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Hidden Multibagger Stocks by Devendra (RA: INH000026488)
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Disclaimer: I am a SEBI Registered Research Analyst (RA: INH000026488). All stocks, market updates, and investment-related information shared in this channel are strictly for educational and informational purposes only.
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"Axiscades Technologies "– A new multibagger stock from the defence sector, showing no impact from the recent market crash.🚀🚀
BlueJet Healthcare – A potential multibagger stock from the CDMO segment, showing strong resilience despite the recent market correction.🚀🚀
"Vilas Transcore" – A new multibagger stock from the transformer sector, showing no impact from the recent market correction.🚀🚀
" Advait Energy Transitions " 16% up in weak market..🚀
💥Air India plane crashes at Ahmedabad Airport in Gujarat. There were 135 people on board.💥
Profit booking has intensified in the small and midcap indices. Further correction is expected in these segments in the coming days. We are still in the time correction phase, during which the market remains in a consolidation phase—trading within a specific range as i predicted..
" Aarti Drugs " is preparing for a breakout after a period of consolidation.🚀🚀
"BlueJet Healthcare" – A potential new multibagger stock showing strong upward movement even in a weak market.🚀🚀
" BlueJet Healthcare " New multibagger stock strong move even in weak market..
" Shankara Building " is a fundamentally strong stock and is expected to benefit from the upcoming RBI rate cuts.🚀
" Advait energy " Shares of Advait Energy Transitions surged 14% on Thursday, June 12, after data showed that ace investor Vijay Kedia has picked up a stake in the small-cap stock via block deals a day ago.🚀
The small and midcap indices are facing strong selling pressure as they approach their all-time highs. We can expect high volatility in these segments, with likely profit booking at current levels. The largecap index has been underperforming for a while, so a major decline in the Nifty is unlikely. However, the Nifty is expected to remain rangebound, while the small and midcap indices may experience significant volatility in the coming days.
"Vilas Transcore," a new multibagger stock from the transformer sector non stop firing 🚀🚀
Its SME stock with min lot size 250
Today, there was a sharp fall in the small and midcap indices.We are approaching the all-time high level of the midcap index, and as a result, we may see increased volatility in the market. A sudden correction cannot be ruled out in the coming days. However, do not expect a major fall like we witnessed during the price correction phase.Today, there was strong profit booking in defence sector stocks. During this time correction phase, many sector-specific stocks are moving purely based on momentum.We have started releasing a list of hidden multibagger stocks that are expected to participate in the next bull run. Some of these were identified based on Q4 results, and we expect to find more during the upcoming Q1 results.Finding hidden multibagger stocks is not easy. It requires a deep understanding of the sector and how sectoral trends impact the growth prospects of individual companies.Multibagger stocks are typically those that are less impacted by market corrections .
Today, there was a sharp fall in the small- and mid-cap indices, but our multibagger stocks "Axiscades and Vilas Transcore" remained positive, while "Interarch " saw only a slight correction.
Our multibagger stocks are not social media-driven picks — they are mostly hidden gems from emerging themes with the potential to deliver multibagger returns. You won’t find such hidden multibaggers anywhere else, as identifying them requires extensive research and hard work.👇👇
" BLUEJET HEALTHCARE " will be our new multibagger stock .
Stock Analysis :
1. Strong Financial Performance:
FY25 Revenue: ₹1,030 crore (up 45% YoY).
PAT: ₹305 crore (up 87% YoY).
EBITDA margin improved to 37%, indicating strong operational leverage.
Debt-free balance sheet with ₹284.8 crore in cash and treasury investments.
Dividend declared: ₹1.20/share.
2. Scalable Growth in Key Segments:
Pharma Intermediates & APIs: 388% YoY growth, mainly due to cardiovascular intermediate supplying to a large innovator.
Cardiovascular molecule seeing strong global adoption; addressable market has grown 7x due to label expansion.
Management expects continued momentum, with potential to double output through debottlenecking.
Contrast Media Intermediates (CMI):
Growth expected from two key molecules: gadopiclenol (NCE) and iodinated molecule, with full scale impact in FY27.
Commercialization of new capacity already underway.
High-Intensity Sweeteners: Stable revenue (~₹133 crore) despite global headwinds. New product under development.
3. Capex and Capacity Expansion:
Mahad Unit-3 (continuous process, backward integration): Live in H2 FY26.
Multipurpose Plant (MPP) at Mahad (cGMP compliant with 30 reactors) to go live in H2 FY27.
R&D Center in Hyderabad: Focus on GLP-1 intermediates, peptides, chronic disease molecules.
Land acquired in Dahej for future capacity—planning for long-term growth.
4. CDMO Tailwinds and China+1 Opportunity:
Growing RFP pipeline (20 new opportunities tracked, 30% in Phase 3 or commercial).
Innovators are shifting from China to India—Blue Jet is already a preferred partner.
Management confident of becoming a leading supplier of contrast media intermediates globally
⚠️ Risks and Watchpoints:
High dependence on a few key molecules (e.g., the cardiovascular intermediate and contrast media).
Execution risk on large-scale CAPEX (₹300+ crore for Mahad and MPP).
No forward guidance given by management, although qualitative confidence is high.
Income tax notice of ₹200 crore—company believes its stand is strong; minor procedural impact on cash flow.
🔮 Can It Be a Multibagger?
Excellent FY25 growth.
High operating margins and scalability.
Structural tailwinds (China+1, CDMO, GLP-1/peptides).
Diversified expansion across intermediates, CDMO, and innovation.
Promoter and management confidence backed by visibility and ongoing customer engagements.
However, long-term wealth creation will depend on:
Consistent execution of CAPEX and commercialization of new molecules.
Sustained innovation in the CDMO segment.
