potential 26 lakh sq ft. Approx Rev potential 20,000 Cr
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@dhandhoinves
Dhandho Investor
7 months
ATMASTCO- Big Positive 1️⃣Bullet Proof Jackets are already approved by the DRDO. DRDO has also promised to buy 30% of requirements from Atmastco even if they are L2 2️⃣Always L1 gets tenders. However DRDO will give even if L2 indicates that Govt needs Bullet Proof jackets
@dhandhoinves
Dhandho Investor
7 months
ATMASTCO- Bright Prospects 1️⃣Any company's future also linked to type of clients it has 2️⃣ATMASTO has completed prestigious project for ADANI 3️⃣In EPC, Co has orders from RIL NTPC SAIL BHEL VEDANTA JSPL 4️⃣Total order book approx 700 Cr. We estimate co can bag 700 Cr worth New
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@dhandhoinves
Dhandho Investor
7 months
ATMASTCO- Bright Prospects 1️⃣Any company's future also linked to type of clients it has 2️⃣ATMASTO has completed prestigious project for ADANI 3️⃣In EPC, Co has orders from RIL NTPC SAIL BHEL VEDANTA JSPL 4️⃣Total order book approx 700 Cr. We estimate co can bag 700 Cr worth New
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@dhandhoinves
Dhandho Investor
9 months
PRAKASH IND- COAL(GOLD) MINE to start in Q1 🎯All statutory dues paid 🎯Commercial coal sale from Bhaskarpara Coal mine to start in Q1 🎯Target 1 mn/t n 1.5 mn/t in FY25 n FY26 🎯FY25 EEPS 34-36 possible 🎯Should get 10PE ⏩Cheapest Steel Stock
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@dhandhoinves
Dhandho Investor
20 days
PIGL- Hidden Gem in Fastest Growing EPC ✅After raising 70 Cr, Co has charged high growth trajectory ✅ Acquisition of PEATON gives it entry in manufacturing. Will get customers like Tata Power, Airport Authority, Bharti etc ✅ Confident to bag orders in Solar EPC & entering
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@dhandhoinves
Dhandho Investor
3 years
HSCL manufacturer of CTP (Coal Tar Pitch) is trading at 28.32PE ✅RAIN INDUSTRIES - Indian MNC - World’s largest mfr of CTP and CPC, Advanced Materials. Also 4 mn Ton Cement. Turnover of US$2 billion is trading at 7.2PE #RAIN is cheapest Midcap. In FnO also
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@dhandhoinves
Dhandho Investor
2 years
DHANDHO Watch List- 1️⃣ Delta Corp 2️⃣ IBULHSG FINANCE 3️⃣ IBREAL ESTATE 4️⃣ INDSWIFT Lab 5️⃣ HINDUSTAN OIL 6️⃣PTC India 7️⃣ ANSALAPI 8️⃣BCL IND 9️⃣ Arrow Greentech 🔟HCC
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@dhandhoinves
Dhandho Investor
7 months
KONSTELEC ENGINEERING: ARIHANT CAPITAL CONCALL 1️⃣650 Cr Order Book as of Mar’24. Execution Timeline 18 months 2️⃣Co now will be eligible to bid for larger projects of 100 Cr (currently 50 Cr) 3️⃣Co is targeting higher Margins projects like Chemicals, Pharma, FMCG etc, apart from
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@dhandhoinves
Dhandho Investor
3 months
PIGL- Powerful Outlook 1️⃣Mcap just 130 Cr Vs 400 Cr Order Book 2️⃣FY25E Rev 170 Cr Vs 102 Cr in FY24 3️⃣FY25 E PAT 12 cr Vs 5.90 Cr in FY24 4️⃣ P Offer of 50 Cr. Promoter putting 18 Cr 5️⃣ Expecting big orders soon 6️⃣FY26E Rev 220 Cr 7️⃣ESM2 giving good opportunity to accumulate #
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@dhandhoinves
Dhandho Investor
10 months
Operational Metrics n future Financials suggest these stocks MOST UNDERVALUED ➡️@ cmp⬅️ ✅TFCI ✅AWHCL ✅SWSolar ✅EMS ✅Shriram Piston ✅CIGNITI ✅Supreme Power Equipment ✅KOTYARK ✅ECOPLAST ✅SHREYANS IND/ ✅Star Paper ✅Rajshree Sugar/✅Dollex/ Dhampur ✅Supreme
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@dhandhoinves
Dhandho Investor
9 months
If can ignore Quarterly variation n stay invested ⏩ ✅ UTTAM Sugar, INDIAN Sucrose, ✅Shreyans Ind, Star Paper, NR Agarwal ✅EMS Ltd ✅ANTONY WASTE ✅ CAPTAIN POLYPLAST ✅CIGNITI ✅SW Solar ✅Supreme Infrastructure ✅SPML Infrastructure ✅Prakash Ind ✅ ASHAPURA Minechem
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@dhandhoinves
Dhandho Investor
2 months
🎯Ganesh Green Bharat CMP 480 1️⃣Solar Modules +Solar EPC + Solar Pumps 2️⃣Integrated renewable player at 14 PE (FY26E) 3️⃣3X Solar Modules capacity expansion by Dec’24 4️⃣Management guidance: FY25E: Rev 350 Cr ; PAT 35-40 Cr 5️⃣Further, w expanded capacity, FY26 can be Rev 600
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@dhandhoinves
Dhandho Investor
3 months
K2 INFRAGEN- Finally enters Railway Segment ⏩ Co gets maiden order of 33.41 cr. Execution has started. Opens up immense potential to get big orders 🎯Co already has ( in Water infra, Road infra) unexecuted order book of approx 350 cr ⏩ Should end FY25 with 800 cr Order book
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@dhandhoinves
Dhandho Investor
11 months
SW Solar- Emerging as ADANI of SOLAR EPC ✅nuvama (Global Research Co) FY25E 1️⃣Rev 19240 Cr 2️⃣EBIDTA 1756 Cr 3️⃣PAT 1537 Cr 4️⃣EPS ₹ 81. PE 4.80 ✅Big Beat on our Estimates ✅$ 2.2 Billion order has HIGH Margin ✅If RELIANCE orders kick in, OPEN BLUE SKY Appreciation Possible
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@dhandhoinves
Dhandho Investor
10 months
PRAKASH IND - In Limelight ✅Heard on Street- 2 Ultra HNIs accumulating. Reason for UC again ✅Steel has higher margin due to 100% coal linkage ( cheaper than mkt price) ✅With cash flow from Merchant coal mines in FY25, can set up coal washery ## Aim for Almonds, Not Peanuts
@dhandhoinves
Dhandho Investor
11 months
PRAKASH IND- Cheapest Steel stock ➡️ Available @ 4.4xFY25EEPS ➡️So cheap only due to controversial background of promoter ➡️WILL be rerated and our conviction as strong as Ashapura ➡️Won't be surprised if trades @ 15PE next year # Be Early Bird
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@dhandhoinves
Dhandho Investor
11 months
PENNY Stock Lovers, Following have BIG ➡️Intrinsic⬅️ Value- 1️⃣ANSAL HOUSING 2️⃣ANSAL Properties 3️⃣ SUPREME INFRASTRUCTURE 4️⃣EAST WEST HOLDING 5️⃣ILFS Engineering 6️⃣RASANDIK ( Auto Ancillary n EV) # Risk Reward Ratio Highly Favourable
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@dhandhoinves
Dhandho Investor
11 months
ROX Hi TECH - Future ROX Star of SME I T 1️⃣ Renowned clients of respective Sectors 2️⃣Diversified User Sectors 3️⃣New Age Verticals with immense long term potential 4️⃣Right recipe for assured success 5️⃣IPO allottees exiting n Savvy Investors entering # Worthy of every IT portfolio
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@dhandhoinves
Dhandho Investor
11 months
Update on PENNY Stocks- ✅RASANDIK ENGINEERING has 5 plants. Ancillary for OEMs. Only co to develop EV 3 wheelers (7 Variants).Sold surplus Land. 29 Cr to use for DEBT Reduction Vs 65 Cr Mcap # Mcap can explode (EV+Auto Ancillary)
@dhandhoinves
Dhandho Investor
11 months
PENNY Stock Lovers, Following have BIG ➡️Intrinsic⬅️ Value- 1️⃣ANSAL HOUSING 2️⃣ANSAL Properties 3️⃣ SUPREME INFRASTRUCTURE 4️⃣EAST WEST HOLDING 5️⃣ILFS Engineering 6️⃣RASANDIK ( Auto Ancillary n EV) # Risk Reward Ratio Highly Favourable
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@dhandhoinves
Dhandho Investor
2 months
AFCOM- BONDADA IN MAKING!! 1️⃣Afcom in biz of Air Freight 2️⃣Only operator at Chennai Airport 3️⃣Two aircraft operational before IPO 4️⃣ Another 2 coming from IPO money 5️⃣Ref screenshot, Flippers who bought on listing day have exited 6️⃣Now big volumes unlikely & Back to Back circuit
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@dhandhoinves
Dhandho Investor
1 year
ESSEN SPECIALITY(NSE SME)- Investment for your PF 1️⃣Belongs to Rajoo Engineering 2️⃣ FORTUNE 500 Retailers r clients in 24 countries 3️⃣FY23 NP up 140%. NP 11.42% Vs 4.54% 4️⃣DE only 0.06 5️⃣At 45% capacity 6️⃣Q1FY24 ( not H1) can see HUGE NP jump
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@dhandhoinves
Dhandho Investor
3 months
AMBEY LABORATORIES (NSE)- Cheapest AgroChem Stock ⏩3rd Biggest mfr of 2,4-D ( well-known Herbicide used for crop protection). Competitors are Atul and Meghmani ⏩Major customers are UPL, Dhanuka etc ⏩ Recently Co has introduced new product PRETILACHLOR having Higher margins
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@dhandhoinves
Dhandho Investor
4 months
CLEAN ENERGY PUSH- SW SOLAR ➡️Solar Power Generation will be main focus in estimated $ 500-B investment ➡️In such a scenario, SWSOLAR ( biggest Solar EPC co) bound to benefit Most- 1️⃣400000Cr Co's TAM ( Total Addressable Market) 2️⃣ RELIANCE 100 GW Plan 3️⃣NIGERIA $ 10-Billion (
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@dhandhoinves
Dhandho Investor
20 days
ALPEX SOLAR- MEGA BAGGER IN MAKING/ MULTIPLE TRIGGERS ⏩Most efficient Execution skills ⏩Amongst Highest margin in sector ⏩ Solar panel Capacity already 840MW from 592 MW. To become 1200 MW by Oct end ⏩Solar Pump awesome growth. FY25 Rev can be 3x YoY ⏩ Aluminium Panel plant
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@dhandhoinves
Dhandho Investor
5 months
GENSOL- Solar +TRACKERS+ BESS+ EV 1️⃣Co has reported bumper financials as Q4 EBIDTA rose by 188% YoY and 218% for FY24 Vs FY23 2️⃣Has won 1st Order worth 450 Cr for BESS ( Battery Energy Storage System). BIG BREAKTHROUGH AS BESS PROSPECTS AS PROMISING AS SOLAR 3️⃣Will manufacture
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@dhandhoinves
Dhandho Investor
3 months
DELTA GALAXY ENGINEERING - UPCOMING SME IPO ⏩Co offers EPC services in Water infra, Irrigation, Mining, Road infra, Real Estate ⏩Co is subcontractor for PATEL ENG, Adani, L&T, Shapoorji, GMR etc. ⏩Working with these Corporates means co gets full payment on delivery, there is
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@dhandhoinves
Dhandho Investor
1 year
MSP Steel & Power- Potential Multibagger PENNY STOCK 1️⃣Sharp Turnaround 2️⃣Q1FY24 Rev 675 Cr Vs 625 Cr YoY 3️⃣PBILDT 5.48% Vs 2.28% YoY 4️⃣ Coming quarters should be still superior # Holding 2-3 years can give BIGGEST MULTIPLIER of Steel sector
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@dhandhoinves
Dhandho Investor
6 months
DRONE DESTINATION -PEER COMPARISON 1️⃣Paras Defence- Has got Drone spray order worth only 20 Cr for 5 lakh acres. FY25E Rev 280 Cr *Mcap 2800 Cr* 2️⃣DRONE DESTINATION - Got order worth 250 Cr for 30 lakh acre Drone Spray FY25E Rev 250-280 Cr FY26E Rev 400-450 Cr *Mcap 630 Cr*
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@dhandhoinves
Dhandho Investor
7 months
JP ASSOCIATES- REVIVAL AHEAD 1️⃣ Co is diversified biz conglomerate owns & operates five 5-star hotels with 867 Keys, EPC order book of 9000+ Cr, REAL Estate projects, Vast Land Bank, owns & operates Buddh F1 and MotoGP race Circuit and Cement plants with captive power plants
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@dhandhoinves
Dhandho Investor
1 year
GREAVES COTTON- Deeply Undervalued 1️⃣Has Cash in Hand Rs 60/ share 2️⃣FY24EEPS 10+. So cheapest EV play 3️⃣ Growing rapidly with expanding Retail Showroom Network 4️⃣ ICICI TP 215 very conservative
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@dhandhoinves
Dhandho Investor
11 months
SWSolar- Beginning of Spectacular Future 1️⃣Nigeria Order takes Order book to 19k+ Cr 2️⃣18 GW domestic tenders in pipeline. Being biggest Solar EPC, will get big portion 3️⃣RIL inhouse Green Energy Mega plans can take SWSolar in New Orbit 4️⃣ FY25EEPS 30-35 5️⃣ FY26EEPS 50-56
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@dhandhoinves
Dhandho Investor
10 months
PRAKASH IND-Still Early Bird/Top Steel Sector Pick 1⃣Steel operations H1 EPS 10. FY24EEPS 18 2⃣Merchant Coal Mines 25 mn/t reserves, probable life is 25 years. Proposal to produce annually approx 1.0Mn/t which should add ₹18 to existing EPS #Hold Medium term for MEGA Returns
@dhandhoinves
Dhandho Investor
10 months
PRAKASH IND - In Limelight ✅Heard on Street- 2 Ultra HNIs accumulating. Reason for UC again ✅Steel has higher margin due to 100% coal linkage ( cheaper than mkt price) ✅With cash flow from Merchant coal mines in FY25, can set up coal washery ## Aim for Almonds, Not Peanuts
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@dhandhoinves
Dhandho Investor
6 months
KP Energy - To energise yr Portfolio 🎯Any stock is good at a PARTICULAR price & NOT at ANY price. Right time to enter KPEL 1️⃣Completed 12.6MW ( source; SE). Total 222.6 MW complete against 250 MW order 2️⃣FY24 Rev 473 Cr. Order Book 2900 Cr 3️⃣So, Order Book 6xFY24 Rev 4️⃣We
@dhandhoinves
Dhandho Investor
6 months
KP ENERGY - Research beyond All 1️⃣ Capacity energised by Q3 end was 758.1 MW and by Q4 end it was at 829.5 MW. 2️⃣Projects in hand by Q4 end is at 1012.65 MW (see screenshot) 3️⃣ Calculation shows Q4 execution was 71MW fetching 207 Cr Revenue 4️⃣ 🎯Projects in hand is 1012 MW. This
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@dhandhoinves
Dhandho Investor
7 months
PRAKASH IND - Misinformation 1️⃣Stock price has fallen from recent High of 223 due to news of fall in Iron Ore prices 2️⃣ PRAKASH never sell Iron Ore in mkt 3️⃣It's captive Ore mines not sufficient for steel mfg 4️⃣Rather Co buys Iron Ore from mkt 5️⃣Fall in Ore price is positive
@dhandhoinves
Dhandho Investor
8 months
PRAKASH IND- Valuation & Outlook ↗️FY25EEPS 35 ↗️ Fully integrated Steel mill witn Iron Ore & Coal mines. Can get 15PE comfortably ↗️FY25 Target is 1 million Ton Coal ↗️If co can do 1.5 million ton Coal in FY26, EPS can be 45-50 # Staying invested for 2-3 years can deliver
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@dhandhoinves
Dhandho Investor
11 months
ARABIAN PETROLEUM- Dark Horse of Auto Lubricants 1️⃣FY23 Rev 243 Cr PAT 4.86 Cr 2️⃣H1FY24 Rev 118 Cr PAT 4.33 Cr ➡️Big margin improvement⬅️ 3️⃣Got AMERICAN PETROLEUM INSTITUTE certification. Big positive for Bright Future Outlook 4️⃣CMP can be 52W LOW Next Year
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@dhandhoinves
Dhandho Investor
2 months
URBAN ENVIRO- Cheapest Waste Management Stock/ Bright future ✅Provides Waste Management Solutions & Municipal Solid Waste ( MSW) Management ✅With 541 vehicles, 2000+ Tons of daily Waste Handling ✅Order Book 120 Cr with presence in 5 states 1️⃣ Excellent FY24- Rev up 162% to 102
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@dhandhoinves
Dhandho Investor
1 year
If have patience, Mcap of these Undervalued stocks to Expand ➡️ ✅TV18 BROADCAST ✅SKY GOLD ✅BONDADA ✅ SPECTRUM TALENT ✅QUICK TOUCH TECH ✅ HINDUSTAN OIL ✅CIGNITI ✅ PRAKASH IND ✅ ASHAPURA ✅SHREYANS IND ✅TNPL ✅NR AGARWAL ✅RUCHIRA ✅MARKOLINE ✅KN AGRI
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@dhandhoinves
Dhandho Investor
11 months
PRAKASH IND-For Prakash in yr PF 1️⃣H1 Rev 1900 Cr EPS 10 2️⃣Power Plant Iron Ore Mine n Coal linkage 3️⃣Commercial coal mine for Merchant Sale 4️⃣Mining Lease SIGNED. 5️⃣Can Add 500 Cr Ebidta to existing operations FY25 onwards # Only steel co with Multibagger Potential
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@dhandhoinves
Dhandho Investor
3 years
INDSIL HYDRO~Green Energy+Ferro Manganese 1️⃣21MW Hydel 2️⃣25MW Solar 3️⃣Oman JV in Ferro Manganese▶️has HUGE own mines 4️⃣Q3 EPS 13.85 5️⃣Tdg @ 2.2 PE FY23E 6️⃣Anil Kr Goel bought 2% 7️⃣Dirt Cheap #MULTIBAGGER # DYOR
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@dhandhoinves
Dhandho Investor
6 months
KP ENERGY - Research beyond All 1️⃣ Capacity energised by Q3 end was 758.1 MW and by Q4 end it was at 829.5 MW. 2️⃣Projects in hand by Q4 end is at 1012.65 MW (see screenshot) 3️⃣ Calculation shows Q4 execution was 71MW fetching 207 Cr Revenue 4️⃣ 🎯Projects in hand is 1012 MW. This
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@dhandhoinves
Dhandho Investor
7 months
NILA SPACES- Potential MEGABAGGER. 1️⃣Company has acquired development rights of 5.40 lakh sq ft built up area for development & sale of Luxurious Residential scheme ‘VIDA’ at GIFT City 2️⃣It will have SKY Park, 65000 sq. ft area of amenities, Twin Towers
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@dhandhoinves
Dhandho Investor
2 years
TEXMACO RAIL- Bullet Train in making 1️⃣TTM sales about 1600 Cr 2️⃣Order book touching 10000 Cr 3️⃣Means order book is 6xTTM sales ✅⏫✅However Order Book to be executed in 3 years 💯It means NOW Annual Sales will be 2xTTM # NEVER HAD IT SO GOOD
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@dhandhoinves
Dhandho Investor
9 months
ECOPLAST LTD- Spectator Q3/9m ⏩Q3FY24 EPS up 100% at 6.17 Vs 3 YoY ⏩9m EPS 21.47 Vs 3.77 ⏩Stock is tdg @ 11xFY24EEPS ⏩Has announced capacity Expansion ⏩Looks extremely cheap @ 9PExFY25 EEPS
@dhandhoinves
Dhandho Investor
10 months
ECOPLAST LTD- Microcap for BIG Returns ⏩Equity 3Cr BV ₹ 125 ⏩Q1 EPS₹6. Q2EPS ₹ 9.37 ⏩FY24EEPS ₹ 31 ⏩FY25EEPS ₹ 36-38 ⏩V Strong Brand ⏩Niche products/High Margins/ Varied User Industries ⏩Deeply Undervalued ⏩20 PE possible
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@dhandhoinves
Dhandho Investor
2 months
✅✅Vdeal System CMP 178 ➡️MCap 85Cr vs Revenue potential (existing plant): 100Cr 🎯Hot sector- Mfr of Smart electrical control panels ➡️FY24: Rev 26Cr ; PAT 3.1Cr Avg capacity utilisation: 25% ➡️Management guidance: 40-45% growth in FY25 and going forward ▶️40% CAGR ➡️With
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@dhandhoinves
Dhandho Investor
5 months
ATMASTCO- Ready for upward Journey/ Improved Margins 1️⃣H2 Rev 148 Cr Vs 76Cr in H1 2️⃣H2 PAT 10 Cr Vs 6.25 Cr in H1 3️⃣FY24 Rev 225 Cr Vs 243 Cr in FY23 4️⃣FY24 PAT 16.2 Cr Vs 13 Cr in FY23, up 30.8%. PAT Margin 7.5% vs 5.3% 5️⃣EBIDTA up 24.4% to 40 Cr. MARGIN up 460 bps from 12.1%
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@dhandhoinves
Dhandho Investor
1 year
SKY GOLD- Still Deeply Undervalued ( CMP 415) ✅ Tdg @ 6xFY25EEPS ✅Promoter very very confident in concall ✅If can walk his talk, FY26EEPS 95-100 on 4500 Cr Rev ✅Biz visibility as Leading brands r major customers
@dhandhoinves
Dhandho Investor
1 year
SKY GOLD LTD - Peer Comparison ✅3x Expansion completed ✅ Production started ✅In talks with TITAN KALYAN JEWELLERS for supply ✅ Still attractively valued @ 4.5xFY25EEPS ✅Peer group companies @ 20-50 PE
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@dhandhoinves
Dhandho Investor
1 year
ELECTROTHERM-ESM2 Biggest opportunity for investors 1️⃣After reporting Big turnaround in Q4 co has again reported Fabulous Q1 2️⃣Rev has flared to 931Cr Vs 681Cr 3️⃣NP whopping 39 Cr Vs 43 Cr Loss 4️⃣EPS 30.78. Annualized EPS 123 5️⃣Tiny Mcap 120 Cr Vs FY24E Rev 3800 Cr
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@dhandhoinves
Dhandho Investor
10 months
SPML Infra- Surprises in Store ✅ Likely to get V Soon ₹290 Cr under VSV scheme ✅All Debt assigned to NARCL for mere 405 Cr. May settle with SPML for 600 Cr ✅SPML can pay this in 3 years ( 290 Cr+550 Cr Arbitration awards won & 4000Cr in Arbitration ✅Finance Cost Nil ✅Water
@dhandhoinves
Dhandho Investor
11 months
SPML Infra- Future Perfect ✅Was dominant player in Water Infra. ✅PQ(pre-qualification) is main Asset of Infra Co n SPML stands tallest ✅Bad days due to clients non-payment ✅ Already won 999 Cr Arbitration Awards ✅Now bids only FUNDED tenders #Govt Water Infra thrust biggest
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@dhandhoinves
Dhandho Investor
7 months
PIGL- Coming out of Shadow/Potential Multibagger 1️⃣Power Electrical EPC Contractor available at screamingly Low Valuation 2️⃣Mcap Just 75 Cr Vs Robust UNEXECUTED order book of 300 Cr 3️⃣Q4 is peak for EPC companies. We estimate Q4 NP 3Cr+ 4️⃣FY25E Rev 160 Cr NP 10+ Cr 5️⃣Has hired
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@dhandhoinves
Dhandho Investor
3 months
ARROW GREENTECH- SMASHING Q1/BLOCKBUSTER FUTURE 1️⃣Q1 EPS 13.36 Vs 6.72 QoQ Vs 6.19 YoY 2️⃣ Monopoly mfr of Anti Counterfeit Thread 3️⃣ PERMANENT Biz outlook. So long as ₹ currency in circulation, Arrow will have biz 4️⃣FY25E EPS 50 5️⃣ Immense immense Export mkt waiting 6️⃣31
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@dhandhoinves
Dhandho Investor
6 months
DRONE DESTINATION- On Cloud 9 ✅1st DGCA approved has Tremendous outlook ✅ MOST Prestigious clients (see ss) ✅ Four Path Breaking Biz Verticals( see ss) ➡️ 🎯RENT-A-DRONE can become household name 🎯 AGRI SPRAY- Market size is 90 million acres. Co can easily generate 120-180 Cr
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@dhandhoinves
Dhandho Investor
1 year
JAGATJIT IND- Dark Horse of IMFL 1️⃣Q1 Rev 132 Cr with positive NP 2️⃣ Management guidelines 800 Cr Rev for FY24 ( Vs 506 Cr in FY23) 3️⃣Means coming quarters to see terrific growth 3️⃣Entered New Markets # Risk to Reward Ratio favourable
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@dhandhoinves
Dhandho Investor
9 months
SUNIDHI on SW SOLAR- TP 1346 1️⃣FY25EEPS 47.1 2️⃣FY26EEPS 67.3 ➡️Sharp dip in Solar Panel price ( from $ 0.27 to $0.11) to lift margin in Unexecuted orders in hand ( fixed price contracts) # Holding for 5 years can prove to be HUGE Wealth Multiplier
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@dhandhoinves
Dhandho Investor
1 year
MARKOLINE (BSE SME)-Most Bright Outlook 1️⃣NHAI has pipeline of 1.09 lakh kms 2️⃣Co has 35% mkt share in HIGHWAY O&M. Huge huge potential. Cube (one of the largest investors in roads) as top client 🔥 3️⃣500Cr L1 can be cfm Order anyday soon
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@dhandhoinves
Dhandho Investor
5 months
ARROW GREENTECH- 1 of 7ven Global Players 1️⃣ Monopoly mfr of Anticounterfeit Currency Thread in India. Globally Total 7 mfrs 2️⃣Still quoting @ 13xFY25EEPS, mainly due to Low Profile promoter 3️⃣ATH Q4 FY24- ✅ Rev 48Crc Vs 25Cr ✅ PAT 16Cr Vs 7Cr ✅ EPS ₹ 10.53 Vs 4.69 4️⃣FY24 Vs
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@dhandhoinves
Dhandho Investor
7 months
1️⃣Don't Regret if Market goes up after selling some of your holding 2️⃣If you sell and market goes down, don't regret for not having sold more 3️⃣If you dont sell and market goes up, Don't regret for not having bought more ✅Have faith in our Ideas➡️ ⏩IBREAL ESTATE ⏩ VINDHYA TELE
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@dhandhoinves
Dhandho Investor
1 year
BONDADA ENGINEERING- Emerging Dada of SME 1️⃣ Literally Marquee Clients . Will ensure Growing Biz 2️⃣FY24 Rev/NP can Grow 80% YoY 3️⃣Telecom Infrastructure, SOLAR EPC, O&M, GREEN CONSTRUCTION Products, OFC service ➡️Each High Growth sector 4️⃣BSNL Order execution on schedule
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@dhandhoinves
Dhandho Investor
8 months
Sequent Scientific: Highly Umdervalued India's leading animal health company, with presence in 5+ continents across 100 countries. It provides a wide-ranging portfolio of animal health products, including Finished Dose Formulations, APIs, as well as analytical services to the
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@dhandhoinves
Dhandho Investor
10 months
ECOPLAST LTD- Outlook remain Bright ⏩ESM2 provides opportunity to get it cheap ⏩User Industries-F&B, Cosmetics & Toiletries, Pet Foods, Cable Wrap, Metalizing, Cement Packing, Automobile,Surgical, Easy Peel Seal film, Pharma, Agro Film ⏩Not only Rev will expand but Mcap too
@dhandhoinves
Dhandho Investor
10 months
ECOPLAST LTD- Microcap for BIG Returns ⏩Equity 3Cr BV ₹ 125 ⏩Q1 EPS₹6. Q2EPS ₹ 9.37 ⏩FY24EEPS ₹ 31 ⏩FY25EEPS ₹ 36-38 ⏩V Strong Brand ⏩Niche products/High Margins/ Varied User Industries ⏩Deeply Undervalued ⏩20 PE possible
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@dhandhoinves
Dhandho Investor
10 months
ANSAL HOUSING- Out of ESM/Unmissable ⏩ Stock was lying low only due to ESM ⏩Now circuit is 10% ⏩Only Real estate stock tdg Below par ⏩ Looking at Landbank in various cities, Mcap can be 4-5x
@dhandhoinves
Dhandho Investor
1 year
ANSAL HOUSING (507828)- Penny Stock in Real Estate 1️⃣Q2 Rev 131 Cr NP 6.58Cr 2️⃣Mcap ONLY 62 Cr 3️⃣ Debt 350 Cr may settled for 250 Cr or so 4️⃣ Multiple projects in Tier 2 cities 5️⃣Stock so Low due to ESM2
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@dhandhoinves
Dhandho Investor
2 months
EQUINOX - MOST PROMISING RE STOCK ▶️See ss. Just from 7 projects, Co expects 7800 Cr Surplus ▶️Mcap of Equinox ( entire RE portfolio) is just 8800 cr ▶️Above 7 projects are tip of iceberg ▶️Post merger with Embassy ( NCLT nod soon) Equinox will be BIGGEST Listed RE company
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@dhandhoinves
Dhandho Investor
9 months
PRAKASH IND- Q4/9m All round improvement/Brighter Outlook 1️⃣Q3 Rev up 16% to 885 Cr Vs 761Cr 2️⃣Ebidta up 25% to 130 Cr Vs 104 Cr 3️⃣PAT up 78% to 81 Cr Vs 45 Cr 4️⃣9m Rev up 15% 2787Cr 5️⃣EBIDTA up 35% to 422Cr 6️⃣PAT up 96% to 259 Cr Vs 133 Cr 7️⃣Bhaskarpada Merchant coal mine
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@dhandhoinves
Dhandho Investor
13 days
🎯David ( AFCOM ) Vs Goliath ( Blue Dart) 1️⃣ Goliath FY24 Rev 5268 Cr NP 301 Cr. NP 5.71% 2️⃣David FY24 Rev 148 Cr NP 25 Cr. NP 16.90% ( 2.95x Goliath ) ✅💎David set for Exponential Growth➡️ ⏩FY25E Revenue 450-480 Cr Vs 148 Cr YoY ⏩FY26E Revenue 950-1000 Cr ⏩FY27E not giving
@dhandhoinves
Dhandho Investor
1 month
AFCOM HOLDING - Bumper FY24( pre ipo Financials)/Truly Splendid Outlook 1️⃣Has reported SUPER Financials for FY24 ( before IPO launched)- ✅Rev jumps 74% to 148 Cr Vs 85 Cr ✅PBT flares 88.5% to 34.31 Cr Vs 18.20 Cr ✅PAT zooms 85.70% to 25.44 Cr Vs 13.70 Cr 🎯PBT Margin 23.18%.
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