SEBI Registered CAT-II AIF focused on investing opportunities in governance led companies with clear growth visiblity at pre-IPO/IPO stage
Joined September 2025
- Tweets42
- Following3
- Followers2.8K
- Likes196
Pinned Tweet
We are proud to back HGS (India) in it's public markets journey as an anchor investor.
The financial prudence & technical capabilities of company along with diversification into new businesses excites us.
Onwards and upwards.
#Day1Today
Excited and privileged to get associated with Speedex as anchor investors.
Around an year back we did our first anchor. Speedex story and the promoter in many ways reminds us of something similar.
Can't be more thrilled. Onwards & upwards.
#Day1Today
We at RMS are proud and privileged to back #SymbioticPharmaLabs management in there journey to public markets as anchor investors
The company is at inflection point with complex injectibles and CDMO business kicking in to leadership in human hormone.
Our 1st mainboard anchor 😊
Our CIO's view on Merritronix
Wrote a small piece on our investment thesis in Merritronix as @RMSGrowth. Their client base, product profile (the PCBs they make sell for INR 3-7L per board) and obsolescence engineering are not easy to replicate
No buy sell reco
Many congratulations to Amarnath ji and all of @Merritronix team for listing today.
Hopefully this is the start of a long journey. Thankful to come in as Anchor investors thru our fund.
P.s. - Great fun to know of IIT Madras stories and insti name of @rohiitian. 😅
Excited to back #Merritronics as an anchor investor in the company's public market debut.
While the sector is something which pulled us in, Amarnath ji's passion and vision for this space had us sold.
#Day1 #OnwardsAndUpwards 🚀🚀
Excited to back #Merritronics as an anchor investor in the company's public market debut.
While the sector is something which pulled us in, Amarnath ji's passion and vision for this space had us sold.
#Day1 #OnwardsAndUpwards 🚀🚀
Results done for FY26 for all our PF companies.
Hopefully FY26 is a launchpad for strong FY27 for most of them.
Onwards and upwards 🚀🚀
Strong set of results by #KVToys with 40% consol revenue growth from 125 cr in FY25 to 175 cr in FY26.
Margins protected at 5%.
Recently, Calliope Capital Advisors linked with Motilal group, has built a significant position in the company.
Onwards and upwards 🚀
#Invested
1st result of the season in our portfolio - #LTElevators hits it out of the park.
97% revenue & 90% PAT growth YOY.
Just getting started with Ricardo story waiting to unfold in FY27
P.s. - Exciting inorganic news on carpark size as well
Let'ssss go! #Day1
#Invested&Biased
@bansalabhishek5 just did a DCF on LT taking into account current results.
Check out here -
xitter.cf/i/status/2053782290027…
LT Elevator Discounted Cash Flow Valuation Thesis.
While I had done an extensive business review of LT Elevator on IPO, sharing a detailed valuation thesis, post the FY26 Results.
Anyone keen to read in depth the thesis can refer to my previous thread shared in the link below.
Disclaimer: The estimated fair value is my subjective price, based on certain assumptions & estimates; this is not to be considered as a buy/sell recommendation.
This post is purely meant as an educational post; please do your own due diligence before investing.
xitter.cf/bansalabhishek5/status…
#LTElevator #LTElevators
RMS 🤝Afcom QIP
Congrats Afcom team, and Mohit & Gyr team for pulling off a record QIP!
Having held the stock from day 1, life's come full circle with @RMSGrowth putting a small cheque by value, but significant to us nonetheless. Fortunate to be part of such an illustrious list
@manishlalwani9
Feels like forever since we started with Hello. 5 months of hardwork.
Glad to work with Apsis Aerocom in its journey to public markets. Congrats to promoters and LM!
High capabilities. Capable promoters.
#Day1 Today
Excited and pumped to back #ApsisAerocom as an anchor investor in its public market debut.
Always wanted an allocation in aerospace. Glad it's starting with a company which manufactures flight critical components for defence aviation. :)
Excited and pumped to back #ApsisAerocom as an anchor investor in its public market debut.
Always wanted an allocation in aerospace. Glad it's starting with a company which manufactures flight critical components for defence aviation. :)
Our partner @rohiitian's view on current quarter results in SME segment.
Fundamentals keep improving as we wait for liquidity to come back.
Our first anchor investment, #LTElevator going strength from strength as it acquires a 6 cr + monthly run rate B2C business.
Thread below has details.
With all moving items in place, all eyes on execution
#Onwards&Upwards #Day1
P.s. - RMS is invested. Not an investment advice!
🏗️ LT Elevators x Ricardo Elevators: A Strategic Lift-Off 🚀
LT Elevators just acquired Ricardo Elevators—and it’s more than just an expansion move.
This is about capturing a premium D2C opportunity in India’s booming home elevator market.
🔑 Why it Matters:
✅ ₹289 Cr combined order book (₹244 Cr + ₹45 Cr from Ricardo)
✅ ~₹6 Cr monthly bookings with 2,000+ leads/month
✅ 18+ physical experience centres across metros
✅ Strong D2C engine powered by digital discovery (Meta, Insta, Google)
✅ 90% of orders executable in the next 18 months
🔧 Synergies at Play:
Ricardo brings premium branding & omnichannel presence
LT adds engineering, manufacturing, and pan-India distribution muscle
Together: enhanced pricing power, economies of scale, and quality assurance
🔩 Capacity scale-up in progress:
New integrated facility under construction
5x larger than existing setup
Capex go-live by Q4 FY27
🎯 Goal: 15% market share in India’s home elevator market by 2030
This acquisition is strategically accretive from Day 1 boosting growth, margins, and execution certainty.
@manishlalwani9 @RMSGrowth @rohiitian
Grateful for 2025. The year when it all began.
Here's hoping a joyous, peaceful and successful 2026 to all. 🥂 Have a good one.
Onwards and upwards for the fund. Striving to make meaningful alpha 🚀🚀🚀
@rohiitian @manishlalwani9 @Soumil_IITB
#KVToys for us is a play on the strong policy tailwinds in the toy industry with ongoing crackdown on non compliant toy imports
One such example from DRI website where 6.5 cr worth of non BIS certified toys were seized
P.s - RMS growth fund has invested in company as an anchor
As #KVToys goes public today, we are proud to back Karan ji in his vision of substituting chinese import toys & building a brand.
We were sold at - 'Good quality at right price with constant variation and aflatoon distribution' is the DNA & key to success of KVToys!
#Day1Today
As #KVToys goes public today, we are proud to back Karan ji in his vision of substituting chinese import toys & building a brand.
We were sold at - 'Good quality at right price with constant variation and aflatoon distribution' is the DNA & key to success of KVToys!
#Day1Today