Personal Watchlist :)
✅NGL Fine
✅PG Electroplast
✅Interarch
✅Transrail
✅AWFIS
✅Silver Touch
✅ADF Foods
✅Rashi Peripheral
✅Timex Group
Don’t Miss Full List 🧵⤵️
Personal Watchlist :)
✅U.Y Fincorp
✅Manaksia Steels
✅Ganesh Infra
✅Transrail
✅Rashi Peripheral
✅Bharat Seats
✅DEE Development
✅Pelatro
✅Orient Ceratech
Q3 & 9M FY26 | Key Insights & Takeaways
1 | The Big Question Everyone Asked
Q: Is this Q3 surge real… or just a one-off?
Management’s answer (clear & repeated across platforms):
➡️ This https://t.co/BgGbgJhdY9
The company saw massive double-digit growth in both sales and profits compared to https://t.co/hqLQwj7sUK
▪️ Environmental Clearance RECEIVED
▪️ Ari Dongri Iron Ore Mine expansion approved
What changed ?
▪️ Mining capacity approved from 2.35 MTPA ➝ 6.0 MTPA
▪️ https://t.co/7D1B40NgZE
Personal Watchlist :)
✅Bondada
✅Omax Autos
✅Raymond Realty
✅Sudarshan Pharma
✅Samhi Hotels
✅Punjab Chemical
✅SKM Egg
✅Satin Creditcare
Dont Miss Full List 🧵⤵️
- Here’s a clean breakdown of what is already visible vs what management says is still pending
1️⃣ Growth & Profitability – ✅ Working
▪️ Revenue +64% YoY
▪️ PAT +85% YoY
▪️ EBITDA margin 30.9% (+360 https://t.co/FsGZaFR9pp
Personal Watchlist :)
✅Borana Weaves
✅Alufloride
✅String Metaverse
✅Jyoti Structures
✅Gandhar Oil
✅DP Abhushan
✅CPCL
✅Bansal Roofing
Don’t Miss Full List 🧵⤵️
Personal Watchlist :)
✅Madhusudan Masala
✅Trident Lifeline
✅Auto Corp. Of Goa
✅TBZ
✅Vikram Solar
✅Rajoo Engineers
✅Waaree Energies
Dont Miss Full List 🧵⤵️
▪️ Key Update: Phase-1 of manufacturing block inaugurated
▪️ Focus Area: Electrolyte additives & advanced battery chemicals
▪️ Location: Unit-III, Jhagadia (Gujarat)
Why Tracking This ?
▪️ Electrolyte additives sit in the https://t.co/HbLQdhaMqT
Personal Watchlist :)
✅Waaree Renewable
✅ARSSBL
✅Nuvoco
✅Swaraj Engines
✅SML Mahindra
✅Ador Welding
✅Onward Tech
Don’t Miss Full Thread 🧵⤵️
🔶️ Aerospace
• HAL – Aircraft, helicopters, engines
TAM: ~INR 4T+ | FY25 Sales: 310 bn
• BDL – Missile systems
TAM: INR 500–700 bn | FY25 Sales: 33 bn
🔶️ Defence Electronics
• BEL – Radars, EW, comms, naval sensors
TAM: ~INR https://t.co/VtIZ6q6DJt
✦ Top Buys (Largecaps)
▪️ Adani Green Energy
▪️ Lodha Developers
▪️ InterGlobe Aviation
▪️ Tata Capital
▪️ Shriram Finance
✦ Top Buys (Midcaps)
▪️ Bank of Maharashtra
▪️ Bajaj Housing Finance
▪️ https://t.co/mtgc7Dr0t3
Here’s the full list, bucketed by market cap 👇
Large Caps
▪️ IRFC ➝ +1,514% stake increase
▪️ Hindustan Zinc ➝ +162%
▪️ Adani Green Energy ➝ +74%
Mid Caps
▪️ Bajaj Housing Finance ➝ +487%
▪️ Bank of https://t.co/I3xLB5rE8C
- From Energy Transition to Energy Addition, Reality Check Beyond Narratives
1⃣ Big Picture – What Changes in 2026 ?
▪️ Power demand recovery, but no boom
▪️ Renewables lose momentum due to grid + policy constraints
▪️ Nuclear, BESS https://t.co/nYunwwSKkg
▪️ Eicher Motors leads the group with a valuation exceeding ₹2 Lakh Cr, followed by Tata Motors.
▪️ Force Motors has the highest individual stock price, though it has a smaller overall market cap compared to the "Big Three" (Eicher, Tata, Ashok https://t.co/11WfVeF5K5
🔶️ Key Highlights
• Strong tailwinds in lead, copper, and plastic recycling
• Multi-year volume growth + margin expansion cycle underway
🔶️ Growth Outlook https://t.co/UpTvLwYTaK
SBI Mutual Fund
ICICI Prudential Mutual Fund
HDFC Mutual Fund
Nippon India Mutual Fund
Kotak Mutual Fund
Aditya Birla Capital Mutual Fund
UTI Mutual Fund
Axis Mutual Fund
Tata Mutual Fund
DSP Mutual Fund
🚫 No Recommendation https://t.co/ep2ObZwC0K
- Clarity from the Inside, Why Chinese competition isn't a major threat
- Former BHEL CMD K. Ravi Kumar puts China entry fears to rest
1️⃣ China Entry – More Noise Than Risk
▪️ India currently has ~252 GW non-coal + https://t.co/1bTOyENVsA
Equity Research | Stock Market Insights | 10+ Yrs in SM | Not SEBI Registered | Edu & Learning Only | No Trade Recos | Views Personal | Investor & Swing trader
23yr old Equity Investor || Microcap/Smallcap Fundamental Analyst || No Bak-Bak || Not SEBI Registered || Don’t Forget To Check Highlights ||
India First | Investing | FIRE | All Views are Personal | No Buy/Sell Recommendation | DYODD | DM for Collaboration
Equity Research - Analyzing high growth stocks & sectors | Long term Investor | Lifelong Learner | studied at MDI Gurgaon & NIT Raipur
Tech professional in BFSI | Investor & learner | Mutual funds, stocks, global business models | Insights on wealth creation, financial planning and markets |
Economic News & Commentary & Memes/ B.A. in Economics, Trader/Investor, Ball-knower, UConn Alum, S&P500 outperformer
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