Prince Choudhary | TiltQuest
@TiltQuest
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Equity Research Analyst @PincWealth | Focusing on Technical and Fundamentals | NISM Certified Research Analyst |
Mumbai
Joined July 2021
Patience often outperforms constant activity in investing. In this video, we share why our smallcases aren’t rebalanced too frequently and how staying disciplined can help investors benefit from the bigger picture. @nid_rockz @TiltQuest
#PINCWealth #PINCFamily
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Food Delivery giants, Q-commerce and logistics services providers can face margin pressure due to a shift in GST Liability. As the GST Council has clarified, the local delivery services will now be taxed at 18% GST to e-commerce operators from unregistered gig-workers.
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In Aug, the Indian Pharmaceutical Market grew by 8.7% to 20,984 Cr with a modest volume growth of 1.2%. Growth led by? Cardiac segments which grew by 13.2%, Anti-diabetics by 9.4% and Anti-Neoplastics by 19.7%
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📲 India’s Semiconductor Bets – Hidden Compounders Semicon isn’t just fabs. Its design, OSAT, specialty chemicals, packaging & infra. Here’s how India’s emerging midcaps are positioning 👇 🔖 Bookmark & Repost 🧵 🔹 Capex Heavyweights – Fab & OSAT ▪️ CG Power – ₹7,600 Cr
Chemicals Powering EMS & Semiconductor Industries | Top Indian Makers - Everyone talks about Dixon, Syrma, Kaynes, and the EMS explosion. - But few notice the chemicals these factories rely on solvents, etchants, fluoropolymers, photoresists. - And just a handful of Indian
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ASHAPURA MINECHEM's first-ever Concall-- Highlights from Q1FY26 CONCALL #ASHAPURAMINE
#ASHAPURAMINECHEM
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One should definitely read. Great insights...
Below is a Thread from a interview by Chandrakant Sampath (The guru of Rakesh Jhunjhunwala (RJ) and Radhakishan Damani (RK Damani).) with Chetan Parikh More thread to be followed :- A must read thread
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JSW ENERGY has increased its generation capacity guidance from 20 GW to 30 GW by FY 2030.
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Markets are often swayed by short-term noise, but India’s long-term growth story remains resilient. Our Head of Research, @nid_rockz , shares why such phases create selective opportunities for disciplined investors. #ThinkPINC #PINCFamily #PINCWealth
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M&B ENGINEERING Q1FY26 CONCALL HIGHLIGHTS #MBEL
M&B Engineering #MBEL
#MBEngineering Q1FY26 Concall Poiners: FY26 Guidance: Conservatively atleast 25% growth over FY25 with better margins (30% should be doable IMHO looking at execution track record and completion timelines) Further scope for margin expansion by few bps
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India’s Defence Tech Landscape 🛡️🚀 From tanks to drones to satellites, the ecosystem is getting deeper. 🔖 Bookmark & Repost 🧵 🔹 Land Systems 1. Ashok Leyland 2. Bharat Forge 3. Larsen & Toubro 4. Tata Motors 5. Mahindra 🔹 Air Systems 1. HAL 2. Adani Defence 3. Paras
Nuvama Initiates Coverage: India’s Defence Boom - A ₹3 Lakh Cr production goal. $130 Billion in play. ₹50,000 Cr exports target Private Sector: The Growth Missile 🔹EPS CAGR: 25 - 40% (Private) vs 15 - 18% (DPSUs) 🔹Export Share: 60 - 65% from private players 🔹Big names:
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Vishnu Chemicals Management Meet Notes Questions related to Tariff Uncertainty have been answered by the management. 👇🏻
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Vishnu Chemicals WOS Vishnu Strontium https://t.co/V4XeGg5HuT has commenced commercial production of Strontium Carbonate. 55 Cr of capex for this project. #VishnuChemicals
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Technicals help to take early entry... Good work @divyans86979806
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This Independence Day, set your portfolio free! Celebrate freedom with a flat 15% OFF on all PINC Smallcases. Your wealth deserves independence too — let’s make it happen! #DONT_MISS_OUT
#HappyIndependenceDay
This Independence Day, give your investments the freedom to grow! 🇮🇳 Markets are offering interesting entry points — ready to explore? 📅 13–31 Aug | 15% OFF on PINC Smallcases 💻 Code: PINC15 → https://t.co/GdYN1QzDAB
@nid_rockz | @TiltQuest
#ThinkPINC #PINCWealth
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Awfis kicks off FY26 on a high! 🏢✨ Revenue up 30% YoY. Margins stronger. Profits tripled. Full story inside — including what’s driving this workspace leader’s momentum. Tracking results across the industry. Stay tuned. @nid_rockz | @TiltQuest
#ThinkPINC #PINCFamily
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📊 Solid Q1FY26 Prints – 13 Stocks Worth Keeping on Radar The past week has thrown up a mix of structural compounders, sector leaders, and niche growth stories delivering strong Q1 numbers. Here’s a closer look 👇 1️⃣ Infrastructure & Capex Cycle Plays 🏗️ ▪️ Transrail Lighting
Transrail Q4FY25 Concall Summary | Key Highlights - Balance Sheet, Capex, Market Share & HVDC Entry 1️⃣ Financial Strength 🔹Net D/E: 0.34x (vs 0.56x FY24) 🔹RoCE: 24.7% 🔹Working capital: 74 days (ex-IPO), 90 incl. IPO 🔹FY26 interest cost est.: 3.5%-3.6% of revenue 🔹LC
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