Great partnership which is mutually beneficial to both the companies as RACL will start gearing up for BMW production... Onwards and upwards... Many more to come... Disc - No reco to buy or sell and pls do your due diligence before taking any action. Biased.

Read brokerage report for your analysis purpose... Reduce their projected earnings by factoring lower growth and margin and come to your projected PAT.. Lower the forward PE ratio and think what valuation this business gets per ur knowledge Then decide.... Avoid euphoria...

When product wins then you know the business is in right hands. A company able to demonstrate to its customer that their product is better than competition and get it replaced in 3 months. AI buzz word is at so many places but how many actually able to execute… Disc - No reco

#Pacedigitek WC loan taken from market at 50% p.a. interest rate. Understand this looks like share of profit to JV partner still mgmt should have clarified this Who is the JV partner? What expertise it brought on table? Couldn't this been worked out in better way? D - No reco

#Hospitals Once thr were talks going on to cap the prices for specific procedure/surgery now CGHS has revised the rates upwords 🤔 Anyways sector has long runway & TAM for next 5-7 years as we aspire for better quality health infra which ppl are ready to pay. Disc - invested

#GarwareHiTech #PPF #SCF Strong MOAT is being tested during tariff but Co looks prepared to fight it out with its superior product quality and pricing as well as vendor eco system. Disc - no reco

#Gravita has come down to a good level and all the frenzy valuation has been adjusted in this fall. Disc - invested and hence could be biased. Pls do ur due diligence or consult financial advisor before taking any view.

As Indians we are taught to work hard but we need to adapt more working hours doesn't add to GDP or Saturday working doesn't add to company's profit. The more work life balance you give to ur employees to relax the better work efficient they would be and deliver. Personal view

#Zaggle What they are building is none to second...there is no other player who can provide complete stack. Market is waiting for an overseas acquisition bcz of which stock price is lingering around 340-380 Promoters infused 60 Cr through warrants at Rs 567/share D - no reco

#Stylebazzar Value Retails is doing superb as a theme Q2FY26 Business Update 🔥 REV🔼71% – 532 Cr SSSG : 22% (Normalized 19%) Net Stores added: 18 SPSF - 865 H1FY26 REV🔼55% – 910 Cr SSSG – 10% SPSF - 768 Net Stores added - 36 Area ⬆️ 36% Total stores 250 Disc - No reco

#V2Retail Value Retail as a theme is doing excellent Strong qtrly update🔥 Q2FY26 REV🔼86% – 705 Cr 🔥 SSSG – 23.4% Normalized SSSG – 10.3% (Durga Puja shift from Q3 to Q2) SPSF - 938 Store added - 43 H1FY26 REV🔼68% – 1,335 Cr 🔥 SSSG – 13.3% SPSF - 948 store added : 70

Finally somebody initiated coverage on the business which is doing great things in export market, marquee customer with premium product range and technological precision auto parts. EBITDA margin of 20-25% ROCE of 20%+ Superb management Efficient capital allocation D- No reco

Somebody recognised Hospital as an investable sector hence Hospital Index is being launched. Its actually a great news bcoz many of the time due to high allocation was not able to buy many of them. Now ppl can buy Hospital index and participate in secular growth trend No reco

New company to study for future…. No reco

MOAT Own Technology Experience Cost competitiveness Energy efficient Low cost vs competitors High ROCE as low capex High margin Disc - Do your due diligence. Study the business. No reco to buy or sell.

Co “A” wanted to set up tyre recycling plant with pyrolysis process & contacted co “B” for setting up d plant which co B/Group refused as it will help the competitor. Cost of setting up the plant by co A is 3-4x higher than it can be setup by Co B generating high ROCE. No reco

#Tyrerecycling #pyrolysis #Recycling

Cyber security is good theme to hunt few players who can grow decent in next 3 years and where valuation is also fair #Cybersecurity #Stocks #Markets

Demand scenario from export market is strong driven by US Data centre market Mgmt is likely to up the guidance of 1500 Cr in FY26 Strong tailwinds and order book Disc - no reco

#RACLGeartech