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Kaustubh

@Kaustubh11dec

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CA, ex CFO, Growth Investing, Research for Value, Building Alphawealth⚡

Bharat
Joined April 2014
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@RahulRao_1992
First Principles Investing
14 hours
June Quarter (Q1FY26) has been great for the cement sector. 👉Margins have expanded across the board. 👉Thanks to Price hikes Question as always is: Will the momentum sustain? & which companies stand to gain the most? That and a lot more to be discussed in tomorrow's workshop
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@Kaustubh11dec
Kaustubh
12 hours
#MaxvoltEnergy New ATH with a nice 20% rally in one month. Good volumes #battery #recycling #bess #GrowthMindset #StocksInFocus
@AlphaWealth000
Alphawealth Avenues
19 days
🚀 MaxVoltEnergy – Future Outlook (Annual Report FY25) - Strategic Goal: From battery maker → full clean-energy ecosystem (manufacturing, 2nd-life, recycling) - Near-term (FY26–27): Commission 300+ MWh & recycling, expand OEM/B2B, 20%+ CAGR growth - Expansion: >300 MWh plant +
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@Kaustubh11dec
Kaustubh
2 days
RBI unveils 4 game-changing reforms! 🚀 🌱 Cheaper Green Loans 💸 Supercharged UPI + e-Rupee combo 🧼 Faster Bad Loan Clean-ups 🇮🇳 Stronger Onshore Rupee Market A major boost for the financial sector, fueling a cleaner, faster & more resilient Indian economy. #RBI
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@AlphaWealth000
Alphawealth Avenues
1 day
We have done a lot of data crunching for our upcoming cement sector masterclass Very interesting insights are coming, you understand why JK Cement stock has done well Date : 5 Oct | Time : 11-3 PM Book your Spot - https://t.co/sK3dtVSLti We are going to dissect the entire
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@Kaustubh11dec
Kaustubh
1 day
#MarketOutlook #Space Good discussion with @AI_Feb21 @rastogi_manthan Discussed market views and direction. Promising sectors for next 12 months Play to win...
@AI_Feb21
Prince | Accidental Investor 🇮🇳
1 day
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@Kaustubh11dec
Kaustubh
1 day
#kpgel #MakeInIndia What's KP Green Engineering's (KPGEL) USP? Its role within the larger KP Group. As the engineering and manufacturing arm of a diversified renewable energy conglomerate, KPGEL has built-in synergies and a deep understanding of the sector's needs. It's the
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@Kaustubh11dec
Kaustubh
2 days
#Simplex Pls feel free to DM us any questions. Collective wisdom helps in such meets
@AlphaWealth000
Alphawealth Avenues
2 days
Anyone tracking Simplex Casting? If you have any genuine questions that can be asked to management, please DM us! #SimplexCasting
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@Kaustubh11dec
Kaustubh
4 days
#Power #qualitypower #EnergySector #investing #StocksInFocus We had conducted the Power sector webinar on 26th July. One of the key promising case studies which we covered was Quality Power Electrical Equipments. Some participants had queries regarding valuations based on
@AlphaWealth000
Alphawealth Avenues
3 months
We’re doing the most detailed Power Sector Masterclass ever done for retail investors with @vardhiitbhu 👇 🔌 2 live sessions (4 hrs each) 📅 Dates: July 19 & 26 | 1 PM onwards Early Bid Discount; Limited Slots Registration Link: https://t.co/S441YIGFL1 This Power Sector
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@AlphaWealth000
Alphawealth Avenues
2 days
We will be doing a space today at 9:00 PM. https://t.co/fJ7QgyGFfb
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@Kaustubh11dec
Kaustubh
2 days
RBI unveils 4 game-changing reforms! 🚀 🌱 Cheaper Green Loans 💸 Supercharged UPI + e-Rupee combo 🧼 Faster Bad Loan Clean-ups 🇮🇳 Stronger Onshore Rupee Market A major boost for the financial sector, fueling a cleaner, faster & more resilient Indian economy. #RBI
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@Kaustubh11dec
Kaustubh
2 days
#Auto #ancilliaries #StocksInFocus #Sector #investing Auto ancilliaries value chain snapshot. Will be posting about a couple of interesting companies from this tailwind sector ...
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@Kaustubh11dec
Kaustubh
3 days
#OrianaPower The price movement of this stock has been nothing short of an enigma. From listing ~300 in August 2023, went on to almost 10x by June 2024 --->> in just 10 months Went down from ~2800 levels to ~1100 from June 2024 to March 2025. From low of ~1100 in March
@Kaustubh11dec
Kaustubh
6 days
#Oriana #Renewables #enery #bess #datacenterstrategies #GreenHydrogen Oriana Power - Renewable Energy integrated play 📊 Oriana Power Ltd: AGM Key Takeaways Oriana Power is positioning itself as a holistic clean energy platform, moving beyond its solar roots into high-growth,
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@Kaustubh11dec
Kaustubh
5 days
#defence #AnantShastra #DRDO #BEL #missile A big tender of 30K crores for development and procurement of surface-to-air missiles named 'Anant Shastra' has been issued by Defence Ministry. The tender is issued to Bharat Electronics Ltd (BEL). The likely beneficiaries are : -
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@AlphaWealth000
Alphawealth Avenues
3 days
Companies that are coming in our scanner continuously - Lumax Auto Subros Banco Products India Nippon Electricals Jay Bharat Maruti Banco Products UNO Minda TVS Motor Force Motor By these names, you understand where the momentum is. We follow a structured approach to screen
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@Kaustubh11dec
Kaustubh
3 days
#OrianaPower The price movement of this stock has been nothing short of an enigma. From listing ~300 in August 2023, went on to almost 10x by June 2024 --->> in just 10 months Went down from ~2800 levels to ~1100 from June 2024 to March 2025. From low of ~1100 in March
@Kaustubh11dec
Kaustubh
6 days
#Oriana #Renewables #enery #bess #datacenterstrategies #GreenHydrogen Oriana Power - Renewable Energy integrated play 📊 Oriana Power Ltd: AGM Key Takeaways Oriana Power is positioning itself as a holistic clean energy platform, moving beyond its solar roots into high-growth,
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@KhyatiShah001
Khyati Shah
4 days
#Netweb powering through 3900+ on healthy volumes. Strength continues 🔥📈 #makeinindia #investing #StockMarket
@KhyatiShah001
Khyati Shah
27 days
India's AI mission is a major catalyst for Netweb Technologies! Market Cap 17,600 Cr, Almost Debt free Securing the massive ₹1,734 Cr order to build national AI infra is a game-changer. A key stock to watch as government approval fuels growth. #Netweb #IndiaAI #StockMarket
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@Kaustubh11dec
Kaustubh
4 days
#GOLD Gold enters its 3rd major bull cycle! Breakouts in the 1970s and early 2000s triggered massive rallies. The 2025 breakout mirrors those moves, with a parabolic path now unfolding. Check out the biggest calender year gains of gold 1972: +49% 1973: +72% 1974: +66% 1978:
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@Kaustubh11dec
Kaustubh
4 days
Our Masterclass on Cement sector is scheduled @ 11 am on 5th October. Today is the last day for availing early bird offer. Subscription link below https://t.co/2vHoFRWuq9
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@Kaustubh11dec
Kaustubh
4 days
#Power #qualitypower #EnergySector #investing #StocksInFocus We had conducted the Power sector webinar on 26th July. One of the key promising case studies which we covered was Quality Power Electrical Equipments. Some participants had queries regarding valuations based on
@AlphaWealth000
Alphawealth Avenues
3 months
We’re doing the most detailed Power Sector Masterclass ever done for retail investors with @vardhiitbhu 👇 🔌 2 live sessions (4 hrs each) 📅 Dates: July 19 & 26 | 1 PM onwards Early Bid Discount; Limited Slots Registration Link: https://t.co/S441YIGFL1 This Power Sector
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