Smallcaps in Action for last 1 week – Weekend read! 💎 #ITDCem – ₹960 Cr infra orders (Trivandrum Airport Kolkata) 💎 #UgroCapital – Acquires Profectus Capital for ₹1,399 Cr; adds 29% AUM 💎 #GaneshGreen – ₹620 Cr revised solar module order; 1.1 GW expansion 💎 #Kernex – ₹311 Cr Kavach JV orders (Southern Railways) 💎 #HBLEngg – ₹163 Cr railway Kavach tech orders 💎 #RajeshPower – ₹59.8 Cr GIFT City power infra project 💎 #TDPower – ₹67 Cr export order (traction motors) 💎 #KPIGreen – 36.87 MW solar CPP orders (FY26 execution) 💎 #SupremePower – ₹16.4 Cr transformer orders (KPTCL & Inverter Duty) 💎 #KayCeeInfra – ₹27.5 Cr emergency restoration order (RVPN) 💎 #Sathlokhar – ₹6.2 Cr Chennai factory civil works 💎 #VirtualGalaxy – ₹2.3 Cr cybersecurity order (Mizoram Bank) 💎 #OSEL – Signs Frye Electronics USA distributor pact (hearing tech) 💎 #InsolationEnergy – Promoter buys ₹10L worth shares 💎 #VVIPInfra – Promoter buys ₹44.5L worth shares #StockMarket #orders #smallcap #SME

VVIP Infratech [SME] | Promoter Buying #VVIPINFRA MCap: 517 cr Promoter Holding > 68% Promoter buying started for this SME in 2025

#VVIPInfra CMP 194 Target: Last tweet of the thread Complete Analysis 🧵 RT & Share

#SME #VVIPIL #VVIPINFRATECH #VVIPINFRA VVIP Infratech FY25 Concall Highlights: 👉FY 2026 & Future Outlook : ▫️Projects a ~40% growth on conservative basis (Exclusive of EPC work to be done for real estate projects) Expected FY26 Real Estate Only Revenue: ~300cr VVIP Namah (200cr) & Addresses (100cr) ▫️Consolidated EBITDA margin expected at 18-20%,(higher-margin real estate contributions) ▫️Tax rate expected to stabilize at ~30%, reflecting the LLP structure in real estate (~35% tax) and EPC’s ~26-27% tax rate ▫️Management positively acknowledged quarterly updates / results 👉Current order book and pipeline: ▫️Current EPC orders: 859cr 💠Sewage Treatment Plants (STPs): 335cr (39%), including single major projects like 40 MLD, 21 MLD in Sharjahpur, and 14 MLD across locations, with 15-year operation and maintenance contracts 💠Electrical Distribution (RDSS Scheme): 326cr (37%), covering substations, feeder segregation, distribution networks, and underground cabling up to 33 KVA 💠Water Supply (Jal Jeevan Mission): 208cr. Delays in JJM fund release is easing after Dec'24 ▫️Current Real Estate Projects: 💠VVIP Namah (51% Profit Share, Consol revenue booking): 6.21 lakh sq. ft., total revenue ~500cr, 180cr booked, 320cr remaining, with completion expected by mid-2026. 4 lakh sq. ft additional land via favourable NCLT order expected in 2-3 months 💠VVIP Addresses (71% share): 12 lakh sq. ft., total revenue ~900cr, construction started Dec'24, ~30% inventory (65/215 flats) booked. Revenue recognition to start in FY26, completion expected over 4 year 💠Yamuna Expressway Project: 12 lakh sq. ft., ~900cr revenue potential, acquired in Mar'25, set to launch within 6-7 months (by early'26) post-regulatory approvals 💠Construction Cost: ~900cr for all 3 (Namah, Addresses, Yamuna) real estate projects, to be executed in-house by VVIP’s EPC team, providing captive work separate from the 859cr order book 💠Realizable Value: 8000/sq.ft (Namah); 10,000/ sq.ft (Addresses); 8000/ sq.ft (Yamuna) ▫️Pipeline: 💠EPC: Tender pipeline of 458cr, with a ~50% historical bid success ratio. A 150cr tender in Bhopal is won but awaits a Letter of Intent (LOI), so not yet included in the order book. 100cr single project bid capacity 💠Real Estate: New land acquisitions in Greater Noida West and Yamuna Expressway (~20,000 sq. mtr each) to expand the residential portfolio 💠Govt Building Work Tenders : Actively looking to participate in only high margin projects 👉 Others : ▫️Receivables: Temporary payment delays in Dec-Jan FY25 (due to state government issues) resolved, with 38cr cleared in April'25. ~10% retention money held until project handover, but other payments are on track ▫️Debt-to-Equity Ratio: ~0.2, comfortable, with room to increase to 1:1 if needed. Banks are supportive due to strong financials ▫️Limits: Fund-based limit of 35cr and non-fund-based limit of 95cr. Potential increase 10cr fund-based; 25cr non-fund-based if required ▫️Funding: Mobilization advances and internal accruals minimize reliance on external funding. No immediate fundraising plans ▫️224cr inventory includes 74cr EPC inventory (90 days); 150cr real estate (including land) that's why inventory remains high until Percentage of Completion milestones are achieved ▫️No single unsold real estate inventory left. Sale is done as and when completion achieved, despite potential price rise in future ▫️EPC tenders typically have 3-5 competitors, with performance guarantees of 1-2% of project value ▫️Succession planning also underway with two sons joining in the business ▫️Mention of Teerth Gopicon issues representing potential opportunity for VVIP Infratech

SME Result snapshot for today: 🟠 Insolation / INA First time they short fall of guidance, probably due to capacity constraints. PAT margins also could hv been better. Need to look for capex update schedule. Trades at 41x as compared to 25/26 for APS/Alpex 🟠 OselDevices: Very good set, trades at 23x in EMS space (hearing aids screens ), Philips deal need to be tracked. Tomorrow first public concall hence lot more clarity can come 🟠 Maxvolt: Very good set, lithium ion battery play for e-scooters and e-rickshaw. Valuations now 28x, good capex plan. First concall tomorrow 🟠 FabTech: Very good set, valuations crushed to 30x. Justifies price action to some extent Cleanroom play 🟠 Sealmatic: Very good numbers, trades at 38x Better than expected numbers led to crush in PE, no doubt stock moved swift on positive side 🟠 Krishca Strapping: Good topline growth (its a 25-35% growth story unlike other SMEs), so cant expect boasting numbers here, however margins hurt. Company does concall so one can dig deeper. 29/30x is steep in such markets 🟠 VVIPInfra: Good set, 30% topline growth,tremendous margin expansion leading to almost 13% PAT margins, is it sustainable? Trades at 14x 🟠 Rajputana: Barely gets some PAT unlike Kotyark which posted loss, some serious issues in sector? Decent 🟠Efactor : Real H2 heavy, does most numbers in H2 as evident in past results too Flat 🟠 Holmarc

Example of crap ESM 1 and ESM 2 in SME stocks which absolutely makes zero sense to anybody Todays example; VVIP Infratech #VVIPInfra Fell from 260rs to 110rs in last 2 months That's absolutely fine for SEBI Went up 8% today and hit 122rs Into ESM 1 from tomorrow Where were these jobless morons when stock fell from 260 to 110?? Why put it into ESM with just 10rs upmove 3 more 5% UCs n it will be put into ESM 2 with 2% ckt and periodic call auction At least now, have some sense in ur brains filled with shit,morons!! Nowhere in the world we have such crap rules which is absolutely UNFAIR

VANVAAS didn't ended at that time... but it may now... price now in tight consolidation... let's see. DYDD. keep an eye. @SMESTOCKNEWS @shivrockstar #vvipinfra #VVIP @drjimmy2407

VVIP Infratech #VVIPL #VVIPInfra #VVIPInfratech Inv PPT uploaded yesterday Some pointers: H1FY25: Rev at 171cr⏫41% EBITDA at 33.75cr⏫85% OPM at 19.63%⏫468bps Solid margin expansion Crosses FY24 EBITDA in H1FY25 PAT at 17.5cr⏫56% Orderbook at 673cr 11 ongoing projects 50 projects delivered Orderbook segregation: STP& Sewerage 182.5cr Water supply and water treatment 240cr Electrical distribution 156cr Building construction 95.3cr

Some more companies which posted strong results in last week: #Varroc Engineering #Sati Polyplast #Patel Engineering #PrathamEPC #Gillanders #Indian Emulsfier #Utssav CZ Gold Jewels #Arkade Developers #Zaggle #NALCO #VVIPInfra #Cosmo First #Banco #Divine Power #Jash Engineering #Shilpa Medicare #GRSE #Oriana Power #Sky Gold #Jindal Poly #Dynamic services and Security #Karnika #Uni Vastu #Bajaj Healthcare #Paramount Dye Tec #stockmarketsindia #Multibaggers

आज के रिजल्ट्स विनर है #ResultSeason #Oriana #Utssav #Pratham #Kaycee #VVIPInfra Have u checked the fair value analysis of above #stocks #SMEs Follow me for Fair Value Analysis of #Stocks #SME #IPOs We have posted so many Fair Value Analysis of SMEs

Good #Q2FY25-13/11/24 from 4pm till 6pm #UtssavCZ(SME) Utssav CZ Gold Jewels Blockbuster H1FY25 👏 👏 🔥 Rev at 284cr vs 156cr, H2 at 184cr PBT at 13.4cr vs 8cr, H2 at 9cr PAT at 10cr vs 6.5cr, H2 at 6cr OCF at -41cr Solid H1FY25 H2 should be better vs H1 due to festivities Arkade Developers #Arkade Another solid operational qtr Good Q2FY25 in terms of pre sales Q2 pre sales⏫13% at 215cr ⏫77% QoQ Collections improve considerably YoY flat fin #Zaggle Blockbuster Q2FY25 👏 🔥 PBT at 302cr vs 184cr, Q1 at 252cr PBT at 28cr vs 10cr, Q1 at 22cr Solid QoQ uptick 🔥 👏 PAT at 20cr vs 7.5cr, Q1 at 16.7cr OCF at -1.4cr #NALCO Blockbuster Q2FY25 👏 🔥 Rev at 4001cr vs 3043cr, Q1 at 2856cr PBT at 1436cr vs 275cr, Q1 817cr PAT at 1046cr vs 187cr, Q1 at 588cr OCF at 1721cr vs 575cr #VVIPInfra(SME) Blockbuster H1FY25 🔥 👏 Record set Rev at 170cr vs 120cr, H2 at 163cr PBT at 40cr vs 16cr, H2 at 11cr Significant margin expansion PAT at 27cr vs 11cr, H2 at 9cr OCF at -77cr vs 30cr Big spike in receivables, grows faster than sales Need to track H2 #CosmoFirst Blockbuster Q2FY25 with significant margin expansion QoQ and YoY 🔥 Rev at 758cr vs 663c4, Q1 at 690cr PBT at 57cr vs 28.8cr, Q1 at 37cr PAT at 46cr vs 21cr, Q1 at 31cr OCF at 74cr vs 96cr #ThomasCook Good Q2FY25 👏 Rev at 2003cr vs 1843cr PBT at 110cr vs 76cr, Q1 at 109cr PAT at 72cr vs 52cr,flat QoQ #Fluidomat Rev at 19cr vs 14cr, Q1 at 15.5cr PBT at 8.2cr vs 4.7cr, Q1 at 5.6cr PAT at 6.2cr vs 3.5cr, Q1 at 4.2cr OCF at 10cr vs 8.5cr #Banco Blockbuster Q2FY25 🔥 🔥 Record set Rev at 889cr vs 718cr, Q1 at 797cr PBT at 198cr vs 104cr, Q1 at 108cr PAT at 139cr vs 66cr, Q1 at 69cr #KSB Decent set, but rich valuations Rev⏫9%, EBITDA ⏫25% Down slightly QoQ #DivinePower(SME) Solid H1FY25 👏 Rev at 144cr vs 102cr, H2 at 119cr PBT at 6.2cr vs 2.9cr, H2 at 5.2cr PAT at 4.5cr vs 2.1cr, H2 at 4.2cr OCF at -10cr vs -3cr #JashEngineering Solid Q2FY25 Rev at 140cr vs 95cr, Q1 at 114cr PBT at 22cr vs 10cr, Q1 at loss PAT at 16cr vs 8.5cr OCF at 9cr #ShilpaMedicare Solid Q2FY25 🔥 Rev at 348cr vs 314cr, Q1 at 302cr PBT at 37cr vs 11cr Q1 at 32cr PAT at 18cr vs 1.5cr, Q1 at 14cr OCF at 9cr vs 3cr #Optiemus Rev at 476cr vs 274cr, Q1 at 492cr PBT at 17cr vs 10cr, Q1 at 15cr PAT at 14cr vs 5cr, Q1 at 12cr OCF at 7cr vs 22cr #Thermax Rev at 2611cr vs 2302cr, Q1 at 2184cr PBT at 266cr vs 217cr, Q1 at 162cr PAT at 198cr vs 158cr, Q1 at 109cr OCF at 516cr vs 174cr🔥 #PIInd Rev at 2221cr vs 2116cr, slowest growth in last few qtr Higher other income at 123cr vs 47cr, Q1 at 72cr PBT at 662cr vs 512cr, Q1 at 566cr PAT at 508cr vs 480cr, Q1 at 448cr OCF at 800cr #Midhani Good qtr after a long time Rev at 262cr vs 227cr, Q1 at 163cr PBT at 34cr vs 21cr, Q1 at 9cr PAT at 24cr vs 14cr, Q1 at 5cr OCF at 71cr vs 25cr #Goodricke Rev at 316cr vs 241cr , Q1 at 197cr PBT and PAT at 61cr vs 33cr, Q1 at 10cr OCF at 3.4cr #JindalWorldwide Rev at 570cr vs 391cr, Q1 at 487cr PBT at 24cr vs 16cr,flat QoQ PAT at 17cr vs 12cr, Q1 at 18cr OCF at 46cr #GRSE Rev at 1152cr vs 897cr, Q1 at 1009cr PBT at 130cr vs 107cr, Q1 at 115cr PAT at 98cr vs 80cr, Q1 at 87cr #SimmondsMarshall Rev at 57cr vs 50cr, Q1 at 47cr PBT and PAT at 3.5cr vs 1.5cr, Q1 at 1.2cr OCF at 15cr #OnePointOne Rev at 63cr vs 40cr, Q1 at 61cr EBITDA at 17cr vs 13cr,flat QoQ PAT at 8.3cr vs 6cr, Q1 at 7.6cr #PartyCruisers H2 heavy Seasonality Rev at 32cr vs 19cr PBT at 2.9cr vs 0.7cr PAT at 2.2cr vs 0.4cr #ThomasScott Rev at 41cr vs 23cr, Q1 at 27cr PBT at 3.6cr vs 2.4cr, Q1 at 2.1cr #Chemtech Rev at 8cr vs 5cr, Q1 at 11cr PBT at 2cr vs 47 lacs, Q1 at 3cr #PanaceaBio Turnaround #KesarPetro Rev at 57cr vs 35cr, Q1 at 54cr PBT at 3.5cr vs 51 lacs, Q1 at 2.6cr Decent: #DDEvPlastik PBT at 60cr vs 56cr, Q1 at 56cr #A1Acid PBT at 1.4cr vs 9 lacs, Q1 at 1.2cr #Fiem PBT at 68cr vs 58cr, Q1 at 66cr #Dhabriya PBT at 5.9cr vs 4.8cr, Q1 at 6.2cr #IZMO 32cr other income Flat excluding other income #BhatiaCommunication

Upcoming Results 🫣 Result awaited of some of the 💎 #sme #ipoallotment #ipoalert #shares #smallcap #semiconductorn #Renewableenergy #Transformers #utssavca #vilastranscore #aimtron #namoewaste #vvipinfra #enser #konstellec #teerthgopicon

Result awaited of some of the 💎 . . #sme #ipoallotment #ipoalert #shares #smallcap #semiconductorn #Renewableenergy #Transformers #utssavca #vilastranscore #aimtron #namoewaste #vvipinfra #enser #konstellec #teerthgopicon

#AvpInfra - Received worth of order 16.72 Cr , on the way to achieve it's fair value Have u checked the Fair Value of AVPInfra ? Fair Value Analysis - FY24 - 25 Target Price -- ₹ 320 - 350 ( 2x from CMP ) Follow me for Fair Value Analysis of #SMEStocks #SMEs #Stocks #IPOGMP FV Posted - #Mason #Frogcell #VVIPInfra #PrathamEPC #Acsal #Aimtron and many more

#WaareEnergies crossed ₹ 3100, 100% Done and remaining will be done soon Fair Value for Waaree Energies Ltd - FY24 - 25 Target Price -- ₹ 4280 - 4500 (2.8x from CMP - ₹ 1503 ) Follow me for Fair Value Analysis of #SMEStocks #SMEs #Stocks #IPO FV Posted - #TGL #Oriana #Collectorgadget #SAhajSolar #ChavdaInfra #FrogcellSat #VVIPInfra and many more

#HarshilAgro #KhyatiGlobalVentures #OptimusFinance #SunriseEfficient #LuharukaMedia #MohiteIndus #SVSVentures #VVIPInfra #Special26 #Vismaya26 #BulkDeals @Vismaya9999

*Today's bulk / block deals* #PidiliteInds #PNBHousing #JyotiStructures #SaskenTech #Ideaforge #RamcoInds #AshapuraMinechem #EssenSpeciality #DanishPower #VVIPInfra #GPEco #Skipper #FresharaAgro #MohiteInds #OBSCPerfection #SahPolymers #UrabnEnviro #MaheshwariLogistics

Nice move in #bondada. Kindly note.. #teerthgopicon #sathlokhar #alpexsolar #vvipinfra #megatherm.. Your day will come 🤤

To all the VVIP INFRA shareholders out there.... a deeper correction in wave 2 is, i believe has ended. stock will now enter wave 3 for a new ATH. DYDD. #VVIPInfra #VVIP

One of these 5 stocks may become a HUGE MULTIBAGGER, if things go well for the business #GPEcoSolutions #OrianaPower #ForcasStudios #VVIPInfra #KPIGreen Study all these companies in-depth at Sovrenn.com Sovrenn is India’s BEST STOCK DISCOVERY platform. Try Sovrenn.com FREE for 45 days. Sovrenn shares high quality information about stocks such as: 1. Capacity expansions 2. ⁠Large Orders 3. ⁠Excellent Results 4. JV/Acquistions 5. ⁠HNI Buying 6. ⁠Promoter Buying One can try Sovrenn.com FREE for 45 Days. Download the app: play.google.com/store/apps/d…