Katalyst Wealth

This is quite an interesting slide from 20 microns - 3-10 years of trial and approvals - high switching cost - recurring order - FMCG co. moving to commercial supply after ~10 yrs of trials Disclosure: Not a reco to buy/sell. Have personal investment in stock Research desk - katalystwealth.com/alpha-3/ SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

South West Pinnacle has drilled for Reliance, Hindustan Zinc and ONGC for 19 years Now it owns a coal mine of its own: 84 million tonnes in Jharkhand Phase 1 cost: ~₹200 cr. Production: FY29. Government share: 24.25% of revenue For context, FY26 revenue was ₹243 cr Can it fund the jump? 👇 Details: katalystwealth.com/2026/10/2… SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

We have released detailed update on the following 2 stocks: - Oriental Rail - DCB Bank Can check update (requires access) @ katalystwealth.com/2026/10/2… SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

This is the Price to book value chart of a particular company As mentioned earlier, there are several such stocks which peaked around 2021-22; have gone through brutal 4-5 years of 60-70% correction and available at reasonable valuations If you see signs of growth, do read in detail about such cos Research desk -> katalystwealth.com/alpha-3/ SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

Several multibaggers first signalled promoter conviction via preferential issues Tracking them early and regularly matters Preferential allotments announced on 23rd Oct'26👇 Research desk -> katalystwealth.com/insider-b… SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

Weekly wrap 🧵...1 interesting small cap stock idea 1) DC Infotech Company wants to go from box-mover to AI infrastructure FY26: Revenue: +33% to ₹737 cr PAT: +46% Management: “on track” for ₹1,000 cr But growth tied up ~₹74 cr in working capital The plan, and the catch 👇 Details: katalystwealth.com/2026/10/2… SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

A lot of stocks peaked out in 2021-22 instead of 2024 and have gone through massive de-rating Some are trading around 2019 valuations in terms of earnings, price to book This basket of stocks, especially those that have created growth capacities might do well over the next 3-4 yrs

Several multibaggers first signalled promoter conviction via preferential issues Tracking them early and regularly matters Preferential allotments announced on 22nd Oct'26👇 Research desk -> katalystwealth.com/insider-b… SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

Stock Note: DC Infotech Company wants to go from box-mover to AI infrastructure FY26: Revenue: +33% to ₹737 cr PAT: +46% Management: “on track” for ₹1,000 cr But growth tied up ~₹74 cr in working capital The plan, and the catch 👇 Details: katalystwealth.com/2026/10/2… SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

Oriental Rail - Decent growth in sales and profits in Q2 Disclosure - No holding in the stock. Recommended to Insider Bets members Research desk -> katalystwealth.com/insider-b… SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

Weekly wrap 🧵...1 interesting small cap stock idea 1) Prevest Denpro Competes with Dentsply and Ivoclar Mgmt’s claim: Indian costs + high import duties mean MNCs “can never beat us on price.” It also makes products for 3–4 large cos. under their brands, and expects to add a couple more How a ₹72 cr company takes on global giants 👇 Details @ katalystwealth.com/2026/10/1… SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

Several multibaggers first signalled promoter conviction via preferential issues Tracking them early and regularly matters Preferential allotments announced on 15th Oct'26👇 Research desk -> katalystwealth.com/insider-b… SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

Several multibaggers first signalled promoter conviction via preferential issues Tracking them early and regularly matters Preferential allotments announced on 14th Oct'26👇 Research desk -> katalystwealth.com/insider-b… SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

Several multibaggers first signalled promoter conviction via preferential issues Tracking them early and regularly matters Preferential allotments announced on 13th Oct'26👇 Research desk -> katalystwealth.com/insider-b… SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

Stock note: Prevest Denpro Competes with Dentsply and Ivoclar Mgmt’s claim: Indian costs + high import duties mean MNCs “can never beat us on price.” It also makes products for 3–4 large cos. under their brands, and expects to add a couple more How a ₹72 cr company takes on global giants 👇 Details @ katalystwealth.com/2026/10/1… SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

Digital Dentistry looks like an interesting upcoming segment Seems somewhat similar to Control Print business model wherein the company sells 3D digital printers (coders/printers in case of control print) and makes money on Resins (ink in case of control print) Disclosure: No recommendation or holding in the stock Research desk - katalystwealth.com/alpha-3/ SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

Weekly wrap 🧵...2 interesting small cap stock ideas 1) Share India Securities FY24 to FY26: Revenue: flat Profit: down 24% Then Q1 FY27 alone delivered ₹124 cr PAT. That's 38% of all of FY26 Management's guidance: "around 20% growth" this year So can Q1 repeat? Our concall notes 👇 katalystwealth.com/2026/10/0… 2) Aarti Drugs FY22 → FY26: Revenue: ₹2,489 cr → ₹2,565 cr RoCE: 20.5% → 11.5% Now the ₹600 cr capex cycle is done Q1 looked strong, but prices did most of the work: +16–17%, while volumes grew only 3.5% Can the new capacity take over from price? 👇 katalystwealth.com/2026/10/0… SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

Wasn't aware India imports ~95% of spectacle lenses from China Remaining from Japan and few other countries This business has a certain repeat cycle and can be a good opportunity to produce locally Disclosure: No recommendation or holding in the stock Research desk - katalystwealth.com/alpha-3/ SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

Several multibaggers first signalled promoter conviction via preferential issues Tracking them early and regularly matters Preferential allotments announced on 8th Oct'26👇 Research desk -> katalystwealth.com/insider-b… SEBI RA - Ekansh Mittal Proprietor Mittal Consulting, INH100001690

Grok fact checks Elon's claim on preferential treatment