Yes there is a company called Ashapura minechem which actually exports bauxite to china. UNO Reverse here.
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🚀 Ashapura Minechem is no longer just a bentonite company.
From 3.5 MT → 8 MT bauxite exports in just one year, with management targeting 10–12 MT in FY27 and 15 MT ahead.
💡 The market sees a commodity miner. The opportunity may be a rapidly scaling African mining platform.
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Short To Mid Term retweeted
🆕⤵️📢
💹 ASHAPURA MINECHEM
🎇 CMP- 672-673
#ASHAPURMIN
💥 DISCLAIMER 💯
⬇️
CHART, LEVEL'S, DATA & VIEW SHOULD NOT BE CONSIDERED AS A BUY OR SELL RECOMMENDATION, IT'S ONLY FOR EDUCATION PURPOSE ✅
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Jamnagar is cursed because of a horse the ruler coveted
Hence Pratap Vilas Palace is dark and uninhabited till date
The lady who swore revenge is worshipped as Goddess Ashapura
Statues of her have only a set of eyes and were made in our street
Whoever lived there has to be
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Jun 14
Few microcaps looking interesting based on recent concalls.
Common thread: Strong revenue growth, visible catalysts,Guidance, tailwinds & possibly operating leverage
-Ashapura Minechem
-OnEMI Technology
-Advait Energy
-Trishakti Industries
-L.T. Elevator
-Tembo Global
-Apex Ecotech
-Ceinsys Tech
-Sealmatic India
-Sigachi Industries
-IZMO
-Freshara Agro Exports
Not a recommendation. Just my focused watchlist from the current execution growth basket.
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Jun 14
Precision Wires India
▪ Yatharth Hospital
▪ Sedemac Mechatronics
▪ Interarch Building Products
▪ Ashapura Minechem
▪ Belrise Industries
▪ Senores Pharmaceuticals
📌 Track their earnings growth, order book position, capacity expansion, management execution.
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Jun 14
🔥 15 Small-Cap Stocks Worth Tracking Closely 📈
The next generation of market leaders may already be hiding in plain sight.
Here are 15 businesses currently on my research watchlist:
▪ Aeroflex Industries
▪ TD Power Systems
▪ Apollo Micro Systems
▪ Anand Rathi Wealth
▪ KRN Heat Exchanger
▪ Astra Microwave
▪ Quality Power
▪ Krishna Defence
▪ Precision Wires India
▪ Yatharth Hospital
▪ Sedemac Mechatronics
▪ Interarch Building Products
▪ Ashapura Minechem
▪ Belrise Industries
▪ Senores Pharmaceuticals
📌 Track their earnings growth, order book position, capacity expansion, management execution, and industry tailwinds.
Today's small caps can become tomorrow's market leaders.
⚠️ Disclaimer: This watchlist is shared solely for educational, research, and tracking purposes.
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Jun 14
🔥 15 Small-Cap Stocks Worth Tracking Closely 📈
The next generation of market leaders may already be hiding in plain sight.
Here are 15 businesses currently on my research watchlist:
▪ Aeroflex Industries
▪ TD Power Systems
▪ Apollo Micro Systems
▪ Anand Rathi Wealth
▪ KRN Heat Exchanger
▪ Astra Microwave
▪ Quality Power
▪ Krishna Defence
▪ Precision Wires India
▪ Yatharth Hospital
▪ Sedemac Mechatronics
▪ Interarch Building Products
▪ Ashapura Minechem
▪ Belrise Industries
▪ Senores Pharmaceuticals
📌 Track their earnings growth, order book position, capacity expansion, management execution, and industry tailwinds.
Today's small caps can become tomorrow's market leaders.
⚠️ Disclaimer: This watchlist is shared solely for educational, research, and tracking purposes.
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Jun 14
List of 50 #SmallCap companies which have posted strong numbers in recent concluded #Q4 #earnings season:
1. Ajmera Realty
2. Alpex Solar
3. Apollo Micro System
4. Ashapura Minechem
5. Ather Energy
6. Atlanta Electricals
7. BSE
8. Cupid
9. D.P. Abhushan
10. Fujiyama Power
11. Garuda Construction
12. HFCL
13. K.P. Energy
14. Kalpataru
15. Kernex Microsystems
16. Kesar India
17. KP Green Engg.
18. KSH International
19. Lloyds Metals
20. Manorama Indust.
21. MCX
22. MTAR Tech
23. Muthoot Finance
24. Narayana Hrudaya
25. Netweb
26. Neuland Laboratories
27. Oberoi Realty
28. Oriana Power Ltd
29. Paras Defence
30. Physicswallah
31. Pondy Oxides
32. Poonawalla Fin
33. Prec. Wires (I)
34. Quality Power
35. Ram Ratna Wires
36. Raymond Realty
37. Sasken
38. Senores Pharma.
39. Sigma Advanced
40. Sky Gold
41. Solarworld Energy
42. Sona BLW Precis.
43. Syrma SGS Tech.
44. TD Power Systems
45. Thangamayil Jewellery
46. Titan Company
47. V2 Retail
48. Vidya Wires
49. Vintage Coffee
50. Waaree Energies
#IndianStockMarket #Nifty #Sensex #Investing #StockMarketIndia #Multibagger
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Anybody Can Invest-ABCI retweeted
Jun 13
🏗️ Ashapura Minechem Limited | Q4 & FY26 Concall Highlights 📊
▪️ Blockbuster Financial Performance:
FY26 recorded the best year in the company’s history. Full-year consolidated revenue jumped 91% YoY to ₹5,237 crore. EBITDA surged to ₹674 crore, and PBT rose to ₹450 crore.
▪️ Spectacular Q4 Revenue Spike:
Q4 FY26 consolidated revenue stood at ₹1,969 crore, marking a massive 105% growth quarter-on-quarter (QoQ) compared to ₹960 crore in Q3 FY26.
▪️ Guinea as the Mega Growth Engine:
The Guinea bauxite operations were the primary growth driver for the company, contributing a staggering ₹4,200 crore to the total revenue and ₹561 crore to the consolidated EBITDA.
▪️ Bauxite Volume Surged:
Bauxite export volumes from Guinea nearly doubled to 8 million tons in FY26 (up from 3.5 million tons in FY25). Management has guided an aggressive target of 10–12 million tons for FY27, eyeing 15 million tons by FY28.
▪️ Near-Term Margin Headwinds:
Intense ocean freight inflation, higher fuel costs, and LME-linked Guinea taxes squeezed margins in Q4, compressing the bauxite EBITDA to $5.9 per ton. Management expects Q1 FY27 margins to remain under similar pressure before recovering later in the year.
▪️ Long-Term Freight Hedging:
To tackle spot freight volatility, the company benefited from long-term freight commitments with select shipping lines. Management is actively negotiating more long-term freight contracts to safeguard future margins.
▪️ Game-Changing Quota System Moat:
The upcoming Guinea government bauxite quota system will primarily cap ultra-large players. Combined with a 3-to-5-year freeze on new mining licenses, this acts as a powerful structural moat for established players like Ashapura.
▪️ Strategic Tax Shield Advantage:
Management confirmed that the company will enjoy a minimal to zero income tax bracket in Guinea for the next 1–2 years due to investment recovery clauses. Indian operations also have negligible tax outgo, maximizing free cash flow.
▪️ Massive India Expansion & Capex:
Ashapura is executing a ₹150 crore capex for its Indian operations over the next year. It also secured 7 new bentonite leases in Q4, securing backward integration for its dominant domestic position (35% market share, >40% export share).
▪️ Foraying into Iron Ore Value-Add:
The company is aggressively scaling its iron ore business. Over the next 3–4 quarters, it will establish a beneficiation plant to upgrade lower-grade ore to an export-ready 60% Fe grade, prioritizing direct commercialization before moving to pelletization.
▪️ Shareholder Reward:
Reflecting management's long-term business confidence, the board has recommended a 100% dividend for FY26.
🚫 No Recommendation. DYODD.
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#Smallcaps with strong potential
Aeroflex Industries
Atlanta Electricals
Vidya Wires
POCL
Sedemac Mechatronics
Yatharth Hospital
Park Medi World
Krishna Defence
Interarch Building
Ashapura Minechem
Apollo Micro Systems
Senores Pharmaceuticals
Precision Wires India
Anand Rathi Wealth
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Jun 12
Ashapura Minechem Q4 FY26 Concall: Management on Mineral Demand, Margins... youtu.be/CH2xzkPwRNo?si=0uUp… via @YouTube
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Jun 12
25 SOLID SMALL CAP STOCKS TO STUDY, TRACK & RESEARCH 🔥📊🧾
▪ Vintage Coffee
▪ Aeroflex Industries
▪ KSH International
▪ Atlanta Electricals
▪ Quality Power
▪ TD Power Systems
▪ Vidya Wires
▪ POCL
▪ Sigma Advanced Systems
▪ Sedemac Mechatronics
▪ Yatharth Hospital
▪ Park Medi World
▪ Bhagyanagar India
▪ Krishna Defence
▪ Interarch Building
▪ KRN Heat Exchanger
▪ Nephrocare Health
▪ Belrise Industries
▪ Powerica
▪ Ashapura Minechem
▪ Apollo Micro Systems
▪ Senores Pharmaceuticals
▪ Astra Microwave
▪ Precision Wires India
▪ Anand Rathi Wealth
WHY TRACK QUALITY SMALL CAP BUSINESSES?
▪ Many of tomorrow's market leaders begin their journey as small-cap companies.
▪ Tracking quality businesses helps investors identify opportunities early before they become widely recognized by the market.
▪ Continuous monitoring of earnings, order books, expansion plans, industry developments, and management commentary provides valuable insights into a company's future potential.
▪ Not every stock will succeed, but studying quality businesses improves the probability of finding long-term wealth creators.
DISCLAIMER
The above list is prepared solely for educational, learning, research, and tracking purposes. This is not a buy, sell, or hold recommendation. Investors should conduct their own due diligence and assess risks before making any investment decisions.
Jun 10
FINAL LIST OF 50 STOCKS THAT HAVE SHOWN MORE THAN 100% SALES GROWTH IN Q4FY26 🔥🔥🔥
Sigma Advanced Systems
Lloyds Metals
MCX
Neuland Labs
Waaree Energies
Waaree Renewable
HFCL
Cupid
P N Gadgil
Diamond Power
Kalpataru
Prestige Estates
Quality Power
Viyash Scientific
Sudarshan Chemical
Eternal
E2E Networks
Thangamayil Jewellery
Sun Pharma Advanced
Ashapura Minechem
SJVN
Rategain Travel
Tata Investment
Lloyds Engineering Works
Ganesh Green
Aayush Art
Virtual Galaxy
Hemant Surgical
Indo SMC
Rajputana Biodiesel
Petro Carbon
Prizor Viztech
Blue Water Logistics
Fidel Softech
Maxvolt Energy
Organic Recycling
Brandman Retail
Infinity Infoway
Apex Ecotech
Aelea Commodities
Sunita Tools
Aptus Pharma
Sunlite Recycling
ANB Metal Cast
Kesar India
Grand Continent Hotels
Desco Infratech
Alpex Solar
ACE Alpha Tech
Ideaforge Technology
WHY TRACK COMPANIES REPORTING 100% SALES GROWTH?
▪ Revenue growth is often the first sign of improving business momentum and increasing market demand.
▪ Companies delivering triple-digit sales growth usually attract investor attention, institutional interest, and market re-rating opportunities.
▪ Strong sales growth can indicate capacity expansion, new product success, market share gains, or favorable industry tailwinds.
▪ Tracking high-growth companies helps investors identify emerging businesses before they become widely recognized.
▪ While revenue growth alone is not enough, it serves as an excellent starting point for further research into profitability, margins, cash flows, and management quality.
▪ Many of the market's biggest wealth creators initially stand out through exceptional growth in their financial performance.
DISCLAIMER
The above list is shared purely for educational, research, and tracking purposes. This is not a buy, sell, or hold recommendation. Investors should conduct their own due diligence and evaluate business fundamentals, valuations, and risks before making any investment decisions.
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Equity Concall retweeted
Jun 12
Ashapura Minechem Ltd Concall Summary for Q4FY26
MANAGEMENT COMMENTARY
FY26 best year in history.
Revenue doubled YoY.
Focus on value-added minerals.
Guinea remains key growth engine.
GUIDANCE & OUTLOOK
Guinea volume: 10-12 MT FY27.
Guinea volume: 15 MT FY28.
Guinea revenue target $700M .
Port capacity expanding rapidly.
Iron ore volumes soon.
INDUSTRY & MACRO
Tailwinds:
Strong global bauxite demand.
High aluminum prices.
Guinea quota benefits miners.
Headwinds:
Freight cost inflation.
Fuel price volatility.
Geopolitical disruptions.
COMPETITIVE POSITIONING
35% Indian bentonite share.
40% export market share.
Strong Guinea mining assets.
Seven new mining leases.
RISKS & CONCERNS
Logistics cost volatility.
Freight rate fluctuations.
Geopolitical uncertainties.
Working capital requirements.
GROWTH DRIVERS
Iron ore business entry.
Bauxite washing plant.
Port expansion underway.
Value-added minerals focus.
PRODUCT MIX
Guinea bauxite key driver.
Higher value-added products.
Specialty absorbents expanding.
Advanced ceramics growing.
FINANCIAL SNAPSHOT
Revenue: ₹5,237 Cr ( 91%)
EBITDA: ₹674 Cr
PBT: ₹450 Cr
Segment Revenue:
Guinea: ₹4,200 Cr
India: ₹998 Cr
Balance Sheet:
Debt controlled.
100% dividend announced.
CONCLUSION
Record FY26 performance.
Guinea expansion driving growth.
Margin recovery expected FY27.
Iron ore adds new growth leg.
Freight costs remain key monitorable.
Investment Stance: Positive on Guinea scale-up, port infrastructure expansion and value-added mineral strategy, with freight costs and quota implementation remaining the key monitorables.
#sharemarket #stocks #Q4Results #Ashapuraminechem
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