저자: MoneyMind진행자 · 외국인
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인도 소형주 SPML Infra를 소개하며 Vijay Kedia가 2026년 3월경 약 1.9% 지분(약 ₹36M)을 신규 매수했다고 설명. 분기 매출 약 1879→2300M, 순이익 약 99→200M으로 급증, 프로모터 지분 35%→40%로 확대, 수주잔고 약 43.8M 및 BESS 관련 약 ₹90B 수주 기대 언급. 주가는 52주 저점 약 ₹152 부근에서 현재 약 ₹216으로 상승한 상태라 본인은 매수가를 ₹170~180으로 추정.
다듬은 글
Hello friends, welcome to our channel Money Mind. So today we are going to talk about Vijay Keya ji and we are talking about him because he invested in a small cap stock and it is a very good investment. After that, if we look at the stock, a tremendous rise has been seen in that stock. So in this video we will know which are the stocks.
Why did he shop here? Would the purchase have been made at rate ? When did you buy it? How much is the investment? What does the company do? We will understand everything in detail in this video. Whenever a big investor invests in a stock, we should definitely track and follow him. What does the company do?
So we get an idea that big investors do not invest for the short term. Invest with a long term purpose perspective. So we get some idea as to what investments might have been made and why? What we see in this company and we also get a lot of important inside information from them and it is also very helpful for us in taking some investment decisions.
So let's start the video. Before that, you will be requested to please subscribe to the channel. There are very few subscribers on our channel, hence you are requested to please subscribe to the channel. Like the video so that you can get genuine information and latest updates related to stock market and finance and I will also continue to get support from this.
If we talk about the company here, then it is a small cap company. It is an infrastructure related company. That means SPL Infra is the name of the company. And basically if we talk about the company here, it is involved in things like water management, power transmission, urban infrastructure projects.
If we talk about the core business, then here there are water supply pipeline treatment plants, sewage [sangeet] systems, substations, rural electrification work and if we see, the work that they get, basically mainly the work that they get is through government contracts. And if we look at the most important thing, I think this will be very important.
Whatever decision he might have taken regarding investment. If we look at the new business, battery energy storage system which has just started, if we look at it a few years ago, the company is exploring it here and it is quite good, the company is also strengthening its business in this segment, so we can see that the working here is quite good, if we look at it, the company is doing very good expansion here and the way the company is engaged in the work, if we look at it, if we talk about modern facilities, the government is focusing a lot on water supply here and on expanding the facilities available in urban cities.
So this company can play a very important role here and it also gets contacts from the government. Now let us know how he invested in the company and how much he invested. If you look here, the company has also received some awards like Infra India Infra Award. If you look here, he invested here around the month of March and probably he did not have any investment before this.
That means Fresh is seen investing here. If you look here, he has bought about 1.9% stake in the company and has invested about ₹36 million . Earlier there was no investment. It happened in March. Now we will also try to know at what rate they might have bought. Before that, if we look here, why would he have taken this buying decision.
These people buy from a long-term perspective. So it is not that they might have taken the buying decision after seeing the results of some quarters. He must have seen many things here. He must have been tracking the company for many months. After that, some instant development must have happened. That's why he might have taken the decision.
So if you look at it, you will find two or four reasons quite important. If we look here, the numbers of the company that came out for quarter three were seen to be quite important. Talking about revenue here, from 1879 million here, you can see that the revenue has reached around 2300 million. So, there has been a tremendous increase in revenue here.
The profit is seen almost doubling here. If we do year over year comparison here, the profit was around Rs 99 million. If you look here, the profit has reached near 200. So here the profit also seems to be doubling. I think this could be a trigger point that made them decide to buy . If we look here, the promoter is also seen continuously increasing his stake here.
Talking about September 2025, the promoter's holding here was around 35%. If we talk about December 2025, then about 37% has been done and if we talk about March 2026, then 40% has been done here. Gradually the promoter is also seen increasing his stake here. So this can also be a plus point for the stock.
Apart from this, many things are being developed in the company. And if you look here, their order inflow is quite good, the inflow of orders is quite tremendous here. If you look, you can see many projects here in Jharkhand, Madhya Pradesh, Rajasthan. Apart from this, look at Tamil Nadu where most of their projects are available.
Apart from this, they can be seen getting orders from Jharkhand, Madhya Pradesh and Rajasthan. Some orders for water projects seem to be coming here. If we talk about this, if we look at their order book right now, then around 43.8 million order book is visible here. Apart from this, it can be seen here that the company is also participating in many project tenders and especially in BESS which is a battery energy storage system and the company is hopeful that in the coming six to 12 months, if we look at it, then an order of approximately Rs 90 billion can be received from this BESS order.
This means that orders worth approximately 90 billion rupees can be placed here for battery energy storage systems. And if we see, the company is also participating in tenders for orders that are floated in many companies. If you see, NTP is participating in the tenders issued by NTPC. If we look at it, the company is doing very good work in government projects like Jal Jeevan Mission.
Smart City project is done, Irrigation scheme is done. If we look at all these segments, the company has a presence here and if we look at its business in the coming time, it will be seen growing. If we talk about battery energy solar system battery energy storage system here, this is also a very good growing business here.
If any company is still in the initial phase of this, then I think their business growth will be seen to be very good here in the coming time. If you look here, if you look at the stock, there is a lot of rise here. I think that ever since the news of their buying came, a big rise was seen in the stock here and they bought it almost in the month of March.
That means, when this decline was happening due to the war, I think they made this purchase during that time. That is, if we look at the 52 week stock here, it was around ₹152 in March itself. If we look at it now, the stock has almost crossed Rs 200. That is, you can see that in the last 7-8 days itself the stock has increased tremendously here.
That means, we can understand that if we look at their average price of March, at what price they might have bought. So I think they might have bought in the range of 170-180 because the low here is around 150 If you look at the latest low, it is around 150. That means I think buying would have happened between 170 and 180 here and if we look at it now, the price here is around 216.
I think ever since this news of their buying came, a tremendous rise must have been seen here. What do you have to say about the company? How did you like the company? Can the company's business grow in the future ? Can you think of investing in it? Please do tell in the comment box. If you liked this, please like the video.
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