https://slice.cc/bullanchor/atom.xmlRajeev Desai on SlicePublic Slice posts and articles from Rajeev Desai.2026-09-01T13:41:35.648Zhttps://slice.cc/bullanchor/posts/i-talked-about-vilas-transcore-ltd-below-at-352-it-is-still-there-butI talked about Vilas Transcore Ltd below at 352. It is still there ... But I just visited AI Concall summary and am delighted to know they have expanded capacity by 3x and also started new products. --Go through the AI Summary at Screener...read it...Want to buy or not....read it... Apart from that what catch my eye was in point 2. and part C, they say , C) HV Bushings – new entity (noteworthy strategic move) Announced incorporation of a new entity to manufacture HV bushings 12 kV to 400 kV . Vilas Transcore will hold 25% initially; rationale: It is “ strategically… a R&D project ” and management did not want early-stage R&D losses to “ impact on the balance sheet for the 1 or 2-year .” Separate entity also enables potential JV/technology transfer : “ we are discussing with two or three companies for the joint venture or technology transfer .” Near-term plan/capex: OIP bushing up to 145 kV targeted first. Capex ~INR10 crores in FY27 for R&D/test labs; using a “ readymade building ” on rent. RIP/RIS : parallel trials; RIP dependent on collaboration due to “ heavy investment .” Now this Bushing is a high margin product and I think Yash HighVoltage Ltd is the only other listed and hence fetch high P/E of 74!! Do your DD and take your call!!2026-09-01T13:41:35.648Z2026-09-01T13:41:35.648ZRajeev DesaiI talked about Vilas Transcore Ltd below at 352. It is still there ... But I just visited AI Concall summary and am delighted to know they have expanded capacity by 3x and also started new products. --Go through the AI Summary at Screener...read it...Want to buy or not....read...<p>I talked about Vilas Transcore Ltd below at 352. It is still there ... But I just visited AI Concall summary and am delighted to know they have expanded capacity by 3x and also started new products. --Go through the AI Summary at Screener...read it...Want to buy or not....read it... Apart from that what catch my eye was in point 2. and part C, they say , C) HV Bushings – new entity (noteworthy strategic move) Announced incorporation of a new entity to manufacture HV bushings 12 kV to 400 kV . Vilas Transcore will hold 25% initially; rationale: It is “ strategically… a R&D project ” and management did not want early-stage R&D losses to “ impact on the balance sheet for the 1 or 2-year .” Separate entity also enables potential JV/technology transfer : “ we are discussing with two or three companies for the joint venture or technology transfer .” Near-term plan/capex: OIP bushing up to 145 kV targeted first. Capex ~INR10 crores in FY27 for R&D/test labs; using a “ readymade building ” on rent. RIP/RIS : parallel trials; RIP dependent on collaboration due to “ heavy investment .” Now this Bushing is a high margin product and I think Yash HighVoltage Ltd is the only other listed and hence fetch high P/E of 74!! Do your DD and take your call!!</p>https://slice.cc/bullanchor/posts/aksharchem-india-ltd-cmp-rs-318-1-aksharchem-india-ltd-has-come-outAksharChem (India) Ltd : CMP: Rs 318 1) AksharChem (India) Ltd has come out with bumper results for June Qr. 2) Sales, Np, GPM all went up. 3) Excellent BV of 326. 4) Excellent Promo stake of 62% 5) Tiny Eq of only 8 Cr. 6) They have started Precipitated Silica Greenfiend Plant in Dahej , Gujarat. 7) Precipitated Silica demand is on rise and will be till atleast 5-10 yrs. 8) Co has turned the corner in a big way. Do your DD and take your call. Well, go to AksharChem website too!! Below is new Greenfield plant for Slica!!2026-08-24T14:47:09.398Z2026-08-24T14:47:09.398ZRajeev DesaiAksharChem (India) Ltd : CMP: Rs 318 1) AksharChem (India) Ltd has come out with bumper results for June Qr. 2) Sales, Np, GPM all went up. 3) Excellent BV of 326. 4) Excellent Promo stake of 62% 5) Tiny Eq of only 8 Cr. 6) They have started Precipitated Silica Greenfiend Plan...<p>AksharChem (India) Ltd : CMP: Rs 318 1) AksharChem (India) Ltd has come out with bumper results for June Qr. 2) Sales, Np, GPM all went up. 3) Excellent BV of 326. 4) Excellent Promo stake of 62% 5) Tiny Eq of only 8 Cr. 6) They have started Precipitated Silica Greenfiend Plant in Dahej , Gujarat. 7) Precipitated Silica demand is on rise and will be till atleast 5-10 yrs. 8) Co has turned the corner in a big way. Do your DD and take your call. Well, go to AksharChem website too!! Below is new Greenfield plant for Slica!!</p>