Standard Glass Lining has been talking about how glass-lined shell & tube (S&T) heat exchangers could be a game changer for their company 🚀 Even industry leaders like GMM Pfaudler and HLE Glascoat don’t have this tech - only one Japanese company 🇯🇵 in the world has mastered it.
@ujwal_kr promotor is bit dramatic . Hope he succeeds
@SureshKBN Agree sir, that has been my concern as well. There were mainly 2 triggers here in my opinion: 1. Glass lined S&T 2. Exports rising Exports may hit some rough patch with these 50% tariffs as well. Lets see how things move forward
@ujwal_kr Very informative post Ujwal
@suryachaudhary1 Thanks Sachin bhai.
@ujwal_kr Great content 👍
@Nareshf2eKumar Thanks Naresh bhai😄
@ujwal_kr Very intersting - Hasn't HLEGLAS acquired this cability with Kinam ?
@DgrPrtk Kinam does metal lined S&T. There are 200+ manufacturers who do it in India, including standard glass. This is specific glass lined S&T
@ujwal_kr Nice post.. Increased my conviction about sgltl
@josephseby78 There could be a rough patch due to 50% tariffs. Track the company closely
@ujwal_kr Good read. Recently made a video on SGLT as it is good proxy to Pharma and Chemical space. https://youtu.be/ViHt0kD9HD0?s... @ItsVinay01
@ujwal_kr Tech differentiation drives pricing power - but execution risk matters for smaller players challenging incumbents. What's their CAPEX timeline for scaling this tech?
@ujwal_kr A complete thread on #SGLTL 🫡 https://x.com/sangeethmt/statu...
@ujwal_kr Good information, thanks
@ujwal_kr Glasslined narrative was pumped and stocks got dumped up
@ujwal_kr With huge equity dilution...lot of good news are factored in the price for the short term..
IPO in the last 6 months with excellent anchor investors 🕵🏼♂️ Investors that I follow 1. Ashish Kacholia Sir 2. Mukul Agarwal Sir 3. Prashant Jain sir- Ex CIO HDFC 4. Madhusudan Kela sir, Ex CIO Reliance Mutual fund 5. Utpal Sheth, Ex CEO Rare Enterprises, Trust Mutual fund 6.
Semiconductor Sector Stock, Trigger and Future Guidance CG Power Kaynes Tech Acutaas Chemical Jubilant Ingrevia Unimech Aerospace Stallion India RIR Power Axiscades Inox India IZMO Moschip ASM Tech Archean Do you hold anyone from this?
Sansera Engineering : Aerospace, Defence & Semicon (ADS) Segment to grow multifold in coming years Management is guiding of achieving REV : 280-300 Cr (2x YoY) in FY26, supported by a strong order book Order book currently stands around 750 Cr, provides a good visibility to
🚨#Kavach story started with just 3 OEMs — now there are 13 players! 🫣 New OEMs: - Areca Embedded Systems - BHEL - Kyosan India - Siemens Ltd - BEL - Kaynes Technology - Lotus Wireless Technologies - Progota India (Concord Control Systems) It’s interesting to see some big
