Pratik Bagadia
Pratik Bagadia
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Pratik Bagadia

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15+ years in stock markets | Holds Guinness World Record | Decoding Micro-caps and Small-caps companies | IPO analysis | Fortunate to be invited on Podcasts to share market views | Not SEBI registered or affiliated to any other global advisory body | Views personal, no Buy/Sell recommendation

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Joined on 26th November 2025

Pratik Bagadia
Jan 05, 2026Public Post

Short Analysis on an Engineering manufacturing company Tembo Global: Looking good for medium to long term


Mkt cap: 940 cr | TTM PE : 13.4x | ROE: 36.7% | Promoter Holding: 36.38%


(Technical chart suggests a reversal pattern. Buying at lower levels with heavy volumes)


Products & Service Offerings

  • Tembo Global is an integrated engineering and EPC player manufacturing specialised metal products such as pipe support systems, fasteners, anchors, HVAC and structural fabrication solutions
  • The company also operates a legacy textiles business focused on processing and supply of fibres and yarn, catering to domestic and export markets
  • It has forayed into high-growth verticals including EPC infrastructure projects, solar power generation and defence manufacturing under the “Make in India” framework


Business Verticals

  • Engineering & EPC: Core value driver with exposure to refineries, fuel farms, marine jetties, infrastructure and industrial fabrication; highest margins and scale benefits
  • Textiles: Asset-
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Short Analysis on an Engineering manufacturing company Tembo Global: Looking good for medium to long term Mkt cap: 940 cr | TTM PE : 13.4x | ROE: 36.7% | Promoter Holding: 36.38% Products & Service Offerings Tembo Global is an integrated engineering and EPC player manufacturing specialised metal products such as pipe support systems, fasteners, anchors, HVAC and structural fabrication solutions The company also operates a legacy textiles business focused on processing and supply of fibres an...Short Analysis on an Engineering manufacturing company Tembo Global: Looking good for medium to long term Mkt cap: 940 cr | TTM PE : 13.4x | ROE: 36.7% | Promoter Holding: 36.38% Products & Service Offerings Tembo Global is an integrated engineering and EPC player manufacturing specialised metal products such as pipe support systems, fasteners, anchors, HVAC and structural fabrication solutions The company also operates a legacy textiles business focused on processing and supply of fibres an...
Pratik Bagadia
Dec 28, 2025Public Post

Short Analysis on an EMS company: Aimtron ltd (looking good for short term and long term)


Mkt cap: 1650cr | TTM PE: 48.2x | Promoter holding: 71.44% | ROE: 24.8%


Product & Service Offerings

  • Aimtron operates as a one-stop ESDM and ODM player, offering PCBA, box build assembly, and end-to-end product realization services
  • Capabilities span PCB design, embedded systems, firmware, mechanical design, prototyping, validation and mass manufacturing
  • Strong expertise in high reliability and precision engineering for aerospace, defence, medical, automotive, IoT and telecom sectors
  • Integrated manufacturing backed by global certifications enables turnkey solutions from concept to lifecycle support

Market Opportunity

  • India’s ESDM industry is poised for exponential growth, targeting USD 500 billion output by 2030 with strong policy backing
  • Rising demand from EVs, defence, aerospace, AI, IoT, telecom, and medical electronics expands Aimtron’s addressable market
  • Government incentives such as PLI, DLI, semi
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Short Analysis on an EMS company: Aimtron ltd (looking good for short term and long term) Mkt cap: 1650cr | TTM PE: 48.2x | Promoter holding: 71.44% | ROE: 24.8% Product & Service Offerings Aimtron operates as a one-stop ESDM and ODM player, offering PCBA, box build assembly, and end-to-end product realization services Capabilities span PCB design, embedded systems, firmware, mechanical design, prototyping, validation and mass manufacturing