Deep research on Indian equities.
Tape reads the entire listed universe the way an analyst reads their best idea. Every claim cited to the exact line.
Last filing read 21 Aug, 23:19 IST
Consensus still models the up-cycle. Management disclosed the shortfall in April.
…we have miscalculated the orders that were supposed to be coming to us…” A ₹3,000 Cr order-book shortfall, stated on the Q4 call, still absent from published estimates.
Everything the market discloses, in one place.
❯ Which of my holdings filed something material after the close last night?
- Investor presentations5,902
- Earnings call transcripts4,619
- Expert interviews656
- Annual reports641
- SEBI filings and DRHPs219
- Credit rating reports—
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Roughly double, and not before FY28.
Sizing the three verticals at stated peak capacity gives ₹1,100–1,225 Cr against a ~₹584 Cr run-rate. Every input below is management’s own number; the arithmetic is ours, and labelled as such.
| Vertical | Run-rate | Peak | Basis |
|---|---|---|---|
| Hoses and assemblies | ~₹450 Cr | ₹650–675 Cr | Peak utilisation at 20 Mn meters, per MD guidance50 |
| SFN skids · domestic | ~₹130 Cr | ₹360–450 Cr | 15,000 skids × 80% utilisation × ~₹3.1 lakh average25 |
| Metal bellows / Hyd-Air | ~₹40 Cr | ₹80–100 Cr | Capacity 3,00,000 pcs; ₹7 Cr/qtr and growing55 |
| Total | ~₹584 Cr | ₹1,100–1,225 Cr | Achievable across FY28–FY29 |
Timeline: 15,000-skid capacity commissions by Q3 FY2725, reaching 80% utilisation through FY2850. FY28 is the first full year of expanded operations55.
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