7 Aug 2026, 14:48 UTC53 viewsread 7 August 2026 Photo
MOREPEN Labs - Results came yesterday
Morepen Says
CDMO becomes the next growth layer
Expanding manufacturing capacity to support larger global CDMO opportunities.
Capacity expansion roadmap: 600 KL to 1200 KL
Commercial execution, capacity expansion and platform depth to drive the next phase.
Signed Debashis Das
7 Aug 2026, 03:28 UTC107 views1 reactionsread 7 August 2026 Ather growth is constrained by supply vs actual demand is very high
Booking exceed 1.5 L quarter vs actual delivery of 90 k
Hosur capacity is 4.2L already maxed out
Upcoming Aurangabad 5L initial capacity(Q3)
+2nd phase another 5L
Total capacity will be 14.2L with avg selling price of each vehicle 1.5L
Total revenue potential exceeds
21300cr at full capacity
Ather Konarc & new dealer network will help further …
❤1
Signed Debashis Das
6 Aug 2026, 14:15 UTC133 viewsread 7 August 2026 Photo
RATE GAIN - One off Quarter
Entire quarter gain was due to FIFA World Cup
Overall numbers boosted by this one off event.
So don't look after Rategain Results in this quarter.
Signed Debashis Das
6 Aug 2026, 09:02 UTC158 viewsread 7 August 2026 Excellent Small Cap Moat Companies to Study & Track 🔥🔥🔥
▪ Sedemac Mechatronics
▪ Omnitech Engineering
▪ Quality Power
▪ Sigma Advanced Systems
▪ Apollo Micro Systems
▪ Atlanta Electricals
▪ Krishna Defence
▪ MTAR Technologies
▪ Azad Engineering
▪ Aequs
▪ KSH International
▪ Kernex Microsystems
▪ Indo-MIM
▪ TD Power Systems
These companies operate in specialized industries with high entry barriers, niche capabilitie…
Signed Debashis Das
5 Aug 2026, 15:04 UTC174 viewsread 7 August 2026 Sectors where bull Run is going on:
• AI/DC
• PHARMA CDMO
• AUTO ANCILLARY
• PRECISION ENGINEERING
Signed Debashis Das
5 Aug 2026, 03:36 UTC192 views1 reactionsread 7 August 2026 Photo
AI boom is real. rashiperipherals is the biggest supplier of NVIDIA hardware. All of E2E GPU's are purchased via Rashi peripherals. and the result for rashiperipherals is just crazy. Doubled the PAT YOY.
one more stock to ride as a proxy of the AI boom
❤1
Signed Debashis Das
4 Aug 2026, 15:32 UTC200 viewsread 7 August 2026 Growth triggers for Morepen Labs.
blockbuster Q1 results.
575cr revenue, up 34%. EBITDA up 207%, PAT 56cr.
825cr CDMO entered full scale commercialization.
higher margins, recurring revenue.
Shift from commodity APIs to CDMO.
margin at 15.25%, was 6.65% a year ago.
Peptides, oligos and new modalities on the roadmap.
Capacity from 535 KL to 1200 KL by FY30.
Signed Debashis Das
3 Aug 2026, 03:24 UTC255 views3 reactionsread 7 August 2026 Bumper Results this week:
TruAlt Bioenergy- 1108%
Fairchem Organics- 756%
Shadowfax Technologies- 624%
Yasho Industries- 547%
Leela Palaces Hotels- 456%
Clean Max Enviro- 442%
MTAR Tech- 350%
Apcotex Ind- 312%
Pine Labs- 309%
Century Enka- 299%
Prataap Snacks- 258%
PNGS Reva Diamond- 256%
Aarti Industries- 256%
XPRO India- 245%
Laxmi Organic- 217%
Dixon Technolog- 195%
Supreme Petro- 192%
Kalind- 186%
Equitas Sma. F…
❤3
Signed Debashis Das
2 Aug 2026, 13:15 UTC245 viewsread 7 August 2026 FII flows turn positive for the first time since February 2026.
After 4 months of selling, foreigners show us 💰
2026 FII Flows
Mar: -₹1.17 lkh cr
Apr: -₹60 k cr
May: -₹33 k cr
Jun: -₹49 k cr
Jul: +₹20 k cr
Signed Debashis Das
1 Aug 2026, 13:11 UTC295 viewsread 7 August 2026 India imports 100% of its Dimethyl Ether. Every single kilo.
One company just built a 1,00,000 TPA plant to make it domestically. They are the only one. No second player exists.
First quarter after commissioning? Profit doubled. ₹78 Cr net profit. Up 97% YoY.
Balaji Amines 👇
━━━━━━━━━━━━━━━━━━━━
Q1 FY27 numbers per the July 2026 press release:
→ Revenue: ₹456 Cr (up 27% YoY)
→ EBITDA margin: 25.4% (was 15.2% la…
Signed Debashis Das
1 Aug 2026, 07:32 UTC241 viewsread 7 August 2026 Photo
BREAKING: 🇮🇳 Large caps now account for just 58% of India’s total market capitalisation, the lowest share on record.
I have a strong feeling that large caps are gearing up for a meaningful comeback over the next few months.
It wouldn’t surprise me if Nifty crosses 27,000 by the end of the year.
Here’s why:
• From a technical standpoint, Nifty has largely completed both its time and price correction.
• Q1 earnings …
Signed Debashis Das
31 Jul 2026, 19:00 UTC278 viewsread 7 August 2026 Syrma did many stupid things after its first year of listing. At one point, it traded at just 1/2 of Kaynes’ market cap.
Then management accepted its mistakes, corrected course and put the company back on a growth path. Today, Syrma’s market cap is bigger than Kaynes’.
Markets forgive mistakes when companies learn fast. Now it is Kaynes’ turn to learn.
Signed Debashis Das
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