Those 20 ideas!

As I was away for a few weeks, just sharing below some of my thoughts on various names that I came across in my X-absence!

1. Freshara Agro: SME, risky bet but management guidance is very good. FY26 PAT is expected to be 45 Crores. If mgmt. can achieve that, it could be easily 2-3x from here

2. Kilburn Engineering: Promoters continuing to buy. Their acquisition creating cross sell/up sell opportunities for future!

3. Axiscades: Good days might be coming if they can onboard good mgmt layer (there is talk of PE fund might be entering)

4. Kabra Extrusion: Rumor is they are selling OPVC machinery (extremely high demand) and next few quarters could be very good. But we also need to remember that Good hype was created when they launched Battery packs.

5. Manaksia Coated Metals: Mgmt is offering excellent guidance for FY26. Both topline growth and margins expansion. Go thru the concall

6. Shree Ganesh Remedies: One CRAMS project gave them bumper growth in top-line and bottom-line in H2FY24 but the CRAMS project that they were to execute in H2FY25 got delayed to FY26 and hence FY25 will be more or less flat with margins returning to 28%. A worthy name to study if you are a pessimism lover!

7. Epack Durable: Hearing from friends that brilliant numbers expected in H2FY24

8. Apollo Micro Systems: Mgmt gave great guidance (well captured on twitter already) and hearing from friends that mgmt. is actively pursuing capex. FY26 defence budget could create sparks here!

9. Kernex/HBL Power: More orders expected on Track related (50L per KM). Main question of course is, how much of the recent Kavach orders can they execute in FY25 and how much might get pushed down to FY26 might determine Q4FY25 numbers (and the price action).

10. CreditAccess Grameen: Good volumes recently...Maybe Stage-1 will stabilize around this price? Next 2-3 months should tell

11. Transmission Names: Learnt from Niveshaay's presentation that only 10% of the transmission work is done in India and plenty to happen. So, we haven't even see half of the movie yet! Picture abhi baaki hain...Keep an eye on Transformer names, and their sister concerns PLUS cables/wires

12. Laurus Labs: Technically looking good with the anticipation of better H2. Main question is how much better Q3FY25 will be both on QoQ and YoY and that would determine the future price movement! General consensus is Q4 > Q3 > Q2. Could Laurus touch 4 digits in CY25 is another question!

13. RBZ Jewellers: Taken excellent support at 50 DMA and looking better, next week would be the key for it to break the new highs! They have an adjusted target of 1300 kgs of Gold as the target for FY25 and they did 542 kgs in H1. Which means H2 should be blockbuster (if all goes well)!

14. Utssav CZ Gold Jewels: After a long consolidation, December offered beautiful run. May consolidate a bit around the current range probably until H2 results

15. AVP Infracon: It's on fire, I have recently averaged up this one. Next couple of months could be very interesting here. It is still cheap when you look at FY26 valuations!!

16. Transrail Lighting: Probably cheapest in its space. Bangladesh is seen as a reg flag but that may not be the case.

17. Manorama: Looks expensive but next 2-3 quarters could offer very good growth both in topline and margins!

18. Accent Microcell: The proposed capex (funds thru Right issue) could push the capacity by 150%. So, if they do execute well, a good story in making!

19. Triveni Engineering: The merger and demerger have excited the market and pushed up the price but now seems to be calming down as those events are probably 3-4 quarters away. Either case, if its available around 370-380, that might be a good price to start the accumulation. Gears business should do well and demerging that also would allow Triveni mgmt. to focus on Water EPC and eventually demerge that also maybe after 2-3 years!

20. Unimech Aerospace and Manufacturing: If Trump or someone spooks the markets over the next few weeks/months and for whatever good/bad reasons, the stock price comes down, worth a name to accumulate!