Wealth Solitaire

🪔HAPPY DIWALI!! HIGH QUALITY STOCKS TO TRACK AND ENTER AT RIGHT PRICE ON DIP, BY TAKING ADVANTAGE OF "VERY LONG GESTATION PERIODS". IMPORTANT: Don’t enter immediately after results IF there is price dip, due to poor or Flat H1 numbers. Better wait or further correction, in such cases. Don’t take these targets as strict. Need to play around and take risk or sometimes totally ignore and avoid. Lower target is only expected to give safety margin. But it need not be safe in all cases. …………………… 🪔SRIGEE DLM - Rs.139 at 16.6x against 34x of Master Components. Target Rs.100 to Rs.110? IPO price was Rs.99 at just 13x. Was listed in May 2025 at Rs.188. High quality plastic injection molding supplier to White Good OEMs The company has very little spare capacity and expansion is essential for top line growth. This has resulted in price correction since gestation period is long. (The new Unit with latest plastic injection moulding machinery from Haitian Huayuan’s India Unit in Gujarat is scheduled to be ready for trial in Q4 Fy26. So effectively, only in H1 Fy27 we can see contribution from the new unit) If H1 sales is flat (Rs.35Cr to 38Cr), stock may get flattened a bit more! So track it closely for entry opportunity during dips, before market starts re-rating for increased sales post capex Search Srigee at @rajstockwatch for Business Review …………………… 🪔SHRI AHIMSA NATURALS – Rs.225 at 24x. Target Rs.200 and lower. Aarti Pharmalabs(28x) is the only known listed peer. IPO Price was Rs.119 at 14.6x. Listed in April 2025 at Rs.140. Natural Caffeine Extract for beverage / baking and health and nutrition industry Has moved up steadily. 70% utilization and new capacity of 2.7 times is coming up in phases starting from H1Fy27. Though there is long gestation period, possibly due to the product being in high demand, the stock price has moved up. At just 100Cr sales per year currently, the company has long path ahead. Strong entry barrier since product needs approval from international clients (95% exports) and RM sourcing is tough (Mexico and Vietnam) So track it closely for entry opportunity during dips, before market starts further re-rating expecting increased sales post capex Search Ahimsa at @rajstockwatch for Business Review …………………… 🪔INFLUX HEALTHTECH – Rs.173 at 30x. Target below Rs.140 IPO price was Rs.96 at 16.6x. Listed in June 2025 at Rs.132 Good small CDMO company primarily producing nutraceuticals. High utilization above 90%. Though stock had flared up it is correcting due to long gestation period for capex. Nutraceuticals capacity will double from 10TPD to 20TPD by H1 Fy27. Other products like cosmetics and pet food are alo being expanded. The promoter has high credibility and company appears to be having high quality production lines approved for GMP and by FDA and is being used by nutraceutical brands for contract manufacturing. Track it closely for entry opportunity during dips, before market starts re-rating for increased sales post capex Search Influx at @rajstockwatch for Business Review …………………… Other Good Companies with LONG GESTATION PERIOD to track for big dip! 🪔SACHEEROME. Rs.219 at 31x. (Capex completion expected in H1Fy27) – Target below Rs.170. >90% utilization level. Long Gestation period. Big expansion 3.7times. Fragrances for wellness, health care, homecare and fabrics. Search Sacheerome at @rajstockwatch for Business Review …………………… 🪔 PRIME CABLE and 🪔 PATEL CHEM too have long gestation periods with big capex rolling out in Q3, Q4 FY27 respectively. (Expect big numbers in H2 FY27 only) You may track for potential entry, at appropriate time. ………🪔 🪔 🪔……… OOPS! LOST OPPORTUNITY! 🔥CHANDAN HEALTHCARE was in this group. BUT long gestation period opportunity is now lost, since capex funded rollout is already ongoing. Could have entered below Rs.200 when it was pointed out earlier.