Sadhan Investing
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منشورات القناة
🚀 Big update from SG Finserve (#SGFIN)!
SG Finserve has partnered with BharatPe Money & Succesship Technologies to launch a paperless, RBI-compliant digital credit platform for merchants across India.
Uniting a strong balance sheet + BharatPe's vast distribution + fintech tech stack is a textbook strategy to scale supply chain/digital credit fast.
I just dropped a detailed video breaking down the numbers, underwriting model, and road ahead
🎥 Watch the full video here https://youtu.be/xkbIxY5o10A
| 2 |  🚀 Frameworks > Tips !
At the Investing Accelerator Summit (IAS) in Goa next month (August 7-8), I’m not just pitching a stock. I’m breaking down the exact execution blueprint I use to spot micro-cap and industrial compounders right at their inflection points—before the broader market catches on.
What we will be digging into:
🔹 The Mechanics of Operating Leverage
🔹 Value Chain Deep Dives:
🔹 The "Inflection Point" Checklist
🌐 The real value is in the room.
The presentations are just half the story. The true ROI comes during the intervals—having a coffee with fund managers, arguing thesis points with serious investors, and building a high-quality network that gives you true perspective.
🎁 Special Note for the Sadhan Community:
If you are coming, make sure to find me and say hello! I have some exclusive Sadhan goodies packed and ready for you.
Slots are filling up fast for August. Secure your seat here:
👉 https://investingacceleratorsummit.com/?invite=SADHAN
See you in Goa! 🌴🚀 | 784 |
| 3 | 🚨 New Deep Dive: How Does This NBFC Have 0% NPAs?
Most NBFCs struggle with asset quality over time.
But SG Finserve has reported 0% Gross NPAs while growing rapidly. Is this sustainable? What's driving this performance? More importantly, can it continue?
In this video, I break down:
✅ Business model explained simply
✅ Why the company has reported 0% NPAs
✅ Supply chain financing opportunity
✅ Growth drivers & management strategy
✅ Key risks investors must watch
✅ Valuation and long-term investment thesis
If you're looking for emerging businesses with strong fundamentals, this analysis is for you.
🎥 Watch here:
https://youtu.be/xkbIxY5o10A
If you find the analysis valuable, do like, share, and let me know in the comments which company you'd like me to cover next.
Disclaimer: This video is for educational purposes only and should not be considered investment advice. Please do your own research before investing. | 847 |
| 4 |  📊 Exclusive Microcap & Smallcap AMA is Now LIVE for Members!
In this session, we break down the core risks, structural growth opportunities, and long-term investment frameworks for some of the most discussed companies on our radar:
⚡ Yash High Voltage (Analyzing high-voltage insulator demand & technology shifts)
📦 Krishca Strapping (Decoding microcap industrial packaging value chains)
🛡️ Krishna Defence & Avantel (Evaluating order book execution & niche defense electronics)
🧪 Sudeep Pharma (Breaking down specialized pharma excipient moats)
🔒 Members, watch the full deep dive here: 👉 https://youtu.be/c2ONI-dFjo0
Not a member yet? Click the "Join" button on our channel page to unlock this AMA, previous deep-dives, and exclusive community frameworks! | 1 217 |
| 5 | Why track record matters in a Special Situation?
We recently discussed Triveni Engineering as a case study on special situation investing.
However very few knew this..
Nearly 4 years ago, I broke down Triveni Engineering when it was still strictly being valued as a cyclical sugar play.
Even back then, the management stood out for two massive reasons:
1️⃣ Exceptional Capital Allocation: While competitors diluted equity, this management consistently bought back shares—setting a benchmark buyback at ₹350. Fast forward to today, the stock touched a structural high floor.
2️⃣ Incubating Value in Quiet Corners: What was once just a tiny 4-5% revenue slice (Power Transmission) has quietly transformed into a high-precision engineering powerhouse with deep defense moats.
The upcoming demerger isn't a random event. It is the culmination of a multi-year masterclass in capital allocation.
If you want to see where this journey started to fully understand how they got here, check out our foundational analysis from 2022:
🔗 https://youtu.be/EUg9LzAEBA0?t=261 | 1 269 |
| 6 | 🚨 Special Situation Deep Dive: Sugar to Defence Demerger Play 🚢⚓
A fascinating value-unlocking story is quietly playing out in the Indian stock market right now. A legacy, commodity-focused company is about to spin off its high-growth, high-precision engineering wing.
If you love identifying hidden gems before the broader market catches on, this is a thesis you need to see.
The Core Thesis:
The Hidden Asset: While 90% of its current identity is tied to the cyclical sugar & ethanol sector, the company secretly houses an incredibly high-margin (35%+ EBIT) power transmission and naval gear business.
Massive Defence Triggers: This engineering division isn't just growing; it's scaling rapidly. It recently secured prestigious orders from Mazagon Dock Shipbuilders and signed a strategic MOU with UK engineering powerhouse Rolls-Royce for next-gen naval gas turbines.
The Valuation Disconnect: Because the market still values the parent entity primarily as a sugar stock, this high-moot defense and engineering business is sitting on an aggressive capacity expansion (backed by a 25% CAGR order book) that the broader market has yet to fully price in.
With a definitive spin-off and demerger timeline fast approaching in the next few months, this makes for an incredible case study on special situations and corporate restructuring.
Is the market severely mispricing this hidden defense proxy?
👇 Watch the full breakdown to decode the entire thesis, the numbers, and the valuation gap:
🔗 https://youtu.be/kKMOdFKcSFg | 1 211 |
| 7 |  Yash High Voltage raising ₹150 Cr isn’t just a fund raise — it’s a signal of demand visibility.
Upgrading capex plan from 245 kV → 550 kV to become a global supplier.
80–85% of funds going into greenfield expansion, rest into brownfield capacity.
Management says new capex can support ₹800–1,000 Cr revenue potential.
Asset turnover ~4x; exports targeted to rise from 7% → 20% in 3–4 years.
40%+ growth guidance maintained with ~25% EBITDA margins despite expansion costs.
Lead times at 10–12 months indicate strong order visibility for the next 3–5 years.
Sadhan takeaway: This is not a “capacity for hope” story. It is capacity being built because demand already exists. The key monitorables now are localization, export approvals, and FY27 execution before the FY29 margin expansion thesis plays out.
Sadhan first take (May 2025) 👉👉 https://youtu.be/MhDfIRE-M6o
Disclaimer: Invested since Rs 160 levels. | 1 158 |
| 8 | Work creates income.
Income buys assets.
Assets create wealth.
Wealth buys freedom. | 1 210 |
| 9 |  Most investors look at shipyards.
Few study the entire shipbuilding ecosystem.
The biggest winners could emerge from companies supplying:
⚓ Propulsion
🔋 Batteries
⚡ Electricals
🚰 Pumps & Valves
📡 Electronics
🏗️ Steel
❄️ Cooling Systems
I've mapped the complete value chain in the attached infographic.
🎥 Watch the full analysis:
https://youtu.be/oqPCvIPOZaE
The best investment ideas often come from understanding the ecosystem before the market does. 🚀 | 1 469 |
| 10 | https://youtube.com/shorts/nYYC7r5eau0?si=Vyk8pMpWP7mxs-k0 | 1 395 |
| 11 | https://youtu.be/oRuLijobSG4 | 1 441 |
| 12 |  Excited to be speaking at the Investing Accelerator Summit in Goa! 🌴
I'll be sharing a high-conviction growth idea along with the framework I use to identify businesses at inflection points—well before they become market favorites.
If you're serious about long-term investing, this is a great opportunity to learn, exchange ideas, and connect with fellow investors.
🎁 For the Sadhan Community:
If you're attending, do come and say hello! I'd love to meet you in person, and I have some exclusive Sadhan goodies for everyone who drops by.
Register here:
👉 https://investingacceleratorsummit.com/?invite=SADHAN
Looking forward to meeting many of you in Goa!
Cheers,
Amitabh Vatsya | 1 658 |
| 13 |  🚨 Prime Plus Members Exclusive
We believe this small-cap is at the verge of an inflection point.
⚓ Yesterday: Naval
✈️ Tomorrow: Aerospace
The market is still valuing it for its past, while the opportunity lies in its future.
🎥 Members-only deep dive:
https://youtu.be/u9uJCmxmwJk?si=QQRIH4ZCEVkYIF3O | 1 450 |
| 14 |  🚨 NEW WEBINAR OUT: Shipbuilding Sector Deep-Dive!
India's shipbuilding industry is moving past surface noise into what could be a major structural growth phase. 🌊
We maped out the entire industrial value chain, business moats, and structural tailwinds driving the sector.
Core highlights from the session:
✅ Global shipbuilding demand & domestic capacity constraints
✅ Naval vs. commercial market segments explained
✅ Complete breakdown of India's Shipbuilding Vision 2030
✅ Key listed players to watch in the value chain
Skip the generic market commentary and leverage this structured investing framework for your research. 🔬
👇 Click the link below to watch the full masterclass:
🎥 https://youtu.be/oqPcvlPOZaE | 1 362 |
| 15 | https://youtu.be/oqPCvIPOZaE Please watch and share the video | 271 |
| 16 | Every special situation has two lives, and the whole discipline in playing special situations lies in knowing which one you are playing.
The first is the price-discovery life. A corporate action which might be a demerger, a spin-off, a holding-company simplification, temporarily diverges a security’s price from its value. Forced sellers, negligible research coverage, abnormal P&L numbers, index funds way of working etc: none of it is about the business, and all of it is about these technical factors. This is where the special situation actually lives. It has a beginning and an end. When the structure resolves and the market is finally able to see the asset for what it is, the gap closes.
The second life is the ordinary one that every share has: the fundamental life, the business compounding and its own economics.
The reason to be clear about the difference is that the two ask for opposite behaviour. If your edge is only the price-discovery gap, you size the position, you wait for the re-rating, and you leave once the gap has closed, the special situation is over, and there is no prize for overstaying a thesis you no longer hold.
If, on the other hand, the asset underneath is one you would happily own for years regardless, then price discovery is merely a cheap door into a long-term holding, and you stay. Both are legitimate. Confusing them is how investors give back the gains from a good special situation by clinging to a mediocre business or selling a genuinely wonderful one the day it stops being cheap. So before we commit to a special situation, we answer one question: which side of situation are we playing?
( Received from ex Colleague | 1 439 |
| 17 |  🚀 Sadhan Prime is Here!
Many of you have been asking what Sadhan Prime includes. Here's everything you get for just ₹1,199/month:
📚 Large Sadhan Library
Access 20+ premium deep-dive videos
🎥 1 Exclusive Members-only Video Every Month
Fresh, in-depth research that's not published on the main channel.
💡 10+ Actionable Sadhan Insights
Curated investment ideas, frameworks & market observations by Amitabh Vatsya.
💬 Monthly "Ask Me Anything" Live Session
A dedicated members-only session where you can ask anything about stocks, investing, business or the markets.
⚡ Priority Replies
Get faster responses to your questions and comments.
🎙️ Special Announcement
Next Sunday, we're hosting our exclusive Sadhan Prime LIVE – "Ask Me Anything"!
Bring your questions on:
✅ Businesses you're tracking
✅ Sector outlooks
✅ Business analysis
✅ Investing framework & valuation
✅ Market-related doubts
See you next Sunday! 🚀
👉 https://www.youtube.com/channel/UCH1CbIdTzFSVq788pIVKljg/join | 1 442 |
| 18 |  Two years ago, we highlighted this marine business when hardly anyone was paying attention.
🎥 Looking back: https://youtu.be/3WCXhK6jWBE
Fast forward to today, and mutual funds have started taking notice and building positions.
This is a reminder that investing rewards patience, deep research, and conviction—not chasing what's already popular.
Early research. Patient capital. Compounding conviction.
Disclaimer: Sadhan or Amitabh Vatsya is Not a SEBI registered RA . This is for educational purpose !
#Investing #StockMarket #ValueInvesting #Sadhan | 1 908 |
| 19 | https://youtu.be/DMBUMo7__zE New Video released | 1 850 |
| 20 | New video coming today. Stay Tuned | 1 648 |
