The SME portfolio

Hi @Dhvanit_Merchant17,

In multiple comments, I see you point at “favorable industry trend”/“sectoral tailwind” etc. Could you please help me with how do you gauge this ? How do you keep track of the where the sector stands currently ?

Quest will be extremely well! As per concall the Pat projections for FY’25 will be double of FY’24

@BalajiBaskaran Can you share the link for the concall?

Vishnusurya Projects and Infra Ltd

An interesting company with a strong Balance Sheet, not commonly seen in Sme segment.
Lot size 500, listed on NSE Emerge.

Latest Investor Presentation:
https://nsearchives.nseindia.com/corporate/VISHNUSURYA_31122024142740_VISHNUINFR_INVESTOR_PRESENTATION.pdf

M Sand:

H1 Commentary:

Bio-Mining of Legacy Waste is a very good optionality.

A video explaining Bio-Mining:

Disclosure:
Initiated a position with 1 lot, still studying. No Buy/Sell Recommendation.

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VISHNUSURYA PROJECTS & INFRA LTD

Knowledge Session, uploaded today.

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