Beacon Trusteeship – investor presentation
1 Like
Senores Pharma came out with their first concall, investor presentation after the IPO.
I hope you find it useful.
dr.vikas
3 Likes
EMA Partners India Ltd.
Company has posted flat results for H1 FY 25 yesterday (recently listed).
https://nsearchives.nseindia.com/corporate/EMAIN_12022025164616_Disclosure_Investor_Presentation.pdf
https://www.screener.in/company/EMAIN/consolidated/
Disc: Invested.
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Standard Glass Lining Technology Limited
1st Investor Presentation post listing
1 Like
First ever presentation and conference call from Active Clothing Co Ltd, a microcap apparel manufacturer
Will come up with a detailed post on this co that is undergoing 70% capacity expansion in the next 4 months
9 Likes
GRCL comes with first ever press release
https://nsearchives.nseindia.com/corporate/GRCL_03062025153503_Gayatri_Rubbers_Press_Release.pdf
Very interesting insights. Good to read.
2 Likes
Wealth First Portfolio Managers Ltd has given first time concall.**
a44cf546-4ed9-41ee-8ac2-43ee44dca6bc.pdf (835.3 KB)
Found many interesting informations about the company
2 Likes
HEC Infra Projects Ltd
First ever Investor Presentation.
4 Likes
Hind Rectifier - decades old company manufacturing Transformers and Rectifiers - did their first con call this quater. Management is very optimistic on the overall business - they are venturing into new areas (Defence and Aero) and expanding their product range too.
5 Likes
Insolation Energy
Presentation : https://cdn-media.screener.in/concalls/eadcd9cd-2e31-4d70-af79-a95b7ebce727.pdf
Call Recording : https://www.youtube.com/watch?v=6tiL72p7KZw
Call Transcript: https://cdn-media.screener.in/concalls/884fb23a-e787-463f-8145-b46cfb46997e.pdf
1 Like
Here is Zuari industries first ever concall. Company is highly under valued. Would like to know the reasons from esteemed members of valuepickr.
d8fea4ff-b469-4027-bc08-f8f648847ab5.pdf (1.9 MB)
3 Likes
Sambhv Steel - 1st presentation after IPO
https://www.bseindia.com/xml-data/corpfiling/AttachLive/f478a9c8-9311-486e-9609-4f3fcb12bbf1.pdf
5 Likes
Their Q1 was super and management is also taking 1L warrants to be converted at 1368. It seems they are in a sweet spot and long way to go
Fredun Pharma had 1st concall recently.
Guiding for 800 Crore Rev and 90 Crore PAT in next 3-4 yrs
Concall transcript attached
Disc : Invested
4 Likes
Neetu Yoshi had 1st concall and presentation after listing
Ambitious growth plans of more than 3 times Revenue growth in next 2 yrs and planning for Bogie manufacturing with RDSO approval due in next year somewhere in Feb/Mar 2026
Presentation : https://www.bseindia.com/xml-data/corpfiling/AttachHis/fad2d56f-663b-4150-8b32-b8d143d5e3ea.pdf
Concall Audio : https://neetuyoshi.com/Neetu-Yoshi-Limited-FY25-Virtual-Earnings-Call.wav
Concall script : https://www.bseindia.com/xml-data/corpfiling/AttachHis/ab9deec0-7884-4087-9251-5e87be3b1063.pdf
Disc : In Watchlist
3 Likes
Great set of numbers from Anthem Bio
First ever presentation after listing
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3B black bio doing the first ever concall ^
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Highlights of 3B Blackbio concall today
15-20 growth guidance for India business, exports 20-25 growth, margins will be around 55 percent from current 60 due to competition, wages and raw material increase
Acquisition will be used to grow revenues mainly and grow in EU, file for FDA approval and grow in AMR mainly, ebidta of 10-15 percent in next 2-3 yrs with Rev of 7 million Euro approx
Presentation : https://www.bseindia.com/xml-data/corpfiling/AttachHis/f759a690-33a5-43d6-b8f9-e931e53073fa.pdf
Audio of concall : https://kilpest.com/upload/audio/10035510.mp3
Concall transcript : https://www.bseindia.com/xml-data/corpfiling/AttachLive/66d77e09-cdd0-4e08-8ad5-3077d58687ab.pdf
Disc : In Watchlist
7 Likes
KRANTI | 542459 | INE911T01010
Kranti Industries is an Indian engineering company that makes precision-machined parts—such as differential housings, axle and transmission components—for vehicles like cars, tractors, and construction and electric vehicles. Imagine a company that makes tiny but super important puzzle pieces for machines and vehicles—like the parts that help a car’s wheels turn smoothly or make sure a tractor doesn’t break. Kranti Industries makes such cool, very accurate metal parts, and these parts help big machines and vehicles do their jobs well.
What they make and who they sell to: They manufacture precision-machined components—including differential housings, axle, transmission, and other automotive parts—for Original Equipment Manufacturers (OEMs) in sectors like automotive, tractors, construction, railways, electric vehicles, and more.
They have grown through acquisitions (e.g., Preciso Metall Pvt Ltd in April 2023) and added advanced machinery like multi-axis CNC machining centers. They get paid by big vehicle-makers to make components with high precision, supplying them with essential parts they cannot make themselves as efficiently.
Incorporation Timeline:
- 1995: Incorporated as Kranti Precision Tools Pvt Ltd – the official company formation.
- 2002: Renamed Kranti Industries Private Limited after a new Certificate of Incorporation on March 11, 2002.
- 2004: Started factory operations with the first horizontal machining center for gearbox housings.
- 2010–2011: Acquired an additional factory and added production capacity through new machines.
- 2013–2014: Bought a majority stake in Wonder Precision Private Limited; diversified across multiple sectors like construction, automotive, windmill, medical, etc.
- 2018–2019: Entered a joint venture and acquired a 30% stake in KRANTI SFCI Pvt Ltd for machining forging components in Rajkot; expanded further with new machines.
- 2019: Went public via an IPO in February 2019, raising around ₹8.58 crore.
- 2023: Acquired Preciso Metall Pvt Ltd in April; opened a third manufacturing plant in May.
KRANTI INDUSTRIES HELD ITS FIRST EVER INVESTOR CON CALL. FOR A 112.39 CR MCAP CO, ITS A BIG THING.
Revenue Growth Outlook
- The management expressed confidence in achieving double-digit revenue growth for the financial year, driven by newly developed products and ramp-ups in series production. Near to 22-25% in coming years vs current at 12%. Currently, the company expects EBITDA margins in the range of 15%–17%** for FY26.
Capacity Utilization Targets
- Q1 capacity utilization stood at approximately 60%–62%.
- The company targets to increase this to 75%–78% by the end of FY26, with an average utilization of around 70%–78% across the financial year.
Debt & Finance Cost
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Consolidated debt (including working capital) was around ₹32 crore at end of Q1.
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No immediate debt reduction was planned; however, management envisions making the company virtually debt-free over the next three years.
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Precision casting subsidiary Preciso Metall Pvt. Ltd. (PMPL) turned EBITDA-positive with strong revenue growth, margin improvement, and drastic reduction in losses.
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The net loss reduced significantly (from ₹90 lakh to just ₹7 lakh).
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Consolidated impact from PMPL is expected to start contributing from Q3 FY26 onwards
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Q1 saw the commencement of heavy-duty gearbox production for industrial machinery.
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Entered the three-wheeler EV segment with a tooling order from Eka Mobility (₹5 lakh) ( eka mobility which secured investment worth 200 crores from ENAM HOLDINGS.)
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Secured an export contract from a U.S. customer (Ingersoll-Rand) worth around **RS 2 CRORES ** for machining and tooling.
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These developments underscore a growing focus on industrial machinery, EV, and export segments beyond traditional automotive components.
Co planning to shift its focus from current Tractor business (70%) to Non auto and enginnering industry and lessen the focus on a single industry.
9 Likes
some negative for which i dropped this business i stuided 2 years ago , majorly company is borrowing at 12% from family but it can easily borrow from a bank at 8-9% due to this it’s profit are not getting translated at pat level. i don’t know if there intentions have changed to share that profitability yet with minority shareholders. do monitor this.
3 Likes