BrightStake
@BrightStake
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Learn to Invest like a Pro π‘ | Stock Analysis π | IPO analysis πΉ | Fundamental Analysis π | Technical Analysis π | Business news, Stock Market updates ποΈ
Joined July 2021
Disclaimer: "@BrightStake" is only an Educational Platform and is not registered under any SEBI Regulations. All Information on this page is for Educational and Entertainment purposes only. Our content does not constitute any Trading or Investment advice.
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π SUBSIDIARY ON FIRE! π #CDGPetchemβs newly acquired subsidiary, Jujhar Logistic & Travels, posts STRONG 9M FY26 results: π Revenue: βΉ159.88 Cr (Already surpassed full FY25 rev of βΉ124.87 Cr!) π EBITDA: βΉ33.14 Cr (vs βΉ32.90 Cr full FY25) PAT at βΉ20.39 Cr in just 9M! π₯
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π JLR Q3 SALES CRASH AFTER CYBER ATTACK! π π¨ Wholesale sales plunge 43.3% YoY to 59,200 units. π¨ Retail sales fall 25.1% YoY to 79,600 units. Major production halt post-cyber incident + legacy Jaguar wind-down + US tariffs hit volumes hard. #TataMotors #JLR #Stocks
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π ACQUISITION COMPLETED! π #HeritageFoods has now officially acquired 51% equity in "Peanutbutter and Jelly Private Limited" for βΉ9 Crores! π₯β‘οΈπ β
Deal completed on Jan 05, 2026. β
PB&J is now a subsidiary of Heritage Foods. Strategic expansion into new F&B segment! π
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ποΈ MAJOR NHAI CONTRACT WIN! π£οΈ Highway Infrastructure Ltd bags a βΉ32 CRORE+ order from NHAI for operating & collecting user fees at Jawar Fee Plaza, Uttar Pradesh! π β€ Client: National Highways Authority of India (NHAI) Strong order inflow continues for #HILINFRA!
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π¨ BIG ORDER ALERT! π¨ Aptech Ltd bags a βΉ4.22 CRORE training contract from a State Govt body! πΌπ Execution in FY25. Global ed-tech major expands its govt footprint. #StocksToWatch #Aptech
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π BIG BREAKING: Trishakti Industries bags MAJOR order from Reliance Industries! πΌ β
Fresh capex of βΉ52 Cr for advanced machinery β
Contract value over βΉ14 Cr β
1-year deployment with skilled manpower This signals strong trust from top-tier corporates
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π BIG BREAKING: Markolines Pavement Tech bags 5 NEW ORDERS worth βΉ12.32 CRORE in total! π Order book now crosses βΉ365 CRORE! β
Clients include Thrissur Expressway, NI Road Infra, JN Port & more. β
All micro-surfacing projects across highways & ports.
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π― MAJOR ORDER ALERT! π #SmallCap #CryogenicOGS just bagged a βΉ1.47 CRORE purchase order from EMERSON INDIA! π° β
Supply of Gas Metering Skid β
To be executed by June 2026 β
Domestic order Another microcap showing execution strength! π #StocksToWatch #Investing
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π Cupid Breweries to acquire Rinpoche Spirits (100%) & Crochet Industries via share swap worth ~βΉ354 Cr. Expands footprint in Goa, WB, Orissa. Plans to raise βΉ900 Cr via ECB. Seeks NSE listing.
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πβ‘ HUGE WIN: Bondada Engineering Ltd. wins MEGA order from AP TRANSCO worth βΉ627 CRORE! π° 225 MW / 450 MWh Battery Energy Storage System (BESS) β 18-month execution. Annuitizes revenue, boosts portfolio to ~1 GWh. π Flagship project for India's green energy transition
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π POWER MOVE: Diamond Power Infrastructure bags MASSIVE order from L&T Construction worth βΉ72.5 CRORE! π° Supply of Power Cables for critical infrastructure projects. Execution by Sep 30, 2026. Pure domestic growth play.π #DIACABS #PowerCables #LarsenToubro
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π₯ BIG MOVE: Park Medi World Ltd. acquires 250-bed Krishna Super-speciality Hospital in Bathinda for βΉ40 CRORE! π° Expands North India footprint & adds critical ICU, cardiac, neuro, and oncology services. π Turnover jumped from βΉ0 to βΉ16 CR in just 2 years! #PARKHOSPS
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π° DRC Systems India to invest UP TO $1 MILLION in its Dubai subsidiary! π Boosting Middle East expansion in IT, AI, Cloud, and Digital Services. π Turnover of the subsidiary grew from AED 26L to AED 1.23 CR in just 3 years! π #DRCSYSTEMS
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15/15 LIKE/REPOST this thread if you found it useful! Follow us @BrightStake for more deep dives. Retweet the first tweet to share the analysis! π Disclaimer: This is NOT a recommendation. Do your own research. #Investing #StockMarket
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14/15 BOTTOM LINE: $VSTL is a high-risk, high-potential turnaround & growth bet. Not for the faint-hearted. Watch for: 1. Odisha plant order book 2. Margin improvement next quarter 3. Export contract announcements #StockToWatch #SmallCap
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13/15 WHY THIS COULD GO VIRAL: β
Narrative: "From Pipes to Powering India's Infrastructure" β
Catalyst: New plant, new high-margin products. β
Macro Tailwinds: Govt spending on roads, railways, power (Gati Shakti). Perfect small-cap growth story setup. π
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12/15 RISKS & RED FLAGS: β οΈ Margin Pressure: Despite revenue jump, EBITDA% fell. β οΈ Utilization Drop: New plant must ramp up FAST. β οΈ Execution Risk: Pivot to new products isn't easy. β οΈ Promoter Holding: 73.66% - High, good for alignment, but lower float. #RiskManagement
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11/15 THE VISION: FY28 TARGET. They project ~50% upside in overall revenue by FY28 + better margins. Aggressive? Yes. Backed by: 1. Odisha plant ramp-up 2. Value-added product shift 3. Export push Execution is EVERYTHING. π―
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10/15 CAPACITY UTILIZATION: Hereβs a CRITICAL METRIC. Despite adding huge capacity (now 377,000 MTPA), utilization has dipped. FY25: ~66% H1FY26: ~41% The #1 challenge: Fill the new Odisha plant. Success hinges on this. π
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9/15 FINANCIAL HEALTH CHECK (FY25): π’ Debt/Equity: 0.79 (Comfortable) π’ Current Ratio: 1.37 (Adequate) π’ Working Capital Days: 46 (Improved efficiency) π’ Operating Cash Flow: βΉ5.87 Cr Balance sheet is clean to fund growth. π #FinancialHealth
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