Manoj Gupta
@manojgupta1979
Followers
33K
Following
3K
Media
1K
Statuses
3K
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
๐ My Diwali 2025 Stock Picks โ 5-Year Multibagger Stories in the Making ๐ฎ๐ณโจ These are not just stocksโฆ these are transformational stories unfolding across Defence โ๏ธ, Renewable Energy โ๏ธ, EPC ๐๏ธ & Manufacturing ๐ญ. Valuations look compelling vs growth runway. Hereโs why ๐ 1๏ธโฃ
19
112
512
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
0
7
25
๐ $ORIANA | Oriana Power โ My Top #DiwaliPicks2025 H1 FY26 vs H1 FY25 (Consolidated): ๐ฐ Revenue: โน78,118L vs โน35,654L (โ2.17x) โก EBITDA: โน18,174L vs โน7,840L (โ2.32x) ๐ฅ PAT: โน12,163L vs โน4,857L (โ2.50x) ๐ EPS: 59.77 vs 24.84 (โ2.4x) ๐งฎ PAT Margin: 15.57%
1
12
42
๐จ MEGA ANNOUNCEMENT โ VALUE UNLOCKING MODE ON! ๐จ Indian Link Chain Manufacturers Ltd is officially entering the high-growth Electronics & Semiconductor ecosystem ๐ ๐ฅ Majority stake acquisition in RRP Electronics Ltd ๐ฅ Name changing to: RRP Electronics India Limited ๐ฅ Term
7
3
59
๐ Solex Energy โ H1 FY26 Concall Highlights โ
Order Book: โน4,000 Cr โ
H2 Billing: ~โน1,450 Cr โ FY26 Revenue: ~โน1,850 Cr โ
PAT Margin: ~7% ๐ฆ Finished goods inventory ~โน150 Cr (30 Sept) ๐ญ Expansion Locked In: โช๏ธ โน1,500 Cr fund raise (โน1,000 Cr debt + โน500 Cr QIP
๐ Solex Energy โ H1 FY26 on Fire! ๐ฅ ๐ H1 Sept โ25 vs H1 Sept โ24 โ
Revenue: โน415 cr vs โน274 cr (๐ +51%) โ
PAT: โน30.52 cr vs โน13.07 cr (๐ +133%) โ
EPS: โน27.20 vs โน10.47 (๐ +160%) Strong execution + margin expansion โ
Balance sheet & profitability trending sharply
1
4
15
๐ Solex Energy โ H1 FY26 on Fire! ๐ฅ ๐ H1 Sept โ25 vs H1 Sept โ24 โ
Revenue: โน415 cr vs โน274 cr (๐ +51%) โ
PAT: โน30.52 cr vs โน13.07 cr (๐ +133%) โ
EPS: โน27.20 vs โน10.47 (๐ +160%) Strong execution + margin expansion โ
Balance sheet & profitability trending sharply
8
2
20
๐ฅ My Diwali Pick 2025 โ GP Eco Solutions ๐ฅ H1 FY26 Concall delivered massive clarity + massive ambition ๐ โ
CAGR Growth: Management guiding ~80% CAGR over next 3 years. โ
FY26 Revenue Target: โน700โ750 Cr (~3x FY25) โข EPC: โน150 Cr โข Residential/C&I distribution: โน200
1
11
105
๐ GP ECO SOLAR โ One of my Diwali Picks 2025 just delivered STELLAR numbers! ๐ฅ H1 FY26 Highlights: โ
Revenue up 45% YoY โ
EBITDA up 101% โ
PAT up 112% โ
Margins expand sharply โ strong operating control โ
The real game-changer ๐ฝ โก 3 GW Battery Energy Storage (BESS)
1
2
44
๐ Multibagger Story in the Making in Dairy Industry ๐ฅ SER Industries is now Desi Farms โ A Future Unicorn by 2030! ๐ฆ 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
5
18
125
From Gujarat to the Stock Market: Citizen Solarโs Big Leap Begins โ๏ธ๐ ๐ฎ๐ณโ๏ธ Indiaโs fastest emerging solar brand is now entering the listed market. โ
NCLT approved merger of Citizen Solar with Citizen Infoline Ltd โ
Brand Ambassador: Pratik Gandhi โ powerful national reach
3
0
10
๐ Indiaโs 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! ๐ฐโก โ
$1.7B capex for new fabs & global expansion โ
Targeting $1B revenue by 2026 and IPO in early 2027. โ
EV, 5G,
11
22
209
โก #OrianaPower ๐ One of my #Diwali2025 picks delivers big again! ๐ฏ 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 ๐๏ธ EPC + O&M (3 years) included โ true
0
6
55
๐ The Spirit of Muhurat Trading โ A Timeless Tradition of Faith, Fortune & New Beginnings ๐ 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.
1
1
22
๐๏ธ Podcast Highlights | Polymatech Electronics ๐ฎ๐ณ Building Indiaโs Semiconductor Future โ From Tamil Nadu to Chhattisgarh โ๏ธ In an inspiring podcast, Mr. Eswara Rao Nadam, CEO of Polymatech Electronics, unveiled his vision to make ๐ฎ๐ณ India a global semiconductor powerhouse
9
6
45
๐ชโจ Wishing everyone a Prosperous & Wealth-Creating Diwali! May light fill your homes & growth power your portfolios ๐ซ Hereโs a recap of my #DiwaliPicks2025 โ 6 high-conviction stories for the next 5 years: โ๏ธ Citizen Infoline (Citizen Solar) โ๏ธ Sunita Tools โก GP Eco
5
14
91
๐จ #OrianaPower ๐ข Big Diwali 2025 update ๐ฅ The company has executed a Share Purchase Agreement to sell its stake in 3 subsidiaries holding solar assets worth โน954 crore+ to Helioact Power India Pvt Ltd (Actis Group). This strategic divestment will unlock cash, strengthen
5
12
111