𝗧𝗛𝗘 𝗖𝗔𝗣𝗘𝗫 𝗧𝗛𝗘𝗠𝗘 — 𝟬𝟱 🏭 𝗥𝗮𝗷𝗼𝗼 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝘀 CMP: ₹53.8 Market Cap: ₹960 Cr A Rajkot-based company has been building plastic extrusion machines for nearly 40 years. Last year, it spent more on its own manufacturing plant than in the previous five years combined. And then it acquired a 70-year-old rival. 🏭 𝗧𝗛𝗘 ₹𝟲𝟭 𝗖𝗥 𝗖𝗔𝗣𝗘𝗫 🔹 ₹61 Cr spent on plant & machinery in FY26 🔹 More than the previous five years combined 🔹 Added an Okuma Multus multi-tasking machine from Japan 🔹 Installed at its Shree Yantralaya machine shop 🔹 ₹13 Cr still sitting in unfinished plants 🔹 Funded largely without debt — debt-to-equity of just 0.07 🔹 Backed by a ₹160 Cr institutional share sale at ₹109/share Rajoo builds blown-film and sheet-extrusion lines and exports to more than 70 countries. The new CAPEX is focused on precision machining. The goal: 𝗠𝗼𝗿𝗲 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 𝗶𝗻-𝗵𝗼𝘂𝘀𝗲 → 𝗟𝗲𝘀𝘀 𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲 𝗼𝗻 𝗼𝘂𝘁𝘀𝗶𝗱𝗲 𝘀𝘂𝗽𝗽𝗹𝗶𝗲𝗿𝘀 And the business is already showing strong growth. Q1 FY27 revenue: 𝗥𝘀. 𝟭𝟮𝟯 𝗖𝗿 Growth: 𝗰. 𝟰𝟱% 📈 𝗧𝗛𝗘 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 𝗜𝗦 𝗘𝗫𝗣𝗔𝗡𝗗𝗜𝗡𝗚 The transformation isn't limited to bigger machines. The company has expanded into: 🔹 Printing, coating & laminating through a 60% stake in 70-year-old Kohli 🔹 Pipe & profile extrusion through its JV with Italy's Bausano 🔹 PROEX blown-film platform, unveiled at K-2025 🔹 Southeast Asia through a new Rieckermann partnership across four countries Kohli alone added: 𝗥𝘀. 𝟭𝟬𝟵 𝗖𝗿 of revenue in FY26. This moves Rajoo beyond extrusion machinery into a broader flexible-packaging equipment ecosystem. 💰 𝗖𝗔𝗣𝗘𝗫 𝗛𝗔𝗦 𝗦𝗨𝗥𝗚𝗘𝗗 May 2025: 🔹 Listed on NSE, alongside its long-standing BSE listing Jul 2025: 🔹 Raised ₹160 Cr from institutions at ₹109/share Sep 2025: 🔹 Acquired 60% of Kohli Printing & Converting Machines FY26: 🔹 ₹61 Cr spent on plant & machinery That's roughly 9× its normal annual maintenance spending. And most of the capital raised is still available for deployment. Investments on the books increased: ₹6 Cr → ₹177 Cr Management says the funds are being used for both the Kohli acquisition and the ongoing CAPEX programme. 🎯 𝗪𝗛𝗔𝗧'𝗦 𝗡𝗘𝗫𝗧? FY27 priorities: 🔹 Integrate Kohli across the flexible-packaging value chain 🔹 Shift product mix toward higher-margin, value-added machines 🔹 Continue investing in R&D 🔹 Strengthen the export pipeline as global markets normalise 🔹 Build the new Southeast Asian presence FY26 revenue: 𝗥𝘀. 𝟯𝟰𝟰 𝗖𝗿 Growth: 𝗰. 𝟯𝟲% The company also recorded its highest-ever annual revenue. Management remains "cautiously optimistic", while highlighting raw-material costs, freight and geopolitics as near-term challenges. 📊 𝗧𝗛𝗘 𝗡𝗨𝗠𝗕𝗘𝗥𝗦 🏷️ 43% below its 52-week high of ₹95.2 Yet the business has delivered: 𝗦𝗮𝗹𝗲𝘀 𝗖𝗔𝗚𝗥: 29% 𝗣𝗿𝗼𝗳𝗶𝘁 𝗖𝗔𝗚𝗥: 65% 𝗥𝗢𝗘: 21% over 3 years, while expanding from extrusion machinery into printing and converting. The latest numbers are softer. Profit is up just ~2% over the past 12 months after a weak March quarter. That puts the focus on two things: 𝗞𝗼𝗵𝗹𝗶 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 + 𝗡𝗲𝘄 𝗖𝗔𝗣𝗘𝗫 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗿𝗲𝘁𝘂𝗿𝗻𝘀 🔄 𝗧𝗛𝗘 𝗖𝗔𝗣𝗘𝗫 𝗦𝗧𝗢𝗥𝗬 The interesting part is the sequence: 𝗖𝗔𝗣𝗘𝗫 ↓ 𝗜𝗻-𝗵𝗼𝘂𝘀𝗲 𝗠𝗮𝗰𝗵𝗶𝗻𝗶𝗻𝗴 ↓ 𝗪𝗶𝗱𝗲𝗿 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗥𝗮𝗻𝗴𝗲 ↓ 𝗞𝗼𝗵𝗹𝗶 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 ↓ 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗠𝗮𝗿𝗴𝗶𝗻 𝗜𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁 The capital has been raised. The plant spending has started. And a major acquisition has been completed. Now the focus shifts from: 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 → 𝗣𝘂𝘁𝘁𝗶𝗻𝗴 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝘁𝗼 𝗪𝗼𝗿𝗸 𝗖𝗔𝗣𝗘𝗫 𝗰𝘆𝗰𝗹𝗲 → 𝗖𝗮𝗽𝗮𝗰𝗶𝘁𝘆 𝘂𝘁𝗶𝗹𝗶𝘀𝗮𝘁𝗶𝗼𝗻 → 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗲𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻 That's the part I'm tracking. Educational purposes only. Not a buy/sell recommendation. ❤️ Like | 🔁 Repost | 🔖 Bookmark | 🔔 Follow 𝗖𝗔𝗣𝗘𝗫 𝗧𝗛𝗘𝗠𝗘 — 𝟬𝟱 More companies from the CAPEX cycle coming next.

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Very interesting candidates in Today's Volume Gainers.

6 stocks crossed 20x their 1-year average volume today. The highest was 102x. One saw ₹2,756 crore change hands in a single day. Here is what moved 👇 ✍️Transport Corporation of India Ltd #TCI 🔹Volume vs 1Yr Avg: 🔼102.2x ✍️TGV Sraac Ltd #TGVSL 🔹Volume vs 1Yr Avg: 🔼57.3x ✍️Whirlpool of India Ltd #WHIRLPOOL 🔹Volume vs 1Yr Avg: 🔼36.3x ✍️Ugar Sugar Works Ltd #UGARSUGAR 🔹Volume vs 1Yr Avg: 🔼34.5x ✍️Shoppers Stop Ltd #SHOPERSTOP 🔹Volume vs 1Yr Avg: 🔼21.9x ✍️Som Distilleries & Breweries Ltd #SDBL 🔹Volume vs 1Yr Avg: 🔼20.7x ♻️ Repost if this saved you screening time 🔔 Follow for tomorrow's 1Yr-volume scan Disclaimer : No Buy and Sell recommendations. SEBI Registration INH000017480 #StockMarket

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Whirlpool India Can it repeat the story of Bliss GVS Pharma, TBZ and SML?