Incorporated in 2012, Accretion Pharmaceuticals Limited (Mcap 89 Cr) is a pharmaceutical company that manufactures and sells tablets, capsules, and other healthcare products. There are three main income sources for the company:Contract Manufacturing, Domestic Sales – Not their own brand, but manufacture for their customers, Direct export sales
Yasho Industries Ltd, Mcap 2000 Cr, established in 1985. The company, initially named Vasu Preservatives Private Limited, started production of specialty chemicals in 1993,and changed its name to Yasho Industries Private Limited in 1996. The company is in the business of manufacturing speciality and fine chemicals across different verticals.
Unihealth Hospitals Ltd, established in 2010, is a healthcare delivery company with a presence across India and Africa. Headquartered in Mumbai, the Company operates under the brand UMC Hospitals and provides tertiary and secondary care services through hospitals, medical centres, and specialised facilities.
They adopted an Asset-light growth strategy under the Design–Build–Operate and leased-hospital model that allows for scalable capacity addition with lower upfront capital investment.
Established in 1982, Diffusion Engineers Limited (DEL), Mcap 1400 Cr, is a company that provides specialised engineering solutions primarily for heavy industries (cement, steel or mining).
Their core business revolves around “superconditioning”, which involves enhancing the durability and extending the lifespan of industrial equipment. This helps their customers keep their large machines and industrial plants running more efficiently and for longer periods, which is crucial for their profitability.
Hi, from our experience, in Microcap Investing, it is very normal for the stocks to go down by 50-60%. Having said that, in hindsight, we realised that some companies that we published were not at the right valuations, and to add the icing on the cake, we published them too at the peak of the bull run.
Currently, there are 10 stocks that are down by at least 30% since we published our study. Rather than publish a new idea this month, we wanted to share our thoughts and revisit some of the companies that we find interesting and can be a good bet at the current valuations:
What are cleanrooms?
A cleanroom is an engineered environment designed space where the air is kept super clean by using filters, smooth surfaces, and strict entry rules. They’re used in places where even tiny particles like dust or germs can mess things up, such as in semiconductor manufacturing, pharma labs, biotech research, or even nuclear and aerospace facilities.
Why are cleanrooms required?
Some Industries need to maintain a certain level of cleanliness to operate, and thus they need to rely on cleanrooms. Some examples:
Pharmaceuticals
Healthcare
Biotechnology
Semiconductor
Precision Manufacturing
Aerospace and Defence
This engineering nanocap company specialises in high-precision components for the valve and pump industry. With a global footprint spanning 10 countries and a focus on over 20 key customers, including DRDO, it aims to drive growth through innovation, sustainability, and strategic partnerships. Their products are used in some key critical industries such as Defence and Wastewater. This is probably the 2nd smallest company we are covering after METSL in March 2024.
An auto component manufacturer with over five decades of experience, specializing in control cables. The company has a long-term relationship with top domestic and global OEMs, focusing on exports and high-margin products. Recent expansions into new segments and international acquisitions have strengthened its market position, driving steady revenue growth and improved profitability. The company is on the path of transforming itself from a family-run business to a more professionally run business.
A leading player in the frozen and ready-to-eat food industry, the company specializes in supplying high-quality meat and vegetarian products to major QSRs and foodservice brands. With strong industry experience, strategic partnerships, and expanding production capacity, it is well-positioned for growth in both domestic and export markets, focusing on innovation, efficiency, and premium product offerings.
With nearly three decades of expertise, the company delivers integrated EPC solutions across industries, combining engineering excellence with innovative supply chain management. From building industrial facilities to executing cutting-edge solar projects, it has earned a reputation for efficiency and customer satisfaction, backed by a strong order book and expanding geographic presence.