FIND WHAT YOU'D DIE FOR AND THEN LIVE FOR IT.

companies with marketcap between 300 and 5000crs ,
pe < 35

and has guided for evenue cagr of more than 25% over next 3 to 5 years

Source: TIJORI

I don't hate people. I just feel better when they're not around.

POSITION are temporary RANKS and TITLES are limited.
But the way you treat people,Will always be remember.

Quality Power: Building A Grid Technology Platform

Strong Financial Performance
- Revenue nearly tripled in one year
- Profit almost doubled year-on-year
- Stock gained nearly 3x post-listing
- ROCE consistently above 30%

Business Quality
- Completely debt-free balance sheet
- Strong capital efficiency maintained
- Management exceeded annual guidance
- High execution credibility demonstrated

Global Power Ecosystem
- Supplies critical grid equipment
- Works with Hitachi, Siemens, GE
- Partners more than competitors
- Serves global infrastructure projects

Demand Environment
- Demand remains very strong
- Capacity is key constraint
- Order book exceeds ₹1,400 Cr
- Visibility remains highly robust

Growth Drivers
- Renewables driving demand growth
- HVDC investments accelerating
- FACTS projects increasing globally
- Data center demand expanding

FY27 Investment Phase
- Guidance at 15-20% growth
- Multiple facilities under construction
- New engineers being onboarded
- New technologies under development

FY28 Acceleration Phase
- Management targets 50% growth
- Capacity additions become operational
- Investments start contributing revenue
- Growth cycle expected to accelerate

Battery Storage Opportunity
- Focus on PCS systems
- Avoiding battery manufacturing segment
- Emphasis on power electronics
- Higher-margin technology positioning

BESS Expansion
- $31 million BESS order book
- Targeting significant scale-up
- Potential industry leadership position
- Strong global opportunity pipeline

Technology Upgradation
- Entered through Microsoft Finland
- Secured U.S. hyperscaler orders
- Expanding grid technology capabilities
- Moving up value chain

Future Growth Engines
- GIS platform under development
- 765kV capabilities expanding
- Dedicated PCS factory underway
- High-voltage lab being built

Key Takeaway
- FY27 appears investment-focused
- FY28 could see acceleration
- Transitioning toward solutions provider
- Multiple growth engines being created

Cos that guided for 30%+ rev cagr:

1. V-Marc: 40% CAGR over the next 3-5 years

2. Fineotex: $200 million by FY28; less than 800 crores INR in FY26

3. Kwality Pharma: 1000 cr in FY29; 503 cr in FY26

4. Shadowfax: 27-30%

5. RR Kabel: 16-18% volume growth; around 30% rev cagr

MARKSANS PHARMA Q4 FY26 IMPORTANT SENTENCES FROM CONCALL

#IMP_Q4FY26

" During the year, we crossed INR3,000 crores in net income for the first time and delivered our highest ever profitability...."

" Talking about regional growth, starting with North America, this remains our largest and fastest- growing market. Revenue for FY26 reached INR1,533 crores, reflecting a growth of 24% year- on-year. Over the last 4 years, the revenue in this market has increased from INR635 crores to INR1,533 crores, demonstrating the scalability of our operating model and the strength of our customer relationship.... "

" While FY26 revenue were marginally impacted by pricing pressure during the early part of the year, however, the Q4 performance was encouraging with revenue reaching an all-time quarterly high of INR308 crores, representing a growth of 12.3% year-on-year. "

" We currently have 18 product new product approvals, 30 products under review, 24 products awaiting approvals. Our next 4 years, we intend to file over 200 products in the U.K. market, increasing and creating a strong medium-term visibility"

" Australia Q4 revenue hit INR 123 cr with 61% YoY growth, and they entered branded prescription generics for the first time via Nova Pharma."

" EBITDA margin expanded 491 bps YoY to 22.8% in Q4 - driven by product mix, operating leverage and softer raw material costs."

" They expect raw material cost inflation of 20-30% on petroleum-linked inputs in Q1 FY27 due to geopolitical disruptions."

" They have sufficient inventory for Q1 and hope the war ends soon; if it does, raw material prices should correct back to original levels."

" They are sitting on inventory for most products, so no panic renegotiation yet - everyone is watching for the war to end."

" The Teva facility is at roughly 50% utilization, with potential for 40-50% more growth from that plant."

" INR 4,000 cr revenue target in 2 years is 'very much on the plate' - they have a roadmap to double revenue in 3-5 years. "

" They sit on 5-6 months of inventory on raw materials, so near-term raw material price hikes won't hurt much if the war ends soon."

" Freight impact is much lower than the Red Sea crisis - vessels moving freely, only fuel cost creeping up."

" On OTC contracts, buyers also expect the war to end tomorrow - so no one is panicking or invoking force majeure yet."

" They are actively pursuing M&A - one target in due diligence, another about to start - expect activity in 2027."

" INR 990 cr cash looks big in rupees but $50-60 million disappears fast in an acquisition - they are keeping the corpus for M&A. "

" They are conservative on M&A valuations - not looking to throw money at high-ticket deals."

" In Australia, they are halfway to the $100M milestone and confident of hitting it within 3 years.'

" India's tariff uncertainty last year drove a conscious inventory build - now that inventory is helping them absorb raw material price hikes. "

YOU CAN IDENTIFY IMPORATANT SENTECES CONCALL USING TAG " #IMP_Q4FY26 "