PRAKHAR retweeted
May 28
Hind Rectifiers - target 10x in 5 years!
I like ambitious managements.
But statements like this make me uncomfortable rather than excited:
"..we have set ourselves a target of growing ten-fold again. But instead of 10 years, we intend to do it in the next 5."
Big vision is good.. but that’s also how companies sometimes drift into "diworsification".
#hirect Zara sambhal ke Suramya bro 😅
Disc: Invested heavily but will keep tracking closely. Not a recommendation.
4
25
135
11,674
reason why i have 7 limited rectifiers in wuwa out of 8
4
1
58
2,789
and incredibly they converted about 1/3rd of them to 25kV at Ilford over the changeover wk/end albeit they had been prepped with the transformers and rectifiers beforehand but imagine that today
1
30
India's #DataCentre & #AI Infrastructure Boom 🚀
I had posted total 7 stocks today
#ANANTRAJ
#HFCL
#TECHNOELECTRIC
#TRANSFORMERS & #RECTIFIERS
#CGPOWER
#STERLITETECHNOLOGIES
#NETWEBTECHNOLOGIES
Holding present only Top 3 stocks remaining stocks i am not comfortable the price...
This is only for my view no recommendation....
#StockMarket #DataCentre #AI #IndiaGrowthStory #MultibaggerStocks #Investing #NSE #BSE
1
3
596
#TRANSFORMERS & #RECTIFIERS CMP ₹315
✅Transformer Manufacturing Leader
✅Strong Order Visibility
✅Grid Expansion Beneficiary
✅Essential for Data Centre Power Supply
👍Pure power equipment bet.
❗️Support & Resistance...
🔽Down side expecting 290 then 250 then 220 levels.
🔼Upside seeing 390 then 450 then 490 and 650 levels..
📍Strong beneficiary of India's power-transmission capex cycle.
3
167
Transformers and Rectifiers (TARIL): 40% for FY27 only, where they have given guidance for next 3 years? Any document proof?
1
231
Companies and what their management has guided:
(Part - 2)
Bookmark🔖 this and study the companies.
19. VA Tech Wabag (WABAG): 20% for next 3-4 years
20. EMS Ltd (EMSLIMITED): 20% for next 2-3 years
21. Epack Prefab Tech (EPACKPEB): 20% for next couple of years
22. Pondy Oxides & Chemicals (POCL): 40% for next 4 years
23. Namo E-Waste (NAMOEWASTE) (SME): 40-50% for next 2 years
24. Baheti Recycling (BAHETI) (SME): 30-35% for next 2 years
25. Sunlite Recycling (SUNLITE) (SME): 20% for next 3-4 years
26. Tinna Rubber and Infrastructure (TINNARUBR): 25% for next 2 years
27. Antony Waste Handling Cell Ltd (AWHCL): 20% for next few years
28. Shilchar Technologies (SHILCTECH): 20% for next 2-3 years
29. Krishna Defence (KRISHNADEF): 30-40% for next few years
30. Ariflo Rail Technology (SME): 50% for next 2 years
31. Supreme Power Equipment (SME): 50% for next 2 years
32. Danish Power (DANISH) (SME): 20-25% for next 3 years
33. BLS International Services (BLS): 20-25% for next 5 years
34. Transformers and Rectifiers (TARIL): 40% for next 3 years
35. Actuas Chemicals (ACUTAAS): 25% for next 3 years
36. Neogen Chemicals (NEOGEN): 40% for next 3-4 years
3
11
74
8,187
#FY27 Strong Guidance Map Sector-wise in Alphabetical Order.
1. Aerospace
• Azad Engineering
• PTC Industries
• Rossell Techsys
2. Cables, Wires & Pipes
• HFCL
• KEI Industries
• Man Industries
• RR Kabel
• V-Marc India
• Welspun Corp
3. Chemicals & Specialty
• Acutaas Chemicals
• Krishana Phoschem
• Neogen Chemicals
• Pondy Oxides and Chemicals
• Stallion India
4. Data Centers
• Aeroflex Industries
• KRN Heat Exchanger
• Netweb Technologies
5. Defence
• Data Patterns India
• Krishna Defence and Allied
• MTAR Technologies
• Solar Industries
• Zen Technologies
6. EMS & Electronics
• Aimtron Electronics
• Avalon Technologies
• E2E Networks
• GNG Electronics
• Kaynes Technology
• Netweb Technologies
• Rashi Peripherals
7. Finance & Digital Platforms
• Anand Rathi Wealth
• Northern Arc Capital
• Pine Labs
8. FMCG & Consumption
• ADF Foods
• Bazaar Style Retail
• Hindustan Foods
9. Logistics
• Shadowfax Technologies
• Zinka Logistics
10. Pharma & Healthcare
• Beta Drugs
• Cupid
• Kwality Pharma
• Poly Medicure
• Sai Life Sciences
• Senores Pharma
11. Power Capital Goods
• Apar Industries
• Genus Power
• Quality Power
• Skipper
• Synergy Green
• Yash Highvoltage
12. Power Transformers
• Atlanta Electricals
• Danish Power
• Hitachi Energy India
• Shilchar Technologies
• Supreme Power Equipment
• TD Power Systems
• Transformers and Rectifiers
13. Railways
• Airfloa Rail Technology
• Frontier Springs
• Ramkrishna Forgings
• RITES
14. Recycling & Waste Management
• Antony Waste
• Baheti Recycling
• Gravita India
• Namo eWaste
• Sunlite Recycling
• Tinna Rubber
15. Renewables & Clean Energy
• Inox Wind
• JSW Energy
• Premier Energies
• Sarda Energy & Minerals
• Suzlon Energy
• Waaree Energies
• Waaree Renewable Tech
16. Water Management
• Enviro Infra Engineers
• VA Tech Wabag
#IndianStockMarket #Nifty #Sensex #Investing #StockMarketIndia #Multibagger
4
12
745
4 . Transformers & Rectifiers (India) Ltd 🔖
🔮Revenue Guidance : 29%
📍Company is targeting revenue of INR 3,250 Cr (29% growth) for FY27
#transformerandrectifiers #stockmarket #optiontrading #niftyit
1
6
1,082
If you have sig rectifiers like Phro’s or Cantarella’s then those. If not the battle pass weps seem alright for chafe, or Cosmic Ripples. Echo is way choosier on weapon tho, really wants a sig
I’ve also heard that the craftable 4* Waltz is usable in chafe mode, if nothing else
14
I want her so I can pair her with Yinlin (cuz both are rectifiers), plus she looks cool.
2
2,048
Jun 13
I really do not need lucilla's ult (I have whispers of sirens n lethean but fuck wuwa for releasing my fav characters as rectifiers so ofc NO ONE is sharing)
1
18
1. Interarch Building Solutions Ltd
2. C.E. Info Systems Ltd (Map My India)
3. Transformers & Rectifiers (India) Ltd (TARIL)
4. Gravita India
5. Yash Highvoltage
6. BMW Industries Ltd
7. Oswal Pumps Ltd
Undervalued shares with good Management Guidance
Jun 13
Management-guided Future revenue Growth 25% over the next 3–5 years 💥💥
1. Interarch Building Solutions Ltd -
Market Cap: ≈ ₹ 3,007 Cr
PE: ≈ 22
Growth Guidance:
Management guided ~30% revenue growth for FY26 (target ~₹1,900 Cr).
They have raised FY27 guidance to ₹2,150–2,200 Cr and retained FY28 target >₹2,500 Cr.
This implies robust multi-year expansion (capacity additions, data centers, infrastructure).
While not explicitly stated as “>25% CAGR for next 3–5 years,” the trajectory supports high-teens to low-20s% growth potential in coming years.
Sector: Pre-engineered buildings (PEB)/steel structures — benefits from capex/infra boom.
2. C.E. Info Systems Ltd (Map My India)-
Market Cap: ≈ ₹4,612 Cr
PE: ≈ 34.4
Growth Profile:
5-year sales CAGR ~25%.
As a leader in digital mapping, navigation, and location tech (strong in auto OEMs, consumer, and enterprise), it has historically delivered high growth.
Older analyst notes projected 30% revenue CAGR in some periods; current trajectory remains growth-oriented in digital/geospatial space.
Sector: IT/Software — mapping & geospatial tech.
3. Transformers & Rectifiers (India) Ltd (TARIL)-
Market cap ~₹9,458 Cr
PE ~35.8
Guidance included ~25% revenue growth targets for FY26/FY27 (order book strong).
Good growth story but out of market-cap range.
4. Gravita India:
Market cap ~₹11,831 Cr
PE ~31.2
Strong 25% CAGR targets to FY27.
5. Yash Highvoltage:
Market cap ~ ₹ 2,102 Cr.
PE ~ 54
Yash Highvoltage Limited projects 50-60% revenue growth for FY27, targeting an order book of at least ₹700-800 crores.
The management remains highly optimistic due to a structural global shortage of high-voltage bushings, capacity expansion at their new Savli plant, and strong momentum in both the core business and EPC segments.
6. BMW Industries Ltd:
Market cap ~ ₹ 1,366 Cr.
PE ~ 16.8
Growth Guidance:
Over the next 3 fiscals, we anticipate consolidated revenue to grow at a CAGR of approximately 75% driven by the phased commissioning of Bokaro Greenfield project and our organic growth."
7. Oswal Pumps Ltd.
Market cap~ ₹ 4,540Cr.
PE ~ 12
Growth Guidance:
We are maintaining our financial year '26 revenue growth guidance of around 50% year-on-year basis.
Over the medium term, we continue to target a 30% to 35% revenue on a CAGR basis."
#sharemarket #Q4results #stockmaket
5
1
17
1,666