Source: Earnings Call of M&B Engineering Ltd
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Adani : Only 451,000 Cr
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Linkfest: 01 September, 2025
Some stuff I am reading today morning:
FPIs withdraw 35,000 Cr in August (Rediff)
Modi,Xi push for closer ties (BS)
India’s 1 Lakh Crore submarine push (MC)
Chairman’s Statement at Reliance AGM (BSE)
Trump’s Trade War got more chaotic (Yahoo)
US urges Europe to tariff India (One India)
India’s bold ban on Real Money gaming (BW)
Turnaround: PayTM (FE)
Company: Suyog Telematics (Zen Nivesh)
The $20/Month Software Revolution (Tomasz Tunguz)
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Alpha Ideas SME Stars -2025 Edition
As many of you are aware, we had conducted the Alpha Ideas SME Stars Meet on 24 August, 2025 in Mumbai.
14 Companies presented on their own businesses and networked with the Delegates. Presentations have been uploaded to the Exchanges.
We had around 450+ Delegates from all over India & abroad. It was great to host such a friendly and enthusiastic group of investors.
I will let the pictures do the talking.
01. OSEL Devices Ltd
You Tube Link of Recording: OSEL Devices Ltd
02. Spunweb NonWoven Ltd
You Tube Link of Recording: Spunweb NonWoven Ltd
03. Arham Technologies Ltd
You Tube Link of Recording: Arham Technologies Ltd
04. Shri Ahimsa Naturals Ltd
You Tube Link of Recording: Shri Ahimsa Naturals Ltd
05.Nisus Finance Services Co Ltd
You Tube Link of Recording: Nisus Finance Services Co Ltd
06. Afcom Holdings Ltd
You Tube Link of Recording: Afcom Holdings Ltd
07. OBSC Perfection Ltd
You Tube Link of Recording: OBSC Perfection Ltd
08. Chandan Healthcare Ltd
You Tube Link of Recording: Chandan Healthcare Ltd
09. Freshara Agro Exports Ltd
You Tube Link of Recording: Freshara Agro Exports Ltd
10. Harshdeep Hortico Ltd
You Tube Link of Recording: Harshdeep Hortico Ltd
11. Influx Healthtech Ltd
You Tube Link of Recording: Influx Healthtech Ltd
12. Ganesh Green Bharat Ltd
You Tube Link of Recording: Ganesh Green Bharat Ltd
13. Parth Electricals & Engineering Ltd
You Tube Link of Recording: Parth Electricals & Engineering Ltd
14. Shree Karni Fabcom Ltd
You Tube Link of Recording: Shree Karni Fabcom Ltd
Looking forward to seeing all smallcap investors at next year’s SME meet !
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Tarachand: Understated Profits (AI)
Mazagon: Maza Gone (AI)
Why smart money is flooding into Flexicap Funds (DH)
Thread: Pathetic work culture at HAL (Varlin Panwar)
The Deep State wants to oust Modi (GC)
Desis Vs Goras (AI)
Few Cheap Pickings (AI)
Midhani: 5 More (AI)
NACL: Why I sold (AI)
3 Ways Modi is planning to beat tariff pain (FE)