The market hasn't been oversold this bad since COVID crash of 2020. Arguably market was not expecting another war and it is getting priced in. No one knows, what will be the consequences of US Iran conflict and when will the Crude price stabilize? Similar sentiments were there in 2020, when global lockdown happened during Covid. That time it seemed most businesses would shut or report huge losses. What actually followed was longest bull run in recent times, exceeding the expectations of all and sundry. Those who were pessimistic paid huge opportunity cost that time. Stock price would always follow the earnings growth momentum, come want may. With at least 2 year time frame, this fall is another great opportunity to accumulate quality companies with PEG ratio of around 0.5. Many opportunities exist in this range today. Lastly, I will not be biased this time that only small caps can generate alpha. I am not ignoring quality mid and large caps.

GADKARI APPROVES LEGAL USE OF 100% ETHANOL, CALLS IT A MAJOR ALTERNATIVE TO PETROL INDIA CLEARS 100% ETHANOL FUEL AS AUTOMAKERS PREPARE TO LAUNCH COMPATIBLE VEHICLES TOYOTA, SUZUKI, HYUNDAI AND MG TO ROLL OUT 100% ETHANOL-COMPATIBLE CARS AFTER POLICY APPROVAL

Very insightful podcast on micro cap investing framework and on investing psychology by @Apurva1406 youtu.be/Y0UBr5MopQQ?si=sxmC…

Corporate earnings to GDP ratio is another macro parameter which is on the rise since 2020 after a tepid decade (2009-2020). This cycle is expected to continue with govt focus on capex across multiple sectors.

Ministry of Finance has waived off duty on specified nuclear power goods imported Apr '19-Jan '26. Good article on what will be the implications and which players will benefit from this.

Nifty 50 PE ratio today is at 19.98 times which Below average range of its trading history. Data from @stockscansin

Today was a unique and remarkable day as 100% of PF stocks closed positive

Portfolio companies that are significantly up today (> 2%) BSE Raymond Realty Senores Pharma Kernex Micro Skygold Sansera Engineering Shree Refrigerations FCL (added this week) Northern Arc Vidya Wires OBSE Perfection Hind Copper

Sansera Engineering Good article to understand the company & it's road ahead

Football World Cup starts in next few hours. Probably last time to see the legends play.

Vintage Coffee bulk deal SBI Fund Management bought almost 85 crore (~55.3 lakh shares) worth of stake today at 153.3 and 158 @Financially_In @YourShami @Asset_Architect

Hospital Index on the rise Fastest growing in mid and small cap space > Yatharth Hospital > Park Medi World > Artemis > Asarfi Hospital > Unihealth Hospital Large cap > NH > Maxhealth care > Fortis > Apollo

Susan Electricals India IPO - 📅 IPO Opens: 11 June 2026 ■ About the Company Susan Electricals India is engaged in manufacturing aluminium and copper-based electrical winding wires, conductors and cables used across power transmission, power distribution, industrial infrastructure and utility applications. The company's product portfolio includes: ▪ Low Tension (LT) Cables ▪ High Tension (HT) Cables ▪ Medium Voltage Covered Conductors (MVCC) ▪ Winding Aluminium Wires & Strips ▪ Winding Copper Wires & Strips ▪ Aluminium Conductors The company operates 3 manufacturing facilities located in Ghaziabad, Uttar Pradesh and has established its presence across 14 states and 1 union territory. Its products are used in electricity distribution networks, utility projects, industrial installations and power infrastructure projects, making it a direct beneficiary of India's ongoing power sector expansion. ■ Peers ▪ Prime Cable Industries ▪ Divine Power Energy ▪ V-Marc India ▪ JD Cables These companies operate in similar segments of wires, cables and conductors. ■ Industry Opportunity The Indian Wires & Cables market is expected to grow from approximately USD 10.32 Billion in 2025 to USD 22.35 Billion by 2035. Key growth drivers include: ▪ Expansion of transmission & distribution infrastructure ▪ Rising renewable energy installations ▪ Smart grid investments ▪ Urbanization and housing demand ▪ Industrial capex cycle ▪ Data center infrastructure ▪ Railways and metro projects ▪ RDSS scheme ▪ Saubhagya 2.0 electrification initiatives Government spending on power infrastructure and distribution network strengthening is expected to support long-term demand for conductors, cables and winding wires. ■ Manufacturing Footprint The company currently operates three manufacturing facilities in Ghaziabad, Uttar Pradesh. Current installed capacity includes: ▪ 3,307.5 TPA of winding aluminium/copper wires and strips ▪ 7,500 KM per annum of HT, LT and MVCC cables The company has also received BIS certifications and ISO certifications for quality management, environmental management and occupational health & safety standards. ■ Capacity Expansion A major portion of IPO proceeds will be used towards expansion of the existing manufacturing facility. Expansion includes: ▪ Installation of 6–33 KV Triple Layer CCV Line ▪ Installation of rigid stranding machines ▪ Additional manufacturing shed ▪ Supporting infrastructure development Management is focusing on expanding HT Cable and MVCC Cable capacity, which are relatively higher-value products and are witnessing increasing demand from utility and infrastructure projects. This expansion can improve both scale and product mix going forward. ■ Financial Performance Revenue From Operations (FY26) ₹269.36 Cr Revenue has grown nearly 2.6x in just two years. PAT (FY26) ₹18.25 Cr PAT has increased almost 24x over the last two years. EBITDA (FY26) ₹32.08 Cr EBITDA has expanded significantly, reflecting strong operating leverage and improving scale benefits. EBITDA Margin (FY26) 11.91% Margins have consistently improved due to better product mix, higher manufacturing contribution and operating efficiencies. PAT Margin (FY26) 6.77% ROE 64.64% ROCE 29.05% The company has demonstrated strong profitability improvement while maintaining high return ratios. ■ Customer Diversification Improving One positive trend is the reduction in customer concentration. Contribution from Top 10 Customers: FY24: 98.0% FY25: 95.9% FY26: 63.7% While concentration remains a risk, the company has significantly diversified its customer base over the last two years. ■ Why Is Expansion Important? The company recently entered newer product categories such as: ▪ High Tension Cables ▪ MVCC Cables During FY26, the company generated revenue from these newly introduced products and management intends to further scale these businesses through capacity expansion. If executed well, these segments can become meaningful growth drivers in the coming years. ■ Utilization Of IPO Proceeds IPO proceeds will be utilized towards: ▪ Manufacturing capacity expansion ▪ Working capital requirements ▪ General corporate purposes Working capital support is important because the business is heavily dependent on copper and aluminium inventories. ■ Key Risks ▪ Customer concentration still remains elevated ▪ Raw material price volatility in copper and aluminium ▪ Working capital intensive business model ▪ Execution risk in planned expansion ▪ Competitive industry with larger established players ▪ Demand slowdown in infrastructure spending can impact growth ■ Final View Susan Electricals is a rapidly growing wires & cables company operating in a sector that is expected to benefit from India's long-term power infrastructure, transmission, distribution and electrification growth. The company has delivered strong revenue growth, sharp margin improvement, robust profitability growth and healthy return ratios. Capacity expansion into HT and MVCC cables, improving customer diversification and favorable industry tailwinds further strengthen the investment case. Investors should monitor valuation, customer concentration and expansion execution, but operationally the company appears well positioned to participate in India's growing power infrastructure opportunity. Disclaimer: This post is for educational and informational purposes only and should not be considered as investment advice or a recommendation to apply for the IPO.

In public markets, seasoned generalists — those who understand fundamentals, technicals, and sentiment — tend to generate the highest time-adjusted ROCE at the portfolio level. Subject matter experts, by contrast, extract their best returns in private markets and consulting, where they're paid by the hour rather than the market's mood. That distinction matters. Public markets are a multi-layered lock — behind every business is a stock, behind every stock is a price, and behind every price is an emotion. No single key opens all three. Consistent profitability demands sharp focus on every layer, simultaneously. #SDW

Vintage wasn’t on the list of exporter as it was not in top 20 exporters. Although we can measure the QOQ growth. In the earning management said Q1 volume s was 1900 MT ,from the coffee board of India you will get roughly 1750 MT. There will always be some difference in data as coffee board shows data for the permits issued. Now till June 9 the export volume is about 3155 MT. If you deduce the first 3 month data you will have roughly 1450 and extrapolate it to June 30 , you will get 1941 MT, let’s assume the sale volume is higher than the permit volume as it was the case last Quarter. Of we go with 2000 MT volume with same realisation , the sales no is about 171 cr , considering 5% domestic sales. This will give you a YOY sales growth of 70%.