@AimInvestments Vmarc and Concord control
With the biggest names from industry increasing their stake considerably
These two Could be multibagger from this level too
Vmarc excellent numbers H2
●99% yoy growth in Revenue
157% yoy growth in PAT
● Projected Capacity by Fy 30 increased to 10 lakh kms from earlier guided 7 lakh km.
● 5:1 bonus
● 400 cr capex from fy 26 to fy 30 planned all thru internal accruals
x.com/i/status/20131…
@LuckyInvest_ARK@TamannaInamdar@BRishi30501@NDTVProfitIndia@1shankarsharma Sir, just to add, I follow 5-6 star investors like you, take their recent stock picks and then put in money where I feel confident, this helps me achieve solid cagr (beating all MFs and PMS houses in the country).
A few examples are Asmtec and Vmarc.
Companies forecasting a 30%+ Revenue CAGR 💥💥
1. V-Marc India Ltd :
Management guidance:
Next 3–5 years: Sustained 40%+ revenue growth trajectory.
FY27: Targeting 40%+ revenue growth, with EBITDA margins maintained in the 11–12% band.
This will be supported by operating leverage on a larger base, better product mix, and backward integration (compounds/conductors).
Capex & Capacity Expansion:
₹500 crore (₹5,000 million) planned through FY30 (including ₹97.9 crore already spent in FY26).
This will significantly scale installed capacity to >10 lakh circuit km (phased commissioning FY27–FY30), self-funded largely from internal accruals.
Earlier targets mentioned ramping toward ~7 lakh km.
2. Fineotex Chemical Ltd:
Longer-Term (Next 3–5 Years):
Management remains optimistic, with commentary highlighting strong prospects over the next 5 years.
Earlier targets included ~28–30% growth ambition, driven by new verticals and expansion.
Acquisitions (especially in the US) are highlighted as a potential game-changer, with one arm targeting a $200 million business in 3–4 years (from current smaller base).
3. Kwality Pharma:
Overall Trajectory: Doubling revenues over the next 3 years, with an aspirational target of ₹1,000+ crore by FY29.
4. Shadowfax Technologies Ltd:
Revenue Growth: Guiding for ~28–30% maximum growth (likely referring to near-term CAGR, e.g., over FY27–FY28).
They are not providing granular yearly targets but capping expectations at this moderated level compared to the 69%+ seen in FY26.
5.R R Kabel Ltd:
Volume Growth: On track for 18% CAGR target.
For FY27, guiding 16–18% volume growth (double-digit overall; cables expected to be stronger).
Long-term aim is to outperform industry growth.
#sharemarket#stock
What do you do when the numbers say BUY but the management history makes you uneasy?
That was VMARC for us in SME Champions Club. The past integrity issues were real, and we weighed them honestly. But business performance, guidance and valuation all aligned, so we took the call.
Result so far: ~ 100% in roughly two months.
Learning: Do not let a single concern override a thesis that lined up on every other axis.
Anthropic is in its own league.
Just days after the launch of Anthropic's Claude Fable 5, the company suspended access to the model after US authorities raised "security concerns."
Anthropic said it was ordered to "suspend foreign nationals" from using Claude Fable 5, and self-described the model as "too powerful."
"The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance," Anthropic said.
In other words, Anthropic's latest AI model is so powerful, that the company and US government are now questioning who should even have access to it.
Less than 4 years ago, ChatGPT did not exist. Today, AI is arguably the most powerful technology ever created.
Truly incredible.
@yashsoni____@Malik1946593 agree with you .. Vmarc doing great expansions .. and universal is in JV with one of best company in optical fiber biz .. #BirlaFurukawa
62 Followers 151 FollowingI'm just a #happy girl living a life of joy, love and adventure! I can't get enough of the world around me and I'm always sharing my stories on #Twitter.
45 Followers 474 FollowingFCA,SEBI Registered Research Analyst https://t.co/8JGYLrtbvf #chart_Sab_Kuch_Bolta_Hai™️Black Book to Stock Market®️ let’s Unlock the Secrets
427 Followers 4K FollowingCA in tax practice | Superrad Academy | Expertise in taxation of shares, taxation of F&O, Intraday, RSUs, ESOPs | Quora writer | Faculty - CA students
186 Followers 3K FollowingSEBI Registered RA INH000010812
Hunting for #multibagger opportunities, Equity and FnO
Approach: Combines Fundamental Analysis with strategic Technical Timing
2K Followers 56 FollowingCA l ex Chief Financial Officer l
Founder at Alphawealth Avenues LLP l
The only true test of intelligence is if you get what you want out of life
680 Followers 2K FollowingPossess a strong knack of identifying value stocks at an early stage.
Open to Collaboration.
No Buy-Sell, Not SEBI registered. Observations are personal
741 Followers 87 FollowingIIM Shillong | CFA L2 Passed | Researching Indian small & mid-cap stocks. Fundamental deep-dives. Views personal, not investment advice.
457 Followers 133 FollowingMost stocks don’t outperform ||
I track the ones that do || Momentum Investing ||
Building https://t.co/K97f5X7kPj ||
⚠️ Not SEBI Registered
814 Followers 242 FollowingEx-Electrical Engineering Professor | Value Research & Analysis | 15+Years of Wealth Creation Experience | Not SEBI Registered | High on Life
192 Followers 5 FollowingSME investing minus the circus. IPOs, OFS & business models. Market survivor. Not SEBI registered—just trying to be less wrong than yesterday.
171 Followers 47 FollowingHelping HNIs create alpha in portfolio using Growth Strategy to pick growing businesses that are capturing market share aggresively.
473 Followers 1 FollowingResearch with principles. Capital with conviction. | Investment Research · Portfolio Advisory & Management | HNIs & Family Offices 🦅
944 Followers 80 FollowingFounder, Omega Seiki Mobility | Chairman, Anglian Omega Group, Chief Dream Merchant #OBSCPERFECTION and on a Mission Impossible to make India great again.
525 Followers 530 FollowingMulti-Cloud digital tech specialist, AI Explorer, self-taught developer. Successfully investing in global capital markets balancing margin of safety.
268 Followers 39 FollowingSector research pyscho. Stock markets, crypto and the works. I post about small cap companies in bull market and cry in bear markets.
7K Followers 83 Following#weservehumanity with a vision to revolutionize the world of robotics by using cognitive capabilities to bring robots and humans closer together.
1K Followers 167 FollowingBusiness Analysis using core concepts
All information and insights shared for learning . Not to be seen as recommendations. Not SEBI registered.
43K Followers 577 FollowingAssistant prof. @ Stanford; Chief AI Scientist @ MongoDB; Former Co-founder/CEO of Voyage AI
Working on ML, DL, RL, LLMs, and their theory.
158K Followers 41 FollowingSydney Dec 6-12, 26, Paris and Atlanta. Tweets to this account are not monitored. Please send feedback to [email protected].
19K Followers 40 FollowingDedicated to giving everyone their longest, healthiest life. Join the movement! Lifespan donates 100% of profits from partnerships to medical research
35K Followers 708 FollowingVP Research, Google DeepMind, ex-head of Google Brain. Professor at University of Cambridge. Machine Learning Researcher. ex-Chief Scientist & VP of AI, Uber.
2K Followers 3 FollowingSEBI Registered CAT-II AIF focused on investing opportunities in governance led companies with clear growth visiblity at pre-IPO/IPO stage