Manoj Gupta Profile
Manoj Gupta

@manojgupta1979

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Senior Finance Professional I IIM A I Microcap Investor I Long Term Investor I Sharing Data/ Personal Views not recommendation | Not Sebi Registered

Mumbai, India
Joined July 2010
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@manojgupta1979
Manoj Gupta
1 month
๐ŸŽ‡ My Diwali 2025 Stock Picks โ€” 5-Year Multibagger Stories in the Making ๐Ÿ‡ฎ๐Ÿ‡ณโœจ These are not just stocksโ€ฆ these are transformational stories unfolding across Defence โš”๏ธ, Renewable Energy โ˜€๏ธ, EPC ๐Ÿ—๏ธ & Manufacturing ๐Ÿญ. Valuations look compelling vs growth runway. Hereโ€™s why ๐Ÿ‘‡ 1๏ธโƒฃ
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@MahalingMukesh
Dr. Mukesh Mahaling
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Pleasure to meet Mr. Rajendra Chodankar, Chairman & CEO of @rrpelectronic Group of Companies, a leading player in the semiconductor industry, in Mumbai. Visited their centre and explored their advanced semiconductor operations and innovations. Had productive discussions on
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@manojgupta1979
Manoj Gupta
1 day
๐Ÿš€ $ORIANA | Oriana Power โ€“ My Top #DiwaliPicks2025 H1 FY26 vs H1 FY25 (Consolidated): ๐Ÿ’ฐ Revenue: โ‚น78,118L vs โ‚น35,654L (โ†‘2.17x) โšก EBITDA: โ‚น18,174L vs โ‚น7,840L (โ†‘2.32x) ๐Ÿ”ฅ PAT: โ‚น12,163L vs โ‚น4,857L (โ†‘2.50x) ๐Ÿ“ˆ EPS: 59.77 vs 24.84 (โ†‘2.4x) ๐Ÿงฎ PAT Margin: 15.57%
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@manojgupta1979
Manoj Gupta
3 days
๐Ÿšจ MEGA ANNOUNCEMENT โ€” VALUE UNLOCKING MODE ON! ๐Ÿšจ Indian Link Chain Manufacturers Ltd is officially entering the high-growth Electronics & Semiconductor ecosystem ๐Ÿ‘‡ ๐Ÿ”ฅ Majority stake acquisition in RRP Electronics Ltd ๐Ÿ”ฅ Name changing to: RRP Electronics India Limited ๐Ÿ”ฅ Term
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@manojgupta1979
Manoj Gupta
6 days
๐Ÿš€ Solex Energy โ€“ H1 FY26 Concall Highlights โœ… Order Book: โ‚น4,000 Cr โœ… H2 Billing: ~โ‚น1,450 Cr โ†’ FY26 Revenue: ~โ‚น1,850 Cr โœ… PAT Margin: ~7% ๐Ÿ“ฆ Finished goods inventory ~โ‚น150 Cr (30 Sept) ๐Ÿญ Expansion Locked In: โ–ช๏ธ โ‚น1,500 Cr fund raise (โ‚น1,000 Cr debt + โ‚น500 Cr QIP
@manojgupta1979
Manoj Gupta
6 days
๐Ÿš€ Solex Energy โ€“ H1 FY26 on Fire! ๐Ÿ”ฅ ๐Ÿ“Š H1 Sept โ€™25 vs H1 Sept โ€™24 โœ… Revenue: โ‚น415 cr vs โ‚น274 cr (๐Ÿ“ˆ +51%) โœ… PAT: โ‚น30.52 cr vs โ‚น13.07 cr (๐Ÿ“ˆ +133%) โœ… EPS: โ‚น27.20 vs โ‚น10.47 (๐Ÿ“ˆ +160%) Strong execution + margin expansion โœ… Balance sheet & profitability trending sharply
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@manojgupta1979
Manoj Gupta
6 days
๐Ÿš€ Solex Energy โ€“ H1 FY26 on Fire! ๐Ÿ”ฅ ๐Ÿ“Š H1 Sept โ€™25 vs H1 Sept โ€™24 โœ… Revenue: โ‚น415 cr vs โ‚น274 cr (๐Ÿ“ˆ +51%) โœ… PAT: โ‚น30.52 cr vs โ‚น13.07 cr (๐Ÿ“ˆ +133%) โœ… EPS: โ‚น27.20 vs โ‚น10.47 (๐Ÿ“ˆ +160%) Strong execution + margin expansion โœ… Balance sheet & profitability trending sharply
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@manojgupta1979
Manoj Gupta
6 days
๐Ÿ”ฅ My Diwali Pick 2025 โ†’ GP Eco Solutions ๐Ÿ”ฅ H1 FY26 Concall delivered massive clarity + massive ambition ๐Ÿ‘‡ โœ… CAGR Growth: Management guiding ~80% CAGR over next 3 years. โœ… FY26 Revenue Target: โ‚น700โ€“750 Cr (~3x FY25) โ€ข EPC: โ‚น150 Cr โ€ข Residential/C&I distribution: โ‚น200
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@manojgupta1979
Manoj Gupta
9 days
๐Ÿš€ GP ECO SOLAR โ€“ One of my Diwali Picks 2025 just delivered STELLAR numbers! ๐Ÿ”ฅ H1 FY26 Highlights: โœ… Revenue up 45% YoY โœ… EBITDA up 101% โœ… PAT up 112% โœ… Margins expand sharply โ€“ strong operating control โœ… The real game-changer ๐Ÿ”ฝ โšก 3 GW Battery Energy Storage (BESS)
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@manojgupta1979
Manoj Gupta
9 days
๐Ÿš€ Multibagger Story in the Making in Dairy Industry ๐Ÿฅ› SER Industries is now Desi Farms โ€“ A Future Unicorn by 2030! ๐Ÿฆ„ In a game-changing move, Sunil Shahi, founder of Desi Farms, has acquired 55% stake in listed SER Industries Ltd โ€” effectively turning SER Industries into
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@manojgupta1979
Manoj Gupta
10 days
From Gujarat to the Stock Market: Citizen Solarโ€™s Big Leap Begins โ˜€๏ธ๐Ÿ“ˆ ๐Ÿ‡ฎ๐Ÿ‡ณโ˜€๏ธ Indiaโ€™s fastest emerging solar brand is now entering the listed market. โœ… NCLT approved merger of Citizen Solar with Citizen Infoline Ltd โœ… Brand Ambassador: Pratik Gandhi โ€“ powerful national reach
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@manojgupta1979
Manoj Gupta
11 days
Times of India Chennai Edition dated 4th November 2025
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@manojgupta1979
Manoj Gupta
12 days
๐Ÿš€ Indiaโ€™s chip story just got bigger! Polymatech is closing a $250M round as part of a massive $500M fundraise โ€” with investor interest crossing $1 BILLION! ๐Ÿ’ฐโšก โœ… $1.7B capex for new fabs & global expansion โœ… Targeting $1B revenue by 2026 and IPO in early 2027. โœ… EV, 5G,
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@manojgupta1979
Manoj Gupta
25 days
โšก #OrianaPower ๐Ÿ”† One of my #Diwali2025 picks delivers big again! ๐ŸŽฏ Oriana Power bags Letter of Award (LOA) from SJVN Ltd for setting up a 50 MW (AC) Grid Interactive Solar PV Project in Gujarat under GUVNL Phase XXII for Rs.217 cr โ˜€๏ธ ๐Ÿ—๏ธ EPC + O&M (3 years) included โ€” true
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@manojgupta1979
Manoj Gupta
26 days
๐ŸŒŸ The Spirit of Muhurat Trading โ€“ A Timeless Tradition of Faith, Fortune & New Beginnings ๐ŸŒŸ Every year, as the lamps of Deepawali illuminate our homes, the markets too light up with the spirit of Muhurat Trading โ€” a one-hour window that carries more emotion than volatility.
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@manojgupta1979
Manoj Gupta
27 days
๐ŸŽ™๏ธ Podcast Highlights | Polymatech Electronics ๐Ÿ‡ฎ๐Ÿ‡ณ Building Indiaโ€™s Semiconductor Future โ€“ From Tamil Nadu to Chhattisgarh โš™๏ธ In an inspiring podcast, Mr. Eswara Rao Nadam, CEO of Polymatech Electronics, unveiled his vision to make ๐Ÿ‡ฎ๐Ÿ‡ณ India a global semiconductor powerhouse
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@manojgupta1979
Manoj Gupta
27 days
๐Ÿช”โœจ Wishing everyone a Prosperous & Wealth-Creating Diwali! May light fill your homes & growth power your portfolios ๐Ÿ’ซ Hereโ€™s a recap of my #DiwaliPicks2025 โ€” 6 high-conviction stories for the next 5 years: โ˜€๏ธ Citizen Infoline (Citizen Solar) โš”๏ธ Sunita Tools โšก GP Eco
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@manojgupta1979
Manoj Gupta
28 days
๐Ÿšจ #OrianaPower ๐ŸŸข Big Diwali 2025 update ๐Ÿ’ฅ The company has executed a Share Purchase Agreement to sell its stake in 3 subsidiaries holding solar assets worth โ‚น954 crore+ to Helioact Power India Pvt Ltd (Actis Group). This strategic divestment will unlock cash, strengthen
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